TheDamnIntern retweeted
AUCTIONS ARE LIVE: creditunion.fun/auctions
TheDamnIntern retweeted
rekt tradooor now up 86% to a 0.062 eth floor
now under 4% listed
the supply shock is coming
rekt tradooor now up 50% to a 0.05 eth floor
i have full belief @osf_rekt and @iliketabz will make these the pfp of robinhood
i think they will bridge $REKT to rh chain with a link to tradooor. with top robinhood collections 1-2eth? tradooors are going much higher
TheDamnIntern retweeted
$PONS just generated $1.34 MILLION in revenue today
and the day isn't even over
this is while Robinhood chain has cooled down over the last few days
yet $PONS is still sitting at:
- $201.96 MILLION annualized revenue
- $434 MILLION market cap
- $3.7 MILLION in the buyback wallet
and that buyback wallet is still rapidly growing
all of that capital will TWAP into $PONS on the open market
while new revenue continues flowing in faster than the buyback wallet can even be depleted
let that sink in
this is a protocol generating over $200 MILLION in annualized revenue
trading at just a $434 MILLION market cap
a multi-billion-dollar protocol trading for pennies on the dollar
$PONS remains the most underrated protocols in all of crypto
how much longer can the market ignore this?
Too much grave dancing on the timeline about $PONS.
Even with today’s number, they are still a top 10 revenue generating project in all of crypto.
In time, they will learn.
TheDamnIntern retweeted
since my last post about $PONS, the fundamentals have gone absolutely vertical
- 36.4k new tokens launched in the last 24 hours — a NEW daily record
- buyback wallet just hit a $3.4 MILLION revenue ATH — $3.4m+ that will be twapped into $PONS (and it keeps getting replenished much faster than it can be exhausted)
- daily revenue remains firmly above $1.3 MILLION
- Pons' Robinhood chain launchpad market share just hit an ATH of 82.5%
and here's the crazy part
ALL of this is happening while Robinhood chain is cooling off
yet $PONS is still sitting at just a $560 MILLION market cap
i'm getting VERY strong flashbacks to when $PONS was at $30m
the metrics were going up and to the right
vertical
i kept screaming that people needed to pay attention
almost nobody did
then $PONS proceeded to do a 30x in a matter of weeks
and it felt like it came out of nowhere
except it didn't
the metrics were telling you exactly what was coming
and right now, i'm seeing the same setup again
except the fundamentals are MUCH bigger
PONS is, IMO, THE most underrated trade in all of crypto right now from a pure fundamentals perspective
don't wait until the market notices before you start paying attention again!
$PONS revenue has almost DOUBLED since my last post btw
it has done $1.3M-$2M+ in DAILY revenue for most of the past week
and it hasn't had a SINGLE day below $1.1M in revenue over the last 7 days
let that sink in
but here's the part i think the market is massively underestimating:
THE BUYBACK
the $PONS buyback wallet now has almost $3M READY TO TWAP INTO $PONS
and it's being replenished from fees faster than it can currently be exhausted
this is an absolutely INSANE amount of organic buy pressure
and until now, it was difficult to track because the data wasn't readily available
so i suggested to @MEADGod that he put the buyback data directly on the analytics page
the man literally made it happen in minutes
what a chad! 🫡
you can now see the BUYBACK WALLET yourself on the Pons analytics page:
ponsfamily.com/analytics
100% of the fees you see there go towards $PONS buys/burns
and there are TWO other things here that i think the market is seriously sleeping on:
1. $PONS' ACTUAL MARKET CAP IS MUCH LOWER THAN THE FDV MAKES IT LOOK
price at the time of writing is $0.736
everyone looks at the $0.736 FDV price and thinks:
'$736M market cap'
WRONG!
~30% of the $PONS supply has ALREADY been bought and burned through fees since launch
which means the actual market cap at this price is closer to $515M
you're getting THE dominant launchpad on Robinhood chain at roughly a $515M actual market cap
think about that
2. PONS IS NOW CEMENTED AS THE LAUNCHPAD OF ROBINHOOD CHAIN
and it's not even close
the meme/stock meta has been THE biggest trend on Robinhood chain over the past week
so you'd naturally expect PONS' market share to get diluted
instead:
PONS MARKET SHARE HIT AN ATH OF 80% YESTERDAY!
it's been sitting around 75%-80% for most of the past week
AND:
Pons also hit an ATH of 28,560 TOKENS launched on the platform IN ONE DAY last week Saturday
27.6K new launches happened on the platform in the LAST 24 HOURS
even as Robinhood chain cools off slightly after its recent parabolic move
read that again
the chain cools off
PONS dominance goes to ATH
token launches go to ATH
revenue stays above $1.1M/day
buyback wallet approaches $3M and is being topped up at a much faster rate than it's getting depleted
and this is happening RIGHT as the market is finally waking up to the fact that Robinhood chain could be THE CHAIN OF THIS CYCLE
just before the bull run fully IGNITES
so what do you actually have here?
-> exploding Robinhood chain growth
-> an increasingly dominant PONS
-> $1M-$2M+ daily revenue
-> $3M of buyback ammunition
-> 30% of supply already burned
-> no VC unlock overhang
-> a cult-like early community
that is an absolutely ridiculous setup
and IMO the closest comparable is obviously $PUMP
and plenty of people already (and rightly, btw!) think PUMP is insanely undervalued by crypto standards
so i've been asking everyone who tells me:
'but why would i buy $PONS after it has already pumped so much?'
one simple question:
'if you were given another opportunity to buy $PUMP at a $500M market cap, would you?'
the answer is usually YES
except $PONS arguably has an even better setup
-> no VC unlocks
-> no massive supply overhang
-> an organic cult community that got in early and desperately wants the project to win
-> and the first onchain PvE environment that is literally being fueled by the platform itself
and here's the funniest part:
while crypto twitter is obsessing over how many X $PONS has already done
my tradfi quant is telling me his tradfi network is starting to catch FOMO
they're not asking how many X it already did
they're waiting for an opportunity to SIZE INTO $PONS
that's the difference between chasing a pump
and recognizing a fundamental repricing
i genuinely think $PONS might be THE TRADE OF THE CYCLE
and my bet is simple:
dips continue getting aggressively bought
until $PONS is trading in the BILLIONS
where i believe it belongs
LOCK IN!
RT @TheStevenWarner: As promised...
I said I would give away another NFT at 7 figure MC!
Since we are feeling the Good Vibes as this thi…
This quoted post is unavailable.
TheDamnIntern retweeted
Let’s talk about Loracle and his short position.
His first mistake was shorting $HYPE and losing $70M.
The next mistake he’s making is shorting $PONS, -$7.1M now, with liquidation at $1.8, while $PONS is trading around $0.95.
The problem is there isn’t much liquidity left in the $PONS LPs. One big enough buy could send $PONS flying.
Meanwhile, @wintermute is accumulating $PONS ahead of potential listings on major exchanges like Binance, Coinbase, Bithumb, ...
That puts his short in an extremely dangerous spot.
All it takes is one more major piece of news and $PONS could rip straight into his liquidation price.
And if that happens, the liquidation would trigger tens of millions of $ in forced buying, and that forced bid could push $PONS all the way to $5.5.
Facing a setup like this, he’s trying everything — yes, everything — to save himself from liquidation.
He severely underestimated Robinhood Chain and the $PONS Family.
Hope he’s okay.
For now, grab the popcorn.
The most interesting part is still ahead.
$PONS to $5.5 next week.
TheDamnIntern retweeted
Yesterday was another record day for Pons.
Over $644,000,000 volume in just 24 hours - $100m more than the previous day.
We're growing the Stock Token pie.
and 80% goes to buying PONS
This is wild
@ponsdotfamily generated more fees today than each group COMBINED:
> Hyperliquid + Polymarket + Fomo
> Robinhood + BSC + Solana
TheDamnIntern retweeted
Pons is under 2 months old and has done over $4.54B in volume on Robinhood Chain.
Let that sink in.
TheDamnIntern retweeted
$NBIS BREAKING : Nebius Butler Pennsylvania 1.2GW Flagship Ai Gigafactory Phase 3 Officially Approved 🔥🔥
$NBIS Update:
Pennsylvania Gigafactory Phase III zoning is OFFICIALLY APPROVED‼️
I called again and managed to get a hold of the Butler Township Supervisor Chairman Mr. Kessler.
We had a nice chat, and he confirmed tonight's ordinances passed 2 to 1.
Conversation notes 👇
1⃣ Selection Bias
Mr. Kessler told me that out of Butler Township’s ~5,000 residents, only 12 people showed up to tonight’s meeting.
Vineland has ~60,000 residents. Maybe 100 showed up to protest at the site amendment hearing.
Noise ≠ consensus. The loudest voices are almost never representative of the broader community.
Most residents are indifferent, supportive, or just not sufficiently opposed to bother showing up.
2⃣ Butler Township WANTS This Datacenter
Kessler told me Pennsylvania is “screwy” right now (with Shapiro), but his view is that datacenters are coming regardless.
Eventually, municipalities across the state will be asked to accommodate them. Butler Township decided to get ahead of that.
Two years ago, the township passed an ordinance designating where datacenters could be built, deliberately selecting an area along I-81 with substantial separation from nearby residents.
Rather than wait for the state to come in and say, “We’re putting a datacenter here,” Butler wanted to already be able to say:
“We have a spot.”
3⃣ Noise Study
Before the vote, Butler Township commissioned an independent noise study to model the datacenter under a range of operating conditions.
Kessler said the analysis incorporated roughly 15 years of local temperature data, because the cooling equipment becomes louder as temperatures rise.
He noted that temperatures high enough to push the facility toward its loudest operating conditions occurred only three times over that 15-year period.
The study modeled the facility at or near full cooling load during extreme heat, including temperatures approaching the local historical high of roughly 101.7°F.
It also modeled how noise attenuates with distance from the site. Kessler said the nearest property owner is approximately 3,500 feet away, and cited modeled levels falling to roughly 52 dBA during daytime, and into the mid-20 dBA range at night farther from the facility.
The study gave the board enough comfort to tighten the allowable noise limit from 75 dBA to 65 dBA.
12/ 12pm ET tomorrow, at tradooor.rekt.com.
Nothing is required from you to take part, but if you would rather see your name on the board than an address, go and sign for a desk before then.
Still without a tradooor? Head to: opensea.io/collection/rekt-t…



































