Crypto is the only industry where you can ethically make $10M, stay completely anonymous, and keep your morals intact. No selling courses, no clowning yourself online, none of that bullshit.
Crypto is for the free. It's for the ones with their hearts in the right place.
update: i found sky hard to justify given lack of growth and defi concerns
its still a good revenue generating protocol, i just wanted faster horses in my portfolio
btc/hype/lit
as crypto matures so do the hold times on good assets
crypto participants were trained for years (decades!) that buying and holding was a scam - this was because the underlying business were either nonexistant, struggling to find pmf, or had little moat
the survivors, myself included, learned to sell, delete discord, move on to the next one and never look back
but that era is over, there are genuinely good protocols to own, with real pmf and moats, and our edge is in being able to tell the difference between the good and the lemons. i believe the best opportunities are holding assets that are undervalued due to investor confusion
the era of the schizo rotator is over, long live the value investor
AI is still so free. i don't care if you see it yet. you're probably too impatient to realize the win regardless.
it's the correct implementation of stock <> meme pairing. (deep liquidity)
it's a generational ticker.
it's on the stock chain.
Jesus christ man
It would have been very hard to build LONG on Sol.
The last credible attempt at making fair launches was @gavelxyz(by ellipsis labs which is arguably the sharpest team on Sol) they weren't able to scale.
Robinhood doesn't have MEV(lack of a mempool) you can't use jito bribes or pay priority fees like on Base to frontrun txns. It has FIFO ordering.
Also the level of sophistication on Sol with regard to bundles, snipes and so on (also bunch of public tools available for everyone) is pretty insane if we can be 20 steps ahead of it with LONG on RH. we would have to play much more aggressive catch-up on Sol.
The last thing is RWA DEX liq and activity RH is on its own league on the largest caps but even more so on larger variety(both in terms of liq + vol which is 3-5x higher) LONG helped here a lot.
Ppl still don't understand the liq moat LONG is building on RH.
With that being said there are a lot of things launchers can do on Sol if they were trying to do something a bit unique and not just copy the same environment which pump have a clear domination and PMF on.
LONG.
robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 is now roughly in a 70% correction from ATH.
In order for a coin (and eventually, coins) to go to 1B+ marketcap you need three things:
1. Delusional holders who refuse to sell
2. Continued upside potential for the thesis you’re betting on to fulfill
3. Higher concentration of liquidity on chain
AI has two of the three, it is full of delusional holders who refuse to sell (myself included, candidly) and other than price, the thesis (and the perceived potential of said thesis) has not changed.
And it stands to reason you believe more liquidity will make its way onchain, otherwise why are you reading this?
The holders of this coin believe:
1. The on chain RWA sector will grow substantially over the coming cycle
2. Robinhood is well positioned to capture the lions share of that growth
3. AI is the leading asset to set the precedent for and demonstrate the validity of points 1 and 2
Amongst a host of subsidiary reasons (dog coin that bridges bear to bull, fill the wick, board sit, etc etc) these are the primary reasons.
Conviction ≠ complacency but many newer participants do not understand this because they have become accustom to average hold times of a few hours, let alone days and weeks.
I - and those still convicted on this coin + @longdotxyz in general - understand the thesis has yet to fully materialize into what it is likely to become, the only thing that’s changed is the price.
And if you still subscribe to the thesis playing out over the bulk of this cycle, the r/r is still exceptional, even here.
Play at your level of risk tolerance and decide for yourself what you are and are not willing to stomach.
Generational winners seldom make generational wins easy.
There’s the 70%er
We knew it was coming, all the goat coins did it
Next 4 weeks of price action id say are the mos important since the inception of the coin.
$AI
Introducing the community vault LP upgrade.
The next step for LONG stock pairs: becoming the liquidity backbone for tokenized stocks on Robinhood by holding the largest external liquidity positions.
Top LONG pairs already capture 20–40% of their underlying stocks’ circulating supply. They drive demand, concentrate liquidity, and generate substantial trading volume through main stock pools (STOKC/USDG pools for example)
Now, community vaults can put their stock liquidity to work directly in those pools.
By reallocating liquidity into USDG/STOCK pools, stock pairs can become the largest LPs supporting the same stocks their communities are built around, capturing more of the upside from the activity they help create and any general stock activities.
LP fees flow back into the vault, where they can be used to compound the same USDG/STOCK LP position and fund upcoming modules.
From driving demand to providing liquidity, earning fees, and building deeper community-owned liquidity over time.
The rollout starts with OG pair vaults, beginning with the highest-value vaults. We’ll gradually expand access to this feature to all pairs on LONG, including pairs without active vaults.
LONG.
what if everyone on the timeline is wrong and the top 5-10 pairs on L()NG just blackhole all liquidity.
Because everything outside of this ecosystem seems like it's just obviously just an extraction crime ring. It's a systemic issue that is clear as day.
you have a choice to opt out
Extractors don't like L()NG as much because
- launch mechanics are more fair
- ticker locks protect organic communities from being vamped
- thick liquidity prevents them spiking a chart to create a sell window
- community vaults benefit long term holders which they plan on being no part of
I will continue to support @longdotxyz regardless of short term price action
if you are remotely bullish on LONG eco but sidelined, now is the time to start paying attention. i don't see a swift reversion back to the highs due to how heavy the market looks as a whole but these are the spots you look back on and they look obvious in hindsight. godspeed