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$PONS 要归零了吗? 赶紧卖出吧,要不没有机会了! 草泥马,陪着 $PONS 一块死
华语三大,bybit会丢掉榜眼,gate会逆袭而上。 和 @0xMoon 0插母说的一样目前币圈资产形成了两大主流体系: 要么是减少上山寨,搞全球资产配置的RWA。 要么就是快上山寨,吃一波开盘的流动。 根据coindesk的数据来看,gate在rwa上处于前三的位置了。 毕竟他外汇、贵金属,美股、日股、台股,各类股票市场的指数都有。 而基本所有上新的币都会给gate做交易赛或者lauchpad。 而反观bybit: 在资产方面根据储备金来看,bybit的出金金价值还在前三,但是主要集中在btc、eth等加密主流资产方面。 3个月上了两个项目,一是0.76历史高点的 $pons,二是一周跌99% 市值60万u的 $kor (我亏麻)。 反观gate,在长尾资产方面一直发挥优势,也积极拥抱rwa创新,开通了U卡到同名银行卡的支付链条。 以上数据都是由0xmoon跟我交流中透露,都是新币我亏麻了。 但是他太义愤填膺了,说bybit不好的与我无关。
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跌跌不休了, $PONS 只有1.1亿了, $AI 更是惨不忍睹。
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While building Wormbook, we started scanning every launch on @ponsdotfamily for research purposes. 99,866 tokens checked. 351 flagged. 338 had zero-width characters: invisible text hidden in the name, ticker or description 13 had trading orders written straight into the metadata, aimed at AI agents To a human, these look like normal coins. An agent reads every byte, so it can be pushed to buy a token it should never touch, or fooled by a ticker that only looks real. That's roughly 1 in every 285 launches. Every scan is public. See them all yourself:
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robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 |10 月 5 日数据更新:累计销毁正式突破 32% 今天一直在赶路,到现在才有时间把数据整理出来。 1️⃣ Robinhood Chain交易量小幅反弹 过去 24 小时,Robinhood Chain DEX 交易量约 $1.1B,目前排名全链第三。 Solana 依然第一,交易量约 $1.9B;Base 约 $1.2B,排名第二。 前几天 Robinhood Chain 的交易量连续下滑,今天算是出现了一点反弹。 2️⃣ PONS:平台数据略有回升 过去 24 小时: 交易量约 $72M,较昨日 +2% 平台费用约 $890K,较昨日 +3% 协议收入约 $120K,较昨日 +1.7% 新发射代币约 4.6K,较昨日 +16% Holders 102,485,人数略有减少 另外,Pons 平台累计交易量已经达到 $16B。 3️⃣ PONS 累计销毁正式突破 32% 昨天链上大约又销毁了 20 万枚 PONS,累计销毁比例从 31.98% 上升至 32%。 PONS 从 31% 销毁到 32%,只用了 20 天,相当于这段时间平均每天销毁约 50 万枚。 不过最近单日销毁已经下降到约 20多万枚。如果未来维持 20 万枚/天,一个月大约还能销毁 600 万枚(0.6%)。 如果重新回到过去 20 天平均 50 万枚/天的水平,一个月则是 1500 万枚(1.5%)。 按目前每天约 20 万枚的销毁速度,到年底 PONS 累计销毁大约能达到 33.7%; 如果每天 50 万枚的速度,到年底则有机会达到 36.4%。
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好久没正儿八经冲土狗了,最近他妈的净捡剩饭剩菜吃。 #PONS# 是,#牛来# 也是,很多时候等我认真研究,别人肉都吃完了,我过去喝口汤。 包括 $SI。 之前我一直把它当普通 Meme,今天闲着把链上历史扒了一遍,发现这玩意跑得比我想象中猛多了。 9月21日最低 $0.0000409,9月30日最高 $0.07196,不到10天,极值直接干到千倍级。 当然别看到千倍就高潮,早期池子浅,最低价没多少人能买到,真正能完整吃下这段行情的估计没几个。 但它能跑出来也不是完全没逻辑。 Super Inu,Ticker就叫SI,对应Super Intelligence。 AI负责叙事,Inu负责币圈群众基础,两个字母负责传播,简单、好记、容易炒,这几点对Meme其实比讲一堆复杂技术更重要。 现在持币地址已经接近6万,热度起来以后,CEX自然也开始抢。 CoinW最近不光上了SI合约,最高给到50倍,还直接掏了85,000U做持仓活动。 撸毛的可以自己算算投入产出比,能低成本撸就撸,别为了几十U奖励跑去50倍梭哈,最后羊毛没薅到,自己成羊了。 只能说现在热门Meme是真香,项目吃流量,用户吃行情,最后连交易所都得真金白银砸钱进来抢人。 coinw现在真硬,这样砸钱,我要重拾撸毛老本行了……
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时间线全是被 $pons 套住的在嗷嗷叫 差不多快到捡货时刻了 Pons高点市值0.97,现在0.4不到,腰斩 台子现在还是赚钱的。一天费用80多万,协议抽一成六,八成拿去回购销毁,按照这个水平一年差不多3700万进持有人口袋。 市盈率7倍出头,没有算高峰期,按现在的收入算的。 对应底部区间 0.28-0.33 现在可以小仓建立,0.30附近更好 前提还是要收入稳住,再往上回升。
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Seven switches stand between a stock token and a loan. The $PLEDGE desk makes you flip each one yourself. Film M follows a single example, 100 NVDAc, from raw value to a repaid loan: 1. Connect: reads your account and sends nothing 2. Approve: an exact-amount approval, never a blank check 3. Supply: its own review, then your confirm 4. Enable: collateral switched on in a separate review 5. Borrow: debt, health and fee shown before your wallet opens 6. Repay: an approval alone does not repay 7. Read back: the mined transaction is checked and your position is refreshed Before switch 1, the desk does the math in the open. 100 NVDAc is about $23,481 (oracle price times the token-to-share multiplier, on two separate clocks). A 70% factor makes a 16,438 USDC theoretical limit, caps and liquidity shrink it to real room, and choosing half lands at about 8,219 USDC. That costs 6.58 USDC a month at 0.96%, starts at health 2.00, and a simplified 50% price fall takes health to 1. $PLEDGE lives on Robinhood Chain. The loans run on Base. Holding $PLEDGE is not collateral, not a fee entitlement and not loan eligibility. Built on Aave V4 data. If their value falls too far, Aave can sell your tokens. The loan still needs to be repaid. Illustrative walkthrough of the shipped UI, nothing signed or sent. Eligible users outside the US only. @aave @PledgeDesk @ponsdotfamily @coinbase CA:0xbCeFDAB9Ea24a16ca6F993A36f74Da17c63B8C3A Trade only the contract posted from this account.
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抄底了 PONS,回调够狠,这几天骂的人也多。我感兴趣的不是 meme 发射台,而是 meme 与美股的配对玩法。前面的文章也写了,crypto+美股是当前最重要的加密叙事,老鱼也还在学习中。先上车再学习。
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You typed an amount, approved the token, and nothing was supplied. That's by design. In this $PLEDGE desk film, an approval is only a permission for this exact amount, to the verified Aave Spoke. It moves nothing. - The review shows the network (Base), the action (Approve 0.00000001 NVDAc), your account, the transaction contract (the token itself), the token spender (the verified Aave Spoke), current USDC debt, health now and projected, remaining borrowing power, and the estimated execution fee - Change the amount, account or network and the review closes (the film shows a repay amount edited from 100 to 120) - After 60 seconds it expires, so preview again for current terms - The supply gets its own review and its own wallet confirmation - Enabling collateral is one more reviewed step Read each review. Confirm each action in your own wallet. Built on Aave V4 data. Captured read-only examples, 3 Oct 2026. No wallet signed or sent anything, and no activation was run. If their value falls too far, Aave can sell your tokens. The loan still needs to be repaid. Eligible users outside the US only, issuer and Aave rules apply. Lending runs on Base, separate from $PLEDGE on Robinhood Chain. @aave @PledgeDesk @ponsdotfamily CA:0xbCeFDAB9Ea24a16ca6F993A36f74Da17c63B8C3A Trade only the contract posted from this account.
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