BitC∞S__ retweeted
hints everywhere
cash-cat:native
hood summit 26, engines of creation, houston. @vladtenev keynote tonight, new products for active traders
day two they demo agentic trading on robinhood with moontower, spotgamma and quiver, prompt to portfolio. also prediction markets for the midterms and cathie wood on stage
thats the official agenda. theres no confirmed cash-cat:native or robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 announcement anywhere in it
what im watching for is much smaller. a cap, a doodle on a whiteboard, the cat sitting somewhere in the visuals. my thesis has always been that an indirect nod from vlad is enough
no idea if that happens tonight. the summit is just a reason to watch for it
BitC∞S__ retweeted
from the Robinhood Summit just now
'Just Keep Buying $PONS' or what was that on the screen again? 😅
it's gonna be pretty obvious in hindsight!
BitC∞S__ retweeted
Officially the most 24h spot volume on $CASHCAT EVER on this @Official_Upbit spot listing with $137m traded
Nearly $51m traded on Upbit alone
Prior to today, the most spot volume traded in a day was $136m on 8/6 on the @RobinhoodApp listing
Volume precedes price... BILLIONS
Wow $CASHCAT on @Official_Upbit for less than 5 hours and it's already the #1 venue for spot volume by FAR
Koreans + Cash + Cat = BILLIONS
three things ARGUS couldn't do yesterday (will be live shortly)
- privacy swaps, powered by @HoudiniSwap
- candlestick charts, powered by @GeckoTerminal
- 中文 and 한국어 support
and that's just the warm-up before V2.
BitC∞S__ retweeted
I AM ENTERING THE MOST ABUNDANT, BALANCED, AND WEALTHY PERIOD OF MY LIFE. I GIVE MYSELF PERMISSION TO PROSPER.
BitC∞S__ retweeted
This is exactly why I’m obsessed with being EARLY.
I first posted $ARGUS around $300K MC.
Within a week it ran to $36M.
Then came the inevitable 70%+ retrace.
What matters to me now:
$ARGUS is still the #1 coin on @arc, sitting around $16.5M.
$PONS on RH reached $670M at ATH.
That’s ~40x from here.
Even reaching just 50% of PONS’ ATH would put $ARGUS around $335M, still a 20x from current levels.
As I always say: focus on the leaders. They tend to deliver the biggest and safest gainz.
A few days ago I said I’m looking for two things on @arc: projects that are early and builders with a proven track record. $ARGUS checks both boxes.
It’s built by @rdbotato, a HoudiniSwap engineer already followed by top traders like @blknoiz06 & @frankdegods. 👀
Then I realized something else:
$ARCASH, one of my highest-conviction Arc plays, was actually launched through ARGUS.
So naturally, I dug deeper.
What caught my attention is how ARGUS approaches launches.
Creators can decide how trading fees are allocated:
→ USDC distributions to holders
→ Buyback & burn
→ Creator revenue
→ Or a custom split between them
This creates an interesting model where every project can structure its own incentives from day one, instead of every launch following the exact same formula.
At only ~$300K MC with ARC still pre-mainnet, $ARGUS is exactly the kind of asymmetric setup I’m looking for.🫡
BitC∞S__ retweeted
I've been trying to model what holding $INDEX could actually yield
and the interesting part is that the answer depends almost entirely on how much activity The Index ecosystem can generate
At the snapshot I'm using:
• $INDEX around $0.0278
• ~$27.7M market cap
• 4,119 wallets eligible for rewards
• 10K $INDEX minimum to qualify
The core mechanic is simple
The Index charges a 3% ETH fee on trades and uses it to fund stock distributions for eligible $INDEX holders
So let's run some scenarios
Bear case
~$60K daily volume
> ~$1.8K fees/day
> ~$657K annualized
> ~2.4% yield vs current market cap
Low growth
~$100K daily volume
> ~$1.1M annualized fees
> ~4%
Medium growth
~$250K daily volume
> ~$2.7M annualized fees
> ~9.9%
Strong growth
~$500K daily volume
> ~$5.5M annualized fees
> ~19.8%
$1M daily volume
> ~$10.95M annualized fees
> ~39.5%
And there is another variable I don't think should be ignored
The Index is not just the $INDEX token anymore
There is Indices, where trading fees are converted into tokenized stock treasury rewards
and Blend, where protocol fees are generated from basket creation/redemptions and a portion is directed toward holder rewards
I would not blindly add those revenues to the numbers above, because they have separate accounting and we need the actual current fee data to avoid double counting
But they create another potential source of value flowing through the ecosystem
So my current framework would be
Bear: ~2–4%
Base: ~7–17% depending on the revenue window
Bull: ~20%+
High-growth: potentially 40%+ if ecosystem activity scales materially
so I don't really look at $INDEX as a token with a fixed APR
I look at it as a claim on the fee generation of the whole ecosystem
now the main question is simple
how big can that fee engine become?
BitC∞S__ retweeted
THE NEXT $SUI NARRATIVE IS CONFIDENTIAL FINANCE. 🔒
Sui isn’t just making transactions private😉
It’s building the infrastructure to make entire financial workflows confidential by design payments, treasury, payroll, settlement & computation
With Confidential Transfers + Seal + Nautilus + Gasless Stablecoin Transfers, the pieces are starting to connect.
Businesses can move capital onchain without exposing every balance, payment amount or internal financial movement.
And the key part?
Privacy doesn’t mean giving up programmability, compliance or verifiable execution.
Sui is quietly building a financial stack where privacy + programmability + automation work together
This is much bigger than a private transfer
This is confidential finance onchain👀
BitC∞S__ retweeted
Funny how quickly sentiment changes 😂
Yesterday: “Arc is dead.”
Today: @arc green and $ARGUS pushing again.
The trenches are coming. $ARGUS is exactly where I want to be positioned for it. 👀
@peterschroederr @samconnerone let’s turn Arc into a MAJOR player.
Builders are here. Community is here. Now let’s keep the momentum going. 🤝
BitC∞S__ retweeted
Big shoutout to the @arc team for grinding nonstop these past few days.
We’re just getting started.
Next stop: stocks.
@shamu5noonan @eli_engelman @bahubali_usd @samconnerone @jerallaire @stablenzo @elk_xyz
BitC∞S__ retweeted
When you find a winner early, don’t sell it early.
$TOLLY - ~$3.1M
$ARCASH - ~$360K
$ARGUS - ~$450K
These remain my 3 highest-conviction plays on @arc, all backed by builders with legitimate track records.
Too many people sell their winners too early → rotate the profits into increasingly risky plays and lose what they just made.
And @arc mainnet isn’t even public yet.
Sometimes you don’t need to find the next play. You need patience with the ones you already found.
That’s where usually the biggest gainz are made.🫡
BitC∞S__ retweeted
Just wait until ct realizes $index was listed on Robinhood Assets today.
BitC∞S__ retweeted
PROJECT SPOTLIGHT: @legsdotfun
First parlay market on Robinhood Chain. Stack memecoins or tokenized stocks into one ticket, set a clock — every leg hits, you collect the multiplier. One miss, ticket's void.
$LEGS went live Sept 3, site opened same day. Bootstrapped by @RobinhoodCrypto.
Numbers so far:
$10M volume in 3h
80% of fees → buybacks & burns
3%+ of supply burned in the first hour
Caught early on leak.me





































