Memos

Memos

On-chain readings, written from Robinhood Chain receipts rather than from aggregators or press. Each memo carries the one fact that matters, what it implies, what would make it wrong, and every source. Newest first.

No. 002 · 7 September 2026
How the PONS burn actually works
One contract, a 15 minute schedule, operator-set clip sizes. The evening of 6 September tick by tick: the clip halved at 16:59 while price fell, raised fivefold at 20:59 after 24 configuration calls from the deployer.
Read from the chain · not advice
No. 001 · 5 September 2026
PONS: what the chain says it is worth
The buyback verified on-chain, the revenue gap against pump.fun, a fair-value range, and where we had been wrong the week before.
Position disclosed · not advice