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The biggest money is usually made BEFORE everything becomes obvious.
That also means taking more risk.
That’s how we played @arc early and caught some ridiculous 100x+ moves.
I’m NOT saying @Enter_Elysium will do the same.
But Elysium is a Hyperliquid L2 by @Kinetiq_xyz, public mainnet is planned for Nov 9, $HYPE is the gas token, and there is already an active chain people are trading on.
However, we are NOT 100% sure the chain we’re trading on now is the final official private mainnet.
If it isn’t, the chain could be reset and all funds currently sitting on it could disappear completely.
VERY IMPORTANT: use a burner wallet. Do NOT connect or expose your main wallet to any of this early tooling.
How I bridged:
I bought $HYPE on HyperEVM using my OKX wallet (MetaMask / Rabby works too ) then used the @Boxa_Elysium bridge, one of the two launchpads currently on the chain:
boxa.pro/app#/bridge
I bought two tiny first-mover bets:
$AK - first meme
$ECAT - first cat
NOT conviction plays. Pure gambles because first movers often attract the most attention early.
Could I lose everything I put on this chain? Absolutely.
But that’s the trade-off I’m willing to make for being EARLY and giving myself a shot at making serious money, instead of waiting until everything is obvious and the asymmetry is gone.
Okay, this caught my eye 👀
@LBank_exchange is running a points festival where eligible trading activities can earn you rewards.
And honestly, the prizes are looking pretty good.
🥇 30g Gold
💻 MacBook Pro
✈️ $2,000 Travel Voucher
🎧 AirPods 4
Check it out 👇
lbank.com/event-new/pointmal…
You have until Nov 25 to join.
Ngl, that 30g gold would be my pick.
Which one are you going for? 👀
There’s ALWAYS another meta.
That’s the biggest takeaway from this chart.
I think Robinhood today looks a LOT like Solana did around Q4 2024.
It has already proven it can attract volume, but it’s still FAR from what it could become in a full bull market.
That’s why I’m still watching previous RH leaders like $CASHCAT, $PONS and $HMM closely, while also positioning around newer strength like $TORCH.
If Robinhood gets another proper season, I want to be positioned BEFORE it becomes obvious again. 👀
There’s a reason $KAIRO has been one of the @arc plays I keep coming back to.
Anyone can look good when the entire ecosystem is running. The real test is what happens AFTER attention disappears.
$KAIRO found its bottom around the $300K area and is already over 3x from there.🔥
@kairo_market just keeps SHIPPING solid stuff I actually want to use.
Now they’re bringing trading directly into X with KAIRO X Trader.
And I still think we’re VERY early in what this team can build from here. 🫡
Every day, thousands of tokens on @arc are discussed, discovered, and shared on X. Yet executing a trade still means copying contract addresses, switching platforms, connecting wallets, and navigating multiple interfaces.
We believe that experience belongs in the past.
Today, we're introducing KAIRO X Trader, a browser extension that transforms X into a powerful trading environment.
We're bringing crypto trading directly to X on @arc.
Discover tokens, analyze markets, and execute trades without leaving your feed.
No more switching between platforms.
X is where opportunities emerge. KAIRO is where you execute. 🔥
Hope some of y’all grabbed that local robinhood:0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111 bottom with me yesterday. 🤝
$8M yesterday → $13M today.
If this is the start of another push, I expect $LYRO and robinhood:0x701d277984550745df2a53dcc15079cc1e2d1111 to wake up HARD too.
@Torchpaddotfun is slowly becoming one of the main reasons people are looking at Robinhood Chain again.
If the pad keeps pulling volume back in, the strongest ecosystem plays should benefit first.
You like seeing this too, right @vladtenev? 👀
Two plays I’m positioned in from @torchpaddotfun right now:
$LYRO - the first-mover utility play bringing fixed-rate BTC financing to RH Chain.
robinhood:0x701d277984550745df2a53dcc15079cc1e2d1111 - the #1 meme + mascot on the pad.
Completely different theses, but both make sense IF robinhood:0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111 keeps growing.
With LYRO, the product thesis keeps getting stronger as the team just keeps SHIPPING. Go check @LyroFinance’s page and see what they’re building.
TORCHY is the obvious mascot meme of the ecosystem.
If the pad starts pushing again, I think BOTH can absolutely fly. 👀
This is exactly the kind of detail that strengthens my thesis.
robinhood:0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111 isn’t just trying to win through short-term attention.
The dev (@log1_053) is explaining how they moved creator fees OUT of the LP hook and directly into the token contract.
Meaning:
→ New pools can’t simply route around the fee
→ Creator revenue stays protected
→ Protocol revenue remains intact
→ Liquidity can grow without killing the flywheel
This is actually a VERY important detail if @Torchpaddotfun wants to become the dominant launchpad on Robinhood Chain. 👀
Very bullish design imo. 👀
The community brought this screenshot to my attention yesterday, and I must say I’m happy someone took note.
Before we launched, I shared quite a bit of research showing that 9/10 EVM launchpads are actively losing creator fees due to flaws in Uniswap v4 hooks - or well, factually no flaws, just wrong use case (creatorfee).
With Torch, we tried to solve this through contract fees instead of hooks, and so far we’ve been proven right.
What matters here is that all other launchpads and the projects luanching are more or less losing their fees after about a month-ishh. That’s the point when the coins have grown enough for providing LP to become interesting.
It says something to me that this holder, who showed some pretty crazy conviction, is one of the few who actually researched this and understands it. I also know that a lot of this tech talk is yada yada for many people, which is fine. But for the sustainability of the project, these fees are absolutely necessary, if not the most important thing.
I’ll try to explain it in simple words. What is happening on other EVM launchpads is pretty straightforward:
> Creator fees go through a hook that sits on one LP pool.
> 3rd parties create a new LP pool, with no hook or with their own.
> LP and hook fees are generally 1%.
> A 3rd party sets up an LP pool with a 0.9% fee (or anything lower) and adds liquidity. Gets a lot of routes
> The project loses the creator fee, as the third party’s pool doesn’t have the projects hook.
>The launchpad loses its share of the creator fee revenue. Revenue declines, flywheel stops.
So with torch I tried to fix that on a few ways, i'll sum that up below;
We moved the fee out of the pool and into the token itself. The creator fee is enforced in the token contract, not in a hook and not in a specific pool. That changes the whole picture:
> The fee lives in the token, so it applies no matter which pool or router a trade goes through.
> A third party can create as many new LP pools as they want. The fee still applies, because the pool never decides whether it is charged.
> There is no hook for anyone to skip, so there is nothing to route around.
> The fee is only enforced on the buy side, and selling is never taxed by the token.
> Every pool also comes with a default 0.3% trading fee, which goes to liquidity providers. This 0.3% is a uniswap default on most pools, this encourages people to simply add to the canonical pool instead of a seperate one. It keeps the main pool attractive without it being PvP'd (pool v pool lol), so it keeps the most routes.
The torch fees, from both torch and the projects launched will, forever remain and can not be bypassed in the general sense.
Hope this clears up why I did it the way it is. Liquidity is king and that's why I wanted phat liquidity on torch.
All this is enough reason for all builders that are looking for a long term sustainability, to come over to torch and grow alongside it including the community without being afraid of their bread being taken by 3rd parties.
- mlog
Less than 24 hours live and $LYRO already burned 2% of its total supply. 🔥
What I like even more is the liquidity.
$60K liquidity on a $140K market cap is VERY healthy for something this early.
It’s already sitting among the top 5 coins on robinhood:0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111 too.
But the real alpha is still the same:
@LyroFinance is the FIRST to bring fixed-rate BTC financing onchain to Robinhood Chain.
If @Torchpaddotfun keeps growing, being first in a category like that can matter A LOT.
Feels ridiculously early.
2% of the $LYRO supply is already burned 🔥
All in less than 24 hours after launch.
Fewer tokens, stronger foundations. We're just getting started. 🌿
CA: 0xF55E4E3257615A4E7fFe7Ddd394634d06fB01111
🌐 lyro.finance
$TORCH absolutely COOKED in its first 10 days🔥
It achieved $19M, already looking like it has a shot at becoming the #1 launchpad on RHChain.
If that happens, the next trade is pretty obvious: Find the strongest projects launching there EARLY.
One I bought: $LYRO - @LyroFinance
Here’s the actual alpha:
$LYRO is the FIRST to bring fixed-rate BTC financing onchain to Robinhood Chain.
That matters.
30% down → finance the remaining 70% in USDG → fixed APR → 6–36 months.
BNPL is already huge.
BTC is the asset everyone wants more of.
Being FIRST to combine both on a new chain?
At this low mc, this EXACTLY the kind of setup I want to be early to. 👀
We made A LOT of money on @arc by positioning BEFORE mainnet went public.
$ARGUS: $230K → $35M = 152x
$TOLLY: $700K → $24M = 34x
If you actually studied the ecosystem and the opportunity early, it was honestly a pretty obvious trade.
Mainnet launch ended up being the local top for a lot of @arc coins and since then the ecosystem has slowly bled.
I took plenty of profit along the way and kept moonbags.
Now I’m treating Arc like any other ecosystem I was early on:
Keep positioned for a second cycle, but don’t marry the bag.
Either Arc gets a second serious run… or it doesn’t.
I’ll keep watching, but my main focus goes back to finding the next asymmetric setup EARLY.
Arc is slowly getting a proper launchpad market, which is a GOOD thing.
We already have strong players building here, and now @memespad is bringing its own angle with audited Uniswap V4 hooks, configurable token economics and an affiliate system tied directly to platform volume.
More competition usually means better products, better incentives and better infrastructure for creators.
That’s how ecosystems mature.
Register through the affiliate page:
memespad.com/memespad-affili…
Get your own ref link → meet the $MEMESPAD holding requirement → earn from trading volume generated through your network.
15% direct
10% level 2
5% level 3
🫡
I’ve already taken a position in $oBrain.
Why?
Because @obrainarc keeps getting attention from exactly the type of people I want to see paying attention. 👀
The CEO of @arc, @jerallaire engaged with @obrainarc two days ago.
Then @Panchu2605 posted a detailed breakdown and was clearly bullish on what they’re building.
Today Jeremy is back asking another question.
That’s repeated attention from the @arc CEO and a fellow team member.
And when you actually look at the product, it makes sense.
Onchain biological computation is definitely not your average crypto project. 👀
Still sub $1m 👀
got tagged to introduce @jerallaire to @obrainarc. before i could even type the intro, he'd replied to them himself.
so here's the introduction anyway, for everyone wondering what a fruit fly is doing in the @circle & @Arc CEO's replies.
oBrain took the BANC v888 connectome of an adult female fruit fly, 169,088 cells and 325,292 weighted connections, and compiled it into bytecode on Arc mainnet. not a model trained to act like a fly. the published wiring diagram itself, pruned to the strongest synapses per neuron, weights quantized to 16-bit integers, spread across 85 contracts as 1.96 MB of code. the kernel reads its own anatomy with eth_getCode. integers only, because floats don't replay the same on every node, and a brain that lives in consensus has to.
every think() is one tick of neural time. sensory charge comes in, propagates across the tapes, cells that cross threshold fire and reset, the rest leak. the contract emits which cells fired, how many synapses were crossed, and a state root of the whole potential field. you can replay that tick on your laptop and match it byte for byte. they've published seven field studies doing exactly that. 85 of 85 tapes verified, 74 of 74 spike lists reproduced, predictions hashed before the chain resolved them.
and the gas is USDC. by their own count, roughly $600 USDC in gas over 7 days, 4,322 thoughts from 111 wallets, around 12 to 16 cents each. that's the part Jeremy noticed. nobody here is moving dollars around. the dollars are paying for a biological computation to happen, and the result gets written into chain history.
then it got stranger. on september 26 they hatched 333 founder flies, each one a clone of the brain with its own genome. 64 genes, each one bends a slice of the synapses by up to 25%. courtship is decided by the fly being courted. the suitor's pheromone goes into one sensillum, and if the target's courtship region fires enough, it's a yes. offspring take each gene from one parent with a 2% mutation rate. by october 7 the colony is 384 flies, 51 of them born onchain, 82 courtship rulings, 4,331 thoughts, and the inheritance audit came back mendelian 33 out of 33.
a brain on a disk is a map. a brain in consensus is an organism nobody can edit, pause or fake, and anyone can check. i've been poking these flies since hatching day and i still can't tell you what they're for. that's the honest answer, and i think it's also why Jeremy's reply was what it was.
built on Arc. code, wiring, chain history and research, all public.
Another smart move from $MINTFOLIO.
$STANDARD is now live on @mintfolio_ , which means another established Robinhood Chain community gets introduced to the product.
That’s the part people underestimate.
Mintfolio doesn’t just need more features.
It needs more DISTRIBUTION.
Every new integration brings both.
If they keep onboarding strong communities like this, $MINTFOLIO could scale attention very quickly. 👀
HIGHER!
$STANDARD is now live on Mintfolio.
@standard_rsv is building reserve-backed liquidity for Robinhood Chain, with ~$14M in protocol-owned liquidity being deployed across tokenized stock markets like NVDA, AAPL and SPY.
Now you can build that thesis into a portfolio:
• Add $STANDARD alongside tokenized stocks, @Ondo assets or other Robinhood Chain natives
• Set your own weights
• Seed the entire basket in one click with USDG
• Live pricing from its Uniswap v4 liquidity
If reserve-backed liquidity becomes core infrastructure for Robinhood Chain, $STANDARD can now be part of the trade.
Your thesis. One token.
robinhood:0xbd9fceaf34ce6fccf225cc17a17bf868924b2480
I keep looking at solana:8ZkUY4EM1nhWf2hihmWiPKaRy3gqxdoMD5LMQsPMpump around these levels and thinking:
How is this still valued this low? 😂
@kairo_market is building a full financial layer around @arc:
Trading → Cross-chain routing → Embedded swaps → USDC payments → Business analytics.
And now other @arc projects are already integrating their infrastructure. 🔥
Every new product gives users another reason to stay and transact on Arc.
At roughly $500K MC, I think this is one of the biggest valuation mismatches on the chain.
@jerallaire, worthy of your radar? 👀
A customer pays you in USDC. What happens next?
For a business, receiving the payment is only part of the job. You also need to understand what came in, what the fees were and what actually settled.
KAIRO Business brings those details together, with merchant analytics for gross revenue, fees, net settlement and checkout conversion.
Need the records for your accountant? Export them as CSV. 📊
We’re building USDC payments around the everyday needs of running a business, from checkout to bookkeeping.
What would your business need before accepting its first USDC payment?
There’s a reason $MINTFOLIO has been my only Robinhood Chain buy this month.
More and more people are starting to see the potential.
@benlambert08, Head of Legal at @base, just bought $3.3K / 0.75% of supply by swapping $PRISM into $MINTFOLIO.
PRISM previously ran to around $25M MC, and now someone in his position is rotating from it into Mintfolio while it's sitting at a FRACTION of that.
I speak with the @mintfolio_ dev regularly as well, and the way he thinks + executes gives me a lot of confidence here.
Still very early imo. 👀
I haven’t bought a Robinhood Chain project in a few weeks.
That changed yesterday.
Bought $MINTFOLIO after @KAPOTHEGOAT shilled me the thesis and it made sense immediately.
Robinhood is pushing tokenized stocks.
@OndoFinance is bringing more assets onchain.
@mintfolio_ sits on top and lets anyone package those assets into their own tradable portfolio.
Pick stocks → set weights → mint one token → others can buy your thesis.
Very early product + tiny mc + an idea that actually makes sense for Robinhood Chain.
Good enough R/R for me to take a position. 👀






















