$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.
顯示更多