PONS Inflation Analysis · November 2026 · Supply shrinking · projected to keep shrinking

PONS is deflationary. The token has a fixed supply of 1B that can never grow, and Pons uses most of its own cut of launchpad fees to buy PONS and burn it. In the 90 days from Aug 5 to Nov 3 2026 nothing new was added, while the buyback burned 68.61M PONS and holders burned another 16.28M, so supply fell about 12.65%.

Other trackers show a fall of about 11.25% for the same burn. If fee money holds at its 90-day level, about 105.73M PONS would burn in the next 90 days, close to 15.76% of supply. Fees are much lower than that today.

The verdict, in one paragraph

PONS supply is shrinking fast, and nothing pushes it the other way. On Nov 3 2026 about 670.97M PONS were left of the 1B made at launch, after 329.04M had been sent to the burn address since Jul 13 2026. Over the last 90 days the net change was −12.65%, against −11.25% on other trackers. Both see the same burn of about 85M PONS, so the coin page carries no warning note. The label is simple: supply shrinking, projected to keep shrinking. The open question is speed, not direction. The burn is paid for by launchpad fees, and those fees are now a small fraction of what they were in early September 2026.

Sell pressure: where new PONS comes from

Protocol inflation: 0. PONS has no mint. All 1B PONS were created in one go when the token launched on Jul 13 2026, and the token code holds no way to create more.

Vesting unlocks: 0. There is no vesting schedule because there was never a team, investor or sale share. On launch day the whole 1B went into the PONS trading pool, and everyone, the team included, has had to buy from that pool.

Foundation and unscheduled unlocks: 0. The Pons team wallets hold PONS that already counts as circulating, so a sale from them would move coins, not add them. The wallets are listed under Foundation and overhang below.

Long-term locked or bankruptcy: 0. No PONS sits in a court estate or a long lock waiting to be paid out.

Buy pressure: where new PONS goes

Programmatic buyback: 68.61M PONS. Every trade on a Pons launch pays a 1% pool fee. Token creators keep most of it, and Pons keeps a share; Pons says 80% of its share buys PONS and burns it, and the other 20% pays for running the business. From Aug 5 to Nov 3 2026 this burned 68,614,706 PONS, about $21.2M of buying. Until Sep 2 2026 the PONS fee wallet bought and burned by hand; since then a buy-and-burn contract has done it in thousands of small buys. On Oct 3 2026 the Pons founder said fee money is now claimed every 7 days and spent over the next 7. Every bought coin goes straight to the burn address, which anyone can check on-chain.

The forward number depends on fees. If the next 90 days bring the same dollars as the last 90, today's price of about $0.20 would buy and burn about 105.73M PONS. But most of those dollars came in September. At the last 30 days' pace the burn would be closer to 44.62M, and at the last 7 days' pace closer to 16.68M. The burn will still beat new supply by a mile, because new supply is zero, but readers should expect the shrink to slow unless launchpad trading picks up.

Protocol fee burn: 0. Fees are paid in ETH, so PONS is never burned straight out of fees. It only leaves supply when someone buys it and sends it to the burn address.

Foundation buy: 0. The team does not buy PONS to hold. Uniswap Labs bought a stake on Sep 3 2026, but it bought coins that were already circulating and kept them, so nothing left the count.

New long-term lock: 0. PONS has no staking or lock-up program.

Holder burns: 16.28M PONS. Holders also burned their own coins: 16,278,283 PONS from 93 wallets in the 90 days, the biggest single wallet 8.35M in mid-August. These burns came in bursts and the last large one was on Sep 1 2026. With no schedule, none are counted for the next 90 days.

Foundation and overhang

PONS has no locked team pile waiting to unlock. The Pons team multisig, which also runs the fee lockers, held 385.36K PONS on Nov 3 2026, and the PONS fee wallet, which collects the creator share of PONS trading fees, held 319.83K PONS; that fee wallet has not burned anything since Sep 2 2026. The buy-and-burn contract held no PONS at all, only ETH waiting to be spent. Together the team wallets hold about a tenth of one percent of supply, and all of it already counts as circulating.

How PONS compares to other launchpad tokens

The closest match is PUMP, the token of Pump.fun on Solana. PUMP also turns platform revenue into buybacks that are burned, and in the 90 days to Nov 2 2026 those burns took out about 4% of its supply. But PUMP still has team and investor coins unlocking, so its burn fights new supply. PONS has no unlocks at all, so every coin burned is a straight cut. HYPE on Hyperliquid also buys its own token back with fees, but HYPE still has team coins unlocking as well.

The trade-off is that the PONS burn has nothing behind it except fees from one launchpad on one chain. Pons says the 80% split is not locked in code yet, and fees fell as the rush for new tokens on Robinhood Chain cooled and other launchpads arrived. So PONS has the cleanest supply story of the group, and the most fragile buyer.

What to watch in the next 90 days

Weekly fee claims, from Nov 3 2026.The buyback now spends one week of fees over the next week. The size of each week's burn is the clearest live read on Pons' business.

The new Pons rollout, no date yet. On Nov 3 2026 the Pons docs said the team is upgrading its backend ahead of a new rollout. A busier launchpad would mean more fees and a bigger burn.

Making the 80% buyback permanent, no date yet. Pons says the split will become fixed and automatic in a future release. Until then the team can change it.

Robinhood Crypto app, since Oct 28 2026. PONS became easy to find in the Robinhood Crypto app on Oct 28 2026. If that brings new buyers, it adds demand, though it adds no fees by itself.

Summary

PONS has a fixed supply of 1B and no way to mint more, no vesting and no team unlocks.

From Aug 5 to Nov 3 2026 the fee-funded buyback burned 68.61M PONS and holders burned 16.28M more, so supply fell about 12.65%.

If fee dollars match the last 90 days, about 105.73M more PONS would burn by early February 2027, but at today's lower fees the burn would be well under half of that.

PONS supply will keep shrinking; how fast depends entirely on how much people trade on the Pons launchpad.

MrNasDog Pressure Framework analysis of PONS, Metric 1 — Inflation. Data + explanation only. Not financial advice. Checked Nov 3 2026.