Eric | Selected Investments
4.5K posts
Eric | Selected Investments
@SelectedInvests
Crypto Investor | Content Creator | Alpha & Analysis | Follow me on Youtube 👇
Canada Katılım Mart 2021
1.5K Takip Edilen4.9K Takipçiler
Although money has fled from base to Robinhood I am still a very proud $surplus man. Mac and team are still cooking and giving massive discounts on the sexiest models.
Mac@mac_eth
Opus 5 & Opus 5 Fast are now available on surplus intelligence at a 76% discount. Meaning $1.5k of Opus costs just $500 if you use surplus as your provider. Since April, we've saved users $145k on their inference costs.
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The $25M tokenized equities sparked a massive on-chain move where Robinhood chain exploded.
Can you imagine when trillions are tokenized?
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Ok so basically over on Robinhood chain people starting launching memecoins on @ponsdotfamily at a velocity faster than Pump fun, then folks rushed to @longdotxyz to buy memes paired with RWA stocks, then @bankrbot introduced the same feature and sent a Gamestop token paired with $GME to $20M in a few hours, and then someone hacked @vladtenev's X account, changed his pfp and shilled a memecoin that broke @fomo and robinhood chain, but he didn't change change his pfp back so now everyone is comparing it to the $brian token on Base and how this is the proper way to launch your own memecoin and
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If Robinhood chain showed us what 100M volume of tokenized equities can do to the trenches, imagine when we have trillions.
Asset tokenization is at the tip of the iceberg.
Billions of people coming.
Trillions of dollars coming.
It's a matter of time, not if.
Brian Armstrong@brian_armstrong
There are 4B unbrokered people in the world who don't have any ability to invest in high quality U.S. companies. You often don’t hear about this if you live in the west. Tokenization fixes this!
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Rough.
Strong coins will bounce. Vlad will pump the chain again soon
Cointelegraph@Cointelegraph
🚨 ALERT: Robinhood confirmed CEO Vlad Tenev’s X account was compromised and used to promote a fake meme coin before the post was removed.
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Help me understand this.
Meme coin / stock
It adds value to the underlying meme since its LP is paired to an actual asset. Value of the coin is still speculative though.
Crypto users love to speculate and I see this being a narrative for some time as its new and exciting.
This can be seen with the volume going through @longdotxyz over the last few days.
Peep this dune dashboard made by @Natan_benish dune.com/natan_benish20…
Here's where I have a hard time understanding, and maybe it's just me. Help me get the thesis.
Why would tradfi or stock owners come to crypto and trade speculative assets that are paired with their stock of choice instead of just holding said stock?
Is it the unpredictability of the meme?
Is it the potential crazy gains?
Is it providing LP and earning on top of stock?
I think tokenization of equities make sense when you can leverage your stocks and play around in DeFi.
Nonetheless these have gone parabolic today.
$AI
$CLIPPY
$SPACEHOOD
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Curious to see if earnings impact memes paired with stocks on @longdotxyz
$AI with NVDA, earnings August 26
$CLIPPY with MSDT, earnings on July 29
$SPACEHOOD with SPCX, earnings on August 4
$AI is currently dominating all coin/stock pairs.
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Quality projects on Robinhood:
$PONS (launchpad)
$WOOD (AI x RWA)
$RHAGENT (AI x Bnkr ecosystem)
$NOCK (AI)
$INDEX (RWA)
$CASHCAT (meme)
Some smaller some larger.
What are you watching?
Eric | Selected Investments@SelectedInvests
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@JasonYanowitz Definitely good for the space!
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HARD SHILLED YOU ALL A 15X PUBLICLY 🤝
$RHAGENT
Monchain@medonchain
price / Pa doesn’t matter to me when it’s a lowcap and it’s building / shipped something none else has and vlad is constantly talking about robinhood is pushing that narrative since they launched.. i think we see repricing sooner or later DYOR. @RhAgentdotbot
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Imagine if all crypto degens just held 1-2 robinhood coins and sent them to billions.
Wouldn't it be so much easier😂
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@crowcompute_ai Should have read the docs lol
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@SelectedInvests Good comparison to think through.
Surplus = an order book for inference. Buy general/frontier inference for less.
Crow = the inference layer for onchain trading agents. Curated for execution, priced to run continuously.
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Is @crowcompute_ai the $SURPLUS of Robinhood chain?
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started building a position in the next 1b ai agentic protocol on @RobinhoodCrypto
It’s slowly grinding its way to 20m while very few on ct are talking about it. the team’s previous projects reached 200M and 600M on @base in defAI
Miyamoto@iruletrenches
as i said previously, i think the top protocols with the strongest fundamentals and teams on @RobinhoodCrypto have potential to reach multi 9figures and even unicorn status just like many projects did in the past on @base and @solana. especially if we’re indeed in the early innings of a proper bull run. I’ve gone through most of the projects shared here live on @RobinhoodCrypto, and I have to say that despite the insane volume and pace of launches, the vast majority are just copycats, larps, or just fundamentally weak. only one project stood out above the rest, and I’m still doing extensive DD on it. It’s built by a @base OG team, with ex-coinbase builders behind it who previously took two projects to 500M market cap and multi-9 figure on @base. most projects on @RobinhoodCrypto will ultimately go to zero. the few protocols that are actually building something meaningful will capture the majority of the value and could become the chain’s next $AIXBT or $KTA on @robinhood. and I think I may have found one of the strongest contenders. It’s currently sitting at a 15M mcap and surprisingly very few people seem to be paying attention or talking about it on CT.
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Even @DefiLlama can't keep up with Robinhood Chain.
TVL is growing nicely.
DEX volume is coming back up.
Vlad keeps following projects.
It's only been a couple weeks.
Finally something feels alive in this bear market.
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@Mr_Lightspeed @CoinbaseDuck tokenized equities launching soon
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Minor delay for the new launch of $AERO.
Supposed to be July, now it's September.
Main Reason?
More audits, but using AI to further security.
Oh, and @binance listed $AERO.
Keep monitoring @AerodromeFi
👉 Full details: youtu.be/Wg8E6tt-JUM
YouTube
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Few things that could help @ponsdotfamily
1. Add the graduation / bonding curve on the token profile. Unless I'm blind, I can only see on the home page.
2. Can we add security features (i.e. LP locked/burned, creator holdings, etc etc) Don't let users get rekt easily.
3. Graduated filters
My 2 cents. Keep crushing $PONS
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