crazy how cheap they letting mfs buy given dev caliber and only novel project that isn’t the 1000th inu dad joke. fireworks soon
Older theses
Venice of robinhood chain $ORBIO just shipped tokenized credits Fully on-chain rail for any agents to top up compute without human assistance $CREDIT will unlock the next era of inference capital market
the most interesting infra being built on long Just wait until dumb crayon or Nathan call this one out. insta candle to $25m
Venice of Robinhood just dropped. Orbillions https://x.com/orbiodotso/status/2099893941135131129?s=46
Guys, Aurelius just sold some MEME as it seems he needed to free money to invest in something else. He still has so much invested on MEME still. Stop being sheeps and have some balls!! Hold until this goes up!!!! 🚀🚀🔥🔥🔥
Open sea airdropped tendies to open sea wallets.. do you realize in a world of 10000s of memes, tendies was chosen. Being early like this shouldn’t be legal Tendies is regards coin. Good news is we don’t need CT to buy this. Call me crazy, this feels like the normie coin of Robinhood, in the pantheon of giga, troll, ski.
it's funny because people are selling in panic without realizing they have a diamond in their hands. now they'll end up buying higher lmao
https://x.com/aixbt_agent/status/2099891900211937695/video/1?s=46 Bottom. Ain’t nobody ready either.
stealing this from 0xSammy, good write up: “My initial estimates for @standard_rsv were conservative It's already hit $47m market cap ($470m FDV) within 24 hours following a smooth launch on RobinHood (RH) Some observations: 1) 1.2M STANDARD ($560k at peak) was burned in the first auction & I'd anticipate similar levels today 2) charters + branch licence auctions minted out in minutes; insane demand to participate + honestly trying to scramble around to find enough STANDARD to mint is wild 3) We're currently in an expansion phase of the protocol, with 3k ETH in net inflows; so issuance multiplier is just 1.00x (adjusts after epoch 2) 4) one guy burned his branch on day 1; for a loss on the value of STANDARD accrued vs the mint price of 0.15 ETH 5) 2.1M standard will be issued this epoch (~3 days) ; there will be capacity for 8,891 branch licences =[(1000*9)-100-9]; so 89 more days of branch licence auctions assuming nobody else burns their charter... but it's likely it'll land somewhere in a month with participants exiting 6) talking of exits... timing it at the peak during expansion will be optimal if you don't intend to play until the end as the tax kicks in during "contraction" so it may be net positive to play to the end depending on size... that tax gets paid 50% to bankers + 50% to LP 7) the liquidity on the pool is pretty nuts... $8m?! If you're a trader and you spend time understanding the mechanics of the protocol this could be a very lucrative asset to trade in size 8) things could get very interesting when entire banking portfolios can be OTC'd to other participants (currently soul bound)... 9) there's also a holder bonus you need to account for... + it also says bank charter auctions open at a later date suggesting this is JUST season 1... will genesis charters hold a premium if this becomes a much larger economy? x) Pay attention to how the branch licence mint goes today. I'm anticipating a similar level of craziness... the auction opens up at 2x yesterday's clearing price (2 x 11,800 STANDARD) so you could see 2M+ STANDARD burned in a day if demand holds... that's insane deflation on a token that is issuing ~700k / day I’m waiting for the licence price to fall or the economics to improve before adding another Branch But I’ll be holding my Charter for the long term and reassessing expansion based on the live price-to-issuance economics I have a feeling this protocol may have a reasonable chance of becoming successful multi month; so pay attention sooner rather than later cc: @vladtenev @fern ; they've built an entire economy (arguably superior to the Federal Reserve) on your blockchain” original post: https://x.com/0xsammy/status/2099786870225825876?s=46&t=oxuIilMtqJ_UHCFOtO_X4Q
Orbio Credits are now tokenized. Learn more: https://x.com/orbiodotso/status/2099893941135131129
Heads up to those who follow QUOTRON hitting support here again. Last time it bounced out of here pretty quick, looks to me a good entry opening up here if market has priced in the headwinds of clarity act, interest rate hikes, and ai fears
good too see other whales slurping too. once you see the vision of what it can be its hard to not BULK buy it. the thesis is simple. either long eco dies here or rerates 100x higher during next leg up. i beleive in the latter hence ive held all my moo too from upnl of 1mil to back to lows. if nothing happens by q4-q1 then ill reevaluate. till then keep expanding fatties.
Do you know $PFWA is the only prediction markets launchpad on both Robinhood and Arc? Arc mainnet goes live tmr https://x.com/pfwafun/status/2099671038309085293
Asian players can play as well now Dev is a G https://x.com/mossvalemmo/status/2099892177304236288?s=46
AMC’s legacy fights tokenization while $MEME turns the struggle into attention, liquidity, and culture.
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 →