Thread
- Posted
- 2026-09-07 19:51 UTC
- First seen
- 1d ago via trade comments
- Chain
- Robinhood Chain
Other theses on this trade
$VECTIS thesis v2: the first thesis was about vectis becoming the distribution layer for arcus pTokens. but I think there’s another piece people are missing that might actually be bigger. vectis gives financial assets a community layer. most stocks, RWAs and leveraged products already have liquidity. what they usually don’t have is culture. they don’t have a community organizing around them 24/7, creating memes, building identity, driving attention and pulling new people into the asset. vectis basically lets anyone build that layer. launch a coin against a HOOD pToken and suddenly the meme isn’t just trading next to HOOD. every buy creates demand for the underlying pToken. holders earn that pToken. attention around the meme becomes attention around the underlying. the community grows around both. that’s a very different relationship than a normal memecoin where all the liquidity and attention stays trapped inside the meme itself. here, the meme can actually become a distribution mechanism for the asset it’s built around. and that gets a lot more interesting as arcus adds more pTokens. more stocks. more RWAs. more crypto. more leveraged products. more things for communities to form around. you could eventually have hundreds of financial assets with their own permissionless social layer sitting on top of them. most will obviously go nowhere. but some could become the actual community + attention layer for the underlying asset itself. that’s the part of vectis I think people are underestimating. it isn’t just letting people launch coins against financial assets. it’s giving financial assets culture. and in crypto, attention + liquidity + community is basically the whole game.
starting to think the $VECTIS thesis is much bigger than just another launchpad on robinhood. arcus built pTokens. basically leveraged perp positions wrapped into transferable tokens. vectis built the distribution layer on top of them. every coin on vectis pairs directly against an arcus pToken. so instead of launching against ETH or a stablecoin, you can launch against leveraged HOOD, BTC, stocks, RWAs, whatever arcus brings online next. that creates a pretty interesting flywheel. more vectis launches = more demand + volume for pTokens. more pToken adoption = more reason for arcus to expand the product. more pTokens = more markets vectis can build around. and arcus isn’t some random backend. it’s the team behind dydx, built in partnership with robinhood crypto, with robinhood invested in them. the interesting catalyst now is what happens between vectis + arcus. the vectis team says they’re already in contact. arcus is aware of the volume they’re driving, and now the official arcus account is publicly interacting with them. not calling that a partnership because it isn’t one. yet. but the incentives line up really fucking well. arcus needs distribution for pTokens. vectis needs better underlying assets to build around. each makes the other more useful. then you have robinhood chain growing, tokenized equities growing, new pTokens, protocol fees, burns, pToken dividends, potentially lets cook being rolled into the ecosystem, and apparently a much larger roadmap still to come. the bet isn’t really “will another launchpad work.” it’s whether vectis can become the consumer/community layer for arcus pTokens. if that happens, this gets very interesting.
the biggest problem with CT is they chase volume and never understand what they hold. trading is just a process of money flowing from the impatient to the patient.