PONS is an AI-generated digital collectibles platform for e-commerce, enabling merchants to drive brand awareness through customers by offering engaging 2D/3D social referral content with loyalty incentives. Visually engaging 2D/3D content is generated on-demand from product images, which can be seamlessly shared via word-of-mouth on popular Web2 channels and used in the Web3 open metaverse.
Bonk Guy stated on the X platform that PONS's current market sentiment may be at a long-term low, and compared it with PUMP: PONS's annualized revenue is approximately $156.8 million, with a market cap of about $375 million, corresponding to an annualized revenue multiple of approximately 2.39x; PUMP's annualized revenue is approximately $463.6 million, with a market cap of about $2.7 billion, corresponding to a multiple of approximately 5.82x.Bonk Guy said that PUMP is the leading Launchpad on Solana, while PONS is the leading Launchpad on Robinhood Chain; if Robinhood Chain continues to maintain market influence in the future, he believes PONS's current valuation is worth watching.
Prominent trader Bonk Guy posted that PONS undoubtedly was and remains the best trade of this cycle. With PONS' circulating market cap reaching $590 million, the token's current valuation remains "extremely undervalued". (Note: As of press time, PONS' market cap has surpassed $600 million.) Bonk Guy previously revealed that among his key trades, PONS delivered an average entry return of 11,108% (approximately $7.5 million), while MICRODUCK, DELTA, MARSCOIN, USELESS, and BASECAT achieved returns of 1,111%, 894%, 405%, 356%, and 108%, respectively.
Odaily News Trader Bonk Guy stated that the market is gradually recognizing the potential of PONS. He noted that PONS currently generates approximately $56 million in annualized revenue, with 80% used for buybacks and burns of PONS; in comparison, Pump.fun generates about $460 million in annualized revenue, with 50% used for buybacks and burns of PUMP, while PUMP is currently valued at approximately $2 billion.Bonk Guy believes that even if PONS were given only 10% of PUMP's valuation, its market cap should reach around $200 million. Additionally, Pons has contributed to roughly half of the on-chain activity on Robinhood Chain, with at least 5 tokens issued through Pons having a market cap exceeding $10 million and at least 20 exceeding $1 million.Regarding the market's recent expectations around Robinhood listings, Bonk Guy stated that as one of the main Meme coin issuance platforms on Robinhood Chain, a future PONS listing on Robinhood is, in his view, "inevitable," and the current rally is not solely driven by listing expectations.
According to Odaily, Blockworks Research analyst AJC stated that over the past 30 days, PONS ranked 13th in crypto market revenue, yet its FDV/Revenue multiple stands at just 0.7x—the lowest among the top 15 tokens by revenue.For comparison, CARDS, PUMP, CAKE, AAVE, HYPE, and LINK have FDV/Revenue multiples of approximately 2.8x, 7.7x, 9.6x, 45.2x, 168.5x, and 212.2x, respectively. AJC believes that PONS' current valuation relative to its revenue level is significantly lower than that of other high-revenue protocols.
Odaily News: Pons founder Ozzy posted on X in response to community questions about the PONS buyback and burn mechanism, stating that the burn rate has indeed not yet been adjusted, and that the "Claim" process is still not fully decentralized.He stated that an on-chain contract upgrade is currently underway. The new buyback mechanism plans to execute a Claim every 7 days, then use all claimed funds over the following 7 days to buy back and burn PONS, repeating this cycle to establish a more sustainable buyback and burn mechanism. All buyback and burn operations are now automated. Anyone can trigger the bot and receive a small reward for doing so.He further stated that the previously set buyback and burn rate was 2e per hour, which, combined with the Splitter (fund allocation contract) currently holding about $950,000, matches a 7-day buyback cycle. After funds are claimed, they will also be automatically executed on a 7-day cycle, so buyback funds will appear in two separate sections: one is the Active Buyback Vault currently conducting buybacks, and the other is the buyback funds reserved for the next week.Previously, crypto analyst yyy posted on X stating that Pons had not replenished funds to the buyback distributor for over 5 days, with about $440,000 in pending claimable funds in the escrow account. The analyst believed that untimely fund Claims led to the recent low PONS burn rate, and called for promoting decentralization of escrow account fund claims.
Odaily News: According to on-chain analyst Aunt Ai's monitoring, a certain whale sold 5.338 million PONS at an average price of $0.6779, worth $3.67 million, driving the PONS price down 4% from $0.6968 to $0.6688. PONS was previously the largest on-chain asset of this address, with an entry price of approximately $0.7154. This sale resulted in a loss of about $200,000.
According to an official announcement, Bybit has listed Pons (PONS) for spot trading.
according to Onchain Lens monitoring, a whale withdrew 2.25 million PONS from Binance and sold them for approximately $1.29 million worth of USDG and ETH; PONS dropped 12% today. Data provided by @nansen_ai.
Odaily News: According to on-chain analyst Aunt Ai's monitoring, Loracle (0xefe...194b), the largest short seller of PONS on Hyperliquid, took profit 22 hours ago on a PONS short position held for over half a month, gaining $1.352 million; simultaneously closed a CASHCAT short position, gaining $1.026 million. Loracle has now reopened a PONS short position of nearly $330,000 and continues to add to it. mlmabc, the captain of the "Whale Hunting Squad Round Two," had previously published a post openly recruiting members.
Odaily reports: Trader Owen shared USELESS, PONS, and MARSCOIN price charts on platform X, and stated, "punted some stuff - warming up still." Owen became active on X again yesterday and has begun sharing his trading moves.
PONS founder Ozzy addressed community concerns regarding the buyback and burn mechanism. Ozzy stated that the project has automated the buyback and burn operations, allowing any user to trigger the bot and earn a small reward. In response to questions about fund withdrawals and the buyback rate, the team has completed a contract upgrade, adjusting the fund claiming cycle to occur once every 7 days, with the buyback and burn process executing cyclically over the subsequent 7-day period.
Odaily News: Pons founder Ozzy posted on X in response to community questions about the PONS buyback and burn mechanism, stating that the burn rate has indeed not yet been adjusted, and that the "Claim" process is still not fully decentralized.He stated that an on-chain contract upgrade is currently underway. The new buyback mechanism plans to execute a Claim every 7 days, then use all claimed funds over the following 7 days to buy back and burn PONS, repeating this cycle to establish a more sustainable buyback and burn mechanism. All buyback and burn operations are now automated. Anyone can trigger the bot and receive a small reward for doing so.He further stated that the previously set buyback and burn rate was 2e per hour, which, combined with the Splitter (fund allocation contract) currently holding about $950,000, matches a 7-day buyback cycle. After funds are claimed, they will also be automatically executed on a 7-day cycle, so buyback funds will appear in two separate sections: one is the Active Buyback Vault currently conducting buybacks, and the other is the buyback funds reserved for the next week.Previously, crypto analyst yyy posted on X stating that Pons had not replenished funds to the buyback distributor for over 5 days, with about $440,000 in pending claimable funds in the escrow account. The analyst believed that untimely fund Claims led to the recent low PONS burn rate, and called for promoting decentralization of escrow account fund claims.
Pons is a non-custodial native token launchpad operating on Robinhood Chain, specializing in the rapid issuance of on-chain memes and community assets.
According to an official announcement, Bybit has listed Pons (PONS) for spot trading.
Odaily News: According to on-chain analyst Aunt Ai's monitoring, Loracle (0xefe...194b), the largest short seller of PONS on Hyperliquid, took profit 22 hours ago on a PONS short position held for over half a month, gaining $1.352 million; simultaneously closed a CASHCAT short position, gaining $1.026 million. Loracle has now reopened a PONS short position of nearly $330,000 and continues to add to it. mlmabc, the captain of the "Whale Hunting Squad Round Two," had previously published a post openly recruiting members.
Odaily News: OKX is about to list PONS/USDT (Pons Family), with the specific schedule as follows:PONS deposit opening time: September 15, 2026, 16:00 (UTC+8)PONS/USDT pre-market order placement period: September 15, 2026, 21:30 to 22:30 (UTC+8)PONS/USDT spot trading opening time: September 15, 2026, 22:30 (UTC+8)PONS withdrawal opening time: September 16, 2026, 00:30 (UTC+8)
PONS founder Ozzy addressed community concerns regarding the buyback and burn mechanism. Ozzy stated that the project has automated the buyback and burn operations, allowing any user to trigger the bot and earn a small reward. In response to questions about fund withdrawals and the buyback rate, the team has completed a contract upgrade, adjusting the fund claiming cycle to occur once every 7 days, with the buyback and burn process executing cyclically over the subsequent 7-day period.
Odaily News: Pons founder Ozzy posted on X in response to community questions about the PONS buyback and burn mechanism, stating that the burn rate has indeed not yet been adjusted, and that the "Claim" process is still not fully decentralized.He stated that an on-chain contract upgrade is currently underway. The new buyback mechanism plans to execute a Claim every 7 days, then use all claimed funds over the following 7 days to buy back and burn PONS, repeating this cycle to establish a more sustainable buyback and burn mechanism. All buyback and burn operations are now automated. Anyone can trigger the bot and receive a small reward for doing so.He further stated that the previously set buyback and burn rate was 2e per hour, which, combined with the Splitter (fund allocation contract) currently holding about $950,000, matches a 7-day buyback cycle. After funds are claimed, they will also be automatically executed on a 7-day cycle, so buyback funds will appear in two separate sections: one is the Active Buyback Vault currently conducting buybacks, and the other is the buyback funds reserved for the next week.Previously, crypto analyst yyy posted on X stating that Pons had not replenished funds to the buyback distributor for over 5 days, with about $440,000 in pending claimable funds in the escrow account. The analyst believed that untimely fund Claims led to the recent low PONS burn rate, and called for promoting decentralization of escrow account fund claims.
Bonk Guy stated on the X platform that PONS's current market sentiment may be at a long-term low, and compared it with PUMP: PONS's annualized revenue is approximately $156.8 million, with a market cap of about $375 million, corresponding to an annualized revenue multiple of approximately 2.39x; PUMP's annualized revenue is approximately $463.6 million, with a market cap of about $2.7 billion, corresponding to a multiple of approximately 5.82x.Bonk Guy said that PUMP is the leading Launchpad on Solana, while PONS is the leading Launchpad on Robinhood Chain; if Robinhood Chain continues to maintain market influence in the future, he believes PONS's current valuation is worth watching.
Odaily News: As the Creator Fee model gains attention, PONS is being re-examined as a value-capture tool at the underlying Launchpad layer. Official progress shared on X states that YAP has launched Podium mode, offering a new launch method. This mode no longer distributes round shares to all participants; instead, the top three ranked participants receive them, with first place getting 50%, second place 30%, and third place 20%, while also introducing a competitive mechanism to the leaderboard.
Odaily News: As the Creator Fee model gains traction, the market is beginning to re-evaluate the value capture of launchpads like PONS. Official updates posted on X state that, through solana:jLz71QZfjnZZMLjUaCBw7KmUyftkkNq8NkWi2u9dyap, a new anti-snipe switch has been added to MeteoraAG token launches. Once enabled, the token's initial tax rate is 99%, which gradually decreases to the configured rate. Users can also configure the initial market cap and graduation settings.
Odaily reports: Bonk Guy posted a statement saying that claims have recently circulated in the market that "Unipcs doesn't sell, so it might be a market maker or fund manipulating, and can't be trusted," and expressed skepticism toward such claims. He stated that he chooses to hold high-conviction targets for the long term because in the previous cycle, some meme coins reached market caps of over $1 billion, strong meme coins reached over $4 billion to $5 billion, and excellent protocols reached over $5 billion; while the current market cycle may be even more active. Currently, the market caps of PONS and USELESS in his holdings are approximately $400 million and $270 million respectively, neither having reached $1 billion, so he chooses to continue holding and stated that he has a different investment time horizon.