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Bonk Guy:PONS 若對標 PUMP 則目前可能被嚴重低估,值得持續關注

2026-09-29 23:10:29

ChainCatcher 消息,知名交易員 Bonk Guy 發文表示,市場對 PONS 的情緒可能已經降至長期低位,其可比項目 PUMP 目前市值約 27 億美元,今日上漲 17%。

PONS 年化收入約 1.568 億美元,市值約 3.75 億美元,對應年化收入倍數約 2.39 倍;PUMP 年化收入約 4.636 億美元,對應市值約 27 億美元,年化收入倍數約 5.82 倍。

PUMP 是 Solana 生態的主導型 Launchpad,而 PONS 則是 Robinhood Chain 上的主導型 Launchpad。如果 Robinhood Chain 未來仍能保持一定生態活躍度,PONS 當前估值與其收入規模之間的差距可能值得關注。

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