Thread
Details
- Posted upstream
- 2026-09-02 04:03:33 UTC
- First seen
- 2026-09-16 22:41:53 UTC via trade comments
- Chain
- Robinhood Chain (4663)
- Token address
- 0x1eca20cfa4af2e2fa2f4ce2bf8d97bfa184fd4d7
- Author's older theses
- 0
Other theses on this trade
Higher Higher Higher Higher Higher Higher Higher Higher Higher Higher Higher Higher Higher Higher Higher Higher
INK-SIDE EP2 — OUR TURN Robinhood’s throwing a party. We pulled up with a truck. Small stage. Big main-character energy. The xStocks party starts next door. You can watch video on my X (@0x_snatch)
“Just grabbing a few things.” Famous last words at the supermarket. INK-SIDE EP1-2 — JUST A SMALL BAG Otto and Snatch pop into the shop. Then they find the Sentry aisle. https://x.com/0x_snatch/status/2099001878302564445?s=46
SENTRY Holder Benefits: • 2% pool fee → 0.75% WETH rewards / 0.75% LP / 0.50% treasury • Platform fees → 60% operations / 40% SENTRY buybacks + LP • Rewards earned remain claimable even after selling SENTRY As SENTRY migrates to Robinhood, some of the previously locked supply could create periods of heightened sell pressure. Given that dynamic, I think the tokenomics were very thoughtfully designed. Routing a portion of the fees back into LP helps create structural liquidity support for SENTRY precisely when that additional sell pressure could hit the market.
Over the past few days, SENTRY "locked" wallets have been dumping. The biggest was lock #27 fully liquidating 11.58M tokens. Today lock #46 (6.7M) and #74 (1.33M) dumped ~$68k in a single routed sell. So far 7 lock wallets have pulled out ~30M tokens (~$330k), pushing price -21% in 24h and FDV down to $9.5M. Here's what most people miss. SENTRY's tokenomics send half of every trade into permanently locked LP, and a share keeps flowing to the treasury. During this sell-off alone, 69,000 SENTRY was added to the treasury in the last 6 hours, bringing its holdings to 125.6M (12.5% of supply). In other words, the more they dump, the deeper the liquidity and treasury get. Price is down, but the protocol is getting structurally stronger. That's exactly why smart money is accumulating the dumps. NFA. All verifiable on-chain.