About

Methodology

bundlecat.fyi is an unofficial, independent dashboard for Bundle Cat ($BUN), the first token launched through Mosh on Robinhood Chain. It is built to show the bear case as readily as the bull case. Nothing here is financial advice.

Thesis

What is being measured

Mosh's claim is that a crowd-funded bundle, locked forever and traded by agents, produces a healthier token than a launch where the biggest holder can dump. That claim has three testable parts, and the site is organised around them:

The lock holds. Structural facts read from the contracts: how much is in the vaults, whether it can leave, how fast.
Funders get paid. Fees flowing into the raise contract, and the multiple on what was deposited.
The agents help. What the three vaults trade, whether they buy weakness, and whether the trading itself makes or loses ETH.

Scoring

The scored metrics

Only quantities that move both ways are scored. Thresholds are judgment calls, listed here so they can be argued with.

Metric	Computation	Thresholds	Source, refresh
Fees to funders, 24h est.	24h volume × 0.7% ÷ ETH price	bullish ≥ lifetime daily average; neutral ≥ half of it	GeckoTerminal, 60s
Fee run-rate on the raise	24h fees × 365 ÷ ETH deposited	bullish > 100%; neutral > 25%	Derived
Volume growth, 3d vs prior 3d	Sum of last 3 full days ÷ prior 3	bullish > +20%; neutral > −20%	Dune, daily
Revenue multiple · FDV / annualized fees	FDV ÷ (24h volume × 0.7% × 365), the run-rate of fees reaching the raise contract; lifetime-average and gross-hook variants in the note. BUN holders receive none of these fees	bullish < 10×; neutral < 30×	Derived, 60s
Goal 1 · Create liquidity	Uniswap v4 LP positions held by the vaults (PositionManager balanceOf)	bullish > 0; caution = 0	RPC, 60s
Goal 2 · Create buy pressure	Same as est. price impact, 7d	bullish > +0.05%; neutral > −0.5%	Dune, daily
Goal 3 · Recycle every dollar	ETH spent on buys ÷ ETH received from sells, lifetime	bullish ≥ 80%; neutral ≥ 50%	Dune, daily
Goal 4 · Earn fees for funders	Fees paid to funders ÷ ETH deposited	bullish ≥ 1×; neutral ≥ 0.5×	RPC, 60s
Net buyer on red days, 7d	Days with negative VWAP change where swarm net USD > 0	bullish ≥ half of red days; neutral ≥ 1; no red days = neutral	Dune, daily
Swarm trading PnL	Σ net ETH + net BUN × 24h VWAP, all vaults	bullish > 0; neutral > −1 ETH	Dune, daily
Est. price impact, 7d	Σ over 7 days of (swarm net USD ÷ BUN side of pool in USD); linear constant-product estimate	bullish > +0.05%; neutral > −0.5%	Dune, daily
24h volume	All BUN pools	bullish > $1M; neutral > $250K	GeckoTerminal, 60s
Main pool depth	Reserve USD of the graduated v4 pool	bullish > $1M; neutral > $250K	GeckoTerminal, 60s
Buy share of volume	Buy USD ÷ (buy + sell USD), last full day	bullish > 52%; neutral > 45%	Dune, daily
Price change, 24h	Main pool, USD	bullish > 0; neutral > −10%	GeckoTerminal, 60s
New wallets, last full day	First-time BUN traders	bullish > 7-day average; neutral > half of it	Dune, daily

Shown but never scored: locked share, locked LP, public float, inventory intact, swarm share of volume, holders, top-10 concentration.

Agents

Nicknames and trading PnL

Agents are numbered by their index in the raise contract's vault list. Nicknames describe observed behaviour over the first two weeks and may be revised.

Agent	Nickname	Vault	Observed style
Agent 1	Stage Diver	0x1eBE4C2A7fe5edbd12783304fe267E50cA499136	Big swinger. Largest tickets both ways, sells rallies, buys pullbacks.
Agent 2	Front Row	0xdE8128796B5DC27c8c87F5d79e071E2aa3C9F7f1	First in at launch, halving-ladder buys, steady 0.12 ETH sells into strength.
Agent 3	Crowd Surfer	0xe63ff88539F790E15f99CA33450066a84307ee59	Accumulator. Buys far more than it sells, keeps adding on the way up.

Trading PnL = ETH received from sells − ETH spent on buys + (BUN bought − BUN sold) × the 24h volume-weighted price in ETH. It measures the trading decisions only. The ~238M BUN each vault holds from the raise is not marked, because it cannot be sold and its value is not a trading outcome.

Behaviour tags compare each day's VWAP with the day before and the swarm's net USD flow that day: bought the dip, sold into strength, sold into weakness, bought the rally, idle.

Trust

What holds and what does not, as of writing

✓

Vault exit path. Only the Uniswap v4 PoolManager is an approved router; no withdraw or transfer selector exists in the vault bytecode.

✓

Sell rate limit. Per-vault rolling window (3,600s, max 86,400s) caps how much can be sold.

✓

Two-step ownership. The registry uses pendingOwner and acceptOwnership.

Unverified source. Raise, vault implementation, launch adapter and registry are not verified on Blockscout. Names on this site were recovered from selectors; some functions remain unknown.

Single-key registry owner. The owner can add routers. Until the treasury accepts ownership and is shown to be a multisig, that is a single point of trust.

Off-chain strategy. Six operator EOAs decide when and how much to trade. The strategy is UV Labs' private code; the chain only enforces the bounds.

Sources

Data and refresh

Source	Used for	Refresh
Robinhood Chain RPC	Vault balances, sell windows, frozen and paused flags, raise contract fee totals, registry owner; factory logs and swarm state for the Bundles page	60s
GeckoTerminal	Price, FDV, volume, pool reserves, holders, daily candles	60s to 10 min
Uniswap v4 PoolManager logs	Every vault swap since launch (Swap events where a vault is the sender): scorecard, daily ledger, inventory, behaviour tags, live fills	60s, incremental
Dune	Daily volume, VWAP, holder buckets, new wallets, agent ledger, scorecard, behaviour tags. Queries 8684534, 8684528, 8684537, 8685481, 8683761, 8683763, 8683778, 8683794, 8711138, 8711414, 8814452	Daily schedule paused since 2026-09-23; used only for volume, holders and new-wallet history

Addresses

Contracts

Token: 0x07EBB29a38Fbcb41563817e5E19f2ceC619C90D2
Main pool (v4 id): 0x06e308b77b…edc402581c
Raise / swarm contract: 0x7bdb0b02f41ca6644750b9e6ae75de08f1bc6d01
Launch adapter: 0x232f26ff2c2f4cb6f548ef1be7e817bdb4c397cd
Vault implementation: 0x7c317947fbfee51e4113a7e7d743d4fc2b5828f9
Registry: 0x242171d27288da797b0e3a766f0ea1154efce47a
Treasury: 0x6736b8bc65f110e02ca4f681fd84375940f37da6
Uniswap v4 PoolManager: 0x8366a39cc670b4001a1121b8f6a443a643e40951
Pons LaunchLocker: 0x267444d099b10fb5ed7c3cc7b7c767adca574952
Pons curve: 0x62e4aa27046b0cbd28d76d0ec7c56c5a32ce3af4
Public swarm factory (ETH): 0x9073cb17846398fB8B379Ab06C2B840dEA7f0069 plus seven sibling factories, listed on Bundles

Disclosure

Who made this

An unofficial community project by P2 Ventures. Not affiliated with Mosh, UV Labs, Pons or Robinhood. P2 Ventures does not hold $BUN and is not an investor in Mosh.trade; nothing here is a recommendation to buy or financial advice, so do your own research. Corrections are welcome on Telegram at t.me/moshtrade.