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LB
@lbexplorer
How can I lose, I started with nothing
加入 November 2021
100 正在關注    8.8K 粉絲
$PONS is next cycles ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73 Virtuals launched in 2024 on Base and was a launchpad based around tokenising AI agents. In the space of 80 days, ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73 went from 0 to $5B FDV. Early revenue numbers for Virtuals match $PONS very closely. Both saw early traction and had 300/400K days before a period of consolidation where people doubting whether this was something sustainable. After a few weeks of consolidation Virtual saw a significant increase in volume (similar to what we are starting to see with RH chain). What followed was a two month period of incredible volume where ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73 had $1M+ revenue days and topped at $5B MC. While I think the timeframe for $PONS to hit $1B will be longer and the multiple of revenue will be lower (Virtual traded at P/S of 15) the pattern is clear.... If RH chain adoption continues, there is no doubt $PONS will have $1M+ revenue days. Now lets say launchpads trade at a 10x multiple of revenue during peak bull ($PUMP currently at P/S of 6 which is also incredibly low imo). This would put $PONS at $3B FDV. A 30x from current valuation. The path for $PONS is obvious. All you need is a bit of patience.
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