many have highlighted several valid reasons why Robinhood chain will succeed for example: • Robinhood's massive brand advantage, a $100B+ company with tens of millions of users • the sheer number of vested interests that want to see it succeed, from Uniswap and Arbitrum to wealthy ETH OGs and the broader Ethereum ecosystem, all of whom finally have a chance to put Ethereum back in the spotlight but i think one of the most underrated reasons is @vladtenev and his team many assume Vlad simply got lucky building the biggest and most influential retail trading platform in history as some kid from Bulgaria everything he's done with Robinhood chain so far suggests otherwise he has shown himself to be incredibly strategic, with every move feeling deliberate and carefully calculated you can see it in the announcements the team makes, the projects he engages with, and both his personal and corporate communication as someone who's been in this space for multiple cycles, i genuinely can't think of another blockchain founder who's played things this well for example: • Ethereum's biggest breakout came after CryptoKitties, DeFi Summer, and ultimately the memecoin boom led by $SHIB, yet Vitalik has repeatedly come across as tone deaf toward memecoins and has openly dismissed the community • Solana only truly exploded once memecoin traders embraced the chain, yet its founders and official accounts have repeatedly alienated the very community that helped drive its growth • i don't even need to get into Base's recent fiasco and years of similarly tone deaf messaging too many founders treat memecoins as slop or a plague on their ecosystem when in reality, it's a $25B sector that has proven to be one of crypto's most durable sources of attention and activity what is Vlad doing? he's leaning hard into memecoins and even went as far as shouting them out and saying he likes them on Robinhood's recent earnings call the irony is that memecoins have consistently been the biggest catalyst for getting new chains noticed people pay attention when a chain is hot and the fastest way to make a chain hot is to have an army of retail users trading, posting, and generating excitement around it that drives transactions, wallets, onchain activity, early TVL, and liquidity developers notice that momentum and start building and the fastest way to create that momentum is through memecoins Vlad seems to understand this better than almost anyone you can see it in how he communicates, who he interacts with, and how Robinhood chain engages with the community i think that's one of Robinhood chain's biggest and most underrated advantages and one of the reasons i believe it'll dominate this cycle

imagine thinking the Robinhood chain eco just dies here and that's it you must be a beginner those who have been here for multiple cycles and are carefully paying attention will tell you this: we get a new chain every cycle where the main action happens and it's rarely the same chain every cycle in the 2020/2021 era it was Ethereum then it was Solana in the 2022/2023 era it will be Robinhood chain in the 2026/2027 era i strongly suggest positoning accordingly

a major mistake i made in the past was being blindly loyal to my bags and the communities around them i round-tripped eight figures while chasing social clout last cycle because of it you'd think the people in those communities would've stood by me afterward nah most of them ridiculed me and clowned on me and, honestly, rightly so i won't be making the same mistake this cycle vanity metrics like social clout might feel good in the moment, but they rarely last when the tide turns, the same people will happily turn on you your loyalty should be to YOUR not your bags and certainly not any community you should be routinely taking profits on any and every coin as long as you're not doing anything illegal or unethical

it's crazy how so many people could justify buying $CASHCAT at a $200M market cap... but now struggle to justify buying $PONS, the token of Robinhood chain's leading launchpad with more than half the market share of the entire sector, at such a ridiculously low valuation this is despite Pons generating millions in revenue monthly, even while Robinhood chain is in a lull on top of that, 80% of its revenue is used to buy back and burn $PONS it's like getting the chance to buy $PUMP or $HYPE... except at a low-cap valuation do you get it?

i find it funny how CT and trenchers keep rotating into every new flavor-of-the-day chain ngl they must be obsessed with losing money two weeks ago, everyone was forcing the Base narrative after seeing Robinhood chain's success... and we all saw how that ended last week, i posted the first screenshot in my TG channel while everyone was pushing Stable chain as the next Robinhood chain kind of event for the trenches i shared the other two screenshots in another trenches chat needless to say, the top memecoin on Stable is down ~90%, and barely any meme there has gained real traction don't get me wrong, i've got nothing against Tether or Arc chain in fact, i think both could thrive if they're used for what they were actually designed for: stablecoins but trying to force a memecoin narrative onto every new chain that launches is just ridiculous most of these guys don't understand memecoin culture. they'll happily nuke your bags and be completely insensitive about it if you want to trade memecoins, just focus on Robinhood chain, Solana, and maybe BNB chain 🤷‍♂️

i first bought and called $MARSCOIN on FOMO at a $3.2m market cap just 2 days ago it's now up over 1,000% i first bought $PONS on FOMO at a $4m FDV. it reached a $65m ATH about a week later i bought $BRODIE at around a $700k market cap. it reached $7m in less than a week all of this has happened within the past two weeks... in a bear market i can only imagine how crazy things will get in a proper bull market i've been very selective about what i call on X and in my Telegram channel but for the past year, many people have been asking me to take more degen trades and share them publicly that's what i'm doing on FOMO now if you're not following me there yet, you should:

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

i think the attention dissipation and fragmentation we're experiencing right now is exactly what strengthens the $USELESS thesis a few cycles ago, we only had a handful of memecoins to buy today, there are more than 55 million cryptocurrencies and thousands of launchpads are facilitating the creation of hundreds of thousands of new tokens every single day on Solana, Robinhood Chain, and dozens of other active blockchains this isn't getting better it's only going to get worse and no matter how creative or nihilistic a memecoin is, there will eventually be so many versions of it that people will suffer analysis paralysis trying to decide what to buy but $USELESS is different it's instantly understandable 99.9999% of all those tokens, past, present, and future, are, and will continue to be, USELESS the more fragmented this space becomes, the more powerful that message gets $USELESS isn't just another memecoin narrative it's THE final boss of memecoin narratives

yeh the market initially faded the emergence of $PONS after the Noxa shutdown and so far, it has severely underrated both the project and its role in the Robinhood ecosystem many sold their tokens the day Circus launched, automatically assuming Pons had lost since then, however: - Pons market share has gone from 53% to 73% - Pons market cap went from $11m to a peak of $52m in just 7 days $PONS has the lowest market cap-to-revenue ratio in all of crypto, and it's not even close i.e. a 0.626x revenue multiple versus: - 2.4x for $PUMP - 5.57x for $AERO - 11.8x for $LDO - 22x for $HYPE - 36.9x for ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 so even if it wasn't the top launchpad and only had one-quarter of the traction it has today, it would still be undervalued relative to almost every other revenue-generating protocol v2, which launches in a few days, will only amplify this... by a lot Pons is responsible for 54% of ALL transactions and activity on Robinhood Chain Pons has achieved such massive network effects and market dominance that it would take a lot to displace it any way you look at it, people should be buying $PONS now, not selling panic dumping here is incredibly irrational IMO!

It appears PONS was largely unaffected by the new launchpad debut on Robinhood Chain yesterday In fact it saw an increase in many key metrics Plus the protocol has now bought back and burned 22% of its supply

it's always funny watching people overreact and irrationally panic dump high-conviction plays yesterday, many panic sold their $PONS tokens because a Robinhood partner launched a new launchpad so how did the day end for Pons? 1. 18,707 tokens were launched on Pons yesterday that's 56.71% more tokens than the day before and 67.63% more than two days earlier that's also a 6-day high for new tokens launched on Pons 2. Pons ended the day with $101.4 million of the total $138.2 million in launchpad volume across Robinhood chain that's 73.4% of all launchpad volume on Robinhood chain for context: • there are about 59 launchpads on Robinhood chain, yet Pons still did nearly 3x more volume than the other 58 launchpads combined yesterday, even after this new launchpad went live • just one week ago, Pons had a 53% market share. over the past week, it has averaged a 62.5% market share 3. Pons ended the day with $162.5k in revenue • this is more or less in line with what it has been generating over the past week • it's even more impressive considering yesterday was a weak day for both BTC and equities, while Robinhood chain activity also cooled somewhat 4. Pons burned 4.29 million tokens over the last 24 hours • that's above the 7-day average of 3,353,716 tokens per day • there's still roughly $350k sitting in the buyback wallet, and it's being replenished very quickly through new fees 5. Pons v2 should turbocharge the Pons narrative • v2 has the potential to increase Pons' market share and strengthen its dominance by allowing tokens to be paired with stocks, stablecoins, and a variety of other assets • v2 should also maximize revenue for Pons and could potentially double revenue, all else being equal • that could mean up to 2x more burns even if activity on the platform remains the same, which is remarkable considering Pons has already burned 22% of its token supply in just two weeks • this is happening while $PONS trades at a 0.626x revenue multiple versus 2.4x for $PUMP, 5.57x for $AERO, 11.8x for $LDO, 22x for $HYPE, and 36.9x for $UNI • in other words, $PONS is already significantly undervalued relative to other revenue-generating protocols, and v2 looks poised to make that valuation gap even wider TLDR: 1. there is clearly room for several launchpads to thrive on Robinhood chain 2. every objective metric shows that Pons remains the clear leader and has so far been completely unfazed by the launch of a new competitor 3. if anything, Pons' fundamentals have only improved and they're about to be turbocharged with the launch of v2 later this week panic sellers will buy back higher

seeing some takes for $PONS v2 launch to be "priced in" sure, some aspects of price action could be attributed to speculation but main data point to track is still rev/day if revenue keeps rising w v2, your priced in thesis will quickly be proven wrong w buybacks

v2 is bullish for $PONS — three core reasons: 1. Significantly stronger revenue generation (earlier + larger income) In v1, protocol fees mainly come from trading after projects graduate and enter the Uniswap pool Many projects die before graduation, or their trading volume is concentrated only in the early stage, meaning the actual revenue captured by the protocol is limited v2 changes this by collecting fees from the very first second of bonding curve trading, with fees charged on both buying and selling This means that as long as someone trades on the bonding curve (regardless of whether the project eventually graduates), the protocol can immediately generate revenue These fees will ultimately flow into wallets dedicated to buying and burning PONS Therefore: More protocol revenue → More PONS purchased → More PONS burned. 2. Stronger security (more complete anti-rug design) v2 ensures that liquidity after graduation is permanently locked The smart contract does not even contain an unlock function Creators are therefore almost unable to manipulate the project at later stages: Cannot withdraw liquidity; Cannot arbitrarily add new taxes; Cannot modify core parameters. For traders and holders, this reduces the trust barrier and makes it easier for projects to retain capital and trading volume Higher trading volume → More fees generated → More revenue flowing back into the PONS buyback and burn mechanism 3. Much broader application scenarios (from meme launchpad to chain-wide issuance layer) In v1, only WETH pairing is supported, making it essentially focused on memecoin launches However, v2 supports customizable paired assets: Stablecoins; Tokenized stocks; Any other approved tokens. This means Pons will no longer only be used for launching memes It can become a general-purpose token issuance infrastructure across the entire Robinhood Chain ecosystem The more projects that launch through the platform, the more trading activity and fees are generated And these fees will ultimately feed into the PONS buyback and burn mechanism Summary: Higher revenue generation + stronger security + expanded utility At the same time, with its current relatively low valuation, the v2 upgrade represents a clear positive catalyst for PONS holders