$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
U.S. RESEARCH ROUNDUP-Fedex Freight Holding Company, PDF Solutions, Robinhood Markets
25·CLong
l
listing9/8listing
Robinhood: What Is the Best Place to Provide Liquidity on Robinhood Chain?. Robinhood Chain went from zero to one of the busiest tokenized asset and meme venues in DeFi in a matter of weeks. The network opened its…
75·ALong
n
news9/8news
What Is the Best Place to Provide Liquidity on Robinhood Chain?. Robinhood Chain went from zero to one of the busiest tokenized asset and meme venues in DeFi in a matter of weeks. The network opened its…
75·ALong
r
robinhood9/7listing
Robinhood: Thrilled to announce the market opens again tomorrow.
15·CLong
n
news9/7news
How Hedera Guardian Revolutionizes Environmental Asset Management
Recap, a look back at an earlier Hedera session. Environmental asset management is evolving beyond the limitations of traditional paperwork and bureaucratic hurdles. With the Hedera Guardian, you're equipped to integrate decentralized identities, verifiable credentials, and advanced policy workflow engines to streamline the creation and trade of digital environmental assets. Interested in sustainability tech or building with Hedera? This piece offers valuable insights to shape impactful applications in today's eco-conscious landscape. 🔗 Key Links 📺 Watch the full livestream → Delivering Trust in Environmental Assets and Outcomes with Hedera Guardian (https://www.youtube.com/watch?v=TUzQ2CF-I8o) 📄 Explore the Hedera Guardian docs → Hedera Documentation (https://docs.hedera.com) 🛠� Dive into Hedera Token Service → HTS Docs (https://docs.hedera.com) 📌 TL;DR Hedera Guardian enhances environmental asset digitization effortlessly. Version 3.5 supports decentralized identities and credentials. Demonstrated modular architecture offers flexibility. Builders can use Guardian infrastructure for community solutions. A 39% insurance premium reduction was achieved, showcasing real-world benefits. Unpacking the Hedera Guardian’s Key Innovations A Dive into the Modular Architecture The Hedera Guardian employs a flexible, modular architecture, simplifying user experience in digitizing complex environmental asset methodologies. It enhances security and transparency by integrating with decentralized identities and verifiable credentials. This design allows you to tailor your technology stack for specific environmental requirements—be it carbon credits or biodiversity tracking. The APIs within this architecture facilitate smooth data handling, helping you query data tied to issued tokens, assess user permissions, and manage asset statuses effectively. This level of customization opens doors to build applications that uniquely match demands. Key takeaway: The Guardian's modular architecture offers the flexibility and security you're looking for in managing diverse environmental assets. Policy Workflow Engine Excellence Perhaps the most notable feature is the policy configurator—a low-code environment that allows creators like you to define regulatory compliance and construct detailed workflows for managing environmental assets. This system promotes efficiency by letting you focus on optimizing solutions rather than getting tangled in coding complexities. Daniel showcased its utility in a captivating live demo, illustrating real-time data management and user interaction handling with drag-and-drop simplicity for scenarios like carbon offsets. Such functionalities make Guardian a powerhouse for streamlining complex environmental asset management. Key takeaway: The low-code workflow engine simplifies complex environmental asset management, keeping pace with emerging regulatory demands. Real-World Performance Metrics The Guardian's impact isn't just on paper. Featured during a livestream, the Tahoe Donner community realized a 39% lower insurance premium and an 89% lower deductible through smart forest management and the Guardian's data insights. These figures highlight the economic and ecological advantages the platform offers. By tapping into precise data analytics and risk management capabilities, you can predict and mitigate environmental risks like wildfires, expanding Guardian’s utility beyond asset management to a holistic environmental risk analysis tool. Key takeaway: The Guardian’s effectiveness in cutting insurance costs through informed environmental risk management marks its tangible value.
Leveraging Hedera Guardian in Practical Applications Build Next-gen Environmental Applications The Guardian provides practical avenues to construct industry-disrupting solutions. It enables you to craft applications focusing on the digitization and tokenization of environmental assets, like carbon credits or water rights. Supported by the Hedera ecosystem, these applications can meet the demands of eco-friendly consumers and industries aiming for sustainability. By maintaining transparent and verifiable tracking of asset provenance and movement, your applications will help industries transform environmental impact into tradable assets. Develop applications for digitizing environmental credits. Create solutions for managing ecosystem services. Use decentralized identity verification for secure trades. Unlocking Builder Opportunities Given the booming sustainability market, you're in a prime position to redefine environmental finance and management. With the Guardian's infrastructure, complex processes become more approachable, attracting eco-conscious investors and users alike. Here’s what you can explore: Design systems for biodiversity credits. Automate compliance for regulatory standards. Simplify distributed ledger technology solutions for environmental records. Key takeaway: The Guardian’s robust infrastructure presents a playground for innovation in the environmental sector, offering robust opportunities for builders. How It Works Under the Hood API Calls and Data Flow Explained The Guardian's architecture is centered around clear API endpoints, offering efficient interaction capabilities. Important API functionalities provide access to user permissions, asset issuance, and policy definitions, ensuring effective management and secure operations. It’s built to handle high transaction volumes, common in asset trading, assuring scalability. Its modularity allows dynamic process adjustments, aligning with your application's unique requirements. Design Patterns and Technical Decisions Integrating decentralized identities fortifies security while ensuring data integrity and privacy compliance, essential for building trust in environmental asset exchanges. Through verifiable credentials, you lay the groundwork for enhanced stakeholder confidence and standardized environmental reporting. The Guardian’s policy configurations use a microservice architecture. This supports independent scaling and integration of specific modules without overall disruption, providing a resilient system for asset management. Key takeaway: The Guardian’s secure, scalable design patterns build trust, enabling flexible environmental asset management solutions.
What You Can Build Now Harnessing the Hedera Guardian unlocks a spectrum of possibilities to innovate sustainable solutions. Here’s how you can kickstart: Identify a Use Case: Focus on an environmental asset to digitize, whether it’s carbon offsets, biodiversity credits, or water usage rights. Use APIs: use the Guardian’s APIs to secure and manage transactions and data robustly. Integrate Decentralized Security: Strengthen trust and compliance using decentralized identities and verifiable credentials. Develop Policy Workflows: Use the low-code configurator to automate reporting, establish compliance, and adhere to regulations. Test and Scale: Ensure performance and scalability through rigorous testing before scaling to broader markets. Key takeaway: use the Guardian's resources to develop comprehensive, compliant environmental asset management solutions seamlessly. Resources To explore more about building with the Hedera Guardian, consider these resources: Hedera Documentation: Hedera Documentation (https://docs.hedera.com) Join the Conversation on Discord: Hedera Community (https://hedera.com/discord) Explore HTS: HTS Docs (https://docs.hedera.com) Are you already building with the Hedera Guardian? Share your project in the replies, the Hedera community is keen to spotlight novel solutions and breakthroughs! Understanding the Role of Hedera Consensus Service The Hedera Consensus Service (HCS) plays a pivotal role in ensuring transparency and trust in environmental asset management. By acting as a decentralized message layer, HCS allows you to reliably timestamp and order messages, which is crucial for maintaining the integrity of data associated with digital environmental assets. This service can be particularly beneficial for complex environmental projects that require verifiable data transmission and storage. How HCS Facilitates Data Integrity With HCS, every transaction related to environmental assets can be logged in a tamper-proof manner. This ensures that the data remains consistent and accurate over time, a feature that is indispensable for regulatory compliance and stakeholder trust. Builders can appreciate this feature because: It establishes a trusted timeline of events and transactions. It prevents data manipulation or unauthorized alterations. It supports interoperability with other services, enhancing system integration. Implementing HCS in Environmental Projects To effectively implement HCS in your environmental projects, consider the following steps: Define Your Data Needs: Identify what environmental data needs to be tracked and verified. Integrate with Existing Systems: use HCS to complement your current data management tools. Monitor Transactions: Regularly check the logs to ensure data integrity and accuracy. By following these steps, you can enhance the trustworthiness and efficiency of your digital environmental asset management processes. Leveraging Hedera Smart Contract Service for Environmental Solutions The Hedera Smart Contract Service (HSCS) provides a robust framework for creating and executing smart contracts tailored to environmental asset management. The HSCS supports the Ethereum Virtual Machine (EVM), which allows you to deploy contracts that automate complex workflows, ensuring transparency and reducing administrative overhead. Benefits of Using HSCS The use of smart contracts in environmental projects offers several advantages: Automation: Streamline processes such as asset creation, transfer, and verification. Cost Efficiency: Reduce manual intervention and associated costs. Scalability: Manage large volumes of transactions without compromising performance. By harnessing these benefits, builders can create more efficient and scalable solutions for environmental asset management. Creating Smart Contracts with HSCS To deploy effective smart contracts using HSCS, you can follow these guidelines: Define Clear Contract Terms: Ensure that the contract terms are precise and unambiguous to avoid disputes. Test Extensively: Conduct thorough testing in a controlled environment to identify and rectify potential issues. Monitor and Update: Regularly review and update the contracts to adapt to new requirements or regulations. Implementing smart contracts effectively can significantly enhance the functionality and reliability of your environmental management solutions.
Community Collaboration Through Hedera's Ecosystem The Hedera ecosystem thrives on community collaboration, offering builders a variety of opportunities to engage with partners and contribute to collective environmental goals. The Apex Hackathon is one such platform that brings together developers, experts, and organizations to innovate and create impactful solutions. Engaging with Ecosystem Partners During events like the Apex Hackathon, participants can collaborate with ecosystem partners like AWS, Neuron, and Hashgraph Online. These partnerships enable you to: Access a wealth of resources and expertise. Gain insights into best practices for environmental asset management. Build connections with other innovators in the field. Such collaborations can propel your projects forward, providing the support and knowledge needed to tackle complex environmental challenges. Building Community Solutions Hedera encourages the development of community-driven solutions that address local and global environmental issues. By participating in community initiatives, you can: Contribute to sustainable development goals. Innovate with a focus on real-world impact. Share knowledge and experiences with a broader audience. Engagement in community projects not only enhances your technical skills but also enriches your understanding of environmental sustainability. Real-World Applications and Case Studies The practical applications of Hedera's technology in environmental asset management are numerous. By examining real-world case studies, builders can gain valuable insights into how Hedera can be applied to achieve tangible outcomes. Case Study: Wildfire Mitigation One notable application of Hedera technology is in wildfire mitigation. By integrating real-time data streams with the Hedera platform, organizations can monitor and respond to wildfire threats more effectively. This approach offers several advantages: Timely Alerts: Automated alerts allow for quicker response times. Data-Driven Decisions: Access to accurate data supports informed decision-making. Resource Optimization: Efficiently allocate resources to areas of greatest need. Case Study: Reforestation Projects Another example is the use of Hedera in reforestation projects. By tracking the lifecycle of each tree planted, organizations can ensure the success and sustainability of their efforts. Key benefits include: Verification of Impact: Transparent data supports claims of environmental impact. Stakeholder Engagement: Demonstrates commitment to transparency and sustainability. Compliance and Reporting: Simplifies the process of meeting regulatory requirements. These case studies illustrate the potential of Hedera's technology to facilitate effective environmental management and enhance sustainability initiatives.
55·BLong
l
listing9/7listing
Robinhood: Robinhood Chain Reports Record DEX Trading Volume as Tokenized Stocks Gain Traction
75·ALong
l
listing9/7listing
Robinhood: Robinhood Chain Reports Record DEX Trading Volume as Tokenized Stocks Gain Traction. Robinhood Chain processed about $875 million in decentralized exchange volume on August 30, alongside a record 5.52 million transactions. The session put the two-month-old Layer 2 among the busiest venues in crypto that day and arrived as tokenized stocks, the products the network was designed... Read More
75·ALong
n
news9/7news
ZEROBASE WEEKLY 8.31–9.6
ZBT traded in a tight $0.080–$0.086 band this week, opening near $0.084 on August 31 and finishing around $0.085 by September 6. The token briefly dipped toward $0.080–$0.081 on September 2 before reclaiming the mid-$0.08s. Trading volumes stayed functional , generally in the $3–$10 million daily range, with liquidity remaining orderly and spreads contained.
The broader crypto market showed more range than the late-August squeeze. Total capitalization moved from roughly $2.59T–$2.63T at the start of the week to a Thursday peak near $2.82T as Bitcoin cleared $81,000, then settled back in the $2.67T–$2.79T area. That is a constructive but incomplete recovery from the mid-year trough near $2.3T.
Bitcoin opened the week near $78,550 on August 31, slipped to a weekly low around $76,250 on September 2, then ripped to a three-month high above $82,200 on September 3. It faded to the high-$79,000s after Friday’s jobs print and closed the week near $80,300–$80,350 — a net gain of about 2% from Monday’s open and roughly 5% from the weekly low. Ethereum moved in a narrower channel: from about $2,467 on August 31, down toward $2,356–$2,390 midweek, then back to $2,510–$2,516 by Sunday, a modest gain of around 2% on the week and about 6–7% from the low.
Derivatives confirmed the move was a squeeze, not a clean leverage rebuild. On September 3, 24-hour liquidations ran $400–$510 million, with shorts accounting for the bulk — roughly $345–$415 million of short liquidations that session, including about $162–$174 million in Bitcoin shorts. Open interest remained elevated near $54 billion on Bitcoin perps. Funding stayed near neutral to only mildly positive after the squeeze, suggesting traders were covering rather than aggressively adding new longs.
Macro and geopolitics were the week’s real drivers. The U.S.–Iran conflict, now in its seventh month, intensified again. Washington struck IRGC sites on the Iranian mainland early in the week, and both sides targeted vessels around the Strait of Hormuz. Hormuz traffic stayed depressed at roughly 10 commodity ships per day versus more than 130 pre-war. Oil responded immediately: WTI rose nearly 10% on the week to settle around $91.48 on Friday, while Brent gained about 7.6–7.8% to $96.28. Diesel hit a U.S. retail record near $5.85 a gallon. Energy inflation is no longer a one-day shock; it is a persistent input into the Fed’s reaction function.
Friday’s August employment report then flipped equity and rate markets. Nonfarm payrolls printed +162,000 versus a ~56,000 consensus, with prior months revised up by 55,000. Unemployment held at 4.1%. The 10-year yield finished near 4.78% and the 2-year near 4.37%. Markets immediately repriced the odds of a September rate hike higher. U.S. equities finished mixed for the week: the S&P 500 eked out a 0.1% gain to 7,718.60, the Nasdaq Composite rose 0.4% to 26,506.99, and the Dow fell 0.3% to 53,414.25. Friday itself was risk-off — S&P −0.38%, Dow −0.51%, Nasdaq Composite −0.29% — after the jobs surprise. Chip names limited the Nasdaq damage; credit-sensitive and consumer names did not.
Institutional crypto flows remained the structural offset. U.S. spot Bitcoin ETFs took in about $987 million net for the week ending September 4/5, extending a three-week streak to roughly $3.8 billion. The path was uneven: +$217 million on August 31, −$236.5 million on September 1, then +$101 million, a standout +$731 million on September 3 (largest single day since mid-January), and +$175 million on September 4. BlackRock’s IBIT again absorbed the majority. Ethereum ETFs added about $215 million, down ~74% from the prior week’s $816 million. Combined BTC+ETH ETF inflows were still ~$1.2 billion. Bitcoin ETF AUM sat near $101 billion. Year-to-date BTC ETF flows remain slightly negative, so this is repair, not a new cycle high in sponsorship.
Crypto-native news reinforced a rotation beneath Bitcoin. Zcash led the tape, breaking $1,000 and later trading above $1,150–$1,200 with a weekly gain approaching 40%, helped by ETF interest and a short squeeze. Uniswap jumped more than 50% on the week as DeFi breadth improved. Arbitrum ripped on Robinhood Chain activity.
Elsewhere: Liquid Network paused after a purported white-hat withdrawal of $320 million in bitcoin; Trezor said a ShipMonk breach affected tens of thousands more customers; the SEC floated a “Regulation Crypto Assets” framework with offering exemptions; and OpenReserve received preliminary OCC approval for a national bank charter. Privacy coins and infrastructure names outperformed beta.
Crypto Fear & Greed spent the week in greed, not fear. The index rose from 62 on August 31 to 69, 63, 65, then 74 on September 4, and held 73–74 into the weekend. Seven-day average was about 68; 30-day average about 54. Sentiment has flipped from the August mid-20s/30s readings, which is consistent with the price rebound but leaves less cushion if oil or the Fed surprise again.
On-chain data was more mixed than the ETF tape. Long-term holders are no longer in the aggressive distribution regime of earlier 2026, but they are not uniformly accumulating either. Whale flow flipped toward net exchange deposits later in the week (roughly +1,900 to +3,900 BTC on some sessions), and tracked large holders rotated size rather than simply stacking.
Dormant supply stirred: 2013-era wallets moved hundreds of BTC in early September, including a coordinated 200 BTC burst on September 5, while 2011 coins worth more than $7 million also woke up. OG five-year+ UTXO spend, on a 90-day average, rose toward ~1,500 BTC — higher than May, but still well below prior capitulation spikes. The read-through is consolidation and wallet hygiene more than a coordinated dump, yet it is not the one-way accumulation signal of a clean breakout.
In summary, August 31–September 6 was a squeeze week inside a still-contested macro regime. Spot Bitcoin and Ethereum recovered from the $76k / $2,360 area, ETF demand stayed real, and alt breadth improved via ZEC, UNI, and privacy/infrastructure names. Against that, Hormuz risk pushed oil to three-month highs, Friday’s 162k jobs print revived hike odds, U.S. equities stalled, and on-chain whales stopped being net buyers into strength.
The market is consolidating in the $80,000 Bitcoin / $2,500 Ether zone with institutional bids underneath and energy-geopolitical risk overhead. Next week’s CPI and the September FOMC path matter more than last week’s liquidations.
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
n
news9/7news
How does this turn into a PvE cycle?
To be clear, I don't actually think we're really there. I don't believe retail is fully here like they were back in 2021/2024 and I think that it's still mostly the same hot ball of money moving around. There are signs that some normies are coming onboard w/ social apps and some of these onchain ceilings, but I don't think we've really seen insane mania yet. It feels a bit like the early stages of a bull market....like October 2020 or November 2020 or something around there.
I actually don't think we'll see insane mania like we did back in 2021 or 17 (I hope I'm wrong there). A cycle equal to 2024 would be great to see but I do think that onchain won't be as insane as we saw back then (again, I hope I'm wrong).
With that said, what would actually change this? What would turn us to actual PvE (player vs. environment), where normies are coming in huge and buying our bags? (I think any combination of the below can happen fwiw)
IMO:
1) BTC cracks ATH with strength and is on a moon mission to 200k+. This one is obvious and doesn't need much explanation. Maybe this cycle is different where we don't actually need bitcoin to do huge numbers since retail flow has mostly always been about altcoins and the market is just structurally different as time has gone by. But even still, this is the easiest answer and it's been the solution for every past bull market. BTC bottoms and extra new money flows in.
2) AI x Crypto is real. That money flows into crypto from a narrative perspective and we get a lot of flow from wall street and AI investors. We saw glimpses of this in 2024, where the AI agent wave with GOAT and ai16z brought about a lot of tech junkies who were experimenting onchain. Ofc all of this was larp but it brought in real outside money. AI has been the story for all of 2025/26 in stocks and those have had insane moves - if even a fraction of that $ comes over, we will be partying.
3) Robinhood is real and we actually get tons of retail flow. This is the one that makes the most sense to me personally and the relationship is clear to me. There are dozens of posts written about this already but the stock x meme combo is really intriguing and I wouldn't be surprised to see the next wave of interesting DeFi tokens spawn from this chain / cycle. We haven't had true innovation in that area since 2020 IMO, let's see if that changes.
4) Something new gets built that brings about huge retail investors. In the past, this was sold as 'cutting edge tech' and being on the frontier. These days, I think that most of the tech happens onchain (investable tech that is) and everything else (perps, privacy, prediction markets, stables) are bigger infrastructure projects that will mostly take over the past ones (big L1s, AAVE forks, etc). I actually don't have the answer for this one because I don't see it yet but there probably will be something. In 2024 it was more pumpfun and all of the onchain madness, in 2021 we had a variety of things (economic stimulus, gaming, new L1s, etc). Innovation has largely diminished with each cycle IMO (which makes sense because anything new or exciting was thought of in previous cycles). But there's probably going to be something.
If we do get PvE, where does that $ flow? IMO onchain. Nobody is really interested in buying these huge fdv infrastructure tech projects right now. Maybe that changes and maybe we see an insane bid for Monad or something along those lines...but I don't personally see it. People are in crypto to get rich and I think everyone knows the gig at this point and they aren't interested in buying this high fdv dogshit anymore. Unless something materially changes with these token structures, I'm mega bearish on all of those.
Should be a fun cycle regardless. Still think we're in the early stages
55·BLong
m
meme9/6meme
Recap of the past 4 weeks in crypto:
- The return of the "debasement trade" acted as a catalyst for $BTC which pumped from $64k to $80k in 3 days. This revived the crypto market and has questioned whether we're out of the bear market or not.
- The main altcoin narrative has been Robinhood chain picking up steam big time on-chain. The big winner has been $PONS which is the launchpad and went up almost 30x in 2 weeks. $AI pumped from $1M to $300M and is the leading "meme paired with a tokenized stock". $CASHCAT reached new highs at $300M. $ARB pumped +140% and $UNI +130% as proxies for RH chain success.
- $ZEC has been unstoppable and pumped from $500 to $1200.
- $PUMP had a massive run and went from $2bn to $5.5bn FDV at its top
- $ENA had a +120% move in 4 days and announced that they would be conducting buybacks
- $HYPE reached a new ATH at almost $90. $LIT pumped from $2 to almost $5.
- $XRP squeezed surprisingly strongly from $1 to $1.7 at the top of the spike
- 3 main scam coins: $TUT (30x then died), $AKE (200x bottom to top in 2 months), $BTW (12x)
- $CHIP is up 3x from its bottom after 4 months of bleeding
0·-Neutral
n
news9/6news
Recap of the past 4 weeks in crypto:
- The return of the "debasement trade" acted as a catalyst for $BTC which pumped from $64k to $80k in 3 days. This revived the crypto market and has questioned whether we're out of the bear market or not.
- The main altcoin narrative has been Robinhood chain picking up steam big time on-chain. The big winner has been $PONS which is the launchpad and went up almost 30x in 2 weeks. $AI pumped from $1M to $300M and is the leading "meme paired with a tokenized stock". $CASHCAT reached new highs at $300M. $ARB pumped +140% and $UNI +130% as proxies for RH chain success.
- $ZEC has been unstoppable and pumped from $500 to $1200.
- $PUMP had a massive run and went from $2bn to $5.5bn FDV at its top
- $ENA had a +120% move in 4 days and announced that they would be conducting buybacks
- $HYPE reached a new ATH at almost $90. $LIT pumped from $2 to almost $5.
- $XRP squeezed surprisingly strongly from $1 to $1.7 at the top of the spike
- 3 main scam coins: $TUT (30x then died), $AKE (200x bottom to top in 2 months), $BTW (12x)
- $CHIP is up 3x from its bottom after 4 months of bleeding