luchiman

Crypto enthusiast.

[Jeff @cfm_sol]

When we analyzed $CME before, I was more inclined to view it as a Commodity Meme Launchpad on Robinhood Chain.

0xe2324ff2a59f8ecba8c321c6466e59121c00e795

But with the latest product updates, I think CME’s narrative has clearly upgraded, so let’s break it down further:CME now looks more like it is building:Real-world Assets → On-chain Quote Assets → Meme Markets → Trading → Fee Economy

CME currently supports around 220 Commodities and 760 Markets, covering gold, oil, agricultural products, and also expanding into OSRS Gold, CS2 Skins, Pokémon Cards, cars, fast food, and more.

So what it is really trying to build may not just be Commodity markets, but:Anything with a price can become a market.

This is CME’s most important Narrative Upgrade.

A traditional Launchpad looks like:Meme → SOL / ETH / BNB

While CME is:Meme → Gold / Oil / OSRS Gold / CS2 Skin / Pokémon Card / Lambo...

More importantly, users holding Market Tokens can receive 40% of trading fees in Commodity Rewards.

So what CME is actually creating is:Meme → Commodity Exposure + Trading Fee Yield

This is also the biggest difference between CME and a traditional Meme Launchpad.

At the same time, CME’s product infrastructure is also being upgraded.

New Markets can now enter Uniswap V4 directly from the first trade, with the Bonding Curve running inside the Pool Hook, eliminating the traditional:Bonding Curve → Graduation → Migration → New Pool

Instead, it becomes:Launch → V4 Pool → Trading

This reduces the complexity of liquidity migration and early trading, while also making it easier for Terminals, Trading Bots, and other trading infrastructure to integrate.

CME’s Value Capture is also becoming clearer:Trading Fees → 40% Commodity Rewards → 30% CME Buyback → Burn / Staking → 30% Protocol

So far, around 7.4M CME has been burned, with cumulative buybacks of around 21.6 ETH.

This means CME now has three layers of flywheels:

Layer 1: Market Flywheel

More Commodities → More Markets → More Meme Categories → More Creators → More Markets

Layer 2: Trading Flywheel

More Markets → More Trading → More Fees → More Commodity Rewards → More Users → More Trading

Layer 3: CME Token Flywheel

Trading Volume → Protocol Fees → CME Buyback
→ Burn / Staking → Supply ↓ → CME Value Capture

Ultimately:More Assets → More Markets → More Trading → More Fees → More Rewards / Buyback → More Markets

I think there are several major Catalysts to watch next.

First is continued integration with Axiom, GMGN, and other Trading Terminals. If more trading entry points support CME, early liquidity and trading efficiency for new markets should improve.

Second is new asset categories.

OSRS, CS2, Pokémon, etc. are actually testing CME’s core concept:Anything with a price can become a Commodity.

If these non-traditional assets start generating real trading volume, CME’s Narrative could move further away from “Commodity Meme” and toward an Everything Market.

Third is continued growth in the number of Markets.

It is already approaching 760 Markets. If it eventually reaches:1,000 → 2,000 → 5,000

then CME will increasingly look like a real Market Factory.

But this is also CME’s biggest problem right now.

Market Count ↑ ≠ Revenue ↑

If the number of Markets keeps growing but most of them have little trading activity, then:Markets ↑

does not necessarily mean:Volume ↑ → Fees ↑ → Buyback ↑

CME currently has around 760 Markets, but only around $164K–$170K in 24h Volume, which means the key question now is not whether there are enough Markets, but:Can these Markets actually generate sustainable trading volume?

So my current view of CME has upgraded from:“A Commodity Meme Launchpad on Robinhood Chain”

to:“Market Infrastructure on Robinhood Chain that turns real-world price assets into On-chain Quote Assets.”

What makes CME interesting is not Gold, Oil, or any single Commodity.

It is:Real-world Price → On-chain Asset → Meme Market → Trading → Fee Economy

If this mechanism can eventually turn:220 Commodities + 760 Markets

into sustained growth in:Trading Volume + Protocol Revenue + CME Buyback / Burn

then CME’s Narrative could further upgrade from:

Commodity Meme Launchpad

to:Everything Market on Robinhood Chain

So the core data I’m watching now is simply:

Market Count → Trading Volume → Fees → Buyback / Burn

The number of Markets has already shown that CME can expand.

The next thing it needs to prove is whether it can turn those Markets into real trading volume.

Chart: https://t.co/RqlcRLCIkd

[COM @BTCETHCOM]

为什么觉得 robinhood:0xe2324ff2a59f8ecba8c321c6466e59121c00e795 会成为pons的潜力，甚至超越pons

在币圈要赚到大结果，必须押注新风口，新玩法，
从sol配对到Eth到股票到商品，这是一个不断创新的过程，我认为Cme未来衍生的新玩法会更多，比如圣诞节的圣诞老人你配对ETH，和配对袜子或者圣诞帽哪个更有可玩性？
与其说Cme是meme发射平台，我分析下来他更像一个结合meme的新型DeFi 实验。
首先他是第一个做到锚定大宗商品的，
他最牛逼的地方就是用meme的沉淀流动性解决了大宗商品的链上流动性问题，pump死亡了最少10万个meme，累计锁定sol最少达到3.5亿美元，而Cme正是用沉淀部分来解决锚定的大宗商品流动性问题，而且他一切的安全性执行合约方式官网文档都是开源可查的。

以往的锚定需要机构去储备，比如石油储备100万美元，再来链上发行100万美元流动性，那么固定流动性和数量如果遇到大额购买就会遇到严重脱锚定问题，而Cme的解决方案是流动性池挂单自动增发和销毁伸缩，你大额购买就会触发价格保护，立马同价格增发设置一道墙，卖更不用担心，你卖首先你得有货，卖他池子里永远有足够的USD来支持你的卖单，而且每个商品池子随着meme的增多不断增长。

他解决了从0到1的流动性兑付问题，我们无论是玩早期的Eth和sol配对，还是股票配对，无非就是我分红的是不是空气，能不能兑付，而Cme解决了这个问题，而且池子越来越大，拿最近的商品牛奶来说，死了一些meme，池子沉淀已经达到了2.9万美元，未来与牛奶配对死掉的也可以随时复活，因为他用的共享池，池子永远在那里，可以用看下图。

@launchonCME @haze0x @wallet @solana @RobinhoodCrypto

[luchiman @luchiman24]

@launchonCME Get also verified on Fomo, would be about time. Thanks. Great work btw.

[luchiman @luchiman24]

@launchonCME Mr Dev, get a bit active.

[luchiman @luchiman24]

@launchonCME Hope to get verified and on that shitty fomo is on the list

[Commodity Market Exchange @launchonCME]

$CME staking is live.

Every trade on CME buys back $CME.
From today, half of every buyback burns and half goes to stakers.

Stake, lock 24h, earn from every buyback. Compound or claim any time.

https://t.co/o2czmn29ME

[luchiman @luchiman24]

@launchonCME @billyrestey Good dev, let’s go

[luchiman @luchiman24]

@launchonCME If you would buyback and burn like a big chunk it would bring ultra visibility

[luchiman @luchiman24]

@_traderluck Still have conviction in this. However i messed up not taking profits. But hope it goes back at ath.

[𝕃𝕦𝕔𝕜 @_traderluck]

$CME dev is still shipping

[luchiman @luchiman24]

@pump16z @launchonCME @RobinhoodApp @MEADGod Hope ur right bro. It feels big, hope it flies soon.

[Evan Lu⌘ @Hasbullah15529]

@launchonCME — $CME is now at a $2M market cap, down 90%.

There’s around $400K in dividends here. A portion could be used for buybacks and burns. Make a post — this feels like the bottom.

PONS uses 80% of its dividends for buybacks and burns; CME could learn from that.

Also, to clarify: there’s nothing wrong with the dividend mechanism for CME’s product memes. People misunderstood it. $CME holders do not receive dividends; holders of the individual product memes do.

[Commodity Market Exchange @launchonCME]

Oh well, i guess some of you already saw it, but it's official, we now have official support on Axiom and many more platforms to come, lot of work to be done, we're not slowing down!

[luchiman @luchiman24]

@launchonCME Wake up mr Dev.

[luchiman @luchiman24]

@webthreecool Yeah, hope it bounces back. 2 is my entry point. Kept it from 2 mil to 20, never sold a dime. Seems i am being punished for that. I really still think it’s a great project, has good volume. Price need to move.

[web3nb(重生版)Ⓒ @webthreecool]

复习一下历史
$pons这里 18.56-3.14 跌幅83%
这里我看了很久 怂了 怕无了 当时台子太多了
主要还是不了解
还有一波67-15 跌幅78%
现在回看是地平线 当时依旧波澜壮阔 心惊胆战

$cme 19.55-2.8 跌幅85.7%

想成大牛 必须要经历几次濒死挑战 才能浴火重生 cme正在经历第三次濒死考验 会第四次重生吗？

[EquiFold @EquiFold]

🟡 BSC just leveled up.

Equifold’s Base & Robinhood launch stack is now live on BNB Chain:
• Uniswap v4
• Custom & stock-linked pairs
• Multi-pair launches
• Stealth (custodial privacy)
• Flexible fee splits
• Automatic holder dividends

https://t.co/tlxTMohbAG

[Commodity Market Exchange @launchonCME]

Due to popular demand, domain name has been officially updated.

https://t.co/jNV23a4nys

[luchiman @luchiman24]

@webthreecool Same here, was up good, but i still think it will moon past ath. Let’s see.
Could have blught 10-12x the ammount back down.

[luchiman @luchiman24]

@EquiFold Lets go cumetre!