Bitman
Founder of BITMEN, Crypto Research
Robinhood-chain coins built by real builders, such as STAR, are better dip buys than pump-and-dump coins on Arc, because real builders always get noticed eventually. KOLs have not yet bought the listed coins but eventually will; PAR's 9x rise from 500k to 4.5m shows that real gems just need patience. x.comÂ
Robinhood's position as the first true institution to come on-chain may give it staying power beyond a hype cycle. Hype cycles come and go, but it is too early to count Robinhood out; its presence is unlikely to disappear over the long term. x.comÂ
Crypto assets should reprice upward as purchasing power falls and nearly everything else costs more. Tokenization is still in its earliest stage and should reward patient investment in projects positioned to capture it; an altcoin portfolio centered on Ethereum and value-accrual tokens, with some Robinhood and Arc exposure, should outperform nearly everything over six to twelve months. Robinhood and Arc chains may drive much of the broader altcoin expansion. x.com x.com x.com x.comÂ
Robinhood's record revenue and growing prediction-markets business support a near-term recovery in its stock after earnings. Q3 revenue reached $1.42B, crypto revenue of $120M beat the $114.1M estimate, and prediction-markets revenue rose sixfold year over year, though GAAP EPS missed at $0.51 versus $0.55. CEO Vlad Tenev said Robinhood plans to ramp support for Chain builders, bolstering the case for more ecosystem growth. x.com x.comÂ
Robinhood looks attractive because Robinhood Chain should keep growing and generating cash for the core business. The stock is also retesting a breakout. x.comÂ
Robinhood-chain coins, with AI among the blue chips, are changing hands ahead of the next leg higher, and the biggest moves are still ahead. On-chain data from over 30 hours of scanning the strongest setups on the chain points the same way, and macro looks bottomed. The blue chips include AI, BONER, CASHCAT and MEME. x.comÂ
The era of buying Ether or Solana to make money looks over, as money circulates among smaller tokens while the majors stay flat. First Robinhood's chain and now Arc have drawn the flows. Even whether ETH and SOL are safe havens is debatable, since the top 100 shows these patterns will change. x.comÂ
Robinhood gains a new growth leg as the SEC opens the door to tokenized stocks in the US and it launches a tokenized-equities pilot. Robinhood Chain revenue is tracking past $100 million a year, and crypto rallied despite a Fed hike, with bitcoin back above $76,000. Shares held 104.42, where the 50-day EMA, the 0.618 retracement and the cloud floor converge; 110.91 would put them back above the cloud, and 114.92 would mean sellers are done. x.comÂ
Robinhood Chain broke because its volume went parabolic, a very bullish sign of demand for the chain. x.comÂ
Robinhood Chain looks set to become a major money-maker for Robinhood. x.comÂ
Robinhood is well positioned to benefit from tokenization, which Robinhood CEO Vlad Tenev says is entering a supercycle that will eat the entire financial system. Traditional finance firms will be more involved than many expect, and distribution and liquidity are paramount. Under-covered public crypto infrastructure companies valued below $5B, Bakkt, BitGo and Bullish, are also building in this space, and the pie will be big enough for everyone involved. x.comÂ
