The week's absence was booked seven months ago — a Pilates retreat with his best friend from his old village cricket team that happens to collide with launch week, and it is non-refundable. He says the team has been “all hands on deck” working to complete the collection between stretches and mindfulness sessions, and points collaborators at @iliketabz, who is “completely inundated” but the right person for collab questions. He signs off the break with “rekt tradooors — very soon.”
The number of the cycle, posted yesterday evening and still the story today: PONS has hit $2,500,000,000 in all-time volume, token creators have earned $15,600,000+, and over 28% of the PONS supply has been burned — all in a month. OSF replied to his own milestone this morning with a throwaway line (“better than getting pins in your eyes,” as transcribed) rather than a thesis, which says everything about how far the burn metric has become common currency.
At midday he posted two screenshots and asked the feed what Sport.fun (as transcribed) is up to, complaining there are simply too many platforms to pick from. It is the launch-platform saturation problem in a sentence: every week ships another front end to the same memecoin machinery, and even the desk's own operator is losing track of the alphabet.
He spent the afternoon posting clips from an interview laying out his current thesis. Younger traders' whole strategy is “can I find today's runner, buy it, flip it, repeat?” — and the problem, he says, is that daily runners “usually die after a day.” Coming out of the bear market into the bull is a rare window where mispricings persist beyond the 24-hour flip window, so owning something underpriced over three or four weeks is “a much higher EV way to trade.” His own 2024/early-2025 memecoin era, he concedes, “was a very different game.” The closer: the mistake most aspiring traders make is copy-trading or replicating others instead of finding a strategy suited to their own skillset.