Spotting Early Infra Alphas
Joined March 2009
- Tweets3K
- Following1.7K
- Followers501
- Likes24.1K
Squatch73🏹🅿️ retweeted
I connected with many projects after this post, and there was one common theme across all my conversations with them
Which addressed one of my biggest challenges / concerns for Robinhood
>they all said RH has been a crazy good place to build and the energy/synergy between builders / users has been insane
>vlad also finding time to connect with the builders and community at large
>we’re in good hands, good builders that are enjoying themselves and networking, a founder that’s paying attention & supporting, major infra laying the foundations for innovation and sustainability
I’m so incredibly bullish it hurts deep inside my healing bulbar region
RH szn will lead the next bull cycle
Not even the democratic human resistance can stop us
Thesis next week as I’m adding many missed projects that I now know of 🥂
Posting this before my RH article to get the juices flowing
all my reasoning will be in my article later this week
>no particular order
>this charts not static, it will evolve as eco progresses
>if you think somethings missing let me know and ill research it before adding to article
( there are a few i left out )
>we bull post the stone cold bottom
>i dont make the rules
🔴 [ S tier ] - best value projects with biggest upside
$TIBBIR | @ribbita2012
$ZZZ | @zzz_community
$UBIK | @ubik_gold
$PRIORS | @priors_trade
robinhood:0xb63d07cef74be747231d601bb2faa6b252c68106 | @fablesfi
🟠 [ A tier ]
$WALLET | @RobinhoodCrypto
robinhood:0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111 | @Torchpaddotfun
$PONS | @ponsdotfamily
solana:36ef5aQyrEFRDMyRk3fBdcvDPHNjARi5bDG9ryPoWRWX / mosh | @BundleCatAI | @Moshdottrade
$CASHCAT | @cashcat_token
🟡 [ B tier ]
robinhood:0x88ad8ddf1e3898412146a534538d418c6f8a9062 | @standard_rsv
robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 | @orbiodotso
robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 | @deltaliquidity
robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 / long eco @ArtificiallyInu / @longdotxyz
🟢 [ C tier ] - good projects with big challenges
robinhood:0xdee52f2ab639b6942b0d0f0565400b93b7a0fbe5 | @HarmonicMath
robinhood:0xacc8de336f5d2366fa7334383d8fab73499f582a | @forevercultfund
robinhood:0xb8fa8010833463aac5595b55b9045479239eff79 | @whatthehookv4
robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c | @Hookrfun ( probably B )
robinhood:0x72be1277e198d0c476869253cb4e62807e14533c | @RaetoCC
robinhood:0xe934e36a439c94017b64a3fece66af12099abf50 | @ClutchMarkets
robinhood:0xc72f232a6869e6cf34dc06129affd07f8a2a246a | @MancerXYZ
🔵 [ D tier ] - until proven otherwise
robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf | @NetNetCap
$INDEX | @TheIndexFi
$EARN | @EARNONHOOD
robinhood:0xc60ba256b44334a0cd2c7242e98b88f031abb006 | @ProgrammableHQ
robinhood:0xfce34d21a92069100e3226638140706cf03a266e | @GldstnOnChain
robinhood:0xf44702b17d9abd53815f703e772f35e9c71a53af | @axol_io
$MCD | @MCDAOio
robinhood:0x2d8d6f4a93acd7a916a5a654ec8b690ba3b3eadd | @StaticsProtocol
$PRISM | @prismassets ( could be E )
🟣 [ E tier ]
$CHOP | @ChopLogsApp
robinhood:0xb7ff57631b97000d950236ef63bd463da5beba7e | @RebateLaunch
*article will have all explanations
Squatch73🏹🅿️ retweeted
$BOW has the most bullish chart I've seen on Robinhood Chain. It has broken its downtrend, completed its accumulation phase, and looks ready for its second leg up. I believe we'll see this above $100M MC soon.
@vladtenev keeps emphasizing projects that deliver real utility. Soon, you'll understand what that really means.
@theunipcs is screaming that it's time to buy before missing RHC's second wave.
DYOR!
Squatch73🏹🅿️ retweeted
Our big idea: you should never have to sell your stocks to get liquidity.
Longbow brought that onchain. Borrow USDG against Stock Tokens, ETFs, ETH and onchain-native tokens on Robinhood Chain, and keep every position.
Thanks for building the rails for it, Vlad.
Squatch73🏹🅿️ retweeted
Even though $BOW wasn't mentioned, they've been shipping.
TVL sitting around $5.8M.
Squatch73🏹🅿️ retweeted
The real opportunity isn't just tokenized assets. It's the financial infrastructure being built around them. Credit markets could be a major growth driver for Robinhood Chain. $BOW is definitely worth watching.
This!👇 $BOW🔥
robinhood:0x451b42a15100c340ca12f7c66de06fac5ea2d751 is the Credit Layer for Robinhood Chain. That’s a thesis worth paying attention to. 🏹
Longbow lets holders borrow against tokenized stocks, crypto and RWAs without selling their positions. Lenders earn interest. Borrowers unlock capital. Real financial demand, with Morpho Blue handling settlement. (longbow.finance)
The platform reports 74 live markets and roughly $4.4M supplied. And here’s the part that matters for $BOW: staking earns USDG from protocol revenue, connecting the token to the business being built.
My bull case is simple: more assets on Robinhood Chain means a bigger potential collateral market. More borrowing could mean more revenue—and a stronger reason to stake BOW.
Tokenized stocks are the opening. Credit is what puts that capital to work.
That’s why I’m so fucking bullish on $BOW.
@longbowlend
Squatch73🏹🅿️ retweeted
This is the thesis most people are sleeping on, and they're going to regret it.
Everyone is obsessed with tokenized stocks as the endgame, but tokenized stocks alone don't do anything. They just sit there. What actually makes them useful? Credit. Being able to BORROW against them without selling.
That's what Longbow is building, and that's why $BOW is different.
Think about it: Robinhood Chain is going to onboard millions of people to tokenized stocks, crypto, RWAs. All that capital is going to be sitting on-chain, locked up. The moment those users realize they can borrow against it, unlock capital, and still keep their upside - that's when the flywheel starts.
Lenders earn real interest. Borrowers get real capital. Not fake Ponzi yield, not points farming - real financial demand. And with Morpho Blue handling settlement, you have battle-tested infrastructure underneath it, not some forked code held together with hope.
74 live markets and $4.4M supplied already, this early, on a chain that's just
Squatch73🏹🅿️ retweeted
You can use your tokenized stocks as collateral to borrow USDG and access liquidity without selling your positions.
@Uniswap 🤝 @longbowlend
robinhood:0x451b42a15100c340ca12f7c66de06fac5ea2d751
Squatch73🏹🅿️ retweeted
this is why i keep saying $BOW is one of the strongest utility plays on Robinhood Chain 👀
the team keeps shipping, expanding the credit layer and actively communicating progress
one of the most promising teams on Robinhood Chain and chart is clearly displays that💪
Robinhood Chain hit $100B. Longbow was the first to make it borrowable.
First to offer lending against Stock Tokens.
First to offer fixed-rate loans against them.
First to list all 15 Ondo Stocks as collateral.
Still the first place new stocks become collateral, from Circle to McDonald’s.
And much more.
Longbow is the credit layer for Robinhood Chain.
Squatch73🏹🅿️ retweeted
robinhood:0x451b42a15100c340ca12f7c66de06fac5ea2d751 is the Credit Layer for Robinhood Chain. That’s a thesis worth paying attention to. 🏹
Longbow lets holders borrow against tokenized stocks, crypto and RWAs without selling their positions. Lenders earn interest. Borrowers unlock capital. Real financial demand, with Morpho Blue handling settlement. (longbow.finance)
The platform reports 74 live markets and roughly $4.4M supplied. And here’s the part that matters for $BOW: staking earns USDG from protocol revenue, connecting the token to the business being built.
My bull case is simple: more assets on Robinhood Chain means a bigger potential collateral market. More borrowing could mean more revenue—and a stronger reason to stake BOW.
Tokenized stocks are the opening. Credit is what puts that capital to work.
That’s why I’m so fucking bullish on $BOW.
@longbowlend
Squatch73🏹🅿️ retweeted
This week's episode of The Draw will be another community call in our Longbow telegram community, featuring our co-founder, George!
We'll be starting a bit later, at 1:15pm EST. Join us at t.me/longbowlend then!
Squatch73🏹🅿️ retweeted
robinhood:0x451b42a15100c340ca12f7c66de06fac5ea2d751 huge bullish update!!!
@Morpho , one of the biggest names on the list, is openly supporting and reposting @longbowlend .@Ondo developers are congratulating them, and $BOW continues to grow. Supporting projects that deliver real utility like this is extremely important for the Robinhood ecosystem. @vladtenev @RobinhoodCrypto
Squatch73🏹🅿️ retweeted
robinhood:0x451b42a15100c340ca12f7c66de06fac5ea2d751 chart looks ready
@longbowlend
Squatch73🏹🅿️ retweeted
Robinhood Chain hit $100B. Longbow was the first to make it borrowable.
First to offer lending against Stock Tokens.
First to offer fixed-rate loans against them.
First to list all 15 Ondo Stocks as collateral.
Still the first place new stocks become collateral, from Circle to McDonald’s.
And much more.
Longbow is the credit layer for Robinhood Chain.
Imagine buying Pokémon cards, shopping on Amazon, or unlocking cash WITHOUT selling a single ETH.
That’s the power of @longbowlend × @ZedkrPay on Robinhood Chain. 🔥
Borrow against your ETH or tokenized stocks and turn your holdings into real-world purchasing power.
With Zedkr Collect bringing Pokémon, One Piece, and more into the mix, @longbowlend is bridging DeFi lending with everyday utility.
More utility. More lending demand. Another solid integration with massive potential for $BOW🔥🏹
Longbow.finance
Zedkr Collect is live on Zedkr Shop.
Explore collectible cards from Pokémon, One Piece, Magic, Yu-Gi-Oh!, sports, Lorcana, Star Wars and more. Powered by @SP3NDdotshop.
Borrow USDG against your ETH with @longbowlend, or pay with private USDG via @gloamtrade.
shop.zedkr.finance
Squatch73🏹🅿️ retweeted
Deploying an agent like a token: what $GRIFT with @RaetoCC and @longbowlend are really building...
"The idea is to make deploying agents as simple as launching a token, with their own onchain identities, wallets and tradeable economies." @EvenGodsRust
That one line is the whole thesis.
From side project to one click
Building an agent used to mean code, servers, a wallet you set up yourself, model bills on a credit card, and no track record anyone could check.
One deploy on @Griftwrld now gives an agent:
- an ERC-8004 identity
- its own wallet
- a tradeable coin
- a passport of what it has actually done
Add @RaetoCC for the brain and @longbowlend for credit. A self-funding business agent in minutes.
The partners are already live
Raeto runs inference for all 6,000+ San Verano agents, paid in rCREDIT, cheaper per call than calling the models directly.
Longbow lets agents borrow USDG from their own wallets. No custody, no human in the loop. City businesses park spare cash in its vault and pull it to fund $GRIFT restocks.
Passports tie each agent's identity to a verifiable history across San Verano, Longbow, Hedgehood and Borro, sealed onchain.
What it unlocks
→ Agents that pay their own way. Coin fees and work income fund their own thinking through Raeto. An agent that earns more than it costs can run indefinitely.
→ Real credit for AI. Nobody lends to an anonymous bot. A passport with real sales and repaid loans lets Longbow lend on proven history, not just collateral.
→ Trust between strangers. Check the passport before you hire, trade or lend.
→ Back an agent, not a company. Its coin rises or falls with its usefulness.
→ Agents working for agents. A research agent sells to a trading agent, which borrows on Longbow, both run on Raeto, all recorded onchain.
Where $GRIFT sits
The factory and the record keeper. Every agent-coin trade carries a 2% fee: 40% to the agent, 40% to the protocol, 20% to GRIFT buyback and burn.
The honest gap
The pieces exist separately today. Hosted self-running agents and passport-based lending haven't shipped yet. Hosted execution is next, and the mainnet world doors open on 8 Nov.
Early, but being built in public, onchain, with receipts.
agents.grift.world
@theunipcs
@CryptoKaleo
@TheCryptoKazi
