Crypto2202

Researcher!

[Crypto2202 @crypto2297]

#Bitcoin gives you freedom Banks don't!

Get some while you still can!

It's the beginning of the bull run and just investing in $Bitcoin alone will give you more Risk-adjusted returns than any other investment on the planet!

[rafi_0x @Rafi_0x]

Robinhood's HOOD Summit had some interesting takeaways that are pretty bullish for robinhood:0xc4f730335fb9e439ca5552f7b52b8e638c4245b0.

With prediction markets and defined outcome products entering the picture, we're seeing a clear shift towards more automated financial products, and @notesystems falls perfectly into that category.

Structured notes bring predefined rules and payouts onchain, and robinhood:0xc4f730335fb9e439ca5552f7b52b8e638c4245b0 is building the infra to make them accessible across DeFi.

On top of that, robinhood:0xc4f730335fb9e439ca5552f7b52b8e638c4245b0's testnet metrics have been booming:

• 4,000+ users (+100% from 10 days ago)
• 109.5k deposits (+300% from 10 days ago)
• $91M+ USDG tracked onchain (+323% from 10 days ago)

robinhood:0xc4f730335fb9e439ca5552f7b52b8e638c4245b0 is well positioned for the growing demand of these types of financial products.

Mainnet soon.

[rafi_0x @Rafi_0x]

Are you really gonna fade Ansem and this great looking chart?

Onchain sentiment had been pretty poor over the last week, yet $IMD just made new ATHs.

Mainnet deployment coming this weekend too.

1B is FUD.

[rafi_0x @Rafi_0x]

$DUCAT team has been cooking big these past few days with new features and updates.

On top of that, 97% of the NFT passes are staked, and 72% of the entire $DUCAT supply is staked too.

Treasury also holds $600K+ in $USDG (+27% increase from 4 days ago), and another $113K of $DUCAT held in the protocol's liquidity.

Bottom in on $DUCAT imo. If you're sidelined and want an entry, this is a great spot.

[rafi_0x @Rafi_0x]

$DUCAT's LP arbitrage goes live tomorrow and it's gonna be a pretty interesting part of their flywheel.

Instead of simply providing liquidity and paying the usual LP costs, the protocol is going to actively deploy liquidity into $DUCAT markets paired with more volatile assets.

Why does this matter?

Because volatility creates price gaps, and that creates arbitrage.

And because Ducat controls the liquidity, it can potentially capture part of that flow itself while also earning trading fees and LP incentives.

On top of that, some of the $DUCAT captured can be burned, increasing the backing per remaining token, while other value can be recycled back into the system.

So essentially, the bigger the network becomes, the more productive the liquidity.

And instead of funding LP, they are making it a potential source of value for the protocol.

Brilliant work from the team.

Ofc we still need to see the numbers once it goes live, but this is definitely one of the things I’ll be watching closely.

[rafi_0x @Rafi_0x]

The $DUCAT launch went really well. A quick recap:

• First Epoch NFTs minted out in no time
• First set of bonds filled in under 5 minutes
• ~$473k sitting in the treasury

And this is after just a few hours of being live.

For context, the genesis sale was designed to leave around $70K in stablecoins in the treasury.

So we’re already looking at roughly $400K+ of additional treasury value since launch.

Pretty crazy to see this much capital accumulate this early.

And this is still just the beginning, so imagine where the treasury could be over the next couple of days.

[rafi_0x @Rafi_0x]

$DUCAT TGE drops in a few hours and the interesting part is what happens AFTER the token gets attention.

Most reflexive tokens are basically:

> price goes up
> people notice
> more buyers step in
> price goes up more
> eventually unwinds

@ducat_money is turning that same reflexivity into something productive.

So when $DUCAT trades above its reference value and there’s enough demand, the protocol can open up bond capacity.

People can buy $DUCAT through these bonds at a discount, and the money from those bonds goes into the treasury.

So instead of all that demand just pushing the price higher, some of that money actually gets added to the treasury.

And this is where the "money with memory" concept slots in.

Even if the premium eventually disappears, the assets that entered the treasury don't disappear with it.

Pretty cool for @ducat_money to acknowledge the basic truth of what happens to reflexive tokens in crypto, and allow it rather than try and eliminate it.

Interested to see how this plays out once $DUCAT goes live.

[Crypto2202 @crypto2297]

@Rafi_0x ALWAYS PAY YOURSELF. Where you sell matters more than where you buy.

Thanks for sharing 🔥

[rafi_0x @Rafi_0x]

$5,000 → $50,000 → $7,000

Roundtripping is not fun.

Sometimes it hurts even more than taking a loss because the money was literally in the palm of your hands.

And yet, you still fumbled it.

It's a lesson most of us have to experience ourselves, and one I've fallen victim to plenty of times.

So here's the reminder: ALWAYS PAY YOURSELF

I know how hard it is psychologically. When you're in an uptrend and everything is flying, taking profits almost feels like a loss

Your brain will find a bunch of reasons to justify holding your position longer.

But you simply have to do the opposite of what your brain wants. That's the only way you make it in this game.

Survival > everything.

The pain of roundtripping generally hurts more than the pain of missing out on another 2x. Remind yourself that the next time you're euphoric and don't want to take profits.

You can have the highest conviction you've ever had. The market can be ripping. Liquidity can be flowing. Everything is going perfectly.

And then one random catalyst can completely change the way your coin trades.

Look at $TRUMP.

When it launched, it sucked an insane amount of liquidity out of the rest of the market. Projects that looked unstoppable suddenly weren't.

You can never be too comfortable in crypto.

As @cobie once said: "When everything doesn't feel risky at all, is actually when it's the most risky."

So pay yourself and offramp.

High volume uptrends are where you should be laddering your stack out, not adding risk.

And when the inevitable downturns come, you'll be thanking yourself for those actions. It's just delayed gratification.

Because at the end of the day, nobody cares about your uPnL. They care about what you actually took home.

Don't let greed convince you that unrealised gains are yours, because they're not.

This is also a reminder to myself too as we head into this new bull cycle.

[Crypto2202 @crypto2297]

@Rafi_0x Crazy numbers there. Looking forward to their audit report.

[rafi_0x @Rafi_0x]

$NOTE's testnet has been moving pretty fast.

🔹 $28.2M+ in platform value
🔹 $3.19M in live notes
🔹 $46.1M in open subscriptions
🔹 82 Note series
🔹 $8K+ in protocol fees

And remember, this is all on testnet.

A market that basically didn't exist a couple weeks ago is already seeing this kind of demand.

The team has also been shipping a ton behind the scenes, with some pretty interesting updates coming this week.

Definitely keeping a close eye on what's to come.

[rafi_0x @Rafi_0x]

$PONS just got listed on Kraken, and its only reflection token is still chilling below $10M?

Just a friendly reminder that:

KNOTS once went above 10% of STONK’s market cap.

$COUPONS is currently barely 1% of PONS’ market cap.

Once this range breaks, I expect a violent move.

Repricing soon.

[Crypto2202 @crypto2297]

@foomsfomo Hey still didn't receive the NFT after 10 mins. What should I do? It says under FAQ that second thesis from the same account doesn't count.

[Crypto2202 @crypto2297]

@Johndal2000ton @PyreFun The github is interesting for a 1 day old project, but he's coded it in a way where he has access to all the token fees from subsequent token launches that are done. So he can withdraw the fees for any other token, and this hasn't been revoked

[rafi_0x @Rafi_0x]

VVV just made new ATHs, Orbio is approaching $100M, and the AI inference narrative is heating up.

Then you have a sub 5M AI inference play that’s been quietly accumulating for over a week.

Doxxed dev, shipping at a quick rate, strong fundamentals, and the chart looks super primed for a breakout.

This is an 8 fig coin larping below 5M mc.

Repricing soon.

[Crypto2202 @crypto2297]

@Rafi_0x @surfcoderepeat Early on this gem.

[rafi_0x @Rafi_0x]

$IMD just hit new ATHs today.

@surfcoderepeat has been shipping consistently over the past few months, regardless of market conditions.

A few agents are already live and clearing jobs, with Daemon expected to go live soon. Once it does, NFT holders/workers will start earning rewards.

$4 was also a condition for bonding to go live, so that should be available soon too.

And the person who swept 40 NFTs two weeks ago? He just swept another 38, nearly doubling his exposure.

What does he know 👀

Market is gradually catching on to this gem.

Comfy.

[rafi_0x @Rafi_0x]

robinhood:0x15d36b6a28d8327abc7afabf0f106ae2c9af5c4d's audit is officially complete!

It's one of the only projects on RH to go through a full audit, and it was done by one of the most respected names in the space.

I sleep well holding this bag knowing it's fully audited, building a new primitive around tokenised stocks, and has high potential to receive support from Vlad and Robinhood as the eco grows.

You're essentially getting exposure to an early DeFi primitive built around tokenised stocks, right as the entire narrative is starting to take shape.

Price been bottoming out over the last ~10 days and seems like it wants to leg up again soon.

Looking like a 9 figure coin in the making.

[Crypto2202 @crypto2297]

@Rafi_0x One of the best AI inference projects out there with a giga brain dev.

[rafi_0x @Rafi_0x]

robinhood:0xeb24a2663af4ee979dcbfe39cb95b5f12d369c4b has been on my radar for a while now, and the more I dig into it, the more I think the market is sleeping on it.

In short, robinhood:0xeb24a2663af4ee979dcbfe39cb95b5f12d369c4b is an economic layer connecting crypto capital with AI inference.

The core idea is: trading activity on Cerebro generates fees, and a portion of those fees are used to fund AI inference credits for holders.

So what exactly are AI inference credits?

They're essentially credits used to access AI infrastructure for things like chat, coding, research, image generation, AI agents, APIs, and more.

From there, Cerebro is building around three main products:

1. Inference Rewards - simply holding the token earns you AI credits
2. Inference Marketplace - users can buy/sell inference credits
3. Launchpad - projects can launch tokens/economies built around AI inference.

Another thing I'm pretty interested in is Merry Man, which is Cerebro's own privacy focused agent designed to keep your queries, research, code and data all private.

The agent itself requires inference to operate, which by default means Merry Man becomes a consumer of the inference infrastructure Cerebro is building.

So Cerebro isn't just building the supply side of the inference economy, but also products that bring demand for it.

And AI inference is obviously becoming a massive market.

We've already seen how strong the AI inference narrative is in crypto. $VVV pulled a literal 20x in a BEAR market.

So the fact that robinhood:0xeb24a2663af4ee979dcbfe39cb95b5f12d369c4b benefits all holders, bystanders, and devs is simply insane.

The dev @antonkarlovskiy is doxxed and a senior software engineer with an impressive track record, having worked across Google Chrome, Interlay, Mantle Network, BitDAO, Kado and others.

Experienced dev, strong narrative, working product, existing PMF, and a low cap with a nice curling chart while the AI narrative on RH hasn't fully heated up yet?

Think this one goes big.