😌🍃 ผ่านไปกว่า 150 ปี เทคโนโลยีเปลี่ยนไป แต่ จิตวิทยาของเงินทุนและพฤติกรรมของฝูงชนยังคงมีรูปแบบที่คล้ายเดิม ~
Lombard Street “All people are most credulous when they are most happy…”
เมื่อราคาขึ้นต่อเนื่อง ความมั่นใจมักขยายตัวเร็วกว่าข้อเท็จจริง
There are now 14 on-chain businesses earning $200M+ in 2-year revenue.
In 2021, barely any dApps made money.
Crypto has never been in a better position than it is today.
was in pepe at 20m
wif at 1m, fwog at 600k
was in spx at 1m (sold for a 2x)
mog at 3m
bitcoin puppets at $300 (they went to $40k)
pups at 1m (it went to $700m)
bome at 20m
and so so many more, across many metas
$tendies has the chance to be up there, but it'll take time, just like they all did
every chain once it starts getting volume starts the same
waves of volume that taper off, then get bigger and bigger till peak mania
base started the same way once it gained traction, only difference for @RobinhoodCrypto is that it has more users out the gate and thus vol
if this is just the start, we are incredibly early to RH
So let me get this straight:
Cash Cat hit $225M in 4 days, and Robinhood memes started ripping.
Then the main launchpad shuts down. Vlad is ignoring memes. Everything is selling off. CT said it was over.
Then out of nowhere Vlad soft shills memes, 40 new launchpads pop up, memes start running again, and Cash Cat bounces back to $80M.
All within 12 days.
last season on base, (shit chain) gave us aixbt to 900m, kta to 2b, virtuals to 5b.
i see no reason why we wouldn’t have 9fig 10fig protocols on robinhood, unlike the bald faggot, Vlad knows what he’s doing and top rwa/ai protocols on RH will be the next crypto unicorns.
Andrej Karpathy just broke the entire premise of modern AI:
"Agents aren't magic. They're distillation at scale."
99.99% of your LLM's capacity is wasted on garbage data it never needed.
Small model + right tools + closed loop = terrifying capability.
In a 16-minute conversation, Karpathy reveals the full reasoning stack.
Worth more than any $500 AI course you've seen this year.
as i personally think we're getting close to the bottom, not there just yet, but close enough that i'm starting to position for what i believe is the next market expansion
because of that i added the meme that has always represented one thing
$mumu the bull
has it been done before? absolutely
but i don't think that's the right question
the better question is whether the underlying narrative still makes sense
$mumu wasn't created around a temporary trend or a single event
it represents the bull market itself, a symbol that has existed across financial markets for decades
the bull is one of the few financial icons that is instantly recognizable, regardless of whether someone comes from stocks, crypto or traditional finance
looking at robinhood chain specifically, the narrative feels even more natural
robinhood has become one of the strongest retail investing brands in the world and its identity has always been built around the color green
a green chain paired with one of the market's most recognizable green mascot is a simple connection that people understand immediately
sometimes the strongest narratives aren't the newest ones
Robinhood majors meta, Edition 3.
After 7 days of green and 4 days of red destruction in the Robinhood eco, only $HOODRAT and $JUGGERNAUT are down significantly from Edition 2.
Here are the current majors and how much they are down from ATH.
1. $CASHCAT $50M, original name of RH, -80%
2. $TENDIES $18M, -50% from ATH
3. $INDEX $18M, a stock reflection token -40%
4. $ARROW $15M, a RWA utility platform, -50%
5. $WALLET $6M, test token deployed by Vlad's wallet, -30%
6. $VEX $5M -70% from ATH, supported by Virtuals, -74%
7. $JUGGERNAUT $3M, Vlad's most favorite meme -80%
8. $HOODRAT $3M, Matt Furie character, -80%
9. $WEN at $3M, wen lambo, simple, -80%
10. $WISHBONE $2M, a dog in Hansel and Gretel and 2 days ago Robinhood launched this, https://t.co/JBKI9AvURU. The dev is also very well connected to whales, -90%
11. $MARIAN $2M, the first meme on RH, -70%
12. $SLVR $1.5M, a ponzi that has 50% of the supply burned and makes $200k in daily fees, -20%
13. $RWA $1.5M, real world asses, a memecoin and RWA at the same time, right what Vlad said with his 2 wolves, -40%
14. $KITSU $1.5M, Vlad's dog, -20%
15. $MEOW $1.3M, this word is given as an API response across many API queries to the Robinhood website a real hidden easter egg, +200% Those 3 lost their spot in today's shakeout
16. $GUY $1.2M, about the little guy that is just trying to make money that Vlad and Robinhood referenced a lot. -20%
16 majors to choose from.
Most of them will triple and quadruple whenever $CASHCAT goes back to ATHs, so all eyes on the leader.
However, some of them will still go to 0 FYI over the long term.Also make sure to join my new TG, where I post updates for all of these. https://t.co/QFBrkYzBlu
We probably have ~3 years left where human labor still earns real money.
After that, most of it gets automated to the point where it doesn't pay.
This is the end of labor-based capitalism, the model where you trade hours for a wage and stack it over a 40-year career.
The window open right now is an information asymmetry.
A few people see it coming.
Most are waiting for it to be obvious.
That gap is the whole opportunity.
What I'd do with the window: convert time into things that survive the transition.
Bitcoin, hard assets, compute, energy, food production, and social credit/distribution
A wage is rent on your time.
Automate the time and the rent collapses. Owning scarce things is the esc
The people who spend these three years hoarding capital will look like geniuses in ten.
When wages stop compounding, guess whats left?
ownership
this might be the greatest onchain bear market of all time though
since 10/10, we've had:
asteroid
penguin
molt
cashcat
ansem
ralph
gas
CZ
TCC
index
1, SPSC, FKH (USD1 meta)
wojak
clanker flywheel trade
virtuals meta
troll
whitewhale
seeker
surge
buttcoin
kntq
clawd
bnkr 20m --> 120m ai agent meta
lobstar
punch
tendies
juggernaut
brian (coinbase man)
gitlawb
vvv
dih
pons
three
kins
world cup coin
c0mpute
squire
jotchua
manlet
scam altman
triplet
burnie
hantavirus
pod
lfi
aeon
copperinu
wishbone
kitsu
unipeg
flork
AIB
definitely missing a lot, but it's crazy how you still had tons of opportunities to go from 0 -> 100 even during a "bear market"
the fact that the bear market has been this good also makes me pretty excited for whenever we're in a bull market again too
eventually the $200M onchain ceiling will get broken and having ptsd will be punished, but for now, just be cautious