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Entry $106.99 02 Sep 2026Current $106.99 02 Sep 2026Result +$0.00vs. index +0.0% SPY +0.0% over the same days
I’d go hood over lit right now for lighter.
Context I’d go hood over lit right now for lighter. Kind of ignore that one. You could play it short if you wanted to.
Full Transcript
Salana may have a competitor. Today we're going to be breaking it down and giving you some insights on how to play this because there are a lot of complexities that are starting to develop across this. Before we do that, I want to thank our sponsor and that's it Capital where you guys can get into your own crypto IRA, cryptocurrency, stocks, gold, and silver. All available over on Itrust Capital. One account, unlimited possibilities. This is one of the platforms. They've been around for quite a while. You guys can go over and use them. If you have a current IRA, you can transfer that. If you want to start a brand new IRA, you can also do that as well. So, just use our link down below. It's going to give you a $100 funding reward to get started, and you're going to have to start tax planning soon. And IAS are one of the diversification things that you should be doing to set yourself up for success. Let's just get right into it. I want to lead with this tweet right here. This, of course, is talking about what's happening with Robin Hood. Robin Hood is out there saving the trenches. Thank you, Vlad Tennv. And of course, Vlad responded. Someone had to. And and we all know Cash Cat has been the issue on this. So, it is a function that could be leading the future here for Robin Hood. Also, I want to kind of touch on a couple other things here in the essence of where the competition is going to come from. And that I think is the fact that Robin Hood and also Salana are now starting to center into highly competitive areas. And it will be an an interesting thing to watch as we start to paint out some of the projects that are coming into this. One thing to keep an eye on right here is the revenue. This is Robin Hood chain right now. First $2 million day revenue. This is huge because of the acceleration that we're seeing in a very short period of time. And I think that's the whole point. They're just starting. Robin Hood, of course, does have somewhat of an ecosystem built around this, but the key here is absolutely a big positive for Robin Hood. There's tokenized equities by volume. And you can kind of see right there, Robin Hood edging up fast in terms of overall tokenized equities uh in terms of volume. And that's just gets back to the whole point of what we're going to see worldwide because this is something that has started to really change and I think that's the dynamic of where we're going to see tokenized equities traded and it's going to happen and also when it's going to happen in places and in times that we haven't necessarily seen in the market. Let's take a look at active addresses right here. You can kind of see Robin Hood taking over another position over BNB chain and it continues to grow. Not necessarily in total, but right now in the short period of time, the amount of growth that we're seeing in terms of active address is almost undeniable. When you look at why and where that's coming from, this is volume by market session. And you'll notice something here in kind of that coral or orange color that I'm highlighting. These are weekday off hours. All right? This blue is US market hours. So there is clearly a trend moving to 24/7 and it's just a matter of time before Robin Hood starts to dominate this and because this is more of a global phenomenon that I think is going to open up Robin Hood to a lot more markets. This is just the beginning. So another reason that this could be playing now Rob or excuse me now Salana of course has recorded its biggest month in history. Uh this is in August 5.2 2 billion in non-vote transactional process. So that's a big deal in itself for Salana and it's going to be a huge issue because Salana has now put what 24 hours Salana's now generated more than more app revenue than Hyperlid BNB chain and Robin Hood combined. So put that somewhere and understand this is going to be a big deal for Salana moving forward. So when you look at pump in general as maybe a play, you have to look at their fundamental growth and they have been pretty much the memecoin center. You can kind of see the percentage of growth since August 30th uh plus 50% and overall increase to target multiple 153%. So the point being is that pump is a good play or is it? So, let's take a look at the Pawns uh token because this of course gets into kind of the pump for Robin Hood chain and this one has been also moving as you can kind of see absolutely skyrocketing over just the last few days and moving into a position right now. Market cap is sitting at around or market volume sitting around 96 million but overall total supply versus the circulating supply. I think the question here is would you make a play on this one? I don't know that this is necessarily maybe it's too late for this one and I think that's the issue that many people are looking at right now. If you look at their protocol analytics again more growth, lots of lots of potential and remember this is token launches. This is one of the largest ones out there. That's a big opportunity. But I think the other opportunity is going to be this. When you go over and look at the meme tokens, the one thing you're going to notice here, and I'm sure you guys can see this on screen, is all of this is built and in and around unis swap. Uniswap is involved in all of these, which means revenue for unis swap. Unis swap revenue means revenue to token holders. Token holders means they're going to buy more. That's the reason I think unis swap is the play here as opposed to maybe pump and ponds. You look at unis swap right here. uh when it comes to the overall DEX volume, it controls the DEX volume consistently and it's been holding over pump and pancake swap, a drrome, all of them. And I think this is the indicator you need to watch. Robin Hood though by spot volume, remember unis swap tied to this as well. But Robin Hood by spot volume on DEX is uh unis swap leads it. So this is the reason I'm getting into this is there's some I think this is one of the key components that continues to push toward unis swap as a whole. So let's go take a look at unis swap on defy llama and you're going to notice something right here that day September 1st yesterday 611,000 in terms of revenue coming in and this is the daily revenue explosion that you're seeing. So this of course all correlates to what's happening in the meme tokens over on Robin Hood chain. It also has a lot to do, I think, with how trading is starting to move. So, think about this. Uh, when you go to real world assets over on Hoodflow or Hoodfl.io, you can find this. Um, you'll notice these APYs. Look at that, guys. Max APY. I mean, some of these are crazy. And you could never do this in traditional markets. And when you look at something like a Reddit right there, wrapped ETH. But the point is is that everything on here unis swap unis swap unis swap that is the issue that this starts to set unis swap up as a winner. I'm surprised that we haven't seen an absolute breakout on unis swap. So one of the things that uh this has in terms of an effect on the market is the this is a good example right here yield on gigex. This is the equity pools and these are insane when you look at them. The reason that Cash Cat hit an all-time high is this right here. Look at the kind of percentage that you're gaining right here. I'll zoom in on that. 1787%. So, imagine what this is going to look like as we start to see volumes on TVL climb because right now it's only setting at 137,000 right there with cash against USDG. That is another indicator of where this is going. And just remember who's benefiting from this? Well, there's three major players that are benefiting from Robin Hood chain. And I agree with most of them, but Morpho doesn't really generate any income yet or any revenue yet for you, a token holder. Uniswap does. They've turned that switch on. Arbitum possibility here, but they're sharing revenue with Robin Hood. So, there's a less of a pie. So, UniS swap is the clear beneficiary here. All right. So, as you can see, Salana coming to the London Stock Exchange. Uh they are trying to get into the RWA market. uh XStock suite full on LSC plans to list the full XStock suite on LC 24. This of course gets regulatory approval. Uh that means the 100 largest London listed companies will also be tokenized on Xtocks. So Salana's coming and what else is coming? Well, this is what's coming. Oil. You'll be able to actually use oil just like another RWA and be able to leverage this in there within the Salana ecosystem. Let's go over and take a look at the Xbox metrics real quick. And you can see the just the pie right here. Salana obviously being the leader. Jupiter of course has started to learn I I think do some things that are going to set it apart from pretty much everything out there. Again, riding on Salana, but earning interest on your crypto right now. This is available on Jupiter Lind. Don't forget you also have Athena with Bitwise in here, but Jupiter Lind, I think, is going to be one of the areas that we'll see it right there. Total supplied right now 2.2 billion. Um, sitting on total available 1.3 billion, borrowed almost a bill right there at 925 million. So, not bad. Jupusd paying almost 6%. Uh, USDC at 5% almost sold at 4.13. So, so think about this guys for a second. Uh when you think about incentives, that's pretty much igniting a lot of traders. And if you look at what Robin Hood is doing is they're making these incentives available on any RW any stock that you're going to be trading on a tokenized stock and you'll be able to get these lighter points right in your wallet and then those values are going to apply to lit. And if you look at this guy, he's tracking it right now just on Robin Hood and how many points he's got that were distributed this week. This is an example of what they were last week. So, it's growing. But this is the kind of thing when you start generating incentives to do stuff like this, you're going to create more volume that's only going to expand not only the projects, but the activity addresses and users over on Robin Hood. All right, so let's flip back over to Soul for a minute. uh stocks as coll this is backpack stocks as collateral and you'll notice that you can now use uh real equities as collateral cross backpacks unified cross asset this also is available uh in mika approved portfolio so you've got stocks crypto pretty much any other instruments in a single account here's NFTs though starting to move on Robin Hood chain and there's some other points here remember Salana NFTts are also available on openc This, you'll remember, had some leaders in the past NFT run that I think is now starting to shift the dynamic. What I mean by that is things like this. Magic Eden, you guys, we've back in the era of web 3, Magic Eden was pretty much the winner. They had almost everything available. And then this happened and that is in March this year. they shut down. It's Bitcoin, ordinal, Runes, uh, all EVM marketplaces, that's Ethereum, Polygon, Avalanche, that all went away. And that's why I think you're starting to see a new player in town. Collector is a good example. We had them on the show not too long ago. Uh, and this is the perfect play into it of the challenges this week. They've got daily starter pack. This is Pokemon daily starter packs available. Uh, you can get a whole slew of benefits on this. and collector crypt cards the token is something that I think uh will benefit from this. So as you can see Salana NFTs open on openc your favorite favorite collector cry slab is now available and tradable. So those real world assets now available on openc and tradable. This will be a big deal for the the Pokemon market. I want to go to a clip real quick because this is uh th a little bit more in detail. Take a look. I'm I'm I'm really looking forward to next week when we can talk about it a little bit more. Uh because then people will have something to point to and you know the thing I think will surprise people >> is it's been happening all along >> like what we've been doing has been happening for 12 months and you know at some point people are just have to deal with the truth. >> Yeah. Nice. >> TLDDR is people need to pay attention. >> Yeah. Yeah. Yeah. >> Yeah. People need to pay attention. and they just here we are at minute, you know, 60 on this and and most people would would make it past 5 minutes and then jump on Twitter to say, "Oh, no utility, you know, they didn't announce it right up front." That that's why I usually say these things right at the end of the podcast. >> Tom, we can do a nice we can do a nice clip for you. We can be like, you know, CC has buybacks and uh you know, there you go. >> No, you got to leave it in as a secret. So they actually did release this a few days later and this is uh part of the announcement but I want to focus on these bullet points right here. So separate buy transactions. So they've been buying uh cards accumulated the token they continue to purchase and they've deployed 616,000 almost uh that's crazy. So that continues to remember this is real world assets Pokemon starting to play into real NFTs. It's really kind of the future of NFTTS and then uh you of course can see that tokens sold zero. So that is the point I'm getting at these kinds of narratives play out really good in the space especially when you look at new movement in the market. So let's go take a look at revenue by all projects. Okay, you look at, you know, obviously Tether out there leading the place, but I want to focus in in this area right here at number 15, 16, 17, and down to 20. You've got Collector Crypt doing more revenue than Robin Hood chain for now. Uniswap, then you've got Phantom in there and ponds, Jupiter. These are all coming, guys. They are coming. And I think they're coming in a big way in the sense of how this market could be going into a bull market and these kinds of assets are setting. So you're very early on many of these and I think the key here is pay attention very closely. So let's let's look at it this way. Um securities commodities if you look at the variations here that are playing out between the SEC and the CFTC. Here's Hester Pierce. They're referencing the transfer agent rule proposal which is more than a decade in the making. Uh it's finally out. Okay. But remember the CFTC very bullish on commodities and of course this means Pokemon cards what we're going to see in gold, oil, all sorts of elements that are going to make their way in the com into the commodity marketplace. Where would you play? And I'm think this is now starting to level up because in the past it most likely would have been securities would have been your choice. Uh but that may be changing very soon. I'm going to go to a quick review of a few things here and I want to start here on what we would be playing right now. Uh but hood obviously why it wins capturing all of this. That's a big one. I'd go hood over lit right now for lighter. Kind of ignore that one. You could play it short if you wanted to. Uh Salana, I think that one wins well over the centralized exchanges. This changes everything. Uh and of course the August rally that we just saw. So Salana, good one. Uniswap probably the most one that is under served right now. And bet on the toll booth, not necessarily the traffic. Uh and it doesn't care who wins. So I like that one. Ignore Pump and Ponds on those two. JUP very hot. I would ignore Hype and Phoenix on that. I know everybody loves Hype. I own hype. I like it too, but I think Jupiter is the undersold one or the underpurchase one here for now. Cards, we've talked about this one before. Revenue-driven buyback program. He showed you everything. Uh, category leader now pretty much taking over. And then September catalyst is starting to stack a little bit. So, good one there. Ignore clones and NFTs. Anybody that's trying to do what they're doing, okay? But get away from NFTs, digital NFTs, go with the real world NFTs. Morpho is another one with an asterk. And here's why. Uh, this powers the Robin Hood chain. So, ignore the issue right now on the fee switch. Okay, it doesn't switch still isn't on, but eventually I think it will happen. So, I think Morpho is still in the bag. Uh, and then the list here pretty strict. Uh, six picks, six inverses. If you guys want to run an inverse with me and you totally disagree, that's the whole point of this exercise. You've got Hood, Soul, Uniswap, Jup cards, and Morpho. Uh, ignoring Lit, any of the centralized exchange outside of Hood. Uh, Pump and Ponds, Hype, and Phoenix. And then the competitors on the NFT side. And last up, of course, anything that's got a switch off for fees. That's kind of it, guys. Obviously, the macro plays into this. We're going to continue to report on that, so stay tuned. If you like this video, hit like and subscribe. Drop a comment down below and also join our free private member group. The link is in the description.
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