Betting on non consensus ideas in @labyrinth_alpha
Joined March 2025
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Robinhood is still flying under the radar
RH Chain: ~$500M TVL in its first month
Base: ~$5B, still a 10x gap
Meanwhile the stocks already flipped:
2024 → $COIN $78B, $HOOD $35B
2026 → $HOOD $85B, $COIN $44B
next up: TVL and DEX volume closing the gap
This is all you need.
Robinhood was not in this chart ten weeks ago but it now drives the majority of daily L2 gross profit.
Base carried this category almost single-handedly through June, with daily totals near $660k and one chain accounting for nearly all of it. Its absolute contribution has been declining since, while Robinhood went from zero to the largest single slice in about five weeks.
Every L2 on this chart combined clears under $500k in gross profit on a strong day. A distribution business with an existing brokerage user base entered that market and reordered it in a month.
these people are empty souls who will eventually face a serious identity crisis because their entire selfworth is tied to how much money they make.
That's not how traders are supposed to think nor is it the mindset they should have. Money should be a byproduct of your discipline, consistency, and skill not the entire foundation of your identity.
0xEthan and Alexcooks say if you’re not making $100K-$200K every month, you’re poor
“Yo, Ethan, you need to make more fucking money. $100K, $200K is nothing, bro. That’s what we need to make every single fucking month.”
“Actually, every two weeks. Every two weeks, not every month. Every week, $100K a week.”
“So last week I made $120K.” “That’s good. That’s really good.” “But I’m not satisfied. It’s not poor, but for crypto it’s poor.”
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NewSin retweeted
Chjokka’s 3 Tips for Trading the Current Market
chjokka is a trader who specializes in utility plays, but plays memes from time to time as well. He focuses on projects with real products behind them: teams that ship, numbers that grow and fit the current onchain meta.
NewSin retweeted
The first interview with @crypticd22 got a great response. Thank you all.
Next up: @J777Crypto, dropping Monday.
#2 trader on the 1 month PumpFun leaderboard.
Our goal is to make you a better trader.
Follow so you don't miss it.
/laby_szn
Cryptic’s 3 Tips for Trading the Current Market
Cryptic has a highly versatile trading style, but he’s best known for identifying asymmetric small cap opportunities before the wider market catches on, particularly innovative projects experimenting with new ideas.
Some of his most notable early calls include:
Pandora: $1M → $300M
Act: $1M → $400M
Arc: $15M → $600M
Hoodrat: 200k > 20mil
Net: $1M → $70M
Stonk: $1M → $300M
Most recently, he's grown his $10K Pump challenge wallet to $200K in just one month, all public.
Here are his three tips for navigating the current market:
1. Don’t be afraid to go against the crowd
By the time a trade becomes consensus, most of the people likely to buy are already aware of it and already positioned.
Some of the biggest market inefficiencies can be found by looking where the crowd isn’t. That doesn’t mean being contrarian for the sake of it, but don’t be afraid to trust your own instincts and thesis, even if the crowd disagrees.
2. Execute well and size appropriately
Plenty of people can identify a trade that eventually goes up. Far fewer can actually see it through.
Your entry, ability to ride volatility and eventual exit are all part of the trade. Some of the best researchers I know aren’t necessarily the best traders, and execution is often the reason why.
Position sizing is arguably the biggest factor. Oversize and you’re more likely to get shaken out by volatility. Undersize and you may not care enough about the position to give it your full attention.
Get your sizing right and good execution becomes considerably easier.
3. Focus on yourself
The rise of social trading has made this harder than ever. We’re constantly exposed to huge P&L screenshots, making it easy to feel as though we’re underperforming.
That feeling can push you into forced trades, excessive risk and poor execution, all of which will ultimately lower your returns.
Drown out the noise and focus on your own journey. You’re trading for your goals, on your timeline. Don’t let someone else’s results pull you away from your process.
NewSin retweeted
Cryptic’s 3 Tips for Trading the Current Market
Cryptic has a highly versatile trading style, but he’s best known for identifying asymmetric small cap opportunities before the wider market catches on, particularly innovative projects experimenting with new ideas.
Some of his most notable early calls include:
Pandora: $1M → $300M
Act: $1M → $400M
Arc: $15M → $600M
Hoodrat: 200k > 20mil
Net: $1M → $70M
Stonk: $1M → $300M
Most recently, he's grown his $10K Pump challenge wallet to $200K in just one month, all public.
Here are his three tips for navigating the current market:
1. Don’t be afraid to go against the crowd
By the time a trade becomes consensus, most of the people likely to buy are already aware of it and already positioned.
Some of the biggest market inefficiencies can be found by looking where the crowd isn’t. That doesn’t mean being contrarian for the sake of it, but don’t be afraid to trust your own instincts and thesis, even if the crowd disagrees.
2. Execute well and size appropriately
Plenty of people can identify a trade that eventually goes up. Far fewer can actually see it through.
Your entry, ability to ride volatility and eventual exit are all part of the trade. Some of the best researchers I know aren’t necessarily the best traders, and execution is often the reason why.
Position sizing is arguably the biggest factor. Oversize and you’re more likely to get shaken out by volatility. Undersize and you may not care enough about the position to give it your full attention.
Get your sizing right and good execution becomes considerably easier.
3. Focus on yourself
The rise of social trading has made this harder than ever. We’re constantly exposed to huge P&L screenshots, making it easy to feel as though we’re underperforming.
That feeling can push you into forced trades, excessive risk and poor execution, all of which will ultimately lower your returns.
Drown out the noise and focus on your own journey. You’re trading for your goals, on your timeline. Don’t let someone else’s results pull you away from your process.
NewSin retweeted
We're officially launching a new series: 3 Tips to Trade the Current Market
The bull market is starting, and we want our followers to make life-changing money this cycle.
Alpha and early exposure to good coins matter. But just as important are the fundamentals you control as a trader.
Our goal is to make you a better trader.
First interview drops in 60 minutes.
/laby_szn
NewSin retweeted
‘Capital markets have always run on stories’
$Cto <> $Vida may just be the next big mainstream financial story brewing and it’s truly brilliant to see @lylepratt being so bullish on it
Vida 29mil
Cto 7mil
A meme owning and clipping its stock pair is unprecedented. Never seen before. As flipping is approached expect mainstream financial attention to flow.
capital markets have always run on stories.
now some of the stories have tokens.
tokenized stocks like $VIDAx help bring public markets onchain. onchain memes can turn attention into community, and community into positive participation.
companies can’t stop the memes or control the communities forming around them, but they can choose to listen.
NewSin retweeted
Oh and btw $cto remains the best narrative not just on stonk but also sol as a whole.
Once Stonk gets going I’m expecting it to rip again and I’m not ruling out toly interacting with Lyle now he’s finally involved
Solana know this is their best shot at capturing some mindshare from rh and getting involved in the stock meta.
NewSin retweeted
The $CTO squad has arrived to Wall Street
Hello @lylepratt, we are here for our first board meeting
Solana community takeover
Every fee → VIDA shares.
Every holder → a step closer to the cap table.
8K5X85PAJHAAVSvYaAzgVPPAPsqqHmvx16ZyBiscYF8L
NewSin retweeted
As the meme/stock space saturates you want to make sure you’re in the ones which offer real differentiation
Leaders and first movers
Truly unique narratives
Safest bets with the highest upside. Don’t over think it
solana:8K5X85PAJHAAVSvYaAzgVPPAPsqqHmvx16ZyBiscYF8L
$VIDAx
The biggest news in crypto history is going to happen on @solana very soon.
A real bridge between Crypto & Stocks has finally been built with the help of @LaunchOnSF
Can't wait to see what happens here.
$VIDA solana:8K5X85PAJHAAVSvYaAzgVPPAPsqqHmvx16ZyBiscYF8L
NewSin retweeted
The biggest news in crypto history is going to happen on @solana very soon.
A real bridge between Crypto & Stocks has finally been built with the help of @LaunchOnSF
Can't wait to see what happens here.
$VIDA solana:8K5X85PAJHAAVSvYaAzgVPPAPsqqHmvx16ZyBiscYF8L
NewSin retweeted
First ceo to endorse and effectively bullpost a meme/stock pair
$Cto is a one of a kind narrative
one thing I find interesting about coins paired with tokenized stocks is that they can form communities around the underlying tokenized equity without the company creating or controlling them.
that can pull new people into the company’s orbit and lead to experiments the company might never design on its own.
traditional markets also make it surprisingly hard for public companies to engage with shareholder communities at scale. a community pair can give those groups a visible place to form, organize and build.
looking forward to watching what folks build around $VIDAx!
thesis is still valid and hearing that LPs actually own 0.4% of the actual stock???
for comparison: the LPs sitting in NVIDIA/AI own 0.000048% of total NVDA shares.
Listen to me..
there is an actual NYSE listed company sitting at $40m
Real ticker. Real 10-Q. Cash and BTC on the books. They even put the shares onchain
And now there is a Solana coin tied to the stock
Would it not be in the highest interest of the CEO to be tied to the actual meme?
Sleeping stock. Basically no volume. We are the new fuel.
First time a meme and a public company team up and both send to Valhalla.
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NewSin retweeted
Cto/Vida is now the first onchain project to own 0.4% of a nyse listed company
5,000 of 13,000,000 outstanding shares
Potential of this narrative is so so mispriced
$Cto
@lylepratt
Cto is becoming one of the most interesting experiments we have ever seen onchain
There are so many factors at play here:
1) Most obvious narrative which is becoming the first onchain pair to flip the actual stock it’s paired to. $40mil first target here.
2) The cto meme and the vida stock are now in a state of paradox. Vida stock is now more illiquid than Cto coin. It’s actually easier to move the stock price than it is the token price. The two are now eternally bound, with their pa intertwined
3) What the above means is that it’s more than just about flipping the market cap of the stock pair. The meme here can actually be used to pump the stock to new highs.
4) How does the Vida ceo react to this? What happens when he finds out an
onchain meme is now eternally correlated to his stock and effecting the price? What happens when he finds out his stock is getting record levels of volume?
5) The above has a high chance of drawing in external mindshare far beyond just crypto circles.
6) Given that Vida is the smallest market cap company on the nyse, the narrative is unvampable. The first true pennystock/meme pair onchain.
Both $Boner and $Rabbit ripped after shakeouts, maybe we see similar here. Anyway enough yapping from me on this one. Will let the market do its thing
Forget TVL.
Rising gas fees on Robinhood are the most important metric to track.
High fees ≠ more transactions. They mean real demand for limited capacity: users paying to get included while low value transactions get priced out. Same as ETH in 2021.
That’s when a chain actually works.
NewSin retweeted
Robinhood is now 129x more expensive than Solana.
Avg. Solana fee: $0.00259
Avg. Robinhood fee: $0.3344
Robinhood TX fee has increased by almost 5,000% since August.
So, what happens when the chain actually gets mass adoption?
