guess who pulled the rug from under you?
没想到周五分享的这几个标的周末涨的都不错，看来Robinhood链的财富效应的确是来了 分享几个目前的思路，主要关于robinhood链。分成大币，新叙事，新小币，最后提一嘴 zcash:native 首先是俩大币, ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 与 solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump Pons - 给我感觉今天或者明天可能会有一个短期顶，因为快要有今年2月海力士那种拥挤交易的Feel 英文线那边很多KOL追Pons的收入和Burn已经持续一两周了，这几天的迅速拉升一是收入有明显提升，二是中文线这边讨论度忽然变密集 (感觉 @BTCdayu 功不可没） 虽然从当前收入/市值比跟Pump比明显低估很多，但这是基于这几天忽然飙升的数据来算。未来如果Robinhood链能一直火，Pons数据也能一直保持，长线肯定不止这个市值。只是短线来看情绪有些Fomo，偏拥挤交易，感觉可以考虑止盈一部分 StonkBroker - 这个跟两个新叙事都有关 第一是他自己的东西，STORMM + Leverage Machine，可能9月份上线，想法是利用Uni V4的Hook来做代币化股票的期权 众所周知链上期权这个赛道几年了一直做不起来，基本Deribit一家独大，不过那是纯Crypto资产时代。现在链上代币化股票时代，股票这东西期权一直是个巨大的市场，跟Crypto资产主打永续完全不一样，所以链上期权至少可以再试一次？ 机制就不花篇幅介绍了，链接在这，大家有兴趣的可以去看 https://t.co/kzOWqzamSs 第二个是关于这种Meme配对股票底池的玩法，有StonkBroker这种一篮子股票的， 还要单吊英伟达，MU，台积电，SpaceX等各种。老外那边有人提出来，有没有可能哪天我们找个小盘股配对一个超级Meme，一顿猛炒，最终实现对这只股票获得某种形式的股权控制？ 很有脑洞，虽然实现起来难度不小，除了需要海量的手续费之外，Meme池子控制的代币化股票，到底有没有投票权，如何监管这些都是问题。不过至少这东西咱们从来没玩过，是个很有意思的新方向 说完大币和新叙事，说说小币，新买了一个 up-2:native , 因为看Defillama上面Robinhood链的数据，收入已经排进前4，Dex里面除了Uniswap基本就是它了，市值只有几百万（不过Coingecko显示FDV是2亿），买个彩票仓先 然后Robinhood链上Spot第一是Uni，TVL第一是Morpho，Perp第一是Lighter，这仨我也都买了些，看好Robinhood链就买上面的龙头呗 最后是 zcash:native , 众所周知我一直主张“隐私应该是一个Feature，不该是一个单独的Product或者代币”，所以一直对ZEC无感。不过最近忽然想通了，觉得这一轮牛市（如果现在是牛市不是反弹的话），ZEC大概率跑赢BTC和ETH，有些路转粉。但这个帖子已经太长，原因明天新开一个贴说
Tweet Time: 2026-08-30 13:44:08 (UTC+0)
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market feels a little hot flip new launches fast as they will all trend to zero more and more quickly consolidate into the winners as they will keep floating up the winners on robinhood i am allocated to are solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump hated rally incoming, ath and beyond, theres never been a project since doge with as many derivs $NET 'rw-play' defi meets memes meets gaming meets gambling..... the most interesting net-new (heh) thing onchain this cycle other small bets scattered around but for memes as a category im going to ride these for now these are the best early cycle narratives with the most upside imo majors not considered in this post ofc and thats where your biggest best should be placed ok lets see
Tweet Time: 2026-08-30 08:52:33 (UTC+0)
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solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump is up 2x now since my post making it officialy 3/3 on coins with a REAL LP Thank you $ANSEM, $CASHCAT and stonkbroker Now let's continue to COOK
Tweet Time: 2026-08-30 07:33:48 (UTC+0)
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Market caps don’t tell you what you’re actually buying here. $CASHCAT has no product, but it has the strongest distribution after becoming the first chain-native meme listed in Robinhood’s US app. ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 collects launchpad fees and uses around 80% of its share to buy and burn the token. $AI is the leading AI meme on a chain Robinhood itself describes as AI-native. Strong narrative fit, but no fee mechanism yet. $NET is an OHM-style protocol with a treasury holding USDG, liquidity and tokenized stocks. The concern is an ~$8M circulating cap against a ~$98M FDV. solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump is spent and burned to activate broker NFTs. Trading fees buy tokenized stocks for activated NFTs, not token holders. $INDEX taxes trades by 3%, buys a basket of 18 tokenized stocks and distributes them to holders every 15 minutes. $PIPEDOG and $DOGO are the dog bets. $HMM extends the CASHCAT category. tendies-2:native trades on the original Robinhood and Reddit casino culture. Two fee or burn systems, two stock-linked experiments, one treasury, one listed mascot and four culture trades. Will update the board to see what actually survives.
Tweet Time: 2026-08-30 07:26:49 (UTC+0)
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solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump up only mode 超级大利好
Tweet Time: 2026-08-30 01:17:17 (UTC+0)
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solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump thesis is intact and ath is coming https://t.co/B7qSzIpv7s
Tweet Time: 2026-08-29 20:45:39 (UTC+0)
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