Blockchain Academics | Crypto | Ai Builder
Joined June 2012
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Robinhood Chain report card #2: $PONS
Grade: C (63/100)
- 102,825 holders
- 90 days old
- buys beat sells 2 to 1 today
- 32% of supply already burned
Why not a B:
- top 10 wallets hold 65% of circulating supply
- volume down 40% this week
- price down 38% in 30 days.
Good demand. Too much in too few hands @ponsdotfamily
How the grade works: same six checks as $CASHCAT. Age, liquidity vs cap, top 10 wallet share, holder count, 7-day volume trend, buys vs sells.
One caveat to be fair to Pons: their treasury buys PONS with 80% of fees, and liquidity pools sit in the top 10 too. Some of that 65% is the protocol, not whales. I can't separate them from public data. If the team wants to label their wallets, I'll update the card.
Robinhood just announced $25M of #Bitcoin on its own balance sheet.
Bitcoin's down to $83K today.
Welcome to the club, @RobinhoodApp @vladtenev
Three weeks ago I started tracking #Robinhood Chain fees.
Sept 14: $11.8M a day
Sept 21: $4.8M
Sept 28: $3.9M
Today: $3.4M
Down 72%. #Solana sat between $13M and $18M the entire time.
Robinhood Chain report card #1: $CASHCAT
Grade: B (68/100)
- 112,912 holders
- 105 days old
- $163M cap
- 733 buys vs 716 sells today.
Why not an A: volume down 42% week over week, top 10 wallets hold 34%, and only $4.7M of liquidity on that cap.
The holders stayed. The traders left @cashcat_token
How the grade works: six checks, same scale for every coin. Age, liquidity vs cap, top 10 wallet share, holder count, 7-day volume trend, buys vs sells.
$CASHCAT maxed age and holders. Volume trend and concentration capped it. Fix the volume slide and this is an A conversation.
Next card: $PONS.
Yesterday I put $LIT on my Robinhood Chain watchlist as "the perps engine inside the Robinhood Wallet."
Today #Robinhood said it's running perps itself through Bitstamp at 1 basis point a trade.
$LIT down 25% on the week, $7.2M liquidated.
I was wrong. Robinhood doesn't partner with crypto projects. It replaces them.
Someone launched 53 meme coins on #Robinhood Chain in two months and walked away with $18.4M.
Every coin worked the same way. His own wallets bought most of it first. Regular people bought after. He cashed out, and the money went straight into launching the next one.
If you bought one of those coins, you weren't early. You were the payout.
robinhood:0x80baa4b3bfac6f4978700df824b1b3d98e889136 $LEGS $PINK
Here is the investigation if you want to see the wallets:
teapaw.org/WazzCrypto/status/2104…
SEND $MARSCOIN HIGHER 📈📈
Binance will support the SpaceX (SPCXB) airdrop for MarsCoin (MARSCOIN) holders, as well as the Invesco QQQ Trust (QQQB) airdrop for 牛来 (牛来) holders.
👉 binance.com/en/support/annou…
$BTC up 6%. $SOL up 9%. Everything green.
#Robinhood Chain fees: $11.8M a day last Monday, $4.8M today.
Down 60% on the best week the market's had in months.
Warning sign, or the tourists leaving before the real users show up?
BlackRock. Visa. Mastercard. DTCC.
As of this morning, they run a blockchain together.
It's called Arc. #Circle built it. Gas is paid in $USDC, not a volatile token. Finality in under a second.
And here's the part nobody wants to hear:
There is no #ARC token. There is no airdrop. Every " $ARC presale" in your DMs is a scam.
Wall Street didn't show up to buy your coins. They showed up to replace the rails.
I stress-tested Arc's fee engine against normal EVM gas before launch. USDC gas on a smoothing curve, 20 gwei floor, so fees can't spike 10x in a mempool war.
Try breaking it yourself: arc-fee-demo.vercel.app/
