Welcome to the Bread Basket, @realstonkbroker
40% of the $BREAD trading fees on $HOOD will be allocated to solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump token during our 1st epoch.
Clock In, Hold Bread, and Enjoy the Harvest.
Mancer is going absolutely crazy!
Smashing ATH after ATH! Congrats if you are still holding! Congrats to @MichaelHirsch for getting @MancerXYZ live!
I think the blue chips of Robinhood are pretty evident, Whole solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump eco will take off
I personally like these two and @uponrh from the special projects
A lot of new opportunities will come, all you need to do is pay attention
Robinhood Chain (RH) activity is spiking (9/1/26):
Transactions hit 13M y'day; if you exclude the single 27M outlier then this is a new ATH for daily activity
Network revenue also exceeded $1.2M in 24 hours (Arbitrum eating well on the 10% kickback) as PONS became the first RH app to surpass a millie in a day
Latest RH Chain developments:
1/ @ponsdotfamily: Launchpad. 30% of all PONS supply has now been burned as 80% of all revenue goes to buying back the token; y'day's fees flipped Pump with ~7 figs
Token is in price discovery as @cryptogle enters as joint top holder alongside @theunipcs with > $5M position... PONS also commits loyalty to the RH ecosystem
2/ @ClutchMarkets: Stonkbrokers ecosystem. StonkLauncher now allows memes to launch directly against Stock Tokens once sufficient liquidity is locked in its Safety Deposit Box.
GLD and Webull are already enabled, with all 196 stocks potentially unlockable. Moonbirds also joins Meebits, Good Vibes Club and Normies as upcoming Stonkbrokers collaborations
3/ @TheIndexFi: Stock rewards. INDEX converts its 3% trading fee into a basket of 18 Stock Tokens distributed automatically to its 20K+ holders
Still one of the clearest examples of trading activity becoming direct equity distribution rather than protocol treasury value
4/ @MancerXYZ: DEX aggregator. Mancer is now publicly live rather than gated beta, offering instant swaps, limit orders and recurring buys while assets remain self-custodied until execution
It reported more than $465K of fills shortly after opening as it guns for the Jupiter role on RH... seeing chatter that this is a clean agg and worth watching closely as fragmented liquidity becomes an increasing problem with demand outpacing tokenized stock supply
5/ @SinjohDeFi: Programmable capital. The Piggy/Yield Bank mint extends Sinjoh into financial NFTs funded through sales and INJOH fees, with the underlying capital deployed into LP and staking strategies
More than $26K of PONS and NVDA has also now been distributed to INJOH holders
6/ The @longdotxyz eco continues to explode as 16% of all NVDA OI on @Lighter_xyz is now backing NVDA3x NAV as "DEMOTHREE" hits $5M market cap for the token launched with ths 3x exposure
MOO (paired with Micron memory stock) taps $20m before retracing as it positions for the unaffiliated Micron memory mascot, other recent pumps include:
INCEL - INTEL
SPACEHOOD - SPCX
SAYLORMOON - MSTR
PLTR - PLTR
Subscribe to my free newsletter and I'll drop a broader list in there today.
7/ @RamsesExchange fees rocket to $343k in the past 24 hours driving attention to the token which now hit $18M before retracing to $9M. DEXs or liquidity aggregators appear to be the next infra being bid behind the Launchpad runners
8/ @pairdotfund: RWA launchpad. Public launch with AWS support after V5 reported $26M volume, 160K trades and $180K creator rewards. Tokens can launch against baskets of up to five canonical stocks using permanently locked Uniswap v4 liquidity
9/ @RobinhoodCrypto: Stock Token Distribution/accessibility. Another 100 Stock Tokens are now live, taking the available universe above 190. More assets create more possible meme pairings, but also make liquidity routing and reliable price discovery significantly harder
Note: please ensure you check the list before aping tokens as there are fake tokenized stocks being minted that are pure memes... scammers are raising their heads
10/ @OrderlyNetwork: Perp infra. Orderly is now live on RH, allowing teams to deploy their own perpetual DEX rather than build the underlying orderbook and settlement infrastructure from scratch
As derivative infra (options, perps etc) become available this is going to increase the liquidity and capital that will enter the eco which will push eco token prices to price discovery
9/ @maplefinance: Credit. syrupUSDG and syrupUSDC are now live on RH, with Steakhouse approving syrupUSDG as collateral. This begins connecting the chain’s expanding stablecoin base to institutional credit markets
10/ AI Agents can now trade crypto in the RH app... combine this with the rumours that a social trading app is going live soon + this could be an insane catalyst for the RH eco
Relevant RWA Side note:
Competition is heating up as @LaunchOnSF launches meme paired with penny stocks, powered by STONK. Worth moniotiring the launches out of that eco too...
Feels like the Base + Solana rivalry from the AI meta is resurfacing between Solana + RH for RWAs
OBSERVATION: STOCK TOKEN LIQUIDITY
The weekend squeeze meta is now becoming infrastructure. StonkLauncher requires locked equity liquidity, PAIR spreads exposure across stock baskets & Mancer routes across fragmented venues
onchain demand is growing faster than usable Stock Token float; The protocols that source, lock and route that liquidity may capture more durable value than the memes creating the demand
Which new RH protocol or token am I missing? I’ll append it below or include it tomorrow
Disclaimer: This is not financial advise & not an endorsement to buy any of these financial assets. I am purely tracking developments in a fast evolving ecosystem for information purposes only
The past 48 hours have been pretty nuts on Robinhood (RH) Chain...
203k wallets now hold tokenized equities (+46% in 3 days)... an inflection point in distributing equities to new holders
"Float squeezes" fast becoming a w/e fiasco as penny stocks become prime targets for onchain trenchers
Latest RH Chain developments:
1/ BONER/HIMS: Stock meme. BONER (Fartcoin of RWAs?) absorbed roughly 81% of available HIMS tokens, which traded 37% above its underlying share price - see my longer post on this below & why this will become increasingly important
2/ CINEMA: Stock meme. An isolated AMC pool traded at multiples of spot as CINEMA token pumped
3/ @ArtificiallyInu: Stock meme. 23% of RH’s NVDA supply now backs AI; degens gunning for that "Board Sit"... as more projects launch memes to pair with other (smaller) tokenized equities this drives value back to the AI (Long) eco so worth paying attention
4/ @ponsdotfamily: Launchpad. Insane run as Market cap now > $400m as leading protocol on RH. 63% share; cbBTC pairs, $5.3M fees, $1M revenue + now perps available to help large holders hedge their downside, but also onchain squeeze hunting commences?
5/ @fablesfi: RWA DEX. TVL doubled to $2.24M; fees reached $16K. PROLOGUE token is a prequel to the Fable token afaik. Check @MCGlive show this weds for large catalyst - could become the Aerodrome of RH
6/ @longdotxyz: RWA DEX. Passed $210M volume, including $90M through NVDA; now has $5M in TVL across all its RWA pools h/t @Natan_benish
7/ @prismassets: RWA marketplace. Prism Assets will add tokenized antiques (nice) soon to bolster its 2k+ RWAs tro trade including uranium + other exotic assets
8/ @arcus_xyz: Exchange. Beta crossed $2B volume; 1,674 active perps traders as the contrinutors from DyDX create this RH focused primitive
9/ @Lighter_xyz: Perpetuals. Chainlink partnership bolsters RH distribution for perps; RH volume rebounded 44% as L()ong teased integration + excited to see broader offerings on private company stocks (OpenAI just the beginnig)
10/ @virtuals_io Agent platform. $270M RH volume; co-authored policy-wallet standard ERC-8196; essentially could see a lot more agentic activity on RH chain as agents plug into new protocols...
Still believe this is a HUGE opportunity for agentic first protocols to start deploying solutions on RH. Seeing copy trading bots emerge but there's so much more to offer!
11/ @scalarliquidity: Liquidity. SCL launched via v4[dot]fun; holders receive 0.4% trading fees. LP protocols are gonna become increasingly important give the w/e activity!
12/ @NetNetCap: Treasury. Crossed $5M; $2M now sits in tokenized equities. new market on Longbow lend also for wsNET/USDG to facilitate broader credit markets
13/ @Uniswap: DEX. $5.5M daily fees; TVL reached $134M as V4 hooks become a fundamental innovation driving a lot of acrtivity on RH around tokenized stocks
14/ @gmgnai: Trading terminal. RH fees rose 38% to $1.3M daily. Trading apps (particularly Fomo / Pump) are driving a lot more interest in onchain. The uPNL for FOMO could possibly become the preferred avenue for plumbers as it incentivized longer hold times
15/ @giga_dex: DEX. Genesis scheduled today; daily volume reached $24M; another liquidity alternative to look into
16/ @MosaicETF: RWA baskets. Expanding from RH to Base, BNB and Solana - multi chain with more assets available could be a reasonable play long term
17/ @Tangem: Wallet. Added RH support, ATM cash-out and zero-fee Pay Plus. Large additional distribution to broader users
18/ @uponrh: Liquidity DEX. $112K fees, $74K revenue; TVL reached $8.5M; already plugged into the Clutch/Stonbroker eco
19/ @thicket_rh: GPU network. 1,183 active nodes within its first 36 hours; certainly something a bit different leading the DePin charge on RH
20/ @GwoodFinance: Neobank. Beta walkthrough scheduled today with its live product on @MCGlive ; fast becoming a great source of insights
21/ @ClutchMarkets: aka Stonkbrokers. Trading stack. Reveals STORMM + leverage machine = permissionless options-underwriting layer where tokenized-stock holders sell volatility to degens
22/ @longbowlend: Credit. Crossed $60K TVL and $11.6K active loans with whales positioning for what could be a leading credit layer opportunity - recent addition is wsNET/USDG
23/ @deltaliquidity: LP manager. Partial withdrawals, deposits, charts and PnL fixes shipped. More competition emerging here but it's clear from the "Float squeezes" that LP protocols are going to be key
24/ @letscashfun Launchpad. Emerging alt launchpad with custom supplies now range from 1B to one quadrillion
25/ @RamsesExchange: DEX. Fees jumped 55% to $74K; TVL reached $2M. Popped on my radar today, currently multichain afaik but new token worth monitoring
26/ @RadioSharing: social deployment layer. BANKR of RH goes live
27/ @Pons_Factory: Launchpad on Pons. Provides automatically pairing with leading Pons token. Could be interesting value accrual to PONS. Just released "Paste a tweet, launch a token"
28/ SPACETIME. Meme on Pons. The original name of Robinhood caught the attention of the timeline.
Alpha: @umia_finance is coming to market with what I expect to have a number of high value projects coming through their pipeline (including RH chain)
OPPORTUNITY: LIQUIDITY DEPTH
The warning is that user growth is currently outrunning available onchain float... so flip that into an opportunity; protocols providing productive Stock Token liquidity
Float squeezes creates volume and fees, but also creates broken pegs, fragmented prices + weekend markets that can detach violently from their underlying shares
Which material protocol or Stock Token experiment am I missing? I'll append below or include tomorrow
Let me know below in the comments if you want a spreadsheet of all the tokenized equity/ meme pairs - i'll include in my newsletter tomorrow if so
The Thesis is simple
We developed STORMM because it makes Stock Tokens on Robinhood Chain the best financial asset in the industry for yield and TradeFi Solutions.
This is the path to mass adoption.
Read article for more details
Wintermute and Coinbase Prime Take Over $FARTCOIN Liquidity.
The on-chain flows for $FARTCOIN look like a major mid-cap altcoin right now.
Over the last 8 hours, Tier-1 MM Wintermute has executed massive two-way flow, transferring nearly 3M tokens (~$620K) between their internal desks and Kraken to manage active liquidity spreads.
Institutional custody is waking up. Coinbase Prime just pushed 1.57 Million tokens ($328K) into Coinbase Hot Wallets.
a classic sign of fulfilling OTC client demand or distributing liquid float.
$FARTCOIN is rebounding around $0.21 today with massive volume.
When MEV bots are trading $300K blocks and tier-1 market makers are running the order books, the spot liquidity is officially institutional-grade.
Injective's onchain revenue is picking up steam, entering into the top 10 for major blockchains.
Injective also created a unique community buyback mechanism which directly uses onchain revenue to buyback and burn $INJ every month, creating a flywheel for value accrual.
$BTC is trying to reclaim the entire weekly EMA cluster (50/100/200) in one go.
Historically, once the price gets above this cluster, it stays above it for quite some time.
Decision time.
$INJ
Held lower support and now breaking through resistance with strength.
Potential early signs of bullish trend starting here.
Impulse up - consolidation/reaccumulation - continuation. Above orange line is good territory for buyer confidence.
⚠️ALERT: Sandbox hit by a major security breach as attackers mint 49B of unbacked $SAND, compromising its ENTIRE liquidity across BSC and Base.
The team has confirmed the exploit and isolated SAND liquidity on BSC and Base, while disabling bridging to and from both networks.
Sandbox is preparing a compensation plan for affected LPs and urges users to avoid interacting with SAND on BSC and Base until further notice.
GRAYSCALE BUYS ANOTHER $1.53M LINK
Grayscale’s $GLNK ETF received 132.95K $LINK (~$1.53M) from Coinbase Prime six hours ago.
The ETF now holds 10.66M $LINK, with ~$124.16M in AUM.
Address: 0xe33Bf747197B3c73650E40E3e9024AE5548E0aA7
The Stonkbrokers launchpad is officially live.
I focused on three main things with this launchpad
1. Data : simple easy readable data for users to identify features and supply structure of tokens that they speculate on.
2. Options : multiple options for deployers and creators to monetize and effectively execute their launches.
3. Simplicity : this Robinhood launchpad has a very simply interface and its own website (https://t.co/lPYTb98U6B)
You may notice the ICO bar at the top when that bar hits $1,000,000 it will randomly purchase a top token on the launchpad.
Let’s (slow) cook
Clutch mode activated
$PENGU was 1 of the top performing memes in 2025 and I think it's going to do great when risk on conditions continue. I have a bag that I plan on holding for many multiples and I believe the bottom is in. Higher.
just dropped a thesis on fomo
market's bullish, trenches are hot, memes are pumping
highest performing memecoin of last year was solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv
it's looking like that's going to be the case, again