ScIeNtist

becoming

Just honest thoughts

[ScIeNtist @TinkyQuant]

what if it goes wrong? Bro, what if it goes right though?!

[LB @lbexplorer]

So good to see the market discounting $PONS

Thanks to the doubters, Pons are able to buyback and burn more tokens then ever. The longer the market doubts $PONS revenue the more aggressive the supply shock will be.

As it stands $PONS are burning 1.1% of TOTAL supply a week and are on track to hit 31% TOTAL supply burned in the next 36 hours.

If this burn rate continues...

End of September - 33.5% TOTAL supply burned
End of October - 38.3% TOTAL supply burned
End of November - 43% TOTAL supply burned
End of December - 47.87% TOTAL supply burned

Almost half of all tokens could be removed from circulation forever. People will soon realise how valuable $PONS tokens are.

Time is on the side of $PONS bulls.

[LB @lbexplorer]

Launchpad war update....

Based on 24hr revenue:
1st $PONS - $895,236
2nd $PUMP - $786,033
3rd $STONK - $783,818

Based on 7d revenue:
1st $PONS - $8.52m
2nd $STONK - $8.23m
3rd $PUMP - $5.87m

Based on 30d revenue:
1st $PUMP - $34.33m
2nd $PONS - $20.49m
3rd Flap Sh - $12.05m

Will update this daily, interesting to see how $PONS are still pulling the highest numbers with attention on Solana.

[TheS◎Lstice @The__Solstice]

Unimaginably bullish stonkfun the fact that pumpfun is wriggling around and following them trying to copy their moves

[TylerD 🧙‍♂️ @Tyler_Did_It]

Really impressed with how PONS revenue has held up here this past week with focus on Solana

And today's going to be higher than yesterday

[The Gentleman @byTheGentleman]

Two market makers are now sitting on 14.6M $PONS.

This is getting hard to ignore.

Cumberland:

> 11.6M $PONS
> ~$7M position
> buying every day for a week
> 8.5M withdrawn from Gate before the latest buy

Wintermute:

> 3.43M $PONS
> accumulated gradually through TWAP-style buying

Combined:

~15.03M $PONS.

And this is happening while PONS already has roughly $16.8M sitting across its Uniswap V3 liquidity pools.

One market maker showing up can be inventory.

Two of the biggest liquidity firms in crypto independently building positions around the same token is where I start paying attention.

First Wintermute. Then Cumberland.

Now I want to know what they’re getting ready for.

[Picolas Cage @Picolas_Caged]

There are just 64,333 people who hold solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx

Painfully higher.

[doug funnie @cryptoklotz]

Hard agree here.

I always heavily encourage people to take profit (especially if up a meaningful/life-altering amount), but

The phase of the market we're in matters... a lot

There are three buckets:
-Below ATH
-Just underneath or just barely past ATH
-Past ATH

Right now we're at the earliest phase of "Below ATH".

We're 50k below ATH. And I think a lot of people have expectations (and the expectations of a large group matter, in markets) of going 50k above the prev ATH

Which is to say.. we're insanely early.

I liken the Bessent yield curve control tweet (ie "gov is gonna inject a ton of money into markets) as analogous to when the intern leaked the BTC ETF news last cycle:

There was a BIG impulse up, but then things stalled out, and spent a few weeks slowwwly letting some of the air out of the balloon. But that didn't matter - it was the market tipping its hand to what it *was* going to do under the approval.

Sound familiar?

If we were cruising around the previous ATH, maybe between 115k, or just past it at 130k, I might be a lot more cautious and measured. I think there's still conviction there that we're going substantially higher (why else would we be here, right? if BTC doesn't go above its previous ATH, the entire industry is cooked)

And I'd be especially cautious, and actively shaving off/selling anywhere above that (130, 140, 150k, etc)

But selling and sidelining, right here?

- Fifty thousand dollars below prev ATH, after the treasury secretary signaled "let's intervene, let's grow our way out of debt",

- We have unprecedented regulatory tailwinds, with the SEC not only not antagonizing people, but quite literally cheering us on (ie clarity act doesn't really matter, just a dump truck of icing on a really yummy cake if/when it comes)

- We are literally weeks away from a massive cohort of VERY rich "4 year cycle intact" buyers and sellers that, with cultlike zealousness sell or bid the 4 year cycle top/bottom mark (and this is their 'buy' zone)

- Inflation is ~at expectation, even with oil elevated, and with bonds and other things looking dicey, Trump's hand could finally get forced to finally stop doing disastrous bullshit in Iran, stuff that even many of his supporters are tilted by

- Us stopping here, just purely on charts, is just letting long term moving averages catch up a bit

If I was sidelined here (to what end? re-entering potentially 5, 10% lower?), I'd be shaking like a shitting dog.

Under these conditions, we're literally something like *a single tweet or press release away* from impulsing past the 50 week MA, and every single conviction/quality onchain bag could move up 300% within a week, and majors doubling, kicking off the real consensus bull market in earnest. This all happens into the early end of the 4 year cycle buyer's bids, which then can tsunami in and rip us faster than people can appreciate.

Like man, I dunno. I'm pretty conservative and risk averse -- but that same risk aversion makes me think not being exposed here, and not simply being patient for a bit is what's risky. Being sidelined is risky, to me.

Because Doug Funnie Said So,

Show me your Knot,

Diaperliquid.

[Fuel @fuelkek]

Btw eventually solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx goes to 10B

Who cares about whether it's 80m, 120m, 250m, 500m.

It's all child's play.

Just stack and be smart about it.

[rasmr @rasmr_eth]

Affirm & Align

STONK.

[gum @gumsays]

The biggest risk to PONS is not the biggest risk to STONK

Robinhood is a nascent ecosystem, its more fragile and has less distribution

STONK is built on the single biggest ecosystem with the most users and liquidity, there is far more potential for a sustained rally

[LB @lbexplorer]

In the last 24 hours, over 1M $PONS has been bought and burned forever.

0.1% of TOTAL supply valued at $600K removed from circulation.

On track to hit 31% of TOTAL supply burned next week. The longer $PONS stays below $1 the larger the supply shock will be

[Pondoshi Stonkamoto 📈 @Rendoshi1]

Some insanely bullish stats.

24 hour holders revenue - revenue that gets redirected towards token holders through buybacks and burns.

$PONS $995k at $450M FDV - 0.2% of supply
$STONK $338k at $256M FDV - 0.13% of supply
$PUMP $611k at $3B FDV - 0.02% of supply

And these are DefiLlama numbers from 1 day ago. According to sources $STONK spiked to 1.2% burn/day last night.

$PONS is undervalued by 10X
$STONK is undervalued by 50X

[LB @lbexplorer]

robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 ticker on X looks good

Finally not getting tagged as some random ETH scam

[Stonk @LaunchOnSF]

More than $40M worth of the total solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx supply (at current value) has been burned.

That’s 14.4% of the supply, gone forever.

[Loshmi @loshmi]

if this doesn’t make you bullish on $STONK then i don’t know what will

literally entire solana ecosystem WANTS Stonk to win

pay attention.

[doug funnie @cryptoklotz]

@Credib1eGuy this is honestly astonishing.

stonk is burning 1% per day while BTC does this:

imagine what's going to happen when BTC impulses into the 80's?

stonk fun is taking over solana.. i think 10b+ is on the table for solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx tbh

[Anglio @anglio]

solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx Burning 1% supply every day right now 🤣

You have no idea how crazy is that

The market is shifting

[DineroDom @DineroDom0]

Does that say $509k burned in the last FIVE HOURS!

$100k burned per hour

We're about to smash the highest revenue day in history for solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx at this rate (By a long shot)

[freedomjackk🌘 @freedomjackk]

Blockworks transparency report 🅿️

20B clear for $PONS

[Loshmi @loshmi]

steady lads

this is not a race, but a marathon

$STONK