nice to see we are back at 12m mc and we're seeing buying demand what i don't like is that 24h fees and tvl have lowered substantially since last week but at the same time it makes sense due to the pullbacks we're seeing across crypto and the robinhood chain the reality is that this is a mid-to-long term play since delta is a bet on the rh ecosystem it may take some time to play out but feels more comfy putting money in delta over a memecoin for sure
Thread
- Posted
- 2026-09-15 15:34 UTC
- First seen
- 11h ago via trade comments
- Chain
- Robinhood Chain
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- 1
Other theses on this trade
my lesson from fumbling stonk as an early buyer is that good projects can take time and that often boredom is your worst enemy goal is to wait for the break of $30m mc no matter how long it takes $100m is my longer time target.
will continue to monitor delta and add more if we get near 7m mc but this is a way more comfy hold than holding memes (who all realistically go to zero in the end) also notice how buyers quickly stepped in on this most recent dip. there’s demand for delta. this is the hard part. patience.
this is exactly the price action we want to see consolidation b/w 10m and 13m market cap the longer the consolidation the stronger the next move up I believe that the next phase of the bull cycle will be on robinhood infrastructure projects this has happened historically with over ecosystems where memes draw in a lot of attention in the beginning and reveals infrastructure gaps that need to be filled
you can now see delta analytics on dune https://dune.com/deltaliquidity/delta love the transparency and the most important thing is that the numbers look solid take a look for yourself
something else that's been impressive about delta is despite the fact TVL dropped from $2m+ down to $1.6m their revenue is still increasing consistently to now over $3m in total fees ive been keeping an eye on this as rh chain eco pulled back this week and it's re-affirmed my belief that the business is resilient and that as rh chain grows delta stands to capitalize ive also been looking at what meteora on solana has done with $ember the past few days and am wondering other synergies delta can create with other rh protocols as it scales i definitely sleep better when putting money in actually revenue generating businesses compared to trying to pick the best meme coins
looks like market is taking cpi news well despite the fact that rate hike odds are increasing impressed we held $10m mc so willing to go back in take the risk today