bonk

Trader Bonk Guy (@theunipcs) stated that Robinhood's latest financial report is a significant boon for the on-chain ecosystem, with Robinhood Chain playing a key role in the growth of its crypto business revenue. Robinhood CEO Vlad Tenev also expressed positive expectations for the future development of the on-chain business.Bonk Guy also mentioned that PONS currently accounts for about 88% of the market share of the Robinhood Chain token launch platform. He stated that if the ecosystem has bottomed out, PONS is expected to gain substantial returns from subsequent inflows of funds and is very optimistic about PONS's future performance.

Well-known trader Bonk Guy posted that although the current crypto community generally believes that the on-chain trading environment has fallen to historical lows, approximately six new tokens have reached a market capitalization of over 100 million to 300 million dollars in the past four months, and dozens of new tokens have completely diluted valuations (FDV) exceeding 10 million dollars.Among them, tokens such as PONS, ANSEM, CASHCAT, AI, and STONK have all reached FDVs of at least 300 million dollars. Despite the deterioration in market structure, there are still tokens that occasionally experience significant price increases. Compared to the period before the emergence of Robinhood Chain, and the sluggish period after the issuance of the TRUMP token last year, and before the initial rise of BonkFun, the current market is far from reaching its historical worst levels.Although the current market environment is not as bullish as it was a few months ago, it does not mean that on-chain trading opportunities have disappeared. As market sentiment is dominated by pessimistic views, it is expected that the market may soon warm up, with the recovery speed potentially faster than most people's expectations. It is recommended to pay attention to tokens that performed well in the last round of market trends and have high confidence, and consider gradually positioning during pullbacks. Historical experience indicates that some tokens may not only return to previous highs in the next round of increases but may also rise further, and the biggest opportunities in the market often appear before mainstream sentiment shifts.

Trader Bonk Guy posted a review stating that on October 10, 2025, due to systemic failures at several large centralized trading platforms, he experienced the largest single-day loss of his career, amounting to eight figures in dollars within minutes. In the following weeks to months, he lost millions of dollars due to overtrading.Bonk Guy indicated that a better choice at that time would have been to pause trading for several months or at least half a year and stay away from trading terminals. The eagerness to recover losses and prove trading ability drove him to keep entering the market. He believes that trading ability, experience, and systems are not sufficient to ensure consistent outperformance of the market; results also depend on market conditions, timing, and luck. Advantageous strategies vary in different environments, and sometimes the best trade is to not trade.He cited a cyclical framework stating that the average crypto bull market lasts about 1,060 days, accounting for approximately 74% of the cycle, while bear markets last about 380 days, accounting for about 26%; if the bull market is defined as when Bitcoin's price is above the 200-day moving average and the upward momentum is strong, the opportunity window may shorten to about 237 days, accounting for about 16% of the cycle. These numbers depend on the definition of the phases. He also mentioned that compared to forcing trades in unfavorable conditions, it is more important to protect capital, maintain judgment, and wait for the next significant opportunity. When lacking an advantage, one can temporarily stay out of the market or participate only with a small portion of funds that can withstand losses.

Binance will delist the BONK/FDUSD, JUP/FDUSD, LDO/FDUSD, and WAL/BNB trading pairs at 11:00 on October 23. Users need to disable related trading bot services before this time to avoid potential losses.

According to on-chain analysis platform Lookonchain, as the market rebounds, the well-known trader Bonk Guy's portfolio has increased by over one million dollars in the past 24 hours.Currently, he ranks first on both the 24-hour leaderboard and the historical overall leaderboard on the social trading platform FOMO.

According to Lookonchain monitoring, Bonk Guy (@theunipcs)'s portfolio value has dropped from a peak of 26 million dollars to 10.4 million dollars, shrinking by more than 15 million dollars.Meanwhile, PONS revenue has decreased from a peak of 11.42 million dollars to 103,600 dollars, with the token price falling by nearly 70%. Currently, Bonk Guy holds 10.9 million PONS, and the position value has decreased from a peak of about 10.3 million dollars to 3.47 million dollars.

Cryptocurrency trader Bonk Guy posted that he recently suffered a loss of about $100,000 from trading a new token, mainly due to overtrading and continuously consuming capital while chasing new trading pairs and liquidity rotations. The scale of this position far exceeded his usual investment in similar trades.Bonk Guy reflected that the common point of several recent losses was relying on others' judgments rather than establishing his own investment beliefs. He stated that most of the profits in this cycle came from independent judgment and sticking to positions, but after achieving success, he gradually became complacent and started making unnecessary trades.Bonk Guy emphasized that sometimes the best trade is no trade at all, and he will focus more on opportunities that he truly believes in for investment, even if it means missing out on some market movements.

Bonk Guy posted an analysis of the Robinhood chain ecosystem on X, urging Robinhood to strengthen its efforts on ecosystem tokens. He believes that the previous rise of the chain primarily relied on Robinhood's large retail user base and the narrative surrounding token listings, rather than technical advantages, thus creating a flywheel effect.Bonk Guy pointed out that the Robinhood chain has recently weakened, with reasons including the need for a correction after the previous large increase in ecosystem tokens, funds being diverted due to the recovery of Solana, and Robinhood's insufficient follow-up on ecosystem projects like PONS and AI.He stated that the absence of a collapse in the ecosystem after the HOOD Summit is a positive signal, and he remains optimistic about the user base and the flywheel effect of token listings in this ecosystem; if Robinhood increases listing catalysts and strengthens the distribution effect of token listings, on-chain activities will warm up in a bull market, and the next wave of increases will arrive soon.

Bonk Guy posted on the X platform that Super Inu (SI) has surpassed 60,000 holders within a week of its launch, with over 30,000 new holders in a single day. In the past two days, the on-chain trading volume exceeded 110 million USD, and the cumulative on-chain trading volume in the past seven days is approximately 163 million USD. He stated that no other meme coin has reached similar data during this cycle and in the past year.Regarding the decline in SI's price, Bonk Guy added that SI's market capitalization had previously risen from 3 million USD to 70 million USD and is currently undergoing a very healthy correction. He believes that a market cap of 100 million USD could become the next target of attention and is optimistic about its future performance. According to market news, SI's market cap is currently reported at 34.46 million USD, with a drop of over 22% in the last 24 hours.

According to Lookonchain monitoring, well-known trader Bonk Guy has now earned over 1 million dollars on SI.He invested 168,000 dollars to buy 19 million SI, which is currently worth 1.2 million dollars, yielding a return of about 6 times.

Famous trader Bonk Guy posted on the X platform, stating that CZ released a meme on the X platform, which likely hints at a potential surge in the BNB market. As the market begins to heat up, users should not say they were not warned beforehand. Bonk Guy added, "The warning has been given; it's just that you didn't notice."

Well-known trader Bonk Guy posted that market sentiment towards PONS may have dropped to a long-term low, with its comparable project PUMP currently having a market capitalization of about 2.7 billion dollars, up 17% today.PONS has an annual revenue of about 156.8 million dollars and a market capitalization of about 375 million dollars, corresponding to an annual revenue multiple of about 2.39 times; PUMP has an annual revenue of about 463.6 million dollars, corresponding to a market capitalization of about 2.7 billion dollars, with an annual revenue multiple of about 5.82 times.PUMP is the leading Launchpad in the Solana ecosystem, while PONS is the leading Launchpad on the Robinhood Chain. If the Robinhood Chain can maintain a certain level of ecosystem activity in the future, the gap between PONS's current valuation and its revenue scale may be worth noting.

Renowned trader Bonk Guy stated that MARSCOIN's current trend is "very clean," and a significant rise is expected in the fourth quarter, also noting that its fundamentals are improving.The analyst believes that as BNB and BNB Chain's influence increases in this cycle, the "Musk + CZ" narrative for MARSCOIN is further strengthened. He pointed out that in the last cycle, SHIB and DOGE's market capitalizations respectively surpassed 40 billion and 80 billion dollars, while MARSCOIN this time will combine elements from Musk, Binance founder CZ, and space rocket company SPCX. Additionally, Binance has currently supported the related ecosystem through SPCX rewards and part of its own trading fees, suggesting that the market may be underestimating MARSCOIN's potential performance in the coming months.

Renowned trader Bonk Guy responded to criticisms regarding long-term holding of tokens and not choosing to sell, stating that long-term holding of high-confidence assets is part of his trading strategy, and he does not believe that one must sell after a significant price increase.Bonk Guy indicated that PONS is the most promising utility token in his portfolio, currently valued at approximately 400 million dollars; USELESS is his most favored meme coin, currently valued at around 270 million dollars. Neither has reached 1 billion dollars, while some meme coins and protocols that performed strongly in the previous cycle had market capitalizations exceeding 4 billion to 5 billion dollars, which is why he has chosen to continue holding them.

Bonk Guy posted on his personal channel stating that excluding TRUMP, USELESS has currently become the highest market cap Meme coin in the Solana ecosystem, surpassing tokens like BONK, WIF, and FARTCOIN. Bonk Guy further mentioned that although the market caps of the aforementioned tokens had reached several times the current market cap of USELESS months ago, USELESS's rise to the top of the Solana Meme coin market was "inevitable," based on the logic that "all Solana Meme coins are USELESS," and USELESS will ultimately surpass every crypto Meme coin.

According to Lookonchain monitoring, Bonk Guy's portfolio has appreciated by approximately 2.5 million dollars in the past 24 hours, with total assets exceeding 19 million dollars.Currently, it has returned to the top position on the FOMO platform's 24-hour leaderboard and has ranked first on the historical overall leaderboard for a consecutive month.

According to on-chain analysis platform Lookonchain, well-known on-chain trader Unipcs has not sold any $PONS, $USELESS, or $MarsCoin during the period when their portfolio shrank by $12.6 million over the past 10 days, maintaining their positions.With the recent market recovery, their portfolio has rebounded by over $2.1 million in the past 24 hours, reclaiming the top spot on the FOMO platform leaderboard.

Well-known trader Bonk Guy posted on his personal channel that for a long time, Arc has been one of the "best performing" public chains. At the project's launch, it connected to several key platforms such as FOMO and DEX Screener, with major launch platforms including Argus, Tolly, Lift, and Long. However, Arc is not the next Robinhood, BNB, or Solana, and users should participate with caution, stating that viewing it as a similar public chain may lead to losses.Bonk Guy added that Arc is essentially a stablecoin public chain, and it may find suitable applications for stablecoins in the future, but it is currently difficult to see how meme coin traders can stay on this chain long-term. He also revealed that he has bought meme coins on the Arc chain but plans to hold them for no more than a few days, emphasizing that if participating in meme coin trading on Arc, it should be viewed as a short-term opportunity.

Well-known KOL Bonk Guy (Unipcs) posted that his investment portfolio was valued at over 28 million dollars two weeks ago, and then it retraced nearly half to about 14 million dollars. Bonk Guy stated that he is not worried about this retracement and mentioned that he will publicly trade on FOMO next, aiming to first increase his asset size to 30 million dollars, then to 50 million dollars, and ultimately to exceed 100 million dollars.At the same time, he announced a total reward of 350,000 dollars for active traders who join FOMO through his referral link.