Today Pons is very hot, just took a close look.

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段王爷
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1 hour ago

Today Pons is very hot, just took a closer look.

The market value of PONS has reached around 15 million US dollars, with main pool liquidity close to 1 million US dollars and a 24-hour trading volume exceeding 15 million US dollars. Just looking at the market, it has already become one of the strongest attention centers on the Robinhood Chain.

But it must be clarified here: PONS is the platform's own coin, not a third-party Meme that came out on Pons.

This point is very important.

Although Flap has issued the largest number of coins, it has not yet produced a real high market cap Meme, indicating that "issuing more" does not equal "the platform has the ability to create wealth and distribute it."

The current more interesting aspect of Pons compared to Flap is that it has formed a relatively complete cycle:

Projects issue tokens on Pons

→ Directly establish V3 liquidity pool

→ LPs lock into contracts

→ 90% of transaction fees go to project creators

→ 10% goes to the platform

→ The platform uses fees to repurchase and destroy PONS

Repurchase and destruction are not just slogans; they can indeed be verified on the chain. The platform has spent approximately 20.7 ETH repurchasing PONS, with the total amount destroyed approaching 18% of the supply.

However, it is still too early to draw conclusions.

This is because most of the repurchase funds currently still come from PONS's own transaction fees, rather than income brought to the platform by third-party projects. In other words, the main situation now is:

The hotter the PONS transactions

→ The more fees

→ The repurchase of PONS

→ Continuing to strengthen the PONS narrative

The truly mature flywheel should be that the platform continuously runs external projects, external projects trade continuously, and then in turn create income for PONS.

Currently, the only real external top project on Pons is BRODIE, with a market value of about 1.3 million US dollars; there are also a few projects between 300,000 to 900,000 US dollars, but none have independently broken 10 million US dollars in Meme.

So my current judgment on Pons is:

It has already become the most noteworthy new launch platform on Robinhood Chain after NOXA's exit, and is clearly more imaginative than platforms that only issue a large number of coins without high market cap projects.

However, PONS reaching 15 million US dollars only proves that the platform itself successfully cold-started.

The real verification next is whether Pons can produce an independent Meme that can stabilize above 5 million to 10 million US dollars for several days.

If it can, then Pons can truly be said to have captured the market left by NOXA.

If betting, one can bet that BRODIE can emerge.


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