Rekt Fencer
Founder of X DAO, Crypto Trading Guides
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
AI is the first meme paired with tokenized NVIDIA, so trading volume accumulates NVIDIA and shrinks AI's circulating supply. Buying AI adds tokenized NVIDIA to its vault, while selling burns supply and locks the rest. It is at $340M after a new all-time high, serves as base asset for 2,000+ pairs, and is still not listed on Binance, Coinbase or Robinhood. If Robinhood Chain prints multi-billion-dollar memes this cycle, AI should get there first. x.comÂ
Base's second wave was exponentially bigger than its first, suggesting a similar surge could lie ahead for Robinhood Chain's large-cap coins. TOSHI went from $50M to over $1B and VIRTUALS from $30M to over $3B; expect AI, PONS and CASHCAT to do something similar. x.comÂ
Robinhood's growing prediction markets, options and Gold subscriptions make the $90s one of the most exciting times to buy. Q3 event-contract revenue reached $173 million, up over sixfold, options rose 31% to $399 million, and Gold subscribers reached a record 5.2 million. Crypto revenue fell 55% year over year to $120 million, and Dr. Crossroads reported misses on revenue and EPS; Robinhood remains a great buy as its international reach and banking services expand. x.com x.com x.comÂ
The AI coin is one of the two highest-confidence bets on the stock-paired coin category because power laws concentrate value in a tiny number of winners. Two coins make up 55% of the meme stock category, and at the AI memecoin peak the top two held 57%, so if the category rises, AI and BONER are the simple bet. The ecosystem likely needs those two to climb before the rest catches up; once they break out, hunting smaller coins may pay, though early ones could go to zero. x.com 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 on-chain ecosystem season should keep going because Robinhood itself keeps feeding it assets, apps, distribution and public support. When native coins win, Robinhood lists them: CASHCAT and PONS now trade there, putting on-chain memes before the same users buying stocks. Users can trade memes against tokenized stocks, launch pools into locked Uniswap liquidity, borrow against stock tokens and trade Lighter perps in Robinhood Wallet, and CEO Vlad Tenev publicly backed Stock Tokens. … Show more
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 Chain broke because its volume went parabolic, a very bullish sign of demand for the chain. 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
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 Chain looks set to become a major money-maker for Robinhood. x.comÂ
