$PONS DON'T BACK BUILDERS @GetCashedMoney, building on Pons, posted their chat with @MEADGod Cashed told Ozzy: You’ve got ~$7k sitting in Cashed. Claim + post can give some attention Ozzy didn't like the payout setup, then refused to claim Cashed read it as no support - no claim, no promotion Pons: > Revenue -90% > Launches/day: 36k → 6k Cashed: > $250k+ in fees > 30% went straight to Pons > Volume, users, visibility Same setup on Solana - @UsePaid X Money slowed them too. Solana supported them. Pons didn't Eco grows when they back the devs building on it

$PONS BIG UPDATE THIS WEEK Pons profiles go live this week Holdings, PnL and tokens in one place. On the screen: > Ozzy's profile in private beta > Tabs: Holdings/Launches/Creator fees > Ready to claim $2,250 in one click Looks like Pons Social Trading App is cooking For PONS: more live launches → more fees → 80% of the cut → buyback & burn Two updates this week: - New buyback mechanics - Pons profiles: portfolio tracking and creator fee claims Pons team keeps cooking

$PONS ATL. THE END? PONS is in a rough spot. Price is at the lows, the revenue looks worse than the price: > ~$0.40, ~$270M FDV > Daily revenue dumped from ~$2M in early Sept to ~$136k now Even after the HOOD Summit, the bet was: V3 announce → activity comes back → liquidity starts moving No real catalyst to move the eco But setup isn't broken: - Pons is still ~13% of RH Chain volume - Lifetime revenue ~$29M, 30d fees ~$129M Pons and RH Chain move together. Same trade Hope Ozzy has a real plan and V3 doesn’t let the community down

OZZY ANNOUNCED $PONS V3 UPGRADE @MEADGod: "We are officially entering V3 mode" A day before Ozzy said: the new web app is not V3. V3 was still in audit. Now the mode is on V1/V2 contracts don't change. V3 is for new launches only > V1: launch → locked Uniswap V3 pool > V2: bonding curve → graduate → locked Uniswap V4. Pairs in ETH, USDG, stocks, RWAs, ETFs > V3: next layer for new launches. New contracts, audit is running The bet: deeper V4 hooks, liquidity, pool rules, issuance, pairs Why it's bullish for PONS: more live launches → more fees → 80% of the cut → buyback & burn Web app, PLP, terminal - the shell V3 is the contracts new tokens launch on

NEW $PONS BUYBACK MECHANICS @MEADGod confirmed the new setup: > Claim from escrow every 7 days, automatic. Those funds get fully burned over the next 7 days. Repeat > Buyback and burn are automated. Anyone can trigger the next one and get a small reward Pace: ~2 ETH/hour. ~$950k in the buyback contract fits that weekly cycle Two buckets: - Active Buyback Vault - Reserve for next week Nothing was topped into buybacks for 5+ days. ~$1.44M sat unclaimed, so burn stayed slow Weekly claim should fix that and make the spend predictable instead of manual

$PONS BUYBACK STOPPED. WTF? Pons hasn’t funded the buyback allocator for 4 days Unclaimed in escrow: ~$1.4M. 80% of that goes to buy PONS Add what’s already loaded, total buyback ammo ~$2.1M Buybacks used to hit every 15 min: fees → TWAP → burn. Buyback contract still works, just no new money in 2 ways: > $2.1M on a thin book. Not support. A buy. One dump or TWAP back on full size and sellers are gone before CT catches up > Flywheel is dead. They’re just sitting on the cash. Pad revenue is down ~80% from the peak. Buybacks went from $1M/day to ~$200k The whole PONS model is this: 80% of the protocol cut → buyback → burn No money into the allocator, no deflation Send it or the buyback is over

HOOD SUMMIT RECAP. $PONS DONE? Everyone waited on the summit as the catalyst. It didn’t come. Eco didn’t rip. CT take: narrative’s dead, PONS already ran No. PONS went from $30m → $1b in weeks and at the peak it was half of chain activity. A ~50% dip after that is normal - moves like that often set up the next run On the summit everyone was waiting for the next leg up. It didn’t come. But no dump either. The eco held. After that much hype, that’s bullish, not weak. Most of the dip looks done PONS still isn’t on RH. Biggest winner with no platform distribution, so the “launched on RH → listing” narrative fades. Easiest fix though. $CASHCAT already kicked off a second wave One quiet summit doesn’t kill PONS. Fading it here is how you miss the next run

UPTOBER announced for $PONS & Robinhood Official Uptober call from @ponsdotfamily + @MEADGod October is historically a green month in crypto. For RH this is the first one PONS closed Sept with an ATH ~$0.97. Uptober is an attempt to get the flow back: > Pons is the main pad on the chain > RH launched for stock tokens > Volume came from memes > Launches now pair vs stocks Pons is where meme launches meet stock pairs PONS isn't just a chain token - Uni bought PONS for long-term alignment CEX flow is already here: Binance Alpha, OKX, Bybit, Bitget and others First Uptober on Robinhood starts on PONS

THREADGUY KEEPS FADING $PONS "Only one can win. If you're king of the hill you're a monster. Nobody else has durable revenue" Pons is not 2nd place on Pump’s hill Pons is on a different hill PUMP - Solana. PONS - Robinhood Different chain. Different flow "Name something Pump can't just copy. If you can rip it in one click, how good is your feature?" > Locked LP. Liquidity stays after launch > V4 hooks. Pad sets the pool rules. Not a default Uni pool > 80% of the protocol cut buys and burns PONS > PLP. Liquidity across 181 markets, not one bonding curve Not a launchpad feature. Chain and RH flow. Pump can't rip that "Look at the revenue chart since April 2024" That chart is Pump over years PONS is not 2nd place. Weeks old, not two years. 30d: > Fees: ~$137M > Revenue: ~$23M "I can't even claim to pick Pump because I sold" He sold the coin he is defending

$PONS ANNOUNCED NEW PRODUCT New beta is live - beta.ponsfamily[.]com What's inside: - New trading terminal + launchpad interface - Token launches with custom trading pairs - Dashboards: volume, fees, revenue, buybacks - Social features are being layered on top But main feature is PLP, new liquidity product live across 181 markets, deposits open Put capital to work across Pons pools. No more chasing every launch More volume → more fees → more PONS buybacks Last 7 days: > $11.2M in fees > $1.7M revenue > 2.2M PONS burned (~$1.2M) 80% of revenue → buybacks If PLP pulls capital and volume, it stops being a side feature. It becomes the next layer of Pons

HOOD SUMMIT DAY 2. WEN $PONS NEWS? Day 1 mentioned PONS only once, but it was loud: big screen & bullish signal Screen ≠ product. Still missing: - Social app + launches from TG/messages Phone wallet. Launch from chat. No browser - Liquidity Provider Pons MM on the pools, so a new meme doesn’t die on the first dump - V3 with asymmetric liquidity V4 hooks set the pool rules. Not a default Uni pool @MEADGod teased announcements before the Summit even started One screen doesn’t close that

INTERVIEW WITH $PONS FOUNDER ON HOOD SUMMIT @MEADGod x @andyyy. Houston > PONS 0 → almost $1B in 8 weeks Ozzy only compares it to $PEPE > RH Chain volume: Sept 3–4 did $500M–$1B a day. Now ~$200M He calls it a test pump, not the top Market is just rotating Solana/HYPE/Lighter/Base > The pad only lives if the tokens live You need runners and traders who stay No flow, creator is dead > Pons is infra FOMO and Pump are the social layer. They bring retail. Pons takes the flow > No vacations for the team Bull is just starting. ~2.5 years. Stay on top Rapid fire: - $ZEC > $BTC - Hyperliquid > Lighter - PumpFun > Stonk - Main character: Vlad CT is reading an 8-week tape Ozzy is booking the next 2 years

"JUST KEEP BUYING $PONS" Robinhood 在 HOOD Summit 的大屏幕上放了 "BUY PONS" Robinhood Social 发布会 大屏幕 超大观众 这么多代币可以用来展示新的社交产品，他们选了 PONS 他们把 PONS 当成 Robinhood 社交交易的默认例子 p.s 黑子放大了屏幕上的 "Mar 17" Robinhood Social 从春天就开始内测了

$PONS VS FOMO. NEW CONFLICT IN CT @ashrobin, FOMO partner, faded PONS in his last tweet > "essentially no runners at all" $BUN ATH ~$110M $ORBIO ATH ~$100M $PAID left Pump for Pons: $14M → $50M > "just getting an unlimited twap from Robinhood and market makers" TWAP can hold a chart PONS takes the cut and burns it Locked LP. V4 hooks. Holder rewards MM doesn’t do that > "do metrics, revenue, launches, buybacks even REALLY matter?" ~$25M in 30d 80% of the cut → buyback + burn ~31% of supply already gone Anyway, @MEADGod already answered him ↓

THREADGUY FADED $PONS "Gun to your head, name one Pons coin. I hate PONS. There’s nothing on it" Ok, let's see: > $BUN: ~$100M, Mosh mascot. ~70% locked supply + AI MM. No free bundler dump > $ORBIO: ~$70M, AI marketplace. Fees → OpenRouter credits. Holders run models > $PAID left Pump for Pons and went $14M → $50M "People buy PONS because they couldn’t buy $LONG token" PONS printed ~$970M in early September LONG showed up later - on Pons PONS demand is fees → buyback → burn LONG is a product on the pad, not the bid He wanted a Pump hit. Pons is a loop Good close on PUMP Bad read on PONS

$PONS 准备上 PLP @MEADGod 上一条已经在预热新功能 Pons Liquidity Provider = Pons 池子的协议做市 他们测了什么： > 3 个真实 Pons 池 > 每笔成交都按 PLP 当时已在场重放 > 从开池到 9 月 28 日 不是假图。是真实成交。 Pons 已有 AMM PLP 是坐进这个 AMM、把盘托住的 MM 重点： 新 meme 开盘薄。一砸就死池 系统做市能让盘不那么空 这笔流进 $PONS 回购，才是基本面 进不去，就只是更好的基础设施 Ozzy 不放空图 下一个就是 PLP

$PONS BECOMING A SOCIAL TRADING PLATFORM? @MEADGod dropped a web app screenshot Not a token page. Ozzy’s profile in the PONS social app X linked. Invite-only for now. beta.ponsfamily[.]com Same vibe as FOMO/PumpFun PONS is breaking into social trading meta First in when it opens Ozzy already teased announcements at HOOD Summit. This fits

THREADGUY IS WRONG ABOUT $PONS “When people are saying, ‘I hope it goes to PONS market cap,’ I’m like, what? I’m out of here, guys.” Ok. Let’s compare the metrics: > Burn: PONS: ~31% of supply gone STONK: ~18% > Fees: PONS: 80% of protocol cut buys and burns STONK: ~60% of revenue buys token > Revenue / 30d: PONS: ~$25M STONK: ~$24M Parity. No cope > Product: STONK wins pairs. Stocks, commodities, custom quotes PONS wins the stack around the pair: locked LP, v4 hooks, holder rewards, mobile, RH flow PONS mcap is not the target for STONK Fade PONS if you want. It’s younger and burning faster STONK has the stock meme PONS has the loop

$PONS ANNOUNCED MOBILE APP Pons 没停。生态还在长 - Memes - Agents - DeFi - Liquidity - Memestocks 不只是浏览器了 iOS 在测。钱包内置 不用跨链。没有摩擦 在 RH App 买股票的那批人，也能用 PONS 成交已经是几十亿 Memestocks、流动性、新产品一起跟上 App 是下一层 生态离开浏览器，活在手机里 Built on Pons Living on Robinhood

ANSEM ABOUT $PONS Ansem called PONS an early example of the rotation Not the market leader Not a $PUMP clone Just an example of where money goes after majors Ansem posted this recently and people already turned it into PONS = next PUMP Majors move first. Then onchain money looks for faster trades. That’s the rotation Capital is already testing new launchpads and memes while BTC/SOL are still running Mix those two ideas up and you’re buying the narrative, not the trade