Been part of the @onchainheroes ecosystem since the start. Whaled into it and played Seasons 1 and 2. Web3 Gaming has been absolutely trashed, but @Skarly is one of the few gaming founders who have carried the torch for onchain gaming and have consistently done right by their holders. Collected 11 Ringbearers, ~150 Heroes, and a ton of mythic weapons, armor, materials, and other gear (peaking at ~200k USD worth of ecosystem assets). Ringbearers give you 1 GTD mint spot in @YieldFields_RH and are trading at 1.2e right now. My stake in OCH has yielded 14 GTD spots in the mint, which would cost about ~17e (40k) worth of Ringbearer NFTs. I'm going to mint all my deeds and participate in the new game. @YieldFields_RH, Skarly's new onchain game, is minting in a few days and looks like one of the most interesting onchain games to come out in the past few years, especially given Skarly's previous game. Onchain Heroes assets went pretty crazy at the first mint, and it looks like YF takes a lot of OCH's lessons and improves on them. The market is in the shitter right now, and RHC liquidity has retreated, but I still think this game will see a lot of demand. Deeds could be worth multiple ETH if the ecosystem plays out as designed. The deed assets give you a real stake in the ecosystem, since each deed is a limited factory NFT that produces items farmers/players need to optimize their yields. The economy and NFT design seem to have taken some lessons from @standard_rsv (I believe @0xbeans helped Skarly with the game ecosystem/tokenomics): every deed is backed by ETH from the mint/trading fees locked into the deed NFT, which must be burned to claim. Multiple buildings can be built on the deed, which are sellable on the market and highly needed for the economy. Basically, the deeds will be highly useful, earn from the economy, and be highly sought after. Obviously, it's a bet on Yeild Fields and Skarly making this work, but it's a bet I will make. It's also going to be fucking fun, which matters just as much. This could be highly profitable, or just profitable, or maybe not at all. But it's going to be fun, and I want to have fun. So I'm going to play the game rather than take an early exit here. A side note: Given that @AbstractChain basically soft-rugged every developer who built on them and used XP as a fake carrot-on-a-stick to incentivize volume and liquidity, all Abstract assets are pretty much fucked. As someone who had a ton of XP (made entirely from participating in OCH, not farming), it sucks to see Abstract basically pull the same playbook @PirateNationFDN did with POP points. @LucaNetz made what was probably the right business decision (and closing the chain down was the right call here), but it wasn't moral, given the stream of false promises that had thousands of suckers spend money to support the chain. I don't think Luca will recover his reputation from this, given how it's been handled. The amount of toxicity around all IP assets now tied to Luca is high. Sad state to see. What does this mean for OCH? OCH basically saved Abstract at the start as the only app that actually gave volume. Even after Abstract went to shit by mid 2025 and the team started fucking around, OCH kept giving most of the real volume to the chain. I'm glad to see OCH and Skarly move all future developments off Abstract. So that's good news here. Unfortunately, Onchain Heroes assets were all on Abstract. The good news is that it looks like there is going to be some kind of bridge for OCH assets to be 'burned' into a single unified NFT collection that is going to have some form of ownership/stake in Skarly's gaming studio or future games. I guess that means all OCH assets, like Heroes, armor, weapons, and the like, will be convertible via a burn into a new ecosystem NFT or token (ERC-404), which will clean up the ecosystem quite a bit. Going to be interesting to see and I think a very positive direction for the holders and team.

Bought a couple @standard_rsv charters during the mint / public sale a couple of weeks ago, and after a week of thinking about it, decided to max them both out. Love me a good ol' ponzi and the hopium of a year's forecasted earnings. Currently, a 10-branch charter bank gives you ~550 USD per day in robinhood:0x88ad8ddf1e3898412146a534538d418c6f8a9062 (~.25c) or ~200,000 USD per year. So on paper, I'm going to make $400k with two fully maxed out banks. Ofc this is pure hopium right now—the project needs to find sustainability. Can they do it? I don't know, but I have about $400,000 reasons to hope they do! The boy inside me who just wants to sit at a beach and retire by just printing from my NFT banks dreams of this being so. But alas, we have a long way to go before this is a reality. If it can be a reality. CT moved on after a few days post-TGE, and the initial hype kind of petered out, but the team has been shipping. This actually had me looking more closely at it. I find that when CT goes quiet, that's probably the best time to buy into something, as you are not chasing a pump, but buying in before the hype comes back. I think that's partly because the charters are (currently) soulbound, and the price of entry is about ~15,000 USD to buy one of the 2 daily charter auctions. Most people are sidelined here as the banks are simply too expensive for 99%. I have a feeling though this could get wildly crazy over the coming months. The bull case is the project converts itself into a sort of decentralized reserve bank. If so, holding a bank charter could be a literal money printer. Of course, it could (and likely will, given how difficult it is) fail and the token collapses. But it could get pretty wild before the end. I'm in it to see what's happening, and I'm considering buying 1 or 2 more charters here on that bet. The overall mechanics of Standard Reserve are quite interesting, with various levers designed to create a deflationary ecosystem and earn yeild outside of token inflation (the end goal being a sort of decentralized banking vault where the liquidity can be used for stocks, with banks earning fees from this). So far, the token mechanics are (for now) working: token price has stabilized, twice-daily single-bank-branch auctions are selling at close to ~5.5 ETH. The demand seems to be there to get into the ecosystem, for those rich enough to afford the entry ticket. Current cost for a 10-branch bank: -5.5e (1 charter via auction) = $15,000 -10 branches x $ 8,400 (STANDARD = $21,000 = $36,000 Payback for full bank + 10 branches is about 67 days, assuming the current token prices, bank output, branch costs, and charter costs. Obviously, things will change here drastically. Bank branches seem to be rising 10-20% per week in the auctions. Token and charter prices could rise or fall depending on what additions the team brings. At some point, the charters and the branches will level off, and the price will stabilize or come down. But when that happens, that's not yet clear. You either buy in now and increase your coin output, or bet on the token price and/or the branches + charter drop. And there's still a lot more updates coming to make this ecosystem even more interesting (and sustainable). The point is to create a reserve bank, with the reserves used to earn fees and drive that value back to token and bank holders (by becoming the stock liquidity engine). That has not even been turned on yet; keep this in mind. If it works, the project could shift from a Ponzi to something more like a decentralized bank with OHM-style levers. What we have now works for now, but we need much more to make it sustainable and interesting for existing holders and more accessible for new holders. My guess is we'll see much more utility for the charters + branches, making it worth holding the token and as many banks + branches as you can. 1/ S bill staking (stake tokens for yeild which comes from token trading fees, staking penalty fees, reserve buybacks with other revenues -- all via an auction mechanic where you set your own expected APY) 2/ Stock liquidity (end game) bringing actual revenues to the protocol, which will feed back to the token AND, I presume, to bank holders. 3/ Future mechanics? Right now it's a very closed ecosystem, with few ways for new participants to enter. Charters for now are soulbound (I think we'll open them up to be tradable in a controlled way later). The only way to extract your coins is by spending them on more bank branches OR by closing a branch to extract the robinhood:0x88ad8ddf1e3898412146a534538d418c6f8a9062 locked into that branch. You will pay a fee, and you'll lose the branch and its earning potential, which at current values is about $2100. So unless you have MORE coins than the value of the branch, it's not worth burning your branch, which keeps the tokens locked into a sort of hard staking. A buy-in of ~15k for the charter and 21k for 10 branches (to max out your bank earnings) is too high. So we need to lower the barrier and make it accessible. One idea here could be to introduce a franchise mechanic where each bank could 'license' some kind of limited number of franchise licenses per charter, using an auction mechanic, which allows cheaper mini branches to be leased with some earning mechanic. I haven't thought this through, but opening the gates to let smaller investors join would be a good thing. Overall, I'm enjoying this game. It's wildly experimental and risky. I'm not going to say this is anything but a Ponzi right now, but with the deflationary mechanisms, s-bill revenues back to the token, and the stock liquidity (actual revenues captured with the treasury reserves), this is a very interesting ecosystem. I don't know...I have a feeling this could really go pretty crazy over the coming months and do some insane numbers. We'll see, but I'm considering buying a few more Charters on that bet. I can't recommend anyone new buying into the ecosystem for the ~$36,000 entry ticket to gain exposure. Only those with the capital and risk appetite should consider it. And buying the token only makes sense right now if you are expecting a short-term trade. You are better off holding the NFTs here for the long term. But I have a feeling there will be other ways to join the ecosystem besides just buying the token. Definitely an ecosystem to watch, especially if the token and charters show stability over the coming weeks.

Looks like robinhood:0xa3b6aee90017b72c0812dc1e013de70eb2917ba3 is recovering from the major dip. Still nowhere near the ATH from a few weeks ago, but it's still a nice 2x recovery in a few days from the bottom. The chart has been rough on this one, and it seems to consistently dip (ATH was 6-7M). My guess is that the high staking rewards (APY boosted by robinhood:0xa3b6aee90017b72c0812dc1e013de70eb2917ba3 payouts) and the low liquidity (liquidity tied to the tokenized stocks paired up in the omnipools) add a lot of volatility. Right now, onchain equity markets are still quite small on RHC, so this has sort of kee capped the valuations of any such protocols tied to these markets (robinhood:0x15d36b6a28d8327abc7afabf0f106ae2c9af5c4d also)...at least until some new narrative winds come blowing down to fan the flames again. However, I strongly believe in the mid- to long-term growth story for onchain equities, and protocols that pair with equities and earn fees on them, like robinhood:0xa3b6aee90017b72c0812dc1e013de70eb2917ba3 and $SHROOM, will grow along with it. @EARNONHOOD always seems like a guaranteed 2x here if you can get it below a 2M market cap. Great accumulation zone right there. I'll likely buy more if we drop again, even though I already have a huge amount.

I've had people asking about @PareStocks and if I am still holding. The market cap has crashed a good 60-75% from the top. It's been a brutal chart to hold. Yes, I still hold. I have almost my entire position, in fact, and I see a lot of upside over the mid-to-long term here, especially after conversations with the dev about how to rapidly break into some new (and imo quite obvious) markets. I've had a few private discussions with @Divvy0x, PARE's dev, over the past day, and I feel pretty positive about PARE's overall direction here, despite the massive market cap reset. The dev is fully committed to building this out, and I believe he'll keep building hard. So I feel positive enough on the long-term outlook to even add more at some of the dips. Some ideas discussed with @Divvy0x that make sense and can immediately increase PARE's TVL (which also will help justify higher market cap and more partnerships): Increase the potential market surface area (and possible TVL) by extending the protocol to support new token markets beyond just tokenized stocks...into crypto token yields. Why not lace up the gloves, get into the ring, and go after PENDLE's markets? You are splitting stocks; why not split crypto token yields too, and build new, interesting markets right around them with immediate markets and potential TVL. Yes, Pendle is already there. But for every story of Goliath, there is the story of the David too. And at ~4M cap here, jumping into Pendle's markets by doing what they are doing, and possibly innovating, extends the future (and not yet realized) TVL of the equity space to the here and now of the token space. Adding crypto tokens to the yield-splitting menu will let @PareStocks onboard much more crypto capital while still building and expanding into the onchain equity space. As for the Dox issue, I understand the dev has a young family and is not ready to dox. But as I understand, he's willing to dox in the future after the platform grows and is purusing legal structuring for that inevibility. He's told me directly this is his unicorn, and he's invested everything into it to make it a billion-dollar protocol. I can get behind a dev who believes in what he builds, no matter the market conditions and how rotational capital treats the project. Right now, the split-dividend market is a tiny onchain market. That's probably why PARE sold off hard when the markets opened up post-audit. The current TVL is tiny, and without significant distribution partners or hype here, it's hard for the market to justify a higher market cap right now. Keep in mind that not every stock has a dividend here, so it's a subset market. And onchain equities are still quite small, and much of the capital sitting there is highly rotational, degen capital, not yet tradfi capital or slow-moving capital. So if you are looking at revenue prospects at the current market size, there isn't much of a flywheel that's going to happen yet in the onchain equity space. Onchain equity markets aren't going to 100x in a week. And projects building around these markets won't either. Significant new capital needs to move onchain. The ecosystem needs to develop. This is going to take time. I believe RHC will be right at the center of this, and we will see some big upcoming waves here, but it is going to take time. In the meantime, while the onchain equity market slowly grows, start going after existing crypto markets. Strip the yeild from crypto tokens and compose these into your own markets. Go after PENDLE's own markets here. Is there room for a ~5M DeFi protocol to grow this way? Yes! I firmly believe this will be coming. Maybe not this week, maybe not next month, but over the next few months and years, equities are going to go massively onchain and eat a chunk out of the entire TradFi TAM. That's where the long-term growth is. In the shorter term, though, while we wait for onchain equities to grow, add in the token markets too and capture some of that market share from Pendle. So yeah, the chart has been beaten up; I've taken a beating with my uPNL here, but the core thesis remains, and the dev remains committed to building this and will extend the protocol to split crypto token yields (ETH yields, etc.). I see a LOT of room for growth here. It's not the instant 9-figure market cap project we all wanted, and it'll clearly have to earn its way there, but I feel good about its mid- to long-term ability to get there.

WHY THE ZEAL FOR robinhood:0x9fa1c5e90a11294f83a9f135b81ad1b537a5ffdc? Going to dig into the launchpad and the Zcash narrative, because that's what really sets ZEAL apart from FOMO and PONS and the other 50 me too launchpads. ZCASH already has the privacy narrative, enabling shielded transactions. But it has no real utility beyond that. As a bag holder, you can't do much with it yet besides hold it passively. And holding has proved to be the right kind of utility so far. But what if ZEC holders suddenly get the best out of FOMO and PONS paired with insane revenue sharing and a token flywheel? What if there is a place where you can launch tokens paired with ZEC, where liquidity coalesces around these ZEC-defined assets? Where your trading becomes social? Where volume burns the ecosystem token AND distributes ZEC to all the paired tokens? This elevates ZEAL to far more than just another launchpad. Far more than just another social trading app. If this works, this could be the start of something big. And I'm betting on that big to happen. WHAT IS ZEAL? This is best expressed as a recipe 1/ Add Zcash as the liquidity layer and privacy layer 2/ Mix two cups of FOMO, the social trading layer 3/ One cup of Uniswap, the low-fee swap layer 4/ A generous pour in of PONS, the launchpad layer 5/ Coated with revenue-sharing mechanics 6/ Shove everything above into a blender at max setting 7/ Bake it on Robinhood 8/ Coat the icing with multichain ...and you get @ZEALZdotfun The platform is already live with a pre-mainnet version that's usable If you are a ZEC holder or bullish on where ZEC is going, ZEAL is an exciting bet and potentially a house-changing one if the team pulls this off. Positives: - doxxed team who have been shipping - launchpad ready, almost live (today it will be) - optional privacy-focused features (private transactions, private profiles, hidden addresses) - superior swap experience vs FOMO (way less slippage) - FOMO-like social trading layer - future: multichain coming So this is not just another launchpad. This could be a unified ZEC ecosystem that can live across any chain. For this to matter, the team needs to attract traders to the app AND volume to the launchpad. WHY I BOUGHT IN Social + trading + liquidity hub for ZEC. Pairing tokens with ZEC, rewarding holders with Zcash. Zcash is printing and looks likely to keep on hitting all-time highs. The risk is that ZEC holders don't bite and/or there is too much launchpad wariness, and the platform doesn't print runners, which are needed to carve out market share. FOMO is a shitty trading experience, though, and they refuse to improve. I think there's room for competitors. I like the narrative: degen on ZEAL coins to earn passive ZEC. ZEAL volume converts into ZEC for holders. It's a bet on the ZEC ecosystem AND community. If this becomes THE hub and launchpad where ZEC holders go to play the memecoin game, this ecosystem could fucking print hard. Think where this could go if it works. Every token pair buys and distributes ZEC, buying and burning robinhood:0x9fa1c5e90a11294f83a9f135b81ad1b537a5ffdc. And RHC is only the start. This is a chain-agnostic ecosystem centered on ZCASH. If ZEAL goes multichain, the flywheel of buying and burning robinhood:0x9fa1c5e90a11294f83a9f135b81ad1b537a5ffdc and buying and distributing ZEC goes multichain too. Every single token pair on every single chain feeds into the same flywheel. SUMMARY 3M market cap, launchpad about to go live paired to $ZEC, FOMO-like trading app with superior FAIR trading experience, fees go back to Zcash distributions and robinhood:0x9fa1c5e90a11294f83a9f135b81ad1b537a5ffdc buy back and burns, fucking kick ass devs. The simple question I ask myself is this: will @ZEALZdotfun keep shipping, and will the trading app and launchpad grow over the next 1 month, 3 months, 6 months, and 12 months? Will robinhood:0x9fa1c5e90a11294f83a9f135b81ad1b537a5ffdc capture the value of that ecosystem growth? For me, the answer is clearly fucking yes. I'm betting on significant growth here. If so, the market cap is tiny for what it will be.

Asking for a friend: Would any @fomo or @Polymarket employees please start insulting @beniduboss? Personal preference: FOMO, because the entire cabal of fake 'traders' (who are also the investors) slaughter the average person via inside trades on that platform, and use the so-called ranking "leaderboard" to lure in more victims to the guillotine. And the company literally steals 10% of a trade through bad fill slippage, stealing from its own fucking users on every sandwiched trade. The app is a vibe-coded piece of slop, exactly engineered to lack the most basic trader-friendly features to optimize fleecing traders.

I've seen a lot of action in some of the new DeFi protocols ($PARE and $NOTE, for example). It's great to see the infra thesis starting to playing out on RHC. There are definitely some mispriced assets right now if you look around. $EARN has a TVL of 1.4M and sits at ~3.3M FDV, down about 50% from its ATH a week ago. The developer ships new features weekly. Yes, this is not as 'sexy' as some of the more flashy new DeFi protocols. But it's valuable, and imo it will inevitably experience TVL expansion as tokenized equities grow on RHC. It's the only protocol that offers significant yeild just by depositing your onchain equities into one of the omni pools (or an automatically managed pool). They are building a new DeFi primitive with the Omnipools, which shares liquidity between multiple assets The addition of leveraged omni pools to increase yeild adds even more optionality for yeild. With the recent bullish news about the SEC innovation exemption onchain equities, it's clear that the tokenized RWA market is going to see huge growth. And $EARN, as the yeild layer, is poised to benefit. The dev is shipping rapidly, and the project sits at the heart of this cycle's strongest narrative. I think the market cap will reprice soon. I find it strange that the price has dipped given the rise of other protocols tied to tokenized stocks, but it also means you can get a good deal. I've got a very large bag of $EARN, but I bought more here at this market cap because it's so mispriced increasing my position. I've bought in at 1.5M, 2M, 3M, 5M, and even 6M. So I'm probably just a little bit over my cost, given the capital invested between 3-6M. But I feel these buys will look cheap in some weeks and months, when @EARNONHOOD is sitting at 30 to 100M cap and is the number one yeild protocol on RHC, with 9 and even 10 figures of TVL locked into the protocol. We are still early here.

How to get rich this cycle? Simple: Invest in and hold tight to those brand-new DeFi protocols on RHC that are building entirely new on-chain equity primitives that will be the new money legos of the tokenized stock DeFi ecosystem RHC has gone from 0 to ~1B in onchain equity assets in just 2 months. What the fuck do you think will happen over the next 12 months? Explosive, monumental, exponential growth is what happens. And what do you think happens to those brand-new DeFi protocols positioned right in the center of this narrative storm, building out the new-money legos around on-chain equities? Yeah, I'm feeling very fucking good about my robinhood:0x15d36b6a28d8327abc7afabf0f106ae2c9af5c4d and robinhood:0xc4f730335fb9e439ca5552f7b52b8e638c4245b0 bags. Both can be the next 9-figure DeFi protocols on RHC. I expect a LOT of attention coming to these once they go live to mainet and start building markets around their new DeFi primitives.

Now the @avax chart makes perfect sense. Going through all wallets to sell whatever AVAX dust still lingers.