On-Chain Devil retweeted
The Silver Surfer $SURFR @SilverSurfer_RH
Perfect meme Narrative paired with Silver $SLV
22k mcap? Too cheap imo ..
Ca: 0xc4086d9CE6abF5F22499A5c2D7F411e53b8839EB
On-Chain Devil retweeted
the Silver Surfer $SURFR was already starting to show up all over CT.
the Silver Surfer feels inevitable.
teapawt.org/SilverSurfer_RH/status…
On-Chain Devil retweeted
the next crypto giant might be solving a problem nobody cares about yet.
when demand finally arrives, its foundation will already be in place.
On-Chain Devil retweeted
Robinhood Ecosystem Tier List
The S-tier – Lighter, Delta, Arcus, Index, Bankr, Virtuals – shows the chain is built for perps, tokenized stocks and agents, while B and C are mostly memecoins. Notably absent: Ethereum's DeFi blue chips – Robinhood is building around its own product, not the DeFi stack.
Inspired by 🔗 @RobinHubHB
On-Chain Devil retweeted
Aeron is the x402 rail on Robinhood Chain.
▸One rail. 3,000+ APIs. Inference first. The catalog opens progressively.
▸ 824 endpoints payable in USDG, callable today
▸ a live facilitator: verify, settle, relayer pays the gas
▸ a non-custodial wallet agents install from npm
$AERON sits on top of that. The rail came first.
On-Chain Devil retweeted
UPDATE: The valuation gap still makes no sense.
$Index : 27M market cap
CA: 0x56910D4409F3a0C78C64DD8D0545FF0705389870
robinhood:0x7168563b0e70124f0c7c0cf2f13a8d1861baf4a5 : ~500K market cap
CA: 0x7168563B0E70124f0C7c0cF2F13a8D1861BAf4A5
That’s a 54x valuation gap.
Both are playing the tokenized stocks / RWA narrative on @RobinhoodCrypto.
But the models are completely different.
$INDEX distributes stocks to holders.
Holders receive the assets, sell them, and that value leaves the ecosystem.
$BACKED does the opposite.
The tokenized stocks accumulate inside the treasury and stay there, currently around 230 K usd
At a 500K market cap, that means roughly 50% of the entire valuation is already represented by treasury assets.
And the important part:
That treasury is designed to KEEP GROWING.
Every buy/sell and activity generated through the Prediction Market and Perps DEX can feed additional value into a treasury of tokenized stocks backing @isBacked_
More volume → more fees → more stocks in treasury → higher intrinsic backing.
And if those underlying stocks appreciate?
The treasury grows even without additional trading volume.
Now think about scale.
Last month $INDEX did roughly $30M in daily volume when @vladtenev followed the account.
At $30M volume, a 3% fee would represent 900K.
That is almost 2x $BACKED’s entire current market cap in ONE DAY.
This is where the asymmetry gets crazy.
@isBacked_ has already shipped:
• @Uniswap v4 Hook
• Governance to vote on which stocks the treasury buys next, powered by @rialto_xyz
• Perps DEX powered by @Lighter_xyz
• Prediction Market
Four products.
Multiple potential revenue engines.
One accumulating treasury.
And yet:
$INDEX → 27M
$BACKED → 500K
54x valuation difference.
I’m not saying $BACKED deserves to trade at the same valuation just because $INDEX does.
I’m saying the market is currently valuing a protocol with an accumulating RWA treasury and multiple revenue streams at 1/54th of its closest narrative comparable.
At 500K, with 230 k already sitting in treasury assets, I know which side of that risk/reward I want to be on.
The market eventually reprices asymmetry.
On-Chain Devil retweeted
The vault now buys stocks every ~4 hours.
It now waits for 0.1 ETH of fees to build up before it buys: one larger fill every ~4 hours instead of a small one every hour.
Same ETH into the stocks, ~76% less gas to get it there.
On-Chain Devil retweeted
The Backed vault is sealed.
Unlike other projects like @NetNetCap, there is no multisig that can touch the stocks held in the reserve.
$BACKED is an autonomous protocol with no admin functions, built to live forever.
On-Chain Devil retweeted
$BAG UPDATE 💰
Still sitting around $174K MC and the chart continues to look surprisingly clean.
No crazy pump & dump — just a stable structure, solid consolidation and higher lows holding up well.
Currently 117 holders, so this is still extremely early.
I’m holding my full position and waiting for the range to break.
Clean chart. Low MC. Plenty of upside if attention comes in. 👀
DYOR.
On-Chain Devil retweeted
have u got yourself a $BAG yet bro ?
launched on @TradePools , robinhood chain - and the community is working!
I see we are constantly in the 'trending' list on your platform 👁️💰
0x616bcd920e1e1F354750BBaf2FB3b3fa3B4aAE16
On-Chain Devil retweeted
@justdream
To me, it looks like something is brewing with $BAG. 🎒🔥
After the explosive start, what happened next is what really interests me:
The chart didn't completely collapse. Instead, BAG has been moving within a wider range for days and has managed to absorb significant pullbacks multiple times.
Currently, the market cap sits at around 213K according to the chart—and the price is working its way back up from the recent local low. 📈
It is precisely this prolonged consolidation that makes my bullish thesis so compelling:
Volatility is decreasing.
The trading range is tightening.
Buyers are stepping in on pullbacks.
And the next major move could be in the making. 👀
The zone around the previous highs—roughly the 300K–330K market cap range—is particularly crucial for me.
If BAG breaks through this region on volume and subsequently confirms it as support, the chart setup could change significantly. 🚀
The longer the compression lasts, the more interesting the potential breakout becomes.
Of course, a breakout is never guaranteed—especially with such a small market cap. But to me, the current structure looks more like accumulation and consolidation than capitulation.
🎒 The BAG is consolidating.
🔥 Pressure is building.
👀 And eventually… something has to give.
WORK FOR YOUR BAG.
I am personally invested and bullish on $BAG.
