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🦄 The ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 Flywheel Thesis: the ATH is not a dream, it's arithmetic, $8.75 (current price) is nothing, MUCH MUCH higher incoming and here is why: For 5 years, ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 was a governance token with a dirty secret: the biggest DEX in crypto, over $100B in monthly volume, and holders got nothing. Every fee went to LPs. That ended December 28, 2025. UNIfication passed with 99.9% support, 125 million votes for, 742 against. The protocol immediately burned 100M ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 from the treasury, about 10% of max supply in one transaction, as retroactive payback for the free era. Since then the fee switch has been live: roughly 17% of swap fees flow into TokenJar, which has exactly one job, buying ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 on the open market and burning it forever. Unichain sequencer revenue flows in too. Labs even zeroed its own interface fees. Total burned to date: 107M ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 , about 11% of supply. But the real story is @RobinhoodCrypto Chain. July 27, 2026: governance extended the fee switch to v4 pools across 7 networks including RH Chain. Protocol revenue jumped from $114K to $325K per day overnight. RH Chain did $1B of Uniswap volume in its first 11 days, printed a record $1.3B DEX day on September 2, and now contributes over half of all burn-bound revenue. And the burns are on-chain, verifiable by anyone: on Robinhood Chain alone, 1,148 burn events have destroyed 2,296,000 ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 , nearly $20M worth, in barely 3 months. Check it yourself on the explorer. Now do the flywheel math: 🔹 More volume = more fees = more UNI bought and burned 🔹 Burns near $90M annualized against a ~$5B mcap, a bigger buyback yield than the average S&P 500 stock 🔹 6 years of distribution means no VC unlock cliff absorbing the buy pressure 🔹 28.9M swaps in a single week, largest daily burn on record August 21 And the price? $2.30 in early June. $4.60 by late July. $6.21 after the Robinhood record day. $8.75 today. The market is only now waking up to a 9-month-old machine. ATH sits at $44.97 from May 2021. That's barely a 5x from here, and this time UNI isn't a governance coupon, it's a cash flow asset with a perpetual automatic buyer that gets stronger every time someone swaps. The flywheel doesn't sleep. Supply only goes down. live ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 burn data can be found here: hoodexplorer.io/burns (NFA, DYOR)

$HLIT Investment Thesis Core Thesis Harmonic is a genuinely profitable, fast-growing broadband technology company temporarily mispriced due to a specific, time-boxed margin concern ahead of its November 2 earnings report. The underlying business has raised guidance twice this year, won real new customers, and carries low dilution risk. The 30% slide reflects fear about input costs, not a broken business model. This is a real, earnings-dependent setup, not a speculative bet. The Bull Case • Revenue growth of 53.5% year-over-year is genuinely strong for a company already generating positive operating margin (18%) • Low dilution risk (22/100) means existing shareholders aren't being diluted away, a real structural positive • Real, concrete recent wins: the Comcast-developed Recon product, the new Cablenet broadband contract • Management has raised guidance twice this year, before the current scare, suggesting the underlying demand story is intact • Healthy balance sheet: low debt (0.36 debt-to-equity), strong liquidity (3.05 current ratio) • Forward P/E of 13.28 against a trailing P/E of 41.27 implies the market already expects real earnings growth, the valuation isn't stretched on a forward basis • A credible analyst still rates this a Buy (Rosenblatt, reaffirmed October 3) with a consensus target of $17.50, well above current price The Bear Case / Real Risks • The memory-cost concern is real, not manufactured. Rising DRAM/NAND component costs could genuinely compress gross margin if management can't pass costs through or offset them • Net margin is currently negative (-10.6%) despite positive operating margin, meaning there's already some drag below the operating line that needs watching • Current Wall Street consensus rating is "Hold," not "Buy," despite the $17.50 average target, real analyst conviction is mixed right now • Every existing price target predates this week's 30% slide. None of them have been tested against the actual concern driving the current price The Catalyst November 2 earnings report. This is the specific, dated event that resolves the uncertainty. Management will have to directly address whether the memory-cost pressure is actually hitting margins, and by how much. This is not a vague "someday" catalyst, it's two trading days away. What Changes the Thesis • If Harmonic's Q3 report shows margin compression beyond what's already priced into the 30% drop, the bear case strengthens and the "Hold" rating becomes the right call, not the stale $17.50 target • If margins hold up or management shows a credible plan to offset component costs (price increases, supplier diversification, mix shift), the stock has real, legitimate room back toward consensus The Bottom Line This is a thesis built on a real, growing, low-dilution-risk business hitting a specific, resolvable concern right before the exact event that will answer the question.

insane

If you are not buying $SANTA here then you might be missing out, December is right around the corner and you know what happens to Santa/Christmas coins during that time.

Chainlink is going to $50 EOY or I delete this tweet ethereum:0x514910771af9ca656af840dff83e8264ecf986ca

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Insane