Older theses
175 in fomofeed
stealing this from 0xSammy, good write up: “My initial estimates for @standard_rsv were conservative It's already hit $47m market cap ($470m FDV) within 24 hours following a smooth launch on RobinHood (RH) Some observations: 1) 1.2M STANDARD ($560k at peak) was burned in the first auction & I'd anticipate similar levels today 2) charters + branch licence auctions minted out in minutes; insane demand to participate + honestly trying to scramble around to find enough STANDARD to mint is wild 3) We're currently in an expansion phase of the protocol, with 3k ETH in net inflows; so issuance multiplier is just 1.00x (adjusts after epoch 2) 4) one guy burned his branch on day 1; for a loss on the value of STANDARD accrued vs the mint price of 0.15 ETH 5) 2.1M standard will be issued this epoch (~3 days) ; there will be capacity for 8,891 branch licences =[(1000*9)-100-9]; so 89 more days of branch licence auctions assuming nobody else burns their charter... but it's likely it'll land somewhere in a month with participants exiting 6) talking of exits... timing it at the peak during expansion will be optimal if you don't intend to play until the end as the tax kicks in during "contraction" so it may be net positive to play to the end depending on size... that tax gets paid 50% to bankers + 50% to LP 7) the liquidity on the pool is pretty nuts... $8m?! If you're a trader and you spend time understanding the mechanics of the protocol this could be a very lucrative asset to trade in size 8) things could get very interesting when entire banking portfolios can be OTC'd to other participants (currently soul bound)... 9) there's also a holder bonus you need to account for... + it also says bank charter auctions open at a later date suggesting this is JUST season 1... will genesis charters hold a premium if this becomes a much larger economy? x) Pay attention to how the branch licence mint goes today. I'm anticipating a similar level of craziness... the auction opens up at 2x yesterday's clearing price (2 x 11,800 STANDARD) so you could see 2M+ STANDARD burned in a day if demand holds... that's insane deflation on a token that is issuing ~700k / day I’m waiting for the licence price to fall or the economics to improve before adding another Branch But I’ll be holding my Charter for the long term and reassessing expansion based on the live price-to-issuance economics I have a feeling this protocol may have a reasonable chance of becoming successful multi month; so pay attention sooner rather than later cc: @vladtenev @fern ; they've built an entire economy (arguably superior to the Federal Reserve) on your blockchain” original post: https://x.com/0xsammy/status/2099786870225825876?s=46&t=oxuIilMtqJ_UHCFOtO_X4Q
I will probably just slowly move my port into this. Need to bullieve in something and this seems like the ponzu
ohm tek no botters no snipers all the wl minters got soulbound nft who's gonna sell at these prices on day 0 run that shit up turbo
Gonna periodically blast stables at this all week. OHM was 4.4B at the top. History doesn’t repeat itself, but it rhymes.
Crazy launch. As a DeFi veteran, I feel the vibes of DeFi summer: Yearn, Curve, Uni, Inverse; I can name protocols endlessly
Basically $OHM, but enhanced. Do the math. If OlympusDAO hit a $4.4B market cap back then, imagine what $STANDARD could reach. HODL.
I really don’t own enough of this but my other bags are nice and you met me at a very illiquid time in my life
standard is basically an onchain central bank bank nfts print $standard people burn $standard to grow their banks trading fees fill the reserves reserves buy + burn when things cool off number go up → treasury gets stronger number go down → treasury starts buying highly reflexive economy 🙃
Team member on fomo, instant verification, team is awesome... This is easily a 500M+ token..
Insta verified on fomo with team wallet already. yeah this thing gonna do some numbers, maybe needs a couple epochs to drive the flywheel
Most liquid coin on RH chain, flywheel is working. Token is deflationary. I have conviction in this bad boy.
I’m crying right now I just quit my job I started fomo 2 months ago with my college fund and managed to turn into 500k 🙏
insane amounts of friction to buy this. Thick liquidity. Makings of a banger runner.
STANDARD
$STANDARD Robinhood Chain
- Market cap
- $27.5M
- Liquidity
- $6.3M
- Volume 24h
- $3M
- Holders
- 6.2K
- fomo holders
- 2.6K
Top holders
Updated 40m ago2.6K fomo users hold $STANDARD · top 49 by value
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Got to 10 branches today. Was speaking to a friend earlier and he made a good point about $STANDARD that it attracts a completely different… more
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5-10天后才是爆发期，目前才第三天，耐心 more
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Day 4 - another 1.05% of supply has been burned - totaling 5.6% of the supply burned forever. I have opened additional 3 branches today, so… more
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Send this so high that Threadguy becomes my concubine more
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Make Ponzis Great Again more
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no thesis yet
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the launch was tailored to charter holders because they are the initial participants of the protocol economy. they have to be incentivized … more
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higher. more
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no thesis yet
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Was fun watching the dutch auction while i played MC, just scooped one at the last minute. Think people realized the branches were worth a … more
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onchain banker send it more
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dca'ed here more
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I’m crying right now I just quit my job I started fomo 2 months ago with my college fund and managed to turn into 500k 🙏 more
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I believe we will see Standard around 100-150m range by early next week Thick LP scares smaller investors, but the sharks will join the par… more
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no thesis yet
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no thesis yet
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Thick LP This isn’t predominantly the usual memecoin degen crowd A few OG OHM wallets are already inside the mint too, which imo is a pr… more
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no thesis yet
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Standard is the next Bitcoin. more
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We bounce from here... Hopefully everyone bought the dips more
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Auction Day 4 recap - Sale price ended at ~10.3k, avg ~10.5k. Another 30 charters expanded for the first time. 830 no expansions. Epoch 1… more
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no thesis yet
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no thesis yet
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no thesis yet
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no thesis yet
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no thesis yet
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no thesis yet
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no thesis yet
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$STANDARD is the first currency that punishes sellers. One pool. One signal. Code is the central bank. Money in → print + stack gold. M… more
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charterless wish i could buy a fucking charter but instead im holding $STANDARD pls gib me option to buy more
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even if you own 0 tokens of standard, do some research on all the tech behind it, definitely some interesting quant tech stuff to learn it… more
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The Standard more
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no thesis yet
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Seems oversold, we're only on day two and the mechanism hasn't kicked in yet. Will periodically be adding to the position from stables. more
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Let the ponzi cook! more
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no thesis yet
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no thesis yet
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no thesis yet
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flush out the non believers more
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Will continue to dca this the loop is just beautiful more
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The contraction vault is working nicely https://robin.etherscan.io/token/0x88ad8ddf1e3898412146a534538d418c6f8a9062?a=0x796e80E8ABcedc30c70… more
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no thesis yet
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Last chance to buy before the pump more
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Easy 100m let’s go more
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sned more
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there are 2 towers still intact bro more
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no thesis yet
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everyone on FOMO in deep red, great more
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no thesis yet
Fades on $STANDARD
all →No fades on this token yet.