Thread
Details
- Posted upstream
- 2026-09-03 22:23:29 UTC
- First seen
- 2026-09-17 04:01:40 UTC via trade comments
- Chain
- Robinhood Chain (4663)
- Token address
- 0xd9db30bb0d2b8d2eae3826a1372117e058791e18
- Author's older theses
- 18
Other theses on this trade
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.
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.
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.
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.
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. 🐮
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
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.
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.
I hope you are noticing the strength in MOO out of every coin on robinhood chain and long eco. MILLIONS MUST MOO.
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
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.
the longer we consolidate the more weak hands transfer their coins to stronger ones. moo millionaires.
not selling any moo. hunter meme is truly an iq test. will be buying more moo for the first time in a while soon.
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.
VLAD THE KING OF THE TRENCHES. MEME IS SENDING AND ITS A LONG TOKEN. SO MUCH HIGHER FOR EVERYTHING LONG RELATED. MOO 🐮
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.