With GRASS waking up with more clarity around its financials, I was taking another look around the DePIN sector. GEODNET caught my eye because there’s a business here that’s fairly easy to understand, a nice chart that’s made several daily volume ATHs recently, and already a clear link between people using the network and demand for the t

... Read more

What it is: Robinhood’s third annual retail-trader conference, September 29-30. The program is dominated by active-trading content: index and 0DTE options with Cboe, prediction markets across the NFL and 2026 midterms, and ETFs with State Street and BlackRock.

On paper, crypto is thin on the agenda. One panel, “TradFi Meets DeFi: Fact vs

... Read more

TLDR Every memecoin launch has the same villain. Someone bundles the opening block, sits on a big slice of supply and sells it into everyone who shows up after. Most launchpads try to stop the bundle. Mosh builds it on purpose, crowdfunds it, locks... Read more

We spoke with the Metric team earlier this month as part of our tokenized stocks research, but I think the DEX itself deserves a separate look ahead of its public app and infra launch. Today you can already trade through Metric, and possibly already... Read more

The HypeEVM is essentially a barren wasteland. Block times, throughput, and tps inherently limit the ecosystem’s ability to flourish. Txns fees spike with activity, propAMMs can’t deploy profitably at current gas limits.

So while Hyperliquid won perps, it largely failed to compete for spot trading and DeFi activity.

Elysium is Kinetiq’s

... Read more

FWA Catch-up

FWA is a gacha machine for NFTs. LPs deposit NFTs, spinners pay a fixed price to pull one at random.

LPs deposit ETH attached to their NFT, called its backing. The backing is essentially a standing bid on the NFT. When someone draws the NFT, they can keep the NFT or sell it back to the LP for 90% of the backing (or 92.5% in F

... Read more

PONS has been the revenue story and blue-chip token on Robinhood Chain so far. LONG has AI, BONER, and the most successful runners. PONS peaked at a $691M market cap on Sep 5. However, LONG may be better positioned long term. Launchpads need alignment with runners and feed off their success stories. We have seen this play out with Virtual

... Read more

The onchain options sector is the largest whitespace in crypto derivatives. Retail demand is already proven at massive scale in TradFi. And onchain, the binding constraints are no longer regulation, infra, or maker liquidity. Using Derive’s RFQ, you’... Read more

We have a big week on our hands and it got a little bigger with this messaging from Trump last night:

*TRUMP AGREES TO NEW BIPARTISAN ETHICS PROVISION IN MASSIVE CRYPTO BILL, GOP AIDE SAYS: AP

*TRUMP AGREED TO CRYPTO ETHICS PROVISIONS IN A SWEEPING BILL HEADED FOR A VOTE

*THE UPDATED BILL REQUIRES DIVESTING OR PLACING CRYPTO INTERESTS IN

... Read more

I’ve highlighted this in the Pro chat but the Standard Reserve mint goes live Sept 14 at 5:30pm et for whitelist and 9pm et for public. There are 450 whitelisted spots and 550 public spots. Whitelist is 0.15ETH and public is dutch auction starting at 1.25ETH down to 0.15 ETH

The Standard Reserve will launch in 2 days, on 9/14.

A signific

... Read more