nacho

defi analysis | lp | magic internet money | 🇦🇷

[nacho @Ignacio_AtML]

@Lamsito_eth Incredible thread! Worth reading💯

[Lams @Lamsito_eth]

🔖 ANALYSE DES 100 MEILLEURS PROJETS SUR ROBINHOOD CHAIN

Vous savez que je crois en un retour de Robinhood, on est pour moi dans le creux de la vague, le moment où il faut recommencer à se positionner sur les bons projets.

Comme promis, j'ai passé la semaine à check les projets sur Robinhood, et j'ai retenu une liste de 100 projets, que j'ai trié par catégorie et auquel j'ai attribué un badge de conviction :

🔵 Grosse conviction, j'en hold ou je compte en acheter
🟢 Bullish, je songe à m'exposer
🟡 Projet bullish si la meta Robinhood revient, à dyor
🟠 Il y a du potentiel, à surveiller
🔴 Plus risqué et moins de conviction, mais ça peut se tenter

C’est ma watchlist perso, pas mon portefeuille ni un conseil d’achat. J'ai fais mon possible pour décrire mes thèses de la manière la plus concise.

Bien évidemment, il faut un retour du volume et de la hype sur Robinhood Chain, et surtout je suis convaincu que bon nombre de projets de cette liste ne remonteront jamais la pente donc je vous invite à faire vos propres recherches et build vos propres convictions

Thread 1/13 👇🧵

[nacho @Ignacio_AtML]

That’s why you buy established coins, not new ones.

Established coins usually have a much more distributed supply. New ones often have a huge % sitting in a few top wallets, usually bundled.

[Bubblemaps @bubblemaps]

1/ An investigation into @The__Solstice, top #3 social trader, and his ties to a massive bundling operation

[nacho @Ignacio_AtML]

5-8.6M mcap zone on robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c looks very promising.

This token always finds a way to rip higher, even in tough conditions.

[tehcscreener @tehcscreener]

Stonk (@LaunchOnSF) is now verified on Tehcscreener

check it out: https://t.co/pW6jBnokLj

[Udy Highs @UdyHighs]

Almost 1m $stonk burned on a fucking Sunday with Bitcoin acting like a bitch.

Market cap at $100m and the entire eco is green. We're in our own universe.

Stack $Stonk, hold $knots and earn $stonk.

Pivot now to Stonklana.

[nacho @Ignacio_AtML]

I believe btc will go to the 75-76k zone, and even to 72k before seeing new highs. That would be a healthy pullback.

[nacho @Ignacio_AtML]

@gumsays Big opportunity there

[nacho @Ignacio_AtML]

Good to see $STONK finally found a range to consolidate after the heavy downfall.

LPing this range could be a solid play in this choppy market until better times come back. We’ll see.

Now waiting to see the next BTC moves to get a better perspective on what to expect in the coming weeks.

Long term I still think this is a pretty good entry on STONK.

[nacho @Ignacio_AtML]

solana:Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump 25-35M zone🤔

[nacho @Ignacio_AtML]

Good to see $STONK finally found a range to consolidate after the heavy downfall.

LPing this range could be a solid play in this choppy market until better times come back. We’ll see.

Now waiting to see the next BTC moves to get a better perspective on what to expect in the coming weeks.

Long term I still think this is a pretty good entry on STONK.

[nacho @Ignacio_AtML]

> It was in fact a great zone to LP solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR.

> Could still be a good zone to keep LPing, but each day in this range looks more like a buy, waiting for a big candle to the 100M mcap level.

[nacho @Ignacio_AtML]

robinhood:0xb63d07cef74be747231d601bb2faa6b252c68106 had a rough TGE, no question. Punishing migration for robinhood:0xb9972ca7188e511174947e3936a5315ac7073277 holders, high fees at launch, selling pressure from every side.

But the product didn’t change: #4 in fees on Robinhood Chain ($4.2M in 30d) with a ~7M mcap.

Imo the TGE is a big part of why it trades here, and that’s what makes it interesting. Worth taking a shot at these levels, and long term it could look like an obvious buy.

Fees mostly go to LPs, so token value accrual is still to be proven.

Now the key is how the team responds: learn, communicate, and make it right with early supporters.
@fablesfi

[nacho @Ignacio_AtML]

> It was in fact a great zone to LP solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR.

> Could still be a good zone to keep LPing, but each day in this range looks more like a buy, waiting for a big candle to the 100M mcap level.

[nacho @Ignacio_AtML]

Pretty good to LP solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR

[Ash Crypto @AshCrypto]

We are just 9 days away from the US midterm elections.

History shows that after every U.S. midterm election, Bitcoin has experienced a correction.

Will this time be different?

[nacho @Ignacio_AtML]

solana:Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump 25-35M zone🤔

[nacho @Ignacio_AtML]

robinhood:0x56910d4409f3a0c78c64dd8d0545ff0705389870 is sitting at a $8M market cap, right on a key support zone, down 89% from its $75M high.

Meanwhile, Robinhood Chain is recording +$393M in net inflows this month (so far).

If the chain’s momentum returns, this could be one of the better setups on it.

[Ignas @DefiIgnas]

PUMP posted 'airdrop coming soon' in July 2025.

15 months ago.

Max extraction in every way.

[nacho @Ignacio_AtML]

> $SI is looking great at these levels. Looking to buy some.

[nacho @Ignacio_AtML]

robinhood:0x56910d4409f3a0c78c64dd8d0545ff0705389870 is sitting at a $8M market cap, right on a key support zone, down 89% from its $75M high.

Meanwhile, Robinhood Chain is recording +$393M in net inflows this month (so far).

If the chain’s momentum returns, this could be one of the better setups on it.

[nacho @Ignacio_AtML]

Interesting thread on $INDEX. It may have contributed to the recent drop, alongside whale selling.

Personally, I'm staying on the sidelines until the $6–9M market cap zone, where I see real buyer interest.

The model is easy to replicate, but not the partnerships, community and marketing this team has built so far.