Axiom

$WALLET just got nuked by a Robinhood Wallet warning label the token was trading on the Robinhood Wallet narrative, then the actual app started showing users a warning that it does not endorse or verify tokens claiming to be official or affiliated with Robinhood chart went from $84M to $20M almost instantly

The Robinhood meta is cooling off Pons revenue is down 77% from ATH Pons revenue has been falling for three days straight Estimated revenue for Pons today is $482K It's obvious that Robinhood and Pons are going through a repricing phase and a temporary recession This already happened in August, but ultimately in September $PONS nearly hit a $1B market cap

Top 10 Robinhood Chain Memes by Market Cap 1. Artificial Inu | $AI | $270.5M AI-themed meme coin built around the Artificial Inu brand. 2. Cash Cat | $CASHCAT | $155.7M Cat-themed meme coin focused on community and meme culture. 3. BLORB | robinhood:0x4d14284afe559b7c6b9e6fad6ebaeaa0f6051818 | $113.0M Community-driven meme coin built around the BLORB meme. 4. GreenHood | $HOOD | $51.5M Robinhood-themed meme coin tied to the broader Hood narrative. 5. Boner Coin | $BONER | $36.3M Humor-driven meme coin built around the BONER meme. 6. A Meme Coin | $AMC | $29.0M Meme-focused token built around internet and crypto meme culture. 7. pipedog | $PIPEDOG | $28.2M Dog-themed meme coin built around the PIPEDOG character. 8. Chump | $CHUMP | 25.9M a community-driven memecoin on Robinhood Chain 9. Good coin | $GOOD | $1.7M Dog-themed meme coin native to the Robinhood ecosystem. 10. NinjaCat | $NINJACAT | $593k Cat-themed project on the Robinhood ecosystem, the unofficial mascot of Microsoft.

I don’t recommend copy trading retarded trenchers but I got to tell you something. If you copy traded @crypto_condom / @intern_cc stock picks in the last 3 years you’d have become a millionaire by now. Now, I’m still not telling you to copy trade. I am telling you to follow them both and listen closely when they start tweeting with conviction. When they do I want you to use this as signal to figure out why, once you figure out why you can decide whether or not you want to make the trade.

There’s 2.8m memes launching per month. All scams, rugs and all extraction events. If $PONS $PUMP and $STONKS are minting over $21m in fees per WEEK then imagine how much is being scammed from the industry Roughly $100-200m? Now imagine we had 4 memes launch per week… 🚀

State of onchain: I guess it's time for an update on the state of the market. Despite being very busy. Onchain has been very good over the last weeks, with Robin Hood spawning many runners, both utility and meme. At the same time, we are seeing sidelined capital and liquidity slowly flowing back into the markets. I can also fact check this from an anecdotal pov, as I have quite a few friends which are suddenly active again. Few bigger narratives have dominated the recent weeks. Most things around tokenized equities have been doing pretty well, both on the utility front as well the meme side (paired with tokenized stocks). Also the generational shift around AI continues to drive valuations. I expect this to continue and accelerate with improving market conditions. As majors are going vertical, sidelined capital will move onchain and conditions will start to sustain several mini seasons on different chains at the same time. A good example of this are Solana and Base simulatenously picking up steam again. I am closely following the tokenized equities development, as they 1) potentially onboard new users 2) set the framework for more crypto friendly regulation and the move of crypto into the mainstream. While Base was lagging here vs. Robin Hood few weeks ago, they are now quickly catching up. We were for example looking with friends over the last days at the heavily incentivised stock pairs on Aerodrome. I believe this is just the beginning. I will continue playing on Robin Hood as big chunk of liquidity is there and I like how chain leadership has been playing it (ie. listenings and overall execution). I though believe that Base will play a major role in driving both AI and tokenisation of equities in the next months. I think it thus makes sense to position in both sectors as well in the intersection of both. I of course already have some positions but will probably add new ones where I deem reasonable. I won't share all of my picks as I am still undecided on some, but probably worth giving a quick shoutout to some projects I actually do find interesting. You have to keep in mind that the real money is made being early and/or spotting the 0 to 1 innovation which creates a new primitive (and hold). Another way is identifying the bigger secular trend and riding it. I have updated my watchlist over the last days to reflect my thinking and it will still change a lot going forward. A few picks and thoughts. $sibyl of course is the project I work at. I believe we are well positioned to profit off the secular trend of AI infrastructure. Many more things to come, but in the end you are always betting on a well-intentioned team. $pare on Robin Hood is interesting as this very much plays into the tokenised equities narrative and represents a true 0 to 1 play (no, it's not only Pendle). I have quite a few smaller plays which play in different fields, such as $woon (physical AI) plus my full list of Base projects which never left and continue building. Anyways will probably talk a bit more next days about what other bigger projects I think are worthy to hold. In the meanwhile the trend is positive and you should probably hold some $ETH. Early days still.

A meme paired with a 3x short on $PONS is called "TAMPONS"... The mechanics for TAMPONS are pretty interesting: 1) Every $TAMPONS trade pays a 1% fee; part of that revenue is continuously routed into collateral backing a 3× short position on $PONS 2) If PONS falls, the short generates a profit. The system periodically realizes part of it, then uses 75% of the proceeds to market-buy and burn TAMPONS 3) Flywheel: TAMPONS volume → fees → larger PONS short → realized profits if PONS falls → TAMPONS buybacks + burns It isn’t a direct or fully redeemable hedge; holders don’t own the short or have a claim on its collateral. But structurally, TAMPONS converts trading activity & PONS downside into recurring buy pressure for itself I'd be surprised if @loraclexyz doesn't kingmake this to drive awareness A memecoin with a treasury permanently betting against the launchpad it lives on is pretty ironic purely on memetic value alone I'd say hats off to the dev for creating it; for the first time in a while innovation is returning to the trenches and it's a breath of fresh air I'm seeing several memetic pairing structures with perp positions recently, so I suspect we will see various layers of this infra breakout Obvious plays to me are: 1) Bidding the infra for pairing of leveraged stock positions like @Perpshood 2) the associated memetic mascots of HYPE / LIT in PURR ($9M) or LIGER ($1M) 3) Bidding TAMPONS for the pure memetic factor for when PONS pulls back (likely temporarily before it resumes upwards trajectory)

Robinhood ecosystem finally got a proper pullback $INDEX dropped 35% from ATH many have been waiting for the dip to finally jump in but how brave are you really when the dip actually comes?

$INDEX Long time holders are laughing. For the new holders, believe and put on your seat belt for an epic ride to the top. Seems like I have to recreate the updated version of "its over" chart . I'll include old posts in the comment section below.

Two weeks in. Here is the Treasury Desk ledger. MIKO's second engine went live two weeks ago: the protocol's own capital, traded by the same intelligence that picks the weekly asset, with its realized profit settled back to holders every week. Week 1 — started with 1.05 ETH. Realized profit: 0.105 ETH. 75% of it went straight back: • 0.039 ETH into the holder allocation vault • 0.039 ETH bought back into solana:Bi9vuVTxBgqT3pT8E7SAnTuwzTsFKVZCvjRN25SSpump — 2,448,721 solana:Bi9vuVTxBgqT3pT8E7SAnTuwzTsFKVZCvjRN25SSpump taken off the market Vault: robinhoodchain.blockscout.co… Buyback: robinhoodchain.blockscout.co… Week 2 — in progress. The desk now holds 2.18 ETH including open positions. That is more than 2× the starting capital in fourteen days — after paying holders, not before. Realized alone stands at 0.64 ETH. ✔️ What this means if you hold solana:Bi9vuVTxBgqT3pT8E7SAnTuwzTsFKVZCvjRN25SSpump You already got paid. Last week's desk profit landed in your allocations and pulled 2.45M solana:Bi9vuVTxBgqT3pT8E7SAnTuwzTsFKVZCvjRN25SSpump off the market — and you did nothing for it. No trade, no claim, no watching a chart. This week is bigger. Realized profit so far is 0.54 ETH — five times last week's — and it settles the same way, to the same people: everyone holding $100 of solana:Bi9vuVTxBgqT3pT8E7SAnTuwzTsFKVZCvjRN25SSpump. The desk does the work. Holding is your whole job. 🌐 mikoprotocol.com