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Joined May 2022
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OnchainValue 🍀 retweeted
bad for you but good for us.
every dollar crude goes up, more and more barrels are added to the vault.
we're just getting started.
LONG.
OnchainValue 🍀 retweeted
The most important mission we have with LONG is figuring out how we make pairs more attractive as a new asset class and more interesting for net new long term holder.
we want to re-build the stock market and empowering pairs to become a distribution engine that constantly capture more value. ETF mangers and hedge funds on Wall Street been running extremely lucrative biz for years.
AI holders can now own and manage their own basket with $250k TVL + get fees from the market activity.
Wrote about it yesterday, I think LongX baskets are 0-1000 moment for expressing a thesis via specific combo of assets and own the upside.
The cool part here is that there are bunch of extremely smart holders in AI and other pairs in LONG and I think they will find a lot of utility around these.
Even if you’re not into perps and stock portfolios I highly recommend to try it out. It cost nothing to vote you just need to hold AI in your wallet and you get fees in AINX on auto.
The current proposal is to rest the leverage on NVDA ahead of an expected rally. But it can go much deeper than that from increasing total leverage add new assets and so on.
There are bunch of design questions here we will tackle one by one(how we get holders on apps like fomo to vote? how much optimality we want to provide? Should we use curators? How about adding a carry from PNL and so on)
We gonna keep pushing novelty as far as we can. I’m gonna break it down further in the coming days. And also working with additional teams to bring their communities custom baskets bases on demand.
Keep it LONG.
AINX Basket management for AI holders is LIVE on LONG.
AI holders can now vote on what goes into the basket and earn fees from AINX market activity.
Unlocking a new ownership layer for stock pairs.
Last week, we launched AINX, introducing a new LongX primitive: actively managed community baskets combining long and short positions on @Lighter_xyz
AINX has already reached $250k in TVL and $1.2m in notional value.
Now, AI holders get to shape what comes next, together. To participate head to the AI token page and click on the AINX tab.
Here’s how it works:
1. Each cycle lasts 7 days. The basket’s positions stay fixed throughout that cycle.
2. AI holders have 30 hours to sign up to vote.
3. A specific basket proposal then opens for voting for another 30 hours.
4. To pass, a proposal needs both a majority and a minimum threshold of AI votes otherwise no change will be taking place.
5. Your voting weight is proportional to your AI holdings.
6. Regardless of outcome. Every voter can claim fees in AINX from its pairs, proportional to their weight, whether they vote for or against.
This is an experimental pilot. What we learn will guide new functionality and the rollout of community baskets for more pairs on LONG as soon as next week.
LONG.
OnchainValue 🍀 retweeted
AINX Basket management for AI holders is LIVE on LONG.
AI holders can now vote on what goes into the basket and earn fees from AINX market activity.
Unlocking a new ownership layer for stock pairs.
Last week, we launched AINX, introducing a new LongX primitive: actively managed community baskets combining long and short positions on @Lighter_xyz
AINX has already reached $250k in TVL and $1.2m in notional value.
Now, AI holders get to shape what comes next, together. To participate head to the AI token page and click on the AINX tab.
Here’s how it works:
1. Each cycle lasts 7 days. The basket’s positions stay fixed throughout that cycle.
2. AI holders have 30 hours to sign up to vote.
3. A specific basket proposal then opens for voting for another 30 hours.
4. To pass, a proposal needs both a majority and a minimum threshold of AI votes otherwise no change will be taking place.
5. Your voting weight is proportional to your AI holdings.
6. Regardless of outcome. Every voter can claim fees in AINX from its pairs, proportional to their weight, whether they vote for or against.
This is an experimental pilot. What we learn will guide new functionality and the rollout of community baskets for more pairs on LONG as soon as next week.
LONG.
OnchainValue 🍀 retweeted
The dog now runs on its own trading fees.
Trading fees > barrels of USO > yield from the oil pool > compounded into more USO liquidity
OR they're spent buying robinhood:0x1e6ea1e89151cdc8443968bf047cfa3177181e18 back and deepening its pool.
The first self-backing vault on @longdotxyz.
Live: gasolinu.fun/vault
OnchainValue 🍀 retweeted
With all the market noise, we haven’t said enough about the actively managed baskets we released on @longdotxyz (more is coming)
a lot of our releases so far doesn't require direct user engagement they run on auto pilot.
I think this is one of our biggest leaps in fulfilling a bigger vision of stock-fi
by enabling stock pairs to express VERY specific narratives and amplify them(remember these are stock based communities that generate flows by being dist engine for stocks and capture these flow into deep stock liq in the pair pool, community vault and external LP)
Stocks increasingly represent more than individual businesses. The strongest performers often become proxies for entire categories. But sometimes the category itself is not yet exciting or the stock didn't even recognized in it.
Crypto already works this way:
zcash → today privacy(in the past a more secure/efficient BTC)
HYPE + LIT → onchain perps(maybe 2y ago it was about onchain crypto perps eating CEX perps but now liq market infra/RWAs perps?)
Community-owned and managed baskets bring that same thinking to stock pairs, letting communities accrue value from net long bets while amplifying an underpriced narrative behind their stock before it gets massive.
AI/compute related pairs → datacenter + supply chain baskets
Pharma pairs → GLP / peptide baskets
Memory pairs → Leopold/bottleneck style baskets
Imagine the NVDA community building a datacenter basket five years ago, while everyone still called it a GPU gaming company. A way to gain exposure to the compute thesis while reinforcing the bigger bet: NVIDIA becoming the backbone of global AI infrastructure.
Stock communities can now own the future they see coming. Distribute it with via basket pairs. And even enable multiple diff thematic "bets" via baskets.
The design space is infinite. And we’re still completely underestimating how much “delusional,” conviction driven communities on LONG will impact the financial system.
LONG.
OnchainValue 🍀 retweeted
Charlie Munger was 31 years old. He was divorced, broke, and watching his nine-year-old son die of leukemia. He died at 99 worth $2.6 billion.
In 1953 he went through a divorce at 29. His wife got the house and most of what he had. He moved into a room and drove a beat-up yellow Pontiac. When someone asked why he kept the car, he said it was to discourage gold diggers.
He was making $275 a month as a lawyer at Wright & Garrett in Los Angeles. Then his son Teddy was diagnosed with leukemia. There was no treatment. The survival rate was close to zero. Munger had no health insurance.
His friend Rick Guerin said Munger would go to the hospital, hold his son for a while, then walk the streets of Pasadena crying.
Teddy died in 1955. Munger was 31.
He never let it destroy him. He said envy, resentment, revenge, and self-pity are disastrous modes of thought. Self-pity gets pretty close to paranoia. He said whenever you think some situation or some person is ruining your life, it is actually you who are ruining your life.
He rebuilt everything. He did real estate deals that made him $1.4 million. He started an investment partnership that returned 19.8 percent annually for 13 years. He became vice chairman of Berkshire Hathaway in 1978.
His advice to young people was three rules. Do not sell anything you would not buy yourself. Do not work for anyone you do not respect and admire. Work only with people you enjoy.
And one line that held everything together. The safest way to get what you want is to try to deserve what you want.
He gave away so many Berkshire shares that his fortune would have been over $10 billion. He kept $2.6 billion. He did not need the rest.
The man who walked the streets crying at 31 spent the next 68 years proving that you do not overcome tragedy. You outlast it.
OnchainValue 🍀 retweeted
BREAKING: If Sam Bankman-Fried's FTX hadn't gone bankrupt, its portfolio would be worth approximately $206 billion today.
That includes a 1,500,000% gain on Cursor and 34,000% on Anthropic, making him one of the best investors of the decade.
OnchainValue 🍀 retweeted
people overestimate what a strong founder can accomplish in days and underestimate what he can accomplish in weeks and months.
that’s why people keep fumbling great plays.
I know because I’ve done it myself. I’ve had 8figure pnl fumbles with $PONS and $AI. I had 2% of each at very low 7 fig mcap, along with way too many other 9fig projects fumbles to count, simply because I was thinking in days instead of months. and let short term weak pa and volatility shake my convcition.
most of my tweets are just trading notes to myself, and if there’s one piece of advice I’d give, it’s this, in a bull market, expand your timeframe.
everyone on the top 10 pnl leaderboards is there because they believed in strong founders and teams and gave their bets enough time to play out.
good things take time.
Rome wasn’t built in a day.
OnchainValue 🍀 retweeted
jim simons on the moment he stopped trading on fundamentals and started building models. the models went on to return 66% a year before fees for 30 years:
"you never know quite where you stand. you come in one morning, your position is way up. you say, oh, I'm a genius. the next day it's down. I'm a dope. the reality is you're not really a genius, you're not really a dope. but the volatility was too high."
"making models on the other hand, if you could find some statistically significant factors, that was great. not only for the satisfaction of making some money but just the thrill of finding a new predictor. you run the simulation and you see, oh my goodness, this is a real statistical advantage, and it's independent of the other ones, and you build up the system that way."
"the risk control things, dumb things maybe, but how to model, for example, the right way to model costs. we found what I consider the right way to do this modeling. when we started, there was nobody else doing that."
one independent predictor stacked on the next, the cost models nobody talks about. that process became medallion, an estimated $100 billion in trading profits, the most profitable hedge fund in history.
OnchainValue 🍀 retweeted
Ex Goldman Sachs trader on how your trading life reflects your personal life.
OnchainValue 🍀 retweeted
fyi we had around ~10k new launches with the new pre-IPO feature release.
just imagine what would've happened if we didn't enforce ticker locks + client limits on new launches. we would've probably seen 100k launches within a single day.
this is where a platform becomes a product used by bots rather than real humans, who can't possibly filter through so many new assets. this ends up driving FOMO trades and chasing volume, which is not hard to inflate.
now also imagine what might be the effect of these launch limits constantly being tweaked with more demand coming in, esp once LONG will start scale very fast(hint concatenation of liquidity + flows into the best and most unique assets in the eco)
we are going to win so much that you'll get tired of winning.
next steps:
1. I want to apply filters that help users discover assets based on a variety of params (whale %, age, anti-fragility and some surprises). I think this is something we can innovate on as well. just better discovery.
2. we are actively monitoring any suspicious activity across all pairs. as I said, it's not hard to tweak our params. I don't see anything critical as of now, but we're already preparing some new params we can execute on with a click of a button, as soon as we feel like PNDs are becoming coordinated rather than organic market activity(remember AI nuked by 80%+ like 4 times)
3. As always, I think the best trading style on LONG is to find a team/project you think can cook and grow out of bad periods, help them out, and build a nice Longfolio of PVE assets. Keep in mind all of our top pairs were able to break ATHs or sustain value weeks post launch.
LONG.
Like this idea
Let your stocks earn
Looks like Experienced dev
$HEDGE is live.
0x3f9108a3bECa998C14c6dda822a7e8EaEb88E20D
Launched on Pons V2 against NVDA. 1,000,000,000 supply, already graduated off the curve.
Check it yourself: the Pons launch record returns that address, and the creator fee goes to our treasury Safe.
OnchainValue 🍀 retweeted
Prop vs live account math.
$50k prop:
Eval earn $3000.
Funded earn $3000.
Withdraw limit $2000. ($1800 after 90% split)
After taxes take home $1300.
You made $6k total to take home $1300.
Live account:
Earn same $6000.
Withdraw $6000. (No split)
After taxes take home $4600 ish.
Why tf would you trade prop and take home 30% of the actual money you made and are owed?
Start a live account. Even a small one. It’s worth it.
OnchainValue 🍀 retweeted
"Sitting for more than 30 minutes without standing up raises your risk of early death by 17 percent, even if you exercise." (smb's new office has standing desks)
Sitting for more than 30 minutes without standing up raises your risk of early death by 17 percent, even if you exercise. A 2017 study of 8,000 adults found the total sitting time mattered less than how long each stretch lasted.
The research team at Columbia University, led by Keith Diaz, fitted each participant with an accelerometer for a week and then followed them for an average of four years. They found that people who sat for the most hours per day had the highest death rates, but the sharpest jump in risk came from the length of the individual bouts. People who sat in stretches of 30 minutes or less had the lowest mortality, regardless of total sitting time.
The mechanism involves what happens to blood sugar and blood fats when the legs stop moving. Within 30 minutes of sitting, the muscles in the legs stop contracting, which reduces glucose uptake, slows the clearance of triglycerides from the blood, and causes insulin levels to rise. The metabolic slowdown is fast and it is local: the muscles in the legs, which are the largest in the body, are the ones doing the most work of pulling sugar and fat out of the bloodstream.
Getting up every 30 minutes and moving for a minute or two was enough to interrupt the cycle in the Columbia study. The researchers wrote that the combination of sitting less and breaking it up more frequently was associated with the lowest risk, and they advised standing up or walking for one to two minutes every half hour.
The problem is not the chair. The problem is staying in it. The intervention is standing up, and the dose is every 30 minutes.
pubmed.ncbi.nlm.nih.gov/2889…
OnchainValue 🍀 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
OnchainValue 🍀 retweeted
Some very interesting alpha shared by @Natan_benish on @notthreadguy stream today on "The Last Crypto Meta" (including answers on a $LONG token) 🖖:
1. Nate is focused on building as many organic billion-dollar coins as possible, and not focused on volume.
2. Comparatively, taking the same approach as BlackRock to be constantly buying stock supply 24/7, much as what you see in the community vaults ($AI vault below)
3. #2 opens up a ton of opportunities, such as offering index funds and other financial products when there is a large enough vault
4. The reason why the CEO of HIMS is following BONER, or Vlad is following MEME, is because there's trust that LONG is behind them for their long-term support
5. Nate is actively reaching out to CEOs of public companies, and the recent activity is going to help with this mission of getting in their view
6. There are 4 reasons why LONG doesn't have a token
i) It would create a ceiling on the other assets; there would be no $AI with a LONG token
ii) A LONG token would require fees and attention to the token, and away from protocol assets
iii) Protocol fees are better off investing into growth of their launchpad assets, rather than squeezing capital out of the community to support the token
iv) No investors are pushing for a token launch
6. Next phases of success?
- $AI: Continually increasing liquidity so much that you can sell $1M tokens and only move the price 5%; the goal is to be tokenized NVDA; more plans to legitimize it as a new asset class
- $BONER: A great case study on a memestock of a company that could use the help, and the alignment can be special
- $MEME: Interesting to watch the counter-movement against the CEO and board of AMC
- $MOO: Similar to $AI, building reflexivity with the memory trade, working with the team to build new tech for the team to achieve this
Listening to Nate is always bullish, and you can listen to the chat in the next post below...
OnchainValue 🍀 retweeted
Going to sleep. I may or may not go on a nice stream tmr.
As stock pairs gaining more adoption across chains and launchers:
1. I'm 1000% confident about the positioning of LONG we had the same situation on week one, and we were able to grow from 0-1000 under extremely fragmented “meta” when we had 0 dist we will only get stronger now as we proved some incredible case studies stock by stock.
2. i’m not going to educate people how to trade. I respect the short cycle meme launchers/traders it has a clear PMF same way like 100x perps. I do think there is a huge category of people that want to play another game. And this is my focus with LONG.
afaik LONG is the first app in history that was able to produce so many incredible assets fully organically under relatively short span.
We are building the brand that public companies’ CEOs feel comfortable with.
Safety. Quality. Real world impact.
LONG.
