fade we can't all be bullish, right?

Charts by TradingView

Thread

Delta$14.6K-27%

Just a little over 20 $ETH has been used to buy back n burn supply Now at .5% of the total supply This mechanic just got activated not too long ago. Very good start. More & more people will start catching on and posting about it soon https://x.com/deltaliquidity/status/2100683961957785722?s=46

1 like
Posted
2026-09-17 20:49 UTC
First seen
5h ago via the feed
Chain
Robinhood Chain
Position when posted
$14.6K
Likes
1

Other theses on this trade

Delta$14.5K-27%

The SEC just legalized the tokenization of Stocks On chain. How does this benefit Delta and why am I adding this here? Simple; This is going to benefit RH Ecosystem as a whole. The Meme/Stock pairs are going to catch more action, which means more volume. More volume means LPs gain more traction. Which results in more fees. Then turns into Supply Burnt. Long Delta.

1 like
Delta$14.6K-27%

Delta is now live on ARC - Just another way to generate revenue which will go back into buys n burns I’m not necessarily saying ARC will be huge, but any activity generating through there is a + & on the off chance it attracts a lot of liquidity, that makes Delta even stronger

2 likes

Delta has continued to show some life everytime the market moves a bit Rally was strong before the Dems shut down the Clarity Act ethics Otherwise this was headed back towards range highs and probably going to break out Also waiting for the Supply burns to really kick in Feeling good

1 like

Supply Burns >$10M is bullish while the RH ecosystem is in its downtrend ATM Fees and usage isn’t changing so fees accumulating is staying the same while the price is lower so more burns DELTA is the liquidity layer of RH Keeping my bet here ATH then $100M once the ship turns around

1 like

In the last 48 hours alone there has been more than $350K in fees generated $26K of that which goes into buying back $DELTA + burning it That accounts for ~.2% of the supply being burned in just 2 days DELTA is THE liquidity layer of RH - Fees are only going to pick up and more and more of the supply will get burned

3 likes

We are seeing capitulation across the board ATM Lots of fear on the first real pullback & I think it’s filled with opportunity DELTA benefits from this and will be one the fastest horses turning around; I’ll explain why LPs & Pools benefit greatly from high volume - more exchanging, fixing positions and even getting into positions This means more Fees being collected now with the new tokenomics mechanics - that means there will be more $$$ to buy back and burn supply - but now at a lower MC, meaning that more supply gets burned So more fees, more burns & at a lower evaluation when things kick back to the upside, we will sit with the thesis that there is high volume, more fees but supply gets burned at a higher evaluation (still good) so the fly wheel here is beneficial to the system in place raise your targets, $100M is the next stop

https://x.com/onlynoobs123/status/2097239890329018534?s=46

2 likes

tokenomics update: 1% fee is now 7.5% at current rates that’s $600k monthly that revenue goes to buy back n burn on a weekly basis 80% of that revenue is for buy back n burns 20% is for protocol operations overall a good fly wheel good reaction

2 likes

the reaction to Bluntz selling is getting better and better most of his copy traders are out I only keep bringing up this topic because I believe it’s the main reason we are being held down atm - nothing against any traders your capital, you do whatever you want anyways - close to bottoming out, he’s no longer top holder. the more buyers that step in the faster this plays out

7 likes

won’t move until top holder is completely out every attempt is being sold off on buyers are stepping in though tokenomics and value accrual will also play a major role, should come out according to dev in a few days

8 likes

last few days on RH/FOMO felt like the Solana trenches so many people trying to make narratives up because of they got a good position after seeing rasmr & frank hit a 1$k -> $1M trade, they want to replicate I won’t be shaken in conviction

3 likes

pretty clear Bluntz is cutting the position to chase other bags this could get ugly in the short term but once he’s out, delta will be fine  just a bit annoying cause he has like 3% of the supply - will take a while unless he sells at a loss

6 likes

overall Delta should move Bluntz selling lately definitely isn’t helping will need mass inflows to overtake that selling it’s the MET of RH Metrics are great audit is done

2 likes

audit is almost complete delta is the liquidity layer for the hottest chain this cycle it can’t get any more simple than that

3 likes

delta pull back because top holder Bluntz sold but if you check his profile he sold to use some liquidity and buy another token still top holder by a long shot delta is the MET of RH Robinhood is going to be the top mover this cycle delta will be a huge winner bc of this zoom out and understand this is going much much higher

2 likes