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STANDARD$26.7K-17%

Auction Day 3 recap - Sale price ended at ~12k, avg around 13k. 30 charters did their first expansion. 860 still hasn't expanded - likely waiting for better discount (these are your dip buyers). Day 4 Estimate - 10.5k

3 likes
Posted
2026-09-17 21:31 UTC
First seen
3h ago via the feed
Chain
Robinhood Chain
Position when posted
$26.7K
Likes
3

Other theses on this trade

STANDARD$18.3K-26%

Auction day 3. Game theory says avg sell price around 15k each, probably a bit higher as fomo kicks in and people frontrun themselves. Game is actually very interesting and deep, this isn't OHM at all. 890 charters wants price to go down so they can expand cheaper. They will absorb the sell pressure. This will last a while (think weeks, not days). Floor is higher than you think.

4 likes