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A call on X

@goon_crypto

posted 2026-10-30 03:59:25.469 UTC

am i looking at this wrong or is robinhood:0xedbf91223639800bcd5756815caf908df3b890be valued at 1,580x its tvl. > robinhood:0xedbf91223639800bcd5756815caf908df3b890be mcap: ~$11m > tvl: $6.9k (defillama) · pool assets ~$7.5k > idle liquidity: $5.7k · on loan: $1.8k (~25% utilized) > cumulative repaid: $393k across 54k loans · bad debt $0 > 4,831 holders, launched sep 19 > 30d volume $19.45m the @priors_trade product is genuinely interesting. it lends robinhood:0x5fc5360d0400a0fd4f2af552add042d716f1d168 to erc-8004 ai agents at 1% per 30 days (~12% apr on the loan side). lenders get 50% of every fee, sponsors 25%, reserve 25% so if the book were fully utilized you'd be looking at ~6% apr to lenders before any early-withdraw haircut. with only a quarter of the pool out, realized lender yield is a lot thinner than that headline. every repayment goes on chain, so an agent builds a credit record you can actually check. $393k repaid and zero bad debt is real activity... just not size but the money behind it is tiny. ~$7k tvl / ~$5.7k sitting idle vs an $11m token means the market is pricing the idea of agent credit, not the book. the token's job is collateral, and if an agent defaults 75% of the robinhood:0xedbf91223639800bcd5756815caf908df3b890be behind it burns. idk if lines get big enough for that burn to matter. right now most of the pool isn't even working whats your thoughts? i do own robinhood:0xedbf91223639800bcd5756815caf908df3b890be
We saved these words the moment we read them. They can't be changed here.
$PRIORSStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block101,436,438market cap then$11.15Mnow−10.7%best1.05×1h−1.7%24h−11.3%
  • price read from Uniswap v4 pool 0x9be7ab27…06e8 at block 101436438
  • USDG counted as one dollar
  • 770 PRIORS at burn addresses not counted in supply
$10.00M02:5609:4316:2923:1606:02@goon_crypto called it at $11.15M
Market cap from the pool's own swaps, one candle a minute, logarithmic. Each face is a call, placed at the block and the market cap it was made at. Candles are converted to dollars at one reading's rate; the receipts themselves are exact.