PeterM retweeted
My gf who works on Wall Street just asked me about tokenized stocks for the first time
higher
PeterM retweeted
This is very important so I am going to explain this as simple as possible because people won’t read the full report:
- robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 already has $40M+ of liquidity across 40+ pools. That’s about 1/6 of all LP on Robinhood Chain.
- In the last week alone, 10 new pools opened against robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 (ICOIN, ORBIO, FATCOIN, MEME, RSTR, DRILL, NUDES, PONS, DGAME, MOO). Eight of those formed in just six days.
- Example: The robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18/$BONER pool went live and in seven days became the #1 venue for BONER, handling 35–37% of all BONER volume. New pairs are already taking 15% of robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18's ~$36M daily tape.
- As this continues, more tokens launch against robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18, more volume routes through robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18, and more robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 gets locked as inventory in those pools. Liquidity compounds.
The key here is none of this is priced into robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18. To most people it’s just a dog meme sitting on a NVIDIA pair.
So what does this mean if you actually value it as the liquidity layer for stock memes on a chain with no native token (removing any memetic value)?
Bear case: $20–90M. Meta stalls, bridges stay small, stocks never route through it.
Base case: $500M–$1.2B. 15 decent meme stocks, handling a real but not dominant share of their flow. 2–5x from here.
Bull case: $2.7–12B. 30 memes, two runners, stocks start pairing through robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18.
Extra bull: $8.5–40B. robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 becomes the actual money of the Robinhood Chain meme-stock economy.
The probability-weighted expected valuation is $3.7 billion market cap (at 19x from today)
There is no Robinhood token. robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 is the closest thing to a proxy because it already sits at the center of the liquidity, the NVDA vault, and the new pairs.
The market is still pricing the meme. It is not pricing the infrastructure.
PeterM retweeted
Today we made some major improvements to how callout rewards are distributed moving forward
When we introduced callout rewards, the goal was to incentivize more high-quality content on the Pumpfun App’s social feed. This would ensure that retail and experienced traders alike are getting the best information they can get about the most relevant coins before making trading decisions
However, we received feedback from plenty of you that we were disproportionately rewarding traders that do tons of callouts rather than focusing on the callouts that created huge impact within the ecosystem
To incentivize traders to make high quality callouts on good trades that their followers can genuinely benefit from, we have significantly reduced the weighting of the number of callouts that a user produces within the callout rewards calculation
Quality >>> Quantity
High quality info >>> Slop
If you’re a Pumpfun App user, check your noti’s.
Sent from my Pumpfun App
PeterM retweeted
the first agentic trading app specialized for tokenized RWAs is now live on @RobinhoodCrypto Chain
Available on iOS and Google Play↓
Karma is now live on Robinhood Chain through @virtuals_io.
Trading is becoming social. Assets are becoming universal. Karma is where the two meet: a non-custodial app where communities discover, trade and spend together, and creators earn from the volume they create.
Our official CA: 0xB47f4702DEB124cb4eB6286bE83c9d84277C6239
PeterM retweeted
Scam Altman and Greg Stockman stole a charity. Full stop.
Greg got tens of billions of stock for himself and Scam got dozens of OpenAI side deals with a piece of the action for himself, Y Combinator style. After this lawsuit, Scam will also be awarded tens of billions in stock directly.
The fundamental question is simply this:
Do you want to set legal precedent in the United States that it is ok to loot a charity? If so, you undermine all charitable giving in the United States forever.
I could have started OpenAI as a for-profit corporation. Instead, I started it, funded it, recruited critical talent and taught them everything I know about how to make a startup successful FOR THE PUBLIC GOOD.
Then they stole the charity.
Interesting how it works
Elon puts up his own money, rounds up the absolute best AI talent on the planet, leverages every connection he has to secure serious resources, and launches OpenAI in 2015 as a pure non-profit explicitly created to develop AI for the benefit of humanity, with zero profit motive and open research
Then the “team” decides they want the bag
They push Elon out, take control, and quietly flip the entire thing into a for-profit machine
All while preaching the same sanctimonious lines on repeat: “We’re still mission-driven!” “AI for the good of humanity!” “We’d never abandon our principles!”
The ultimate betrayal:
Elon got zero equity. Not a single share. He funded it. He built the foundation. He got nothing while they turned his non-profit into their personal cash cow
This is the level of betrayal and hypocrisy we’re dealing with
And for the record.... this lawsuit doesn’t put a single penny in Elon’s pocket. Any win goes straight back to the non-profit to restore the exact mission he founded
PeterM retweeted
Big ups to the guys at @printr
Originally I saw this launch day 1 and was like I wanna gamble on a runner on new launchpads, got the absolute top fill at 5m and was just down like 60% over 100 SOL for a couple of days
But it worked out well and ATH hit 20m
The platform is actually pretty nice too so happy to see something new running for people
PeterM retweeted
In late 2023, French streamer TeufeurS was extorted for a ransom after a family member was kidnapped in France.
I can finally share that I helped lead efforts that resulted in an ~$800K freeze with the Binance Security team after a $2M ransom was paid.
Six suspects tied to the incident were later arrested. Given the sensitivity of the case, I held off commenting until now.
I have since assisted with asset freezes and identifying culprits in several of the recent France home invasion robberies, and hope to share details in the coming months.
If you or someone you know falls victim, reach out as soon as possible rather than delay.
I prioritize these types of cases as they have grown more frequent amidst this disturbing trend.
PeterM retweeted
I really do not get all the SOL vs ETH talk.
The ETH token clearly had a better chance in this case. You can attribute that to past Shiba performance on ETH, block time, gas fees, and the fact asteroid clearly already had a high effort CTO in the past and had gone pretty high before. It is just known that ETH trenches are relatively quiet, so this time it was a lot easier to rally behind one token, and even so there was still an OG PvP attempt on ETH.
On SOL it is the opposite. The trenches are alive and breathing every day. Culture coins and random trends have a way better chance of catching because there are way more retail users, way more organic trends, and it is just so easy to launch. That is also its downside because when something starts getting attention, there is sometimes an OG token, or it takes half a second for someone to launch a vamp.
But that same environment is why SOL gives you a chance to log in every day and try to make life changing money. If you missed an early entry on this narrative, it might take a couple more months or even longer to get another opportunity like this on ETH, and even then you have to hope you are on at just the right time. On SOL there are way more chances.
They are two different chains and people keep trying to force them into the same box. Just because ETH got the crazy runner this time does not mean there will not be another life changing 1000x on SOL.
Anyways, it is great to be able to sit down every day on the scope and take a chance, but life changing opportunities are not limited to one chain. If the right narrative shows up in front of you, you should always be open to bridging over and aping it regardless of the chain it is on.
PeterM retweeted
𝕏 has always been the best source of financial news for traders and investors. Billions of dollars are allocated every day based on what people read on Timeline.
Today we're launching our new Cashtags feature in the US and Canada on iPhone, bringing real-time financial data to X.
Here's how it works:
1. When you search for or post a cashtag (or contract address), X will automatically suggest matching stocks or crypto tokens, so you can select the exact asset you had in mind.
2. Anyone who taps a Cashtag will see posts mentioning it along with its price chart—without ever leaving X.
This ensures that you're always matched to the chatter for the right stock or token.
Cashtags are just the first step in our commitment to be the best destination for the finance and crypto community.
