ChainFeeds’ Sept. 5 research brief bundled five separate crypto and Web3 narratives into one daily package, ranging from AI model usage data to meme-coin trading, Ethereum’s institutional setup, and the business mechanics behind Fomo. One of the most closely watched items was a recap of trader theunipcs, better known as Bonk Guy, whose PONS position was estimated to be up about $5 million after he bought near a roughly $6 million market cap and held as the token later approached a $500 million valuation. The brief also cited Pons Labs’ disclosure of $400 million in 24-hour volume and framed the trade as an 83x return on paper. Beyond that, the newsletter highlighted an IOSG Ventures argument that bear markets tend to produce the best crypto investments because mispricing is deepest when sentiment is weakest and real revenue becomes easier to distinguish from narrative. It also translated an essay by Fernando Pertini arguing that Ethereum’s biggest potential short may be the vast pool of institutional portfolios that still hold zero ETH even as major financial firms build products on the network. The final feature examined Fomo’s rapid growth, including user growth to 1.3 million, a reported daily net increase of 30,000 users, protocol revenue milestones, a $75 million Series B led by Index Ventures, and a creator-revenue model that links content, positions, and execution fees in a way the piece said could unsettle larger exchanges.

X-Agent argues in a recent article that AI coding tools like Vibe Coding are drastically lowering the barrier to software development, but for one-person companies (OPCs), the real scarcity is demand, trust, and distribution. Instead of building full SaaS, developers should start by packaging capabilities into MCP services. The X-Agent AI MCP Hackathon focuses on upgrading real APIs into agent-native services, emphasizing reliability and discoverability in the agent economy.

Bonkguy, the trader behind the @theunipcs account, has climbed to the top of the fomo platform’s profit rankings after a fresh wave of gains in meme coins tied to Robinhood-chain activity, according to a MarsBit report citing Odaily. A recent claim by crypto KOL Rune said Bonkguy is 64 years old, a detail that quickly turned him into a talking point across Chinese crypto circles, though Rune’s own credibility had already been damaged by the earlier FAMI and JINQIAN meme coin controversy. Arkham data cited in the report shows Bonkguy’s largest disclosed fomo holdings are PONS, USELESS and Marscoin, with positions valued at $6.8 million, $3.91 million and $3.14 million respectively. He also holds Microduck, BOW, and a long list of smaller meme tokens across Robinhood-chain and BSC. On Aug. 31, Bonkguy said his cumulative spot trading profit had surpassed $10 million, including more than $2.3 million over 24 hours and over $5.7 million in the last 30 days. The report also notes that his track record includes both spectacular wins and sharp losses. He said a BONK trade in 2023 turned a $16,000 principal, using 6x leverage, into a position worth more than $20 million. But he also said much of those earlier gains was later erased during last year’s "10·11" market plunge. More recently, he exited JINQIAN at a loss of about $118,700, down 80.42%.

X-Agent argues that AI coding tools and the rise of "Vibe Coding" are rapidly lowering the barrier to software development, allowing a single developer to deliver work that once required a small product and engineering team. In its latest article, however, the firm says that for one-person companies, or OPCs, productivity is no longer the main constraint. The scarcer resources are demand, trust and distribution. The article says a fast-built demo does not automatically enter real workflows used by customers or other agents. Instead of starting with a full SaaS stack that includes a website, login system, backend, subscriptions and customer support, developers can begin with one clear, practical and callable capability. X-Agent suggests packaging data analysis, market research, automation processes or AI tools as MCP services so that agents can understand what the service does, when to call it, what inputs it needs and what results it will return. That idea also sits at the center of the X-Agent AI MCP Hackathon. According to X-Agent, the goal is not to reward the most complex MCP Server, but to help developers turn real APIs, tools or services into agent-native services with clear capability boundaries, stable interfaces, verifiable deployment and long-term product potential.

Arkham posted a screenshot on Aug. 31 showing a wallet tagged "Bonk Guy Fomo" with about $5 million in weekly unrealized gains, including roughly $4.4 million from PONS. @theunipcs replied the next day that the figure would soon be $6.5 million. Based on the report, he bought PONS near a $6 million market cap, and the token has since reached about $500 million, implying a roughly 83x return. PONS is the native token of Pons Labs on Robinhood Chain, not an official Robinhood product. Robinhood Chain launched its mainnet in July, and Pons quickly became one of the most active non-custodial launchpads on the L2 by token volume and trading activity. Pons Labs said on Sept. 3 that 24-hour volume had reached $400 million, while GMGN data showed the market cap briefly climbed above $500 million. The article also revisits the trading history behind the Bonk Guy name: his early days in crypto, the 2023 BONK trade that made him famous, later public wins in WIF and Fartcoin, the large liquidation event in October 2025, and his move to the FOMO social trading platform in May 2026, where he said his portfolio had reached an all-time high of about $6 million in late August.

Crypto trader BonkGuy said USELESS is the token he is most bullish on right now, adding that his conviction is even stronger than it was when he bought BONK near its 2023 lows. In comments cited by Odaily, BonkGuy looked back at earlier gains from meme coins including BONK, WIF, Fartcoin, POPCAT, and PNUT. He said one 6x leveraged BONK trade turned $16,000 into more than $20 million, while a $6,000 WIF position grew to about $1.4 million. He also said those profits were later largely wiped out during the "10/10" market move. On USELESS, BonkGuy argued that the token’s rise in market capitalization from about $4 million to $450 million last year was only a "test pump," and that move did not happen in a bull market. He said USELESS could see a much larger price increase if it goes through its first full bull cycle.

Crypto trader BonkGuy recounts his meme coin trading journey, starting with $16,000 in 2023 and leveraging 6x on BONK to build a position exceeding $20 million. He then turned $6,000 in WIF into roughly $1.4 million, and scored multiple million-dollar gains from Fartcoin, POPCAT, and PNUT. However, most of those profits were wiped out during the '10/10' crash.

Solana trader 'Bonk Guy' Unipcs shared a detailed recap of his meme coin trading history, including a 2023 BONK trade with $16,000 capital and 6x leverage that grew to over $20 million. He also profited from WIF, Fartcoin, POPCAT, and PNUT, and made similar gains in the previous cycle with DOGEGOV and MAGA. Despite later giving back all profits, Unipcs is now extremely bullish on USELESS, citing its past growth from $400M to $450M market cap and potential for further upside in a real bull market.