5 years in DeFi. 2 bear markets. 100+ protocols. Made 6 figures. Lost 6 figures. Still standing. Here's what separates the 1% that survives from the 99% that dies: 👇

1/ In our view, $MU will beat the highest of 22 analysts' revenue estimates (~$52B) when it reports on sept 30 In fact, our base case at Tessara is $56.2B! one big tell: 4 taiwan memory makers' monthly revenue rose ~40% in june to august. here's how we came to it:

So a quick heads up for tomorrow 👀 The @OfficialPlonk Bounty Quest is going LIVE at 2PM UTC! The quest is simple... run a guided quest through the game. Only 25 people will walk away with 200k $PLONK each. For tier rewards: + 200k unlocks Tier 2 so you can sell up to 2,000 Gold a day. + Get to 1M and you’re in Tier 3 (10k Gold/day). I’ll drop my invite link tomorrow so you can be eligible to start. ⏰ 2PM UTC tomorrow.

The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment. But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable. Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything? And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on. But what if the old models don’t apply to the current paradigm and the Fed is wrong? I think the Fed might have just made a mistake. Am I right or am I wrong?

So yesterday, I bought a USB-C hub with Ambient. I was on the Anker 7-in-1 page on Amazon, double-tapped Fn and said “this one can get it here by Saturday and it stays under $50.” Circled the delivery line while I talked. @vellum_ai checked the page, said Saturday was fine at $43.19 and asked before buying. I approved. Order #112-4839201-2291447, arriving Saturday. It almost hit Add to List instead of Buy Now. I had to say “the yellow button.”

The $VAR TGE is coming in Q4 2026. 32% to the community via points airdrop, fully unlocked at TGE. 50% to team + investors, locked for 12 months, then vested over at least 3 years. 18% ecosystem reserve. 100% of treasury revenue is planned for $VAR buybacks and burns. Weekly points are still dropping until launch. You only need 1 point to be eligible. Unclaimed tokens get burned. DYOR.

Tomorrow, 16:00 UTC! @swarm_rh is kicking off with 5,555 Swarm NFTs. Mind you, Swarm Pad is a launchpad on RH chain that vets and filters projects before they launch. @RobinhoodCrypto One wing = revenue share, free launches, priority allos, buybacks… everything. Mint is tomorrow at 16:00 UTC. 0.008 ETH, Max 5 per wallet. swarmpad.org / @swarm_rh 🐝

Our full conversation with Nate Benish 2:07 Who is Nate Benish? 7:38 What makes LONG different? 9:07 Nate is up $1.3M in 24 hours 11:46 Buying $AI after the crash 13:00 Winning in public as marketing 19:44 Could token holders eventually vote on Nvidia? 20:28 Nate thinks $AI could become a top-10 crypto asset 26:39 BREAKING: LONG is building a native iOS app

LongX Update with an additional bootstrap support ~10% of LongX TVL is now paired with AI, equal to $200k worth of LongX Spot perps added to the AI liquidity network. Here’s what that means for AI: More activity on NVDA3x, OpenAI and Anthropic pairs drives buying demand for AI. As NVDA gains value, leverage amplifies those gains in NVDA3x, strengthening AI’s link to NVDA. And as OpenAI and Anthropic pre IPO perps gain value, AI’s backing grows with them.

This is exactly what @longdotxyz has been building since day one on Robinhood Chain. While the rest of crypto is still debating tokenized stocks, LONG is already running the deepest live markets for them: • Every token is paired directly against real Robinhood Stock Tokens • $AI (the biggest runner) permanently paired with NVIDIA • $MOO paired with Micron and building deeper liquidity across multiple memory stocks • $BONER paired with HIMS, and the Hims CEO is already engaged with it Each on its own lane, building a stronger ecosystem. Owned liquidity compounds. Rented liquidity leaves. Mass tokenization isn’t coming. It’s already live and compounding on Long.xyz. L()NG HARD MONEY. ~Malfoy

Something is coming 🔜 to Stock Tokens. Stay tuned.

This is W gameplay on $PLONK. Very cool gameplay plus it’s a browser mmorpg on Solana. Holding unlocks premium zones, better tiers, exclusive emotes. There’s a golden worm in the game that pays 5sol if you find it. The full roadmap is out and they’re giving away $1M PLONK to active players. play.plonk.land CA: HG6dbpS5NS6eaL1eGQhySa3NGX83s58eowg5ucCcpump

$AI on @longdotxyz is the real AI trade. Paired 1:1 with tokenized NVIDIA on Robinhood Chain. Every buy/sell takes a tax (around 0.5%) that gets locked into deeper NVDA liquidity. That locked lp turns sells into shallower dips and a better execution. Volume compounds the book instead of extracting from it. 50k+ holders and over ~$20M in 24h vol. Biggest runner on LONG for a reason.

I keep seeing the @LaunchOnSF vs @longdotxyz model over and over, so let's just knock this out as simply as possible. I understand the appeal of reflection tokens. You hold a coin, and tokens land in your wallet. I’ve seen those near six-figure reward screenshots too. Nice! But follow where those rewards come from. $STONK’s reward model taxes buys/sells of the launched token, sells the collected tokens for the paired asset, and distributes it to holders. Those payouts are funded by activity and token sales. Now there might be concerns about the feedback loop when volume slows down: Early rewards attract buyers. Buyers accumulate supply to capture more payouts. But if the cost of buying a position rises faster than its rewards, the proposition becomes less attractive. In other words, if activity then slows, the reward pool shrinks. If rewards were the main reason people bought, then smaller payouts could further weaken demand. That doesn't mean tokens can't survive, but it’s a dependency worth understanding. Now on the other side, this is why LONG is in the position you see today. LONG automatically recycles launch fees into locked liquidity. Instead of landing in your wallet, those fees deepen the market for the coin you hold. Why does that matter? Because when someone sells, the available liquidity determines how much that sale moves the price. More liquidity around the trading price generally means less slippage for the seller and less price impact for everyone still holding. For example, $AI alone holds $20M in total liquidity and has withstood multiple $1M and $2M sells without breaking the chart. This is important. Wait for the first real pullback on the STONK ecosystem, then you’ll get why that matters. Not because LONG tokens can’t dump. They can. But you want trading activity during the good days to build liquidity that can absorb selling on the bad days. Both models depend on activity. If volume slows, STONK’s reward generation slows, and LONG’s liquidity accumulation slows. The difference is that liquidity already added doesn’t vanish just because fewer people traded today. Its value and composition can change, but the previous activity helped build a deeper market. So I understand preferring rewards you can receive today. But “I don’t get reflections, therefore I get nothing” misses the whole point. I’d rather fees help build the liquidity holders eventually need than judge an ecosystem's value purely by the reflections. Hope this helps.

A perspective: - LONG pioneered stock pairs, and we did it on Robinhood Chain. The first ones to take RWAs seriously and the biggest retail finance brand in the world. -We built network effects from 0. No official amplification, no partnerships, no major exchange listings(testament for PMF + extremely fair and organic approach) - We are leading on stock pairs. $1.5b+ in RWA volume, millions in TVL. We are writing the playbook. - LONG stock pairs are the most liquid pairs + leading on mcaps across the space(and actually have correlation with the stock instead of thin LP) - LONG stock pairs are the most held assets (for example check fomo) - LONG is the first platform that optimizes for PVE and price sustainability, with holders who can actually hold and a team that can iterate on making it better. - Produced the highest number of runners in recent times? (and they are still running) - The highest ratio in history of total volume to number of launches. - AI has had more 70% dips than I can count. It survived everything and grew out of it(literally broke ATH just a few days ago) - We had MEME becoming the center of the tokenization debate. - We had BONER be the first one to engage with a public company CEO. - We have cracked builders and OG communities that slow cook assets like MOO SCHIFFY SPACEHOOD (and many more!) - We have an app that real humans actually use, with 100k weekly active users. Mark my words, rotation between metas, chains, and assets will not impact LONG users once we hit a few milestones(that's our goal since day 1 not being just another launcher who compete on the same pie) We will build our own distribution. We will not stay still and wait for the "real" bull market or the next leg up. We will bring it ourselves with SHEER willpower and it's gonna be beautiful for our early adopters. Trust the process and never stop believing. LONG.

Fresh DRIP

How did robinhood lose lmao The chain is ~11 weeks old amd has over $1B TVL and $1B stables vol. Solana didn’t “win” on week 11 either but it kept printing. The only difference now is RH isn’t only a meme trench. Tokenized stocks, RWAs, lending, perps. That’s actual utility sitting next to the casino. Memes still print there too, that’s the point. Sol is still Sol, nobody’s saying otherwise. Saying RH lost because fees came off the $PONS is just cope. Volume + brokerage + chain + stocks.

I want to make something very clear. There is NOTHING that will break my will to grow LONG into a generational platform along with its assets and communities. No event in my personal life, macro or majors nuking. It's evidently clear to me: 1. RH chain is here to stay and we keep pushing it (with many more other cracked teams focused on diff areas) 2. We will keep laser focus on RWA pairs. No short term side quests. "There is no other meta" 3. We are mission driven and you simply can’t kill a movement 4. We are only getting started The space is still trapped in a zero sum mindset, believing that one chain, ecosystem, or asset needs to fall for another to rise. There is a reason why launchers peaked somewhere a in '24 and were not able to scale. With each peak being mostly correlated with mini bull cycles. It's driven by an excessive focus on who controls existing flows + vol vs how to bring net new use cases and users. For LONG the focus is on the latter. LONG eco is still very much in its infancy. I feel everything just like you do. I live and breathe the charts, waking up multiple times each night to check them and monitor sentiment. From time to time it's like having a baby with a fever, it can be very scary. You have to step in, monitor, and act, but under no circumstances should you lose control (obv not giving up thats not even an option) On another note, we’ve absolutely cooked up a much improved app experience, from fixing bugs in wallets and the token list to adding new LONG PVE filters. these will be going live soon. Don’t forget: we don’t just tweet we know how to build and innovate. More next week. LONG.

Study $PLONK Price is going for that ATH level that hit 150k a few days ago. Today, it’s already up +10% from the last ranging pa and it looks like a huge breakout incoming. Still early, still shipping. Good team, P2E game @OfficialPlonk Chart looks better than most launches this week. CA: HG6dbpS5NS6eaL1eGQhySa3NGX83s58eowg5ucCcpump

Slept on $PLONK and it still looks like one of the realest games on @solana. For starters, @OfficialPlonk is a browser based RuneScape-style MMO. To play the game; you sign in, name your character and start grinding... mine, cook, craft gear, trade at the market, then group up for bosses. Your wallet is your save, although the demo works without it if you want to poke around. As for the gameplay, you get Town for stations and trading, forest for resources and mobs, Oasis for the Dune Worm. Devs are still shipping dailyish stuff like craftable Oasis pets. Golden Worm is still live. Every fish is a 1 in 631M shot and the first catch gets 5 SOL. Usually around 10 players online, peaks past 30. Small world, but it actually feels like one. plonk.land / dexscreener.com/solana/5wxcq…

You can use the recipe book at the bottom… @OfficialPlonk Game! #P2E If you press on “items” you’ll find the exact crafting recipe 🧵 Press on the stone to see… How to find it! Each item in the game is handcrafted and properties are also made with care, Devs adding new features everyday! $PLONK