PoBoySandwich

[PoBoySandwich @PoBoySandwich00]

@farokh Eleven Madison Park

[PoBoySandwich @PoBoySandwich00]

@KeyboardMonkey3 KBM 🐐

[PoBoySandwich @PoBoySandwich00]

@rasmr_eth guy is a clown and epitome of what's wrong with this space @pointfarmcap

[PoBoySandwich @PoBoySandwich00]

@_bolivian This gotta be AI or SI I don’t even know anymore wtf is going on

[PoBoySandwich @PoBoySandwich00]

entire timeline flipped bearish

[PoBoySandwich @PoBoySandwich00]

@ChrisCoffee Higgsfield squashed this PvP already…

[PoBoySandwich @PoBoySandwich00]

@CookerFlips @theunipcs @Jelitics @MoneyLord @_TJRTrades This mother fucker said “prob” at the end like he’s all cute and shit

[PoBoySandwich @PoBoySandwich00]

@fbgThanos Pretty sure consensus is rh chain is dead…

[PoBoySandwich @PoBoySandwich00]

@papertrade_xyz we're all getting liquidated on 10.10 again.

Thank you @papertrade_xyz for making trading great again.

[papertrade.xyz @papertrade_xyz]

10.10.2026

[PoBoySandwich @PoBoySandwich00]

@osf_rekt I look forward to the streams daily fren, so thank you. <3

[PoBoySandwich @PoBoySandwich00]

@MoonOverlord robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 robinhood:0xab093def657f15df31b33922a95e047add645b29

[Nate @Natan_benish]

Breaking this down.

This upgrade is helping AI, the largest stock pair in the space, cement itself as the canonical pair of the RWA economy.

Under conservative growth estimates, NAV in the AI vault should double in the coming weeks.

Two things we’ve realized:

1. Holders already view AI as proxy exposure to RWA growth

2. The community vault has become a big part of AI, and the idea of playing the long term game through compounding is the main meta pattern of LONG

It’s clear to everyone that without AI, stock pairs would never have taken off.

This upgrade helps create a completely new asset class, something that has never been done before, and establishes a clear connection between the increased RWA activity on @RobinhoodCrypto chain that LONG is driving and the growth of AI.

I also want to emphasize that we are going to triple down on our support for all top pairs on LONG. Starting with new community vaults that we will make available for ALL past pairs, and much more.

AI is the BTC of RWAs, but we will have many more generational pairs with their own unique narratives (and we see them already!!!).

LONG.

[LONG() @longdotxyz]

We’re building the financial layer for stock communities onchain.

→ Introducing LONG 500.

Our goal: the S&P 500 of tokenized stocks. Compounding $AI into the most diverse community-owned reserve on @RobinhoodCrypto chain.

Every new stock-paired launch now contributes stock-token fees directly to the $AI Community Vault.

With 70+ tokenized stocks supported on LONG, each new stock community brings another source of accumulation into the reserve.

As LONG’s stock ecosystem expands, more markets contribute to what $AI is building.

$AI holders gain a reason to discover and support new stock communities. Creators gain a connection to an established audience whose reserve benefits from their activity.

This upgrade also includes a new buyback system for new pairs that can be triggered by anyone 24/7.

Here’s how it works:

→ 5% of stock-token fees from new stock-paired pools goes to the $AI reserve.
→ Another 5% funds buybacks and burns of the token paired with the stock.
Automatic LP compounding continues. Creator fees remain unchanged.

The same activity builds your market’s liquidity, buys back and burns your token, and adds stock assets to the $AI reserve.

Build your own community while giving an established one a reason to root for you:

That is PvE.

Following community requests, upgraded community vaults for ALL past pairs are also planned, with additional features.

A reason to root for every new launch, while compounding what we’ve already built.

LONG.

[Conviction @ArtofConviction]

https://t.co/YLbKnllOyx

[Nate @Natan_benish]

Wanted to run a proper tweet where I cover many questions regarding LONG. Bookmark this, it’s going to be quite in depth.

Before I start, I want to clarify that this is an educational effort. One of our core values with LONG is not to look down on our users but actually equip them with the right knowledge and prove another type of playbook can exist in the space.

There is no reason for us to be defensive(esp not on tech) LONG proves itself every day and we will keep doing so. I also think there is a fine line between slightly disingenuous FUD vs critical thinking, so pay attention to it as well.

#1 Why is LONG optimizing for liquidity as the moat with stock pairs and generally?

Main problem in the space = not lack of motion but lack of stability (that drives rotation and lack of conviction)

Deep liquidity solves two things: bundling and supply control are very expensive + the market can absorb extreme periods of volatility.

Deep stock liquidity creates a black hole or a magnet where a LONG pair effectively becomes a secondary market for the tokenized stock and keeps a high % of circ (demonstrated in many pairs)

This is the biggest pure “DeFi” flywheel and is similar to how network effects evolve around lending protocols, DEXs like Uniswap and so on. Stock liquidity is a moat that enables users to become “market makers” and share the upside of any downstream effect coming from it (increased trading activity on the stock itself, any new utilities like lending, and simply being a source for arb)

#2 How exactly are stock pairs correlated with their underlying stocks?

DEX pairs have a sell side and a buy side. With stock pairs, the buy side is the new token and the sell side is the tokenized stock. When the stock goes up, the USD value of stock liquidity goes along with it. This is exactly how majors were able to bootstrap the trenches in the early days of Sol + ETH. The major or stock going up = the Fed printing new money supply or giving stimulus.

In practice:

- If the stock went up by 20%, there is now 1.2x more stock liquidity in the pool, so selling the same token amount will give 1.2x more in USD value(rule of thumb)

- This also means the impact on the chart is becoming smoother

- What makes it more impactful is the depth of liquidity. If it’s 10k worth of total stock liquidity, it wouldn't matter because a 5k trade will drain the pool completely

-LONG pairs are not just super liquid generally, they are also ranked as the largest sources of stock liq for the tokenized stock pools(AI is the 2nd largest source of NVDA on RH)

#3 Two sides of the same coin: How do arbitrage and price coupling actually play out onchain when the stock price rises?

Something VERY important to keep in mind. AI priced in NVDA and NVDA priced in AI are two sides of the same coin. You can’t have a significant depeg between the implied price of NVDA in AI vs NVDA in USDG, and the same applies to AI in NVDA vs AI in USDG.

Take the following scenario: NVDA just went up by 5%, the oracle updates immediately, and now there are 2 sec for the new NVDA price to update onchain. An arb race starts:

1. Arb starts with buying AI on the AI/USDG pool (front-running on a stale NVDA price)

2. AI is being sold on the AI/NVDA pool, receiving NVDA

3. The arb bot now holds X NVDA they bought at a discount

4. The arb profit depends on how fast they can sell it on the updated NVDA/USDG pool + an optimized sell size

This is a bit of a simplistic flow because, in effect, this is happening 24/7 and AI/NVDA is effectively a coordination mech to keep prices in sync.

The more NVDA liq there is on the AI/NVDA pool, the more predictable this arb can be and the more “utility” builds into AI/NVDA just by being a large source of liq. This is not simple reflexivity but more of a compounding long-term game.

Exactly the same effect takes place when NVDA dumps, but in this case it’s actually helping the AI (USD price) absorb volatility in a much smoother way (happened a few weeks ago when NVDA had the 1st 7d down streak since ‘22 and AI actually went up)

one can think about what might happen when we drop the assumption that the price of onchain NVDA or any stock follows the stock market, and the price of onchain NVDA is actually driving the arb offchain (I’ll leave it as an exercise for the readers)

#4 The LONG term game is dist >> fee capture/dividend

The only way for an asset like AI to go up is having consistent flows of net new marginal buyers that are willing to buy at a higher price. This is typical growth. Every single incentive we can place on top of it gets stronger when the asset becomes bigger.

A good way to think about it is stock dividends. An early-stage stock that starts handing out dividends over reinvesting into higher growth is simply sacrificing these gains.

Having an asset like AI at 1b would be correlated with the ability to capture more value back to holders, whether through “dividends”, voting rights or NVDA accumulation. It won’t necessarily be a 50% APY but more similar to 1-3%, with real size (NVDA did 6b in dividends last quarter and it was just $0.25 per share)

#5 Why do AI pools with USDG and ETH have so much vol and is it good?

Part of it goes back to my prev point regarding arb, the other part is also all sorts of AI pairs.

Having an AI/AI-pair makes it cheaper to go from USDG→AI→pair vs USDG→NVDA→AI→pair.

A few immediate positive effects:

1. We already internalize this effect with AI pairs as fees remove more AI from circ regardless of whether it was routed via the main AI/NVDA pool. It also locks more AI in uncorrelated pools

2. More vol = more fees to external LPs = higher incentive to provide more liq to back AI on any pool

There is no perfect fee/hook that can fully eliminate it (and it might be undesirable) for two reasons:

1. If we were to relaunch AI with 0.15%, anyone can still set up a pool with a 0.1% fee. These undercuts are very common and it’s a race to the bottom type of situation

2. You need extremely centralized and active LP management. I don’t think anyone would have wanted LONG or any launcher to have the option to just rug the entire LP

#6 Is it possible to 10x NVDA accumulation or have more fee and vol capture ?

Yes! Take, for example, some of our more active LP actions: we’ve added 200k worth of NVDA as a sell wall on the AI/NVDA pool. Yesterday we did something similar with 200k worth of LongX assets. Adding these into the community vault, for example, would have increased the total NVDA worth by 2x.

There are dozens of other ways to do it with more sophisticated mechs. And it reminds me of the early days of the vault when users asked why we didn’t just use a buyback vault instead.

This goes back to my prev point: the potential of monetization via fees is capped by the size of the asset. Anything we can do today to grow AI will pay 10x more in the future when we would want to start rolling it out.

#7 “If you don’t know where the yield is coming from, you are the yield” Why is LONG not supporting reflections out of the box?

Note that all of the prev points about how easy it is to undercut high-tax pools, how liquidity capture is the moat, and how organic non-incentivized growth is the real key apply even more strongly to the typical reflection mech.

We think the sort of DeFi summer APY maxxing is a not part of our vision of stock pairs. We want users to buy early and hold, not because they can farm fees (which can be done on any yield-style protocol even a stable pair)

We want them to buy and hold because they want to align with the stock and grow a movement around it.

Generally:

High-yield products in crypto have ended up dying

The PMF for yield is actually super solid yield (the biggest vault on RH is USDG with 3% APY)

I think this is a bit like creator fees. Incentivized vol over sustainability, and it’s so damn easy to just buy 20% at low FDV and have a no-lose option forever, then dump to move to the next as vol decays.

Hope you were able to go through it! :)

LONG.

[PoBoySandwich @PoBoySandwich00]

@tentaclepapi @Cloverx8888 You expect this to be easy anon?

[PoBoySandwich @PoBoySandwich00]

@isellbeforeyou

[PoBoySandwich @PoBoySandwich00]

@tyfloki @fomo