Vlad mentioned Robinhood Chain in Q3 earnings call
Already more than we got at HOOD Summit
Numbers:
> $50M+ in fees
> $26M hit Robinhood's books
> 22% of all crypto revenue
> 4x Bitstamp
Without the chain crypto was down QoQ. With it +20%
Prediction markets already bigger than crypto
Robinhood Chain is the only thing growing in crypto
$INDEX team emptied their own wallet. Rug?
The payout bot got emptied on Oct 21:
> 4.2M INDEX (~$23K)
> 18 stock tokens (NVDA, AAPL, MSFT and others)
> 3.14 ETH (~$7K)
All went to a fresh wallet. No txs since
Right now:
> @TheIndexFi silent since 8 Oct
> No payouts for 9 days
> Distributor still holding $10K in stocks
Idk why the INDEX team is silent after 9 days of no payouts
Could be a wallet rotation. Could be the end
$INDEX volume $9K. Holders get only 3% of payouts
Total volume across all markets ~$330K
But fees only come from this thin Uniswap V4 pair:
> $9.3K volume
> 73 txns
> 11 buyers vs 28 sellers
INDEX holders are getting 36x less payouts than they should rn
No fees → no stock buys → flywheel dead
@TheIndexFi still quiet. Chart is cooked
Still waiting for the next random $5K sell to dump it
Robinhood Chain: 3 steps to revive the trenches
Chain is bleeding. Volume dead. Retail leaving
They can still fix it if they really want to
> Engage with the chain
Vlad and the team need to be in the trenches talking to builders
First 60 days they were active and everyone traded. Then they went quiet and it started dumping
Don't become Base
> List more native tokens
$CASHCAT showed app users want onchain tokens. Over 20% of supply is in RH wallets
$PONS ran to almost $1B and they did nothing
Show that any project with real attention can make it into the main app
> Real builder support
Grants, hackathon, audit help, market making
Where's the 9 figure grant they were talking about?
Why throw $700K into trading contests instead of your own chain?
@MEADGod said the team is supportive but neutral and doesn't pick favorites
Favorites = leaders. A chain without leaders dies
@vladtenev, you still have the 25M users
Stop ignoring Robinhood Chain eco
Big day for Robinhood Chain. New season or more dumping?
Look at what @RobinhoodApp been posting last two days
The gap between their earnings plan and onchain reality is obvious
[1] Tokenized stocks with heavy compliance restrictions
> Pushing 24/7 weekend trading for stocks
> Saying they'll add more utility and integrations
> Product is moving, but compliance still comes first
[2] Event contracts + trading contests to boost volume
Robinhood focused on two things last two days:
> Pushing Congress election contracts through RH Derivatives
> $700K crypto lottery for trading SUI, HBAR, ONDO, INJ, CHIP
CT mad. Own chain bleeding ($CASHCAT, $PONS, $INDEX) while they throw $700K at big coins for the earnings numbers
[3] Onchain reacts hard to @vladtenev moves
> Today Vlad retweeted HarmonicMath with 👀
> HARMONIC meme runs to $3M mcap
> Shows how starved the chain is for any real attention
Public company playing for Wall Street vs onchain waiting for real support
Today Vlad and the team either bridge the gap or they don't
Ozzy dropping hints? Big cooking on $PONS
@MEADGod been replying with 2-3 words for days. Read them all together and it doesn’t look random
> Gotta get all the people to RH 🚬
> Almost time yup
> Very excited to be in 🇪🇺
> Tokenized stocks: almost like they don't want to make money + have proper distro globally lmfao
> App: great interface and ease of use… this is just a small thing in a grand scale of things
He's not quiet cuz there's nothing
He's quiet cuz moves are already lined up
His replies show where he's going:
> Pull people back to Robinhood Chain
> Ride the tokenized stocks meta
> EU compliance instead of pure degen
> Mobile app + almost time
After tonight's earnings we'll see if Ozzy's cooking + new app can bring people back
Bullish news about $PONS. EU expansion starting
Ozzy just dropped that Axis Group, EU crypto lawyers, helped them with the MiCA white paper
They're getting EU compliance instead of staying pure degen forever
This is a real move for a launchpad:
> Makes it easier to reach EU users and exchanges
> MiCA white paper is the bare minimum to operate in the EU
> Shows they're playing longer term, not just farming
This is bullish mainly bc it shows that Pons is growing up
@MEADGod finally moving on more than just app teaser
Not just another degen launchpad anymore
Big day for Robinhood Chain. New season or more dumping?
Look at what @RobinhoodApp been posting last two days
The gap between their earnings plan and onchain reality is obvious
[1] Tokenized stocks with heavy compliance restrictions
> Pushing 24/7 weekend trading for stocks
> Saying they'll add more utility and integrations
> Product is moving, but compliance still comes first
[2] Event contracts + trading contests to boost volume
Robinhood focused on two things last two days:
> Pushing Congress election contracts through RH Derivatives
> $700K crypto lottery for trading SUI, HBAR, ONDO, INJ, CHIP
CT mad. Own chain bleeding ($CASHCAT, $PONS, $INDEX) while they throw $700K at big coins for the earnings numbers
[3] Onchain reacts hard to @vladtenev moves
> Today Vlad retweeted HarmonicMath with 👀
> HARMONIC meme runs to $3M mcap
> Shows how starved the chain is for any real attention
Public company playing for Wall Street vs onchain waiting for real support
Today Vlad and the team either bridge the gap or they don't
$PONS UPDATE
Over the past 24h:
> Volume: $24M, -4%
> Fees: $214K, -17%
> Revenue: $35K, -5%
> New launches: 1K, -9%
All numbers declined slightly
$250K available for buybacks & burns. 0.1% of total supply
Bought & burned, last 24h:
> 165K PONS
> 0.016% of total supply valued at $40K
Cumulative volume: $17.17B
$PONS UPDATE
Over the past 24h:
> Volume: $25M, -22%
> Fees: $258K, -35%
> Revenue: $37K, -33%
> New launches: 1.1K, -21%
All numbers dropped hard
$270K available for buybacks & burns. 0.11% of total supply
Bought & burned, last 24h:
> 197K PONS
> 0.02% of total supply valued at $46K
Cumulative volume: $17.15B
Bullish news about $PONS. EU expansion starting
Ozzy just dropped that Axis Group, EU crypto lawyers, helped them with the MiCA white paper
They're getting EU compliance instead of staying pure degen forever
This is a real move for a launchpad:
> Makes it easier to reach EU users and exchanges
> MiCA white paper is the bare minimum to operate in the EU
> Shows they're playing longer term, not just farming
This is bullish mainly bc it shows that Pons is growing up
@MEADGod finally moving on more than just app teaser
Not just another degen launchpad anymore
Robinhood report tomorrow. Where’s $PONS news?
In a recent interview Ozzy said the mobile app is close, whitelist is out, and they’re going after Pumpfun
Now he’s basically gone, barely replies
Onchain looks bad too (last 24H):
> Volume hit new low: $24M
> Revenue hit new low: $35K
> Burn contract ETH: 74 on Friday → 57 now (108 last week)
@ponsdotfamily still flexing the 30 day volume. Founder stays quiet
Chart bleeding under $160M. Holders are cooked
When’s the app actually dropping, @MEADGod?
Robinhood needs to support their own eco
They dropped a teaser with CHIP GRAM XPL ONDO SUI INJ HBAR
Cool, more listings. Fine
But two months and the only native token they listed is $CASHCAT
Where’s the love for $PONS or $INDEX?
The whole chain is bleeding. Volume dead, charts cooked, retail leaving
@MEADGod said in the recent interview:
Robinhood team is supportive but neutral. Not picking favorites
Maybe it’s time to pick some favorites and push them
If you’re not gonna help the projects that live on the chain, what's the point of it?
Robinhood report tomorrow. Where’s $PONS news?
In a recent interview Ozzy said the mobile app is close, whitelist is out, and they’re going after Pumpfun
Now he’s basically gone, barely replies
Onchain looks bad too (last 24H):
> Volume hit new low: $24M
> Revenue hit new low: $35K
> Burn contract ETH: 74 on Friday → 57 now (108 last week)
@ponsdotfamily still flexing the 30 day volume. Founder stays quiet
Chart bleeding under $160M. Holders are cooked
When’s the app actually dropping, @MEADGod?
$INDEX volume $9K. Holders get only 3% of payouts
Total volume across all markets ~$330K
But fees only come from this thin Uniswap V4 pair:
> $9.3K volume
> 73 txns
> 11 buyers vs 28 sellers
INDEX holders are getting 36x less payouts than they should rn
No fees → no stock buys → flywheel dead
@TheIndexFi still quiet. Chart is cooked
Still waiting for the next random $5K sell to dump it
$INDEX. 17 days of complete silence. 7 days without payouts
Starting to find @TheIndexFi behavior funny
People defending them say they’re great devs and don’t owe holders any communication
Many projects already showed that tech alone doesn’t get you far
Even if they’re actually grinding nonstop
Can you imagine these hardworking guys still haven’t fixed one single payout bug after all this time?
@standard_rsv, @RealBucketShop, some new projects like @RoboticsReserve - everyone else already solved this. Everything works
Better to buy a working product on the way up than catch the 10th bottom of an AFK project
If team comes back and payouts start working - great
They only managed to collect $9k in the distributor from fees after a -50% dump lol
Good luck and patience. This market is rough
Robinhood report tomorrow. Where’s $PONS news?
In a recent interview Ozzy said the mobile app is close, whitelist is out, and they’re going after Pumpfun
Now he’s basically gone, barely replies
Onchain looks bad too (last 24H):
> Volume hit new low: $24M
> Revenue hit new low: $35K
> Burn contract ETH: 74 on Friday → 57 now (108 last week)
@ponsdotfamily still flexing the 30 day volume. Founder stays quiet
Chart bleeding under $160M. Holders are cooked
When’s the app actually dropping, @MEADGod?
When Robinhood szn 2.0 starts?
$CASHCAT, $PONS, $AI, $INDEX all dumped hard. CT is fudding and panic selling into the fear
TVL still sitting flat at $1.13B. Smart money isn't leaving
Just MM shaking out weak hands before the next leg
Real bottoms are quiet. This one needs more time to exhaust people first
People wait for the perfect entry and miss the whole move
Once it reclaims, it runs before most even notice
If you're in stables - buy now
if you're in right bags - hold tight
$PONS UPDATE
Over the past 24h:
> Volume: $25M, -22%
> Fees: $258K, -35%
> Revenue: $37K, -33%
> New launches: 1.1K, -21%
All numbers dropped hard
$270K available for buybacks & burns. 0.11% of total supply
Bought & burned, last 24h:
> 197K PONS
> 0.02% of total supply valued at $46K
Cumulative volume: $17.15B
$PONS UPDATE
Over the past 24h:
> Volume: $32M, -6%
> Fees: $398K, -6%
> Revenue: $55K, -13%
> New launches: 1.4K, -13%
All metrics fell slightly
$290K available for buybacks & burns. 0.12% of total supply
Bought & burned, last 24h:
> 198K PONS
> 0.02% of total supply valued at $47K
Cumulative volume: $17.1B
$1B plays on Robinhood Chain: $PONS + $CASHCAT
One dies if the chain slows down. The other doesn’t
PONS - product play
> Main launchpad on the chain
> Fee → burn flywheel is working
> Needs volume and activity to work
CASHCAT - pure meme
> No product, no roadmap, no utility talk
> First mover + real Robinhood mascot history
> Doesn't need volume or fees to stay alive
One needs the chain to keep cooking. The other just needs to stay the main cat
Easiest and safest way to bet on Robinhood Chain rn
Holding PONS, CASHCAT or both?
When Robinhood szn 2.0 starts?
$CASHCAT, $PONS, $AI, $INDEX all dumped hard. CT is fudding and panic selling into the fear
TVL still sitting flat at $1.13B. Smart money isn't leaving
Just MM shaking out weak hands before the next leg
Real bottoms are quiet. This one needs more time to exhaust people first
People wait for the perfect entry and miss the whole move
Once it reclaims, it runs before most even notice
If you're in stables - buy now
if you're in right bags - hold tight
$INDEX. 17 days of complete silence. 7 days without payouts
Starting to find @TheIndexFi behavior funny
People defending them say they’re great devs and don’t owe holders any communication
Many projects already showed that tech alone doesn’t get you far
Even if they’re actually grinding nonstop
Can you imagine these hardworking guys still haven’t fixed one single payout bug after all this time?
@standard_rsv, @RealBucketShop, some new projects like @RoboticsReserve - everyone else already solved this. Everything works
Better to buy a working product on the way up than catch the 10th bottom of an AFK project
If team comes back and payouts start working - great
They only managed to collect $9k in the distributor from fees after a -50% dump lol
Good luck and patience. This market is rough
$INDEX dropped -40% to $4M. No more stock buys?
Few hours ago INDEX crashed 40% in 2 hours, down to $4M mcap
- What happened?
- Book with no liquidity happened.
The buy + distribution mechanism is basically dead rn
Bot that buys stocks for holders hasn’t triggered in days
0 buys. 0 distributions
Fees sitting at 0 ETH today
Flywheel stopped
Price got crushed
Believers still here?
When Robinhood szn 2.0 starts?
$CASHCAT, $PONS, $AI, $INDEX all dumped hard. CT is fudding and panic selling into the fear
TVL still sitting flat at $1.13B. Smart money isn't leaving
Just MM shaking out weak hands before the next leg
Real bottoms are quiet. This one needs more time to exhaust people first
People wait for the perfect entry and miss the whole move
Once it reclaims, it runs before most even notice
If you're in stables - buy now
if you're in right bags - hold tight
$PONS revenue ATL. Bottom in?
Hit $800M last month. Down 80% now
Yesterday was the lowest revenue day - $30K
Weeks ago it was doing $12M
> No real liq left
> Retail is mad
> Some calling it dead
Still the main memecoin launchpad on Robinhood Chain
Memes aren’t going anywhere. People will keep launching and trading them
Most of the selling rn is early buyers taking profit
Once that dries up and volume comes back, the flywheel can spin again
Still holding PONS?
$PONS buyback pool is almost empty
Burn contract ETH dropped from 110 → 90 → 67 in a few days.
Daily buyback dumped from $120K to ~$45K over the same period
The old pile is almost gone. Only $200K left in the buyback splitter
Once it’s gone, burns match real revenue again
> Yesterday: $55K protocol revenue
> 80% of that = $44K/day
> 150K PONS burned at current price
Buffer empty. Burns follow real volume now
Until volume and fees come back, this is the pace
@MEADGod we need some bullish news asap
$PONS UPDATE
Over the past 24h:
> Volume: $32M, -6%
> Fees: $398K, -6%
> Revenue: $55K, -13%
> New launches: 1.4K, -13%
All metrics fell slightly
$290K available for buybacks & burns. 0.12% of total supply
Bought & burned, last 24h:
> 198K PONS
> 0.02% of total supply valued at $47K
Cumulative volume: $17.1B
UPDATE ON $PONS
Over the past 24h:
> Volume: $34M, -21%
> Fees: $422K, -13%
> Revenue: $63K, -15%
> New launches: 1.6K, -16%
All numbers declined slightly
$300K available for buybacks & burns. 0.12% of total supply
Bought & burned, last 24h:
> 183K PONS
> 0.016% of total supply valued at $47K
Cumulative volume: $17.1B
$PONS buyback pool is almost empty
Burn contract ETH dropped from 110 → 90 → 67 in a few days.
Daily buyback dumped from $120K to ~$45K over the same period
The old pile is almost gone. Only $200K left in the buyback splitter
Once it’s gone, burns match real revenue again
> Yesterday: $55K protocol revenue
> 80% of that = $44K/day
> 150K PONS burned at current price
Buffer empty. Burns follow real volume now
Until volume and fees come back, this is the pace
@MEADGod we need some bullish news asap
NEW INTERVIEW WITH $PONS FOUNDER OZZY
@MEADGod x @alpha_co | 10/23
> Mobile app is close. Early WL exists. More trading + creator tools than another FOMO clone
> Not trying to win Robinhood anymore. Goal is to take share from PumpFun and other pads across chains
> Robinhood team is supportive but neutral. Not picking favorites
> Goal is to become the main place people monetize ideas, not just another pad
> Betting hard on stock pairs + TradFi coming onchain. Thinks that's the narrative that can move volume back
> Focus on product rn. V2 had issues, backend is fixed, now working on the next version instead of shipping random features
Ozzy says Robinhood season is coming back
When volume returns, they want to be ready
Why $TORCH fee model is better than $PONS
Most pads including Pons take creator fees through a Uniswap V4 hook on one main pool
Problem is simple:
> Someone creates a new pool without the hook
> Sets lower fee
> Volume moves there after a month
> Creator fees dry up
> Flywheel dies
TORCH does it different
Fee is in the token contract itself, not a hook on one pool:
> Works on any pool or router
> Third parties can make new pools, fee still hits
> Only on buys
> Harder to bypass
That's why their fees should last longer
Big difference for long term sustainability of the pad and the coins launched on it
$PONS got a rival. $TORCH wants the launchpad throne
@Torchpaddotfun is only 13 days old and already cooking:
TORCH: $106k 7d revenue, $11m mcap
PONS: $460k 7d revenue, $172m mcap
Look at the mcap vs revenue gap
Flywheel is the same as PONS:
more users → more volume → more fees → more burn
Chart went to nearly $20M in 10 days
All metrics growing every day: users, fees, burns
Meanwhile PONS is looking weak rn
ATL on revenue, low burn rate, chart bleeding
Tough period for Pons and its holders
Too early to say if Torch can dethrone Pons on RH Chain
But competition drives progress
This will push Pons to get better too
$INDEX dropped -40% to $4M. No more stock buys?
Few hours ago INDEX crashed 40% in 2 hours, down to $4M mcap
- What happened?
- Book with no liquidity happened.
The buy + distribution mechanism is basically dead rn
Bot that buys stocks for holders hasn’t triggered in days
0 buys. 0 distributions
Fees sitting at 0 ETH today
Flywheel stopped
Price got crushed
Believers still here?
$INDEX dumped back to $7M. Buying?
Yesterday showed how easy it is to move a book with almost no liq
Rumors about INDEX x Uniswap collab and it pumped +50%. Overnight buys of $40k added millions mcap. Then sells dropped it just as fast
Despite the team's silence, a strong community formed around it. Plus follows from @vladtenev, @fern and @MEADGod
Any small bullish news or even a single team post could send it to $15M. Book is empty. $61K volume lol
Remember, same thin pool can dump the whole move back down just as fast
Still believe in the dividends meta?
NEW INTERVIEW WITH $PONS FOUNDER OZZY
@MEADGod x @alpha_co | 10/23
> Mobile app is close. Early WL exists. More trading + creator tools than another FOMO clone
> Not trying to win Robinhood anymore. Goal is to take share from PumpFun and other pads across chains
> Robinhood team is supportive but neutral. Not picking favorites
> Goal is to become the main place people monetize ideas, not just another pad
> Betting hard on stock pairs + TradFi coming onchain. Thinks that's the narrative that can move volume back
> Focus on product rn. V2 had issues, backend is fixed, now working on the next version instead of shipping random features
Ozzy says Robinhood season is coming back
When volume returns, they want to be ready























