Stonk has already produced multi-million dollar reflection runners. BRRR is the first actual defi protocol on the chain already has 200k+ TVL and three live vaults (aBRRR, aBTC, aZCAT) market hasn't priced that in yet. This reprices much higher.
Theses & replies
Got a feeling this is about to teleport into the multi 8 fig club soon. Brace yourselves. SZR szn is loading!
Been looking into EARN and I think the market is seriously sleeping on it. People are mostly looking at it as another small defi token but the bigger play is what it’s building around tokenized assets on Robinhood Chain. Tokenized stocks and ETFs are only useful if they have proper liquidity, yield and composability. That’s where EARN comes in with Omnipools, automated vaults and eventually lending/other defi integrations. The interesting part is that EARN isn’t just trying to ride the RWA narrative. It’s building the infrastructure that could actually make these assets useful onchain. If Robinhood Chain gets real adoption, liquidity infrastructure around it could become extremely valuable and at the current valuation i don’t think the market is pricing in much of that upside. Obviously still early and TVL, fees and actual token value capture need to prove themselves. But this is one of those setups where the upside could be much bigger than what the current mcap suggests. If the thesis plays out EARN could be one of the best asymmetric bets of this cycle.
358
@cosmic358
/lôŋ də-ˈje-nə-rə-sē/
- Trades
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- 664
- Volume
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- Avg hold
- 16.5h
- Total PnL
- …
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On fomofeed
- Theses
- 4
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- Tokens
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- Avg position
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- 4h ago
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- 1
- 1
Fades on their calls
all →No fades on their calls yet.
