LB(@lbexplorer):Finished closing half my $PONS position this morning. While I am still incredibly bullish, after a 15x move the RR is not as attractive as at $30M MC and the move higher isn’t as obvious. Still hold 350k $PONS valued $220k which I will look to LP out between here and $1B+ Challenge port value - $540k (130k in LP) Cash position

2026.09.24 07:37

Finished closing half my $PONS position this morning. While I am still incredibly bullish, after a 15x move the RR is not as attractive as at $30M MC and the move higher isn’t as obvious. Still hold 350k $PONS valued $220k which I will look to LP out between here and $1B+ Challenge port value - $540k (130k in LP) Cash position - $290k