why does a project with 2x @deltaliquidity's tvl trade at 1/60 of the price
@deltaliquidity: $18.5m fdv, $1.1m tvl
this one: $320k fdv, $2.5m tvl
it's @liquidityladder. token went live 2 days ago
it's not a copy of @deltaliquidity
it's what @deltaliquidity sells, turned up to max
@deltaliquidity is a robinhood chain bet
@liquidityladder is an evm bet
bnb, base, robinhood. v3 and v4 pools. same product on every chain
robinhood is just one of its markets
and tvl is just the start
$382.6m deposited through @liquidityladder@deltaliquidity doesn't publish that number at all
$4.97m realized profit for @liquidityladder users
@deltaliquidity shows $3.73m in fees, before IL
and it's not a larp
832 users, paid subscription, 0.5% on swaps, 0.1% on zaps
@liquidityladder was making money before the token existed. CA is on their own docs
product first, token second. the exact opposite of most of this chain
now the part nobody priced
$8 of tvl per $1 of fdv on @liquidityladder
$0.06 on @deltaliquidity
you're paying 60x more for half the tvl on one chain
$382m through the product. $320k for the token. read that again
price @liquidityladder the way the market prices @deltaliquidity per $ of tvl and you get ~$41m
tokenomics aren't even out. docs say "announced later"
@deltaliquidity already shipped buyback & burn and it's in the chart
@liquidityladder hasn't played that card yet
one is priced like the winner
the other has the numbers
my take: one of the most mispriced tokens on robinhood chain right now
CA: 0x651d99f4bb05555418492221cb72850e1d4ee2a4
nfa
I've built and shipped limit orders for fomo as a browser extension: take-profit and stop-loss on the token chart, executed through your own bundler so the trade lands in the app and PnL stays intact. Source is at https://t.co/zmrQfZ7CBT, BUSL-1.1
The hard parts are done: the order model, the chart levels, an on-chain session account that bounds a key by size and price, and cross-chain settlement through relay. What it cannot do from outside the app is fire while no browser is open, because the swap endpoint authenticates by session headers and Privy signs in the iframe. Inside your app that is a much smaller problem: you build the signing envelope yourselves, and Privy's delegated signers remove the open-browser requirement entirely
Happy to talk about licensing it to you, or about building it inside your team. Either way I'd rather it ships than sits in an extension
so this is why our robinhood chain bags dumped?
hunter biden really has one of the wildest public resumes in american politics:
- crack addiction
- laptop saga
- federal gun conviction
- tax case
- presidential pardon from his dad
and now the $LAPTOP launch is supposed to be on Base? lmao are you guys serious?
hope this is a joke and they don’t actually embarrass themselves like this
Well… that just happened. 👀
The founder of @o1_exchange now follows $O1DOLL
The official mascot of the o1 ecosystem is getting noticed.
Back to building 🔥
Pons Bot is your everything bot for Robinhood on X!
▻ Swap, send, and burn any token
▻ Launch on @ponsdotfamily , assign fees to anyone
▻ Create liquidity positions with @deltaliquidity
▻ Cross-chain and private swaps with @HoudiniSwap
And all the while the $PONSBOT flywheel stays burning!
Ask me about any feature to find out more!
everyone in the replies saying “manipulation” and “they’d just dilute you”, let me actually explain how this works
“market manipulation”
acquiring a public company and pivoting it to blockchain is not manipulation. it’s an acquisition. companies do this every single day. if i buy a NASDAQ shell, replace management, build a tokenization protocol as the core business, and revenue grows: the stock goes up because the company makes money & because people buy it speculatively
the stock doesn’t go up because memecoin volume pushes it. the stock goes up because the company generates real revenue from protocol fees & people want to hold it
nobody called michael saylor a market manipulator for turning microstrategy into a bitcoin proxy. a NASDAQ-listed tokenization protocol is the same playbook
“the company would just issue new shares and dilute you”
if you acquire a controlling stake, you control the board. you ARE the company. dilution requires board approval, and the board is you
the real play isn’t a short squeeze or manipulation. it’s building a NASDAQ-listed company whose core product is onchain tokenization & token launchpad infrastructure:
the company tokenizes its own equity -> builds a launchpad where tokens are paired with that equity -> earns revenue from every launch -> revenue grows -> stock reflects it, more people want to own the stock
the first NASDAQ-listed protocol where onchain activity drives real revenue on a real stock exchange
but sure, “manipulation”
Unpopular opinion:
Even if the bull run already started or starts this year / next year, most people are still going to lose their money.
The reason is simple - people are still stuck in the old way of looking at crypto.
A lot of people already got wrecked on this last cycle in 2024-2025. Instead of memes they decided to hold "tech" coins like litecoin:native, $ADA, $STRK, $ZK and a bunch of other trash that was all narrative and zero real execution. They played long-term investor, copied the stock market playbook into crypto and convinced themselves that all these technologies were the future.
@Pumpfun was the most hated project of 2024. Everyone said it "sucked liquidity out of the market." In reality it just gave crypto what crypto actually wanted - more memes, more gambling, more fun, dopamine right now, no need to sit on bags for years hoping something eventually prints. All the tech coins faded into the background because people got tired of holding garbage they couldn’t even sell in profit after several years.
Next bull run a lot of this changes. And even if you still want to hold memes, it matters which ones. The old "just buy any random memecoin and wait for bitcoin:native at $150k, you'll be rich" model is dead.
The narratives that will actually print the big stories this cycle:
1. Social trading
Memecoins sitting in the bags of popular KOLs will have way more price support and upside than random coins nobody is tracking. Before, a serial rugger could dump, hop to the next rug and nobody really cared. Now one bad rug can end an influencer's whole career and send their rating to zero. Previously you had to dig through the chain yourself to figure out who was actually a ragger and who just got wrecked. Now social apps track everything and serial rugs should drop hard.
Feels a lot like that Black Mirror episode "Fifteen Million Merits" where points decided your entire fate. Wouldn't be surprised if Fomo rolls out some kind of reputation points system. Right now the only real score is PnL. While the market is still bullish, use it. Watch the actual GOATs on Fomo (@theunipcs, @gajria, @CryptoKaleo, @CryptoCurb, @soby0x, @Bluntz_Capital, @anildelphi). Don't blindly copytrade. Do your own research before you ape.
2. Protocols that actually make revenue and have buybacks / burns
There are still some old-school people who hate memecoins and want to hold "real tech." Fine. Then look for projects that have a product, real revenue and a mechanism that can actually support the token instead of the team dumping every unlock into the market.
Right now 8 out of the top 15 protocols by 7-day revenue are gambling-related (memecoin launchpads, perp DEXes etc.). So first place I'd look is tokens (or projects that don't have a token yet but an airdrop is likely): $PUMP, $LIT, $HYPE, ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241, @variational ($VAR), @gmgnai ($GMGN), @fomo ($FOMO) and the rest.
If even these names start dying, everything else in crypto is going to die harder. Stop using Bitcoin price as the only signal. Last cycle people sat on alts waiting for "liquidity rotation" and got destroyed. Bitcoin hit $125k and their bags still did nothing - that means the problem was the bags, not that rotation was "just around the corner." Analyze the market regularly. Buying something and forgetting about it is how you lose money.
3. Memecoins tied to RWA
Best example almost nobody talks about is $AI (the $AI/$NVDA pair). Before you were buying memes against stables or $ETH and eating full volatility. Here the cushion is tokenized NVDA. A lot of people slept on @vladtenev saying @RobinhoodCrypto is for RWA and memes. This is exactly the new model - memecoins can have way better price action when they're paired against a real tokenized stock instead of a stable.
$AI/NVDA launched on @longdotxyz. The fee mechanic is simple (stock-paired launches also exist at @bankrbot and @LaunchOnSF): buys take the fee in $NVDA, and 80% goes to the Community Vault. Sells take the fee in $AI - 50% is burned, 50% is locked in the vault and leaves circulating supply.
Treasury only grows.
Circulating $AI only shrinks.
Volume = fuel.
Long already said Community Mode burns/locks have taken ~$3M equivalent of $AI off the market.
Same idea exists on other pairs: solana:FL4eKdJrVZ1dVu1RoekeQRnuPxavzD4oCcR5HTcspump/$AMC, $SPACEHOOD/$SPCX, $MARSCOIN/$SPCX, solana:GKjAe1bQXXLoEitJYSuyw6qt97tTVoKkGEgWPEo6pump/$MSFT.
DYOR.
This is going to be one of the strongest narratives next bull run.
4. Projects building around RWA or AI
You can keep calling airdrops dead. I'd still look at protocols focused on RWA with a real shot at a token. You don't have to buy anything - you farm points (sometimes retro) that convert at TGE.
Personally I've been farming (or already farmed) perp DEXes that lean into RWA or AI:
@variational_io - TGE Oct-Nov 2026
@nadoHQ (@inkonchain, @xStocksFi) - TGE Q4 2026 - Q1 2027
@tread_fi - TGE Sep 2026
@TxFlow_L1 - early, points not live yet
@QFEX - early, points not live yet
@get_truenorth - early, points not live yet
@entropyIO - early, points not live yet
These four narratives are enough for me to be ready. Stay focused where RWA, AI and memes actually meet.
Stop holding old junk hoping bitcoin:native at $150k and $ETH at $10k will magically save you.
Act now.