Robinhood is what Base was meant to be.


This alone is what’s keeping me so bullish on the $CASHCAT trade.
The bear market has forced everyone into excessive risk management and losing the ability to fire on narratives which could be break out trades.
Which is why $ANSEM has performed so well as consensus turned to people believing there would be no more mid 9+ fig runners in memes. Now that it’s happened once, the genie is out of the bottle. A couple hints from CZ alone nearly sent a coin to 9 figs.
Even still, with the amount of failures in L1's and new chains attempting to vamp attention and liquidity, it’s potentially even worse than the death of memecoin narrative.
We’re seeing DEX volume within striking distance of Sol within it’s first week while having minimal comms from the team or Vlad.
Again, not trying to blindside you with my bullishness. These are just the main factors where I see a discrepancy between perception and reality for traders. If the RH team go silent and stop endorsing etc then obviously Cashcat will have a short life span. Based on the support and hints so far I think it’s fair to say they’re probabilistically not going to let this die. The CFO has Cashcat in his bio…
Does it get a listing? What are the best circumstances for them to list where both onchain wins and their users buying into the coin at the listing price?
Initially when I bought, I thought listing was relatively priced in, but after further consideration it seems more of a 50/50 consensus between traders and also varying timelines. You’ve essentially got the chicken and the egg problem. List the coin now, fnf’s dump millions onto new retail, removes the biggest catalyst. Or wait to list the coin, onchain volume dies off, onchain no longer has faith in the team and when they eventually come back around they’ll be Base 2.0.
If I was in there position, I’d continue to lightly endorse which keeps the chart stable or gradually increases price to help metrics and steal mindshare from Sol. After 1-2 weeks, list the coin, you now have a tribal community who will be loyal to your chain. The game theory then becomes speculation on what coins will be listed next keeping the hot ball of money from exiting. Continue showing support for Cashcat to ensure the runner doesn’t die while provoking other memes but not to a point of saturation. Develop RWA’s, Agentic trading or whatever underlying fundamental narrative they see pushing their business over the next 5 years. You now have beefed out onchain metrics, revenue, mindshare and ability to pivot with a user base willing to listen to you.
This is all theoretical and what I would assume to be common sense as someone who’s been in this space for several years. It’s interesting to see their focus on Agentic trading and what angles they might push with that. Everyone throws around the idea of RWA’s like it’s some obvious untapped gold mine that we just don’t have access to yet, but is it?
You could argue NFT’s were a premise to RWA’s and collectibles. Turns out no body wanted their Rolex or diamonds reincarnated as a txn hash. I do think crypto is the end game for finance over the next few decades, however from a business moat, Agentic trading will drive far more volume to their platform, causing revenue to sky rocket.
Instead of depending on human labour to take trades, you’ll have users in the future with dozens of models (agents) set with pre defined conditions to take trades. Thus driving significantly more volume via automation.
Maybe their end goal is to build such a diverse blockchain that facilitates transparent data on anything from onchain stocks to private inference marketplaces that Agentic trading can thrive from all the possible backtesting and inputs? That’s the most logical conclusion I can create for now.
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