Infra is starting to catch bids on RHC. And infra enabling new ways for DeFi to interact with the onchain equitity layer is poised for growth. Infra like $NOTE and $PARE have been running hard and are poised for explosive growth. $EARN is the yield layer offering new ways to earn from holding and depositing onchain equity positions into the omni pools (a new DeFi primitive) turning unproductive assets into high yield earning assets. The team is cooking up new features practically every week and the token is down 50% - 60% from the ATH while other defi infra ($PARE, $NOTE etc) has started running. At 3.5M FDV, EARN is likely to be repriced. It's not yet catching the attention (and liquidity) it deserves, but I fully believe this will happen. Added more here even though my position is already significant
Thread
- Posted
- 2026-09-18 10:15 UTC
- First seen
- 8h ago via the feed
- Chain
- Robinhood Chain
- Position when posted
- $43.6K
- Likes
- 5
Other theses on this trade
The market is starting to catch up. One of the most solid DeFi plays. As the onchain equity market expands, EARN is going to grow along with it. Undervalued considering what they have going on right now. Dev is shipping like mad and adding new things to do with the pools, creating new primatives with the omnipools. This is going to be a 100M + protocol. Feel getting in at these current market caps will look cheap in the coming weeks and months...
The YFI of Robinhood. Simple. Earn yield with onchain equities. This one is a 10M-50M protocol sitting at a mere 2M FDV. Grab it while you can get it cheap...