the-juggernaut:native pulled back a bit more than I expected, partly due to the sell-off in cash-cat:native as well.
That said, despite Robinhood’s positioning around RWAs, I believe it will still need a strong meme ecosystem, just like Base, Solana, and BNB Chain, to attract liquidity and retail users.
We’re still incredibly early.
In my opinion, this is probably one of the best entries you’ll get.
One thing we’ve clearly seen is that the market hasn’t been able to sustain multiple on-chain projects pumping at the same time.
Instead, liquidity has been rotating from one project to another, or even from one blockchain ecosystem to another.
We’ve seen it with Solana → Robinhood, then Base ↔ BNB Chain, and the rotation continues.
Once liquidity starts expanding instead of just rotating, that’s when the broader market can really enter its next leg higher.
Over the past few weeks, we’ve clearly seen that liquidity across crypto has been relatively thin, although I believe it’s only a matter of time before it starts expanding again.
What I want to see is this combination:
- TOTAL trending higher (the entire crypto market expanding);
- USDT/USDC market cap increasing (fresh fiat entering the ecosystem through new stablecoin issuance);
- USDT.D and BTC.D trending lower (capital rotating into higher-beta assets and the market shifting to risk-on).
That’s when you typically see liquidity spread across the market, more projects start outperforming, and the next broad upside phase begins.
I think we’re closer than most people realize.
A rising stablecoin market cap usually suggests fresh capital is entering the crypto ecosystem, or at least that more capital is being positioned to deploy.
Over the past few weeks, we’ve clearly seen that liquidity across crypto has been relatively thin, although I believe it’s only a matter of time before it starts expanding again.
What I want to see is this combination:
- TOTAL trending higher (the entire crypto market expanding);
- USDT/USDC market cap increasing (fresh fiat entering the ecosystem through new stablecoin issuance);
- USDT.D and BTC.D trending lower (capital rotating into higher-beta assets and the market shifting to risk-on).
That’s when you typically see liquidity spread across the market, more projects start outperforming, and the next broad upside phase begins.
I think we’re closer than most people realize.
one big break is all you need
just one
but you won't find it by disappearing and suddenly stumbling onto the perfect opportunity
you'll find it by locking in
by being terminally online
by staying in the trenches every single day
and by consistently paying attention and acting on new opportunities
even after taking loss after loss
@flewTrades The same thing is happening with $CASHCAT and many of the smaller beta plays.
I think it’s more of a broader crypto investor sentiment than a project-specific issue.
$PONS accounted for over 50% of the combined trading volume across all Robinhood Chain launchpads over the past 24 hours.
After running to a $15M market cap, it’s now pulling back to around $4–5M.
This is the kind of dip you want to be buying, in my opinion
If you are building on top of @ponsdotfamily I want to hear about it and see how I can support the teams on the technical side of things
Also happy to hear more feedback on the web app. My DMs are open and i'm trying to go through all DMs one by one
$PONS accounted for over 50% of the combined trading volume across all Robinhood Chain launchpads over the past 24 hours.
After running to a $15M market cap, it’s now pulling back to around $4–5M.
This is the kind of dip you want to be buying, in my opinion