ziz.sol

@iruletrenches @RobinhoodCrypto @base @solana Pons innit

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.

@warren_muppets Pons?

@Fitzybrypto Why lunch over smth like pons

The first billion dollar meme on robinhood will come from lunch.fun

@MoneyPrinter0x Thoughts on juggernaut

spot not lev, lev isnt wise imo

@Jason______A @BowerPower007 Send link

@BowerPower007 Ya but buy your NAD from me instead 😂

Yet another research only retard … this never happened. I will again publicly bet any about of money at 10:1 odds. Also I just find it fascinating the amount of people who publicly self snitch on themselves. Sir selling research grade peptides to humans who you know will be using it on themselves is in fact against the law PS not calling the kettle black here as I know copious amount of drug use is also against the law, but I love drugs.

@TradeIV Favorite RH coins ?

the people praying on robinhood chains downfall rn are gonna look so retarded down the road😭

@MoneyPrinter0x What even happened 😭 you get off for a few hours and you got new runners. Yesterday was crazy on sol

is it just me or onchain is kinda on fire?

@MoneyPrinter0x Fair enough. Regarding Brun, what’s the fundamentals? Contracted revenue doesn’t mean revenue. They have 3 employees taking care of $ 940m. Kinda threw me off. Also, the eps miss was big. Maybe I’m just mid curving it

for shaz yes, its the riskiest of the three and its very much a leveraged bet on leopold and 1b-2b neoclouds for brun theyre actually very much backed by fundamentals, market cap to contracts ratio is very much strong value wyfi is in between but also have a good amt of contracts

@MoneyPrinter0x Aren’t these lowkey very speculative bets, especially shaz ?

unless they drop nukes or qqq retraces i think this is pretty much set to be the kingmaker play of the next few weeks

@MoneyPrinter0x hey MP, how do you set your invalidation for a trade like this ?

fingers crossed this is technically possible there is precedent. 1. anthropic had a data center partnership with fluidstack for new york, texas centres, pushing fluidstack valuation to >7billion$ 2. leopold aschenbrenner also led fluidstack's december funding round (suspiciously very close to point 1, less than 3 weeks - did talks begin before the partnership, or after? we might never know) its a long shot, but in the case that anthropic ever expands to australia, the leading neocloud provider there is $shaz , currently at 1.36bil $ valuation 3. which leopold's fund situational awareness LP is also the lead investor in - revealed just yesterday june 29 via situational awareness's section 13-G filing 4. current price is at 86$ (1.36bil$ market cap), leopold led the round at a uniform share acquisition price of $66.78 nfa dyor - bought some and adapting in real time to how market goes

@ShitcoinMaxi_ Agreed. Feels like robotics still need its big moment. Thanks. Love the thorough posts, you got a new follower

@Z18190878 Probably a few years away from that happening, but eventually if they become as mainstream as phones are then yeah

Not a single mention of $CCXI The purest robotic play in the market, which also seems to be serenity’s next pick… We are early. The masses haven’t caught on yet.

@aleabitoreddit Have you looked into actuators ? Would you say that’s the main bottleneck in the supply chain ?

$GM cuts 1,000 workers and replaces them with 50 robots (Jun 22nd report) Reports also show GM is working on a deal with $NVDA on factory robotics. This is industry validation for robotics, since it likely demonstrates increased opex margins + efficiency from employee automation. Especially from companies like $AMZN to General Motors with assembly/warehouse lines that have high headcount. I think the technology is already here and use cases are already proven. Robotics/Humanoids are just pre-scale right now. The wording from large companies is “assistive robotics”… But in all honesty, it’s here to automate away the human workforce and increase profitability. I don’t think companies want to be paying insurance, salaries, etc. when robots can do a better job, and 24/7, so very sad to see potential job losses in the future from robotics automation. Whether people like it or not; seems like the inflection point for robotics is here.

@MoneyPrinter0x Have you looked into actuators? Looks like the main bottleneck in the robotics supply chain

feels like were gonna make 8figs on robot money these 2wks beta seems to be aggressively rotating to robot sector, beta rotations during the memory sector rape was quite telling looking at $bot $ccxi atm ( $bb goes without saying) Interested to hear what the homies are eyeing

@MoneyPrinter0x Time to go back to private

@ikarusz26 @JustUpdate5 You think all that airdrop talk form the team was just them fucking with us ? 😭

@JustUpdate5 I'd say if it doesn't happen till end of Sept, it's never gonna happen.

If Polymarket is ever gonna launch $POLY, it should happen very soon imo. IDGAF if the platform isn't in its final form, that's the whole point. Do you really expect to get an airdrop allocation to dump at the pico top? If there's no upside, who's gonna be the marginal buyer?

@wronguser000 Frog, thoughts on poly? Are we getting farmed 😭

Comfy in stables, Polymarket wallets and Variational points

@yourealazyfvck Hey David, are you looking to hire for your sales teams ?

Hi Luke, you could have just tagged me instead of beating around the bush. Thanks for watching my video. Yes, I do have something I'm selling. I sell two things. 1. We have an AI Voice Agent software company that is best in class which we sell to business globally. 2. I sell my software on our webinars and give away ALL of my courses & information on how to replicate our model to help us capture market share for FREE at the end of my webinar for those who buy our software at a massive discount. You're straight up regurgitating my points and agreeing with me, but instead of hearing my points, you're saying that N8N and AI consulting is the biggest opportunity. It's not. The main crux of your entire argument is your point that you can use GPT & Claude as your own consultant to help you do consulting is the same as coaches selling coaches on how to sell more coaching. It sounds good in theory, in practice, it doesn't work. Here's why: If Person A and Person B both use GPT to try to consult a business, the answer or output deviates to the mean. You need something called EXPERIENCE to do consulting and actually make an impact on a business in a meaningful way. Not a get a client for 2 months for $2k/mo and churn them because they don't see the value in it. Next - As someone who has taught over 14,000 people how to start marketing agencies and consulting businesses, and who ran one of the top programs ever to exist in terms of student results, people face a few problems. 1. They don't know what to sell or how to pick it. 2. They don't know how to sell it. 3. They don't know how to fulfill on it. Then they have the first, second, and tertiary order consequences that occur due to those 3 main core problems. I can assure you that telling beginners to do "AI Consulting" and that it's the biggest opportunity ever so you can sell your inner circle mentorship is completely and utterly false. Beginners need structure. They have to go hyper targeted and pick one thing. This is why I recommend to beginners to work with us, purchase our software on our webinar as a partner, and leverage voice agents and a voice agency as a business model because not only is it easy, it's predictable, repeatable, and there is a need globally as companies are already spending money on a phone team, whether it's themselves or an employee or hundreds of employees. With Synthesys & voice agents you don't have to learn 20 tools. You don't have to know how n8n works. You don't have to ask Claude or GPT for advice because we already cracked the business model and figured it out. We did $54k in our first 3 weeks in March 25 in cash collected on $150K in revenue. My world class team and I have spent the past year and a half of our lives at our desks 18 hours per day and damn near $1,000,000 of my own money to prove that AI Voice Agents work and they are by far the best business model, especially for beginners because it's built around solving for those 3 core problems beginners have. It's easier to sell something that's predictable, repeatable, with high stickiness and impact, with core deliverables and a core business transformation rather than "AI Consulting and Automation with N8N." Oh, and also, in the free stuff they get when they purchase a partner license to our software, we also show them how to do real consulting, hire and manage employees, do sales, do marketing, write copy, and make a truly meaningful impact in someone's business. I don't know anything about you or your company. How much you charge, or anything like that. But your logic here is incredibly flawed and lacks context, but obviously when I made it to the end of your video I realized you're just trying to sell mentorship so I get it. Have a nice day.

@ikarusz26 @ChickenAN24 Tend to agree but why would they have a whole leaderboard that’s based on nothing volume then?

@ChickenAN24 Usd traded makes more sense

Wanted to share my thoughts on the upcoming $POLY TGE, potential tokenomics, airdrop criteria, long-term upside, risks, etc. Airdrop Criteria It makes sense for Polymarket to reward organic users while also considering when the volume was generated and whether the account is actually active/a regular user. Someone who slammed $1m into a sports market and never used the platform again isn't the same as someone who put $1m volume across multiple markets while being consistently active on the platform. I think when the volume was generated matters a lot more than the size itself. Volume generated in earlier periods will probably be rewarded exponentially more. (It doesn't make sense for someone who did $1m volume in 2026 to get anywhere close to someone who did $1m in 2024.) We've already seen this with Hyperliquid and Lighter recently. Early Hyperliquid users with very little volume got over $100k airdrops. (Those tokens are worth 5x that now.) And with Lighter, the points program was insanely easy to farm early on with just $10k size trades. Towards the end however, you'd need $1m size trades just to get the same amount of points. I think Polymarket will follow a similar methodology. That's also why I think farming for the sake of the airdrop is already over at this point. Once everyone starts talking about it, taking consistently -EV bets just for the airdrop probably becomes a bad idea. I've also seen people forcing volume across multiple categories. I don't think this matters at all. Being a concentrated user on specific markets probably shouldn't disadvantage you at all. Anyone who used Polymarket's API also knows most older markets didn't even have proper categories/tags attached to them. I also looked at most of the unofficial checkers and honestly, I think people are giving way too much hopium to LP reward farmers. Just because something isn't utilized enough doesn't automatically mean it'll get rewarded more. It's a prediction market, not a DEX. I can also see a scenario where Polymarket announces a finalized points program/snapshot first and delays the TGE to a later stage. We've already seen Lighter do this: users got their finalized points allocated first (and farming meaningful amounts after that became significantly harder), while the token came later. Not saying that's the right move, just saying it's definitely possible if they want to ramp up even more volume while assuring users the token is confirmed. (Especially since I still don't think the recent teases fully convinced people the TGE is actually near.) I think volume matters for the airdrop, but probably not to the extent people think. Someone risking capital at 50c isn't the same as someone bonding with the same amount. I can even see a scenario where shares traded below 3c and above 97c either get reduced weighting or don't count at all since those are almost always moonshots or bonding activity. I also think a lot of the public leaderboard is inflated with bot activity, wash trading, and inactive accounts. So the actual ranking is probably much better than most people think. I don't think PnL will matter much either. In fact, I can genuinely see a scenario where slightly negative PnL gets rewarded with a small multiplier. The logic being: people who lost money are probably more likely to lose it again anyway, while profitable users already extracted value from the platform. Token Use Cases I think $POLY will have multiple use cases and probably more over time. Fee reduction through staking (similar to Hyperliquid or BNB if staking isn't required). Given how sticky Polymarket's liquidity already is while most competitors outside of Kalshi still struggle with liquidity, this alone could make it so users don't even bother trading elsewhere. Native settlement layer: UMA will eventually get replaced and the native token becomes the core of settlements. Gas fees on the upcoming chain (Polygon is already making absurd amounts from Polymarket activity even with extremely low fees.) I can also see referral rewards scaling based on staked token amount. (Something BNB did in the past.) I don't think value accrual comes from buybacks though. That would feel weird if the company eventually shares profits and also pushes for an IPO. Airdrop Allocation Polymarket's CMO mentioned in an interview that they admire how well Hyperliquid handled its token and want something with actual utility and longevity. I'm expecting something around a 15-20% airdrop allocation. Hyperliquid distributed around 25%, so using that as a rough framework makes sense while also keeping in mind Polymarket probably has VCs involved. (Though I doubt they'd get too much since they'd probably prefer equity exposure instead.) Socials/Yaps I think it'll be such a tiny multiplier that unless you already have a large account, it's probably not even worth spending too much time on. Upside Potential Given people are now aware sustainable token models can actually work, I don't expect the same type of move HYPE had. A lot of that will already be priced in from the start. But I can definitely see a scenario where the token launches at a high valuation and slowly grinds higher over time into the IPO narrative. Having a completely bleeding token chart would make an IPO significantly harder to sell. That said, if/when IPO discussions become serious, I'd probably front-run that and become a seller. Having both a public stock and a token under changing regulation can create a lot of uncertainty later on. Future Growth Even though everyone keeps saying prediction markets becoming mainstream marks the top, I still think there's massive room for future growth. The infra can already support significantly more markets with basically no marginal cost: commodities, options/perps style markets, sportsbook expansion in the US. Most of Kalshi's volume already comes from sports betting. It's basically a monopoly at this point in the US, but probably not forever. US expansion also unlocks massive marketing opportunities to the point where they could realistically run Super Bowl ads eventually. And there are also multiple future events that can easily create huge spikes in volume: World Cup, midterms, 2028 elections, macro events. Market Risks Ironically, Polymarket and its token could perform relatively well even during weaker crypto markets. Prediction markets aren't fully reliant on crypto speculation continuing upward. For reference, a decent % of Hyperliquid's volume already comes from non-crypto markets now. Technical Challenges I'm still not fully buying into the "Polychain is launching soon" narrative because of how much infra still needs to be built around it: explorers, RPCs, bridges, DEXes, wallets. I wouldn't be surprised if they partner with an existing stack like Optimism or Arbitrum instead. Otherwise, I just don't see this happening anytime soon.

@HamzaAdonis Are you looking for appointment setters