First Mosh bundle · Pons V2 · Robinhood Chain
$BUNBundle Cat
71.1% of supply is locked forever in three vaults. Trading fees pay the people who funded the launch. Three agents trade the rest.
Structural · one-way
Supply can only leave the vaults through the pool, slowly
Read from the contracts. These do not move both ways, so they are shown, not scored.
Locked in vaults
71.1%
710.61M BUN · 3 vaults
Locked LP
8.2%
Pons LaunchLocker, permanent
Public float
20.8%
of 1.00B fixed supply
Paid to funders
67.0 ETH
on 8 ETH in · 8.4× · $167.6K
✓
Fixed supply 1B minted once to the curve; the token has no owner or privileges.
✓
Only exit is a swap vaults can only move BUN through the Uniswap v4 PoolManager; no withdraw or transfer function exists.
✓
Sells are rate-limited per-vault window of 3600s; current window sold 0 BUN.
✓
Not frozen, not paused frozen=false · paused=false.
!
Contracts unverified raise, vault, adapter and registry have no published source. Function names here were recovered from bytecode.
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Registry owner is one key 0xc433…f68b owns the router allow-list; transfer to treasury 0x6736…7da6 is pending, not accepted.
Scorecard
3 / 15 scored bullish
Only quantities that can move both ways are scored; this tally will turn. How each one is computed →
Funder flywheel
1 neutral · 3 cautionFees → the raise contract → the funders. Rises and falls with BUN volume.
Fees to funders, 24h est.caution
0.00 ETH
$0 of volume × the 0.7% creator share of Pons' hook fee. Lifetime average is 1.50 ETH per day.
GeckoTerminal volume · 60s · estimate
Fee run-rate on the raisecaution
0%
Today's estimated fees, annualized, over the 8 ETH funders put in.
Derived · GeckoTerminal + raise contract
Volume growth, 3d vs prior 3dcaution
−21%
Fees follow volume with no lag, in both directions.
Dune dex.trades · daily
Revenue multiple · FDV / annualized feesneutral
—
Today's volume puts $0 a year into the raise contract (0×); the lifetime pace is $1.37M (0×); on the gross hook fee including Pons' 30% it is 0×. Those fees go to the funder and to Mosh, not to BUN holders, so this is a price-to-sales reading, not a yield.
Derived · raise contract + GeckoTerminal · 60s
Agents, scored against Mosh's stated goals
1 bullish · 1 neutral · 2 cautionFour things mosh.trade says the agents are for, each with one on-chain measure. Quotes are from the site.
Goal 1 · Create liquiditycaution
“Mosh agents use the locked tokens to create liquidity and buy pressure.”
0 LP positions
The vaults hold no Uniswap v4 liquidity positions. So far they only swap; the pool's depth comes from Pons' locked LP and the public.
Robinhood Chain RPC · PositionManager · 60s
Goal 2 · Create buy pressureneutral
“AI market makers supporting every new launch.”
+0.00% · 7d
Estimated price impact of the swarm's net trading. Lifetime +0.00%; net buyer on 0 of 0 red days this week.
Dune · daily · linear estimate
Goal 3 · Recycle every dollarcaution
“Every dollar generated by an agent returns to the market as a structural bid, ensuring healthy long-term liquidity & value creation.”
16% recycled
16.07 ETH spent on buys of 100.73 ETH received from sells. Vaults hold 87.01 ETH vs 3.36 ETH seeded; the unrecycled part is that difference.
Dune scorecard · daily; RPC balances · 60s
Goal 4 · Earn fees for fundersbullish
“Funders lose liquidity, but gain enhanced trading fees over longer time horizons.”
8.4× on the raise
67.03 ETH paid to funders on 8 ETH. Met, but the source is Pons' hook fee on all BUN trading, not the agents' own trades.
Raise contract · 60s
Agents, trading detail
1 bullish · 1 neutral · 2 contextWhat the three vaults do with the inventory day to day.
Net buyer on red days, 7dneutral
no red days
A market maker that supports price should be a net buyer when the daily VWAP falls.
Dune · daily
Swarm trading PnLbullish
+84.66 ETH
Net ETH from swaps plus the change in BUN inventory at the 24h VWAP. Excludes the locked bundle's own mark.
Dune · daily
Swarm share of volume, latest daycontext
0.00%
472 fills lifetime, $0 of volume. The public sets the price.
Dune · daily
Bundle inventory intactcontext
99.49%
710.61M BUN across 3 vaults vs 714.29M at launch.
Robinhood Chain RPC · 60s
Demand
2 neutral · 2 cautionWho is buying BUN, and how deep the market is.
24h volumecaution
$0
0.0% of FDV changed hands. Extremes either way are a caution.
GeckoTerminal · 60s
Main pool depthcaution
$0
BUN / WETH on Uniswap v4 · — volume 24h · 0 pools in total.
GeckoTerminal · 60s
Buy share of volume, last full dayneutral
47.2%
Share of USD volume that was BUN being bought rather than sold, all pools.
Dune dex.trades · daily
Price change, 24hneutral
0.0%
Main pool price in ETH terms, converted to USD; includes ETH's own move.
GeckoTerminal · 60s
Holders
1 bullish · 2 contextWallet growth and who owns the float.
Holderscontext
—
1,782 public wallets hold 19.5% of supply.
GeckoTerminal · 5 min · Dune balances · daily
New wallets, last full daybullish
148
First-time BUN traders vs a 7-day average of 79.
Dune dex.trades · daily
Top-10 concentrationcontext
—
Includes the three vaults (71.1%) and the locked LP. Public float is what remains.
GeckoTerminal · 5 min
Charts
Price, volume and what the swarm did
Price, daily close GeckoTerminal · main pool · USD
Volume, buys vs sells Dune · all pools · daily
BuysSells
Swarm net flow per day positive = net buying · USD
Latest swarm fills Pons trade feed · 60s
| When | Agent | Side | BUN | ETH | Tx |
|---|---|---|---|---|---|
| 2d ago | Crowd Surfer | buy | 1,294 | 0.0171 | 0xebdf0…84dc3 |
| 2d ago | Front Row | buy | 1,673 | 0.0242 | 0xebf08…cc1c9 |
| 2d ago | Crowd Surfer | buy | 1,821 | 0.0263 | 0x801c7…0b16b |
| 2d ago | Stage Diver | buy | 3,253 | 0.0469 | 0x55f63…cef58 |
| 3d ago | Crowd Surfer | buy | 5,619 | 0.0849 | 0x82e04…878d2 |
| 3d ago | Front Row | buy | 3,464 | 0.0522 | 0x119ce…26936 |
| 3d ago | Stage Diver | buy | 6,391 | 0.1039 | 0x223bc…17560 |
| 3d ago | Front Row | buy | 7,683 | 0.1252 | 0x6967b…fad3f |
Last fill 2d ago. Full history and PnL on the Agents page.
Swarm inventory
What the swarm started with, and holds now
Each vault was seeded with 238,095,238 BUN and 1.119 ETH at launch. Nothing leaves a vault except through a swap, so every change below is the agents' own trading.
BUN at launch
714.29M
714,285,714 across 3 vaults
BUN now
710.61M
-3,676,926 (−0.515%) vs launch
ETH at launch
3.36 ETH
working capital from the raise
ETH now
87.01 ETH
+83.66 ETH from selling more BUN than it bought
BUN held vs launch, end of each day per agent and swarm total · Dune · daily
Stage DiverFront RowCrowd SurferSwarm total
Agent scorecard
Three vaults, three styles
Trading PnL is net ETH plus the change in BUN inventory at the 24h VWAP. It excludes the locked bundle's own mark. Refreshes daily. Every fill →
| Agent | Nickname | Style | Fills | Buys | Sells | Net ETH | Net BUN | Volume | Trading PnL |
|---|---|---|---|---|---|---|---|---|---|
| Agent 1 0x1eBE…9136 | Stage Diver | Big swinger. Largest tickets both ways, sells rallies, buys pullbacks. | 167 | 82 | 85 | +38.80 ETH | -1,897,832 | $0 | +38.80 ETH |
| Agent 2 0xdE81…F7f1 | Front Row | First in at launch, halving-ladder buys, steady 0.12 ETH sells into strength. | 139 | 85 | 54 | +15.08 ETH | -262,916 | $0 | +15.08 ETH |
| Agent 3 0xe63f…ee59 | Crowd Surfer | Accumulator. Buys far more than it sells, keeps adding on the way up. | 166 | 82 | 84 | +30.78 ETH | -1,496,637 | $0 | +30.78 ETH |
| Swarm | All three | Fire together, size differently. | 472 | 249 | 223 | +84.66 ETH | -3,657,385 | $0 | +84.66 ETH |
Funder projection
What volume does to funder yield
Starting from today's volume. Fees are 0.7% of hook-pool volume; 80% goes to funders.
Volume over 30d
$0
starting from $0 per day
Fees to raise contract
0.0 ETH
0.7% of volume, upper bound
Paid to funders
0.0 ETH
80% of fees · $0
Cumulative multiple on raise
8.4×
fees paid to date plus this horizon, over 8 ETH
| Volume / day | 30d volume | Fees | To funders | Multiple on raise |
|---|---|---|---|---|
| -20% per day | $0 | 0.0 ETH | 0.0 ETH | 8.4× |
| -10% per day | $0 | 0.0 ETH | 0.0 ETH | 8.4× |
| 0% per day | $0 | 0.0 ETH | 0.0 ETH | 8.4× |
| +10% per day | $0 | 0.0 ETH | 0.0 ETH | 8.4× |
| +20% per day | $0 | 0.0 ETH | 0.0 ETH | 8.4× |
Models one input only: fee yield from volume. It assumes every trade pays the Pons hook fee (some pools do not) and ignores price. Not a forecast.
Recent swarm fills · from chain
Last 12 fills with hashes
Uniswap v4 PoolManager swap logs where a vault is the sender, read 0s ago.
| Time (UTC) | Agent | Side | BUN | ETH | ETH / 1M BUN | USD | Tx |
|---|---|---|---|---|---|---|---|
| Oct 26, 08:22 | Crowd Surfer | BUY | 1,294 | 0.0171 | 13.24 | $0 | 0xebdf05…684dc3 |
| Oct 26, 03:45 | Front Row | BUY | 1,673 | 0.0242 | 14.44 | $0 | 0xebf081…4cc1c9 |
| Oct 26, 03:45 | Crowd Surfer | BUY | 1,821 | 0.0263 | 14.45 | $0 | 0x801c74…90b16b |
| Oct 26, 03:45 | Stage Diver | BUY | 3,253 | 0.0469 | 14.42 | $0 | 0x55f635…1cef58 |
| Oct 25, 21:37 | Crowd Surfer | BUY | 5,619 | 0.0849 | 15.10 | $0 | 0x82e04a…1878d2 |
| Oct 25, 21:37 | Front Row | BUY | 3,464 | 0.0522 | 15.08 | $0 | 0x119ce5…126936 |
| Oct 25, 21:32 | Stage Diver | BUY | 6,391 | 0.1039 | 16.26 | $0 | 0x223bc1…117560 |
| Oct 25, 21:32 | Front Row | BUY | 7,683 | 0.1252 | 16.29 | $0 | 0x6967be…3fad3f |
| Oct 25, 21:32 | Crowd Surfer | BUY | 5,696 | 0.0930 | 16.32 | $0 | 0x73359f…7de2ae |
| Oct 24, 15:00 | Front Row | BUY | 10,029 | 0.1671 | 16.66 | $0 | 0xbe8029…4e6761 |
| Oct 24, 15:00 | Crowd Surfer | BUY | 9,548 | 0.1595 | 16.71 | $0 | 0x87c839…b033dd |
| Oct 24, 15:00 | Stage Diver | BUY | 12,184 | 0.2024 | 16.61 | $0 | 0xd2f7d7…105cee |