Des millions de revenus : ces cryptos peuvent exploser (mon avis)
The video analyzes three high-revenue cryptocurrencies (Stonk, Ponce, and Pump) that are at critical technical levels. The speaker examines their daily revenues, market valuations, and technical chart patterns while cautioning that these are highly speculative assets subject to hype cycles and potential collapse.
Summary
The creator begins by promoting affiliate offers (OKX 8% deposit bonus and Wix tournament) before diving into fundamental analysis of three revenue-generating cryptocurrencies. The analysis starts with Stonk, which generates over $1 million daily in revenue (with 60% coming from buybacks), resulting in annualized revenues around $400-500 million despite a market cap of only ~$232 million. The speaker identifies key technical support levels including the 38.2% Fibonacci retracement and VWAP that must be maintained to avoid deeper corrections. The creator notes that 700 million in buybacks occurred recently, indicating continued buying pressure, though emphasizes this is temporary hype that won't sustain indefinitely.
For Ponce, the asset is consolidating around the 38.2% Fibonacci level with 24 million in 30-day revenue (annualizing to ~$292 million) against a market cap of $371 million—technically undervalued by traditional metrics. However, the speaker notes that hype peaked on September 5th and has since declined, suggesting the speculative wave may have passed. The creator warns that recent parabolic movements could precede complete collapse.
Pump is analyzed as having already achieved its target in 3 days, representing a significant profit-taking opportunity. With $52.8 million in 30-day revenue (annualizing to ~$643 million) and a market cap of $2.7 billion, Pump has a price-to-earnings ratio of 4.19x, which is reasonable considering its 95%+ buyback mechanism. The speaker identifies potential upside to $3.16 billion (new ATH in market cap) and potentially 4.8-5.9 billion if it reaches stock market-equivalent PE ratios. The creator emphasizes that all three assets are at important technical junctures where maintaining key support levels is critical for continued upward momentum.
Key Insights
- Stonk generates over $1 million daily in revenue with 60% coming from buybacks, resulting in annualized revenue of $400-500 million against a market cap of only $232 million, making it technically undervalued by traditional stock market standards but subject to complete collapse
- The speaker argues that maintaining the 38.2% Fibonacci retracement level and VWAP zones is critical for all three assets; breaking these levels would indicate bearish structure formation and potential panic selling that could accelerate downward movement
- Ponce's hype peaked on September 5th with revenue since declining, suggesting the speculative cycle may have ended and the asset could collapse despite being theoretically undervalued at $292 million annualized revenue against $371 million market cap
- Pump's price-to-earnings ratio of 4.19x (6-7x on FDV) with a 95%+ buyback justifies current valuation, leaving room for 15% gains to reach new ATH at $3.16 billion market cap, and potentially 60-100% more if it reaches stock market equivalent ratios of 6-8x
- The creator emphasizes that high revenue metrics and theoretical undervaluation mean nothing in crypto markets; these assets could easily collapse despite strong fundamentals, and the entire analysis assumes Bitcoin and overall market conditions remain stable
Topics
Transcript
[0:00] Today we're going to analyze three cryptos that generate a lot of revenue and are currently at important levels for the future. Just before we begin, I'd like to remind you that OKX offers you 8% on your deposits. I'm putting all the information on the screen for you. To benefit from it, it's simple, it's the first link in the pinned comment. Then all you have to do is click on join now, deposit your USDT, and convert them to USDC for free. This will allow you to recover 8% of the bonus paid into your account, quite simply. Also, there's Wix which has launched a tournament for those interested in merchandise. This is a platform where Kaw…
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