// robinhood $HOOD and the hated 95%+ margin industry: 346million$ net income for a 100billion stock, 245million$ in addressable net income. at the moment the meme trading infrastructure industry is doing an aggregate total of ~250million$ in revenue per quarter (pump, axiom, gmgn, uniswap, etc), in an environment where memes are very much hated these are platforms where they onboard net ~zero-to-minimal new users, as the majority of their current users are mostly pre-existing from last onchain cycle. most might not be aware of this, but in the meme trading infrastructure & platform industry, margins are extremely high. higher than even memory supercycle magins. rpc cost is 10k$ a month, servers are 2k$ a month. fees are 1% of volume. essentially, more than 95% of revenue is profit - which makes for approximately 242.5million$ net income per quarter at the minimum. robinhood $HOOD is currently worth 101billion$ mcap. their latest earnings at Q1 2026 puts them at 1.067billion$ revenue with 346million$ net income. they control the highest population of degenerates on the planet - essentially, the "next 10 million crypto users" that our industry has been trying to onboard for the past 3 years. they have 27 million kyc'ed degenerates on their platform - actual real users. not botted crypto "users" running on the founder's macbook for the monopolizer of the "next 10 million crypto users" with more than 7x coinbase users, it is not unrealistic to assume that they would be able to capture at least 30% of existing (bear market) onchain trading revenue market share. they are bigger than all of them combined in terms of PMF and also control the biggest, untouched customer sector - degens. note that when i say onchain, 95% of onchain volume today is literally memes - personally wish that there is more utility, but the market is bigger than us. so hence we should adapt to the market. 30% of existing meme trading revenue converts to ~80million$ in additional earnings per quarter, given that margins are ~95% for meme trading infrastructure. tradfi brokers (ibkr, fidelity, etc) fight tooth and nail to charge an approximate ~0.1-0.15% fees. gmgn, photon, etc charges nearly 10x that at 1%. it is simply the lowest hanging fruit for robinhood to harvest given their user-market-fit moat. ~80million$ in additional net income represents a +24% gain in robinhood's earnings, quite possibly as soon as this quarter, since as we know in memes things move VERY fast. pumpfun made it from launch to an annualized 600million$+ profit in less than a quarter. robinhood knows that. such a sudden and extreme earnings growth would likely push the stock by 20%-30%, taking a midpoint it's a +30billion$ mcap move on robinhood's table as long as they capture the meme trading infrastructure sector - which is honestly speaking, not hard to do. even nobodies were able to push meme trading infras to 250million+ quarterly net income - let alone the platform with the largest meme moat on the planet (27million degens. 7x coinbase users). obviously, they will do it. note that these calculations were based on a meme eco where so what am i getting here - is that robinhood will likely place memes as their top priority this quarter. there is simply no second best to generate such asymmetric earnings growth for a company in that position. and they have a duty to their shareholders to prioritize what benefits the company most. this isn't a call directed to any meme - but moreso a thesis that memes are coming back. whether we like it or not. the market is the market, and a trader's job is to adapt to changing market conditions.

Name & Symbol: memes will continue ($memes)
Address: 0xf74548802f4c700315f019fde17178b392ee4444

max lev long my friends. gg.

Name & Symbol: Belong ($LONG)
Address: 0x9eca8dedb4882bd694aea786c0cbe770e70d52e3

anthropic did an airdrop before pump dot fun btw

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

anthropic did an airdrop before pump dot fun btw

Name & Symbol: Sport.fun ($FUN)
Address: 0x16ee7ecac70d1028e7712751e2ee6ba808a7dd92

There’s legit no catalysts left, nothing to believe in, btc coopted by DATS/mstr, nations not bidding, tradfi making their own chains (tempo), alt season probably won’t happen again, quantum fud, crypto as a whole tied way too much to trump/republicans and democrats probably win next election (newsom vs vance). Social fi/dapps/owning your own data/web3 failed, nfts failed, music x crypto failed, many heads of different funds stepping down all around the same time Moodeng spawned in these conditions

Name & Symbol: Moo Deng ($MOODENG)
Address: ED5nyyWEzpPPiWimP8vYm7sD7TD3LAt3Q3gRTWHzPJBY

Overhated: crypto degens. Disadvantaged third-world strivers with self-made dreams, psychedelic hyper-futurism, deep New Media lores, no boomers, volatility, exotic financial instruments… One always tries to check oneself, but the charm… is undeniable

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

not saying more tweeting = more pump but... alon quiet for 65 days: -45% alon posting for 3 days: +18% $PUMP price during every quiet period >1 week: 65 days: -43% 12 days: -22% 9 days: -32% best month for PUMP was September, when alon tweeted 40 times https://t.co/vyRm4yj3hP

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

complacency is the biggest killer everytime something gets some initial pop of traction, there’s a gravitational force of vampires, derivatives, sellers, macro nuking, meta shifting and all kinds of things you can’t plan for it might be hard for builder’s to visualize this POV but every single coin that has stayed popular this cycle has destroyed their competition pump/hype/zcash have delivered relatively stable, upward slanted charts by completely dominating their competition now go look at their competitors anything that hasn’t dominated competition has been murdered by the rotations for builders… i could be wrong but if the goal is to survive the rotations, the goal has to be domination. if not, it’s the gulags.

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

lowkey onchain bull season last few days wonder if it’s start of a curve or dead cat leaning start of the curve x402 slightly overhyped but ai agents being able to send money to each other without needing a wallet is definitely fresh buyback flywheels continue to be the best tokenomic setup, no sign of slowing down bsc season not dead but heavily reliant on bnb & aster price which is reliant on CZ, but not wise to ignore this eco, giga cooks can spawn at any time solana needs new narra, maybe led by x402s or pump icm ? UX lead that sol once had is now marginal as other ecos have caught up vest exchange most interesting thing w crypto x tradfi, perps on stocks (hyperliquid for stocks) arguably highest upside opp in crypto rn im an investor in fomo app but also just love using it, cool to see it taking off. the cross chain trading experience is 100% going to get copied by everyone and in a couple months, you’ll never need to bridge again overall wherever macro goes, lots of onchain storylines have room to unfold for a while

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

new ath’s next week orrrrrr

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

币安人生开创了中文token的先河，是革命性的，具有划时代的意义，我们有幸都是时代的见证者 英文meme龙头 doge， 中文meme龙头 币安人生 两者现在市值还相差1000倍 我想说的是，中文meme 凭啥比英文meme差？ 币安人生就是华语圈最好的meme，对于圈外人理解难度也是最低的，对于我们这个圈子是真正有引流加成作用 以后新人进来用的第一个钱包是币安钱包 买的第一个币是币安人生 respect!

Name & Symbol: 币安人生 ($币安人生)
Address: 0x924fa68a0fc644485b8df8abfa0a41c2e7744444

Thought a lot why most people don’t make life changing money in crypto. The number one reason which nobody talks about is feed curation. There’s incredible amount of alpha to be had on CT but most have a horrible feed and are constantly late to opportunities. Heres why: You typically follow the popular creators who have 50k+ views on their posts. But they often have them because they talk about things which are popular. Like plasma after the airdrop. Easiest way to get engagement and this is how they make money. There’s nothing wrong with that but they depend on things going mainstream. Now the traders and researchers talk about plasma many months earlier and don’t get the engagement as nobody cares at that time. They don’t care either cause they’ll put money in and profit massively. So your challenge becomes to curate your feed away from the popular kids and towards the nerds. If you want to make money, you want your feed to be educational not entertaining

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

@EBybit92191 new ath's prove the j-curve thesis by definition

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

Memecoins, rwa, streamer coins, perp dexes, stable coin chains, ICM This all happened in a 2 month period. Traders market

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Reminder: If you bought $APX, migrate it over to $ASTER for 1:1 by tomorrow or you will regret it for being too lazy

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Reminder: If you bought $APX, migrate it over to $ASTER for 1:1 by tomorrow or you will regret it for being too lazy

Name & Symbol: ApolloX Token ($APX)
Address: 0x78f5d389f5cdccfc41594abab4b0ed02f31398b3

best coins attract the biggest whales simple as that

Name & Symbol: Whales Market ($WHALES)
Address: GTH3wG3NErjwcf7VGCoXEXkgXSHvYhx5gtATeeM5JAS1

guy spends $1000 and gets lucky and now has $500,000 of the coin at 50M there’s almost NEVER $500k of buy pressure interested in bidding at 50M and that’s just one holder with 1%… usually dozens of them now these days no wonder there’s no runners whales keep getting burnt topblasting and eventually pick elsewhere to trade launchpads/founders aurafarm too much and let their runners lose momentum to the point where whales lose multiple 6 figures for making the mistake in “believing” don’t know what the answer is but it’s definitely not a casual “return to memes” whales making money elsewhere, which effects where everyone else goes onchain

Name & Symbol: Whales Market ($WHALES)
Address: GTH3wG3NErjwcf7VGCoXEXkgXSHvYhx5gtATeeM5JAS1

most bullish thing about plasma is the free USDT transfers can really see an entire economy start to form around that alone best examples are micro transactions that become practical onchain (finally)

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

the thing about aster flipping hyperliquid in volume/rev so fast is that it can happen to aster with new shiny toy with earlier incentive curve

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

it’s always hilarious when your TL shows you someone’s bullpost from 18hrs ago with 400 likes and then you check the chart and the post was at ATH and now it’s down 70% with zero signs of life

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

things get silly if a pump fun streamer can figure out how to pull 10k+ live concurrent then you start hitting a sufficiently large pool of counterparties to drive things to 9 figs maybe even billions

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

binance perps scam was so insane this cycle >mysterious whales bid mid coin to absolute fucking valhalla >coin violently goes to 9 figs with no breaks >listed on nance/bybit perps >whales short it and dump the illiquid shitcoin relentlessly to 0 now we waiting on alon tweets

Name & Symbol: Whales Market ($WHALES)
Address: GTH3wG3NErjwcf7VGCoXEXkgXSHvYhx5gtATeeM5JAS1

VC is going to heat up again in crypto. Axiom is probably one of the craziest success stories out of YC in a while. Yet it's rarely discussed. Hyperliquid & Pump are making more than 98% of the biggest AI startups. Circle IPO crushing. VC's aren't all retarded and smart ones already starting to catch the next ones.

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

The meta isn’t RWA or collectibles, it’s improving outdated industries by bringing them onchain

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e