$PONS currently trades at a $380M market cap with no token unlocks, while $PUMP sits at a $1.73B market cap. $PONS allocates 80% of revenue to buybacks (resulting in 29% supply burned) compared to $PUMP at 50% (16% supply burned). If $PONS achieves $PUMP's recent revenue levels, its valuation could hypothetically reach $1.2B to $1.7B based on $PUMP's multiple.