“Don’t just learn to spot talent — learn to make the right people show up.”
In our Curators Series, @tylercowen joins @YoniCombinator to talk:
- The “bad signals” that attract geniuses
- Why most institutions ossify
- The 7+ traits every world-changer needs
Loading…
17% of the entire minted supply of $NVDA , the largest public company in the world and the most liquid stock token on @RobinhoodApp chain, is now locked in LONG.
so looks like $AI is currently a top 10 asset by liquidity across the entire Robinhood Chain(and top 5 excluding stocks and legacy assets)
Below is a tweet I made about cashcat liquidity 4 days before we launched @longdotxyz on RH(Notice I’ve been very consistent about my position on deeply liquid assets)
Consider this:
Every major capital allocator, whether it’s a liquid fund, listing team or sophisticated whale, takes liquidity depth very seriously.
Cashcat was an interesting example because it launched with relatively thin liquidity, but external LPs were able to step in and make the asset significantly more liquid.
In my opinion, this was a major reason it was able to attract so much capital and eventually secure a listing.
Assets on LONG are even better positioned by default.
The reason is simple. We don’t need to rely on external LPs.
Our liquidity design creates fully locked liquidity on both sides of the market, the token side and the NVDA, ETH or USDG side.
That is a superpower.
As I’ve said before, LONG is an incubator, not just a launcher.
The best incubators in the world are known for doubling down on their teams all the way through the IPO.
We plan to HEAVILY invest, especially in liquidity, to make sure we can support LONG assets throughout their entire lifecycle.
This is exactly what our war chest enables.
LONG.
"We see ton of volume on meme pairs with global assets... which I think is super interesting" @JohannKerbrat (SVP and GM of International & Crypto at Robinhood)
@longdotxyz coded.
“I love the cross between Meme/RWA. We are seeing a ton of volume on Meme pairs Vs RWA’s which is super interesting” -@JohannKerbrat
Only if there was one token on @RobinhoodApp which is driving most of this Meme/RWA Volume 🐕
@vladtenev@longdotxyz@Natan_benish
Community Vaults in action:
The @ArtificiallyInu Community Vault is now the #1 holder of $NVDA on @RobinhoodCrypto Chain.
Excluding DEX pools, protocol contracts and market makers.
As RWA activity scales on Robinhood, stock liquidity gives assets a new form of leverage: the ability to evolve into liquidity protocols themselves.
This is exactly what Community Vaults were designed for.
LONG.
From 0-1.
“A few weeks later, LONG had cemented itself as a leader in RWA activity on Robinhood:
• $100M+ in stock token volume
• Over 25% of all RWA activity on the chain”
This is @longdotxyz
Feels @longdotxyz coded.
I still remember how excited I was on day one when we crossed $2M in @RobinhoodCrypto stock token volume.
At the time, I wasn’t even sure the RWA infrastructure could support $1M in daily volume.
A few weeks later, LONG had cemented itself as a leader in RWA activity on Robinhood:
• $100M+ in stock token volume
• Over 25% of all RWA activity on the chain
We are truly unlocking a new model of ownership that’s open, permissionless, and accessible to a global audience.
Also have to give credit where it’s due. The execution from @vladtenev and the @RobinhoodApp team has been close to flawless.
LONG.
LONG is becoming the distribution layer for tokenized stocks on @RobinhoodCrypto
CC @vladtenev
since June 1:
- 74,857 wallets traded tokenized stocks
- 29,293 of them traded on LONG
- 39.1% of all onchain stock traders
- 25% of stock token volume through LONG pools
almost 1 in 2 onchain stock token traders have already touched LONG.
LONG is turning tokenized stocks into open, liquid and community-owned markets.
And @longdotxyz contributed over 60% of the total volume on the $NVDA stock token and nearly 50% of the volume on $SPCX
@RobinhoodCrypto RWA activity is growing faster than ever.
🚨 Tokenized stocks did $190M+ in volume on Robinhood Chain in month one.
NVDA: $96M
GME: $49M
SpaceX: $30M
Robinhood is for RWAs.
Source: @faustprotocol
No comment is needed.
But If you deploy or trade on @longdotxyz I highly suggest building the habit of checking stock performance daily.
We are very early into the “meta” but it feels like an imminent takeoff is about to come.
LONG.
Since launching LONG, the minted supply of $NVDA on @RobinhoodCrypto has grown by 5x.
At the same time, LONG has captured almost 30% of the entire $NVDA supply in its pools at peak.
LONG.
The top pair on LONG still has one of the largest stock LP and a depth that is another order of magnitude compared to anything else.
Why is this important?
The whole idea behind stock pairing is that we want the asset to appreciate alongside the stock(when it grows)
Take the extreme example of a $40b stock “pair” with only $10k worth of stock in the LP. The stock can go 2x, but the market is still illiquid. It remains a musical chairs game.
Now look at $NVDA . Nice daily move today and a clear breakout above $200, a level it struggled with for a while.
For example It’s almost impossible to find periods where $AI wasn’t moving upward alongside NVDA. Usually with a premium
We are aligning with the biggest public companies in the world KOLs, listings, amplifications whatever are minor forces compared to it attention is only useful if it compounds into greater stock value(on our case LP + vault)
LONG.
The Diamond Hand Release Part 1
Spotlight: $AI
A new approach to creating long term alignment.
Over the last two weeks, we’ve experimented with different ways to support the LONG community.
Today, we are introducing a new approach where the growth and sustainability of the protocol flow back to the community and its long term believers.
We’ve just distributed more than $30,000 in USDG to the top 200 diamond hand holders.
Rewards were based on both position size and holding time, giving greater weight to those who continued to hold and support $AI over time.
We plan to expand the Diamond Hand Release to more holders and assets across LONG.
Full data will be posted on our Dune dashboard and with a new feature on the LONG app.
LONG.
just to reiterate the index part these are the daily movements we had on some of the index stock
$NVDA +3%
$MSFT +5%
$AMD +1.5%
$CRWV +16% !!!
With this pace we gonna pivot it into the next Leopold fund.
There is simply no one that can outwork LONG on RWA markets.
LONG.
one major point of feedback I got from our community and @ArtificiallyInu is that many don't know the community mode also burns some AI + allocate equal portion to the vault.
wanted to make sure we are capturing this data on the @longdotxyz app now.
I also think we've only scratched the surface in terms of the level of custom programable RWA markets/primitives we can build around our top assets. Expect to see much more innovation coming super happy we have a good asset we can run the frontier pilot with at scale.
LONG.
Major Milestone
LONG surpassed $100M in total @RobinhoodCrypto stock token volume within just two weeks.
LONG is also dominating market activity and capturing a significant share of the circulating supply across major stock tokens.
What’s next?
Tomorrow, we will launch The Diamond Release, introducing a new approach to alignment between LONG and its community.
The release is expected to go live at 3:00 PM ET, or earlier.
Once again, we want to thank our earliest supporters. LONG will continue pushing the frontier of RWAs while ensuring that the protocol remains deeply aligned with its community.
LONG.
I want to follow up on the index expansion.
Three days ago, the total stock value in the community vault was $15K . Today, it has almost doubled.
And this will only keep growing.
At some point, it will be $100K, then $500K, then $1M, beyond the deep stock liquidity already held in the LP, which should grow even larger.
This is without even accounting for the potential appreciation of the AI growth stocks themselves(We actually timed the bottom on several of them almost perfectly)
But there is another important layer here.
The index expansion creates deeper alignment with long term holders. The upside belongs to token holders, who collectively control the vault and decide how to leverage the stock liquidity in all kinds of ways.
The goal was always to build antifragile assets that smart holders can relate to beyond pure memetics.
Assets backed by liquidity, ownership, fun community, and long term conviction.
LONG.