DefiRabbitHole ๐ ๐ณ
@DefiRabbitHole
Hunting Xโs not %โs | Building DYOR for the trenches
1K Following 12.7K Followers
unemployed ppl will send you instagram reels. it is a sign of deep respect in their culture
Launching a launch pad to launch launch pads called Launch Pads
An important lesson happened this week.
And it's a situation that happens all the time.
Once you learn to spot it, you can create outsized opportunity for your port.
Here is what happened...
$GME created crazy fomo on FOMO.
The volume surged and the price shot up 10x in an hour.
When these moments happen, you have 2 choices.
1. Follow the crowd
2. Hunt for dips
The GME craze created an instant 10x for the people who were early.
The people coming after were buying others 10x and dumping conviction bags for it.
Fast forward, and GME is down 90% while the conviction bags are up 3x.
This type of event is incredibly common and will happen again.
The best way to prepare for it is to recognize it, avoid fomoing, and have ammo on the sideline ready to take advantage of the discounts.
Best of luck degens
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I think $Pons is a cycle winner
And right now, Pons has dipped 50% because of rotations and short-lived fud.
- RWA on different launchpads
- Bonk Launch of Circus
- Noxa fake comeback
- Attacks on the site
- PF coins going up
But zooming out, those things have already been resolved:
- RWA coming in v2
- Circus is not a real competitor
- Noxa was fake fud, but exacerbated the dip
- Ozzy handling the attacks and showing competence
- PF coins will always fluctuate
So, looking past the recent fud, I see a lot to be bullish on.
For starters, I believe people are completely misreading how valuable the #1# launchpad on RH is worth with the amount of money ETH whales have to contribute.
The @ponsdotfamily community is extremely aligned which I feel is not priced in.
This dip is great because it is allowing for a lot of great people to enter and increase their positions.
Pons has not done any buy backs in over 15 hours and now has over 300 $ETH ($550k) available to use.
@MEADGod published v2 titled "Communitymaxxing" that's packed with great updates:
- CTOs
- RWA Pairs
- Reflection tokens
- Exclusively non-token asset (no more devs dumping)
Having Ozzy lead this charge is incredible, as he has shown to ship extremely fast, understands the trenches, and knows how to communicate.
IMO, $Pons is positioned to be a cycle winner
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You
You see your token 2x and take the win.
You sell and go look for another 2x while losing 50% on the next trade.
You look at your port and realize all that work provided minimal gain or potential loss.
Crazy enough, your strategy has worked for the last 2 years.
But anyone that has made life changing money here knows you don't win big that way.
To win big here and truly change your life, you need to find the right tokens and be willing to wait.
You will definitely round trip, but you will also hit the trade that makes up for everything and way more.
It is not about how often you're right, it's about what do you win when you're right.
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I think $Pons is a cycle winner
And right now, Pons has dipped 50% because of rotations and short-lived fud.
- RWA on different launchpads
- Bonk Launch of Circus
- Noxa fake comeback
- Attacks on the site
- PF coins going up
But zooming out, those things have already been resolved:
- RWA coming in v2
- Circus is not a real competitor
- Noxa was fake fud, but exacerbated the dip
- Ozzy handling the attacks and showing competence
- PF coins will always fluctuate
So, looking past the recent fud, I see a lot to be bullish on.
For starters, I believe people are completely misreading how valuable the #1# launchpad on RH is worth with the amount of money ETH whales have to contribute.
The @ponsdotfamily community is extremely aligned which I feel is not priced in.
This dip is great because it is allowing for a lot of great people to enter and increase their positions.
Pons has not done any buy backs in over 15 hours and now has over 300 $ETH ($550k) available to use.
@MEADGod published v2 titled "Communitymaxxing" that's packed with great updates:
- CTOs
- RWA Pairs
- Reflection tokens
- Exclusively non-token asset (no more devs dumping)
Having Ozzy lead this charge is incredible, as he has shown to ship extremely fast, understands the trenches, and knows how to communicate.
IMO, $Pons is positioned to be a cycle winner
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"If someone told you 2 years ago, Robinhood is doing an L2, and you can buy the #1# launchpad for $25 Fucking Million Dollar Marketcap and that it's literally printing fees everyday with 80% buybacks, you would literally suck a cock to put as much money as you could into it."
-@osf_rekt
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OSF's Bull Case for Robinhood's Native Launchpad
"Everyone's trying to find the coin to hold if the Robinhood ecosystem does well."
" $PONS feels like the chosen launchpad."
"It's unlocked and printing fees every day. 80% goes to buybacks."
"This feels like a good bet to me."
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TRUST is the most important asset in the world.
Trust โฌ๏ธ = Speed โฌ๏ธ / Cost โฌ๏ธ
Trust โฌ๏ธ = Speed โฌ๏ธ / Cost โฌ๏ธ
Bonk lost it, they failed
Noxa lost it, they failed
Pons has it, they're accelerating
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Two days ago Bonk launched their launchpad.
The Pons eco dipped.
The dumb money sold and chased.
The smart money bought the Pons dip.
Fast forward to today Bonk's Circus is irrelevant.
Today Noxa relaunches.
The Pons eco is on a dip.
The dumb money is selling to chase.
The smart money is buying the Pons dip.
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Two days ago Bonk launched their launchpad.
The Pons eco dipped.
The dumb money sold and chased.
The smart money bought the Pons dip.
Fast forward to today Bonk's Circus is irrelevant.
Today Noxa relaunches.
The Pons eco is on a dip.
The dumb money is selling to chase.
The smart money is buying the Pons dip.
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I absolutely love seeing members of Future Whales crashing the @fomo leaderboards
@theunipcs
@Bull_Path
@remp0x
On one side you have @AvgJoesCrypto saying $PONS has the cheapest price-to-buyback ratio in crypto by a HUGE margin, 0.17x annualized vs PUMP's 9.7x.
On the other side you have Ansem saying buybacks alone don't work: trust, memetics, and attention are the underpriced inputs to valuation.
$PONS has both.
The launchpad is popping organically after the Noxa debacle, with a legit, doxxed dev who's locked in, community-aligned, and won't rug or scam his people.
That gives PONS the narrative PUMP never had: a fair, community-first launchpad where you actually share in the upside by buying the main coin on the platform, instead of watching the team extract $1B and ghost the airdrop.
Amazing fundamentals in the market + the trust premium that actually drives valuations.
Only caveat: no idea if the robinhood momentum sustains, or for how long. If it does, this is still the biggest upside play in the eco imo.
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Iโm a sucker for teams that expand the mog lore
The PFP generator is now live on the site.
Add Navi to your PFP for a subtle nod to the Hero of Hyrule, or generate Link in a variety of different colors.
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Where are we rotating to today?
Bro, Ansem
Bro, dump Ansem, port Bibi
Bro, dump Bibi, port Cupsey
Bro, dump Cupsey, port Cashcat
Bro, dump cashcat itโs a noxa token
Bro, dump RH, move to base
Launchpads are a winner take most on each chain so far.
Noxa is dead
$PONS is currently 1/3 of the chain volume and will continue to rise and take market share from all.
@ponsdotfamily is currently burning supply based on usage and has burned 20%+
in addition itโs on a 70% retrace
If you think this is the launchpad to win, this is a generational opportunity.
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Ansem CTOing Solana
Cobie CTOing Coinbase
Vlad launching RH Chain
And you're bearish?!
Todayโs data shows how fast $PONS ( @ponsdotfamily ) is growing. Just a few days ago, it was a launchpad generating only 0.3% of the total volume of all RH launchpads.
When I bought $PONS at a $500โ600k market cap, I had very limited information. I relied heavily on the opinions of people from the FW group founded by @DefiRabbitHole.
The main question was: โDoes the project weโre investing in have the most capable person, with the strongest reputation and the best connections?โ
We didnโt care about the data.
The bet was that competence and trust would deliver.
Who will be the fastest to replace Noxa.
I didnโt go to sleep until 11:00 a.m. because I wanted to make sure my research was solid.
Yes, fucking 11:00 a.m.
30x to ath in 27 hours. There was definitely some luck involved, but the opportunity was there. We did our research and placed our bets.
If you have a specific skill and want to join us in finding projects and talk about narratives and exchanging knowledge, reach out to @DefiRabbitHole.
The attached photo shows the objective data we based our decisions on.
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Just bought all Cobieโs pets and the Cobie token on solana he burned 50% of.
Future of finance
Bro, Ansem
Bro, dump Ansem, port Bibi
Bro, dump Bibi, port Cupsey
Bro, dump Cupsey, port Cashcat
Bro, dump cashcat itโs a noxa token
Bro, dump RH, move to base
it's crazy how quickly Pons became the #1# launchpad on Robinhood chain after Noxa shut down tbh
that took, what, a few hours? ๐
this is the craziest the trenches have been in ages ngl!
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To Trenchers everywhere,
I did a deep dive on @MEADGod.
This guy has had a chance to have big cash outs and never did.
Instead he went to bat for his community.
Now he has built great tech with @ponsdotfamily for Robinhood launches and will continue to ship fast.
Support Trusted Devs
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