Why $Stonk might just be the most asymmetric launchpad on Solana since Pump. Coin Pairings. So simple, yet so genius. A feature that truly unlocks endless possibilities in crypto and opens up entirely different investor circles to onchain markets. Right now, you can pair any meme with any stock, including pre-IPO stocks, or even with another meme. Onchain traders have felt exhausted and bored for a very long time, but through the Robinhood chain launch and now @LaunchOnSF , we finally have reason for renewed optimism. The pairing feature allows for endless permutations, and the door has been unlocked to a world of new possibilities. Increase Your Odds of Winning Consider every trade we make as a roll of the dice. The higher the number you roll, the greater your potential profit. Catalysts and events are factors that can influence the number you roll. With single-pairing plays, you have a set number of catalysts that can increase your odds of rolling a higher number. With a double pairing, however, that number of catalysts increases. You now have two different assets, each with their own catalysts, meaning you potentially have better odds of rolling a higher number and exiting the trade with greater profits. This is also where rewards are a much better concept, in my view, than simply having a pairing, btw. The reward aspect gives you skin in the game versus just driving volume through a stock pairing, that you don't actually see benefit from. Inviting External Liquidity and Narratives Onchain Pairing crypto with stocks is the perfect way to bring crypto and equity traders together. It allows for the spillover of external narratives into crypto. Hyped robotics IPO in equity markets? Play a robotics meme with a robotics stock pair. Uranium exploding in the commodities market? Pair a uranium meme with a uranium ETF. Additionally, it allows traders to invest on both sides of the risk curve. Pairing a degen meme with an equity or larger-cap crypto token allows you to hit a left-curve and right-curve play in one. The meme pairing can give you more reflexive returns, while the equity/larger-cap pairing brings potentially more stable gains. Opportunities for Innovation Right now, we’ve seen meme pairings, but I’m sure it won’t be long until we see utility plays paired too. What if commodities are introduced next? Or currencies? How about when the market turns and we get big meme runners again? All the beta plays can be paired with the big runner. There are just so many possibilities here, and they’re going to spark so many new ideas. Concluding Thoughts After just one week, $Stonk has generated $300k in revenue while burning almost 5–7% of its supply. That puts them on track for annualised revenue of around $15.6m. Of course, we only have one week of data, so extrapolating that far forward needs to be taken with a huge grain of salt. However, it’s worth considering that they’ve only released 20 stock pairings so far and have also held back some of the better teams from launching until they roll out updates around LPs and reward allocations. There are no guarantees in crypto, but considering the above and how well the team has taken on feedback and executed so far it’s not unreasonable to think these revenue numbers could be sustainable and potentially grow from here. To finish, I’d be very surprised if Solana doesn’t end up backing $Stonk in some capacity. We’ve already seen Raydium show its support, and I expect Solana to follow. They’ve been vocal about wanting Solana to become the home of RWAs onchain, and Stonk is well positioned to become the RWA hub of the ecosystem. Solana already has multiple RWA protocols, but Stonk's pairing feature creates a way for them to come together within one ecosystem potentially creating a powerful network effect where the growth of one protocol drives volume and attention to the others. We’re already starting to see this play out, with $Stonk driving activity across @Raydium , @Backpack and @PreStocks. As more assets and protocols are integrated, that network effect only becomes stronger. At a sub-$10m market cap, $Stonk really is one of the most asymmetric opportunities Solana has had in a very long time. If I lose here, I’d still take the bet every time knowing what I know above. And if I’m in crypto and not willing to play opportunities like this, then I’d be questioning why I’m here at all.

Robinhood Summit shaping up to be a buy the news event

Stonk effect Stonk > Ray > Bp > Sol

This was one was a banger

$NET generated more revenue last week than: > the Robinhood chain > Uniswap > Raydium > Pons and more All while being in a relatively low volume consolidation period. Once we see that second leg up, revenue numbers will turn EVERYONE's heads. I have zero doubt that this trades higher somewhere in the future. (🥅,🥅)

We have bought back 321,697.38 robinhood:0x42afa2124ca5a2b83898e46b2da9a190995b1e18 with some of this weeks NOMGAR revenue. This is just the start of the flywheel and expect to see more of this with our upcoming schiffy products❤️. Keep up to date with schiffy news through our dev account on @fomo !

26x so far on $Gp since the share in my tg. We are literally seeing the tokenisation of RuneScape with $Gp at the core of it and a whole ecosystem developing here. This is going higher still. I’m expecting $Schiffy to start pulling up here too. These two have tended to follow eachother and don’t forget $Schiffy is about to have a gaming ecosystem built around it too with all games paired to $Schiffy as well. /GOLD

Awful maths 26x since the share

RT @schiffygld: Tokenomics update: robinhood:0x42afa2124ca5a2b83898e46b2da9a190995b1e18 is changing from burning to building. 🏦All the buy…

Stonks next Zcat is here

Something incredible happened last night: solana:HTmQz7My6MehV7bjhJ6jde8nDND1yvsz68d24LP7YgUQ hit $20m and the ecosystem coins as a whole passed $30m in total market cap. There are now 15,000 holders of GP. We are in the early innings of a movement. What started as an experiment in nostalgia has blossomed into one of the best gaming related ecosystems ever developed, and all of those involved are getting paid out in real, hard Gold through the 3% transfer tax. Last cycle we had a fake game (Loot) trade over $280m mcap. This time we have a chance to channel our love for RuneScape into something real. We are beginning to cross over into the mainstream -- there are millions of RS players who still haven't heard of Gold. I have not had this much fun in crypto since '21, and it's just getting started.

Has anyone thought that maybe both Stonk and Robinhood plays can go up at the same time?

Been holding and mentioning $MONEY for some time now, but never shared my thesis. So here it is: I feel like they did something really unique to stablecoins, and very in-line with the current meta. Until now, stablecoins like USDC and USDT were backed mostly by US Treasuries and cash held by the issuer. The yield on those reserves? It goes to Circle and Tether. You only get a dollar that sits still. What if your dollar was backed by the S&P 500, and the upside stayed with you? That's what Own is building. Deposit eSPY (a token tracking the S&P 500, backed 1:1 by real tokenized stock in a protocol-owned reserve). Mint eUSD against it at 150% collateral. Keep every bit of upside on your stocks while you spend, trade, or farm with the dollars. Important, the peg isn't just a promise. Any holder can redeem 1 eUSD for exactly $1 of eSPY. And they built in an amazing flywheel for their protocol token $MONEY: Stake eUSD and you earn yield paid from $MONEY trading fees. Hold $MONEY and you boost that yield. That's where it gets interesting. Normally, more stakers means a thinner APR for everyone. Here, it's the feature instead of the bug: More eUSD staked → more $MONEY needed to max the boost → more $MONEY buying and volume → more trading fees → APR climbs back up → more people mint and stake eUSD. Wall Street built the world's best collateral. DeFi built the world's best money rails. Own is plugging one into the other. Think this coin can do very well during the next leg up of the Robinhood eco.

My conviction is growing that we have the next major stonk and LONG ecosystem runners in $Gp and $Schiffy. Both appear to have established themselves as the leading gold pairs on Robinhood Chain and Solana respectively and that position creates a genuine moat. Gold is the most timeless asset in the world, retaining its relevance through countless market cycles. Unlike individual equity pairs, gold pairs also won’t face the same level of competition for attention from dozens of similar pairings. What makes $Gp and $Schiffy particularly unique is that entire ecosystems are now developing around them, with value flowing back to both tokens. Perhaps most interestingly, both have begun to decouple from the wider stonk and long ecosystems, increasingly behaving like genuine hedges much like gold itself. Raise your targets. /GOLD

The next 100mil stonk runner is here /GOLD

Looks like rh rotation has arrived

.@crypticd22 only other degen on my timeline talking about GOLD barbell so far. Been searching for this since the meta started a month ago, we now have clean winners. Max long.

Metrics after 10 days for $Money: • $50k TVL • $100k in fees generated • $8m in volume • 1,400% staking APR I think a lot of people are underestimating how big this project can become, and how much potential there is in general in rwa-fi. Right now, the project has one flywheel generating yield. The team plans to add more revenue generating products, with the aim of giving eUSD multiple sources of yield over time. Effectively we’re going to see multiple methods to fund yield, and likely multiple Rwa’s incorporated such as ETF’s, more stocks and even commodities. A whole ecosystem funding the yield. Rwa’s onchain will grow to become so much more than just meme/stock pairings. It won’t be long until people start to value protocols allowing for utilisation of Rwa’s and money seems well set to capitalise on the incoming demand. By being an early staker you can maximise the yield opportunity right now, and in turn bring greater buy pressure for the $money you hold → more eUSD staked → more $MONEY needed to max the boost → more $MONEY buying and volume → more fees → APR climbs back

Something something strength on red days /GOLD