
why robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 going to billions if you've followed me, i've made u a shitton of money in 2026- bullish crypto at the pico lows, sent AI at 7.5m (50x), sent Bun at 2m (55x), sent Gage at 1m (5x and running), and more. here's why i think AI is going to go another 100x from here- as you all know, ive been talking about artificial inu since 7.5m (it ran +5,000% since then, retraced, and is now beginning its next run). but i realized ive always posted leftcurve or just short bullposting, so i wanted to type out the full thesis. because i genuinely think AI is the dogecoin of this cycle. funny thing is that i've had this thesis nailed down since the beginning- when i originally bought at 7.5m my plan was to hold till billions. price going up and price going down changed no part of this thesis; new info has actually made it stronger. 3 layers to it, and 3 bullet points per layer- robinhood chain, longxyz, and artificial inu robinhood chain - tokenized equites are new petrodollar if you are cypherpunk crypto pilled, you probably have at least a cursory understanding already of the inner workings of the USA monetary supply. tldr- its a fucking ponzi, and has been since 1971 (). the ponzi has been propped up through petrodollar aggression in 70s/80s, to drug cartel cia domination after that, to internet dominance, and now stablecoin + ai dominance. but EVERYTHING in the global financial ecosystem revolves around the dollar, and the show must go on. stablecoin focus came first, we went from everyone hating crypto to the president and treasury secretary of the USA talking about how important stablecoins are. tokenized stocks are next- they will represent trillions of dollars (NOTE- DOLLARS) of inflow into USA companies. the gears are set in motion, this is THE narrative of this crypto cycle. not because i think it is, but because it is programmed; this is the way things have to be. And robinhood chain is leading the charge (in the USA)- they are the first to realize this and focus fully on it. Vlad mentions tokenized equities more than anything else every earnings call. they are the ones pushing the legal framework in USA, and they will be the ones to get it across the line. AND their new chain's main focus is tokenized equities - in ai age, distribution is the new moat you can reverse engineer literally anything; "product" isn't as important anymore. most important aspect of business now is distribution- how do you get eyes on your product. and robinhood wins. they have the best consumer app out there- seriously, go try out coinbase (i got stuck talking to a bot for 30m last time i used) or schwab (fuckign impossble to buy options, actual dino age app). i can say more here but its jus true and i dont really have to argue it; RH beats all other brokerages when it comes to distribution. - rh leadership awareness +chain outperformance the last 2 months were hard as rh chain cooled off and we all got emotional (myself included), but i think if we take the last 4 months as a whole and analyze vlad + rh leadership's awareness, they get a B+. They've shown awareness of projects building within their ecosystem. they've hinted at fun things (like cashcat listing) before they happen. they've listened to community (last time the tweeted trading competition and ppl raged, they supported rh ecosystem next day). ive had my critiques, but im bullish on fern/vlad/rh leadership. now the chain- robinhood chain is the fastest chain to reach 1b tvl. fastest chain to hit 100b in dex volume (). and they continue to smash records. the above reasons are why i think it is outperforming and will continue to outperform. AND it has generated significant revenue for RH as a company- during last earnings period, it generated $50m in revenue and was the SOLE reason their company was profitable (). Vlad himself said they were going to double down on RH chain, and why wouldn't they? it's how they make the most money! longxyz - nate is doxxed + trench nativer @Natan_benish is one of the chaddest devs i know. fully doxxed, fully legal + compliant company, been passionate about tokenized stocks for YEARS. he isn't chasing hype, he had the foresight to see how tokenized stocks would be the #1 driver of the upcomign crypto cycle. there is proof of this in the many funds he reached out to (and got reject by!) over the last couple of years (i saw a few quote tweets of funds confirming this). guess what nate + team did after not getting funded a year ago? fuckign built it anyways. and succeeded. he's obviously a trench native based on his communication (see any interview from riskon or mcg, just search X for it), and he uses zero AI in his writeups (had copywriter bud confirm, 99% of devs just sloppost). i won't go into detail about my personal interactions with Nate, but i can assure you that he's got my full support and has acted with integrity and kindness even when the community (and myself even!) grew discouraged when price was down recently. 10/10 team. oh and also- long team has RH team blessing, it is one of 2 apps OFFICIALLY in the RH wallet app (). NOTICE THE DESRIPTION- Long is the only app that mentions "stock tokens". - solved bonding curve issue most underrated thing about the @longdotxyz platform is how they've solved the bonding curve issue. bonding curves fuckign suck because you can easily bundle + dump on ppl; this is why most memecoin traders lose, because most devs are scum just trying to scam for a few thousand dollars. every launch on LONG is liquidity focused, not pump/crime focused. their innovative bonding curve means that price is more stable, requires less volume to get traction (), and cannot be crimed/bundled like launches from other launchpads. i've had several convos with 7-9 fig trenchers with years of experience, and we all have agreed that this is simultaneously the most important + most underrated aspect of LONG. other launchpads can try to advertise tokenized stock pairings, but they don't have the holder focus and protections long has. - liquidity focus over buybacks the buyback + burn strategy is something most protocols implement because it pumps price, but Long's approach is different -> focus on bolstering liquidity, which contributes to the longevity of coins + safety for larger positions. Long coins have seen several $1m+ oneclips that didn't move price more than 7-8% (), which is UNHEARD OF in memecoins. another datapoint proving liquidity- even when AI's price decreased over 80%, the tokenized stocks in its pools barely went down (). once again, building for robustness instead of pumpinomics is the long game (pun intended), and i think it will work out because of the uncapped ceiling it results in due to larger whales being able to enter/exit. another datapoint on LONG being THE leader in tokenized stock metrics on RH () artificial inu - is a dog and survived all vamp attempts (mimetic traction) first off, AI is a dog, and dog memecoins have always outperformed every single cycle (doge, shiba, floki, wif). ppl love dogs. dog memes have more of an uncapped ceiling because of normie speculation + buying that will come with. no other animal/mimetic narrative has shown the staying power that dogs have. also, there is a reason that AI is the most vamped coin (). when you become the baseline of comparison and fud, it usually means people are just coping that they don't have a position. thus, dog + had every reason to die but didnt = uppies - search priority and AI narrative dominance we all know how fried everyone's brain is from phone addiction (worse than cigarettes) + slop addiction. but ppl still love being in charge of their own investments, so ppl who want to invest in AI will open up the robinhood app and type in "AI". i want you to go and do that right now- open up the RH app, type in "AI" and tell me what you see, what is the top result? () we all know AI is the biggest thing since the internet, and AI is the chosen ticker + trojan horse for exposure to AI (through nvda pair) but also fun (dog meme). literally could not imagine a more perfect ticker + narrative pair - tradfi blessing- asset listing already, jensen interaction potential many companies opted out of their stock being tokenized, but not NVDA (). this is significant, it shows that NVDA leadership is pro- stock tokenization and recognizes how it drives volume and buy pressure to their stock (). what this means is that Jensen interaction is not a meme. board sit (AI growing large enough to have a seat on the NVDA board) is not a meme. these are legitimate possibilities, and narratives that push AI past old meme ceilings. with Jensen support + board sit as a legal reality, i could see AI genuinely going past 10b as a revolutionary tribalistic tour de force for the average joe to get a piece of the AI growth pie and participating in legacy financial institutions that previously gated us out. dont underestimate uncapped ceilings to summarize i haven't even talked about how 3 recent LONG updates drive liquidity to AI (scroll through their history), how Nate has repeatedly said that AI is the defacto long coin (and all platform liquidity funneling to AI through their new mechanisms proves that), how LONG was early to perp baskets (see today's HL in USA news), how AI whales are all gigarich and dont need to sell, how AI grew in holder count durign the downturn while other top coins dropped in holder count, how BTC has been outperforming equities and is about to leg up and improve macro conditions across the board, how everyone is tired of solana where its proven to just be extraction, etc etc etc so many aspects to the right-curve part of the thesis, hard to write them all out and im tired now so im done. but i'd encourage you to do your own research and deep dive the statistics, and you will see what i see RH will be the chain of the cycle with LONG leading the way through tokenized stock pairings with AI as their flagship token running to billions board sit LONG
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- price read from Uniswap v4 pool 0xcbdfea90…ce27 at block 101023057
- quote priced in USDG at Uniswap v3 pool 0xd4eb21…14a3
- 2,057,721 AI at burn addresses not counted in supply