JHONY

[Pistis @weconomypistis]

Arc 整体TVL 在不断增长，但是 生态项目过去 7天 整体走势 偏低���，基本所有的项目都回调严重，尤其是一些明星项目，下面我整理几个 在 Arc生态掘金群 讨论热度高的项目，做个介绍和回顾

$ARGUS $15.8m, Arc生态的绝对龙头, 市值第一的launchpad，过去7天回调严重，从最高点 $30m 回调到 $15.8m @Arguspad

$TOLLY $4m, Arc生态mc 第二的launchpad，仍��是冲高回落严重，最高点冲到 25m，目前arc生态还处于早期，谁是第一的launchpad 仍有变数 @TollyLabs

$FUCI $117k, Arc上的agent market，符合arc生态的x402 和agent payment 定位，价格过去几天一直在 100k-250k之间浮动，波动较大，流动性少 @fucidotfamily

$ID $36.3k, Arc上 的 agent reputation 层，刚需但需要用户数，发行2天，看看后续的走势 @arcus_id

$MURMUR：Arc上争议最大的fruit-fly项目，有的人喜欢dev的 geek精神，有的人觉得 项目太难懂了，且token 赋能不足，dev独舞，市值从最高点2m 回落到 $270k ，喜欢果蝇，想抄底的看过来 @murmur_arc

$ARGUSPAY $10k, 非常早期的 usdc 支付项目，可以把 usdc支付给 social 账号如x money，github 等，是arc生态的基础支付组件，认可arc的usdc的故事，可以看看，主要是战略符合，价格低廉 @ArgusPay

$COOL $754k, Arc生态最正宗的meme, 如果喜欢meme 在arc上，这是最solid的 @usdciscool

$ARCANUS $140k, Arc上的隐私龙头项目，项目开发了 各种隐私应用，如浏览器等等，如果喜欢usdc+隐私，可以关注下

随着 Arc 持续推进其作为“互联网经济操作系统”的愿景市场资金后续也会 逐渐从纯粹的盲目炒作，向有实际协议收入回购以及核心符合Arc战略主题的项目涌入，当前arc生态还是非常早期，patient .

加入 在 Arc生态掘金群(https://t.co/mWfBqoesHQ) 跟我们一起挖掘100x的回报

[Our Crypto Talk @ourcryptotalk]

Pick one from each narrative.

𝙎𝙪𝙗 100𝙈 𝙂𝙚𝙢𝙨 💎

RWA: $CFG / $RE / $CPOOL

DeFi: $KMNO / $INDEX / $FOLKS

DeAI: $SERV / $DOT / $CODEC

L1: $PROS / $NOCK / $CKB

DePIN: $ACU / $IO / $AUKI

Privacy: $ROSE / $CCD / $DUSK

Not on the list? Name yours and say why.

[Long $ @Longdotsupply]

Long arc

[JHONY @Barcelosyzb]

@RobinvistaApp @ponsdotfamily @MEADGod I'm unable to migrate the token; the wallet isn't loading.

[OCT Gems @oct_gems]

HOTTEST CRYPTO NARRATIVES RIGHT NOW

◇ RWA

@Ondo ( $ONDO )
@plumenetwork ( $PLUME )
@Zebec_HQ ( $ZBCN )
@re ( $RE )

◇ Privacy

@Zcash ( $ZEC )
@monero ( $XMR )
@zano_project ( $ZANO )
@AnyoneFDN ( $ANYONE )

◇ DeAI

@opentensor ( $TAO )
@AskVenice ( $VVV )
@GoKiteAI ( $KITE )
@_Qubic_ ( qubic-network:native )

◇ Layer 1

@dfinity ( internet-computer:native )
@kaspaunchained ( kaspa:native )
@injective ( $INJ )
@CNPYNetwork ( $CNPY )

◇ Robinhood Ecosystem

@ponsdotfamily ( $PONS )
@TheIndexFi ( $INDEX )
@edeldotfinance ( $EDEL )
@agentwormhole ( $WORM )

[Crypto Seb @crypto_with_seb]

If you're in any of these coins, here's the alt season rotation map

[Nick Research @Nick_Researcher]

1 day into @arc public mainnet, $ARC confirmed by @jerallaire

my launchpad ranking has already changed a lot

i’ve now tracked 50+ platforms, and the first wave is starting to separate the real runners from the rest

rugs are already happening, but EVERY PLATFORM in my S-tier is HOLDING STRONG with no rug signals so far

based on what i’ve tested and researched, @Arguspad and @liftdotfun are currently leading the race

my updated S-tier:

- @Arguspad - $ARGUS ATH at $38M, almost 18x
- @liftdotfun - $LIFT reached $15M day 1
- @fazedotfun - $FAZE hit $8.8M within 1hr
- @akadotfun - successfully launched AKARII NFT, feel like "stonkbroker" of Arc
- @TradePools - $FRONG no change since its launched on RH
- @TollyLabs - $TOLLY facing price retrace after hit $25M ATH
- @minarafun - $MINARA launched on its platform, still no official confirmation from team

I expect a major repricing over the next few days since
1) liquidity moves away from weak launches and
2) concentrates around the platforms that survived the first wave

if you’re already here, you’re still early

lemme tell you that there will be $ARC airdrop in 2027 - 60% for "Ecosystem"

so every onchain txn counts, your experience now is your ticker for future airdrop iykyk

next, i’ll dig deeper into the strongest Arc memecoin runners

also, agents are prioritized on Arc day 1, so AI aligned tokens will thrive imo

utility may matter later, but right now, the market clearly wants memes

i’ll keep tracking this closely and share what i find

[RobinHub @RobinHubHB]

The Robinhood Chain Ecosystem Tier List

Blue Chip

- @ponsdotfamily
- @ArtificiallyInu
- @Morpho
- @Lighter_xyz
- @NetNetCap
- @bankrbot
- @arcus_xyz
- @virtuals_io
- @TheIndexFi
- @longdotxyz
- @deltaliquidity
- @ClutchMarkets
- @cashcatfun

Strong Builders

- @fablesfi
- @pulldotfun
- @Flock_io
- @ChainstackHQ
- @hooddomains
- @alandalexyz
- @Fudarake
- @rialto_xyz
- @ProjectVEXai
- @KarmaWallet
- @DenarMarkets
- @canopyfinance
- @Hookrfun
- @longbowlend
- @uponrh
- @isBacked_
- @ClawBankHQ
- @prismassets

Active

- @EARNONHOOD
- @StaticsProtocol
- @WhatIFonHOOD
- @sherwoodagent
- @pools_dot_fun
- @v4dotfun
- @ChumpCoinX
- @stockmonrh
- @notawebsite_rh
- @ArrowFinanceio
- @S_L_V_R_FUN
- @grid_arena

What are we missing?

[LB @lbexplorer]

Finished adding a few coins to the 50k to $1M wallet:

1. $PONS - No change here, will keep this position until $1+

2. $DELTA - Added on the dip with average entry $8.1M. They will be a major beneficiary if RH activity picks up again +AMM and custom pairs coming.

3. $HOOKR - Added at $7.5M. Only real project offering no code V4 hooks with a strong relationship with uniswap.

Small bit of cash for any interesting RH projects but doubt will change much.

Current port value $475k

Sent from my $PUMP fone.

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

Everyone knows about pons.

Here are 6 underrated dApps on Robinhood you should pay attention to:

1. @PareStocks ($PARE): A Pendle-style model for stocks.

Pare splits a tokenized stock into two tokens. PT is the stock at a discount, no dividends. YT is every dividend it earns. Merge them back any time, free.

Protocol revenue goes to deepening those markets and buying back and burning PARE. The team flags that early pools are thin, and the market cap only crossed $1M two weeks ago.

Most experimental one on this list, and the one I'm least sure about. The mechanism is clever. What I haven't seen is demand for trading those separate exposures. Demand for the PARE ticker is a different thing.

2. @sherwoodagent ($WOOD): AI-managed investment funds.

Sherwood is building onchain funds where agents propose strategies, depositors can vote them down, and guardians check every transaction before it executes.

WOOD is what guardians stake to do that job. Correct calls earn fees (capped at 5% guardian fee). Approving malicious calldata gets you slashed. No emissions, no mint after TGE.

It's a ~$5.6M market cap, ~82% off its high, and the docs still describe testnet. Mainnet is the milestone. I'm not calling this adoption yet.

3. @fablesfi ($PROLOGUE): The pre-launch DEX play.

Fables is a ve(3,3) DEX on Uniswap v4 with fees tailored to the asset. Stock market hours for tokenized equities, volatility for crypto. It's live: $10M+ in deposits and ~$200M volume in week two.

PROLOGUE converts to FABLES at TGE, reportedly 40:1 (1B PROLOGUE → 25M FABLES). It's trading around a $17M market cap.

That conversion is the whole trade. Work out what 25M FABLES is worth at a realistic launch FDV, then decide if $17M is cheap. PROLOGUE's own chart tells you nothing.

4. @NetNetCap ($NET): The treasury play.

A reserve-backed token in the OlympusDAO v1 lineage, rebuilt without a policy committee. USDG treasury, bond sales, buybacks, all formulaic. It reports backing per token, so you can compare it to market price directly.

Two things to know. There's a 5% fee on mapped AMM pairs (v4 and UniswapX dodge it, permanently). And staking pays zero at or below backing, full rate only at a 1.75x premium. Its tokenized stock holdings sit outside the reserves that count toward backing.

~$66M FDV, and it's already round tripped from ~$1,970 to ~$990. The question is whether backing can grow faster than the market prices in. "Reserve-backed" doesn't make something cheap.

5. @TheIndexFi ($INDEX): Trading fees turned into stock payouts.

Every INDEX trade takes a 3% fee in ETH, buys a basket of 18 tokenized stocks, and drops them into holders' wallets every 15 minutes. No staking, no claiming. Its Indices product routes fees the same way plus locked liquidity for INDEX.

The numbers are small. ~$456K in fees over 30 days, ~$291K to holders (per DefiLlama), against a market cap in the $30M+ range. So the yield is real but it's not the reason to own it.

The bet is that the fee-to-stock mechanic pulls more volume. Judge the payouts against what you paid for INDEX, and whether the trading funding them lasts.

6. @shroom_network ($SHROOM): Stock-token liquidity with a burn mechanism.

SHROOM owns 48 pools (and counting) pairing itself against stock tokens like NVDA, MSFT, and MU. It earns fees on all of it, including the price gaps between the token and the real stock when markets are closed.

V2 changed the flywheel. Stock token fees route back into their pools for depth. SHROOM fees now get burned, 13.6M so far.

~$16M market cap, down from a $40M+ high right after launch. I want to see recurring burns from real pool volume, not a burst around the announcement.

7. @ponsdotfamily ($PONS): The buyback play.

Gonna talk about Pons here since they're the biggest thing on Robinhood and going through a dip now.

~$108M in fees over the last 30 days, ~$20M of that protocol revenue (per DefiLlama). Peak day was $5.95M, more than Pump fun did that day.

80% of protocol revenue buys back and burns PONS. That's the protocol's 30% cut of the 1% trade fee, not 80% of everything traders pay. ~29% of supply is already gone. Market cap sits around $420M, down ~38% from the Sept 5 top.

Still my fav of the seven. It's exposure to launchpad activity without picking the next memecoin.

These are research leads, not recs to buy.

Anything on Robinhoodyou're bullish on that isn't here? Lemme know, gonna make a v2 in a few weeks.

[JHONY @Barcelosyzb]

@BTCKiK @StackersXYZ

[RobinHub @RobinHubHB]

State of Stock Memes on Robinhood

Robinhood did $20B+ spot volume last week, and stock memes are leading the trench trade.

Meme launches are getting stock rewards, locked liquidity, routing, automated execution, treasuries, and agents around them.

Projects building the market

- @ClutchMarkets - StonkBrokers links NFTs with stock rewards, Safe Launch, and locked LP.

- @TickerYardHQ - routes tokenized equities between Robinhood and other chains.

- @MancerXYZ - handles swaps, limit orders, and recurring buys.

- @stonkpit - powers Broker Box, clock-in rewards, and randomness.

- @ponsdotfamily - leads launchpad volume with stock-paired launches.

- @NetNetCap - builds treasury games using USDG and tokenized equities.

- @longdotxyz - creates trading markets for stock tokens.

- @TheIndexFi - sends stock rewards back to holders.

Every cycle gets a new casino.

Robinhood’s version has tickers people already know, rewards people can understand, and enough volume for the trench crowd to care.

Wall Street tickers in trench format.

[Our Crypto Talk @ourcryptotalk]

Which projects will benefit the most from the CLARITY Act ?

> Bitcoin: Reference commodity, statute makes it permanent.

> Ethereum: Baseline commodity, deepest DeFi and RWA base.

> XRP: ETF grandfather clause ends SEC overhang; payments rails.

> Solana: Grandfathered and passes maturity test; huge DeFi base.

> Litecoin: Grandfathered, clean payments commodity.

> Hedera: Grandfathered, US enterprise and payments ledger.

> Dogecoin: Grandfathered via ETF, payments demand.

> Chainlink: Grandfathered US oracle infra for tokenization.

> Cardano: Named a commodity in SEC/CFTC guidance.

> Avalanche: US L1, institutional and RWA subnets.

> Tron: Dominant stablecoin and payments rails.

> BNB: Deep on-chain finance footprint (Grayscale pick).

> Ondo: US tokenized-treasury leader, SEC probe closed.

> Canton: Institutional L1 hosting DTCC tokenized assets.

> Maple: US institutional lending and tokenized credit.

> Pax Gold: US-regulated tokenized commodity (Paxos).

> Centrifuge: Tokenized private credit rails.

> Aptos: Ex-Meta Diem team, US-built payments L1.

> Sui: Ex-Meta Diem team, US high-throughput L1.

> Helium: US DePIN, real-world usage.

> Algorand: US roots (Micali/MIT), payments and RWA.

> Stellar: US foundation, cross-border payments and RWA.

> Uniswap: US DEX, non-custodial safe harbor lifts SEC risk.

> Hyperliquid: Non-custodial perps fit DeFi safe harbor.

> Aave: Non-custodial lending covered by safe harbor.

> Jupiter: Solana aggregator, benefits from more onchain assets.

> Aerodrome: Solana/Base liquidity venue.

> Raydium: Solana DEX volume.

> Meteora: Solana liquidity, cheap on revenue.

> Arbitrum: L2 for RWA and institutional deployment (Grayscale-flagged).

[nfy @nafaydefi]

Underated tokens that I have in my RH Port.

1) $delta (8.9M)- meteora of RH
0xe8ffd7e24187f72afb08d75b1bb13088a989a791

2) $prism (1.7M) - amazon but for rwa
0x20024e485c0b22b42855589700721b28320a7777

3) $bow (1.4M) - borrow/lend against assets
0x451b42a15100c340ca12f7c66de06fac5ea2d751

4) $Prologue (2.2M) - Dex to provide LP / points are live.
0xb9972ca7188e511174947e3936a5315ac7073277

[winiam @winiam4444]

Robinhood Ecosystem Updates in The Last ~24 hours (August 27, 2026)

Key Updates From Today
🟣 $Motion V2 is live
🟣 Longbow launched its builders program ( $BOW )
🟣 NetNet Capital Management Treasury surpassed $4.5M ( $NET )

Let's see what's new today!👇

----------$50M+ MCAP----------

@ponsdotfamily - $PONS - $85M
🟢 Pons passed $3M total volume traded (11% of RH total DEX volume).

@ArtificiallyInu - $AI - $63M
🟢 Artificial Inu's $NVDA holdings (4730 shares) reached over $1M.
🟢 In the last 24H, there was $18.5M AI traded, with $6.3M going through AI/NVDA.

----------$10M+ MCAP----------

@deltaliquidity - $DELTA - $12M
🟢 Delta Liquidity reached over 2.5K opened positions, $150K+ total fees and $500K+ TVL.

@GwoodFinance - $GWOOD - $10M
🟢 Greenwood introduced @BradMichelson (GTM strategy, positioning & growth) and @shuzeld (partnerships, strategic relationships & fundraising) to the team.

----------$5M+ MCAP----------

@motiontip - $MOTION - $5.6M
🟢 Motion V2 is live, including a new app and a closed loop system where every tip is an invite.

----------$2.5M+ MCAP----------

@uponrh - $UP - $4.5M
🟢 Up distributed over $230K yesterday.

@longbowlend - $BOW - $4.5M
🟢 Longbow launched its builders program. Credit -> Longbow -> Keep 1/2 performance fee -> Compete for USDG pool.
🟢 Longbow surpassed $40K TVL.
🟢 Longbow launched new markets for $COST / USDG and $DJT / USDG.

@NetNetCap - $NET - $4.0M
🟢 WinNET has paid $235K in total prizes now.
🟢 NetNet Capital Management Treasury surpassed $4.5M, while adding over $1M in the last 24H.

@EARNONHOOD - $EARN - $3.6M
🟢 Users can now launch their own Omnipools with up to 8 tokens.

----------$1M+ MCAP----------

@prismassets - $PRISM - $2.2M
🟢 Prism added five new metals: VNX Gold, Toucan Biochar, Moss Carbon, Nature Carbon Tonne and Comtech Gold.
🟢 Prism Assets launched RWA baskets (part of V3). There are 5 available: tokenized gold standard basket, carbon ladder basket, sovereign yield basket, hard assets frontier basket, prism flagship basket and tokenized stocks basket.

@wirebotRH - $wire - $2.1M
🟢 Wirebot integrated NetNet games (coinflip and MSFT FLIGHT SIMULATOR). now playable through X feed. The game SPACEX INVADERS is already built and coming out next.

@fablesfi - $PROLOGUE - $2.1M
🟢 Fables surpassed $1M in daily volume.

@notawebsite_rh - $website - $1.8M
🟢 You can now sign up, browse websites or add your own, add elements from your website and set price & multiplier. Buying a slot gets you an ERC-721 and purchase will go through testnet.
🟢 @ToonslabHQ integrated $website tech and tokenized an empty slot on their site.
🟢 There is now live search, custom screenshots, descriptions, categories, tags & links and an internal and external ranking system. Also, rentals and owner/advertiser tools will go live soon.

@Canopy_Finance - $CNPY - $1.7M
🟢 Canopy introduced buybacks from @v4dotfun revenue. Every 2H, CNPY gets bought and burned.

@SinjohDeFi - $INJOH - $1.6M
🟢 Sinjoh introduced NFTs with their own treasuries. Funds are locked inside and earns yield through dividends, LP and staking. Burning is also possible (assets go to NFT owner).
🟢 Sinjoh updated its fee router to split 20% of fee rewards 50/50 between the team and NFT collection.

@HedgeOnHood - $HEDGE - $1.4M
🟢 Hedge released the Bulk Terminal.

@grid_arena - $GRID - $1.3M
🟢 Grid V2 is coming soon with new markets, experiences and games.

@QuotientHQ - $QUOTIENT - $1.2M
🟢 Quotient was 6% more accurate than Polymarket over the last 60 days.
🟢 Quotient members can now ask Q questions. App feeds & alerts are coming next.

@ObscuraCEX - $OBS - $1.0M
���� Obscura is testing its launchpad. Coins graduate into LPs paired with ETH or tokenized stocks. Trades go through the dark pool. Creators' wallet gets recorded and launch history gets attached to every coins. Also, dev buy is capped and vested after graduation, so less incentive to rug.

----------$500K+ MCAP----------

@arrowsonhood - $ARROWS - $680K
🟢 Arrows will launch ETH options integration and settlement on August 31. Also, they are improving vault liquidity, trading challenges, prediciton markets for tokenized stocks and ETH and partnerships for vault liquidity.

@HoodLockRH - $LOCK - $640K
🟢 HoodLock's NFT mint will be on August 29th.
🟢 HoodLock reached 1,520,000 transactions.

@DMNDBasket - $DMND - $580K
🟢 Diamond is now live on 3 chains: RH, BNB and ETH. Base will come today and SOL Friday.
🟢 Diamond surpassed $1k in TVL.

----------$250K+ MCAP----------

@unstablefi_xyz - $USTBL - $470K
🟢 (Un)stable will launch its lending contract tomorrow. There will be 500 NFTs airdropped to holders.

@MeshGateway - $MESH - $420K
🟢 MESH introduced new token utility. Holding 1M MESH will pay you tokenized stocks daily.
🟢 MESH Gateway processed 2,943 x402 settlements in under 24 hours.

@Floor_fi - $FLR - $320K
🟢 FLOOR added NFLX to their basket.
🟢 FLOOR holders locked almost 10% of FLR now. With the majority being 30 days (87%).
🟢 FLOOR added Floora (AI companion), who is connected to RH chain to their website.

----------$100K+ MCAP----------

@Wrapfi_Finance - $WRAPFI - $110K
🟢 WrapFi Finance added USDT, USDC, XAUT, and PAXG.
🟢 WrapFi, $WRAP launched on Pons.
🟢 WrapFi DEX V3 is now live on Robinhood Chain. You can swap wrapped assets and concentrated liquidity.
🟢 WrapFi's DAO and staking is coming soon. Also, launchpad revenue and their governance token.

----------<$100K MCAP----------

@StockMinersRH - $FUEL - $68K
🟢 Stock Miners Fuel paid out 0.2769 ETH and burned 0.021 ETH worth of FUEL in Shift 2.
🟢 In total, 686 rigs have been burned and merged on the first day. From the 3,333 rigs, 2,647 remain.

------------------------------

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