MUSHROOM

Conviction Level: 5/5 Why I’m bullish: The biggest trend on Robinhood Chain will undoubtedly be stock tokens. Vlad and team have stated countless times that this is their main focus. It is not unreasonable to think that stock token TVL and volume could easily increase ~10x from here. The question now just becomes how do you get exposure to this megatrend. You could just run stock LPs yourself, but most people are lazy and/or unsophisticated to properly do this (including myself lol). SHROOM is essentially the “lazy man’s” stock LP. Buying SHROOM is essentially depositing to a stock LP, with added ponzinomics of course. Yes, the price chart has been brutal, but look at the bigger picture: ~$300K TVL ~$250K in lifetime fees, roughly $7.6M annualized ~$480,075 in MU distributed to holders, roughly $14.6M annualized ~1.4% of the supply burned in 12 days Of course, these numbers are highly reflexive of the underlying SHROOM price, so take it with a grain of salt. Regardless, at the current valuation of $8M, I think these are extremely strong stats and form a solid base for the protocol. Finally, the main reason why I have such high conviction is because of the team. Carnation is a DeFi veteran and has all the right connections to make this work. They are already integrated into Pendle and are additionally working on some V4 hooks. Today, this protocol might just be a ponzified stock LP (which is arguably bullish given where I expect stock metrics to trend), but tomorrow, it could evolve into a more sustainable protocol where revenues aren’t solely dependent on SHROOM price (pure speculation on my part).

rocket strategy

I don’t know too much about space but this just seems like a really cool experiment where holding the token gives you exposure to the space trade. I recommend reading this: https://x.com/starcap_xyz/status/2097470412510666840?s=46

United Founders Group

https://x.com/ufgdefi/status/2097385387354210450?s=46

The Collector Group

All the motion is on RH rn, so not expecting this to reprice dramatically or anything. In other words, if you buy this, be prepared to hold. But, I still believe in the trading card super cycle thesis and this should be a beneficiary of said thesis: https://x.com/avgjoescrypto/status/2066610183061803021?s=46

Boomer

Glad to see these guys winning Boomer.

Bundle Cat

Bebis is a legit dev building some interesting tech on top of Pons. He has some ambitious plans, no idea if he’ll be successful or not, but think the r/r is there as he’s committed to making this main coin of his platform. Watch this video for more info: https://x.com/justinbebis/status/2095174858544197809?s=46

Board Sit

board sit

Fake World Assets

Nibbling

Sinjoh

Bob Lax mode. https://x.com/kingbtc/status/2094440327012643086?s=46

The Bull

I’ll keep buying the dips on this because the current market cap is a joke considering this is ran by the Miggles team. As long as blocks are being produced on Robinhood Chain, this team will keep grinding it out.

Clippy

~80% of Robinhood Chain’s onchain MSFT volume is being driven by this memecoin: https://x.com/clippymsft/status/2091584402379685897?s=46

Pons

PONS fundamentals are great. Maintaining top launchpad spot on Robinhood Chain and is trading at 1.8x price-to-buybacks. PUMP trades at 14x price-to-buybacks: https://x.com/avgjoescrypto/status/2091181282965270707?s=46

Memory cow Moo

AI at $20M and one of the only other memecoins endorsed by Long is only at $350K? https://x.com/longdotxyz/status/2090876207445557368?s=46

Tygr

Feel like Roaring Kitty’s cat on the Robinhood blockchain should be a lot higher than $500K but what do I know: https://x.com/tygrcoin/status/2080442844741861405?s=46