the earlier you are, the harder is it to hold. strap in.. the move higher will be violent.
Older theses
AMC is sitting near historic lows while the financial system is moving onchain. Adam Aron is fighting tokenization. Vlad is building it. Robinhood’s $AMC token gives exposure to AMC through a third-party tokenized debt security. Robinhood says the underlying exposure is backed 1:1, but this is not AMC issuing shares onchain and token holders are not actual AMC shareholders. That difference matters. But the bigger picture matters even more. Tokenization is here to stay. $MEME already showed how much attention and liquidity this narrative can attract. AMC sitting around a ~$2B valuation near the lows makes this setup even more interesting to me, not less. Legacy management is fighting the trend while crypto is turning the whole situation into attention, liquidity and culture. I’m extremely bullish on $MEME. Once this spring gets released, I think people will start talking in billions, not millions. https://x.com/aurelius0121/status/2099105987047080076?s=46
a16z speedrun backed with a doxxed founder who worked in Ray Dalio's shop and it's still under 10m, make it make sense
HIMS investor community on board + CEO following Boner + CEO tweeting at Vlad. Slowly BONER will become the community for HIMS and be the first "accepted" memestock by a major company.
Truly believe this is one of the best, if not the best, narrative on RH Time will tell I have the upmost faith the market will agree with me on this
HIMS investor community on board + CEO following Boner + CEO tweeting at Vlad. Slowly BONER will become the community for HIMS and be the first "accepted" memestock by a major company.
https://x.com/exponentlabs_/status/2099765828694786216?s=46 your “Reddit” fud is literally all cleared now. Just take a moment to think how good “cursor for communities” can get on the blockchain. And think about who’s executing this.
Next leg up begins when the RH eco bounces which will be very soon. Next thrust should bring us to $75-100M
tvl on website almost reach $5 Million, when the defi llama updates about this TVL maybe some big VCs, whale, and more old OGs will buy this and have multiple percentage of supply. cz i believe robinhood its different chain have many retails, and also vlad as CEO very active and openly support the founder that build on his product. ATH soon
Still think this one's undervalued. Dev team is going absolutely crazy here. Either I'm crazy or the market is wrong.
AI moving up regardless of the market. Whales have been accumulating not waiting for a dip. DCA is the way to go. Don’t miss out because your were sidelined
market is bleeding and delta is doing well. this is an easy multiple 100m's runner. revenue is good as well.
Over $4,000,000 TVL sitting at $6M, hearing Moonpay partnership soon, Robinhood listing next?
Over $4,000,000 TVL sitting at $6M, hearing Moonpay partnership soon, Robinhood listing next? 💸
Dev keeps buying the dip Pons fee redirection should be completed soon enough Exciting new ai tech will drop once settled 🔥
nice to see we are back at 12m mc and we're seeing buying demand what i don't like is that 24h fees and tvl have lowered substantially since last week but at the same time it makes sense due to the pullbacks we're seeing across crypto and the robinhood chain the reality is that this is a mid-to-long term play since delta is a bet on the rh ecosystem it may take some time to play out but feels more comfy putting money in delta over a memecoin for sure
Robinhood tweeting about AI agents on X is a huge plus for Orus, people will soon realize the power of this project and it will be on top in the next few months.
The biggest piece of “fud” has now been entirely cleared. New all time highs from here. I’ve never believed in a product more in my 5 years of trading crypto.
Selected thesis
- 1Read a thesis. Someone's call on a token.
- 2Fade or back the call. Stake points either way.
- 3The price decides. Winners split the pot.
Fades
all →@AwareNetGoose faded @rippinup on $PAID
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entry closes in 21 hours open fade →
@AwareNetGoose opened a fade on @rippinup on $PAID
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entry closes in 21 hours open fade →