$PONS founder Ozzy has openly announced buying $YOLO, but the chart does not seem to reflect any significant upward momentum This also highlights the biggest current problem for Pons: The entire ecosystem currently only has PONS itself performing well, while almost none of the tokens launched on the platform have shown strong price performance Now it is also being overshadowed by Stock Meme Coins, while v2 has still not launched Based on the current situation, Ozzy may be starting to feel pressure If Pons cannot produce a breakout token before the v2 launch, then after v2 goes live, the probability of creating a successful breakout project may also become relatively low If this situation continues in the long term, it could eventually impact the entire Pons economic flywheel Combined with the fact that more and more new launchpads will continue entering the market, competition pressure will only increase

Found a wallet address that bought $139.9K worth of $MarsCoin at an average market cap of 5.85M, obtaining 23.9M in holdings. It has currently made a profit of $97.8K from sales, with an unrealized profit of $380.6K from its remaining position More information: Win Rate: 33.33% Total PnL: $342.6K (+137.88%) Balance: 0.352 BNB ($207.76) Wallet address:

The $STONKBROKER flywheel continues to operate: In the real world, dividends from companies such as Apple, Amazon, and NVIDIA automatically accumulate into your ERC-6551 StonkBroker wallet The assets themselves continue compounding, turning staking into a model of: “self-staking + self-compounding.” Activated StonkBroker NFTs continuously receive real stock token airdrops through the protocol mechanism, while also benefiting from the compounding effects generated by underlying company dividends According to the key burn data officially released by the project, total burned supply has exceeded approximately 487 million tokens Burn records: July 19: 224,966,054 tokens burned July 23: Total burned reached 426.43M July 26: Additional 40,264,681 tokens burned July 28: Additional 12M tokens burned July 30: Additional 8,678,213 tokens burned Stock Booster has currently accumulated: 105 transfers 2.5201 ETH Total value of stock token airdrops distributed to activated StonkBroker holders: $262,429 Additionally, the upcoming Broker Box is a provably fair stock token lottery mechanism Users pay to “draw once,” and the system randomly provides a real stock token along with a multiplier (similar to a game gacha machine, but the rewards are real stock tokens) Key features: 90% RTP: Theoretically, players receive back an average of 90% of their spending VRNG: Uses an on-chain verifiable random number generator. Anyone can verify whether the results are fair The system has no administrator key, meaning it cannot be manipulated or paused Now the question is how long this flywheel can continue running The above content is entirely my personal understanding and analysis (DYOR). If you have other opinions, feel free to discuss them in the comments

Found a wallet address that bought $237.03 worth of $Chiikawa at an average market cap of 6.89K, obtaining 34.3M in holdings. It has currently made a profit of $14.6K from sales, with an unrealized profit of $10.3K from its remaining position More information: Win Rate: 46% Total PnL: +$110.8K (+6.86%) Balance: 33.33 SOL ($2.47K) Wallet address:

$Chiikawa 1.38m dyor 2c1KjiyQow66QfsnCtoyuqfo3AuxgpBMEoAq5oiiXqdu okx wallet: Chiikawa is a character and IP from a web manga series created by Japanese illustrator/manga artist Nagano It began serialization mainly on X in 2020. Later, it received physical manga volumes, and in 2022, a TV anime adaptation produced by Doga Kobo was released. The IP has since expanded into a large ecosystem including merchandise, collaborations, games, and more It is not a traditional mascot. Instead, it is a complete manga/anime IP character, similar to cute-style franchises like Sanrio or Sumikko Gurashi However, Chiikawa’s stories have more of a mix of daily life + adventure elements, making it especially popular across Asia, with extremely strong merchandise sales The recent increase in attention is mainly because the first Chiikawa theatrical animated movie was recently released in Japan At the same time, official merchandise, pop-up stores, themed attractions, collaborations, and mobile games have continued expanding The merchandise boom around Chiikawa is still ongoing in regions such as China, Hong Kong, and Southeast Asia The above content is entirely my personal understanding and analysis (DYOR). If you have other opinions, feel free to discuss them in the comments

$FRONG 3.36m dyor 0x6245e67affa44a23077f0ea7f981a8dc743a0c47 okx wallet: The frog that Uniswap's founder replied to happens to appear as a large frog on the upcoming Uniswap Launchpad website Additionally, the FRONG developer's funding wallet is linked to Zack's Farcaster account, so it is also possible that it was created by Zack, a Uniswap designer The above content is just my personal understanding and analysis. It does not express optimism about any project and does not constitute investment advice. If you have other opinions, feel free to discuss them in the comments

$IMD the dev is Adam Adam had already experimented with early “creator tokens” in 2017, when this was still a very rare concept among dApps. The project was even featured by Coinbase Wallet in its early days He has also built many side projects and was recognized by some as one of the developers behind Muse DAO He previously built the Lotus project on Arbitrum He also worked with others on “The Raffle” on Sudoswap His on-chain virtual pet-style P2E game Frenpet reached a peak market cap of approximately $100m The reason to be bullish on IMD is because Adam has a track record of successful projects The combination of: Claude one-click token creation + Uniswap v4 Hook bonding curve + permanent fee sharing currently has almost no direct competitors in the market At the same time, AI Agents are gaining momentum, and v4 Hooks are also a major technological trend. The project sits directly at the intersection of these two narratives The product logic is coherent: Free token launches; Creators permanently receive 1% of trading fees; Significantly lowers the barrier for ordinary users and vibe coders to launch tokens If AI programming truly experiences large-scale adoption in the future, tools that allow every AI-created mini application to directly add an economic layer could have genuine demand Simply put, the project belongs to the category of: “Real product foundation + new narrative + low market cap + experienced developer” which makes it a high-quality early-stage opportunity However, risks remain: The launchpad sector is already highly competitive, and there are still limited large-scale usage data and proven successful cases at this stage The above content is entirely my personal understanding and analysis (DYOR). If you have other opinions, feel free to discuss them in the comments

$IMD 2.43m dyor 0xd34a99bc0f67ae1bbd63c660e6d0b0dd03e263b7 okx wallet: A launchpad that lets users "launch a token with one sentence using AI," combining Claude AI + Uniswap v4 Hooks + NFT Users chat with Claude and say, "Help me launch a token" or "Deploy this vibe-coded app to Ethereum." It automatically generates a crypto wallet locally, deploys an ERC-20 token on Ethereum mainnet for free, and automatically adds a Uniswap v4 bonding curve. After deployment, the token creator immediately starts earning 1% of every transaction fee, permanently No need to write contracts, prepare gas, add liquidity, or understand technical details. It is designed specifically for "vibe coders." Previously, ordinary people who wanted to launch a token or add a crypto economy to their small apps had to understand Solidity, deploy contracts, add liquidity, pay high gas fees, and were vulnerable to rug pulls. It was complex with a high barrier. Now it becomes "just say it to AI." Launch is free, anonymous, and creators continue earning, turning token issuance from a technical task into something as simple as posting a tweet Each new token launched through the tool has independent tokenomics: total supply of 1 billion. 49% for creators, unlocked linearly over 6 months; 51% for public pool, tradable immediately. Transaction fee is 2%, with 1% for the creator and 1% for the platform. Launch is completely free The token was originally called VIBE, but is now commonly known as IMD. Its main role is as a platform token. 1% of the 2% transaction fee from all tokens launched through the tool goes to the platform. The better the project develops, the more launches and trading activity, the more the platform earns, which benefits this token. Combined with the Identity MD NFT, the developer has released a free mint Identity MD NFT, possibly used for early trading priority, identity gating, and more Currently, the Uniswap v4 custom bonding curve hook is nearly complete, with an official announcement and liquidity migration coming soon In one sentence: "Free launch of a token with fair tokenomics and permanent fee sharing" — this entire package is the most comprehensive introduction to the project The above content is entirely my personal understanding and analysis (dyor). If you have other opinions, feel free to discuss them in the comments

$CTO 323k dyor BmH3twUxDs5mHzBd8yi7KashW7B6n34HRtb4sdHNwHcM okx wallet: A large-scale illegal immigration incident is currently taking place in Ceuta, Spain Reports claim that tens of thousands of illegal migrants crossed the border from Morocco into Ceuta. The local government has declared a state of emergency because reception centers are severely overcrowded, with many people reportedly sleeping outdoors The topic has gained significant attention online. Many public figures have already discussed the situation, and the original post reached 3.6m views within less than 3h The majority of reactions have been dominated by anger, anxiety, and hostility Many people are directly describing the incident as an “invasion” rather than immigration. A common sentiment is that the government intentionally failed to act, or even assisted the situation Some people are also expressing concerns that Europe as a whole is “falling,” with a strong sense of helplessness and pessimism about the future The above content is entirely my personal understanding and analysis (DYOR). If you have other opinions, feel free to discuss them in the comments

$uPEG shared an article titled "On Building." The main content roughly means: using their project uPeg as an example to demonstrate how to use Uniswap v4's hooks to create truly fully on-chain generative art. The randomness, art, and provenance are all written directly on-chain, without relying on external servers So the project seems to be building a Uniswap v4-based on-chain token + image launch tool. It truly solves the problem of allowing ordinary people, such as artists and creators, to easily create objects with real on-chain provenance, history, and permanence, without having to write contracts, deploy them, or handle liquidity themselves

I did not expect that not many well-known memes have come out of the RH chain, but quite a few launchpads have appeared One is rialto, an official Robinhood partner, and the other is letscash from the $CashCat community However, in terms of daily trading volume and market share, $Pons still maintains an absolute lead

$UNAWARE 270k dyor 3Hfbhg84nsUtzrTPTu8SpnhzFcDpAsvXv1cEyX4opump okx wallet: The Financial Times reported: Situational Awareness, an AI-themed hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has suffered significant losses following the recent downturn in AI stocks and is currently seeking to raise new capital Leopold Aschenbrenner is a very young researcher who worked on OpenAI's Superalignment team. He was fired by OpenAI in April 2024, with the official reason being suspected information leaks. He himself stated that it was mainly because he submitted safety-related memos to the board and expressed concerns about AI safety, which eventually led to retaliation After being fired, he published a long series of articles in June 2024 titled "Situational Awareness: The Decade Ahead." He then named his AI-themed hedge fund after the paper, Situational Awareness LP, initially raising approximately 200 to 250 million USD with support from Patrick Collison, John Collison, Nat Friedman, Daniel Gross, and others The fund employs a highly concentrated and leveraged strategy, mainly betting on AI infrastructure-related companies and holding private stakes in companies like Anthropic. By mid-2026, its assets under management had swelled to approximately 20 billion USD. As of the end of June 2026, the fund's net return was about 439%, an extremely exaggerated performance However, there has recently been a clear pullback in AI and semiconductor-related stocks. Due to the fund's concentrated positions and high leverage, the losses were significantly amplified. On July 24, Aschenbrenner described the drop as a "buying opportunity" in a letter to investors and hinted that he would welcome additional capital. The fund is now discussing raising new capital with existing investors and lenders, and some investors have been offered the opportunity to directly purchase the fund's holdings Since the fund is called Situational Awareness, but this fund, named after "situational awareness," used high leverage and concentrated positions to aggressively bet on AI infrastructure stocks. During the July AI stock crash, the losses were drastically amplified by leverage, forcing the fund to seek new capital Netizens then collectively joked: a fund that constantly emphasizes "situational awareness" itself shows no awareness of leverage risk and short-term market volatility, getting trapped to the point of needing new capital. The name and reality form a sharp contrast The above content is entirely my personal understanding and analysis (dyor). If you have other opinions, feel free to discuss them in the comments

$黄金时代 1.7m dyor 0x25953078ab08b6738be8a572c2a123d019627777 okx wallet: The Golden Age appeared on the White House website The token's LP is XAUt, a digital asset backed by physical gold Coincidentally, Binance has been promoting Stock Meme recently, so this also rides on that trend The above content is entirely my personal understanding and analysis (dyor). If you have other opinions, feel free to discuss them in the comments

Found a wallet created 3d ago that bought $95 worth of $V4 at an average market cap of 2.84K, obtaining 33.4M in holdings. It currently has an unrealized profit of $207.2K from its remaining position More information: Win Rate: 0% Total PnL: $162.5K (+>99,999%) Balance: 0.253 ETH ($486.79) Wallet address:

$V4 2.26m dyor 0x7987f03462200b3d8a072e02c89a8a41dcb124ee okx wallet: A custom token launch platform built on Uniswap v4 The biggest new capability introduced by Uniswap v4 is Hooks, which allow developers to insert custom logic into liquidity pools However, writing Solidity contracts and creating custom hooks has a very high technical barrier for ordinary users. Programmable simplifies this process by packaging complex hooks into simple, selectable “launch models.” Users do not need to write code. They can launch a token on Uniswap v4 with customized rules through a one-click process This allows ordinary users to create tokens that “work according to their own designed rules,” rather than only launching standard ERC-20 tokens or building complicated smart contracts themselves Essentially, it works like a template marketplace for token mechanisms Token utility: 50% of protocol revenue will be used for daily buybacks of V4 Unlike traditional token burns, the repurchased tokens will not be destroyed. Instead, they will be permanently added into major liquidity pools In the future, if someone’s custom hook is used in a launch model, the creator of that hook can receive a 0.10% trading volume revenue share from tokens using that hook The above content is entirely my personal understanding and analysis (DYOR). If you have other opinions, feel free to discuss them in the comments

What is interesting is that two days ago, Binance Wallet just introduced a new section called “Stock Meme Coins.” At the beginning, it only included four tokens: $ASTEROID $GME $AI (from Robinhood Chain) and: $MarsCoin (from BSC Chain) Later, MarsCoin was listed on Alpha, and then Jacket was also added to the Stock Meme Coins section So, what exactly is the “new thing” CZ was talking about? That is really hard to guess🫣

$Jacket 2m dyor 0xb82535e74b03ffe4910efea1c759b6bbbf0a7777 okx wallet: There are 5 tokens in Binance's Stock Meme Coins section Three are from the Robinhood chain, and two are from the BSC chain Among them, MarsCoin is listed on Alpha with a current market cap of 22.42M. So that leaves JACKET. Based on past experience, this Stock Meme Coins section is essentially designed for listing BSC chain tokens. That is why currently only the two BSC chain tokens are pumping However, the core asset of Binance's bstock concept is still MarsCoin( The above content is entirely my personal understanding and analysis (dyor). If you have other opinions, feel free to discuss them in the comments

Look at this sentence: “I support all meme coins. Over the next few weeks, I may even buy (or sell) one or two of them to try something new. May the best meme coin win.” The key phrase here is “to try something new.” So what exactly is this “new thing”? It probably wouldn’t be CZ or TCC, right🤣? Think about it carefully