kioto's research

check out these 2 newer channels. high quality stuff. and also very different than my content. i post about my trades and the mental side of the game, these guys publish market analysis. like Trissy‘s channel, which as u know is one of my favorites. can highly recommend a follow. https://t.me/convictionsbook https://t.me/kiototrades

thanks @y22. Join his channel too guys

Some of the early members of this channel may have noticed that I don't shill coins in here like I did a while ago. A few months ago I could just send a play in here and let it play out organically. Now we are 2700 members in here which I am very grateful for. But if I shill a coin in here and it goes against my thesis or is low cap a lot of you guys won't be happy which I totally understand. I don't want to extract money from you but if I can't talk about my plays anymore its boring. We are entering a bull market and I've decided to open a more degenerate channel for me to spam stuff and spam plays I think are cool. I will sell these plays whenever I want tho and not diamond hold just because I sent them there. I will trade normally like I always do. This channel will stay the more informal and research based channel. I will only shill my highest conviction plays in here and do deep research and publish it. If you want the safe plays this channel is your way to go If you want to see the degen calls and maybe talk about them with me join this channel: https://t.me/kiotodegen

https://x.com/0xkioto/status/2098052223401967896 made a visual for this. Please let me know your thoughts on the tweet too

Robinhood has "listed" two coins today on assets. $JUGGERNAUT & $FRONG This listing is more of an indexing. These coins are no available to see on the robinhood app but not to trade. There is a significant difference between a listing and an indexing. The question here is why did they list these two low cap memes. There are RWA pairs doing much better than these. The reason I see is that there are legal hurdles involved with listing RWA pairs. Trading of tokenized RWAs is forbidden in certain countries including the US, Switzerland and some others. Normal RWA pairs i.e. AI / BONER should be fine because trading can be routed through the ETH pool instead of the pool of the underlying RWA. This way the trader on the robinhood app never touches the RWA. Reflection tokens that airdrop you the underlying RWA that is bought by the fees have a bigger problem. These are seen as yield tokens which is in every way possible forbidden in the US. In the attached picture are the latest spot & asset listings on the robinhood app. You can see that even ansem got indexed and it had no influence on the chart whatsoever. All of this is a big nothing burger for RWA pairs and normal tokens but reflection tokens are looking bad here

If you have any ideas on what data I should analyze / write about in regards to robinhoods growth or whatever honestly just let me know

This is very interesting to look at. Robinhood is currently sitting at around 1/6 of the on chain market cap of base at its peak. As we all know base has done a lot of things wrong and its administration is terrible. Coinbase as the backbone is also only 1/3 of robinhood and its userbase isn't as degenerate as on robinhood. I think its clear where we go from here. We have a new iteration of the existing memecoins. They paired them to RWAs. The main runner of this cycle will be a RWA pair I'm betting on $AI

Okay here are some of my thoughts on this sell off: First of all this was absolutely needed and bound to happen some day. I can only emphasize again that every road leading to another chain than rh is destroying itself. Binance has spot listed 2 tokens within 3 days basically pvping their main runner. They ruined their chance. Base is working with a literal rapist that is $17M in debt on a coin to fund his debt payments. The coin was down 99% a few minutes after launch. Solana had its chance with Stonk which really is a great launchpad with a great coin. Now pump came and did what they do best. PvP for the RWA volume. They will now pvp each other until pump will in any case fade into irrelevancy and stonk maybe goes on another run in a while. There is nothing happening on these chains. Its artificial pumps to extract the most amount of money from all of us. Lately a lot of scammers have moved to robinhood to extract too but the overall environment is still much better than anywhere else. We are seeing organic runners do 50M in one night. We have a launchpad that specializes in making tokens attractive for long term holders. We have a founder that does exactly what the community wants. We have the biggest investment app as the backbone of the chain. We have a new primitive (RWA pairs) to run. What else could we need. Tell me why you would want to trade elsewhere. A lot of serial scammers and extractors are already posting about the death of robinhood and how we will return to solana. Thats where you want to bid. When people called robinhood dead the first time cashcat ran from 40m to 200m in the days after. History doesn’t repeat but we can learn from it. These are my thoughts on the current situation. Sit on your hands and accumulate more slowly. Since everyone is always asking what Im buying here is a list in order of size AI Cashcat Pons Boner Moo Net Stonk (depending on a few factors) just a dump of my thoughts if you have questions ask me here and Ill answer tomorrow gn

https://x.com/0xkioto/status/2097771681762750714 understand where we are understand where we are headed all of this is nothing on the big picture

all these scams are just launched to distract you from accumulating more $AI before it sends to a billion the inu is artificial

If you actually bought the coin launched by an actual rapist that is $17M in debt you deserve to lose your money. It was obvious that this was going to be a -90% in the first hour and should just help Hunter Biden pay off his debt. A lot of people sold their bags because of this launch. There are some great dips to bid here The LONG ecosystem looks good for another leg up. #watdatmean

https://x.com/0xkioto/status/2097311480026726808 This analysis clearly shows where the attention is and where the artificial buyers are. BONER and NUDES are clearly the winners here and are undervalued on these metrics

If nate starts deploying these pools on all top ecosystem tokens it will be the ultimate flywheel for $AI you should be exposed to the long ecosystem

The CEO of Hims (a $6.5B marketcap company) just followed the page of BONER yesterday. its one of eight accounts he follows in total. This is the first time in general that a CEO of a company that is paired with a meme has interacted with the meme. I see a lot of CEOs coming in and interacting with memes as it really only benefits their company. The CEO of Hims is a young guy so he clearly supports innovation. Not like the 90 year old AMC ceo. I think the long eco will reprise the most in this cycle and if you have a long enough time horizon you can get a 10x on almost all LONG tokens. In the attached visual you can see all stock pairs with their marketcap / share of the underlying stock token ratio. There are some gems on there that are easy 10x plays in due time

https://x.com/0xkioto/status/2096667057706176867 I did a post mortem analysis of the flush and went in detail on the wallets that sold here and how this could evolve. tldr: dca the strongest coins on this dip

Tonight $MEME spawned. Its basically a coin to say fuck you to the 80 year old CEO of AMC that has publicly spoken against tokenization. I think it has potential to run much higher if it gets picked up by mainstream and a few catalysts are playing out right. The tokenized AMC has also now repegged to $2.9 which is the equivalent to the pre market price. The dump from ATHs was caused by that repeg. Not pure sell pressure. Whether that coin is a good invest is a gamble on catalysts and I took a little position just because I missed the initial run up. What this really shows is how bullish it is for long pairs. MEME has already made 850k+ in fees that will get distributed to the top long eco coins. AI and Boner should really feel this wealth effect very soon.

https://x.com/0xkioto/status/2095526367379046764 if you are a holder just buy long coins as they have the better mechanics to succeed. Read the tweets. Its genuinely crazy. With that said Im positioned in AI Boner and mooo

ram had a nice run yesterday. I think its a longterm hold. Its the same as always. Memes are volatile and follow attention. Fundamentals projects will slowly climb up alongside the ecosystem growing. https://x.com/0xkioto/status/2095122145743425913 I've written an article about the importance of always having conviction and how you should play the chain if we are experiencing a dip on our precious rh bags

https://x.com/0xkioto/status/2094757591452635443 We have now written an article about $ram. I gave it to you yesterday and I hope a few of you caught it and are with me on this ride. hit the tweet and lets send $ram to $1 today

btw I buy everything on fomo before I shill it anywhere else so follow me there for the earliest plays but much more degen I will sell whenever I want I bought this 3x lower with thesis on fomo but I can’t really shill low caps here anymore https://fomo.family/r/kioto