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Bonk Guy Names Three Tokens: USELESS, MARSCOIN, PONS May Be First to Hit $1B Market Cap

Odaily News: Well-known trader Bonk Guy posted on the X platform, stating that the three tokens USELESS, MARSCOIN, and PONS are expected to become the fastest projects in their respective niche tracks to reach a $1 billion market cap in the new cycle. He noted that USELESS, MARSCOIN, and PONS respectively represent two core narratives in the current market: USELESS and MARSCOIN serve as the "barbell ends" of the Meme track, while PONS represents the utility track. He also called on the community: "LOCK IN!".

BonkGuy: PONS Floating Profit Reaches ~$7.5M; Judging Attention Flow Matters More Than Chasing Rallies

Odaily News Trader BonkGuy (Unipcs) shared his recent trading performance and strategy in a post on X, noting that his portfolio value once reached $20 million. Among his positions, PONS surged 11,108% from his average entry price, yielding a floating profit of approximately $7.5 million. Additionally, he recorded gains of 1,111%, 894%, 405%, 356%, and 108% on MICRODUCK, DELTA, MARSCOIN, USELESS, and BASECAT, respectively.BonkGuy summarized his trading strategy into five key points: First, anticipate shifts in market narratives and attention early, identifying the biggest beneficiaries likely to absorb capital and interest in the next phase, rather than chasing assets that have already rallied. Second, diversify trading logic rather than conviction—based on the same trend thesis, seek out the most likely beneficiaries across different ecosystems. Third, build a high-quality on-chain trading information network, continuously sourcing information, exchanging views, and validating trading logic through trading groups, X, friends, and other traders. Fourth, accept the time and energy costs associated with opportunities, as he believes the window of opportunity during the current bull market's high-explosive phase is limited. Fifth, reduce personal emotions and biases in trading, avoiding the active exclusion of potential opportunities due to personal opinions about a particular chain, platform, founder, or ecosystem. He concluded, "The market doesn't care what you believe; it rewards correct judgment."

A whale spent $1.97 million to buy $PONS within 3 hours at an average price of $0.71.

据链上分析平台 Lookonchain(@lookonchain)监测,某巨鲸地址在过去 3 小时内花费 803 枚 $ETH(约 197 万美元)买入 275 万枚 $PONS,平均买入价格为 0.71 美元。

Bonk Guy: Profits $14.8M in the Past 30 Days, FOMO Portfolio Hits All-Time High of $20M

Odaily News Trader Unipcs (Bonk Guy) stated that his FOMO portfolio has reached a new all-time high of $20 million, following its first breakout above $10 million yesterday, claiming to be the first trader on the platform to reach this scale.According to his disclosed data, he has earned approximately $4.7 million in the past 24 hours, approximately $12.8 million over the past 7 days, and approximately $14.8 million over the past 30 days, with cumulative historical profits of approximately $16.5 million.He noted that his recent profitable trades primarily include PONS, USELESS, MARSCOIN, BASECAT, DELTA, and MICRODUCK, with PONS gaining over 108x from his average entry price, while both DELTA and MICRODUCK yielded returns exceeding 10x.

CUMBUCKET.ETH Made ~$2.4M Profit Trading PONS

据 Onchain Lens 监测,巨鲸 CUMBUCKET.ETH 最初以 3.17 枚 ETH(约 5650 美元)买入 473 万枚 PONS。随后其卖出 373 万枚 PONS,获得约 174 万美元,目前仍持有 100 万枚 PONS,价值约 66.6 万美元。该地址已实现及未实现利润合计约 240 万美元。

A whale reduced its position by 2.725 million CASHCAT and bought 1.003 million PONS, while still holding $917,000 worth of CASHCAT

Odaily News: According to on-chain analyst Ai Yi's monitoring, the CASHCAT whale (0x685...42b0) allocated some funds to PONS 3 hours ago and currently still holds 3.4 million CASHCAT, worth $917,000. The address reduced its position by 2.725 million CASHCAT at $0.2916, worth $790,000, and spent $684,000 to purchase 1.003 million PONS at an average price of $0.6985.

Unrealized Profits on PONS' Top Two Holding Addresses Both Exceed $7 Million

According to on-chain analyst Ember (@EmberCN), the two top addresses tied for first place in PONS holdings currently hold unrealized profits exceeding $7 million each.

Market cap exceeds $500 million; a trader goes long on 447,100 PONS with 4x leverage and earns $8,600 in profit

Odaily News: According to Lookonchain monitoring, PONS market cap has surpassed $500 million. A trader (0xe3b...aB62) deposited $54,000 into Aster DEX 6 hours ago, then opened a long position on 447,100 PONS with 4x leverage, bringing the position value to $226,000. The unrealized profit currently stands at $8,600, representing a return rate of 15%.

Bonk Guy: PONS Market Cap Should Be at Least $200 Million, Robinhood Listing Might Only Be a Matter of Time

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.