space thoughts 💭

robinhood chain has $994M TVL after 2 months base has $6.17B after 2+ years robinhood is 6x smaller but grew 70% in the last month alone. base grew 12% i will never understand the hate from SOL trenchers. you have a chain with the biggest retail audience outside crypto and you're against it? the second order effect nobody talks about: as TVL grows, robinhood app users discover onchain coins, join communities, tell friends and family = up only base had that same opportunity and the leaders didn't care enough to keep it robinhood is 2 months old.. we're early accumulating quality projects (no matter if infra or memes) zoom out instead of being anti evm

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0xd4dc6b48ad73ec51e71d9b8f65568f88609b92c1 below you will find my research which I did in the last 24h. I think this privacy coin on robinhood is extremly undervalued (privacy is hot with ZEC being up 200% in the last 30d) Detailed research by me: a privacy protocol on robinhood chain, with public code & a fee-funded buyback mechanism, at roughly $300k mcap $SHERWOOD caught my attention, so i spent the past 24h to looking into the product, token economics & what actually needs to happen for the thesis to work there’s an interesting opportunity here. there are also meaningful gaps sherwood is building a privacy layer & shielded swap protocol on robinhood chain according to its documentation, users can deposit ETH or USDG into a privacy pool, swap shielded assets & withdraw to a fresh address without a visible onchain link to the original deposit the public repository describes a privacy mixer & shielded DEX using zero-knowledge proofs and merkle trees the github organization also includes contracts, an sdk, a wallet extension & integration repositories. that gives the project a concrete technical foundation to evaluate, although public code alone doesn’t establish security what interests me most is how product usage could translate into demand for the token according to the token docs, protocol fees fund market buybacks of $SHERWOOD more usage = more fees = more potential buyback demand but there’s a detail worth understanding: the purchased tokens are deposited into the privacy vault. they are not burned, so those buybacks should not be treated as permanent supply reduction the mechanism is documented. meaningful recurring revenue & its actual impact on token demand still need to be demonstrated. my sept 18 research snapshot: $300k mcap 825 holders the medium-term thesis comes down to adoption. if robinhood chain grows & sherwood becomes a tool people regularly use for private transfers, shielded swaps or funding fresh wallets, the protocol could develop recurring activity more participation could also expand the anonymity set. the project itself acknowledges that privacy improves as more users join the pool, which makes adoption relevant to the quality of the product as well as its economics wallet, sdk & agent integrations could help distribution. the public repositories suggest work in that direction, but integrations need to translate into actual users there’s also a possible narrative tailwind: at the time of checking, ZEC was up 35% over 7 days & 190% over 30 days on coingecko. sustained strength could draw attention toward smaller privacy projects, including sherwood. that’s a potential catalyst personal conviction 7/10

isn’t this an odd coincidence? https://x.com/spacexbt/status/2100525109182099527

Blue Chip got listed on Coinbase

you better check this before selling your longterm bags for some bnb or sol slop

0x98d892e6bc222b825c7813b6a734890b97816669

$INDEX added to Robinhood assets

vlad finally paid etherscan official explorer https://robin.etherscan.io

rumors that XYZ was sold to Coinbase

some thoughts for today; most traders are working hard in games with capped upside taking mediocre setups, borrowing conviction from loud accounts, then blaming them when your trade is -pnl a legit assymetric bet is finding trades where being wrong is cheap, but being right changes your port you need to pass on 9 out of 10 setups and wait for the one where you know why you’re right, what invalidates the thesis, and how much you’re willing to lose (most ppl dont) every position is a bet on your judgement every loss shows you where you fucked up discipline plus delusion = you can make >7figs in this bull

FWA dev just bought RSTR. never saw him buy anything else before publicy but his own projects had a 95% correction, good r/r but decide for yourself

Chart looks absolutely beautiful I really like $Shroom as a longterm hold one of the view coins which showed strength yesterday and today + dev burned in total >220k usd so far

few are willing to sit through the drawdowns that come with it ppl forget that fartcoin went from $83m to $21m, then from $407m to $105m mcap 60–80% corrections are normal and necessary for assets (AI, Cashcat etc) to grow. it’s a transfer of wealth from non believers to hardcore believers, and that’s exactly what a coin needs easy to admire the chart afterwards yet much harder to hold your conviction while the market questions it i'll always be optimistic about the robinhood eco i appreciate what vlad has helped make possible (and thank god we can trench somewhere else without having 67 vamps on sol) one thing i learnt from @ 0xuberM be almost delusionally optimistic about what’s possible

bookmark this beauty understand where we are

quant told me bundled + possibly a farm, they keep selling with their low entry if you dont care than take intials at least 1 win 1loss call today

ok rowdy blasted 20k litterlay 10sec after 😭

dev is as old as satoshi nakamoto also burned 25% supply, check vid + web seems underpriced to me at 800k