For heavily concentrated positions, the target should either be pure imagination/narrative, or a proven track. Proven tracks: launchpads, trading, aggregators, stablecoins, games. Never go heavy on some meaningless application.
Thread
Details
- Posted upstream
- 2026-09-13 12:06:12 UTC
- First seen
- 2026-09-17 00:21:40 UTC via trade comments
- Chain
- Robinhood Chain (4663)
- Token address
- 0x4a72b9702f991b790788f8afa9e7112541f4e8f8
- Author's older theses
- 12
Other theses on this trade
Multi-Swaps are live on route! Select multiple tokens to swap at the same time. This also means you can now instantly add to both sides of a pool in one transaction!
This is an infrastructure project, and the competition is very fierce. The developers have already done an excellent job, and it just takes time to wait for market recognition. Follow me, and I will update the latest project developments in real time. Let's get rich together.
The Arc chain was over in a single day. The future belongs to RB and SOL. Follow me, and let's get rich together.
The Clarity Act didn't pass, the Fed raised rates — it's all bearish news. But the worst is already behind us. Pessimism is exactly the best time to build a position. Cherish the opportunity. Follow me, and let's get rich together.
ROUTE daily update Since launch: 92,275,966.49 ROUTE / 72.4534 ETH 100 dev + 506 automated buybacks| LP budget: 0.0002 ETH Total: 6.8186 ETH / ~$16,458.16
Route now supports swaps on @arc mainnet! Get the best value from your swaps at https://route.fun with ZERO additional fees.
ROUTE daily update Since launch: 91,436,840.71 ROUTE / 71.6684 ETH 100 dev + 416 automated buybacks LP budget: 0.0048 ETH Total: 6.1458 ETH / ~$14,749.92
You can now build with route! we will be slowly adding more endpoints and features here to provide robinhood developers with everything they need to create the next big application. Read our developer documentation at http://docs.route.fun Get your own API key now at http://build.route.fun
Traders dumping their on-chain bags simply because the Clarity Act failed to pass may be one of the most poorly thought-out moves in this market. Ask anyone selling right now what the Act was actually designed to do. I’d bet most couldn’t give you a clear answer. This feels like a quick wick lower to shake out weak hands before the bull market resumes.
BSC disgusts people every day — it has to latch onto everything and lets its circle of interest groups do the work, harvesting every last bit of value from the ecosystem and leaving nothing but a mess behind. This cycle, with projects like pons, stonk, cme, and route leading the way, profits are starting to stay within the ecosystem and everyone is growing the ecosystem together — that's clearly much better. Starting today, I won't use any Binance products, and I won't buy a single BSC-related coin.
When buying coins, it's either about pure imagination (pure memes), or about having revenue and buybacks (pons/stonk/hype/route). Anything in between, I absolutely won't touch. What's especially disgusting is when a project has revenue but doesn't do buybacks, and instead frantically dumps coins on retail investors — that's the most disgusting of all (cake/form). There's the most of this on BSC. You have to resolutely blacklist them, and then you'll be on the road to wealth.
ROUTE daily update Since launch: 90,902,415.14 ROUTE / 70.9992 ETH 100 dev + 327 automated buybacks LP budget: 0.0132 ETH Total: 5.5854 ETH / ~$14,038.37
Trading volume is growing rapidly; officials just announced a cumulative trading volume of $4 million, and an hour later, it hit $4.3 million. Trading volume represents the ultimate validation of the product, and I believe we will soon reach a daily trading volume of $10 million.
Today officially marks 1 week of @routedotfun being live. The support and feedback i've received from the community is crazy. I would really like to say thank you to all of you for believing in me and $ROUTE the whole way through. In just 7 days we've accomplished a TON so heres a few: > $175,000 in token buybacks @routebacks > $500,000 ~15% of $ROUTE locked / burned > $4,000,000 in TOTAL swap volume > 3,700 $ROUTE holders and counting And thats not even the important part. Thanks to @polifyxyz and their work i've been able to ship quality UI/UX alongside working product, so heres where we stand from day 0. complete ui/ux, and infra restructure / revamp router upgrade x2 going from underperforming against top dex aggs, to outperforming by 5-15bps on average 4 different limit order types and visual management, TP, SL, OCO, limit route path visualization system, so you know exactly where your money is going Route Earn ecosystem, listed fablefi pools, morpho & steakhouse approved USDG vaults ------------------------------------------------------- People slow down after the first week of shipping, but I have on plans on stopping until $ROUTE is used by everyone. It still baffles me that people don't understand the value of dex agg (esp with low fees). People trade millions in a day and lose over $10k just from trading fees alone. Have a ton of features I want to build, some partnerships planned, and more. I hope you all are ready cause this is just beginning of something great. ❤️
The developer just replied on Discord that currently the whole team is just one person, and they're considering hiring new people later. So this is a very early-stage project, with both high returns and high risks, and the competition in this space is also very fierce. You must only invest funds you can afford to lose entirely, so that you can maintain a more stable mindset when facing price fluctuations, and ultimately be able to achieve big results.
The buyback bot probably ran into an issue today. It hasn't been working for 11 hours, and with no buybacks, the price has climbed back up. The developer will probably fix it once they wake up. It's only going to get better — first target is a $40 million market cap. Let's go!
This cycle, there's a huge variety of asset types on the RB chain, and it's more fragmented, which makes a routing product even more necessary. This is the core logic behind why I'm bullish on the project.
Worth celebrating—there's some trading volume during Asian hours too. It'll gradually get better.
ROUTE daily update Since launch: 90,313,038.53 ROUTE / 69.9383 ETH 100 dev + 277 automated buybacks LP budget: 0.0141 ETH Total: 4.6629 ETH / ~$11,548.87