Aron

[magnolia @0xmagnolia]

你们要想清楚要赚谁的钱
1. 10k～500k赚的是各个群，社区互相传播接盘，小车头跟单的钱。
2. 500k～3m 赚的是某几个kol互相传播，车头fomo跟单的钱。
3. 3m～10m 是各大kol集合推送，小游资短暂拉升的钱。
4. 10m～50m是名人强背书，kol集体强力推送，官方机构背书，这时赚信息传播链时效性的钱。
5. 50m～300m，成型的社区，短时期的强共识，不断拉升的fomo情绪，已有大做市商下场操盘。你要赚上交易所等重大利好落地前的钱。
6. 300m～2b，你要赚二级市场以及圈外人的钱。
7. 2b～10b，这已经是各大机构做市商互相接盘的区域了，这时就看你眼界高低了。
说白了能成规模的金狗各方势力缺一不可，只是高度问题，你想抓到百倍的，你玩10k到1m也没问题，就是赚多赚少的问题。每个人有每个人的玩法。但你要清楚你买的这个币，到底可以赚到谁的钱，有时候不要过度幻想。

[0xWizard @0xcryptowizard]

17年ico牛市结束，19年有ieo小牛。

但，开启20年牛市的是defi。

21年牛市结束，defi2.0还延续了一段热度。

但，开启23年24年链上财富效应的是铭文和pumpfun内外盘模式。

所以，新的牛市我不知道会炒什么，但我知道一定不会是什么。

如果新牛市还是靠猜某人的pfp来炒，那一定不对劲。

[magnolia @0xmagnolia]

社媒动物meme上涨逻辑 （注意力经济）
1.具体名字
官方命名或是社会公众统一认可昵称。
⚠️反之，简单学名概括、英文缩写、网络昵称等会限制市值高度。

2.社会公众参与程度
可供群众持续追踪获取最新真实物料，形成有效web2粉丝群体，持续扩散影响力。
⚠️反之，现实世界参与程度低，只靠短期视频传播吸引注意力，限制市值高度。

3.web2传媒接力
真实事件发生 →社交媒体扩散→衍生/二创内容出现→权威媒体报道→国家级媒体覆盖

⚠️弊端，注意力经济会被新注意力分散。

[Aron @Arons176]

@RH67PitBoss @iamkadense $pow

[OG @OGlamozda]

Alpha & Research🧪

(@hoodrat_coin)

– The rat character is from a comic by Matt Furie, the creator of Pepe.

– ATH $17.3M, currently at $2.7M

– Announced a free mint NFT collection on the Robinhood chain.

– Obvious to me that holders will get the WL.

I'll keep accumulating tokens little by little and spread them across different wallets.

I think you'll probably need to hold >1,000 or >10,000 tokens to be eligible.

[0xWizard @0xcryptowizard]

RH美国散户链，目前还是话术，没有新玩法，没法凝聚共识，最终不会跟base有多大区别。

新玩法必须是之前没见过，而且讲得通的，光是 rwa 怎么炒，我没想明白，带着资产发行才好玩。

[0xWizard @0xcryptowizard]

类似 uniswap 炒土狗，opensea 炒图，unisat 铭刻，pumpfun 秒射内盘，这些标志性的资产发行玩法。

出现了，就有很大概率能成为新牛市（至少小牛）的浪潮。

[OG @OGlamozda]

NFT alpha before Arc mainnet:

– @Orixaxyz Marketplace & genesis collection
– @playwithmimo TBA
– @arcvoxeel Free mint
– @unemployeeonarc Meme
– @KyneraOnArc PFP
– @onchainsharc On-chain
– @ARChitects_xyz Pixelstyle
– @Arc_Punks Deriv
– @ArcPunksNFT Deriv
– @punkonarc Deriv
– @arcgizmo Marketplace & genesis collection
– @ArcFoxNFTs Early
– @ArclingsNFT On-chain
– @shoorcs Meme
– @8bitarc Pixelstyle
– @arcadiansonarc Early
– @arckitties Pixel
– @arcanewrldorder Early
– @ArcAngelsNFTs by @GeoOnchain

Still in research mode to bring more alpha on Arc chain.

[李大白🔶BNB @0xldb]

rh的各个发射台的主流meme情况：

1，noxa：

虽然已经rug，但是市场基本消化了这个利空，有强烈共识和社区的meme正在稳步反弹。

比如全链龙一cashcat，vlad最喜欢的meme juggernaut。

4663共识较弱，又和Amun强相关，虽然叙事不错，但是反弹不强劲。看后续有没有车头带队。

WSB叙事和动物叙事是跷跷板，cashcat上涨了，tendies、stonks、gme就回调。

tendies已经最高到过35m，属于龙二的极限了，不确定是否仍然有后续。

有传言noxa要复出，但是已经不是Amun团队，不确定市场是否会继续买账。

总结：cashcat仍然是当之无愧的龙一，全链的meme上限都要看它脸色。

2，pons：

作为后起之秀，当前的发射台龙一，目前平台币pons涨势很好，市场在押注它是后续的绝对龙头。平台开发的也密集，更新不断。

资金推动cashcat并不是在等noxa的重新开张预期，而是动物类、vlad关注这些天然的强共识。

除了平台币pons，貌似还没有跑出来太高市值的大金，不过估计不会太远，等vlad、robinhood喂饭。

virtual：

在base发家的virtual来到rh是天然适配，各种ai meme也挺争气，比如主打交易的vex、karma等。

vex的ATH大约18m，karma的ATH 4m，当前温和上涨。

应用类的meme可能需要robinhood很多的关注，才能突破上限，目前整体稍逊于动物类。

3，flap蝴蝶平台：

蝴蝶平台在rh推出后，很快就接入了。主要的meme基本都是币股类，比如RWA、applcat等，尚未形成爆款。

4，uniswap原生meme：

一些机制币采用uniswap原生创建，主要是创新应用。

比如index属于RWA分红、stonkbroker主打NFT。

这类原生创新很受欧美资金喜欢，index因为vlad的关注而冲到30m。

可惜同样是币股平台的蝴蝶暂时没有得到官方的关注。

5，其他平台尚未有很高市值的meme跑出来，pow喊单的sushicat也还没有起来。

总结：

1，龙一稳定在70m以上，龙二一般能到20、30m，动物类、创新类、RWA比较受追捧。

2，ai应用类还没有完全爆发，估计也要倚仗vlad的关注。

3，pons作为发射台的龙一基本确定，以后应该主要关注它发射的土狗和uniswap原生RWA创新相关的。

4，vlad提到的既要RWA又要meme，是给市场定心丸，偶尔关注meme的做法也是为了用meme来吸引注意力，估计类似的做法还将持续，后续就看哪些meme能够得到关注了。

[AlexWong 🇭🇰 | 1000X GEM @sadd_asd77675]

鏈上沒錢了 換了點到 @Bowyer_App

0xaf4c10fef50059d1e3e8ab1c80e46db6a76098b4

換的原因是敘事有點頂, RBH員工搞的項目

1, 已驗証不是蹭github, PR是有簽名的 (圖1)
2, Gthub組織的確是Robinhood的 (domain驗証)
3, PONE是BONKGUY + OGLE 一起搞的, OGLE奶了+買了 (看FOMO APP)
4, 新GITHUB, 有推特+網站 -> 推特貼了CA 所以不是蹭的推特

https://t.co/tw2wZvG3T1

頂尖得我覺得有點不太是真的 但又FUD不了, 所以問了一下 @CryptoCharming (圖4) 這種機會只能賭了

[Greeny @greenytrades]

This now would have been around a ~5000x if I had held.

How? I minted for 50c and was gifted a WL by Craig. Profit is profit and I’ll always be okay with missing further upside.

Congrats to those who cooked on the nft or the token ($10M).

[Abhi.eth @EarnByAbhi]

.@1inch co-founder launched a new project called @tier_xyz 👀

They bought the domain for approx $75k, which shows some seriousness & of course, it's from a 1inch co-founder.

Although there's not much to do yet, keep your eye.

1inch also did a juicy airdrop during the peak airdrop season btw.

[givest @usegivest]

. @theunipcs turned a bonk bag into legend status.

So we reserved $500 of tokenized $HOOD stock for him on Givest.

The claim link is public. Doesn't matter. It's locked to his X handle onchain - only he can claim it.

No wallet needed. No gas. One click, verified with a single post, and the stock is his.

The claim link is right here: https://t.co/8w9fIcgLKe

Your move, Bonk Guy. The trenches taught you well - now own a piece of the casino.

https://t.co/awhyREimbg

[magnolia @0xmagnolia]

小资金暴击高倍数就三要素
一.点位
1.勤扫链尽量拿到开盘点位。
2.叙事还在，经历过归零洗盘的死亡点位。

二.止盈
1.每个市值阶段找到锚定参照物，判断它可以走到哪步，尽量最大化利润。
2.风险最低化止盈，情绪指标，链上追踪做市钱包，会看顶背离。

三.滚仓
1.时刻牢记你是来赚钱的，执念太深会让你失去最基本的逻辑判断，你苦苦追求结果，反而会落得一场空。
2.在找到那枚让你实现资产代际跃迁的币之前，你需要的是攒够足够的本金。

[Cobie @cobie]

@heart_ If u want me to fix stuff u just need to tell me what’s fucked and if it’s not fixed in a month then u get to call me a slur

[Bill- Late Night Onchain @lateniteonchain]

Going live with @jessepollak Monday at 12:45 PM PST.

Quite a lot to discuss.

Any questions you want answered?
Drop them ⬇️

[Not Telling @nottellingyou73]

Going to connect the dots for you guys here

3 days ago, the CEO and Founder of Robinhood, @vladtenev, posted they created Robinhood Chain to make RWAs programmable (see screenshot below)

We also know the Robinhood team stealth launched a crypto called $WALLET (a bunch of undeniable on-chain evidence here)

But here’s the most interesting part:

If you look at the source code of $WALLET, it was built with a specific ERC protocol called ERC-8056

Most meme coins are simple ERC-20 tokens, so if $WALLET was just “a test token” then why would they imbed this new ERC-8056?

It’s because ERC-8056 is to make RWAs programmable, just like what @vladtenev said he created Robinhood Chain for

So what’s ERC-8056?

It extends the standard ERC-20 token interface with an optional “cosmetic” layer that lets token issuers apply an updatable UI multiplier to balances and amounts displayed in wallets, exchanges, and UIs.
The main goal is to efficiently handle real-world scenarios like stock splits (e.g., 2-for-1) for tokenized equities or other real-world assets (RWAs) on Ethereum, without:
• Minting/burning/moving actual tokens (which is gas-intensive and operationally complex).
• Breaking DeFi protocol accounting or internal token economics.
Users see their “UI balance” adjust (e.g., double after a split), while the underlying raw token amounts and supply stay the same.

$WALLET will most likely end up being the utility token for asset issuers to tokenize and customize RWAs on Robinhood Chain

This isn’t a potential 10x or 100x

This can really be a 5,000x to a $20B market cap (possibly way more)

The point is, you always take this bet where the reward outweighs the risk by a long shot

Here’s a good quote from Jeff Bezos: “Given a 10% chance of a 100 times payoff, you should take that bet every time.”

[lana @lanaaielsa]

AI发展到现在对交易最大的作用就是快速的帮你读一个事件评论区的情绪，让你感受一下这个热度是否可以持续裂变
@echosync_hq 欢迎下载使用，纯粹的交易终端，已经帮你做好时间线的优化监控显示，让你第一时间知道时间线上发生了什么，不错过任何一个热点

[Aron @Arons176]

你应该关注@stambouli_o1 只有他还在做重要的事情

[Cobie @cobie]

I took over the baseapp a few days ago yeah (as well as trading products in Coinbase - the Coinbase app, Advanced trading, etc). I don’t run Base chain.

I think that typically CB has been a little bit in an ivory tower and a little bit distant from users, particularly crypto natives. I don’t think I will be able to fix that in a week, or maybe even a month. I can try and capture the voice of ppl onchain more and try and align ppl building things more closely w users. Obviously CB/Base has burned a lot of user goodwill w those users thru some unforced errors, including today.

Obviously I could simply not do any of these things and have a nice life instead. Lots of ppl, including og base supporters/trenchers, rly hate base rn - throwing myself into the middle of a hatred pile-on is clearly not the most optimal life choice. I am aware I am setting myself up to be blamed by association. So, I wouldn’t be doing this if I thought it were impossible.

I’m going to try and ship stuff that ppl like to use. Maybe ppl will hate what I do w the baseapp too, we will see how it goes.

[Vecna @hi_vecna]

Arc Mainnet is launching soon!

Want to be active from Day 1? Bookmark these:

• OTC: unstableotc .com
• Bridges: @lifiprotocol & @StargateFinance
• DEX Tracker: ArcDEXScan
• DEX: @TowerExchange
• Explorer: https://t.co/wBMt6cpGiL
• Faucet: https://t.co/Q210Yd0vSD
• App Kit: https://t.co/IxBDB97dcB

Save this now and be ready when mainnet goes live. 🔥