Professional line drawer. Fan of Billions. My tweets are not financial advice
OneX Capital
Joined February 2018
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Bobby Axelrod retweeted
SOFTWARE JUST BECAME REVERSE ENGINEERABLE BY ANYONE WITH AN AI AGENT. IS ANY CODE STILL A SECRET?
Bobby Axelrod retweeted
🟠 BTC CLOSES WEEK ABOVE 50-WEEK MOVING AVERAGE FOR FIRST TIME IN 45 WEEKS
regaining the 50w MA has historically served as strong confirmation that bear market lows are “in”
bitcoin is up 29% in 35 days
Bobby Axelrod retweeted
If I'm understanding this correctly:
A: The existing tokenized stocks on Robinhood aren't the "permissioned" versions that are coming. They likely could be composable though.
B: Every single official tokenized stock will trade via a "permissioned pool" onchain.
C: Uniswap Permissioned Pools is the obvious choice for every tokenized stock that will be traded on Robinhood
Can anyone smart help me understand this better? I might be missing some pieces.
Bobby Axelrod retweeted
🚨 TODAY: The SEC issued an order granting temporary, conditional exemptive relief to Tokenized Securities Venues from the definition of “exchange” in the Exchange Act to trade tokenized NMS stock using innovative permissioned automated market makers and liquidity pools.
Bobby Axelrod retweeted
this is categorically wrong and i am seeing a lot of similar misunderstandings so i will try my hand at clearing the air
AI/NVDA having deep liquidity has nothing to do with the success of SHROOM, these launchpads like LONG and PONS only continue to create even more liquidity fragmentation which is exactly where SHROOM thrives, i.e. SHROOM will grow more routes to monetize and compound on as more launches happen on LONG, etc.
it's like saying that one really big parking garage makes roads irrelevant
the base case for SHROOM is that it continues to grow as the market maker across tokenized equities, compounding fees (1) back into LP depth and (2) into SHROOM buybacks, targeting volatility (monetizing arb opportunities) + cross-asset flows (including inserting themselves into fomo paths which they are actively prioritizing)... you are longing tokenized equities flows vs. just TVL growth in one specific pair (AI/NVDA)
the real bull cases comes into play when you consider things like the longtail of stock tokens outside of the top ~10 that are underserviced (20% slippage on a $1,000 trade) which SHROOM will continue to expand and compound into, with the moonshot kicker being true adoption of direct cross-equity flows
anyways this continues to be one of the more interesting defi experiments of this cycle and i'm keen to see how tokenized equities further evolve through this meta
Bobby Axelrod retweeted
There is a pattern in every single $100M runner on Robinhood.
There is initial traction on the coin that pulls in a lot of capital from everywhere. Once that euphoria slows down it shakes all the short term buyers out.
The flush from -60% to -95% migrates the supply to holders that won't sell and a "team" to pick up supply for another run.
When new demand comes in, it hits a thin sell side with maybe a catalyst to accelerate. This is when it gets parabolic.
Once you understand that this pattern repeats over and over again you can search for these spots.
Robinhood is a holders chain. Not a flippers chain.
Bobby Axelrod retweeted
here's how i personally navigate the onchain market in a bull:
1. there are obvious spots that have momentum, good narrative, and grind higher (pve, leaders)
you want to be in these spots and hold with decent size relative to your portfolio
2. there are other spots that require a narrative formation or have a lot of "what ifs" attached to them
these are usually noise and people farming you (pvp, take advantage of you thinking about making higher multiples if you're desperate and/or at lower port value)
my job is to have good exposure to coins in section 1 and to do my best to avoid any coin in section 2
if i have a gambling urge and want a quick flip, i go for subnarratives (ie. riding the wave of a trader who has momentum and the attention/spotlight on them)
you need to make your way of thinking and system as simple and as clear as possible
you do not want to blindly throw money around at anything shiny
less is more, especially when it comes to clicking
think, watch, build a thesis, have conviction, have invalidations, and be intentional
every cycle they say "holders never win anymore"
every cycle it's the holders who end up having won the most
see you onchain
one life, it's worth an attempt
Bobby Axelrod retweeted
lol was just drawing this earlier to explain this, very hard to gauge which tokens will succeed at launch, as 99% of them fail, however if you wait a bit, you can see which tokens are able to maintain attention after their first pullbacks & then you look to bid into higher lows or the breakout
There is a pattern in every single $100M runner on Robinhood.
There is initial traction on the coin that pulls in a lot of capital from everywhere. Once that euphoria slows down it shakes all the short term buyers out.
The flush from -60% to -95% migrates the supply to holders that won't sell and a "team" to pick up supply for another run.
When new demand comes in, it hits a thin sell side with maybe a catalyst to accelerate. This is when it gets parabolic.
Once you understand that this pattern repeats over and over again you can search for these spots.
Robinhood is a holders chain. Not a flippers chain.
COPPERINU 5% tax on every buy and sell.
Trades pay 5%. 1% is pons’s fee. The other 4% is this vault’s: half buys CPER for stakers, half buys COPPERINU and burns it.
Him holds 40% supply with intent to airdrop some to V1 supporters.
ponsvault.com/himgajria/laun…
Invalidation of a head and shoulders breakdown only serves to further justify the bullish case for $ANSEM.
Over 110k holders and 94% are in profit
• 12 are up $1M+
• 200 are up $100k+
• 1,500 are up $10k+
• 6,000 holders are up $1k+
• 100,000 small holders in profit
only about 3% of $ANSEM holders have joined the @BullpenFi campaign so far, around 3,300 out of 109K.
@blknoiz06 has sent out $20M+ in past rounds. if something similar happens again, only people who joined the campaign get it.
worth checking out now: bullpen.fi/@ninjago
Bobby Axelrod retweeted
Stock market crash 1995 vs 2026
Same pattern:
1995: Huge overvalued Palm IPO -> Dot-Com Bubble crash
2026: Huge overvalued SpaceX IPO -> AI Bubble crash coming
Remember that I was first to warn you
Bobby Axelrod retweeted
I've been waiting patiently for this moment... $BTC
The final phase. The final extension.
I'm about 90% invested.
$BTC
I absolutely refuse to believe that $BTC bottomed at $60K.
Purely based on cycles, math, historical price action.
Every bear cycle has revisited/swept its previous low before pushing higher which means sweeping 60K within the next few months is still very plausible based on historical data.
Do I believe this time is different? No. The same people who thought that at 120K ended up rekt.
So Im going to stick with history & History shows that bottoming within 123 days is absurd.
I nailed a full year of PA by studying history, not by forcing skeptical theses that ignored it. Markets leave patterns.
This is the relief bounce to get people to question whether the bottom is in or not.
