The author bullishly highlights $PONS at a $25 million market cap, noting that 26.5% of its supply has been burnt in under a month and 80% of protocol revenue goes toward buybacks and burns. The included image displays total daily protocol revenue of $4.90M between July 14 and August 9, 2026. The analyst expects a massive repricing higher if these revenues persist for another month, with trade invalidation tied to a prolonged drop in protocol revenue.