TLDR: @standard_rsv just announced buybacks and rev share. Stake your $STANDARD and you get paid from the reserve's revenue, and the reserve buys the tokens off the market to pay you instead of printing new ones. That pot grows with every new revenue source the reserve adds, and the next one is the stock token pools. If most of the stock token volume on Robinhood Chain ends up routing through them, all of that becomes yield for stakers, and the reserve already holds more capital than the three largest stock token pools combined.

S-Bills, a new type of staking. Every S-Bill is a non-dilutive, variable APR form of staking. Any holder can benefit from the economic growth of the Reserve. Contracts are going into security audits this week. Read about it here: standardreserve.xyz/app/stak…

It's only been nine days since $STANDARD launched and over 10% of the entire genesis supply has already been burned. The licence auction has sold out every single day, and at the current rate roughly a third of the float will have been burned by Halloween. The SEC also just cleared the way for tokenized stocks to trade onchain through liquidity pools, and three days later Standard published its second mandate to become the venue that all stock token liquidity on Robinhood Chain flows through. Onchain stock trading volume is already up over 800% this year, and every trade through a pool pays a fee to whoever provides the liquidity. The Standard Reserve already holds more capital than the three largest stock token pools on the chain combined, at nine days old. The next two things to watch are the spec on how those fees reach holders and the reserve's first pool deployment.

Today @standard_rsv published its second mandate, announcing that the reserve is positioning itself to be the liquidity hub for stock tokens on Robinhood Chain. Here's why I believe this is huge for the project and for anyone holding robinhood:0x88ad8ddf1e3898412146a534538d418c6f8a9062 or a branch: On Wednesday the SEC issued an order letting tokenized stocks trade onchain through AMM pools for the next five years. It also exempted anyone providing liquidity to those pools with their own capital from registering as a dealer. That's the exact thing Standard's reserve is now set up to do. And the timing couldn't be better, as evidenced by recent onchain demand. When $BONER ran in August, tokenized $HIMS traded to $122 on a Sunday against a Friday close of $28.84 (more than 4x the real stock) because the pool had about $135k of stablecoins in it and nobody was holding inventory. Six days after launch, Standard's expansion vault is already bigger than the NVDA pool on Robinhood Chain. Now even though the mandate doesn't change what your branch earns (it's still a share of the daily 700k, roughly 437 tokens a day at the current branch count), it does change what's behind the token. Right now that's a treasury and a burn mechanism, but if the reserve actually starts making markets and collecting fees on stock-token volume, robinhood:0x88ad8ddf1e3898412146a534538d418c6f8a9062 becomes a claim on a business that earns money, and businesses that earn money get valued very differently from tokens that don't. What I'm still waiting for confirmation on is how LP fees reach robinhood:0x88ad8ddf1e3898412146a534538d418c6f8a9062 holders. The team has said a fuller spec is coming, and that document will decide whether treasury growth becomes token value or just sits on the balance sheet. All in all, I think the opportunity here is a lot bigger than people are pricing in. Stocks are only the start of what's coming onchain, and whoever ends up holding the liquidity for RWAs is sitting in front of a market that goes well beyond crypto. Standard is six days old and already positioned for it.

We’re seeing a rotation in to AI/inference projects (Orbio at new ATHs, Musebook and Surplus up 200%) but the one coin that fits perfectly into all of this has barely moved, and that's base:0x5576d6ed9181f2225aff5282ac0ed29f755437ea The team consists of an ex-NVIDIA Research partner, an ex-Google advisor whose fund was early into Bittensor, Render and Pendle, an ex-JP Morgan CFO, and a CTO with 20 years in ML, and Openserv tech is already operational within the UAE government. SERV Reasoning is now live as a public API and projects like SolRouter (solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5) which launched through OpenServ and is built on it, have also been doing really well. 25% of revenue goes to buybacks and burns, staking is on the way, and $SERV is needed for early access to new launches. There's also a hackathon closing on the 28th. It’s currently sitting at range lows, roughly 4-5x away from its ATH, while the exact narrative it was built for is catching a bid. Typically, I fade projects that don’t move with the market but $SERV is clearly mispriced. If the meta holds for a bit then I think this reprices back to ATHs from here.

its the start of the cycle, lets swing for the fences liquidity will route through the standard reserve

Okay Arc was fun for like 2 seconds until it became Solana 2.0 Back to Robinhood

Nice cook on $ARGUS so far $2m -> $38m (ath)

My first ARC mainnet meme play: FatCatBatRatWifHat 0xb67f50fde86e09b5da963c4251cbd4788b151ed5

TLDR from skimming the $STANDARD paper cause I like these kind of games and all the explanations im seeing are ai slop. Essentially just ohm with a shrinking hard cap and more measured inflation dynamics. Hard cap is 1B tokens and supply gets burned permanently over time from certain responses. Instead of every one w ohm being able to stake and earn yield, for Standard, emissions are only sent to a few charters who have a cost associated with claiming the yield. Think this is stronger game theory overall. I just don’t know if people have it in them to believe like they did in 2021 but fun concept with probably the highest pedigree dev in the RHC trenches. None of this is financial advice ofc. If I got anything wrong feel free to correct, this is literally from 15 minutes of DD.

If the $STANDARD licence auction sells out for the next five days, close to 40% of the supply will have been burned out of existence. Here's how that works: There are 1,000 charters (banks) and each one can grow to 10 branches. To open a branch you need an expansion licence, and licences are paid for in $STANDARD. Every token spent on one is burned Day one: 100 licences sold in under four minutes, at 12,000 falling to 11,888 each. That's 1.19M tokens, 1.2% of the entire float, in one auction. The auction reopens every day at double the previous day's last sale. So tomorrow opens at 23,777. If it sells out again, that's 2.4M more. Five sellouts in a row is 36.9% of the float. Now here's the catch: the price doubles, the yield doesn't. Today, a licence cost 17 days of one branch's earnings. Tomorrow's costs 37. By Friday it's 177, by Saturday 380. At some point it won't be worth it anymore and the price will fall back towards the floor. Nobody knows when that day will come. So till then, let the fun continue.

The Standard Reserve will launch in 2 days, on 9/14. A significant portion of spots have been left unallocated for public participation. The thread below covers: - Mint Details - Mint Schedule - Token Trading - Day 1 Protocol Details

the more i look into hashcats, the more i think this could be something special it's giving me that tingling feeling

The battle between Stonk and Pumpfun will be won by whoever builds the best culture. Every single apex predator consumer application in crypto all had one thing in common, they each had an incredible culture that users were absolutely addicted to logging on every single day to participate in. Fomo is an incredible case study for this. Users were offered 6 figure monthly contracts to simply delete their account and move to a competitor. At face value, this seems like a no-brainer doesn't it? Free money, and a lot of it, to simply move your trading and profile to a different application. Many high level profiles took the deal, deleted their fomo profile, and moved to the competition. The public assumption was that this would, at the very least, negatively impact trading volumes on fomo. The opposite actually occurred. Since the day that Pumpfun announced social trading, and users were paid to move to their platform, 24h revenue on fomo has gone up by over 250%. The entire month of September has had daily revenue of over $1M. A deep enthusiastic culture that can't even be swayed by materialistic motivations and actually gets stronger in the face of temptation despite promising the end-user nothing beyond an enjoyable experience is something that you simply can't put a price tag on, and any project that can capture this, especially in the landscape of launchpads, will raise the ceilings for not just themselves but the entire ecosystem of crypto. Let the best man win.

The Standard Reserve is coming on September 14. Both audits have found 0 critical vulnerabilities, reports will be made public before launch. More details coming over the next few days.

MemeFi is the hottest sector right now. This analysis ranked the top RWA memes by their share of CT attention against their share of the group's market cap. Some trade behind their attention. Some trade in front of it. boner-coin:native has the widest gap, 35.7% against 12.4%, which makes it one of the few names with real virality that still trades like it doesn't. I'd leave artificial-inu-3:native out. It's a sector bet more than a virality bet. Nate has hinted at pools of every LONG coin against artificial-inu-3:native, which would make it the token that benefits from every pump. This tells you where the eyes are. Not who is buying. Data and analysis: @ArtofConviction