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Theses & replies

Artificial Inu$677.4K+27%

board sit. the greatest flywheel ever designed, let me explain. volume -> more liquidity -> stronger moat -> more volume -> more liquidity -> stronger moat -> more volume....-> infinity. L()NG.

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Memory cow Moo$303.4K+85%

the coiling and basing out is nice here. ai on the verge of breaking out and people will once again realize how strong LONG coins are. bet on quality. moo night.

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Orbio.so$50.3K+15%

thesis: the VVV of robinhood chain where you stake to get credit for general inference VVV for private inference ORBIO for general inference

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still my most bullish LONG eco play after AI. actually had astra ultra think for 45 minutes on every angle and calculus on which LONG plays were the best to focus on - try it yourself. it came up with a 16 page report where MOO was the highest conviction bet after ai because of its incredibly high liq to volume ratio and like ten other factors (distribution, daily turnover, strength of holders, etc) still so comfy and as you’ve noticed I’ve bought even more here publicly. MOO MILLIONS.

16 likes

gm, continuously adding while we consolidate at the highs here. haven’t been more bullish - eco looks healthy, Vlad is continuing to bull post, liquidity is deepening, and cheap fast stuff gets rinsed out over time. Arc chain so far is uninspiring and solidifies the moat ai and moo and LONG has over anything else. stay long, stay strong.

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zoom out :) anything under 30M is a great buy...the longer the base...the better the breakout. but again, i hope you are realizing that the LONG eco is by FAR the best on robinhood chain. and if you believe we are about to 10-1000x the tokenized stock volume over the next 1-2 years this is the clear winner. every other eco is focused on clever flywheels to pump their own native token, LONG coins are designed by default to increase its own utility over time, compounding liquidity for tokenized stocks. vlad is going to push even harder than before with arc and solana heating up. way higher. MOO MILLIONS.

24 likes

be the bid you want to see. nothing has changed. all of the worst news possible and we’re holding strong here. give us ai doom, rate hike odds, clarity bill nonsense, oil to the moon. strength on bad news and uncertainty usually means one thing. BOARD SIT. 🐮

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it’s simple you either believe LONG was a quick month long experiment or you think it’s going to be integral to the robinhood ecosystem for the long term :) nothing about the thesis has been invalidated and I will continue to buy at good areas like here this should tell you the sort of time horizon I have in my head welcome to the LONG game.

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I am now in buy the dip mode. That low volume weekend pump to breakout was a fakeout. Now we have the world about to self destruct apparently. We will buy the fear. Higher for LONGer. AI x MOO barbell.

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more thoughts on launchpads and long eco fwiw i think stonk is probably the best launchpad on solana but it seems like there's just too much pvp from pump and new entrants like ember meanwhile on robinhood you have pons and long - one has a token and one has an ecosystem as a trade it makes much more sense to own the launchpad token itself (pump was one of my best cex trades the past 3 months, pons was the best launchpad performer) and for LONG that means owning the best tokens in the ecosystem (ai, moo, etc.) while launchpad tokens themselves are great reflexive assets as they generate revenue and fly wheel it back into the token itself, LONG is focused on flywheeling deeper liquidity for their paired assets (equities, preipo tokens, leveraged positions), positioning these new memefi assets as liquidity hubs for the next 1T of volume that flows thru tokenized equities one incentivizes for quantity of deployments and volume through them to generate fees for its native token, the other incentivizes quality of deployments and volume to generate liquidity for an emerging asset class onchain so if you extrapolate 6-12 months out i'm sure pons, pump, stonk, and others will be great businesses and i will probably try to trade the in betweens the vision behind LONG is much more appealing as my strongest hodl bet given it's aim to deepen new liquidity onchain and bring in net new participants (tradfi retail world) no hate on any launchpads - just giving my two cents on why i post a cow emoji every other day here :) long and strong. 🐮

23 likes

more thoughts on launchpads and long eco fwiw i think stonk is probably the best launchpad on solana but it seems like there's just too much pvp from pump and new entrants like ember meanwhile on robinhood you have pons and long - one has a token and one has an ecosystem as a trade it makes much more sense to own the launchpad token itself (pump was one of my best cex trades the past 3 months, pons was the best launchpad performer) and for LONG that means owning the best tokens in the ecosystem (ai, moo, etc.) while launchpad tokens themselves are great reflexive assets as they generate revenue and fly wheel it back into the token itself, LONG is focused on flywheeling deeper liquidity for their paired assets (equities, preipo tokens, leveraged positions), positioning these new memefi assets as liquidity hubs for the next 1T of volume that flows thru tokenized equities one incentivizes for quantity of deployments and volume through them to generate fees for its native token, the other incentivizes quality of deployments and volume to generate liquidity for an emerging asset class onchain so if you extrapolate 6-12 months out i'm sure pons, pump, stonk, and others will be great businesses and i will probably try to trade the in betweens the vision behind LONG is much more appealing as my strongest hodl bet given it's aim to deepen new liquidity onchain and bring in net new participants (tradfi retail world) no hate on any launchpads - just giving my two cents on why i post a cow emoji every other day here :) long and strong. 🐮

11 likes

clear as day - ai and moo are the most comfy bets as everything bleeds towards zero, ai is at ATHs and moo is consolidating above 20m today is day zero, i'm still packing my bags.

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with ai breaking out, you should study which LONG coins have been the strongest don’t ape because your favorite KOL is in, but truly look at the long term vision, the strength in market, and be as objective as possible in your bias then the choice becomes obvious MCG interview proved one thing - this isn’t your broccoli meme dev but a smart thoughtful dev that actually wants to bring as many outside retail participants as possible

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MCG INTERVIEW TODAY w MOO DEV. AJC also went on MCG yday and talked about MOO. Outside of AI, MOO is the strongest long coin.

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i hope it is crystal clear now what strength looks like - the LONG ecosystem is the MOST bullish ecosystem on robinhood chain because there is no LONG token. Natan is all in on his eco doing well and Vlad is all in on the chain succeeding with tokenized equities. It's quite literally a match made in heaven. MOO MILLIONS.

14 likes

that sell wick to 160m looks like someone capitulated, a bit more chop at 180m and things get extremely bullish again meanwhile MOO higher.

11 likes

inverse the chart, we are looking HEAVY :) and while you're at it, peep the strength in SNDK and MU the longer we base...you know the drill

14 likes

updated thesis: MOO is not only memetic but it's also paired to the strongest sector and theme in equities (memory). the LP pool is one of the deepest which is super appealing for users and if the goal with LONG coins is to eventually have the deepest LP you want to be paired to GOOD assets not just memetic ones. nothing wrong with being paired to HIMS or other fun narratives but if the underlying equities aren't consistently strong then you're betting on pure memetics. MOO has the best of both and you can see the strength every time this dips. we are literally just beginning and any dips are welcome because it is better to have stronger holders at the base :) see you higher.

11 likes

good morning moo believers. this is some of the best consolidation we’ve seen in a bit. violent repricing once we break out :) never been more comfy holding a bag.

9 likes

VLAD THE KING OF THE TRENCHES. MEME IS SENDING AND ITS A LONG TOKEN. SO MUCH HIGHER FOR EVERYTHING LONG RELATED. MOO 🐮

12 likes

still one of the strongest coins even on draw downs. you can feel it. nothing has changed. robinhood eco cooling a bit but this looks good.

15 likes

it is so obvious how much Vlad is going to push tokenized stocks over the next few months - you saw it already with the AMC beef - he is the CTO of the trenches MOO is one of the best beneficiaries of the entire meta GM MOO MILLIONAIRES.

11 likes

MOO MEN - the tourists are out - the second largest holder here capitulated and we ABSORBED his bags. micron and memory look amazing and everyone who got vamped over the past few days is flying to quality again. nothing has changed, the vision is grand. 🐮

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the supreme leader of the trenches (mike) shared that this was his highest conviction bet - lots of tourists capitulated and the vision has only gotten stronger MOO is aiming to be the DRAM (basket of all memory stocks) and the team has been working on some cool stuff behind the scenes also im just incredibly bullish on the LONG eco because Natan is a chad

20 likes

next $MOOve up is going to be sweet - lots of profit taking and rotations but this is holding very strong. have a feeling the dev is cooking some things for us :)

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gm moo millionaires - i dont think people realize that because $MU ($SNDK, $DRAM, $SKYHNIX in the future as well) is paired to $MOO in its LP pool that also means that when ANY of these memory stocks go up, it automatically reprices $MOO higher (that's why you saw that crazy wick on all of these coins yesterday. basically $MOO is quickly turning into the greatest ever bet on memory that has a natural pricing mechanism with memory stocks combined with the greatest of memetics. 100m is actually fud. this entire meta is worth 10x what the ai meta was.

21 likes

if it's not obvious by now this is one of the STRONGEST coins to recover by whatever that liq vamp was people want the MOO MOO millionaires, GM.

11 likes

guys…. https://x.com/leopoldtracker_/status/2094853671439769932?s=46 leopold’s largest holdings are both MEMORY stocks. this is the perfect reflexive storm brewing. MOO is adding DRAM, SNDK, and SKHYNIX to the mix along with its current MU holdings. one bet on all memory. THE COW GOES MOO. GN MOO MILLIONAIRES.

9 likes

gm moo millionaires read this - MOO is paired directly with micron today, but the team has said it's adding DRAM, SNDK, and SKYHNIX as well. this has evolved from just a singular bet to being the bet on all MEMORY (hence the name, memory moo). it's also highly reflexive because the more volume it does, the more we corner all the memory stocks. we had nfts, then memes, and now we have MEMEFI. quite literally trillions.

31 likes

HDF

@PaikCapital

GOD WILLING.

11.3K Followers 71 Following Joined Apr 2025

Trades
770
Swaps
3.4K
Volume
$54.1M
Avg hold
1.1d
Total PnL
+$1M

Top closed

Updated 1h ago

548 closed · top 5 by realized PnL

  1. Pons closed Aug 31 · in $323.1K +$108.8K+34%
  2. MarsCoin closed Sep 5 · in $253.2K +$104.5K+41%
  3. Pons closed Sep 4 · in $430K +$53.4K+12%
  4. STONK closed Sep 6 · in $101.9K +$48.2K+47%
  5. The Black Bull closed Jul 7 · in $376.5K +$32.2K+8.6%

Active holdings

Updated 2h ago

$1.1M total · 33 tokens

  1. Artificial Inu Robinhood Chain · Sep 9 #1
    Value $718.1K 2M AI
    Profit +$185.8K+15%
  2. Memory cow Moo Robinhood Chain · Aug 31 #2
    Value $340.1K 16.6M MOO
    Profit +$182.9K+104%
  3. USDC Solana · Sep 11 #3
    Value $194 194 USDC
    Profit
  4. NVIDIA • Robinhood Token Robinhood Chain · Sep 3 #4
    Value $22 0 NVDA
    Profit
  5. Micron Technology • Robinhood Token Robinhood Chain · Sep 14 #5
    Value $6 0 MU
    Profit

Value at the latest price. PnL is realized + unrealized on the current position, and % is of the amount invested in it. "—" means fomo has no entry price, so PnL can't be worked out.

On fomofeed

Theses
60
Replies
0
Tokens
3
Avg position
$339.6K
Median PnL at post
+56%
Last thesis
7h ago

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Profile updated 6h ago