Thread
- Posted
- 2026-09-06 13:39 UTC
- First seen
- 21h ago via trade comments
- Chain
- Robinhood Chain
- Likes
- 20
Other theses on this trade
meta of the cycle + CEO/company/investors interested + CFTC/SEC bullish on chain stock guidance. $1bn seems easy tbh, think higher
resurfacing an old thesis that's even more relevant now: ok time for a more lengthy thesis. RH, LONG and Lighter have opened the flood gates for RWAs on chain. this was always the inevitable Cambrian explosion for crypto. mix this with hockey stick social trading growth and you have the perfect combination for mainstream growth which will lead to the memeifcation of finance. at first, people will laugh about a memecoin called BONER backed by HIMS, the boner pill maker, but slowly everyone will realize the meme token opens up composability and so much more. as time goes on, meme backed stock tokens will absorb shares and influence and these companies will start to realize it's actually beneficial for them. CNBC will be forced to pick it up, Jim Cramer will say BONER on TV as the HIMS CEO admits their recent stock growth is due to their newfound online community. trading volume on chain will approach that of tradfi exchanges. it's all inevitable at the end, the only question is do you have the power to stay long and hard enough to see BONER he the catalyst for it all
HIMS investor community on board + CEO following Boner + CEO tweeting at Vlad. Slowly BONER will become the community for HIMS and be the first "accepted" memestock by a major company.
HIMS CEO now interacting with Vlad https://x.com/andrewdudum/status/2099555232896397439?s=46
vlad says in-kind redemption and voting rights coming to RH stock tokens. So much higher!!! https://x.com/vladtenev/status/2099546848558305423?s=46
looking at strength in the slight downturn the past week, BONER held strong. Clearly the top memecoin of the cycle. Full mast this week
Yahoo finance putting out articles how you may want to watch HIMS stock because of increased interest. I wonder why??? https://x.com/econoar/status/2097327659202048175?s=46
Go back a few thesis of mine and I told you how this would all play out. We make noise for $HIMS, get the investor community interested (@himshouse podcast), then executives hear how they have 20,000 $HIMS bulls unlocked and they get interested. We are the meta. LONG. BONER.
CEO of HIMS just followed BONER on X. He follows 8 people now. This is how it starts.