$50 per $hype hyperliquid

time to ask everyone at this wedding if they’re long zec

the robinhood thesis can be simplied down to this: what ecosystem has the easier path to onboarding the most new capital? then from there you just bid the coins that align with robinhood's vision for the chain and wait simple

credits by @jackbutcher has some of the best distribution of all time which makes reaching the max supply of statements virtually impossible only one wallet outside of credit strategy holds over 1% of the supply at current price it costs 1.8 eth to mint a statement higher soon

aligned incentives for: -vlad/robinhood -$ai -long.xyz eco coins

diamond hands will be rewarded again

Pretty wild how @longdotxyz has been one of the main catalysts for bringing tokenized stocks onto @RobinhoodApp Chain, with every $1 of stock that buyers paid into Long pools followed by ~$1.90 of new minting of that same stock within three days and ~$2.80 within a week That holds after controlling for each stock, each day's market-wide minting, and the stock's normal DEX volume, and buying into Long pools shows no link to minting in the days before it. Even in raw, uncapped data with AMC and SPY left out, it is still ~$1.40 within three days and ~$2 within a week. Scaled across every stock, the main estimate works out to Long being behind roughly a fifth of the ~$160M of stock minted on the chain since July, while pools on other launchpads like Bankr, PONS, and PAIR show a weaker and less consistent link and have released more stock than they absorbed over the same stretch The clearest examples came from Long's biggest launches, as onchain AMC went from 112,732 shares the day before "A Meme Coin" launched on 09/03 to ~2.9M the day after, HIMS went from 275 shares to ~2,400 in the three days after Boner Coin launched on 08/20 with Long pools absorbing 41% of the new supply, and NVDA supply rose 158% in the week after Artificial Inu launched on 07/14, compared to 35% for the median stock MONITOR took longer to get going, with PLTR supply up 64% in its first week against 87% for the median stock, but it kept climbing. When @JTLonsdale quote-posted MONITOR on 09/23, its value went from ~$1.1M to ~$10M in under two hours, and its pool traded 1.4x all tokenized PLTR in a single hour, while PLTR supply rose ~11% that day to double its pre-launch level as Long pools took in ~1,250 PLTR, and supply was still ~3% above its pre-post level the next day Long isn't the whole story, since Long pools hold only ~$14M of the ~$170M of tokenized stock onchain and the size of the estimate depends on capping a cluster of $2M - 7M mint days, mostly in SPY and AMC, that otherwise swamp it, but the pattern is consistent enough to say the Long memecoin trading is pulling new shares onchain rather than just recycling the ones already there These pairs have also started to attract real social capital, with @vladtenev following "A Meme Coin", @AndrewDudum following "Boner Coin", and @JTLonsdale following + quote-posting MONITOR, all for something that is still relatively nascent The next catalyst could come from Robinhood itself, since @vladtenev says 1:1 in-kind redemption and voting are coming to Robinhood Stock Tokens, which would give holders a reason to keep shares onchain rather than just trade them /board_sit

this is the green light solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp has been waiting for right?

dev is shipping at an unreal rate the tl is massively underestimating the tam of orbio

Pendle integration into Agentic launchpad in a single day. A month ago i was in telegram chats speculating on all the potential outcomes robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 could have because the token design is so elegant. An agent launchpad paired to Orbio to self-fund inference was the delusional bullcase and here it is. Thank you to those who helped me form conviction on this one, see you at 1B.

going to be a lot of people that want exposure to this but won't reach 80 credits supply probably levels off somewhere between 500 and 800 and increases slowly after that think credits reprice higher over the next 8 days as supply is accumulated by people planning to mint (me)

in an nft bull market you want to bid the early winners because those typically maintain their position as the winner throughout the uptrend think credits has the potential to be one of those winners

getting more convinced on the thesis that $cashcat will be the best pure meme of this cycle there is $178m of pepe being held by robinhood while there is only $23m of cashcat on the exchange a majority of those flows into pepe came in nov 2024 when it was listed at a mc of ~5.5b. meaning the actual dollar amount of funds invested into pepe was likely much higher. it traded between 7b and 11b during peak hype in the weeks following the listing and that's more likely the mc robinhood users were buying pepe at during the mania phase of this cycle it's possible that we see similar demand coming from rh exchange, except this time it will be for cashcat vlad wants robinhood chain to do well and he understands the game. he knows that having a memecoin run hard on your chain is one of the best forms of marketing for a chain, so there is incentive for this coin to go much higher currently cashcat is the only coin from robinhood listed on the exchange. all flows from the exchange that want exposure to the chain can only do so via cashcat (will likely be very volatile so just buy and forget about it for a while) the signs are there

extremely tempted to buy a cryptopunk here

last cycle punished people for believing too much this cycle will punish people for not believing enough

hard disagree i've made a ton of great friends in crypto and having debates with your friends over conflicting theses is one of the most fun aspects of crypto having friends in crypto is extremely +ev

there have been a small but high quality, high signal group of people shilling orbio (myself included) since 8m, 16m, 32m, crash back down to 8m, CREDIT launched, 12m, shot to 32m and at each point you had the chance to buy, but didn't, and chose to buy influencer coins instead you really have to ask yourself what you're doing here

wolong