Published 17 Aug 2026, 22:05 UTC · fetched 13 Oct 2026, 05:56 UTC
K A L E O
@CryptoKaleo
Quoting · 16 Aug 2026, 20:19 UTC · context given to the AI
Robinhood Chain TVL is now up to $544M. Still only just over 10% of both Base and Solana. TVL may not be a perfect metric for measuring on chain activity in the trenches, but it's a great metric to gauge potential capital inflow and activity growth for the chain itself. HOOD is more than double the market cap of COIN, and Base had multiple billion dollar meme runners. Robinhood is arguably the "Solana" of retail for trading stocks. It's the heart of the trenches for the most active and social traders, but at a much, much larger scale. The growth we've seen over the course of the last month and a half since Robinhood Chain has launched has happened in the heart of the bear market for the rest of crypto. And why I expect it to continue to serve as a hedge is the expectation that it's the most obvious place to look for the continued pace of the rate of capital inflow which leads to more rapid growth. It has direct access to a whole different subset of retail than any other crypto app does that it can natively integrate some of the features of its chain to. If Solana had multiple of its top memes hit $5B last bull market, think about the potential Robinhood Chain has this bull market. So yes - the thesis still remains the same that: $CASHCAT = BONK $HMM = WIF Except for bigger. I'll continue to bid and stack high conviction plays here because it just makes sense. Insane to think the home of retail degen trading won't have its main runners hit $5B+ next bull market. So zoom out, chill, and continue to stack. You're still early 🤔🐈I'll continue to talk about the Robinhood Chain ecosystem because I still view it as the most obvious high growth area in the market right now. Obviously will see some negativity when things aren't up only every day, but volatility is part of high momentum growth. The irony of the discounts we're seeing on some of the big names over the last several days is that a lot of the same people posting about how they were sidelined in the middle of last week but would look for a solid entry if they got one, are posting today about how they knew this would happen and the top is most likely in. You can trust them - or take a step back and look at the data and be objective about the situation. The data + the narrative are the main reasons I am so confident to bull post as much as I have this early. It makes sense, and it will continue to make sense moving forward. Whether or not you buy $CASHCAT, $HMM, $PONS, $STONKBROKER, $TENDIES etc. I still believe now is the time to continue to stack solid names and chill. I've been around long enough I've dealt with plenty of noise on the timeline before early on in big plays, so this is nothing new. Conviction remains the same. We're still early. 🤔🐈View original on X ↗
Deterministic: the same prices and policy always give the same result
unresolved Price missing or stale within toleranceNo price is estimated or interpolated. The outcome stays unresolved until a valid observation exists.
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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