What's actually in PONS's biggest bags?

What’s actually in the bags?

The median share of priced value in each category, across the sample. Described, not graded — no category here is better than another.

Composition — not measured in this run.

Who these wallets are

Archetypes under v0.2. Any group smaller than five wallets is merged into “other” so no individual can be picked out of it.

• THE DUST LORD · 40 of 59 wallets68%
• THE LOCKED-IN TRENCHER · 6 of 59 wallets10%
• OTHER (CELLS UNDER 5, MERGED) · 13 of 59 wallets22%

How Baggy reacted

Reaction spread — not measured in this run.

Bag Aura spread

Median 5,651 · mean 5,406 of 10,000. Wealth is never an input.

• LOW · 7 of 59 wallets12%
• MID · 45 of 59 wallets76%
• HIGH · 7 of 59 wallets12%

Most common badges

• DUST LORD · 50
• LIQUIDITY ENJOYER · 47
• DEGEN CARD · 23
• FULL SEND · 19
• ONE BAG · 17

Also holding

Share of this sample that also holds another reported community’s token.

Cross-community overlap — not measured in this run.

Method

Contract

0x39dbed3a2bd333467115de45665cc57f813c4571

Chain

Robinhood Chain (eip155:4663)

Snapshot

2026-08-26T14:06:34Z UTC

Population

every address holding PONS on Robinhood Chain (33,736 at sampling); only self-custody addresses are observable

Sampling frame

the explorer's holder list, largest balances first (top 100 fetched)

Selection

the first 60 addresses that are not contracts, pools, bridges, exchanges or project treasuries, after skipping the three largest holders

Sample size

59 wallets

Exclusions

contracts and pools; bridge, exchange and null addresses by explorer tag; project treasury addresses; the three largest holders

Coverage

59 of 59 wallets fully priced (concentration scored); 0 not — shown separately, never filed as an archetype by default

Method

sample of the largest self-custody holders on Blockscout, exchange/LP and contract addresses excluded; archetypes under rules v0.1.1

Rules

v0.2

Next re-run

2026-09-23 UTC

Notes

• all 59 results were MODERATE or HIGH confidence
• 36 of 59 wallets hold 100 or more distinct tokens; the sample is dominated by high-breadth launchpad wallets
• 1 of 60 candidate wallets failed to resolve and are excluded
• fewer than 5 of 59 wallets have never sent a transaction (THE MAILBOX — a data state, not a conduct type); they are counted, not typed
• sample of top holders skews toward larger, older wallets; not representative of all holders
• re-run 2026-08-26 under pricing coverage v2 and aura/archetypes v0.2 — the earlier report (47% Mid-Curve, median 4,509 (45 of 59 wallets had unscored concentration)) filed wallets with unscored concentration as Mid-Curve by default; its verdict "PONS's biggest holders don't pick. They collect." was replaced; the full before/after is on /status and in the repo
• oneBagRate derived from ONE BAG + FULL SEND badge counts (largest position ≥ 90%)

Previous runs

This is the first published run. Earlier numbers are left standing when it is re-run.

What’s in your bag?

Same check, same rules, one wallet. Read-only — paste the address, nothing to connect.