AlexBob

- Crypto Degen
- Onchain Research

Robinhood Maximalist

[AlexBob @RealAlexBob]

$PONS UPDATE

Over the past 24h:

> Volume: $19M, -21%
> Fees: $200K, -20%
> Revenue: $31K, -24%
> New launches: 765, -30%

All numbers keeps dumping

$245K available for buybacks & burns. 0.13% of total supply

Bought & burned, last 24h:

> 86K PONS
> 0.008% of total supply valued at $16K

Cumulative volume: $17.52B

[AlexBob @RealAlexBob]

$PONS UPDATE

Over the past 24h:

> Volume: $24M, -22%
> Fees: $250K, -9%
> Revenue: $41K, -14%
> New launches: 1.1K, -8%

All numbers declined

$240K available for buybacks & burns. 0.13% of total supply

Bought & burned, last 24h:

> 87K PONS
> 0.008% of total supply valued at $17K

Cumulative volume: $17.5B

[AlexBob @RealAlexBob]

Robinhood Onchain Flow | Nov 6

🟢 Buyers:

> $ORBIO +$269K
> $PONS +$252K
> $HOOKR +$152K
> $HMM +$86K

🔴 Sellers:

> $NET -$139K
> $AI -$66K
> $CASHCAT -$59K
> $MEME -$58K

Net flow = USD bought - USD sold

[AlexBob @RealAlexBob]

Robinhood Onchain Flow | Nov 5

🟢 Buyers:

> $STANDARD +$78K
> $UBIK +$19K
> $HARMONIC +$17K
> $ZZZ +$14K

🔴 Sellers:

> $PONS -$18K
> $HOOKR -$16K
> $INDEX -$9.5K

Net flow = USD bought - USD sold

[AlexBob @RealAlexBob]

@iliyasubabs1 Big.

[AlexBob @RealAlexBob]

$PONS UPDATE

Over the past 24h:

> Volume: $24M, -22%
> Fees: $250K, -9%
> Revenue: $41K, -14%
> New launches: 1.1K, -8%

All numbers declined

$240K available for buybacks & burns. 0.13% of total supply

Bought & burned, last 24h:

> 87K PONS
> 0.008% of total supply valued at $17K

Cumulative volume: $17.5B

[AlexBob @RealAlexBob]

$PONS UPDATE

Over the past 24h:

> Volume: $31M, +29%
> Fees: $275K, +35%
> Revenue: $48K, +55%
> New launches: 1.2K, +31%

All numbers printed green

$227K available for buybacks & burns. 0.12% of total supply

Bought & burned, last 24h:

> 104K PONS
> 0.01% of total supply valued at $23K

Cumulative volume: $17.47B

[AlexBob @RealAlexBob]

Early Robinhood builders capitulating

robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791, the project meant to be Meteora of Robinhood Chain

Wallets linked to the deployer are dumping. Token is down 40%

One sold $31K, PnL only +$10K. Professional roundtripper

@deltaliquidity maybe you should explain to holders what's happening

Hope Vlad didn't mean such builders when he talked about support lol

[AlexBob @RealAlexBob]

@cheuk_baby they can move funds manually as they did earlier

[AlexBob @RealAlexBob]

$PONS daily buybacks -95% since early Oct
Why ↓

Daily buybacks dumped hard from $250K → $16K

Buyback pool is almost empty:

> Only $76K left in the buyback splitter
> Old pile almost gone

BUT $167K sitting unclaimed in escrow

Ozzy said the claim was made automatic, but $167K is still sitting unclaimed
The automatic claim didn't trigger

Anyway, when these funds hit the splitter buybacks will return to $35K-$45K daily

@MEADGod, the claim button seems to be stuck

[AlexBob @RealAlexBob]

Ozzy dropped $PONS x Robinhood signal. CT missed it

@tentaclepapi said RH is ignoring the builders and not supporting the chain

@Nobi replied that it's not that simple

> A lot is happening behind the scenes
> Robinhood is playing safe because of regulation
> Chain is still extremely early

Ozzy saw that and posted "STAY THE COURSE"

11k views. Almost nobody caught it

That's a clear signal for me

STAY THE COURSE 🚢

[AlexBob @RealAlexBob]

$INDEX vs $BUCKET vs $SNP. Who's winning the stock token meta?

Three main stock token plays on Robinhood Chain

@TheIndexFi

> First mover. Biggest mcap and historical payouts
> Has the Robinhood/Vlad connections
> Fixed the payouts and flywheel kinda working again

@RealBucketShop

> Solid #2. Can't get out of INDEX shadow
> Fixed payouts first and the product really works
> Building the whole eco: custom buckets, cards, pad and others

@standard_notion

> Smallest and newest
> First token on URC-5
> INDEX but without volume leaking problem. All fees go to holders

My take ↓

Index has volume gap problem, so the price looks good still
SNP is too early, but the tech is cleaner
Bucket is fine, but I don't see it overtaking Index

NFA DYOR

[AlexBob @RealAlexBob]

@0xSlyth no, wating for claim and beginning of new 7-day burn cycle

[AlexBob @RealAlexBob]

@leext34 yes.

[AlexBob @RealAlexBob]

Robinhood Onchain Flow | Nov 5

🟢 Buyers:

> $STANDARD +$78K
> $UBIK +$19K
> $HARMONIC +$17K
> $ZZZ +$14K

🔴 Sellers:

> $PONS -$18K
> $HOOKR -$16K
> $INDEX -$9.5K

Net flow = USD bought - USD sold

[AlexBob @RealAlexBob]

All-in-one hub on Robinhood Chain

Perps soon
1B soon

[Pons @ponsdotfamily]

Holdings, earnings, and soon perps.

Pons profiles. Your portfolio, all in one place.

[AlexBob @RealAlexBob]

Vlad's AMA described a chain that needs $PONS

Stocks + memes + AI agents + permissionless apps

Infra alone is not enough

The chain needs places that bring users and volume

Pons is the main launchpad on Robinhood Chain rn

Keep creators, volume and users coming and it stays the main hub

If RH Chain becomes a real bridge between TradFi and crypto, the apps that have users and volume early will take most of the upside

PONS is one of them

[AlexBob @RealAlexBob]

$INDEX payouts stabilized. Volume gap remains

Distributions are running on fixed 36h cycles now
Recent ones:

> Nov 6: $1.3k, 4032 wallets
> Nov 4: $2.1k, 4049 wallets
> Nov 3: $1.4k, 3996 wallets

Next big thing is closing the volume gap ↓

> A lot of INDEX volume bypasses the V4 fee hook
> Those swaps don't fund distributions
> Team already stopped pools from collecting payouts

The real fix is coming

Once more volume feeds the protocol, payouts get much bigger

[AlexBob @RealAlexBob]

$PONS listing on Robinhood. When?

Bonk Guy asked Vlad a really good question yesterday

But no answer..

Meanwhile Pons:

> Still 80%+ launchpad marketshare
> $17B total volume
> Closest to hitting ~$1B

This listing makes the most sense imo

It wouldn't only support the leading pad on the chain
It'd also show other projects that they have a real chance for listing on Robinhood

Or do you have other candidates for RH listing?

[AlexBob @RealAlexBob]

Robinhood CEO AMA Recap | 11.05

Vlad on Robinhood Chain:

> Robinhood Chain will become big. Real-world assets and crypto. "That opens the door for the whole space to grow by orders of magnitude"

> Stock tokens = foundation. Hooks and memes people build on an open chain are the creative layer. "Love it"

> Culture + utility both matter. "Culture gets people in the door. Utility is why they stay"

> Focus for builders: real users with real problems. "The big wins come from making onchain feel like normal finance for normal people"

> They're working on showing trending native tokens more often in Robinhood App and Wallet

> "Privacy will matter more as more real-world finance moves onchain"

> Agents are live with stock tokens. Permissionless. "Agents will be a big part of how people use onchain finance"

> More grants coming soon

[AlexBob @RealAlexBob]

$PONS UPDATE

Over the past 24h:

> Volume: $31M, +29%
> Fees: $275K, +35%
> Revenue: $48K, +55%
> New launches: 1.2K, +31%

All numbers printed green

$227K available for buybacks & burns. 0.12% of total supply

Bought & burned, last 24h:

> 104K PONS
> 0.01% of total supply valued at $23K

Cumulative volume: $17.47B

[AlexBob @RealAlexBob]

$PONS UPDATE

Over the past 24h:

> Volume: $24M, +9%
> Fees: $204K, -12%
> Revenue: $31K, -6%
> New launches: 916, -24%

Volume printed green while other numbers declined slightly

$225K available for buybacks & burns. 0.1% of total supply

Bought & burned, last 24h:

> 180K PONS
> 0.018% of total supply valued at $38K

Cumulative volume: $17.44B

[AlexBob @RealAlexBob]

@vladtenev AMA RECAP | 11.05

> Robinhood Chain can become big. Real-world assets & crypto. "That opens the door for the whole space to grow by orders of magnitude"

> Stock tokens are the foundation. What people build on an open chain (hooks, memes) is the creative layer. "Love it"

> Culture + utility both matter. "Culture gets people in the door. Utility is why they stay"

> Focus for builders: real users with real problems. "The big wins come from making onchain feel like normal finance for normal people"

> They're working on showing trending native tokens more often in Robinhood App and Wallet

> "Privacy will matter more as more real-world finance moves onchain"

> Agents are live with stock tokens. Permissionless. "Agents will be a big part of how people use onchain finance"

> More grants coming soon

[AlexBob @RealAlexBob]

@Theownero1 Compliance is probably the main reason
Until volume comes back it's hard for builders anyway