- Crypto Degen - Onchain Research Robinhood Maximalist

RH Ecosystem
Joined January 2014
Bullish news about $PONS. EU expansion starting Ozzy just dropped that Axis Group, EU crypto lawyers, helped them with the MiCA white paper They're getting EU compliance instead of staying pure degen forever This is a real move for a launchpad: > Makes it easier to reach EU users and exchanges > MiCA white paper is the bare minimum to operate in the EU > Shows they're playing longer term, not just farming This is bullish mainly bc it shows that Pons is growing up @MEADGod finally moving on more than just app teaser Not just another degen launchpad anymore
Robinhood report tomorrow. Where’s $PONS news? In a recent interview Ozzy said the mobile app is close, whitelist is out, and they’re going after Pumpfun Now he’s basically gone, barely replies Onchain looks bad too (last 24H): > Volume hit new low: $24M > Revenue hit new low: $35K > Burn contract ETH: 74 on Friday → 57 now (108 last week) @ponsdotfamily still flexing the 30 day volume. Founder stays quiet Chart bleeding under $160M. Holders are cooked When’s the app actually dropping, @MEADGod?
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Robinhood needs to support their own eco They dropped a teaser with CHIP GRAM XPL ONDO SUI INJ HBAR Cool, more listings. Fine But two months and the only native token they listed is $CASHCAT Where’s the love for $PONS or $INDEX? The whole chain is bleeding. Volume dead, charts cooked, retail leaving @MEADGod said in the recent interview: Robinhood team is supportive but neutral. Not picking favorites Maybe it’s time to pick some favorites and push them If you’re not gonna help the projects that live on the chain, what's the point of it?
Robinhood report tomorrow. Where’s $PONS news? In a recent interview Ozzy said the mobile app is close, whitelist is out, and they’re going after Pumpfun Now he’s basically gone, barely replies Onchain looks bad too (last 24H): > Volume hit new low: $24M > Revenue hit new low: $35K > Burn contract ETH: 74 on Friday → 57 now (108 last week) @ponsdotfamily still flexing the 30 day volume. Founder stays quiet Chart bleeding under $160M. Holders are cooked When’s the app actually dropping, @MEADGod?
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$INDEX volume $9K. Holders get only 3% of payouts Total volume across all markets ~$330K But fees only come from this thin Uniswap V4 pair: > $9.3K volume > 73 txns > 11 buyers vs 28 sellers INDEX holders are getting 36x less payouts than they should rn No fees → no stock buys → flywheel dead @TheIndexFi still quiet. Chart is cooked Still waiting for the next random $5K sell to dump it
$INDEX. 17 days of complete silence. 7 days without payouts Starting to find @TheIndexFi behavior funny People defending them say they’re great devs and don’t owe holders any communication Many projects already showed that tech alone doesn’t get you far Even if they’re actually grinding nonstop Can you imagine these hardworking guys still haven’t fixed one single payout bug after all this time? @standard_rsv, @RealBucketShop, some new projects like @RoboticsReserve - everyone else already solved this. Everything works Better to buy a working product on the way up than catch the 10th bottom of an AFK project If team comes back and payouts start working - great They only managed to collect $9k in the distributor from fees after a -50% dump lol Good luck and patience. This market is rough
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Robinhood report tomorrow. Where’s $PONS news? In a recent interview Ozzy said the mobile app is close, whitelist is out, and they’re going after Pumpfun Now he’s basically gone, barely replies Onchain looks bad too (last 24H): > Volume hit new low: $24M > Revenue hit new low: $35K > Burn contract ETH: 74 on Friday → 57 now (108 last week) @ponsdotfamily still flexing the 30 day volume. Founder stays quiet Chart bleeding under $160M. Holders are cooked When’s the app actually dropping, @MEADGod?
When Robinhood szn 2.0 starts? $CASHCAT, $PONS, $AI, $INDEX all dumped hard. CT is fudding and panic selling into the fear TVL still sitting flat at $1.13B. Smart money isn't leaving Just MM shaking out weak hands before the next leg Real bottoms are quiet. This one needs more time to exhaust people first People wait for the perfect entry and miss the whole move Once it reclaims, it runs before most even notice If you're in stables - buy now if you're in right bags - hold tight
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$PONS UPDATE Over the past 24h: > Volume: $25M, -22% > Fees: $258K, -35% > Revenue: $37K, -33% > New launches: 1.1K, -21% All numbers dropped hard $270K available for buybacks & burns. 0.11% of total supply Bought & burned, last 24h: > 197K PONS > 0.02% of total supply valued at $46K Cumulative volume: $17.15B
$PONS UPDATE Over the past 24h: > Volume: $32M, -6% > Fees: $398K, -6% > Revenue: $55K, -13% > New launches: 1.4K, -13% All metrics fell slightly $290K available for buybacks & burns. 0.12% of total supply Bought & burned, last 24h: > 198K PONS > 0.02% of total supply valued at $47K Cumulative volume: $17.1B
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$1B plays on Robinhood Chain: $PONS + $CASHCAT One dies if the chain slows down. The other doesn’t PONS - product play > Main launchpad on the chain > Fee → burn flywheel is working > Needs volume and activity to work CASHCAT - pure meme > No product, no roadmap, no utility talk > First mover + real Robinhood mascot history > Doesn't need volume or fees to stay alive One needs the chain to keep cooking. The other just needs to stay the main cat Easiest and safest way to bet on Robinhood Chain rn Holding PONS, CASHCAT or both?
When Robinhood szn 2.0 starts? $CASHCAT, $PONS, $AI, $INDEX all dumped hard. CT is fudding and panic selling into the fear TVL still sitting flat at $1.13B. Smart money isn't leaving Just MM shaking out weak hands before the next leg Real bottoms are quiet. This one needs more time to exhaust people first People wait for the perfect entry and miss the whole move Once it reclaims, it runs before most even notice If you're in stables - buy now if you're in right bags - hold tight
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$INDEX. 17 days of complete silence. 7 days without payouts Starting to find @TheIndexFi behavior funny People defending them say they’re great devs and don’t owe holders any communication Many projects already showed that tech alone doesn’t get you far Even if they’re actually grinding nonstop Can you imagine these hardworking guys still haven’t fixed one single payout bug after all this time? @standard_rsv, @RealBucketShop, some new projects like @RoboticsReserve - everyone else already solved this. Everything works Better to buy a working product on the way up than catch the 10th bottom of an AFK project If team comes back and payouts start working - great They only managed to collect $9k in the distributor from fees after a -50% dump lol Good luck and patience. This market is rough
$INDEX dropped -40% to $4M. No more stock buys? Few hours ago INDEX crashed 40% in 2 hours, down to $4M mcap - What happened? - Book with no liquidity happened. The buy + distribution mechanism is basically dead rn Bot that buys stocks for holders hasn’t triggered in days 0 buys. 0 distributions Fees sitting at 0 ETH today Flywheel stopped Price got crushed Believers still here?
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When Robinhood szn 2.0 starts? $CASHCAT, $PONS, $AI, $INDEX all dumped hard. CT is fudding and panic selling into the fear TVL still sitting flat at $1.13B. Smart money isn't leaving Just MM shaking out weak hands before the next leg Real bottoms are quiet. This one needs more time to exhaust people first People wait for the perfect entry and miss the whole move Once it reclaims, it runs before most even notice If you're in stables - buy now if you're in right bags - hold tight
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$PONS revenue ATL. Bottom in? Hit $800M last month. Down 80% now Yesterday was the lowest revenue day - $30K Weeks ago it was doing $12M > No real liq left > Retail is mad > Some calling it dead Still the main memecoin launchpad on Robinhood Chain Memes aren’t going anywhere. People will keep launching and trading them Most of the selling rn is early buyers taking profit Once that dries up and volume comes back, the flywheel can spin again Still holding PONS?
$PONS buyback pool is almost empty Burn contract ETH dropped from 110 → 90 → 67 in a few days. Daily buyback dumped from $120K to ~$45K over the same period The old pile is almost gone. Only $200K left in the buyback splitter Once it’s gone, burns match real revenue again > Yesterday: $55K protocol revenue > 80% of that = $44K/day > 150K PONS burned at current price Buffer empty. Burns follow real volume now Until volume and fees come back, this is the pace @MEADGod we need some bullish news asap
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$PONS UPDATE Over the past 24h: > Volume: $32M, -6% > Fees: $398K, -6% > Revenue: $55K, -13% > New launches: 1.4K, -13% All metrics fell slightly $290K available for buybacks & burns. 0.12% of total supply Bought & burned, last 24h: > 198K PONS > 0.02% of total supply valued at $47K Cumulative volume: $17.1B
UPDATE ON $PONS Over the past 24h: > Volume: $34M, -21% > Fees: $422K, -13% > Revenue: $63K, -15% > New launches: 1.6K, -16% All numbers declined slightly $300K available for buybacks & burns. 0.12% of total supply Bought & burned, last 24h: > 183K PONS > 0.016% of total supply valued at $47K Cumulative volume: $17.1B
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$PONS buyback pool is almost empty Burn contract ETH dropped from 110 → 90 → 67 in a few days. Daily buyback dumped from $120K to ~$45K over the same period The old pile is almost gone. Only $200K left in the buyback splitter Once it’s gone, burns match real revenue again > Yesterday: $55K protocol revenue > 80% of that = $44K/day > 150K PONS burned at current price Buffer empty. Burns follow real volume now Until volume and fees come back, this is the pace @MEADGod we need some bullish news asap
NEW INTERVIEW WITH $PONS FOUNDER OZZY @MEADGod x @alpha_co | 10/23 > Mobile app is close. Early WL exists. More trading + creator tools than another FOMO clone > Not trying to win Robinhood anymore. Goal is to take share from PumpFun and other pads across chains > Robinhood team is supportive but neutral. Not picking favorites > Goal is to become the main place people monetize ideas, not just another pad > Betting hard on stock pairs + TradFi coming onchain. Thinks that's the narrative that can move volume back > Focus on product rn. V2 had issues, backend is fixed, now working on the next version instead of shipping random features Ozzy says Robinhood season is coming back When volume returns, they want to be ready
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Why $TORCH fee model is better than $PONS Most pads including Pons take creator fees through a Uniswap V4 hook on one main pool Problem is simple: > Someone creates a new pool without the hook > Sets lower fee > Volume moves there after a month > Creator fees dry up > Flywheel dies TORCH does it different Fee is in the token contract itself, not a hook on one pool: > Works on any pool or router > Third parties can make new pools, fee still hits > Only on buys > Harder to bypass That's why their fees should last longer Big difference for long term sustainability of the pad and the coins launched on it
$PONS got a rival. $TORCH wants the launchpad throne @Torchpaddotfun is only 13 days old and already cooking: TORCH: $106k 7d revenue, $11m mcap PONS: $460k 7d revenue, $172m mcap Look at the mcap vs revenue gap Flywheel is the same as PONS: more users → more volume → more fees → more burn Chart went to nearly $20M in 10 days All metrics growing every day: users, fees, burns Meanwhile PONS is looking weak rn ATL on revenue, low burn rate, chart bleeding Tough period for Pons and its holders Too early to say if Torch can dethrone Pons on RH Chain But competition drives progress This will push Pons to get better too
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$INDEX dropped -40% to $4M. No more stock buys? Few hours ago INDEX crashed 40% in 2 hours, down to $4M mcap - What happened? - Book with no liquidity happened. The buy + distribution mechanism is basically dead rn Bot that buys stocks for holders hasn’t triggered in days 0 buys. 0 distributions Fees sitting at 0 ETH today Flywheel stopped Price got crushed Believers still here?
$INDEX dumped back to $7M. Buying? Yesterday showed how easy it is to move a book with almost no liq Rumors about INDEX x Uniswap collab and it pumped +50%. Overnight buys of $40k added millions mcap. Then sells dropped it just as fast Despite the team's silence, a strong community formed around it. Plus follows from @vladtenev, @fern and @MEADGod Any small bullish news or even a single team post could send it to $15M. Book is empty. $61K volume lol Remember, same thin pool can dump the whole move back down just as fast Still believe in the dividends meta?
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NEW INTERVIEW WITH $PONS FOUNDER OZZY @MEADGod x @alpha_co | 10/23 > Mobile app is close. Early WL exists. More trading + creator tools than another FOMO clone > Not trying to win Robinhood anymore. Goal is to take share from PumpFun and other pads across chains > Robinhood team is supportive but neutral. Not picking favorites > Goal is to become the main place people monetize ideas, not just another pad > Betting hard on stock pairs + TradFi coming onchain. Thinks that's the narrative that can move volume back > Focus on product rn. V2 had issues, backend is fixed, now working on the next version instead of shipping random features Ozzy says Robinhood season is coming back When volume returns, they want to be ready
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Best time to buy $CASHCAT. @Quanterty confirmed Clearest bet on Robinhood Chain rn Been sitting ~$100M for weeks now and still holding while everything else on RH is bleeding Only one that really found a bottom After Qwerty’s take, my conviction only got stronger Don't believe me? Listen to Qwerty ↓
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$PONS got a rival. $TORCH wants the launchpad throne @Torchpaddotfun is only 13 days old and already cooking: TORCH: $106k 7d revenue, $11m mcap PONS: $460k 7d revenue, $172m mcap Look at the mcap vs revenue gap Flywheel is the same as PONS: more users → more volume → more fees → more burn Chart went to nearly $20M in 10 days All metrics growing every day: users, fees, burns Meanwhile PONS is looking weak rn ATL on revenue, low burn rate, chart bleeding Tough period for Pons and its holders Too early to say if Torch can dethrone Pons on RH Chain But competition drives progress This will push Pons to get better too
$PONS buybacks dropped -80% in 1 week. Why? Oct 9-13 was ~$250K/day. Dropped to ~$120K from the 16-20. Now it’s been ~$50K for several days $250K → $120K → $50K The 7 day burning cycle finally caught up to the lower volume and fees Early Oct burns were eating the bigger pile from better weeks. That pile is gone Splitter has some money left, but intake is empty and current revenue is weak. Until volume comes back, get used to buybacks staying at this level or going even lower
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$INDEX dumped back to $7M. Buying? Yesterday showed how easy it is to move a book with almost no liq Rumors about INDEX x Uniswap collab and it pumped +50%. Overnight buys of $40k added millions mcap. Then sells dropped it just as fast Despite the team's silence, a strong community formed around it. Plus follows from @vladtenev, @fern and @MEADGod Any small bullish news or even a single team post could send it to $15M. Book is empty. $61K volume lol Remember, same thin pool can dump the whole move back down just as fast Still believe in the dividends meta?
$INDEX +50% in 2 days. -20% in 1 hour. WTF? Bounced from $7M to $10.8M. Classic low liq move +28% in one night. $PONS red, BTC flat What moved it: > Uniswap posted new hook drops tomorrow > CT instantly links it to INDEX > Thin pool: ~$500K liq Then the hook dropped. It wasn’t about INDEX lol No mention of INDEX. No basket. No stock payouts $10.8M → $8.4M Overnight $40K of buys added $2.5M This afternoon $21K of sells took $2.4M off That’s what a thin pool does in both directions Real picture still the same: > No real stock payouts since Oct 18 > Team still quiet since Oct 8 Same thin pool can dump this whole move back down just as fast Don’t forget to take profits
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$PONS buybacks dropped -80% in 1 week. Why? Oct 9-13 was ~$250K/day. Dropped to ~$120K from the 16-20. Now it’s been ~$50K for several days $250K → $120K → $50K The 7 day burning cycle finally caught up to the lower volume and fees Early Oct burns were eating the bigger pile from better weeks. That pile is gone Splitter has some money left, but intake is empty and current revenue is weak. Until volume comes back, get used to buybacks staying at this level or going even lower
Without Robinhood the trenches die again Before RH chain started cooking everyone was saying the same shit No more runners, market dead, just farm and leave Then $STONK and $PONS took share from $PUMP > Liquidity moved > 9 figure tokens started printing across both chains > People held instead of flipping > Market felt PvE $CASHCAT ran. AI and Pons printed real money Stonk did the same on sol. Other chains started competing again Macro same as a month ago Now Pumpfun has the share back. RH getting FUD nonstop And suddenly we’re asking if we’ll ever see a 9 fig again Not a coincidence
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UPDATE ON $PONS Over the past 24h: > Volume: $34M, -21% > Fees: $422K, -13% > Revenue: $63K, -15% > New launches: 1.6K, -16% All numbers declined slightly $300K available for buybacks & burns. 0.12% of total supply Bought & burned, last 24h: > 183K PONS > 0.016% of total supply valued at $47K Cumulative volume: $17.1B
UPDATE ON $PONS Over the past 24h: > Volume: $43M, 0% > Fees: $485K, -11% > Revenue: $74K, -6% > New launches: 1.9K, -5% Volume flat while fees, revenue and launches cooled off slightly $300K available for buybacks & burns. 0.11% of total supply Bought & burned, last 24h: > 167K PONS > 0.016% of total supply valued at $48K Cumulative volume: $17B
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Without Robinhood the trenches die again Before RH chain started cooking everyone was saying the same shit No more runners, market dead, just farm and leave Then $STONK and $PONS took share from $PUMP > Liquidity moved > 9 figure tokens started printing across both chains > People held instead of flipping > Market felt PvE $CASHCAT ran. AI and Pons printed real money Stonk did the same on sol. Other chains started competing again Macro same as a month ago Now Pumpfun has the share back. RH getting FUD nonstop And suddenly we’re asking if we’ll ever see a 9 fig again Not a coincidence
STOP SELLING $PONS $CASHCAT $INDEX. ROBINHOOD SEASON 2.0 SOON Everyone’s dumping, but fresh money keeps flowing into RH Chain Timeline is screaming the chain is dead. CASHCAT, PONS, INDEX bleeding out. Retail is panic selling at a loss Onchain says the opposite TVL didn’t drop. It's grinding higher and just crossed $1.15B Volume keeps growing. Money is not leaving. New liquidity is coming in while prices stay down If this was actually over, capital would be bridging out. Instead it’s parking on the chain and eating the panic sells Classic shakeout. Smart money is loading while CT sells the bottom
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