I'll choose to be rich every single time
Republic of the Philippines
Joined May 2022
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HARU retweeted
$ZZZ
First major step to rewarding contributors and incentivizing participation, launched now via "Activity Points".
Earn points by helping shape tasks, adding useful details, and voting for selected tasks.
Eventually, these points may be redeemed against protocol revenue!
HARU retweeted
A future 1B blue-chip market-cap project arrived on Robinhood last week, and it's called @PareStocks ($PARE).
PARE is ushering in a zero-to-one moment for onchain equities, and I want to have my hands so deep inside of this that they come out the other side.
I actually had this post about $PARE queued up almost three days ago, when the market cap was only 2-4M.
But I didn't want to post it until I finished my accumulation. But the price blew up far faster than I expected as smart investors started to recognize what's going on here, and I've had to top-blast my entries 3-4x higher than I expected, so here we go with the post anyway.
So sit down and hear me out on why I've been going all in on the next billion-dollar infra project.
There comes a moment when you spot a generational opportunity.
You have two choices before you:
1) You dither, you wait, you wait for a better entry, you wait for the team to dox, you wait for an x,y,z influencer to give it the nod of approval, you wait for your wife to give you permission. And by then, the price is already 5x higher. You don't buy in, and you regret it for the rest of your life.
2) You say fuck this shit; I don't want to waddle around in this shit muck of the trenches; I want to fucking retire my bloodline. You grab your balls, and you fucking buy, and buy, and buy, and you don't sell. Then you fuck off to Koh Phangan pre-rich for a year to do silent meditation and yoga to prepare your mind for the vast wealth you are coming into.
And one project I am convinced is that bet is @PareStocks.
Yeah, yeah, this is the part where I say IF they execute and all that. We all know that teams can fail to execute.
Investments are risky; the team could fail, blah blah blah.
So with that said, NFA and all, I'm just detailing what I am doing personally: sinking my entire portfolio balls deep into PARE.
But if they don't fail here...you win. You win big here.
I'm convinced this is Robin Hood's golden project. The mascot project for everything Vlad and co want to see expressed on his new baby chain.
I'm so convinced that I've been consolidating a good deal of my scattered positions into this single bet. $HOOKR and $PARE are my main positions now with a handful over other smaller infra plays.
WHY THE CRAZY CONVICTION
This cycle, we have a new class of toys to play with: RWA, especially in the form of onchain equities. Anything building in that direction is going to get drenched in market attention, especially projects offering something entirely new to the market tied to onchain equities.
PARE is building a nascent financial primitive, which I think is going to be a brand new DeFi primitive that will give birth to the formation of new and unique capital markets around onchain equities, something that has not been possible till now.
PARE is doing something that has never been done before, on any chain: splitting onchain equities into two discrete units: yeild and principal, and forming entirely new markets around these. Robinhood Chain stock tokens do not pay out dividends. There is no way to access them as they are locked inside the token.
What @PareStocks does is rip that dividend, that little piece of future yeild, right out into two erc20 tokens that can then be plugged into the wider DeFi ecosystem.
This is the beginning of a new financial base layer with entirely new products, apps, and services that can be built on top of and around it.
And even more, it's plugged right into the mainframe of where the entire onchain market is going: bridging tradfi with defi.
Building infra around onchain equities isn't servicing the whims of some juiced-up, reta-broccoli-head crypto bros pumping their cabal tokens. The target is the trillions and trillions of TAM siloed away into ETFs, equities, funds, and the like.
Literally, what happens in the crypto markets means fuck all when your customers are sovereign wealth funds, pension funds, and corporate investment funds.
That's the market we are going for. That's the market @PareStocks is creating from scratch here with a new composable financial primative.
Consolidating around a new thesis bet. I'm investing in brand-new tech that enables a 0-to-1 moment. And this is one of those moments.
That 'oh fuck we can do something new' moment that ushers in a Cambrian explosion for DeFi (and the entire crypto space). And I think this is part of that moment, if not the center of it, part of the confluence.
And from that 'new thing,' a whole slew of unexpected, unplanned, and totally new things can be built around it.
You might call these primatives or simply new innovation foundations on which other bricks can be laid.
V4 hooks, via @Hookrfun, I feel, are one of those technologies that enable NEW kinds of DeFi primitives to be built up.
And @PareStocks is targeting an even wider market because it's not going after crypto, but the entire financial markets outside of it.
After grabbing a large, early position in @PareStocks (see one of my posts a few days ago where I powered in at 800k, 1.2M, 2M), I've become more and more convinced (once it was clear the team is legit), and I've been increasing my position.
PARE is now my single most concentrated bet right now, and I'm continuing to add.
I already have a good position size. Like, pretty huge.
But I AM STILL ADDING more even at 13-15M. Because this is not a fucking copycat, cabal-shilled pile of shit. This is something innovative that can go after the big-money non-crypto TAM with new ways of earning yeild that did not exist before.
I think this is a legit, groundbreaking new DeFi primitive. This is NOT another launchpad, memefi, lending platform, or liquidity provider.
This is new, never-been-done shit, right in the center of the onchain equity maelstrom. If there is a single project that hits ALL the narratives forming around RobinHood, it's this.
PareStocks is a 1-0 moment for onchain equities. Pendle, which at its peak was a 1.2B platform, broke tokens into principal and future cash yeild units, allowing whole new markets to be built around this new financial primitive.
ParaStocks is looking to do the same with onchain equities, which is potentially a much bigger future market.
And right now, it's an untapped market. Onchain equity tokens with dividend yeild are locked together. PARE splits the tokenized equity into two erc20
This is NOT just 'another yeild aggregator' or 'another liquidity provider' or 'another lending platform '.
No, this gives birth to a new onchain primative, a foundational money layer onto which money bricks can be built.
How can you easily price this? You can't, I can't, and you can bet the market can't either.
Novel new financial primatives = unchecked, ridiculously high market caps.
This doesn't just hit the narratives to first base. This one smashes the narrative ball so far out it hits the stadium lights on the ceiling as it flies out of the ballpark.
We are still early.
The team needs to pass the audit.
The team needs to launch the early lending markets
We need to see the market size grow and prove out.
But if so, we go up hard.
I don't want to lean into speculation too much, but since I'm calling this the next billion-dollar protocol from a mere 10-15M (and I was buying below 1M), I might as well go all the way.
This is exactly the kind of project @vladtenev would want to see on RobinHood. And it's the kind of project I could see him following closely. Make of that prediction what you will.
Also, the team seems a bit...too competent here. This doesn't feel like something a rookie vibe coded. There is some serious planned engineering going on here. Someone with intimate knowledge of the financial markets and a deep knowledge of DeFi engineering.
Look, I could be wrong. The dev/team is anonymous here. But it almost feels like this is the actual Pendle team or someone from the core team building this out.
2020 DEFI CLEARN TOKENOMICS
This project also reminds me of the OLD 2020 DeFi days where there was 100% fair distribution (well, as fair as it could be back then with Andre C and his crony cabal in there staking with large piles of ETH for 100% of the distribution hours and days before the contracts went live to the public).
From the docs: parestocks.com/docs
---
"There was no presale, no private round, and no team allocation beyond the 2.26% above, which is locked. The entire remaining supply was placed into the launch pool at deployment, so the first buyer and the hundredth bought on the same terms."
---
So the team's wallet is 2.26% (22.6M $PAR), locked in a smart contract for a set duration.
This was a fair distribution. It came out at like 15k MC, and anyone could buy in for a day under 1M. I personally loaded up at 1.2, 700k, and 1.9M. Then again when it fell back down from 6M to 2.5M, 1.8M. And again at 8M and 12M. And again at 15M!
SUMMARY OF TOKENOMICS
No team vesting; no supply overhang. There are no VCs in seed rounds who paid pennies on the dollar with a token distribution chart that will look like the @celestia tokenomics, which were just a team/VC created honeypot to dump into retail.
Protocol revenues (swap fees feed back into $ PARE buybacks and burns, making it deflationary as volume scales.
From the docs:
----
"The protocol earns from the 10 bps split fee and the 5% fee on the YT drip at maturity, plus swap fees on the liquidity it provides itself. That revenue is directed two ways: deepening the protocol's own PT and YT pools so each series trades tighter, and market-buying and burning $PARE. Both are funded by usage rather than by issuance — there is nothing to print."
----
Revenues come from real yeild earned from markets built on the protocol, not via token inflation as payouts. Not yet any direct revenue sharing back to the token, but @PareStocks could add something to new vaults to bake even more value into the token.
Basically the distribution is clean (no vesting overhang, no VCs, 100% distributed), the tokenomics are outstanding.
We have not seen anything like this for a long while. Not since 2020.
This is a chart that can fucking run here.
Frankly, if this team came out doxed and went the whole VC raise route, they could probably raise 50-100M at a 100-200M valuation and would fill the cap table in a day.
And I fully expect copycats to come flooding out with projects trying to raise $ on the same idea.
But guess what, PARE is the people's protocol, the fair protocol, and no VC-spawned bags are going to outshine this.
I'm getting the same tingles I had when I first looked at HOOKR back in early August. And yes, PARE has pumped to 15M now. It's no longer a dirt-cheap bet, but it could reach hundreds of millions and even a B. It's that kind of project.
So pay attention to @PareStocks. I strongly feel this will be one of the foundational new protocols built on Robinhood.
HARU retweeted
I keep adding more robinhood:0x15d36b6a28d8327abc7afabf0f106ae2c9af5c4d for one simple reason:
I actually believe the tokenized-stock narrative has room to run.
The idea of separating the stock exposure from the dividend stream gives robinhood:0x15d36b6a28d8327abc7afabf0f106ae2c9af5c4d a clear angle instead of just being another random ticker on the chart.
That’s what caught my attention.
I’m not chasing a green candle here. I’m positioning because I think the narrative can get a lot louder from here.
robinhood:0x15d36b6a28d8327abc7afabf0f106ae2c9af5c4d is one of the plays I’m personally watching closely.
Let’s see how far this one can go. 👀
@PareStocks
HARU retweeted
Buy a Pfizer share for 7.4% less than it costs today. That's pPFE. On 31 Dec 2027 it becomes the full share. Hold it there and you've made 6.3% a year, in shares.
Next up: a Morpho market for it, so you can borrow Pfizer shares against your pPFE.
Why borrow? Post pPFE, borrow PFE, buy more pPFE, post that as collateral too. Every lap adds more discounted shares. You pay the borrow rate, you keep the discount, and the gap is extra return.
Example figures, since the PFE market isn't live yet: at a 2% borrow rate and three laps, that 6.3% lands somewhere around 10 to 12% a year. The real number is whatever the market sets, and the app will show it.
All of it is in shares. The dollar value moves with Pfizer's price, up or down, the same as holding the stock. What the loop adds is more shares per dollar you started with.
HARU retweeted
stock market crashes and everyone starts screaming
meanwhile the guy holding yPFE is sitting there asking one question
“is pfizer still paying the dividend?”
if yes, he literally does not care about your red candles
the pPFE guy bought the price risk. the yPFE guy bought the cash flows. same stock, two completely different bets
turns out you don't have to marry the whole fucking stock just because you like one part of it
this is why robinhood:0x15d36b6a28d8327abc7afabf0f106ae2c9af5c4d is interesting
somehow they turned “buy and hold” into an actual financial market
Then whoever bought yPFE (Dividend split) instead of the share just dodged the price dip.
That's the point of splitting. The dividend is its own token here. If all you wanted was Pfizer's payouts, you buy yPFE (The dividend split), collect every dividend to Dec 2027, and never hold the share that fell in price.
The share crashing is the pPFE buyer's problem, same as anyone holding the stock itself. They can sell in the pool any day too so they arent stuck holding the bag, or sit it out and take a full share at maturity. For anyone coming in after the drop, cheaper way in.
HARU retweeted
Then whoever bought yPFE (Dividend split) instead of the share just dodged the price dip.
That's the point of splitting. The dividend is its own token here. If all you wanted was Pfizer's payouts, you buy yPFE (The dividend split), collect every dividend to Dec 2027, and never hold the share that fell in price.
The share crashing is the pPFE buyer's problem, same as anyone holding the stock itself. They can sell in the pool any day too so they arent stuck holding the bag, or sit it out and take a full share at maturity. For anyone coming in after the drop, cheaper way in.
HARU retweeted
$moon has my favorite tokenomics
LP going to be comfy at 100m+
5/5 tax: 4/5 reward + 1/5 LP
I’d like to see Stonk give same options for coin creators
HARU retweeted
Let me sell you PARE in a few paragraphs.
Every stock is coming on chain, whether Wall Street likes it or not. Robinhood is doing it now. When they do, every one of those shares carries a dividend nobody can do anything with. That's the biggest untouched yield in crypto and it's sitting in wallets doing nothing.
We built the market for it. First four stocks are live. The rates layer for tokenized equities is a category, and we're standing in it before anyone has noticed it exists.
Why you use it: your Pfizer pays 6% a year. Sell the dividend today and keep the shares. Or buy the share at a discount and lock 6% fixed, on chain, no leverage, no lockup. Stocks have never been able to do this. Now they can, and it's a simple click.
Why you add to the LP: a pool that pays 0.3% of every trade plus 100 USDG a day (currently running in our Merkl campaign), split between a handful of wallets, on a chain that's about to get every ticker Robinhood lists. You are early in the way people say they wish they had been.
Why a startup: because the big guys can't move like we can. Brokers can't build derivatives on the stocks they list, the big yield protocols are built for crypto yield, and banks only do this for institutions in size. That leaves the door open, and small teams walk through doors. We shipped a pool, an audit, ETH routing and a listing in a few weeks. Coming: a second audit starting the 23rd, then our first series that pays every month, then an app your Gran will be able to use. We're a small team that ships daily on a chain that's growing weekly, in a category with no ceiling.
Every stock. Every dividend. One rates market. We're building it in the open, and it's live now.
parestocks.com
HARU retweeted
This is why I'm willing to roundtrip 6 figs on robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c
This infrastructure that will sit under EVERY CURRENT AND FUTURE LIQUIDITY POOL
That means the bulk of ALL Uniswap volume will flow through @Hookrfun hooks...
Read my full thesis on fomo: fomo.family/r/DineroDom0
HARU retweeted
JUST WENT ALL IN ON $HOOKR
The SEC just opened the door for tokenized US stocks to trade through permissioned AMMs + liquidity pools.
Now look at the stack forming:
→ Robinhood = tokenized stocks
→ Uniswap = primary AMM on Robinhood Chain
→ Uniswap V4 = permissioned pools built specifically for regulated assets
→ SEC = explicitly allowing permissioned AMM liquidity pools for tokenized stocks
And then there’s $HOOKR.
Hookr is building the infrastructure to make V4 hooks programmable and composable.
Even crazier:
Uniswap just replied directly to Hookr’s tweet.
Not some random interaction either.
This is happening while Uniswap is aggressively pushing V4 hooks and programmable liquidity.
And Hookr’s own hook is already eligible for Uniswap routing — meaning pools using Hookr hooks can be considered by Uniswap’s routing algorithm.
Connect the dots.
We’re moving from:
stocks → tokenized
to
tokenized → onchain
to
onchain → permissioned AMMs
to
permissioned AMMs → programmable V4 liquidity
And that last layer is where $HOOKR gets REALLY interesting.
Because the future LP isn’t just:
swap → fee
It can be:
swap + lending + leverage + compliance + dynamic fees + automated liquidity strategies.
The LP becomes the financial infrastructure.
And now the SEC is literally building a regulatory pathway around permissioned liquidity pools for tokenized equities.
This isn’t a random V4 shitcoin narrative anymore.
The biggest financial assets in the world are moving onchain.
And V4 hooks are becoming the programmable layer underneath them.
$HOOKR is sitting directly in that narrative.
CT will eventually figure this out-9MIL MC
HARU retweeted
The time we have been waiting for!
Audit complete.
Pashov Audit Group went through every line of PARE. 41 findings. 0 critical. 0 high. Every medium and low fixed and re-reviewed by the auditors. Full report below:
parestocks.com/audit
Huge thanks to @PashovAuditGrp and the team. Eight researchers, three days, and they found things we'd never have caught ourselves. That's exactly what you pay an audit for.
The fixes are already written, re-reviewed and sitting in the deploy queue.
Starting now and over the next few days:
→ The audited contracts go live on mainnet. New vaults, new accountants, new oracle, all verified on chain.
→ Series caps come off.
→ The treasury goes deeper into the pools. More liquidity on every series.
→ Lending opens to everyone, and pSPY won't be the only market.
→ New series. More tickers, and for the first time, one that isn't a stock.
→ Spice Flow goes live. Any chain, any wallet, one click into a split stock.
Two months ago this was an idea. Now it's audited infrastructure on the fastest-growing chain in crypto, with the only oracle that can tell a dividend from a split.
parestocks.com
HARU retweeted
We're partnering with a well-established name you've probably heard of, to make PARE feel like the app you check every morning.
What they're building with us:
→ fund it from wherever your money already sits
→ buy, split, trade and earn on one screen
→ nothing to bridge, nothing to switch, nothing to configure
Announcement coming soon!
HARU retweeted
You hold 10 SPY tokens on Robinhood Chain.
Tonight you could:
Sell the next six months of dividends. Cash today, keep the upside.
Borrow USDG against the SPY. Still own it.
Buy someone else's dividends at a discount. Yield without the stock.
Do all three. Still holding 100 SPY.
A year ago the list was one line long. HODL.
HARU retweeted
If you've been sidelined on $ZZZ; believe it or not.
30-35M is a good accumulation level.
Potential leader that goes to 9 fig numbers.
Take the risk.
zzz-2:native team knows they have the potential to become one of the leaders of the AI / utility meta on RH.
Their first announcement will hit as crack, I think this goes way higher.
I just started onchain, deployed too little, but think the amount I have in now I still cook high 6 figs.
Potential high 9 fig coin.
HARU retweeted
Some clarity after X’s thread, because I think a lot of people misunderstood what was revealed today.
What we’re looking at now is not the finished vision for Autonomous Protocols. X previously said the “first simple part” would take roughly a week and this appears to be exactly that: the initial coordination layer.
The vision stated on the platform is much broader: “Build the leading autonomous protocols platform.”
The current foundation connects:
Discussion → decisions → AI-generated tasks → execution by AI agents + humans
And the long-term goal is explicitly to automate more project management and task work, eventually making the platform useful not only for token communities, but for any community, organisation or team.
There was also confusion around $ZZZ.
The FAQ now makes several things clear:
• The platform is built by the ZZZ community
• $ZZZ provides membership to the ZZZ project
• Holdings generate credits and bonus points
• Token holdings determine voting power
• Selling reduces accumulated bonus points proportionally
• If the project generates revenue, the proposed model allocates a percentage toward buying $ZZZ on the open market
💤
We believe that the future of organisations will increasingly look like this:
(Group of people) → (AIs)
So we built the harness to coordinate this at @auto_protocols