If the bull market starts tomorrow, these are the tokens I’m holding:
If this turns into a real bull market, the biggest winners may not be the obvious Robinhood-native assets like
$PONS or
$CASHCAT.
They may be the indirect beneficiaries. New player, new playbook.
Robinhood does not have to follow the usual crypto-chain path of launching memes first and figuring out utility later.
They can do the opposite:
Take the best existing infra, liquidity, perps and DeFi rails, then layer their RWA distribution on top.
That is why I’m watching more than just Robinhood-native coins.
$PONS - still the core launchpad bet. It is the closest thing Robinhood Chain has to a real
$PUMP competitor. The question for me is not whether PONS matters. It is where to buy it.
$CASHCAT - still the main mascot bet. If Robinhood Chain becomes a real ecosystem, a ~$200M mascot does not look expensive compared with what similar memes reached elsewhere.
$UNI - probably the cleanest indirect Robinhood bets.
ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 - a bet on what RWA needs next. If real funds and large balances move onchain, they will not want every position visible to everyone. FHE is one of the cleanest ways to play that thesis.
ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32 - boring, but I like boring when the plumbing matters. Underneath it, Ethereum still matters.
aster-2:native - I want exposure to both sides of the perp war. Robinhood + Lighter strengthens the Ethereum side. Aster is one of the strongest BNB-side bets.
robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 - One of my favorite Robinhood-native tech bets. If the market starts rewarding actual products instead of only memes, ORBIO is exactly the kind of thing that can rerate hard.
$HASHCAT - every ecosystem needs a cult jpeg.
$PUMP - The Solana counter-bet. If Pons starts taking creators, liquidity and attention, Pump has to fight harder.
$LIT - One of the cleaner Robinhood infrastructure bets. Perps already matter to the ecosystem.
$AERO - the Base counter-bet. If Robinhood starts stealing users and volume, Coinbase will respond.
The simple version:
A new ecosystem needs a mascot, launchpad, DEX, perps, options, privacy, AI, jpegs and the infrastructure underneath all of it.
My main take is simple:
Some of the best Robinhood trades may not even be on Robinhood Chain.