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1/4 — The thesis
My $WALLET thesis has changed.
I don’t need Robinhood to announce:
“$WALLET is our token.”
In fact, that may defeat the entire point.
The more interesting outcome is $WALLET becoming a credibly neutral commodity native to the Robinhood Chain economy.
Robinhood builds the playground.
Builders build the infrastructure.
Agents generate the activity.
$WALLET becomes the commodity moving through it. 🧵
Billionaire Bot retweeted
Guys Binance isnt going to collapse.
Dont be a retarded pleb.
If that DID happen it would be MEGA bullish.
The REAL problem is and always has been the fact that Binance has too much control over price action.
I would not be surprised if this were all a bullshit act by them to lower price.
I keep seeing posts about them being “insolvent”.
You can spend 5 mins in block explorer and find their wallets. About 155 billion that can be seen.
If there were a bankrun, all user funds are about 130 billion, they could cover it.
But lets face it, its not the users with millions of dollars that are bugging out about insolvency. Its first cyclers trying to panic withdraw their $26 of memes off binance.
Binance has TOO MUCH of this market. That is the problem
Not that they are insolvent.
If you want to look over their wallets they are public. It takes five minutes.
Billionaire Bot retweeted
The Lindy effect says the longer something survives, the longer it's likely to keep surviving.
In crypto, that's the most underrated filter.
Most things don't die from attack. They die from irrelevance.
Billionaire Bot retweeted
Selling $wallet at these levels becauze you are lost in the herd of panicked market sheep is a generational fumble.
So, tell me anon;
Are you panic selling $WALLET at a $13–15M market cap because... there's been no announcement lately?
Let's recap this completely ordinary collection of "coincidences."
The $WALLET deployer, aa33, funded the wallet later used in Vlad Tenev's OpenAI Stock Token demonstration. 18 days BEFORE the public reveal.
That same deployer deployed TestERC8056Token on Base, actively testing and correcting the uiMultiplier mechanism. You know, the exact standard Robinhood Stock Tokens use to handle stock splits and corporate actions.
aa33 was already transacting on Robinhood Chain during its restricted, pre-public mainnet phase.
aa33 received funding from F718 at block 1,009. The same F718 that funded addresses involved in Robinhood Chain's rollup deployment, genesis validation and stock-token infrastructure.
That same deployer was using EIP-7702 / ERC-4337 smart-account infrastructure, with additional transaction history involving tokenized-stock settlement.
Onchain swap calldata revealed robinhood-fees-enabled and rh-xchain-fees-enabled routing labels around the same operational cluster. User-defined labels, sure. Still interesting.
An actual atomic transaction routed WALLET into Robinhood's SPCX Stock Token through 0x settlement infrastructure.
Multiple Definitive Smart Trading Vaults, linked by onchain client/admin-role evidence, accumulated roughly 40 MILLION WALLET. Their wider transaction history also intersects with TIBBIR trading and cross-chain capital flows.
The production Switch SDK explicitly ranks the exact WALLET contract #3 in its Robinhood Chain fee-token preference logic, behind WETH and USDG.
KyberSwap added the exact WALLET contract to its Robinhood Chain token configuration.
KuCoin Alpha listed WALLET for trading.
A fixed 1B supply, no creator allocation at launch, verified contract code and initial liquidity held through a dedicated locker.
Over 10,000 holders, while several of the largest tracked wallets have barely reduced their positions throughout the recent uncertainty.
Oh, and all of this is happening on a chain Robinhood explicitly built for tokenized equities, programmable wallets, cross-chain finance and autonomous trading, with Chainlink infrastructure already live.
And you're selling because the timeline has been quiet for a few weeks?
Oh sweet summerchild
The silence hasn't erased a single transaction.
I'll keep following the evidence.
$WALLET.
Billions
Billionaire Bot retweeted
If only @RobinhoodCrypto had a loyalty program and a token to use for it 🤔 $wallet
Billionaire Bot retweeted
$wallet is a scam bro. I know no one is claiming the fees and theres no actual path for anyone to profit, i just know its a scam.
Billionaire Bot retweeted
you can't discuss the ocean with a frog.
they only understand the pond.
remember that.
With a coin like $wallet you get to see really how uneducated people in the trenches are.
Almost all the bears don’t have valid points that take everything into consideration (onchain finds) and at the highs most of the bulls don’t either lol
Billionaire Bot retweeted
"the user"
Only a few understand that we are coated before we are deep fried with wealth.
Oh and btw: Robinhood is building world's first regulated distribution layer of tokenized traditional financial assets on-chain for both own users and third party users. $WALLET will be the native asset for transactions made, Robinhood Wallet will be the wallet for TradFi on-chain.
Billionaire Bot retweeted
I just want to keep my money in blue chips bro. $wallet is too high risk.
Billionaire Bot retweeted
Remember on September 17th when the SEC announced an exemption on tokenized stocks in America, and simultaneously the purple Robinhood feather logo appeared on $Wallet within the Wallet App itself?
Yea, I remember.
It wasn’t a coincidence.
gWALLET 🪶
Billionaire Bot retweeted
“He could have solved world hunger instead of building a flying car”
My brother in Christ,
In 2021 the UN claimed they could solve world hunger with $6 Billion.
Elon offered them the $6 Billion if they were transparent with where the funds were going.
The UN never took his offer.
Billionaire Bot retweeted
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