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AJC
@AvgJoesCrypto
@blockworksres | Freedom Maxi | Tweets/Opinions are my own | NFA
4.7K Following    20.6K Followers
if losing launchpad wars is having a 79% mkt share i think we all need to stab needles in our eyes $PONS
I know this is hyperbole - but the @collectdotrip instant packs is one of the best ways to open packs and collect online. It provides the ultimate flexibility and perks: - Collect digitally, redeem the cards you want or don't and they are stored securely in their warehouse for free - Trade cards in the discord with other members and ownership is transferred into your digital binder - Variety of modern and older packs that are vetted and from legitimate sources - Exclusive benefits and services for wailords (holders of 1M+ solana:DLGRpmkMGr7J4KD1xR5x2XjaGeQH64PLFQkyxNNSpump) The team is great too, especially at taking and acting on the community feedback. Note: I am an investor and also hold a small TCG bag.
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“Fake World Assets is basically the Uniswap V2 moment for gotchas.” @AvgJoesCrypto says Fake World Assets allows anyone to become a liquidity provider instead of one company supplying every prize. You can use NFTs, token packs and maybe even tokenized collectibles.
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CLARITY failing wouldn't kill the crypto bull market. But if we get a surprise passage, $COIN, $CRCL and $HOOD may offer the cleanest upside exposure per @AvgJoesCrypto
two of the most formidable players in the Robinhood chain ecosystem announced their launchpad this week and Pons barely budged • the first was Rialto, a major Robinhood partner • the second was $CASHCAT which is the most renowned token on Robinhood chain you would miss the forest for the trees if you simply pay attention to the intraday $PONS price since that mostly reflects people's kneejerk reaction to announcements and introduction of heavyweight competitors, which has so far proven to be irrational at first Pons seems to be an even better buy now if you look at the fundamentals, however: • it has pretty much maintained dominance despite all the new heavyweight launchpads • e.g. Pons has had an average of 14,666 daily launches over the past week, or an average of 13,611 daily launches since it went live two weeks ago. however, it had 18,707 launches two days ago and 17,300 launches yesterday despite both Rialto and Cashcat announcing their launchpads this week • fees, mindshare, and Robinhood chain network dominance has remained relatively consistent despite new heavyweight competitors the only thing that has gone down is price meanwhile, Pons v2 is expected to go live at any moment and turbocharge $PONS buybacks and burns, while also introducing several features that should result in significantly more tokens being launched on Pons i.e. more fees
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NEW POD We Cover: ▫️ Trading CLARITY surprise pass ▫️ Are vaults securities? ▫️ BTC’s multi-year bottom signal ▫️ Aave vs Morpho ▫️ Fake World Assets & more! @0xMether @AvgJoesCrypto @marcarjoon TIMESTAMPS: 00:00 Intro 02:46 Can The CLARITY Act Pass? 06:31 Trading A CLARITY Upside Surprise 16:08 Are DeFi Vaults Securities? 21:04 Aave Versus Morpho 26:31 Has Bitcoin Found Its Bottom? 39:49 Inside Fake World Assets 54:29 The Onchain Revival
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I listened to some additional feedback... "Sir but what about CTO, what about my v1 tokens" Check the docs in a bit.. Pons V2 will allow CTOs and migrations to happen natively. Not only for pons tokens, but for every other launchpad token as well. See you later this week.
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Max launchpad PvP and $PONS was still able to bring in north of $100K daily revenue 🤷
MEADGod the founder of $PONS gives his long term vision for the protocol "I wanna be at the top. I wanna compete with the top protocols, and I think PONS is already doing a great job in terms of fees." "If you go on DefiLlama, you will see it's a top 20 protocol in crypto right now." "But I wanna go beyond that." "Personally, I want all the Solana trenches to come over and use PONS, or some other launchpads, 'cause they will be there." "I just want them to come over and make Robinhood the chain that people will trench on. That is one big goal of mine." "The music doesn't stop ever, 'cause I'm just a dog at this point. I'm a dog that really wants to be a billion-dollar protocol." "That's the ultimate goal for me, and whatever it takes, we will try to take it there." "It's a rough road. It's a tough challenge, but we will try to make it happen." "That's just what really drives me. I wake up every day, and I'm like, okay, we need to lock in. We need to do more." "We will execute wherever necessary in order to get there."
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>og $pons holders after surviving the 69th RH launchpad
market still pricing $PONS as if revenue is unsustainable; fair enough only time will tell xRev (mcap/ann.Rev) chart has been quite useful so far > above 1x seems to result in quick selloffs > chart has been putting in higher lows my read is 1x + = market thinks its too long before mcap is paid back; i.e. participants do not believe in persistence of the protocol to stay relevant to earn back its mcap in 1 year+ but whenever xRev drops to a level where the market deems it sustainable, price bounces hard. higher lows so far shows that the market is slowly buying the revenue story
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Surely this new launchpad on Robinhood will be able to beat out Pons!
I really hope pipedog is another launchpad on the Robinhood blockchain
We're adding a new component to the TTF: filings compiled by Blockworks. While most token issuers file their own disclosures, we will now be providing filings for every token regardless of issuer involvement. Today, we are unveiling completeness evaluations for: - AR - ARB - ASTER - AXS - BERA - DOGE - DOT - FIL - KAS - PENDLE - QNT - RENDER - VSN - VVV Here's what that means, where investors can find them, and why they're so important...
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1/ Solana’s staking economy has entered the fee era. Priority fees now account for roughly 73% of validator operator revenue. Yet stakers still earn 98% of their tracked revenue from declining SOL issuance. That disconnect makes validator selection increasingly important.
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All you need to know for Robinhood $PONS best token and launchpad @gmgnai top trading terminal
Surely this new launchpad on Robinhood will be able to beat out Pons!
Almost forgot, @ponsdotfamily accounted for over 80% of today's launchpad volume on Robinhood Chain, its highest ever! $PONS
Been a couple of days since I gave an update on this, but $PONS fundamentals are only getting stronger! Over 14 days, @ponsdotfamily has accrued over $1.7M of revenue ($45.6M annualized). At an 80% split and $41.1M FDV, this equates to a ~1.1x price-to-buyback ratio. Again, as a comparison, $PUMP currently trades at ~9.5x price-to-buyback ratio. This may come as a surprise to some, but despite the appreciation of PONS, it is actually trading at a *cheaper* price-to-buyback ratio than it was ~1 week ago (~1.5x)! Lastly, the buybacks have been absolutely absorbing supply, and total burnt is approaching 22%.
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