Slowly waking up from the fever dream. Dive on into my lists, anon.
Joined January 2021
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fozzla ☮️⚫ retweeted
RWA Supercycle Roundup (9/10/26):
Decent flush out in the past 24 hours as the uPNL on FOMO takes a hit; offering prime entries into high quality assets... just as Vlad goes on stage hinting at potential paradigm shifts in voting rights for tokenized equity holders through a proxy/delegate??
Here's what caught my attention:
1) ZZZ ( @ExponentLabs_ ): (RH) The lore runs deep around agents changing their prefixes to buy time + prevent deletion... giving me GOAT / Backroom vibes
2) @downto_finance (RH) Decentralized ETFs; game theory has captured attention for quants to find alpha as it currently teases it going live; people unstaked before was that Sep 7 migration cutoff + are waiting for go live anticipated in a day or two
3) @RKST_xyz (RH) Rocket Strategy is an on-chain financial vehicle that acquires exposure to reusable rockets; A @Starcap_xyz portfolio company
4) @LaunchOnSF (SOL) Bounced back following the PUMP STONKS platform announcement; Penis/Pump is launched on STONK as onchain response to their STONKS vamp attack
5) @ponsdotfamily (RH) mentioned on CNBC: Launchpad is now tracking $93m in rewards distributed to creators + $10b in total volume traded on its launchpad
PONS chart seeing a sell off (alongside the broader market) but this healthy correction enables a greater number of tokens to be burned/ permanently removed from the market
6) @brewdotfamily (BSC) starts to pump on BSC STONK/PONS style rival to 4STONK (bSTONK conversion soon), or perhaps FLAP (no token, yet)
7) Seeing large BREW holders accumulate "SirPancake" as the memetic mascot to the BREW holders... if BREW takes off, this will be a leveraged bet imo
8) @longdotxyz (RH) @Natan_benish clarifies token value accrual as MOO, AI, MEME + others show strength:
"LONG pairs are not just vanilla DeFi vaults. These are community based assets whose value is driven by holder conviction, unique narratives, and memetics. That is much more POWERFUL than quoting stats esp on the small-mid cap range"
9) @BundleCatAI (RH) hits price discovery as investors position into AI adjacent infra that'll benefit future launches; bundle uses anti snipe mechanisms for launches + agentic AMM for market making its own token
10) @receiptfamily (RH) offers innovative app layer to tokenized equity for holders of its RECEIPT token by scanning shopping receipts... more of this! i'll append post on this below. Also grab your username now
11) @memorycowmoo (RH) Micron token pairing; climbing + volume increasing showing strength as it solidifies its position as 3ic behind @longdotxyz token leader AI (NVDA) + MEME (AMC) plays
12) Prime opportunity to go hunting for oversold projects in the LONG ecosystem as the entire RWA market rerates up:
i) @Asteroidonlong (RH) hits escape velocity as the SPCX STONK pair on LONG
ii) @incelrh (RH) climbs as the lead pair on Intel as more value accrual flows to the Long ecosystem. There's a decent overlap between MOO holders + Incel which caught my attention
iii) Similarly, this wildcard @TUXibm (RH) pairing with IBM has an overlap with large MOO holders. Early stages imo have stronger chance to compound as more long term holderbase. They announced buy+store of IBM stock in a doxxed wallet soon... vault eventually?
13) @bmoneyonbnb (BSC) floor seems to be around $4m... someone is accumulating this whenever it dips. The lore on this is worth digging into + you get chinese Bitcoin for holding aka BTC on BSC
14) @KnotsOnStonk (SOL): Hold Knots get STONK. $500K distributed to KNOTS holders
15) @rstrosrs (RH) hits 8.8k RH hats in OSRS funded by trading fees on its RSTR token... sets an interesting precedent for how in-game economies can be driven by a memecoin
16) @projectmars_rh (RH) grabs attention with its gamified Land drilling mechanisms. Forecast supply shrinkage of DRILL by 200k tokens per day
17) @orbiodotso (RH) innovating with onchain inference credits, similar to VVV/DIEM
18) @Fab_RWA (RH) Mine the companies that made your GPU. Real AI inference and render jobs, paid in tokenized NVDA, TSM, AAPL and SK hynix
19) @moodotguru (RH) fills a gap with pre-IPO stock prices bridging the gap between buyers and sellers; this will become increasingly important as more low cap private equity memeFi pairs emerge
Let me know in the comments if I've missed any notable developments and I'll append below or capture tomorrow! 👇
I'll use this as a tool to fill any gaps I may have missed
Robinhood Chain (RH) activity is spiking (9/1/26):
Transactions hit 13M y'day; if you exclude the single 27M outlier then this is a new ATH for daily activity
Network revenue also exceeded $1.2M in 24 hours (Arbitrum eating well on the 10% kickback) as PONS became the first RH app to surpass a millie in a day
Latest RH Chain developments:
1/ @ponsdotfamily: Launchpad. 30% of all PONS supply has now been burned as 80% of all revenue goes to buying back the token; y'day's fees flipped Pump with ~7 figs
Token is in price discovery as @cryptogle enters as joint top holder alongside @theunipcs with > $5M position... PONS also commits loyalty to the RH ecosystem
2/ @ClutchMarkets: Stonkbrokers ecosystem. StonkLauncher now allows memes to launch directly against Stock Tokens once sufficient liquidity is locked in its Safety Deposit Box.
GLD and Webull are already enabled, with all 196 stocks potentially unlockable. Moonbirds also joins Meebits, Good Vibes Club and Normies as upcoming Stonkbrokers collaborations
3/ @TheIndexFi: Stock rewards. INDEX converts its 3% trading fee into a basket of 18 Stock Tokens distributed automatically to its 20K+ holders
Still one of the clearest examples of trading activity becoming direct equity distribution rather than protocol treasury value
4/ @MancerXYZ: DEX aggregator. Mancer is now publicly live rather than gated beta, offering instant swaps, limit orders and recurring buys while assets remain self-custodied until execution
It reported more than $465K of fills shortly after opening as it guns for the Jupiter role on RH... seeing chatter that this is a clean agg and worth watching closely as fragmented liquidity becomes an increasing problem with demand outpacing tokenized stock supply
5/ @SinjohDeFi: Programmable capital. The Piggy/Yield Bank mint extends Sinjoh into financial NFTs funded through sales and INJOH fees, with the underlying capital deployed into LP and staking strategies
More than $26K of PONS and NVDA has also now been distributed to INJOH holders
6/ The @longdotxyz eco continues to explode as 16% of all NVDA OI on @Lighter_xyz is now backing NVDA3x NAV as "DEMOTHREE" hits $5M market cap for the token launched with ths 3x exposure
MOO (paired with Micron memory stock) taps $20m before retracing as it positions for the unaffiliated Micron memory mascot, other recent pumps include:
INCEL - INTEL
SPACEHOOD - SPCX
SAYLORMOON - MSTR
PLTR - PLTR
Subscribe to my free newsletter and I'll drop a broader list in there today.
7/ @RamsesExchange fees rocket to $343k in the past 24 hours driving attention to the token which now hit $18M before retracing to $9M. DEXs or liquidity aggregators appear to be the next infra being bid behind the Launchpad runners
8/ @pairdotfund: RWA launchpad. Public launch with AWS support after V5 reported $26M volume, 160K trades and $180K creator rewards. Tokens can launch against baskets of up to five canonical stocks using permanently locked Uniswap v4 liquidity
9/ @RobinhoodCrypto: Stock Token Distribution/accessibility. Another 100 Stock Tokens are now live, taking the available universe above 190. More assets create more possible meme pairings, but also make liquidity routing and reliable price discovery significantly harder
Note: please ensure you check the list before aping tokens as there are fake tokenized stocks being minted that are pure memes... scammers are raising their heads
10/ @OrderlyNetwork: Perp infra. Orderly is now live on RH, allowing teams to deploy their own perpetual DEX rather than build the underlying orderbook and settlement infrastructure from scratch
As derivative infra (options, perps etc) become available this is going to increase the liquidity and capital that will enter the eco which will push eco token prices to price discovery
9/ @maplefinance: Credit. syrupUSDG and syrupUSDC are now live on RH, with Steakhouse approving syrupUSDG as collateral. This begins connecting the chain’s expanding stablecoin base to institutional credit markets
10/ AI Agents can now trade crypto in the RH app... combine this with the rumours that a social trading app is going live soon + this could be an insane catalyst for the RH eco
Relevant RWA Side note:
Competition is heating up as @LaunchOnSF launches meme paired with penny stocks, powered by STONK. Worth moniotiring the launches out of that eco too...
Feels like the Base + Solana rivalry from the AI meta is resurfacing between Solana + RH for RWAs
OBSERVATION: STOCK TOKEN LIQUIDITY
The weekend squeeze meta is now becoming infrastructure. StonkLauncher requires locked equity liquidity, PAIR spreads exposure across stock baskets & Mancer routes across fragmented venues
onchain demand is growing faster than usable Stock Token float; The protocols that source, lock and route that liquidity may capture more durable value than the memes creating the demand
Which new RH protocol or token am I missing? I’ll append it below or include it tomorrow
Disclaimer: This is not financial advise & not an endorsement to buy any of these financial assets. I am purely tracking developments in a fast evolving ecosystem for information purposes only
fozzla ☮️⚫ retweeted
For the ppl worried about a pf one shot of $STONK :
There are technical reasons that make that very difficult, but even beyond that, can you name a single person who wants this outcome?
Sentiment on pump was/is so bad that it dragged down all of Solana with it, and the only reason sentiment improved is SFL and Raydium. Why would anyone want to trade on pump when we finally have an app that isn’t just a giant extraction machine?
Why would you want to hand the keys back to Alon? Same guy who told us it was going to be a great Q4 and then went on Twitter hiatus for 8 weeks while the market nuked. Same guy who shilled you a pumpfolio that he abandoned 2 weeks later, shilled you ICM (abandoned by weeks later), shilled you CCM (abandoned 2 weeks later) and has served you nothing but absolute garbage for the last year, pumped by his psychotic market makers. Same guy who is now paying ppl who are a a cancer on this space to promote his app. Same guy who instead of giving you an airdrop, extracting 1b from you at an evaluation where even now you’re barely in profit.
If pump somehow came out on top here (doubtful imo), it would be the worst thing to happen to Solana since pumpswap. Remember that when he serves you up a few green candles to lure you back in.
fozzla ☮️⚫ retweeted
Bitcoin dumps on golden crosses are normal.
What is more telling is the bounce after the golden cross dump is over.
In 2019/2023, Bitcoin dumped into the golden cross then put in a higher high, thus confirming the end of the bear market.
In 2014/2015, Bitcoin dumped into the golden cross, then put in a lower high, and the bear market continued.
A higher high (if achieved) would likely correspond to a weekly close above the 50W SMA (which is a good predictor of the bear market being over).
A lower high (rejected at the 50W) would be a sign that the Q4 low occurs right on schedule.
To summarize:
The dump BTC is experiencing right now has happened previously in bear markets and in the beginning of bull markets. The thing to watch for whether the low is behind us is after this dump is over, does Bitcoin print a higher high (and go above the 50W) or a lower high (rejected again).
Once that data point arrives, it would likely be the nail in the coffin for either the bull or the bear case.
fozzla ☮️⚫ retweeted
11 bullish theses on $INDEX
1. 3% fee flows into stock rewards.
hold INDEX, get paid in tokenized stocks.
more volume means more fees, more fees means more stock distributions to holders.
2. rwa[.]wtf as a separate product.
an RWA trading + intel surface built around RH chain, Lighter and tokenized stocks.
basically the frontend layer for the same "stocks onchain" thesis.
3. Indices might be the key layer.
this is where INDEX stops being only one token and starts looking like infrastructure.
projects can route fee flow into stock rewards, buybacks, locked LP or baskets.
partners already include @ponsdotfamily and @letscashfun.
4. timing is still the weirdest part.
INDEX keeps shipping first: Rialto routing, stock rewards, rwa[.]wtf, Indices, partner integrations.
some of this does not look like "we built it in a weekend after the chain launched."
they look more like pioneers of the Robinhood chain RWA stack than tourists.
5. the Vlad / Robinhood language overlap is hard to unsee.
i compared Vlad's article with Index articles before.
couldn't prove same author but the numbers were funny:
→ 25-35% same person
→ 75-85% same writing method / editorial pipeline
→ 90%+ same Robinhood Chain messaging universe
i.e.: programmable, portable, always available, stocks as useful capital, global access, ownership.
same language layer everywhere.
6. Vlad basically described the INDEX mechanic on a podcast without naming it.
he talked about a world where you hold a meme coin and just get stock tokens airdropped to you.
that is the Index / Indices thesis in one sentence.
7. Vlad follows INDEX.
second Robinhood Chain project he follows after @cashcat_token. for a random ecosystem token that is not nothing.
8. funny timing, again.
one of the big INDEX holders posted "robinhood chain is two months old, let that sink in," then dumped his entire INDEX bag.
after that, Vlad quoted the same post back with "let that sink in."
INDEX made new local highs shortly after.
9. SBS just completed the Index audit.
@SBSecurity_ published the results for The Index Baskets: 1 high and 11 medium findings, all resolved before launch. they also called themselves The Index's official security partner.
same firm audited CashCat / letscash launchpad and ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241. both later got listed on Robinhood App.
what comes next is not exactly hard to guess.
10. crypto[.]com listed INDEX a few hours ago.
CashCat and PONS both got their crypto[.]com listings before Robinhood App picked them up.
third token, same sequence.
11. the real bull case is alignment.
Robinhood keeps talking about tokenized stocks becoming programmable, portable and globally available.
@TheIndexFi is already building products directly around that exact script.
maybe they just read the room perfectly.
or maybe they were standing much closer to the script than people think.
you can trade INDEX on FomoApp too btw:
fomo.family/coin?address=0x5…
robinhood chain is two months old and all of this already lines up. let that sink in.
fozzla ☮️⚫ retweeted
✦ Mint Details ✦
Mint Date: 04 September 2026, 10:00AM EDT
Mint Price: 0.0069 Eth (Robinhood)
Supply: 3,333 (See FAQ on website)
Reveal: 24 hours post mint out
Official link: coming soon,
minting on @opensea
Follow, like, and share (24 hrs)🚩
fozzla ☮️⚫ retweeted
I think the whole UK should follow Wales and legislate to prosecute politicians that lie to the public.
fozzla ☮️⚫ retweeted
Privatised water has ripped us off for far too long.
Sky high bills. Water shortages. Polluted rivers. Sewage in the sea.
No more hesitation, no half measures - we need water in public hands now.
Andy Burnham shelves Thames Water administration plans over costs thetimes.com/uk/politics/art…
fozzla ☮️⚫ retweeted
For 37 years, privatised water companies have fleeced customers and poisoned our supply whilst extracting £88bn+ in dividends.
Privatisation is a scam. It is absurd that successive governments have allowed this farce to continue.
Put water into democratic public ownership, now.
fozzla ☮️⚫ retweeted
Yall pussy as Fuck @RockstarGames I’m the one leaking Gta 6 And yall not gonna do Shit bout it 😹😹
Btw my name is Robert Sanchez and i’m a “goalkeeper” at @ChelseaFC
fozzla ☮️⚫ retweeted
59 years of predatory occupation.
1,049 days of genocide.
7 governments.
One statement.
Zero sanctions.
And it even misses the international law obligation: per the ICJ 2024 Advisory Opinion, it's the occupation itself -not just the E1 plans- that must end.
So: Cut trade now.
Joint statement from the leaders of the United Kingdom, France, Germany, Italy, Netherlands, Norway and Canada.
ALT Joint statement from the leaders of United Kingdom, France, Germany, Italy, Netherlands, Norway and Canada. Read full statement here: https://www.gov.uk/government/news/joint-statement-on-israeli-governments-decision-to-publish-construction-tenders-for-the-e1-settlement-project
fozzla ☮️⚫ retweeted
The accusation that I am antisemitic is appalling and fundamentally dishonest. Criticizing the actions of the Israeli prime minister, a military technology contract, or the executives who supply it is not the same as criticizing Jewish people. This critical and necessary dialogue is then dishonestly framed as being anti-Israel. To be clear, my views come from my own political convictions and should never be interpreted as hostility toward Jewish people, for whom I have deep love and respect. Everything I know about acting, activism, and humanism has been profoundly shaped by the Jewish friends, colleagues, and loved ones who have been integral and family throughout every point of my life.
This merger has real consequences for real people, and for the entire country. Scrutinizing the Ellisons, including Oracle’s business built on data, surveillance technology and government contracts, and the serious threat to editorial freedom and the loss of a livelihood for thousands of families, is fair and necessary. The $111 billion deal would hand one family control over CNN, HBO and Warner Bros., backed in part by foreign money whose influence on editorial decisions has never been fully explained to the public.
Lawmakers on both sides of the aisle have called for serious national security review, and regulators still haven’t given the public a real answer. Until they do, the merger shouldn’t move forward. Now is the time to dive boldly into all these issues, not step back or concede.
fozzla ☮️⚫ retweeted
Maturing is realising that absolutely nothing of substance is happening here.
A false pressure valve is being released, to reset public anger so as to buy additional years of time to implement an agenda that was decided long ago, elsewhere. The frontman is utterly expendable.
fozzla ☮️⚫ retweeted
We are in the final stage of capitalism where global capital can’t expand or sustain past profits. It now consumes public institutions and key systems, sacrificing democracy, welfare, infrastructure, education, healthcare, and ecosystems for short-term gain.
fozzla ☮️⚫ retweeted
🚨 BREAKING: Lebanon files UN Security Council complaint accusing I$rael of violating the Chemical Weapons Convention in the south
Lab tests from Aita al-Shaab, Naqoura, and Dhaira confirmed catastrophic levels of Glyphosate—a cancer-linked chemical—in agricultural soil.
Normal farming levels would show 0.5 to 2 mcg/g but tests on soil in South Lebanon show 22,750 mcg/g, 11,000 times above safe levels
It has been labeled by some as a deliberate war crime designed to permanently destroy arable border lands.
Here is our report from the scene filmed in February
