PONS Prints All-Time Highs as the Fee Engine Climbs
Daily revenue ramps from $1M to $1.6M; Robinhood's tokenization heat flips positive
The PONS tape mid-stream
Rates came off their highs after payrolls, though even the long end drifted lower on the day. OSF put the market's implied odds of a Fed rate HIKE next month at roughly 60–65% and said the move was a classic post-payrolls rotation. He also flagged Nvidia, CoreWeave and Intel ripping higher and floated the idea that all three could squeeze back toward higher levels.
The revenue question got an on-chain answer: roughly 150,000 launches in the last week, $675M in bonding-curve volume, $2.7B generated to date, and $37M in gross fees this week alone. The top fee contributors are obscure meme launches, not the household tokens, with creator rewards paying 70% to the creator — which OSF called a proxy for Robinhood activity, noting the coins are burning supply rather than the usual high-FDV low-float pattern.
AMC's CEO posted about Robinhood's tokenized-stock program and legal concerns, prompting a scramble into a fresh AMC-adjacent meme coin that ripped from zero to roughly $160M in hours — while OSF's own related position sat down 31%. He reads the discourse as positive: it has drawn company-CEO attention and financial-press coverage, and Robinhood now answers through a former SEC commissioner as chief legal officer.
Newlie coin (as-transcribed) is doing roughly $84M market cap on $23M of volume, and the market is pricing eventual Binance spot listing in the wake of Mars Coin's precedent. OSF analogized the target zone to Mars Coin's $150–200M neighborhood — a 2 to 2.5x at current levels, or a 4–5x if it drops toward the $50M area first — and said he was sitting this one out.
On the build side, OSF said the ecosystem can “very easily bridge” onto Robinhood, that the target chain is EVM, and that it is happening — telling viewers to stay tuned. He framed the new tooling as an end to spending six figures on a day of manual work, rewarding experimentation so long as it doesn't hurt people or get extractive.
The OG cinema token (as-transcribed) was making a comeback — back up to $4.3M after hitting $8M — and OSF admitted considering a buy before deciding to “stop being stupid.” On questions he was a fan of the higher-market-cap coins coming out of the XYZ ecosystem (as-transcribed) for community and mindshare reasons, had no view on the gold pair, and called the Eli Lilly pair (as-transcribed) probably worth a look, especially if Sisyphus is behind it.