The overlooked stage is exactly what we built for.
@faustprotocol started as a dead piece of your own code, the stream engine your team open-sourced in 2018. We revived it and pointed it at Robinhood Chain: every transaction indexed since block one, every wallet profiled by realized PnL, the first live measurement of tokenized stocks trading on-chain.
Small, unproven, easy to overlook. So was the chain a month ago. It did $190M+ in stock volume anyway.
We have the whole record.
@vladtenev we built something we think you'd genuinely love.
We revived Faust, the stream engine your team open-sourced in 2018, and pointed it at Robinhood Chain. It's indexed every transaction since block one and became the first tracker for tokenized-stock trading volume anywhere: 96 verified stock tokens, 2,900+ impostors filtered at the address level, every swap measured and priced.
Month one: $190M+ traded. NVDA $96M. SpaceX, a private company, doing $29M on a public chain.
You've been saying stocks would move on-chain for years. This is what it looks like measured, live, verifiable by anyone:
@faustprotocol@vladtenev
π¨ Tokenized stocks did $190M+ in volume on Robinhood Chain in month one.
NVDA: $96M
GME: $49M
SpaceX: $30M
Robinhood is for RWAs.
Source: @faustprotocol
A month ago I revived a dead piece of Robinhood's own code and pointed it at their new chain.
The engine is called Faust. Built by Robinhood engineers, open-sourced by Vlad in 2018, abandoned for eight years. Now it runs https://t.co/CseyznV8KT 400M+ events indexed since block one, 1.5M wallets profiled by PnL, and the list of the only 38 wallets on the chain that actually make money.
The pattern: every cycle mints one flagship agent. Solana minted $GOAT, pure voice. Base minted $AIXBT, a voice with a data layer underneath, and it defined the meta. $FP is the third generation: same stack, but the data is verifiable.
Robinhood shipped trading agents. Their MCP executes, ours informs. The seat only gets filled once.
$FP is live on Pons. https://t.co/vowE5zCR14.
You've seen agents that talk. This one proves.
$FP (formerly $FAUST) is now live on Pons.
Faust began with an open-source data engine built by Robinhood engineers.
We revived it for Robinhood Chain and turned it into a live intelligence layer that indexes every transaction in real time.
The protocol, dataset, terminal and agent were live before the token existed.
Robinhood shipped the hands.
FAUST shipped the eyes.
CA: 0x0c25AA36986e0Ae904d0233695E828D08A065fE2
https://t.co/gtgYeaEFNn
We just ran FAUST Protocol through every transaction to ever happen on Robinhood Chain.
268M events processed.
333K tokens.
1.57M wallets profiled.
26,400 smart wallets identified.
$FAUST is now the largest dataset on Robinhood Chain, and the leader across all five signals: whales, smart money, momentum, listings, and flow.
Every transaction since block one, organized and scored.
And it grows every hour.
Real value for the chain, and for the agents trading on it.
@vladtenev@RobinhoodCrypto@asksol@vineetgoel92
https://t.co/fYTVyzzciN
$AMINO (per request)
Not much has changed on this one. Sellers seems to be dried up down at these levels and the founder keeps buying.
Just needs to clear that $10 million MC resistance to really have a run.
Team's still working hard. Let's see what the next couple months have in store for us and stay tuned for updates from the team on what else they're working on.
New AI app is progressing well and looks really solid.
from someone that publicly bought 20k, sold 70k, rebought 50k and sold 100k [so basically every inflection point for 3 years, apart from being wrong in December/January about immediate higher prices and altszn]
my thesis for new highs, which is super contrarian and dunked on currently, consists of quite a few more variables than ppl close to me think, which include my trading edge(s);
so obviously I'm not going to share it all but some breadcrumbs that don't jeopardize/dillute my edge;
macro for the next few quarters is better than most ppl think, Trump is bullish for mkts regardless of what's he yapping and doing on the surface, there's a divergence between economy and Fed decisions<>words<>actions which usually happens in pivotal years and take about 6-12 months to fully play out [see 2021, 2022], there's idiosyncratic crypto variables that are all screaming higher prices, in equities we're getting signals that beta assets will finally run for the first time since 2021, then adding that beta info to crypto I realized that secretly in the shadows we're at the very early infant stages of beta outperformance but nobody can see it yet except me which is fine because 'altcoin animal spirits' can only reignite if BTC is above 100k, but if I'm right, by that time, fastest horses will be 50-250% from the lows, so I will be 2-3x from the lows while everyone is flipping bullish and starting to bid beta
not much more variables I can give, or share details/data on the ones I did give, I'm super paranoid of alpha/edge decay/dillution, go sit your ass down and study.
we're waiting for a 'narrative' to pick it all up but ppl don't realize price creates one and u have USA strategic reserve, ppl think other countries won't join, they will and they will buy our bags at the top, capitulate the bottom of bear [I've talked about the former already, GCR talked about the latter, I'll take that confluence any day man]
QT ending in April is underlooked asf, markets are starting to price it in
ppl overreacting to tarrifs, false recession calls, doomer theories of cycle being over without any concrete reasons other than their favorite influencer saying that some fucking memeline broke and we're going lower, sheep herd mindset, and these influencers have been wrong for years, while I ran circles on them, they salvaging shitty predictions later on with "traders adapt" when market forces them to flip bias, so yeah, fuck that and fuck them
obviously I think there's not much more room for major stocks, but beta runs can exceed multiple quarters, just look at any previous cycle top in equities, from 1930 even
positioning is offside, sometimes even overweight short while alts are down 90%, BTC 30%..? lmao?
in a bullrun, with liquidity steadily rising?
like, ppl are saying "everyone is all in", no, they're not, most ppl burned through their portfolios by buying memes that went down 99% and then leveraged the rest, the ones that made money cashed out and are waiting to deploy either higher or in bear lows
perfect storm, I learned that for a bullish trade to work it has to have specific spectrum of sentiment & positioning - most people are hurt, down bad while on the other side there's a large chunk of money on the sidelines waiting to push the assets higher
you need desperation & capitulation from majority [retards], but you also need someone to buy your asset at a higher price [lesser retards], otherwise hows it gonna go higher lol
also my technical system just tells me 130-150k, my system hasn't been wrong yet, even signaled top at 108k but my stupid ass chose to ignore it lmao and took a fat loss by the time I went flat at 100k ["it's just a 10% loss?" no, I was levered to the tits and in high beta lol]
like yeah we all know macro is unsustainable in the long run and is going to collapse on our faces in the next 2-5 years, 2008 style, but until then, play the fuckin casino and stop being a bitch or you gonna wake up in 2032 being broke.