Thread
- Posted
- 2026-09-07 21:22 UTC
- First seen
- 19h ago via trade comments
- Chain
- Robinhood Chain
- Likes
- 196
Other theses on this trade
$MEME: The show must go on! 🍿 Tree News: SEC APPROVES TEMPORARY, CONDITIONAL EXEMPTION TO ALLOW LIMITED TRADING OF TOKENIZED STOCKS ONCHAIN: SEC
$AMC I don’t like selling the lows. I only did it to add a little more to another position. Done selling now. Actually this is an Amazing ENTRY!
AMC is sitting near historic lows while the financial system is moving onchain. Adam Aron is fighting tokenization. Vlad is building it. Robinhood’s $AMC token gives exposure to AMC through a third-party tokenized debt security. Robinhood says the underlying exposure is backed 1:1, but this is not AMC issuing shares onchain and token holders are not actual AMC shareholders. That difference matters. But the bigger picture matters even more. Tokenization is here to stay. $MEME already showed how much attention and liquidity this narrative can attract. AMC sitting around a ~$2B valuation near the lows makes this setup even more interesting to me, not less. Legacy management is fighting the trend while crypto is turning the whole situation into attention, liquidity and culture. I’m extremely bullish on $MEME. Once this spring gets released, I think people will start talking in billions, not millions. https://x.com/aurelius0121/status/2099105987047080076?s=46
AMC is sitting near historic lows while the financial system is moving onchain. Adam Aron is fighting tokenization. Vlad is building it. Robinhood’s $AMC token gives exposure to AMC through a third-party tokenized debt security. Robinhood says the underlying exposure is backed 1:1, but this is not AMC issuing shares onchain and token holders are not actual AMC shareholders. That difference matters. But the bigger picture matters even more. Tokenization is here to stay. $MEME already showed how much attention and liquidity this narrative can attract. AMC sitting around a ~$2B valuation near the lows makes this setup even more interesting to me, not less. Legacy management is fighting the trend while crypto is turning the whole situation into attention, liquidity and culture. I’m extremely bullish on $MEME. Once this spring gets released, I think people will start talking in billions, not millions. https://x.com/aurelius0121/status/2099105987047080076?s=46
AMC is near historic lows while the financial system is moving onchain. Adam Aron is fighting tokenization. Vlad is building it. Robinhood’s $AMC token gives economic exposure through a third-party tokenized debt security, while Robinhood says the corresponding stock exposure is backed 1:1. This is not AMC issuing its own shares onchain, and holders do not become AMC shareholders through the token. That distinction matters. But the bigger picture matters even more: Tokenization is here to stay. $MEME already proved that this narrative can move markets. AMC around a ~$2B valuation and near the lows makes the entire setup more explosive, not less. Legacy management is fighting the trend while crypto is turning the controversy into attention, liquidity and culture. I’m extremely bullish on $MEME. When this spring releases, I think the market starts talking in billions, not millions.
$MEME, you got the re-entry after Vlad publicly supported MEME. You’re not bullish enough.
I agree with @Rasmr. I played it the exact same way and was thinking the exact same thing. I think this will send much, much higher soon.
$MEME I like Proteus even more now! Let’s do it. Let the show begin!! 🍿 Adam will be watching this like 😾
$Meme. Send your lawyers and we will educate them xD - Robinhood Chief Legal Officer, Former SEC Commissioner. https://x.com/aurelius0121/status/2096303452028579844?s=46
I agree with POW. The thesis hasn’t changed. What changed was sentiment and emotional trading after the uPnL/DDOS chaos, the RH turbo volatility, and the swings following Vlad’s tweet. Eyes on the prize. I still don’t see the scenario where this goes to zero unless Robinhood and Vlad are fundamentally wrong and this is actually illegal the way Adam is claiming. Personally, I doubt that. Vlad himself said he stands behind stock tokens. He acknowledged $AI, the whole AMC situation, and Robinhood clearly knows there is now a $MEME coin creating this much noise around the narrative. And honestly, that noise is exactly what makes this interesting. It’s free marketing, not just inside crypto, but potentially for all the sidelined TradFi capital that still hasn’t found the trigger to enter this space. TradFi x crypto x memes. That bridge is being built in real time. And we’re still only going through the first major redistribution after a move from roughly $1M to $135M in around 4 hours. I still like our odds. Weekend vibes. Good luck. 🍿
Last time Frank sold like this was with $MARS, and it kept pumping all the way until now. Let’s run $MEME to a $500M market cap. RH Chain needs its meme stock runners.
I had a feeling Frank was waiting for me to accumulate more before exiting, because I was basically flipping his position. Honestly, it feels a bit weird and sus. Rasmr also exited right after I got in yesterday.
The CEO of AMC is talking about this. There’s no problem here at all, only a meme stock revolution. Vlad’s response says it all: “What’s the concern?” I genuinely think this has the potential to become a billion-dollar runner.