My $Index thesis is about more than its trading fee
The debates around payouts and vampire pools keep circling back to how much tax can be collected and redistributed
But a project funded only by trading its own token has a structural weakness
If trading moves to CEXs those internal trades bypass the onchain fee hook
If attention fades the volume funding new payouts can shrink
FUD $Index all you want but if your bag also lives entirely on its own trading fees you have the same structural problem
URC-5 and better routing may reduce some leakage but they do not create demand or automatically capture CEX fees
What interests me about @TheIndexFi is the product side
Blend can earn from minting and redeeming baskets
Indices can earn from other projects using its treasury infrastructure
rwa.wtf can earn from people trading assets without needing to trade $Index
Those are still fees but they come from using a product rather than only trading $Index
None of this makes $Index bear-proof
The products need real users and part of their revenue needs to reach $Index holders through tokenized stock payouts
Thats the upside I see in $Index
A business that can earn even when its own ticker is not the trade everyone is chasing
Im tired of all the FUD around the @RobinhoodCrypto ecosystem and the extra dose aimed at $Index
Even this small revival gives me hope for a huge second season on the chain
Im hoping for something massive and I genuinely believe this chain will be the biggest winner when the broader crypto market takes off
$AI added to @RobinhoodApp assets
Looks like Robinhood is starting to feed us a little and bring more eyes to the ecosystem
Now the real question is whether we get trading listings too
Feels like CT is talking a lot more about RH Chain lately
The Q3 earnings call from @RobinhoodApp seems to have brought attention back to the ecosystem
Even the @TheIndexFi intern is back from the dead
Robinhood szn!
lmao @TheIndexFi has lowered our expectations so much that a single repost now puts $Index among the top gainers in the @RobinhoodCrypto
I accidentally added @TheIndexFi to our $index community group chat few days ago and now $index just message us "gindex" and also reposted the Pons post
👀👀👀
$CASHCAT feels like the most obvious play of this cycle
$AI and other memes briefly flipped $CASHCAT in market cap
But over time $CASHCAT has looked like the easiest hold in the @RobinhoodCrypto ecosystem
$CASHCAT is the $ETH of this chain
Is @vladtenev softly shilling $Index again or am I just schizo?
All this $Index FUD is hitting my conviction hard
Todays report of funds moving from the keeper to an address not yet identified as the new keeper really doesnt help
Combine that with the silence from the team and even the strongest conviction can crack
Then @vladtenev starts talking about programmable tokenized stocks and developers connecting them with crypto
That sounds a lot like @TheIndexFi with its onchain ETFs and infrastructure for memes and dividend tokens
The whole @longdotxyz platform fits that description too
He didnt name either but damn the overlap is hard to ignore
If my thesis is wrong Ill go down with the ship
So be it
For now my schizo theory that @vladtenev is talking about $Index makes holding a little easier
This is the second time hes sent my brain there
Maybe @vladtenev is the $Index dev???
I think the messaging from @RobinhoodCrypto has been awful this past month
Hopefully this conversation with @econoar is the first step toward getting the suits and CT on the same page
I see this as a very positive sign
2poyDev retweeted
OK, they've reached out and want to chat
Good sign. Let's get this thing cooking again
No one has hit the perfect combo of corp chain + on-chain vibes yet. It's possible, just requires a unique approach.
Can still be done
Robinhood actually had the nerve to TEASE this? lol, lmao even
Come on man. No public support at all for the chain in weeks now and promoting absolute GARBAGE
Hey @RobinhoodApp and @RobinhoodCrypto if you want help finding people who can properly do this, my DMs are open
If you hate @Pumpfun so much why are you still playing in its casino?
Ever considered just not trenching there?
Not falling for every larp or aping bundled shit and trusting influencers who need you as exit liquidity?
You buy a few percent of some random microcap and expect someone else to make you a millionaire
Then somehow the launchpad is to blame when it doesnt happen
@Pumpfun isnt above criticism but maybe it isnt your only problem
Maybe your own decisions have something to do with it too?
If @Pumpfun disappeared tomorrow youd be doing the exact same shit on @ponsdotfamily or whatever launchpad comes next
Changing casinos wont change your habits
2poyDev retweeted
analysis on $INDEX after chart retracing the entire pump from 4M:
price doesn't really worry me, considering we only went up because RH vol was peaking and PONS (Index partners) was almost at 1B.
we didn't have a main catalyst, no big announcement nor big communication during the whole pump since 4M. in fact, we didn't have anything, we were touching ATH after ATH and team remained in silence just like they are right now.
i'd like them to address the tax problem since it not working makes index lose most of its value, it's one of the main premises for this project.
i don't see a scenario where team gave up, otherwise i'd have sold by now so I truly believe they can't say anything for now else they would be doing it.
which team wants to let its chart bleed? they could keep the chart going up just off speculation but they aren't doing it, just like they weren't at ATHs.
maybe i'm just a delusional bulltard but bullcase for Index makes it a 9fig coin and I won't be shaken out because of silence (i understand everyone who gets impatient tho).
hopefully I'm right!
(i won't even compare index with other projects which don't rely on any legal compliances and can do whatever they want, at every day of the week)
Ooops not robinhood:0x56910d4409f3a0c78c64dd8d0545ff0705389870 after all
I thought it was a long shot but I was still hoping
Guess were back to rotting in silence for a good while
If this is really about robinhood:0x56910d4409f3a0c78c64dd8d0545ff0705389870 thats potentially another top tier partner
A partnership with @ponsdotfamily and now a possible collab with @Uniswap
An anon team that vanished from public view getting a dedicated hook teaser from Uniswap would be surreal
Waiting for details but Ill genuinely lose my shit if this turns out to be robinhood:0x56910d4409f3a0c78c64dd8d0545ff0705389870
Im not buying the idea that payout screenshots settle $Bucket vs robinhood:0x56910d4409f3a0c78c64dd8d0545ff0705389870
robinhood:0x56910d4409f3a0c78c64dd8d0545ff0705389870 has a real fee capture problem
Most of its visible trading volume sits outside the original stock reward pool and @TheIndexFi needs to address it
$Bucket is smaller and more of its visible volume is concentrated in the two pools it describes as revenue sources
My suspicion is that scale explains part of what looks like a better model today
The euphoria among $Bucket holders could fade once pools that dont fund rewards start taking a much bigger share of the volume
Lower volumes may be keeping that competition limited FOR NOW
But alternative pools already exist
Their LP strategy gives them another way to earn fees not a guarantee that trading stays inside their system
I want to see how that holds up if more liquidity and routing moves elsewhere
On products I still prefer Blend and Indices
They feel more polished and thought through with a consistent design language
The interfaces make it clear what each product is for
It does mean Im not treating current payouts as proof that $Bucket solved the structural problem
We wont nail the bottom on Robinhood Chain or pick the biggest runner in advance
That token might not even be deployed yet
Everyone trying to call the bottom or the reversal gets another bottom for free
I think the correction on Robinhood Chain will be long and bloody
BUT Im convinced RH has another season in it and Im seeing that same belief on CT
RH could keep grinding us down for a while longer but Im confident a second leg up is coming @RobinhoodCrypto
Keep an eye on the teams that keep building and shipping updates even in this market
And on the meme communities that stay active while prices are down
Back in the ICO or @coinlist era what multibillion-dollar valuations would they have slapped on these ideas?
The RH chain mascot @cashcat_token
An RWA dividend layer @TheIndexFi
A DeFi protocol built for the @RobinhoodApp ecosystem
Back then teams could raise first and wait for a hot market to launch into
The idea was to launch when liquidity was there and go for those big multiples
Think about it