financial fuckery… NFA don’t mind me
Joined June 2022
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Big Dawg retweeted
This is easiest crypto bull market ever IF the high rev token meta continues.
You don't need to chase every narrative or even read much of CT.
Just open DefiLlama, Blockworks etc. and find projects with:
1. High and growing revenue
2. Revenue actually reaching token holders through payouts or buybacks
3. Low market cap relative to that holder revenue
and don't forget about emissions and unlocks too.
Then buy and hold. Simple.
Sell when the valuation gets too far ahead of realistic future revenue, or the thesis (protocol) breaks.
And you can ask your AI agent to run this due diligence weekly.
Ok, maybe the harder part is estimating future fees.
But if you believe BTC will continue to pump, more speculation WILL lead to more trading volumes and fees.
So we need to add forward looking valuations which could make tokens relatively cheaper for future fees.
$HYPE, $LIT, $PUMP etc. look like very simple trades in retrospect.
So now we need to find newer emerging protocols with high rev but that are undervalued by the market.
Finally, AI agents could keep recommending the same few tokens to all of us.
Thus concentrating 1) attention and 2) money into assets that fit the criteria and helping them pump further.
Simplest meta ever. Right?
Big Dawg retweeted
Technically, the SEC regulations only provide exemptions for PUBLIC, PERMISSIONLESS BLOCKCHAINS
That means Ethereum
The exemptions do NOT apply to centralized blockchains with white lists, private sequencers etc (think ARC, Tempo, Solana, BNB, TRON and potentially Ethereum L2s)
------
From the SEC’s 17 September 2026 press release on the Innovation Exemption, the condition is:
“Smart contracts used by a TSV must be auditable, public, and deployed on a PUBLIC, PERMISSIONLESS distributed ledger.”
The fact sheet says the same thing in one line with the architecture spelled out:
“The order facilitates the permissioned trading of tokenized NMS stock using innovative AMMs and liquidity pools … on PUBLIC, PERMISSIONLESS blockchain…”
and repeats:
“Smart contracts used by a TSV must be auditable, public, and deployed on a PUBLIC, PERMISSIONLESS distributed ledger.”
$PRM launched their V2 demo yesterday.
The team built a simulation to showcase how the Premium v2 pools work and how it turns dead liquidity into actual stock reserve, completing their infra to bring penny stocks onchain.
RWA is confirmed to be the main narrative for this cycle, and penny stocks is one of the most exciting sub-narratives imo.
Once Premium V2 launches and we start seeing a lot more virtual stock listings and exponential growth of the off-chain stock reserve, we'll probably see everyone start talking about 'the crypto platform that is buying up penny stocks in bulk'. (in- and outside the crypto bubble)
A potential 'board seat' is the catalyst that is sending coins to 100s of millions in market cap atm. And $PRM is one of the most primed to actually meet this catalyst. Penny stocks are way easier to buy the necessary supply of to receive a seat on the board, keep that in mind.
Think things will go crazy once V2 launches.
Premium and chill.
We built the Premium V2 Curve Lab so anyone can inspect the mechanism before it ships.
Instead of taking our word for it, simulate it yourself:
- Buy and sell pSTOCK across hookless Uniswap v4 ranges
- See how much ETH is required to move the price
- Track price impact, inventory and ETH accumulated in each range
- Add graduated pSTOCK-paired markets and watch the projected Stock Reserve grow
Here’s the innovation:
As pSTOCK is purchased, lower Curve Desk ranges are traversed and their inventory converts into ETH. When an equivalent amount of pSTOCK becomes permanently locked in graduated ecosystem markets, the matching ETH in those completed ranges becomes eligible for the Stock Reserve.
Capital that would normally remain trapped in dead liquidity can become productive reserve capital.
Price movement alone is not enough. The simulator shows both sides of the mechanism working together.
Play with Premium V2:
prm.market/curve-lab
I like this one…
Meet DEED, built on Robinhood Chain.
Real estate income. Without becoming a landlord.
A yield-bearing real estate ETF coming to @RobinhoodCrypto. Earn income from a diversified portfolio of real-world assets, with the freedom to withdraw whenever you want.
Get notified when the door opens: deed.estate
Big Dawg retweeted
Today we are announcing that S&P Global has entered an agreement to acquire OpenZeppelin.
Onchain finance is growing from an emerging market into core financial infrastructure, and the standards and rails our team and community built are becoming the rails of global finance. OpenZeppelin smart contracts facilitated over $37 trillion in value transferred, with the vast majority of the largest DeFi protocols, blockchain networks, stablecoins and tokenized funds relying on them.
With S&P Global, we expect to accelerate the impact of onchain finance, backed by more than a century of trust in global markets, benchmarks, and risk frameworks.
To our clients and to all the users of OpenZeppelin open source tools:
• OpenZeppelin Contracts and all our open source applications and tools remain open source, free, and publicly maintained on GitHub. Building open source standards stays a core priority.
• Audits, engineering work, and ecosystem programs continue with the same team, brand, quality, and customer experience, with what will be the added benefit of S&P Global's research capacity, market data, and institutional reach.
For the last decade, OpenZeppelin has set the security standard for onchain finance. Today begins a new chapter for that mission, together with one of the most trusted names in global markets.
Read the full announcement: openzeppelin.com/news/spglob…
Big Dawg retweeted
Don’t blame Warsh for raising rates.
We could’ve had a golden era, but Trump squandered it by starting the war with Iran. Iran responded strategically, the oil shock reignited inflation pressures, and now the Fed is hiking.
Blame Trump and Israel, not Warsh.
At a point, this was one of the most promising crypto protocols.
Wow.
Sad to see Balancer winding down:
I have fond memories using (and farming) it since day 1 but tbh I haven't used it for years now. So shutting down is understandable.
Interestingly, if the proposal passes, holders could redeem $BAL for their share of the treasury.
~$9.15M treasury vs ~$7.6M market cap.
Without treasury held $BAL and shutdown costs and we get ~11% upside at current prices. Still need to confirm how much BAL qualifies.
And unclaimed allocations go to those who redeem!
If 10% of eligible BAL goes unclaimed, the payout per redeemed token rises another ~11%.
So lost keys could benefit everyone else. I bet smart traders already calculating the trade.
But redemptions only start in May 2027, with unclaimed shares distributed by January 2028.
Quite a wait for that spread and lock in your capital...
Big Dawg retweeted
BREAKING: Donald Trump made nearly 29,000 securities trades in 17 months, more than every member of Congress combined, per Bloomberg.
The stock-purchasing ban he’s pushing would also leave him exempt.
Big Dawg retweeted
Trading on FOMO is AIDS. All KOL's are using this playbook -
- Buy a low MC coin (sub $100K) from side wallets and FOMO at the same time
- Start posting about it in various Telegram GC's and Discord servers
- Coin pumps to $500K - $1M
- Take profits from side wallets
- Now post a thesis on FOMO
- Coin goes beyond $1M MC
- Take profits from side wallets (along with your comrades who you got in early) or entirely dump the position
- Never sell a token on FOMO giving the impression that you are a diamond handed holder with 100x track record => more followers => more goats being butchered on a daily basis
So if you are buying on FOMO, you have already become exit liquidity for these KOL's who are already sitting at a 50-100x for a coin that has barely touched $1M MC.
And I am not speculating. I am seeing this happen in front of me across various GC's.
Brutal. This is not gonna end well.
And this is also why 99% of the people buying/trading on FOMO are losing money.
Big Dawg retweeted
If I had to build one basket of safe bets to get full exposure of Robinhood eco:
- $HOOD: direct Robinhood exposure
- $ARB: the stack behind the chain + revenue share
- $UNI: main spot liquidity
- $MORPHO: lending and Robinhood Earn
- $LIT: perps inside Robinhood Wallet
- $PONS: chain native launchpad
- $NET: native DeFi/RWA play
- $CASHCAT: main meme beta
most of my size would stay in all these coins.. and then yeah i’d rotate small bets into day to day new coins on Fomo or pumpfun
The filter i’m using before aping any meme on Robinhood now..
- at least $1M market cap
- $100K + real liquidity
- paired with a tokenized stock or ETF that actually fits the meme
- LP locked with no deployer control
- top holders aren’t bundled or linked
- volume coming from new buyers, not the same wallets farming themselves
- enough activity to make LPing or yield farming worth it
- survived its first big sell-off and still held a decent base
what else should i look for before buying anything?
💰💰💰
Pendle is live on Robinhood Chain by @RobinhoodCrypto.
Adding a native layer for fixed yield and yield trading to the chain’s DeFi economy.
First up is sNET (17 Sep 2026 maturity), with more markets to follow as we expand across the ecosystem!
ethereum blobs hit record usage yesterday with 6.7 blobs/block on average
this week ethereum blob usage hit an all-time high: 3 day moving avg of 5.9 blobs/block & 6.7 daily avg!!
but the ambition to keep scaling requires funding to client teams, which is increasingly scarce
this is solvable - a $300b mcap chain should not have these problems
