Originally published at https://mrnasdog.com/research/pons/inflation
The Pons coin page has the score, the price drivers and every question answered — mrnasdog.com/research/pons. Below: supply, line by line.
PONS Inflation Analysis · October 2026 · Supply shrinking · projected to keep shrinking
PONS is deflationary: no new PONS can ever be made, and over the 90 days to Oct 14 2026 fee-funded buybacks and holder burns sent 144.45M PONS to the burn address, against 0 new coins. That is a net change of −21.38% of the 675.66M PONS in circulation. At today’s price the same buyback money would burn about 67.88M PONS next, or −10.05%, and the Pons buyback is slowing as launchpad fees fall from their September peak.
The verdict, in one paragraph
Over the last 90 days the PONS supply in circulation fell by 21.38%, and the next 90 days project another 10.05% fall at today’s price. Our inflation monitor has no 90-day reading for PONS yet, because its record only starts on Jul 21 2026, eight days after the coin launched, so there is no gap to measure and no ⚠ chip. The two do agree on where supply stands now: about 679.3M PONS on Oct 9 2026 in both. PONS is a fixed-supply launchpad token that shrinks by buyback and burn.
Sell pressure: where new PONS comes from
Protocol inflation is 0. All 1,000,000,000 PONS were created in one go when the coin launched on Jul 13 2026, and the whole amount went straight into the Pons trading pool. The PONS token contract has no mint function, no owner and no upgrade path, so no one can ever add to the 1B.
Vesting unlocks are 0. Pons has no team, investor or treasury allocation. Every PONS was bought out of the pool by traders, starting with the creator’s own first buy on launch day, so there is no vesting schedule and nothing waiting to unlock.
Foundation and unscheduled unlocks are 0. The Pons team wallets hold very little PONS (listed in the overhang section below), and all of it already counts as circulating. A sale from one of them would move coins from one holder to another, not add new PONS to the market.
Long-term locked and bankruptcy releases are 0. Nothing is locked on a schedule and there is no bankruptcy estate. The pool’s liquidity is locked forever, but the PONS inside the pool trades every second and is part of the circulating supply.
Buy pressure: where new PONS goes
The programmatic buyback removed 127.25M PONS in the 90 days. Pons launchpad tokens pay a 1% trading fee; for PONS the protocol takes 10% of its own pool’s fee, and for tokens launched since mid-July the protocol takes 30%. The Pons docs say 80% of protocol fees buy PONS and send it to the burn address, and the other 20% pays for servers and the team. Until Sep 2 2026 a team wallet ran the buyback by hand and burned 96.15M PONS in this window, including 8.11M PONS it collected as fees. Since Sep 2 2026 a buyback contract buys a little PONS every few minutes and burns it at once: 31.10M PONS so far. On Oct 3 2026 Pons upgraded that contract so fees are claimed every 7 days and spent over the next 7, at a pace the founder put at about 2 ETH an hour.
The buyback cost about $21.8M over the 90 days, but the spending is falling: about $8.1M in the last 30 days and $1.7M in the last 10. Spent at today’s price of about $0.32, the 90-day amount would burn 67.88M PONS in the next 90 days; at the pace of the last 10 days it would be closer to 48M. Because the money comes from launchpad fees, the PONS buyback grows and shrinks with trading on Pons.
The protocol fee burn is 0. Gas on Robinhood Chain is paid in ETH, so no PONS is burned automatically by using the chain. Foundation buying is 0: apart from the fee-funded buyback, no team wallet bought PONS. New long-term locks are 0: PONS has no staking.
Holder burns removed 17.19M PONS more. 96 other wallets sent their own PONS to the burn address, most of it in August 2026. These burns stopped almost completely in early September, so we expect 0 from them in the next 90 days.
Foundation and overhang
Pons has no foundation reserve. The PONS that team-linked wallets hold is small next to the 675.66M in circulation: the Pons 2-of-3 multisig holds about 385,359 PONS; the team wallet that ran the buyback until Sep 2 2026 holds 251,252 PONS; the buyback contract holds 0 PONS and about 59.8 ETH waiting to buy; an early launch wallet that burned PONS in July holds 3.10M PONS; and the wallet that deployed PONS holds none. We track all of these on chain. If any of these balances falls between our checks, the outflow goes into the Foundation and unscheduled unlocks row at the next check. The real risk to PONS supply is not a wallet but a rule: the docs say the 80% buyback share is not immutable yet, so Pons could lower it.
How PONS compares to other launchpad tokens
Most launchpad and exchange tokens keep a large share for the team and investors and release it over years, so their buybacks first have to absorb those unlocks. PONS has no insider share at all: the full 1B supply was sold through the pool from day one. That means every PONS the buyback burns lowers the circulating supply directly, with no unlock working against it.
Buyback design is the other difference. Some platforms buy their token back and keep it in a treasury, which can be sold again later. PONS sends every bought coin to a burn address that has no key, and our sweep of all 29,001 burn transfers matches the burn address balance exactly. Even inside Pons the designs differ: tokens launched on Pons V2 can turn on a buyback that locks the coins and releases them over five years, while the PONS buyback destroys them.
Compared with fee-burn chains such as Ethereum, where the burn offsets new coins paid to validators, PONS has no issuance to offset. The weak point is the money behind it: a fee burn on a big chain depends on steady use, and the PONS buyback depends on one launchpad keeping its trading volume.
What to watch in the next 90 days
Fee level. Launchpad fees fell sharply after September; each 7-day claim since the Oct 3 2026 upgrade shows how much money the next week of buybacks has.
The 80% share. The docs promise to make the buyback share immutable and fully automated in a future release; until then a lower share would cut the PONS burn.
The new rollout. The Pons docs say the backend is being upgraded ahead of a new rollout, and public launching on Pons V2 is closed for now; fewer launches mean fewer fees for the buyback.
Team wallets. Any PONS leaving the multisig, the old buyback wallet or the early launch wallet would show in our on-chain checks. The Coinbase (Oct 7 2026) and Upbit (Oct 8 2026) listings move no supply.
Summary
PONS is a fixed-supply launchpad token: no new PONS can be created, and nothing vests. In the 90 days to Oct 14 2026 its supply in circulation fell 21.38% as fee-funded buybacks burned 127.25M PONS and holders burned 17.19M. At today’s price the buyback points to about 10.05% less supply in the next 90 days, but its money comes from Pons launchpad fees, which are falling, and the 80% buyback share is not yet fixed in code.
MrNasDog Pressure Framework analysis of PONS, Metric 1 — Inflation. Data + explanation only. Not financial advice. Checked Oct 14 2026.
Original: https://mrnasdog.com/research/pons/inflation · Data + explanation only. Not financial advice.