Qlasified retweeted
welcome back brother. Check $raxol as utility xitter.cf/DjGriffith/status/2087…
I think people don't understand how big the latest $RAXOL news actually is.
@NethermindSec has started auditing @axol_io's PXE Bridge.
Basically one of the most important pieces of the private execution stack they are building (ERC-8262).
Now Nethermind Security is reviewing who is one of the biggest engineering names in the Ethereum ecosystem.
What makes this even beetter is that Axol was selected through the Ethereum Audit Subsidy Program, so they are not spending a penny for the audit.
So you have a $1M project:
~ selected for an Ethereum ecosystem security program
~ getting core infrastructure audited by Nethermind Security
~ building directly around Aztec private execution
~ shipping actual Ethereum infrastructure
The market cap makes absolutely no sense to me.
NFA, just my personal opinion.
Qlasified retweeted
I'm summarising my PF yet again, mostly as a way to be able to try to stand back and look at it objectively.
Main bags haven't changed.
$REPPO, $DOT and $RAXOL, I tend to lump together.
Great builders, relentless, grand vision, frustrating PA, never mind, holding. The important thing is there are definite plans to bring in use and revenue.
Big bag of $tibbir. The bridge means it's definitely going to do something. Just gotta wait.
Decent bags of $tao and base:0x0c03ce270b4826ec62e7dd007f0b716068639f7b. Not as big as they used to be, opportunity cost and all that.
$tao seems, to me, to be starting to really build good stuff, but not sure what kind of multiples we can expect.
base:0x0c03ce270b4826ec62e7dd007f0b716068639f7b, potentially more upside, but my impression is they need to work urgently to stop people gaming their system.
The Avax gang: $FLD, ethereum:0x4cf89ca06ad997bc732dc876ed2a7f26a9e7f361 and $FATE. Comfiest holds, awesome teams. ethereum:0x4cf89ca06ad997bc732dc876ed2a7f26a9e7f361 is on the brink of great things. Not going to shill details, because I want to add. Like, today. Read the TG if you want.
The $FLD ecosystem suffered a minor exploit, but they're sorting it out impeccably, and while we wait for other catalysts the token is getting a LOT of traction from rivalyx (dot com). And the latter has not even been properly advertised yet.
(And yes, still holding thought:native, still believe they're working hard and will sort out the CM thing)
Which brings us to more recent bags. I got a reasonable part of the recent $qnt pump (out for now, but keeping an eye on it), which gave me a bit of much needed "speculative capital."
Largest new bag, by some distance, is $EXFIL. Nice platform, very busy dev, good people in, potential competitor to fomo etc because the terms for users/holders are much fairer. And it has cute rats.
Smaller bags, all on RH: $vrax, $chop, $sleuth, $luna9. Not going to spoonfeed you there. First is a meme, as you should know, others are small busy projects with active teams and huge potential. But don't believe me, this is crypto.
And I grabbed some solana:EL65MKjhRb6g6ytyB8Fk4q7hveLiEu7uq6rCTG3dmoon, on Ink. Dunno when, but the chain has to go big at some point and imo it's the meme with most ties to the main teams.
Other ones I'm looking at but not in right now: $papa, robinhood:0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111, solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp, $wallet, ethereum:0xe3e3fb2f07cfe382d480197a3c8ea0778cf51110. If I had enough cash to buy everything, I'd have enough to not be here in the first place!
Macro: no idea. I have a strong belief that the US midterms will blow up in some spectacular and deranged fashion, but no idea how much of that is priced in. I'm terrible at keeping dry powder, so my style is pretty much to have enough in the bank to survive a year or two and just ride out global disasters with gritted teeth.
I always forget something, but I hope all that's of interest. Polite comments, incisive questions and mature recommendations are very welcome, as always.
Qlasified retweeted
robinhood:0xf44702b17d9abd53815f703e772f35e9c71a53af is the only AI and Privacy project you need on the Robinhood chain.
Complete infrastructure, backed by the ETH Foundation, audited by Nethermind, and with team members from the FBI, DOJ, and LidoDAO.
I think you are not bullish enough.
I think $RAXOL is the most undervalued project on Robinhood at $650k market cap.
Their repository has over 2,500 commits. Their runtime has been in development for two years, and the team spent five years running real blockchain infrastructure before they launched a token.
Raxol gives AI agents a reliable operating system and their own wallet. A human decides what the agent can do, how much it can spend, how many actions it can take, and when that permission expires. Every agent runs separately, so if one fails, it just restarts without dragging everything else down.
Those agents can pay for data, buy services, trade across chains, and sell their work through Virtuals ACP.
Raxol also powers Xochi, their private trading layer. Xochi keeps your orders away from the public mempool, where bots can see them, front-run them and sandwich them. You submit the trade you want, solvers find the route, and settlement happens privately.
Then there is ERC-8262, which might end up being their biggest contribution of all.
Imagine a bank, an exchange or a protocol asking one simple question. Did this transaction pass the rules?
ERC-8262 can answer yes without exposing your identity.
That is what could finally make private transactions usable for institutions, regulated platforms, and autonomous financial agents.
The team background is what makes the bet even more interesting. Lido, Blockdaemon, General Dynamics, DOJ Financial Intelligence, FBI-DOJ AML, U.S. Army Intelligence and Immunefi whitehat experience.
They spent years building the runtime, the payment system, the private exchange, the solver infrastructure, and the compliance layer before the token even existed.
All the fees generated by the agent will be used for $RAXOL buybacks. This is why I see the asymmetry here.
NFA, just a personal opinion.
Qlasified retweeted
What a bullish day for the Robinhood ecosystem.
Looks like Vlad's talk yesterday was very bullish for the ecosystem.
Higher for everything!
Qlasified retweeted
The Robinhood partnership team is helping ecosystem projects, and robinhood:0x100765a16f42636bd84ee1e86bc5107b84bcdba3 is one of them.
It smells higher.
With @RobinhoodApp recently adding robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571, @longdotxyz, etc to its app, $CHOP shares why he believes Robinhood Chain has more support behind the scenes than Crypto Twitter realizes...
He explains how Robinhood’s dedicated partnerships team helps builders connect with other projects and secure amplification, suggesting more ecosystem support could be on the way despite the recent FUD
“They're doing a great job, they're helping us connect, they're going to help us push for more amplification.”
$RAXOL round 2 will be epic.
Qlasified retweeted
I think robinhood:0x100765a16f42636bd84ee1e86bc5107b84bcdba3 about to full send soon.
- RH will help them onboard more partners, team signed an NDA.
- $100K TVL reached in a dead period.
- Co signed by @0xDeployer and base:0x22af33fe49fd1fa80c7149773dde5890d3c76f3b team theirselves, who are VERY bullish on it.
- A larp went to $6M in August om Robinhood. Imagine a REAL product, with REAL utility and a REAL flywheel?
Yes, this is going INSANE soon.
$CHOP at 10M is just the start
Qlasified retweeted
he comes back to @bankrbot being a super fkn usable product.
you ever set up 50 limit orders at once based on AI analysis from a single prompt?
i have.
Qlasified retweeted
robinhood:0x100765a16f42636bd84ee1e86bc5107b84bcdba3 next after robinhood:0xedbf91223639800bcd5756815caf908df3b890be ???
Robinhood team is helping @ChopLogsApp
connect with other projects and will support their growth,
So much alpha about $CHOP in today’s live!
-Robinhood team is helping @ChopLogsApp connect with other projects and will support their growth.
-Ramses Exchange and SushiSwap integrations are planned, bringing more tokens, higher volume and additional burns.
-Bankr Chop logs is coming soon, which should increase overall TVL.
-Automatic log pools will launch for every future @bankrbot token, driving more launches, more volume and more burns.
Qlasified retweeted
With @RobinhoodApp recently adding robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571, @longdotxyz, etc to its app, $CHOP shares why he believes Robinhood Chain has more support behind the scenes than Crypto Twitter realizes...
He explains how Robinhood’s dedicated partnerships team helps builders connect with other projects and secure amplification, suggesting more ecosystem support could be on the way despite the recent FUD
“They're doing a great job, they're helping us connect, they're going to help us push for more amplification.”
Today on MCG
$CHOP | @ChopLogsApp
Chop enables volatility farming on any asset on Robinhood Chain, generate yield and earn on chart chops
Highlights:
01:17 - Launched via @bankrbot
03:43 - Volatility farming: wrap token, pair in new pool
04:22 - Fees: 1% wrap, 0.5% trade, charged to arb bots
05:04 - Robinhood only, @RamsesExchange and @SushiSwap next
07:10 - Wrapping: 15% of fees burn it, yield compounds
08:38 - Arb bots trade any gap over 2%, ~5 active
11:58 - Bankr pool $20 - 30K, TVL over $100K, 20 days old
12:59 - LPs earn 1.5% vs 0.3% regular
13:46 - Wrapped CHOP up 4.5% in 20 days
14:41 - @GldstnOnChain pool, $8K, 20% APR
16:16 - Team 25% (15% vested), 10% incentives
17:13 - 85% of fees buy back CHOP (Tokenomics)
19:39 - Goal: 15% of supply distributed in a year
24:15 - Auto pool for every Bankr launch(ALPHA)
25:45 - Closing Takes
Qlasified retweeted
Welcome @Paparazzidotfun to CHOP.
The chPAPA Log is now live.
$PAPA holders can wrap, farm and earn $CHOP from market activity.
We'll also be getting a front page banner feature in Paparazzi city, helping boost visibility and impressions in their virtual world!
Wrap → Farm → Harvest. 🪓🪵
