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O yes, the Nikkei late 80s all over again. Final macro melt-up phase, like I already said in late 2025. Fun months ahead.
#bubble #meltup
$NDX $BTC
Sideways till March 2026 to rekt longs and shorts, then the final blow-off (Nikkei late 80s) and then the crash into real euphoria.
Nikke scenario late 80s (now) towards early 90s (2028+).
What if we mimick that.
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Frogthony HOPkins 🐸 retweeted
$NKE is now sporting its highest dividend yield in its history.
4.67% starting dividend yield for one of world most recognisable brand.
Can Nike recover? 🤔
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"To build a moat".
It's fucking NIKE.
THEY ARE THE MOAT.
$NKE
Can't speak for others but $NKE (and other apparel) is just uninvestable for me.
It's near impossible to build a durable moat in this line of business. Consumer preferences change all the time and it requires constantly spinning up new marketing campaigns to keep people excited.
Combine that with having to manufacture a physical product, and you get an inherently low margin business with little to no pricing power over the long term.
It's possible $NKE has a major turnaround from here, I just can't build any confidence in the long term strength of the business model to put my money behind it.
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As @RobinhoodApp bets big on 24/7 AI trading agents, execution safety becomes everything.
@0xZaps is built for this exact future: providing AI-ready, bounded-permission execution so autonomous agents can trade, zap, and optimize yield safely while you sleep.
#0xZaps $HOOKR
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Frogthony HOPkins 🐸 retweeted
High but not extreme IMO. But yeah, trend change for sure.
$TLT
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Indeed. It looks like the Base AI hype early 2023. A mini bullrun of 3 months and bleeding charts forever after.
Glad I took profit based on that short cycle of that other Layer-2.
Totally different ballgame compared to 2017-2021. #crypto
A lot of ppl holding rh coins down brutally hoping the hood summit delivers. If it doesn’t this shit gonna bloody murder
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🤯
A 37-year-old man with a rare blood disease was being sent to hospice.
An AI model searched thousands of existing drugs and ranked a combination no one had tried for his condition.
He responded within a week. He is in remission.
The drugs were already on the shelf. The AI model found the match.
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"Most token "flywheels" are a game-theory trap."
solana:XkeTXo1125vz5H9svJpGiw4JvLbN8VmMu9cmMvspump has a different approach. More about that in the pinned tweet.
solana:XkeTXo1125vz5H9svJpGiw4JvLbN8VmMu9cmMvspump rejects extractive flywheels (buybacks, stake-to-earn, reflexive lock-ups that drain the rest of the ecosystem).
Instead it builds a real supercooperator:
• Supply only shrinks through actual usage (pay with $DREGG → burn).
• Fixed supply + a kernel that makes counterfeiting impossible.
• Security via skin-in-the-game (bonds + slashing), zero inflation.
• Everything is evolvable policy on top of a conserving base — the “you can’t cheat” rule is permanent.
Value comes from what the network enables, not from what it extracts. That scales with real adoption instead of collapsing when the hype dies.
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Information asymmetry. Get ready.
robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c and #0xZaps
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@game_for_one information asymmetry. Do we have to spell it for them?
robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c and #0xZAPS.
Uniswap casually interacting.
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Frogthony HOPkins 🐸 retweeted
Uniswap delivers 'plastic' (they created the v4 hooks concept) and @Hookrfun makes the LEGO of it, in any shape, color or size you'd like.
That's a technical process that devs can now skip thanks to robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c
Big step forward.
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Frogthony HOPkins 🐸 retweeted
A classic move would be to spike into 83-84k, make everyone euphoric and to then have the classic October correction (mid-terms, yen carry trade turmoil, interest rates up = pressure on Russell Index etc). $BTC
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$RHUB 👀
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Now. Already live.
$STONK ecosystem auto compounding @vawltslawth
solana:5ZfFmbHzXuhw17e73NGZSHwiyULmybb4azTXCH4U8sDw
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So all the Robinhood KOLs have shifted to solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx now?
We had a nice few weeks on RH.
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This cycle it's in reverse. Altseason happening. But there will be a trick in 2027. And it won't be a nice one, while people wait for higher bitcoin:native. But, let's enjoy for now!
bitcoin:native solana:A2C5f6oYH2ipGb1mQTRDrUvKtNYtS6jnyaeXDXaZYpj7
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