Figures🇦🇷 retweeted
Burn. Rise. Repeat.
We just launched and we are putting these exact tools to work immediately. Market flips, we flip.
CA: DQfVqyCBweL181f4t52iiqHZrWjBc7sL1BKKDM6w13Dy
We're giving creators more power over their leveraged positions by letting them have the ability to:
1. Reduce leverage of their live perp positions and also increase it to the max cap.
2. Flip positions from long to short and vice versa when market sentiment changes.
3. Set take profit orders and stop loss orders for their perp backings.
All powered by @PhoenixTrade and @ImperialPerps
Note that this feature only works if you're the creator of a coin that has a live perp position.
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Figures🇦🇷 retweeted
if you like @PerpsPadfun on SOL you will love @Perpshood on ROBINHOOD 🫡
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A meme paired with a 3x short on $PONS is called "TAMPONS"...
The mechanics for TAMPONS are pretty interesting:
1) Every $TAMPONS trade pays a 1% fee; part of that revenue is continuously routed into collateral backing a 3× short position on $PONS
2) If PONS falls, the short generates a profit. The system periodically realizes part of it, then uses 75% of the proceeds to market-buy and burn TAMPONS
3) Flywheel:
TAMPONS volume → fees → larger PONS short → realized profits if PONS falls → TAMPONS buybacks + burns
It isn’t a direct or fully redeemable hedge; holders don’t own the short or have a claim on its collateral. But structurally, TAMPONS converts trading activity & PONS downside into recurring buy pressure for itself
I'd be surprised if @loraclexyz doesn't kingmake this to drive awareness
A memecoin with a treasury permanently betting against the launchpad it lives on is pretty ironic
purely on memetic value alone I'd say hats off to the dev for creating it; for the first time in a while innovation is returning to the trenches and it's a breath of fresh air
I'm seeing several memetic pairing structures with perp positions recently, so I suspect we will see various layers of this infra breakout
Obvious plays to me are:
1) Bidding the infra for pairing of leveraged stock positions like @Perpshood
2) the associated memetic mascots of HYPE / LIT in PURR ($9M) or LIGER ($1M)
3) Bidding TAMPONS for the pure memetic factor for when PONS pulls back (likely temporarily before it resumes upwards trajectory)
for all you guys who don't think $TAMPONS is working
perpshood.fun/coin/0xa3a273b…
treasury is up 2k from its perp treasury barely today with not even all the strategy fully filled
0xa3a273b2b389e718c0c490a4baee9347cd4a007b
$100K collateral gives TAM roughly $300K of PONS short notional.
If PONS drops 30%, that is roughly $90K gross PnL. If 75% of realized profits ultimately goes toward TAM buybacks and burns, that represents up to roughly $67.5K flowing back into TAM.
If PONS drops 50%, that is roughly $150K gross PnL, with up to roughly $112.5K going toward TAM buybacks and burns.
If PONS drops 70%, that is roughly $210K gross PnL, with up to roughly $157.5K going toward TAM buybacks and burns.
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Figures🇦🇷 retweeted
guys,
arc mainnet is fast approaching and the last thing you want to do is FOMO into the next PONS/INDEX/DELTA and so on.
Allow the ecosystem to grow, find conviction plays and size-in (size is relative ofc)
Do not chase low-conviction tokens boxed as narratives.
Sit back and watch the eco marinate.
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Figures🇦🇷 retweeted
I told you I made a link with the Chinese and you didn’t full port?
Alright
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Figures🇦🇷 retweeted
Part of the user feedback we've gotten is to reduce supply from team holdings.
With that in mind, we've decided to distribute to few communities, top chads, top pons holders and badge claimoors
We'd be doing this periodically to improve holders metrics.
First transfer to be executed, we sent a % supply to the founder @MEADGod of @ponsdotfamily
Transaction hash:
robinhoodchain.blockscout.co…
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Figures🇦🇷 retweeted
Cumulative volume on both perps and trading fees.
The first $1m is the hardest so they say.
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Figures🇦🇷 retweeted
We went from 0 to $12k in perp notional.
Hey @Lighter_xyz you'll feel a slight bump in your daily volume build up. Don't be scared it's us
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Figures🇦🇷 retweeted
The custom launch for creators is live!!!
You can now choose between buyback and burn or buyback and LP mechanism for your flywheel.
We've created a dev support channel for creators launching on perpshood as we're still early. To test and give feedback on every feature of Perpfication of @ponsdotfamily tek.
Ticker is $perpshood
Custom Launch Fee Distribution is now working internally.
Here’s what it entails:
The default flywheel for $PERPSHOOD is buyback & burn, which has been working well for the launchpad so far.
We've generated $1K+ from swap fees and $185 from Perps positions, with the proceeds contributing to the token buyback.
However, a more robust system means adding an LP model to the flywheel.
The reason is simple: we want launches to have deeper liquidity from the start.
Ultimately, the fee distribution model comes down to creator preference, whether they want fees directed toward buyback & burn or liquidity.
The only current bottleneck is that this choice is immutable once selected.
We're still testing this feature internally and will continue refining it before rollout.
More shipping this week.
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Figures🇦🇷 retweeted
Monad has a serious problem.
During the bear market, it was understandable that Monad wasn't getting much traction. But now that the market is warming up - and Robinhood chain in particular is red hot - the fact that Monad still lacks organic activity is very concerning.
The core problem, as I see it, is the market doesn't want or need what Monad is offering. Monad is a decentralized and neutral chain which is also fast. But is the market actually interested in this offering? Just look at the new products that have been successful in the last 12 months: Hyperliquid, Pump, and now Robinhood. None of them have particularly strong decentralization or neutrality. The market is telling you loud and clear that it doesn't care about the core value propositions of Monad.
Monad may have high TVL and transaction levels, but that is mainly due to incentives. The MON price is decent, but that is mainly due to the ex-Jump cofounders strategically defending the price with buybacks. I don't blame them for doing these things, but they are unsustainable. Now that Monad has been live for 10 months and the market is starting to warm up, it should be getting some organic traction.
But sadly, these days I see very few signs of real excitement or enthusiasm about Monad, either onchain or on the timeline. The most consistently positive Monad voices on the timeline are Monad employees (and a smattering of small accounts which exclusively post cartoonishly optimistic things about Monad and probably aren't real). Other than them, it seems like no one really cares.
I think for at least the next six months all new activity and building in crypto will be on Robinhood and other new chains like it. Soon Arc will launch, and probably Ink will try to make a comeback by dropping a token. Meanwhile, Solana and Base will both be fighting to maintain relevance. And who knows what Tempo will end up doing.
If current trends continue, it looks like Monad will remain sidelined.
If I had to give some advice, I would suggest a radical course of action. Monad should do a big pivot by dropping the central "Open" narrative and beginning to build first party apps. So keep making the chain faster and more decentralized, plus keep working on innovative features like MEV resistance - but drop the neutrality. Use that huge treasury and your talented employee pool to build cool apps. If you do that, it should attract retail users and other builders to the chain. This might be a terrible idea - what do I know anyway? - but what is clear is that something needs to be done.
Something about Monad needs to change before it's too late.
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Figures🇦🇷 retweeted
Perpshood token launches are all routed through @ponsdotfamily
With the underlying pons buyback and burn mechanism, perpshood launches are systematically designed to burn 2x faster, 3x even with more perps profit.
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Figures🇦🇷 retweeted
New Updates:
1. Will be adding more leverage positions.
2. More pairs
3. More integrations
A good time to build on @ponsdotfamily
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