Thread
- Posted
- 2026-09-18 19:44 UTC
- First seen
- 5h ago via trade comments
- Chain
- Robinhood Chain
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- 1
Other theses on this trade
beyond the gaming element on RH + LONG a case can be made for: https://x.com/gkisokay/status/2100814407588831522 enjoy the read
a16z speedrun backed with a doxxed founder who worked in Ray Dalio's shop and it's still under 10m, make it make sense
- founder doxxed & ex bridgewater ML (basically openai of american hedge funds in stature) - members of the team also doxxed & previously ran GTM for Limitbreak & Pixels (2 of the largest web3 games in the past 5 years) - already has a grassroots community (38k+ in discord) that held the floor strong on there past nft efforts on eth throughout the bear - schiffy is its own IP & the token will be used as in game currency for multiple upcoming game releases - game coming out next week & others in the near future using the currency as part of the ecosystem - longxyz fair launch paired GLD(gold etf) - deflationary token because of tokenomics (1% already burned) source: https://x.com/chadsgx/status/2098398567144763449 will be writing my own longform thesis tomorrow but this feels like the one legitimate project that reprices aggressively over the coming weeks