Current Robinhood Chain fomo port simple breakdown:
$HMM = WIF of Robinhood Chain. Leading cat on the leading launchpad for the chain. Billions.
$PONGO = Top dog coin in the PONS eco. Great content. PENGU type vibes.
$NASDANQ = SPX of Robinhood Chain. Insane lore.
Follow me on fomo to track any new additions / moves here โก๏ธ https://t.co/xuYbTqy8Gb
fluid controls 50%+ of all stablecoin DEX volume across ethereum, arbitrum, base, and polygon. $15m annualized revenue at a $69m market cap. that's a 4.6x revenue multiple when aave, uniswap, and curve all trade at 12-14x. the discount exists because of a $200k key compromise and a $21m resolv bad debt event, both fully recovered. TVL grew 65% in 7 days after the worst incident. the smart debt architecture generates 10x volume per dollar of TVL locked, which is why it's winning every stablecoin routing battle against curve and uniswap. jupiter lend integration just went live on solana. if that drives even $500m in new TVL the revenue gap to current valuation gets absurd