We started a revolution, we are doing it.

And that, kids, is how I met your mother.

Tonight's Recap (9/26/26):

some thoughts for the weekend. So many people fail to realize there is no framework they can apply to LONG. There is no one central point of failure. There is no "one thing" that can kill LONG because it’s driven by an iterative approach aimed at producing assets that are unique enough to never be fully priced in. The meta itself is a LONG term game. The biggest issue in the space is a lack of trust and a longer term horizon (even a week), and it makes sense when almost every runner outside of LONG can go to 0 within a day. Don't hate the player hate the game. We think the biggest category of people in crypto(or at least pattern) want to be long term holders, they also have the biggest potential to change the space. The issue, no one provides a systemic platform with high quality assets and many of them are completely sidelined from most of the activity the trenches had for the past two years. Globally speaking, we also think the average Joe willing to trade/invest is not a hyper gambler or a meta rotational trader they work 9-5 might have a family and can't just watch the charts 24/7, they mostly allocate into “real” things like 401ks, ETF shares, and HOLDing some stocks and we want to prepare There are 1000 different things that can kill an asset. Every single thing we did with LONG is designed to mitigate these and make sure a top LONG pair won’t die because of a one bad thing that took place. The key is balance! There is no perfect setup. It’s iterative: 1. Deep liquidity that makes every pump well deserved while retaining liq for a LONG-term game, but still enables 100x returns. 2. Memetic assets that can drive distribution very fast, but are not just pure memes. 3. Having incredible impact from one dev/team pushing, but balancing that with strong community members who own the vision as well. 4. Making sure that when majors are nuking, it won’t kill the eco by connecting LONG assets to RWAs, but not to the point of losing the benefits of crypto cycles. 5. Aligning with the fastest growing chain we've seen for the past years but also drive our own dist. 6. Having an infinite number of catalysts coming from the stock market, but again, not to the point where there are no crypto narratives baked into it. 7. Being very focused on long-term targets that will take time to achieve, but playing a tactical game every day. 8. Retaining value from extreme hype and attention driven trading, but never overhype. 9. Pushing support to a core pillar like AI as a case study, but not to the point where all other assets are beta(also not king making assets and eventually top them like every "hands-on" launcher failed with in the past) 10. Killing PVP from the inside with all sorts of mechs, but enabling healthy competition between different assets and approaches within the eco. And the list goes on and on. It might feel like 5D chess, but it’s really a simple playbook of surviving, moving really fast, iterating gradually, and making progress every day towards the bigger vision. LONG.

Reports indicate Iran launched 4 short-range ballistic missiles into the Strait of Hormuz in random directions with no clear reasoning.

ALL SYSTEMS READY. Sign ups are now LIVE on our website. monitorsituation.xyz

ExxonMobil has confirmed its Joliet, IL refinery is fully back online after a successful restart: “11 million gallons per day of diesel and gasoline production capacity are back online.”

Ukraine’s Defense Ministry announces “Army of Robots,” an initiative to develop and deploy robots for combat, reconnaissance, resupply and evacuating wounded troops. Its goal is to reduce risks to soldiers.

gMonitor!

Monitoring…

Today I learned “Field Experts” are professional monitor-ers

Tonight’s Recap (9/25/26):

Your own monitoring station. Accounts are coming to monitorsituation.xyz: create your profile, save your setup and preferences, and pick up where you left off. Should be live in the next few hours. We’re also working on live chat so we can monitor the situation together.

Manchester City was found guilty on 114 out of 115 charges relating to breaches of Premier League financial regulations. City is appealing the verdict issued by an independent commission. Mayor Mamdani is a gooner so he’s making fun of Man City.

Pretty wild how @longdotxyz has been one of the main catalysts for bringing tokenized stocks onto @RobinhoodApp Chain, with every $1 of stock that buyers paid into Long pools followed by ~$1.90 of new minting of that same stock within three days and ~$2.80 within a week That holds after controlling for each stock, each day's market-wide minting, and the stock's normal DEX volume, and buying into Long pools shows no link to minting in the days before it. Even in raw, uncapped data with AMC and SPY left out, it is still ~$1.40 within three days and ~$2 within a week. Scaled across every stock, the main estimate works out to Long being behind roughly a fifth of the ~$160M of stock minted on the chain since July, while pools on other launchpads like Bankr, PONS, and PAIR show a weaker and less consistent link and have released more stock than they absorbed over the same stretch The clearest examples came from Long's biggest launches, as onchain AMC went from 112,732 shares the day before "A Meme Coin" launched on 09/03 to ~2.9M the day after, HIMS went from 275 shares to ~2,400 in the three days after Boner Coin launched on 08/20 with Long pools absorbing 41% of the new supply, and NVDA supply rose 158% in the week after Artificial Inu launched on 07/14, compared to 35% for the median stock MONITOR took longer to get going, with PLTR supply up 64% in its first week against 87% for the median stock, but it kept climbing. When @JTLonsdale quote-posted MONITOR on 09/23, its value went from ~$1.1M to ~$10M in under two hours, and its pool traded 1.4x all tokenized PLTR in a single hour, while PLTR supply rose ~11% that day to double its pre-launch level as Long pools took in ~1,250 PLTR, and supply was still ~3% above its pre-post level the next day Long isn't the whole story, since Long pools hold only ~$14M of the ~$170M of tokenized stock onchain and the size of the estimate depends on capping a cluster of $2M - 7M mint days, mostly in SPY and AMC, that otherwise swamp it, but the pattern is consistent enough to say the Long memecoin trading is pulling new shares onchain rather than just recycling the ones already there These pairs have also started to attract real social capital, with @vladtenev following "A Meme Coin", @AndrewDudum following "Boner Coin", and @JTLonsdale following + quote-posting MONITOR, all for something that is still relatively nascent The next catalyst could come from Robinhood itself, since @vladtenev says 1:1 in-kind redemption and voting are coming to Robinhood Stock Tokens, which would give holders a reason to keep shares onchain rather than just trade them /board_sit

Why is my ex dming me on the IRS app?

The narrative of circular financing in AI has been well covered in relation to data centers. What gets far less coverage is the circular revenue relationships with respect to companies like Harvey, that are effectively model wrappers. Staggering to map out what $1 of revenue does in terms of multiple expansion.

The Nancy Mace multiverse keeps expanding

Worthwhile to monitor this situation as rates continue to creep. More of these debtors will have trouble refinancing at attractive rates.

Hover fists is insane