As USDe reward rates move higher, clients can now mint fee-free with USDT as well as USDC.
Following our July announcement of zero-fee USDe minting and redemption with USDC, clients can now also mint fee-free from USDT.
Mint USDe, redeem USDe. No fees. With either of the two largest stablecoins by market cap.
Check the latest reward rate in your rewards dashboard.
0·-Neutral
n
news9/8news
$PONS revenue has almost DOUBLED since my last post btw
it has done $1.3M-$2M+ in DAILY revenue for most of the past week
and it hasn't had a SINGLE day below $1.1M in revenue over the last 7 days
let that sink in
but here's the part i think the market is massively underestimating:
THE BUYBACK
the $PONS buyback wallet now has almost $3M READY TO TWAP INTO $PONS
and it's being replenished from fees faster than it can currently be exhausted
this is an absolutely INSANE amount of organic buy pressure
and until now, it was difficult to track because the data wasn't readily available
so i suggested to @MEADGod that he put the buyback data directly on the analytics page
the man literally made it happen in minutes
what a chad! 🫡
you can now see the BUYBACK WALLET yourself on the Pons analytics page:
https://ponsfamily.com/analytics
100% of the fees you see there go towards $PONS buys/burns
and there are TWO other things here that i think the market is seriously sleeping on:
1. $PONS' ACTUAL MARKET CAP IS MUCH LOWER THAN THE FDV MAKES IT LOOK
price at the time of writing is $0.736
everyone looks at the $0.736 FDV price and thinks:
'$736M market cap'
WRONG!
~30% of the $PONS supply has ALREADY been bought and burned through fees since launch
which means the actual market cap at this price is closer to $515M
you're getting THE dominant launchpad on Robinhood chain at roughly a $515M actual market cap
think about that
2. PONS IS NOW CEMENTED AS THE LAUNCHPAD OF ROBINHOOD CHAIN
and it's not even close
the meme/stock meta has been THE biggest trend on Robinhood chain over the past week
so you'd naturally expect PONS' market share to get diluted
instead:
PONS MARKET SHARE HIT AN ATH OF 80% YESTERDAY!
it's been sitting around 75%-80% for most of the past week
AND:
Pons also hit an ATH of 28,560 TOKENS launched on the platform IN ONE DAY last week Saturday
27.6K new launches happened on the platform in the LAST 24 HOURS
even as Robinhood chain cools off slightly after its recent parabolic move
read that again
the chain cools off
PONS dominance goes to ATH
token launches go to ATH
revenue stays above $1.1M/day
buyback wallet approaches $3M and is being topped up at a much faster rate than it's getting depleted
and this is happening RIGHT as the market is finally waking up to the fact that Robinhood chain could be THE CHAIN OF THIS CYCLE
just before the bull run fully IGNITES
so what do you actually have here?
-> exploding Robinhood chain growth -> an increasingly dominant PONS -> $1M-$2M+ daily revenue -> $3M of buyback ammunition -> 30% of supply already burned -> no VC unlock overhang -> a cult-like early community
that is an absolutely ridiculous setup
and IMO the closest comparable is obviously $PUMP
and plenty of people already (and rightly, btw!) think PUMP is insanely undervalued by crypto standards
so i've been asking everyone who tells me:
'but why would i buy $PONS after it has already pumped so much?'
one simple question:
'if you were given another opportunity to buy $PUMP at a $500M market cap, would you?'
the answer is usually YES
except $PONS arguably has an even better setup
-> no VC unlocks -> no massive supply overhang -> an organic cult community that got in early and desperately wants the project to win -> and the first onchain PvE environment that is literally being fueled by the platform itself
and here's the funniest part:
while crypto twitter is obsessing over how many X $PONS has already done
my tradfi quant is telling me his tradfi network is starting to catch FOMO
they're not asking how many X it already did
they're waiting for an opportunity to SIZE INTO $PONS
that's the difference between chasing a pump
and recognizing a fundamental repricing
i genuinely think $PONS might be THE TRADE OF THE CYCLE
and my bet is simple:
dips continue getting aggressively bought
until $PONS is trading in the BILLIONS
where i believe it belongs
LOCK IN!
85·ALong
n
news9/8news
BOS to Present at Sidoti’s Small-Cap Virtual Investor Conference September 23-24, 2026
5·CNeutral
n
news9/8news
CAPR Lawsuit Alert: Capricor Therapeutics Investors Face September 28 Deadline After 64% Stock Drop Tied to Clinical Data Disclosure
85·AShort
n
news9/8news
Capricor Therapeutics, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - CAPR
85·AShort
n
news9/7news
Crypto + Macro Stuff I'm Looking At Today
...
- Tradfi markets closed today for Labor Day
- CPI and PPI inflation data coming out this week
- EIP-8141 may allow Ethereum users to pay for gas with stablecoins by sometime next year (very interesting - link below)
- $QQQ at $718.96
- Oil at $92.72 and lots of attention on crack spreads
- Gold at $4,405.40
- Total crypto market cap at $2.765T
- My beloved $FXN up almost 200% from spring lows - to $28.19(!) (still insanely undervalued though!)
- Hunter Biden to apparently release a memecoin on Wednesday called $LAPTOP, with part of supply airdropped to wallets that lost money on $TRUMP and 30% of supply to be burned if Democrats win the 2028 election
- Also... odds of Democrat sweep in November have risen to 52%
- $PONS, $ZEC, and $ENA all getting lots of positive attention on the TL (link below)
- Copper hits ATH
- Variational still most anticipated airdrop (link below)
- Stacks $STX to launch self-custodial Bitcoin staking
- Biggest bond bear market in US history continues... with $TLT (long-duration US bond ETF) averaging -7.65% per year the last 5 years, while conversely $QQQ (stonks) averaged +13.82% per year during that time
- (Related) 30 year fixed rate mortgages in the US are averaging 6.71% right now, down from high of 7.79% and up from 2.65% in 2021
- Above issue (yields and thus mortgages at record highs - since mortgage rates track long-duration US bond rates) is a very bullish setup for US real estate imho, at least residential (definitely not office) and at least in states people want to move to... As a result I still have significant exposure to $JOE (FL landholding + development company with huge holdings in the Panhandle/Bend section of FL) as my main RE exposure
- Also re: the above... I think the odds on Polymarket re: the Fed raising vs cutting rates are WAY WAY off (and thus asymmetric) and therefore I am seriously considering throwing a bit of money on bets that they somehow actually cut rates by EOY. The payoffs are absolutely insane proportionally and I can still 100% see it happening depending on how things go. Consensus is the opposite though with the bond market pricing in an 88% chance they RAISE by end-of-year...
- Also re: the above... I thought Trump's post on Truth Social over the weekend was quite shocking, where he seemed to openly threaten the Fed... saying (again, directed toward the Fed): "LOWER THE RATE OR I'LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT..." - which is quite startling and perhaps blackpilling to consider the President and Fed are openly at war to this degree... but it seems like Powell and his ilk who are still on the board are refusing to lower rates as Trump (and presumably Warsh) want... very fascinating situation that really brings up a lot of questions about how much control over the Fed the Executive Branch is supposed to have in the US...
- Also lots of talk about security and OpSec after Bold losing all his on-chain funds... tbh I remain a huge fan of just having all your on-chain crypto on a dedicated $200 Chromebook (or several) with multiple handwritten seed phrases cut in half and kept in multiple secure locations. Then if you are managing a defi protocol or something and need to sign all the time create a multi-sig. Or if you're degening on-chain and doing lots of transactions just separate your long-term holdings from that wallet. And if you have serious wealth in crypto diversify between on-chain and off-chain and various chains/counterparties/etc.
Conclusion
That is everything lads!
Remember to get jacked and tan for the $ETH $10k party! 💪
-and lift weights while watching the sun set! see pic below :)
75·ALong
m
meme9/7meme
Crypto + Macro Stuff I'm Looking At Today
...
- Tradfi markets closed today for Labor Day
- CPI and PPI inflation data coming out this week
- EIP-8141 may allow Ethereum users to pay for gas with stablecoins by sometime next year (very interesting - link below)
- $QQQ at $718.96
- Oil at $92.72 and lots of attention on crack spreads
- Gold at $4,405.40
- Total crypto market cap at $2.765T
- My beloved $FXN up almost 200% from spring lows - to $28.19(!) (still insanely undervalued though!)
- Hunter Biden to apparently release a memecoin on Wednesday called $LAPTOP, with part of supply airdropped to wallets that lost money on $TRUMP and 30% of supply to be burned if Democrats win the 2028 election
- Also... odds of Democrat sweep in November have risen to 52%
- $PONS, $ZEC, and $ENA all getting lots of positive attention on the TL (link below)
- Copper hits ATH
- Variational still most anticipated airdrop (link below)
- Stacks $STX to launch self-custodial Bitcoin staking
- Biggest bond bear market in US history continues... with $TLT (long-duration US bond ETF) averaging -7.65% per year the last 5 years, while conversely $QQQ (stonks) averaged +13.82% per year during that time
- (Related) 30 year fixed rate mortgages in the US are averaging 6.71% right now, down from high of 7.79% and up from 2.65% in 2021
- Above issue (yields and thus mortgages at record highs - since mortgage rates track long-duration US bond rates) is a very bullish setup for US real estate imho, at least residential (definitely not office) and at least in states people want to move to... As a result I still have significant exposure to $JOE (FL landholding + development company with huge holdings in the Panhandle/Bend section of FL) as my main RE exposure
- Also re: the above... I think the odds on Polymarket re: the Fed raising vs cutting rates are WAY WAY off (and thus asymmetric) and therefore I am seriously considering throwing a bit of money on bets that they somehow actually cut rates by EOY. The payoffs are absolutely insane proportionally and I can still 100% see it happening depending on how things go. Consensus is the opposite though with the bond market pricing in an 88% chance they RAISE by end-of-year...
- Also re: the above... I thought Trump's post on Truth Social over the weekend was quite shocking, where he seemed to openly threaten the Fed... saying (again, directed toward the Fed): "LOWER THE RATE OR I'LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT..." - which is quite startling and perhaps blackpilling to consider the President and Fed are openly at war to this degree... but it seems like Powell and his ilk who are still on the board are refusing to lower rates as Trump (and presumably Warsh) want... very fascinating situation that really brings up a lot of questions about how much control over the Fed the Executive Branch is supposed to have in the US...
- Also lots of talk about security and OpSec after Bold losing all his on-chain funds... tbh I remain a huge fan of just having all your on-chain crypto on a dedicated $200 Chromebook (or several) with multiple handwritten seed phrases cut in half and kept in multiple secure locations. Then if you are managing a defi protocol or something and need to sign all the time create a multi-sig. Or if you're degening on-chain and doing lots of transactions just separate your long-term holdings from that wallet. And if you have serious wealth in crypto diversify between on-chain and off-chain and various chains/counterparties/etc.
Conclusion
That is everything lads!
Remember to get jacked and tan for the $ETH $10k party! 💪
-and lift weights while watching the sun set! see pic below :)
0·-Neutral
m
meme9/7meme
RWAs on the Arbitrum Platform just reached $1B in market cap
The future of finance is programmable
0·-Neutral
n
news9/7news
Privacy Is Crypto’s Only Sector Above the 2025 High, Led by ZEC’s 2,496% Rally
According to Glassnode, privacy is the only major crypto sector trading above its level at Bitcoin’s October 2025 high, up 213% while every other sector remains below that mark. The sector’s market cap has grown from $7.1 billion a year ago to $33.6 billion, led by ZEC, which has surged 2,496% and risen from 82nd to 7th by market cap. ZEC now accounts for about 62% of the sector, though Glassnode noted the rally is broader: excluding ZEC, the cap-weighted privacy basket is still up 85% over the past year.
85·ALong
n
news9/7news
Privacy Is Crypto’s Only Sector Above the 2025 High, Led by ZEC’s 2,496% Rally
According to Glassnode, privacy is the only major crypto sector trading above its level at Bitcoin’s October 2025 high, up 213% while every other sector remains below that mark. The sector’s market cap has grown from $7.1 billion a year ago to $33.6 billion, led by ZEC, which has surged 2,496% and risen from 82nd to 7th by market cap. ZEC now accounts for about 62% of the sector, though Glassnode noted the rally is broader: excluding ZEC, the cap-weighted privacy basket is still up 85% over the past year.
80·ALong
n
news9/7news
Eyes on the Market: Sustained Inflows
Oil led everything. Brent rose 9.27% to $96.54 as US-Iran strikes resumed. BTC added 2.28% to $79,808, ETH 1.62% to $2,490.60, the S&P 0.40% and the Nasdaq 100 0.73%. Waller signals dovish. Polymarket hike odds fell from 51% to 41% on Thursday's remarks. BTC wicked to $82,262 and closed the session up 5.67%. Payrolls reversed it two days later. 162K against 53K consensus took hike odds back to 49%. BTC fell 2.95% and ETH 2.69%. The move is not levered. Aggregate OI is $139.7B, up 3.5% and the highest since mid-January. Coin-denominated BTC OI fell from 762.2K to 669.6K since mid-August, even as BTC moved from $63K to $80K. ETFs took $1.2B, a third straight week above $1B, the first such run since July 2025. BTC drew $986.7M including $730.8M on September 3, the largest day since January 14. BTC ETFs AUM crossed $103.3B, 6.32% of supply. Oil Leads the Week BTC opened Monday at $78,031, hit a high of $82,262 on Thursday and closed Sunday at $79,808. Up 2.28% on the week. ETH gained 1.62% to $2,490.60. Total crypto market cap finished at $2.708T, slightly outperforming BTC as selected alts continue to rally.
Oil saw the largest move, rising 9.27% to $96.54 as the US and Iran conflict intensified during the week. The S&P 500 added 0.40% to 7,728.60 and the Nasdaq 100 gained 0.73% to 29,616. Gold slipped 0.60% to $4,470.50. Events of the Week US-Iran Strikes Resume US-Iran strikes resumed for the first time in roughly a month after the 60-day ceasefire lapsed in mid-August. US forces disabled two Iranian tankers and destroyed a third on September 2, following IRGC ballistic missile fire at a US carrier and destroyer. Iran struck Kuwait with missiles and drones on September 3, escalating to a US Gulf ally, and Israel warned it would cripple Iranian infrastructure. Brent went from $88.32 to $95.15 on Tuesday, then plateaued between $95 and $97 for the rest of the week. Waller Gives Disinflation a Chance Fed Governor Christopher Waller's prepared remarks went out on Thursday 8:30am ET. Inflation is still meaningfully above the 2% goal, he said, but the recent data finally show some signs of disinflation, and if that holds through the next two weeks he would back holding the funds rate at 3.50% to 3.75%. Treasury yields fell to session lows and hike odds on Polymarket dropped from about 51% to about 41%. BTC wicked to $82,262 before settling at $81,704, up 5.67%. Hot Payroll Print August payrolls came in at 162K against 53K consensus, three times the estimate, with unemployment at 4.1% in line. Strongest print since March and the first up-month in five after. Expectations of a hike reversed back up from 41% to 49%. BTC fell 2.95% and ETH 2.69%. Volatility, Positioning and Leverage BVIV is up 5.4%, from 38.9 last week to 41.02. The metric is up 14% from the low of 35.81 that it hit on August 7. Aggregate futures open interest is $139.7B against $135B last issue, up 3.5% and the highest since mid-January. 24-hour volume is $136.4B, up 31%. BTC open interest in coin-denominated terms is the lowest it’s been since March 25. It’s been steadily falling since mid-August from 762.2K BTC to 669.6K BTC as BTC has risen from $63K to $80K. A reflection of how spot driven the recent move has been. Coinglass's 24-hour long/short ratio is 49.04% / 50.96%. Annualized funding on Binance runs BTC near 4.7%, ETH 8.4%, SOL flat to slightly negative and HYPE 5.5%. ZEC funding is roughly -3.65% annualized and ZEC still gained 45% in the past week. The coins that lead are now moving on spot inflows. ETF Flows Continue BTC and ETH ETFs took $1.2B combined, a third consecutive week above $1B. The last stretch of this magnitude was July 2025. BTC: $986.7M. September 3's $730.8M is the largest single day since January 14 and the third largest of 2026, behind January 14 at $840.6M and January 13 at $753.8M. BTC ETF AUM crossed $103.3B, 6.32% of supply. Year to date cumulative flows now sit at -$0.90B, from -$4.74B three weeks ago. Three weeks have erased 81% of the year's outflows. ETH: $215.3M. Flows fell 74% week on week from $815.7M. ETH captured 22% of BTC's dollar flow against 88% the prior week. Cumulative net flows are $13.19B and August closed at $1.84B. This breaks the ETH outperformance pattern we have tracked since late July, and the spot data agrees: ETH gained 1.62% against BTC's 2.28%. First week in a while where ETH lagged on both flow and price.
Key Events for the Week Ahead Tuesday, September 8 US consumer credit (G.19), 3pm ET. Wednesday, September 9 US NFIB small business optimism for August. Thursday, September 10 US PPI for August, 8:30am ET. Europe: ECB rate decision, 8:15am ET. Friday, September 11 US CPI for August, 8:30am ET.
90·A+Long
n
news9/7news
Eyes on the Market: Sustained Inflows
Oil led everything. Brent rose 9.27% to $96.54 as US-Iran strikes resumed. BTC added 2.28% to $79,808, ETH 1.62% to $2,490.60, the S&P 0.40% and the Nasdaq 100 0.73%.
Waller signals dovish. Polymarket hike odds fell from 51% to 41% on Thursday's remarks. BTC wicked to $82,262 and closed the session up 5.67%.
Payrolls reversed it two days later. 162K against 53K consensus took hike odds back to 49%. BTC fell 2.95% and ETH 2.69%.
The move is not levered. Aggregate OI is $139.7B, up 3.5% and the highest since mid-January. Coin-denominated BTC OI fell from 762.2K to 669.6K since mid-August, even as BTC moved from $63K to $80K.
ETFs took $1.2B, a third straight week above $1B, the first such run since July 2025. BTC drew $986.7M including $730.8M on September 3, the largest day since January 14. BTC ETFs AUM crossed $103.3B, 6.32% of supply.
Oil Leads the Week
BTC opened Monday at $78,031, hit a high of $82,262 on Thursday and closed Sunday at $79,808. Up 2.28% on the week. ETH gained 1.62% to $2,490.60. Total crypto market cap finished at $2.708T, slightly outperforming BTC as selected alts continue to rally.
Oil saw the largest move, rising 9.27% to $96.54 as the US and Iran conflict intensified during the week. The S&P 500 added 0.40% to 7,728.60 and the Nasdaq 100 gained 0.73% to 29,616. Gold slipped 0.60% to $4,470.50.
Events of the Week
US-Iran Strikes Resume
US-Iran strikes resumed for the first time in roughly a month after the 60-day ceasefire lapsed in mid-August. US forces disabled two Iranian tankers and destroyed a third on September 2, following IRGC ballistic missile fire at a US carrier and destroyer. Iran struck Kuwait with missiles and drones on September 3, escalating to a US Gulf ally, and Israel warned it would cripple Iranian infrastructure. Brent went from $88.32 to $95.15 on Tuesday, then plateaued between $95 and $97 for the rest of the week.
Waller Gives Disinflation a Chance
Fed Governor Christopher Waller's prepared remarks went out on Thursday 8:30am ET. Inflation is still meaningfully above the 2% goal, he said, but the recent data finally show some signs of disinflation, and if that holds through the next two weeks he would back holding the funds rate at 3.50% to 3.75%. Treasury yields fell to session lows and hike odds on Polymarket dropped from about 51% to about 41%. BTC wicked to $82,262 before settling at $81,704, up 5.67%.
Hot Payroll Print
August payrolls came in at 162K against 53K consensus, three times the estimate, with unemployment at 4.1% in line. Strongest print since March and the first up-month in five after. Expectations of a hike reversed back up from 41% to 49%. BTC fell 2.95% and ETH 2.69%.
Volatility, Positioning and Leverage
BVIV is up 5.4%, from 38.9 last week to 41.02. The metric is up 14% from the low of 35.81 that it hit on August 7.
Aggregate futures open interest is $139.7B against $135B last issue, up 3.5% and the highest since mid-January. 24-hour volume is $136.4B, up 31%. BTC open interest in coin-denominated terms is the lowest it’s been since March 25. It’s been steadily falling since mid-August from 762.2K BTC to 669.6K BTC as BTC has risen from $63K to $80K. A reflection of how spot driven the recent move has been.
Coinglass's 24-hour long/short ratio is 49.04% / 50.96%. Annualized funding on Binance runs BTC near 4.7%, ETH 8.4%, SOL flat to slightly negative and HYPE 5.5%. ZEC funding is roughly -3.65% annualized and ZEC still gained 45% in the past week. The coins that lead are now moving on spot inflows.
ETF Flows Continue
BTC and ETH ETFs took $1.2B combined, a third consecutive week above $1B. The last stretch of this magnitude was July 2025.
BTC: $986.7M. September 3's $730.8M is the largest single day since January 14 and the third largest of 2026, behind January 14 at $840.6M and January 13 at $753.8M. BTC ETF AUM crossed $103.3B, 6.32% of supply. Year to date cumulative flows now sit at -$0.90B, from -$4.74B three weeks ago. Three weeks have erased 81% of the year's outflows.
ETH: $215.3M. Flows fell 74% week on week from $815.7M. ETH captured 22% of BTC's dollar flow against 88% the prior week. Cumulative net flows are $13.19B and August closed at $1.84B. This breaks the ETH outperformance pattern we have tracked since late July, and the spot data agrees: ETH gained 1.62% against BTC's 2.28%. First week in a while where ETH lagged on both flow and price.
Key Events for the Week Ahead
Tuesday, September 8
US consumer credit (G.19), 3pm ET.
Wednesday, September 9
US NFIB small business optimism for August.
Thursday, September 10
US PPI for August, 8:30am ET.
Europe: ECB rate decision, 8:15am ET.
Friday, September 11
US CPI for August, 8:30am ET.
90·A+Long
n
news9/7news
COINTELEGRAPH: Zcash hits highest price since 2016 as market cap tops $20B
85·ALong
n
news9/7news
'hE iS aN iNsIdEr'
CT would rather everyone be poor than see someone take a winning trade
being a smart trader ≠ being an insider
$MEME is only a few days old
a lot of early holders got in sub $1m market cap
my average entry is around $45 MILLION market cap
i've spent $500k+ accumulating gradually over several days
this is NOT how an insider trades
if i was an insider, i'd have bought sub $1m and sold above $100m
instead, i first saw $MEME below $10m and faded it
then watched it rip to $150m within a few hours while i was completely sidelined
that's when i realized:
this could be one of THE defining memecoins of the cycle
why?
because $MEME sits directly at the heart of what i believe is the greatest narrative in the history of memecoins:
meme/stock
the meme/stock meta is already fueling some of the biggest pumps we've seen across crypto
$AI on Robinhood hit $320m
$MARSCOIN on BNB hit $260m
solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx on Solana hit $220m
and i don't think this meta is even close to mature
it's still in its infancy
more importantly, it's bringing an entirely new audience back into memecoins
not just degen memecoin traders
but RWA enthusiasts, retail traders and outside observers who are starting to believe that memes can actually mean something
i mean this is a meta crypto billionaires, CEOs of the biggest CEXs & blockchains, and even tradfi entities and hedge funds are keenly paying attention to
these people have deep pockets
and this is happening right before what could be the most explosive alt season of our lifetimes
now look at where $MEME sits
$MEME is at the center of the debate between Vlad Tenev, the founder of Robinhood, and the AMC CEO over the legality of meme/stock tokens
that debate could become one of the most important catalysts for this entire meta
it either kills the narrative
or legitimizes it and sends meme/stock tokens into an entirely new phase of growth
if the latter happens, $MEME has the potential to reach billions in market cap
and the memetics are almost too perfect:
- the narrative is literally 'A Meme Coin' - the golden $MEME ticker is instantly understandable - AMC is a mainstream entity that normies already know - Vlad Tenev is one of the most recognizable figures in retail trading and the face of Robinhood - this debate could generate mainstream attention for months, and memes thrive on attention
then there's the Robinhood angle:
if this meta keeps exploding, i expect $MEME to eventually make its way onto Robinhood
remember:
Robinhood helped send $DOGE to an $88 BILLION market cap last cycle
they already gave millions of retail users their introduction to memecoins
now imagine those same users opening Robinhood and seeing a token literally called:
MEME
the meme writes itself
and if the meme/stock meta starts impacting actual stocks or triggering another short-squeeze phenomenon?
study 2021.
you'll understand why i think this could go MUCH harder
this is why i sized into $MEME
not because i'm an insider
because i think i'm watching a new meta form in real time
and $MEME is sitting directly in the middle of it
i wasn't even planning to publish this thesis yet
i wanted more time to accumulate
then Vlad Tenev randomly followed the account today and $MEME started flying
so i figured:
might as well tell you what i'm seeing
and to everyone calling 'insider' every time i catch a winner:
if i was an insider, i'd be buying the lows
not spending $500k+ accumulating around a $45m average market cap
i've never insider traded a single token on fomo
yet i became the first account to hit 8 figures on the platform
and the first account to hit 8 figures on a single trade
my FOMO portfolio hit an ATH of $28 MILLION late last week despite me being on the platform for less than 4 months
i don't think ANY other account has sustainably crossed the $10m mark
and my PNL on the 7D / 30D / ALL timeframes sits comfortably above 2x the next runner-up
not from one lucky trade
from a basket of trades across EVERY major blockchain
- Robinhood - BNB - Solana - Base
i've caught the biggest winners on each
and i've put out clear theses for them at the lows before they moved
if that makes me an 'insider' then apparently i'm so connected that i can call the shots at EVERY SINGLE MAJOR BLOCKCHAIN IN THE WORLD
nah
there's a method to my madness
and you can literally watch me execute it in real time on fomo
better yet, join through my ref link and start learning:
https://fomo.family/r/unipcs
this cycle is still in its early innings
you still have time to change your fortunes
and i'm running a $350k giveaway for active refs
maybe you end up catching the next one too
don't say i didn't warn you
75·ALong
m
meme9/6meme
base:0x4da9a0f397db1397902070f93a4d6ddbc0e0e6e8 up 30% in the last month 👀
Powered by Reserve and available for trading on
@krakenfx, LCAP tracks @CFBenchmarks’ Large Cap Index
https://www.kraken.com/prices/large-cap-dtf
0·-Neutral
m
meme9/6meme
base:0x4da9a0f397db1397902070f93a4d6ddbc0e0e6e8 up 30% in the last month 👀
Powered by Reserve and available for trading on
@krakenfx, LCAP tracks @CFBenchmarks’ Large Cap Index
https://www.kraken.com/prices/large-cap-dtf
0·-Neutral
n
news9/6news
THE BLOCK: STONK jumped more than 250% to a roughly $140 million market cap as Solana launchpad StonkFun integrated with Raydium's LaunchLab.
The platform lets users launch memecoins paired with tokenized stocks and other assets. RAY and JUP also rallied.
75·ALong
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news9/6news
THE BLOCK: STONK surges 250% to $140 million market cap as stock-paired Solana launchpad StonkFun pulls volume to Raydium and Jupiter
75·ALong
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news9/6news
STONK surges 250% to $140 million market cap as stock-paired Solana launchpad StonkFun pulls volume to Raydium and Jupiter
75·ALong
n
news9/6news
Injective Tokenizes More Than $1 Billion in Mortgage Records Onchain
Pineapple Financial has now moved more than $1 billion in residential mortgage records onto Injective, turning a growing share of its historical loan book into digital records that can be inspected and verified onchain. This now makes Injective now one of the leading layer-1 blockchains for RWAs with respect to total value to tokenized assets. The company, listed on NYSE American as PAPL, is migrating funded residential mortgage records onto Injective. Each mortgage is represented by a metadata-rich onchain record tied to the underlying loan file, rather than repackaged as a new mortgage security. Pineapple's stated goal is to migrate its entire historical portfolio over time: more than 29,000 funded mortgages which amount to more than $10 billion in value. Mortgage markets move enormous amounts of debt, but the records behind them often remain fragmented across PDFs, email threads, and operational systems. Servicers, custodians, and counterparties may have to reconcile ownership and servicing information across separate databases, turning routine verification into a slow manual process. Pineapple is changing the location and structure of the mortgage record itself.
What Is Being Tokenized This is not a synthetic instrument designed to track a mortgage portfolio. Pineapple is converting records from a working mortgage loan book into standardized onchain data assets. The original mortgage remains within its legal and servicing framework, while the tokenized record provides an auditable digital counterpart that captures loan-level data, provenance, and update history. That distinction matters because the practical value comes from giving authorized participants a consistent, verifiable record. Instead of maintaining separate copies and reconciling them later, the parties involved can inspect the same underlying information. How It Works Each tokenized record contains more than 500 data points, enough to make it useful for more than a timestamp or proof of existence. Structured loan-level data can support automated verification, real-time audit trails, more responsive risk analysis, and compliant sharing with institutions that need to inspect a portfolio. The back-office workflow changes with it. A servicer or auditor can query a consistent record instead of assembling a picture from disconnected files, reducing the delays and duplication that make mortgage administration expensive. Where Pineapple Fits in the Broader Stack Pineapple's migration illustrates why tokenization is not simply an issuance exercise. An asset needs a clear identity, rules governing who can interact with it, and records that remain aligned as it moves or changes. Injective Mint, now live in private alpha, brings creation and administration into a single interface. Institutions can define an asset, configure holder and jurisdictional restrictions, assign administrative roles, and manage issuance or redemption without writing a custom contract. A deeper look into Injective Mint can be viewed here. Pineapple's mortgage program is a distinct deployment, but it reflects the same shift from a standalone token toward an operating onchain asset. For securities, the record layer also carries a regulated function. On August 19, Injective Institutional Services became registered with the U.S. Securities and Exchange Commission as a transfer agent, and the registration is effective. That affiliated capability can support official securities ownership and transfer records alongside onchain settlement. It does not make Pineapple's mortgage records, or every asset created through Mint, a security; it gives institutions that issue regulated products another piece of the operational and regulatory infrastructure they need. The Traction So Far The migration is already measurable. Pineapple's dashboard reports 2,079 mortgage records onchain, compared with 1,259 at the December 2025 launch. Token Terminal lists PAPL0 at roughly $1.1 billion in asset market cap, an increase of about 48% over the past nine months. That remains early against a target of more than 29,000 mortgages, but it is no longer just a proof of concept. Pineapple is moving a live portfolio in public, one record at a time, with the progress available for anyone to follow. Anchored by an INJ Treasury The mortgage migration is one part of Pineapple's broader relationship with Injective. Separately, the company established a $100 million INJ Digital Asset Treasury, giving it balance-sheet exposure to the network alongside its operational use of the infrastructure. Pineapple stakes INJ from the treasury, with Kraken serving as a primary validator. The treasury and the tokenization program are distinct initiatives, but together they show a company committing both operating data and capital to the same financial rails. See It For Yourself Pineapple's tokenized book is public and independently trackable. Follow the live mortgage dashboard and view PAPL0 on Token Terminal.