INTERVIEW WITH $PONS FOUNDER @MEADGod on MCG: > $13.5B volume in 2 months. Ozzy puts the pace next to early SushiSwap and OpenAI > After they whitelisted $DJT, the thin stock pair ripped $8 → $180. Now liquid pairs only, no weekend listings > Ozzy was pissed Uniswap launched its own pad while Pons was already feeding them v3 volume. Settled it in DMs, moved to v4 hooks, got Hayden + Uniswap marketing support. Uniswap Labs bought PONS > In Pons v2, hooks instantly swap creators’ cut into the pair’s base asset (stock, ETH, USDG) instead of their own token. Creators have already printed +$125M. ~31% of PONS already burned. Fees split 80/20 into buybacks Next: - New web app with invites - iOS app - token launches from iMessage + TG - Pons v3 with custom LP hooks Thesis: Robinhood isn't just RWAs. Next meta is TradFi retail + ETH memes. Pons can run both PONS isn't only riding its own narrative. It already sits on RH volume. Chain grows, flow hits Pons

BULLISH NEWS ABOUT $PONS PONS is launching a new meta and changing what tokens are launched against Used to be simple: meme vs stocks. Works for some stories but not for most. If it’s not about blue chips, the pair feels off and the niche just doesn’t buy it What’s new: - @ponsdotfamily listed $ORBIO and $SHROOM as pair assets. Not stocks. Family tokens - @TheIndexFi is pushing onchain ETF/Blend, that’s the next layer Pons already has SPY, QQQ, stocks, BTC, and RWAs. 2 moves from here: - meme vs meme - meme vs S&P 500/QQQ/custom basket A better pair → a clearer story → more conviction → bigger run Fees go to the protocol, creators earn in the asset they’re trading against, and PONS is the flywheel: fee → buyback → burn Buyback isn’t a team button. Burns are regular, the trigger is public. Stock pairs were an experiment Family cross-pairs are live ETF pairs would be the next layer It’s a new launch format

$PONS IS THE MOST INTERESTING RH TOKEN NOW Not because CT is screaming almost 1b again. Because the Robinhood meta cooled off, PONS revenue is down ~77% from ATH, and it’s been sliding for three days. This is the real test For a meme launchpad, a revenue reset is normal Why I’m still bullish: > In August, Pons already had a similar activity fade. Flow came back, and PONS almost ran to a $1B market cap. Token is around $0.62 now while revenue is resetting from the highs. Price ate the cooldown before revenue did > Look at who is sitting in the book: - Wintermute ~17.4M - Cumberland ~17.1M - GSR ~755k - Fourth wallet ~3.55M. Not confirmed MM, but it doesn’t trade like a random whale Only real issue: buybacks still aren’t automatic. ~$1.4M is sitting pending. Manual switch = flywheel still depends on the team PONS already survived the easy part: explosive launch, record fees, CT attention, almost 1B MC. Now we find out if the flywheel still works when the meta goes quiet If revenue stabilizes here and buybacks start hitting the tape again, this dip will look obvious later

ZCASH - NEXT ROBINHOOD? I'm very bullish on ZEC and not because it costs nearly like ETH lol Also @tyler (who built the Gemini exchange and whose Facebook idea Zuckerberg stole) mentioned them at a CFTC hearing imo next local bullmarket will be here quick instruction: > Wallet - @zodl_app > Bridge - @CryptoRubic > Launchpad + Terminal - @SHLDdotfun > NFT marketplace - @zec_bit Don't miss next NFTs (after zec_bit & ZKsnarks): >@zecfrogs - 6969 frogs, +5000 applications >@zaddrnet - 2800 pixelated JPEGs looking like broker Tokens: 1. $ZECAT - first OG memecoin trading on ZEC. Culture/mascot 2. $ZCAT - launched through StonkFun. The idea is simple: - ZEC-paired - 3% fee - The fee is used to buy ZEC and distribute it to ZCAT holders Basically INDEX, but with ZEC exposure 3. $TACZ - also ZEC-paired, the strategy is to distribute ZCAT to holders instead of ZEC. In short, they’re trying to build a flywheel can ZEC actually be the next Robinhood?