nacho

defi analysis | lp | magic internet money | 🇦🇷

[Udy Highs @UdyHighs]

Almost 1m $stonk burned on a fucking Sunday with Bitcoin acting like a bitch.

Market cap at $100m and the entire eco is green. We're in our own universe.

Stack $Stonk, hold $knots and earn $stonk.

Pivot now to Stonklana.

[nacho @Ignacio_AtML]

I believe btc will go to the 75-76k zone, and even to 72k before seeing new highs. That would be a healthy pullback.

[nacho @Ignacio_AtML]

@gumsays Big opportunity there

[nacho @Ignacio_AtML]

Good to see $STONK finally found a range to consolidate after the heavy downfall.

LPing this range could be a solid play in this choppy market until better times come back. We’ll see.

Now waiting to see the next BTC moves to get a better perspective on what to expect in the coming weeks.

Long term I still think this is a pretty good entry on STONK.

[nacho @Ignacio_AtML]

solana:Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump 25-35M zone🤔

[nacho @Ignacio_AtML]

Good to see $STONK finally found a range to consolidate after the heavy downfall.

LPing this range could be a solid play in this choppy market until better times come back. We’ll see.

Now waiting to see the next BTC moves to get a better perspective on what to expect in the coming weeks.

Long term I still think this is a pretty good entry on STONK.

[nacho @Ignacio_AtML]

> It was in fact a great zone to LP solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR.

> Could still be a good zone to keep LPing, but each day in this range looks more like a buy, waiting for a big candle to the 100M mcap level.

[nacho @Ignacio_AtML]

robinhood:0xb63d07cef74be747231d601bb2faa6b252c68106 had a rough TGE, no question. Punishing migration for robinhood:0xb9972ca7188e511174947e3936a5315ac7073277 holders, high fees at launch, selling pressure from every side.

But the product didn’t change: #4 in fees on Robinhood Chain ($4.2M in 30d) with a ~7M mcap.

Imo the TGE is a big part of why it trades here, and that’s what makes it interesting. Worth taking a shot at these levels, and long term it could look like an obvious buy.

Fees mostly go to LPs, so token value accrual is still to be proven.

Now the key is how the team responds: learn, communicate, and make it right with early supporters.
@fablesfi

[nacho @Ignacio_AtML]

> It was in fact a great zone to LP solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR.

> Could still be a good zone to keep LPing, but each day in this range looks more like a buy, waiting for a big candle to the 100M mcap level.

[nacho @Ignacio_AtML]

Pretty good to LP solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR

[Ash Crypto @AshCrypto]

We are just 9 days away from the US midterm elections.

History shows that after every U.S. midterm election, Bitcoin has experienced a correction.

Will this time be different?

[nacho @Ignacio_AtML]

solana:Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump 25-35M zone🤔

[nacho @Ignacio_AtML]

robinhood:0x56910d4409f3a0c78c64dd8d0545ff0705389870 is sitting at a $8M market cap, right on a key support zone, down 89% from its $75M high.

Meanwhile, Robinhood Chain is recording +$393M in net inflows this month (so far).

If the chain’s momentum returns, this could be one of the better setups on it.

[Ignas @DefiIgnas]

PUMP posted 'airdrop coming soon' in July 2025.

15 months ago.

Max extraction in every way.

[nacho @Ignacio_AtML]

> $SI is looking great at these levels. Looking to buy some.

[nacho @Ignacio_AtML]

robinhood:0x56910d4409f3a0c78c64dd8d0545ff0705389870 is sitting at a $8M market cap, right on a key support zone, down 89% from its $75M high.

Meanwhile, Robinhood Chain is recording +$393M in net inflows this month (so far).

If the chain’s momentum returns, this could be one of the better setups on it.

[nacho @Ignacio_AtML]

Interesting thread on $INDEX. It may have contributed to the recent drop, alongside whale selling.

Personally, I'm staying on the sidelines until the $6–9M market cap zone, where I see real buyer interest.

The model is easy to replicate, but not the partnerships, community and marketing this team has built so far.

[nacho @Ignacio_AtML]

> 3 of the 8 most held tokens on fomo belong to the stonk ecosystem: $STONK, solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR and $MASK.

> Combined market cap: ~$184M, all of it built in under two months.

> Worth keeping an eye on.

[BSCN @BSCNews]

Is StonkFun the industry's next big token launchpad?

Launched in only August of this year, the @LaunchOnSF launchpad on @Solana has been on an absolute tear...

- $40M in total fees.
- Over $900M in total DEX volume.
- 21% of $STONK supply now burned.

New launchpads are popping up all over the place, but few (if any) have had such a successful start.

[Fables @fablesfi]

https://t.co/PXatyCh7QG

[nacho @Ignacio_AtML]

>Top 5 tokens by number of Smart Money holders (Solana):

$ZEC: 69 holders | $3.58M
$STONK: 67 holders | $7.87M
solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR: 51 holders | $2.92M
solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn: 45 holders | $8.81M
solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp: 39 holders | $4.23M

>These wallets hold ~9% of stonk’s market cap and ~7% of zcat’s. For pump it’s under 0.5%

[The Smart Ape 🔥 @the_smart_ape]

robinhood chain is dead. wrong. the chain is alive. the casino is dead.

here's what happened.

> sep 4: users paid $8.4M in gas on robinhood chain. in one day.
> oct 18: $34K.
> -99.6%

74% of all the gas ever paid on this chain was paid in just 14 days (aug 28 → sep 10).

that was the @ponsdotfamily frenzy. bots bidding up gas to snipe launches. the average tx cost $0.60. now it costs $0.006.

now look at the casino. peak 14 days vs the last 14:

> pons v2, the #1 launchpad: $87M in fees → $7M (-92%)
> @gmgnai on robinhood chain: $22M → $0.9M (-96%)
> @AxiomExchange: $4.6M → $0.3M (-94%)
> the median robinhood memecoin: -97% from its ath
> 72% of them are down 90% or more

and the 4 worst days for fees and transactions since launch week? all in the last 10 days.

so it's dead? no.

there are still:

> 873K active wallets last week. arbitrum: 589K
> $345K in gas last week. arbitrum: $135K
> tvl just hit an ath: $1.05B

but look closer at that tvl.

~$480M of it is two morpho markets where people park usde and syrupusdg to borrow usdg at ~89% ltv. 98% of all the usde on the chain is in one single market.

that's a leveraged carry trade.

1 usdg/usdg pool did $100M of "volume" in the last 24h. 1 wallet. 20 trades.

so here's the honest read:

the degens left. the money that stayed is parked, not moving.

what's left is a normal mid-size l2: half of base, 2.5x arbitrum, with a stablecoin loop on top.