The bullish trend on the Robinhood Chain has led this chain to be nicknamed the "Wild Green Blockchain" by players.

So, now the question is— with the Robinhood Chain's market heating up, which sectors should we focus on? What is the main logic behind them?

Let's segment the assets on the Robinhood Chain and discuss the logic behind each.

Pons Ecosystem

Pons has risen to a market value of over $3 billion. Discussing its daily income level surpassing pump.fun or the weakening of the V2 version's token buyback burn wheel is no longer as important. We just need to take a quick look at the depth of the $PONS pool on Uniswap, observe the profit ranking of $PONS on various social trading apps, and consider that this token has been listed on the Hyperliquid contract. We can then understand that maintaining the sentiment is crucial.

Because the on-chain depth is simply insufficient for large front-end profits to be cashed out through selling, and by this point, it has already moved beyond the range where retail investors can have a significant impact. The odds for this $PONS position are no longer attractive, but if it can continue to exhibit strength as a platform token, market sentiment can be further reinforced.

If we assume that $PONS will continue to surge, then the odds for the current Pons ecosystem assets will start to look more appealing.

According to data retrieved from the Pons official API, the total supply of tokens launched on this ecosystem is approximately 392,000, with around 10,000 graduation tokens. However, the website sets a certain threshold for displaying graduation tokens, so only 510 graduation tokens are shown.

This means that what is displayed on the website as "graduation tokens" represents the most active batch of tokens within this ecosystem. And among these tokens, apart from the native platform token, Pons has not yet introduced a single asset with a market value exceeding $50 million.

These assets can also be easily categorized:

- Pure memes, $HMM and $YOLO

- US stocks/RWA asset memes, $microduck, $COPPERINU, $GG

- US stocks/RWA asset DeFi: $DELTA, $DTF

- FOMO Ecosystem Application: $CLAN

Pure meme has not been as popular recently compared to stock/RWA asset memes, so we won't discuss it too much.

Stock/RWA asset meme, $microduck is a meme paired with NVIDIA's stock. This meme coin was inspired by the release of the real open-source robot "Microduck" by Hugging Face on August 27, 2026 (a $399 25cm duck-shaped RL robot), combined with NVIDIA acquisition rumors. It has no relation to Hugging Face, Pollen Robotics, or NVIDIA, just an independent meme token launched by the community.

This project has been performing quite strongly, basically holding the $20 million market cap position over the past two days. The core logic is built on the very strong rise of $PONS, and everyone hopes this project can become the leader of the Pons platform's stock meme, defeating the Long platform's $AI.

Objectively speaking, this project will indeed have an advantage in short-term attention compared to $AI. A duck robot that has become a meme, even A shares have individual stocks that hit the limit up because of this robot's popularity. In addition, we can also look forward to interaction from NVIDIA and Huang Renxun. They definitely won't directly interact with meme coins, but as long as they interact with the real protagonist, it is already a positive sign for meme coins. These are all things that $AI can't compare to.

$COPPERINU and $GG, what's interesting about these two projects is that they distribute dividends to holders not in stocks but in tokenized precious metals (copper/gold). Then $COPPERINU is seen as a possible RWA asset meme like $ANSEM because 40% of the tokens were airdropped to KOL @himgajria and have been claimed.

@himgajria seems to have an obsession with the concept of "copper dog." He previously took the lead in building one on Solana, but it ultimately failed. This time, it is no longer just a pure meme; it has real copper buybacks, staking, and burning mechanisms, but the core still lies in how much him can find the "boss" for this accumulation. For $ANSEM to rise to a market cap of billions of dollars, it is definitely not something Ansem can achieve by wildly tweeting about it on X.

When it comes to the US stock market/RWA Asset DeFi sector, $DELTA is a Liquidity Provider (LP) Aggregator, while $DTF aims to "turn an index fund into a decentralized OlympusDAO launchpad." The former saw a significant surge in the past week, soaring from a $4 million market cap to briefly surpassing a $38 million market cap. The latter also had momentum to launch but was influenced by bonkguy's sale, impacting its trajectory.

Among the fomo ecosystem applications, $CLAN stands out as having a relatively unique ecosystem position. While fomo is very popular, there has not yet been a derivative project associated with it. $CLAN is a fomo version of friend.tech, where individual traders and guilds on fomo can claim their keys and, upon claiming, the key holders can access an exclusive chat room.

There is not much innovation in terms of the mechanism; however, its ability to gain traction is due to the fact that fomo itself has not previously seen a similar project concept. In addition, top traders on fomo, such as change, claimed keys and made purchases, leading everyone to believe that there is a possibility of a large flow of fomo's top traders banding together.

In conclusion, if $PONS can maintain its momentum, the aforementioned projects are likely the answer.

Long End

Speaking of US stock market memes, Long.xyz is definitely a significant presence, being the first launchpad on the Robinhood Chain to focus on this area. The platform's flagship token, $AI, recently surpassed a $100 million market cap and remains the leading US stock market meme on the Robinhood Chain.

This platform previously stated that it has no plans to launch a platform token, so $AI can be seen as a quasi-platform token, serving as the platform's billboard. Looking at the top holders of $AI, there are various profits exceeding a million dollars, with some even reaching $3 million. Therefore, similar to $PONS, without futures contracts, these unrealized gains cannot be extracted.

Compared to Pons, this platform's asset type is much more straightforward, focusing solely on US stock market memes. Apart from $AI, assets such as $BONER, $MOO, and $SALYERMOON have also shown decent increases, corresponding to healthcare stock Hims, storage stock MU, and MicroStrategy MSTR, respectively. This mainly reflects a trend of expanding meme-themed stocks beyond NVIDIA, into other US stock pairings.

Mainly, what can be said here is a new trend in US stock market memes that can be observed when compared to Pons, gradually evolving from initially illogical or simply mimicking existing meme stock attributes (such as GameStop, AMC) to a "hot topic pattern" similar to mainstream memes. $AI follows a pattern of a clever name, a virtual cartoon dog meme image, and community building. Now, it faces a challenge from sudden hotspots like $microduck pairing with listed companies.

Of course, this platform is also facing the challenge from Pons. If $microduck will eventually confront $AI on market cap levels (currently less than $20 million versus $100 million, which doesn't yet qualify as a direct confrontation), I wouldn't be surprised.

Stocks/RWA Asset DeFi

We mentioned an opinion last week:

“Just like during the previous AI meme craze period, starting with hyping up AI meme coins like $GOAT, then moving on to pump ElizaOS, an AI framework, the stock market meme may only be the first form of tokenizing meme stocks on-chain hype.”

Many veteran players may not understand. Clearly, the DeFi projects on Robinhood, despite not presenting much innovation compared to the original DeFi Summer gameplay, can experience a price pump just by adding a layer of the stock market concept.

First and foremost, of course, the on-chain sentiment towards Robinhood is quite positive, to the extent that everyone ignores factors such as revenue and fundamentals, as long as it’s a complete concept and seems promising. The only concern left is the fear of missing out. But on another level, new wine in an old bottle should also be seen in a different light. Up until now, people have developed higher expectations for Robinhood Chain.

Generally speaking, this expectation is that using meme coins to drive on-chain stock market trading volume is interesting and has not yet reached its ideal limit. However, the ultimate goal of bringing the stock market on-chain is to make stock assets on-chain a truly global asset, capable of capturing users worldwide to participate in on-chain stock trading around the clock.

The first step is to integrate Robinhood’s stock user base into the chain and also integrate on-chain players into the traditional stock community. When CEXs were striving to enable on-chain stock trading in the past, people thought they were taking away people from the crypto community. However, with all the moves made on the Robinhood Chain, people now see this as a mutually beneficial scenario, with even more business going to the crypto community.

Based on this expectation, stock market memes, as a form of asset, are just the beginning. Many traditional stock practices, such as funds and the like, have not yet been fully integrated into the infrastructure on Robinhood, but people have already started betting on the future.

Regarding projects in this category, we have already mentioned $DELTA and $DTF earlier, and last week, we also introduced $NET (OHM + stock market gambling mini-game platform). Additionally, other projects worth keeping an eye on include:

- $INDEX. Robinhood CEO Vlad announced a buyback of shares through fees and distributed dividends to holders. Additionally, they launched a US stock options platform, rwa.wtf.

- $STONKBROKER. Also focused on a buyback of shares through fees and distributed dividends to holders, but in the form of NFTs. It serves as a launchpad, offering lending services, and can be categorized as a DeFi Hub.

- $STATICS. It features a similar NFT AMM mechanism as StonkBroker, but with innovations such as index funds and plans for a stablecoin. It is also classified as part of the DeFi Hub.

These assets have seen significant price increases, with even Uniswap's $UNI rising from around $3.2 in mid-August to a peak of around $5.4, as these assets on the Robinhood chain all have their liquidity pools on Uniswap. It is worth mentioning that Uniswap's own launchpad, Pools.trade, has not gained traction yet, and it remains to be seen if the strength of $UNI will boost the lead token on that platform, $FRONG.

Conclusion

Finally, with all these assets mentioned, speculation is inevitable, and the key is always the attention rule. On the Robinhood chain, bonkguy, who previously had a mixed reputation on Solana, has completed a significant rebound, almost becoming "sanctified." He can be considered the most influential KOL on the Robinhood chain currently, and his buying and selling actions have a significant short-term impact on specific assets.

Many times, it may not be that the assets you choose are bad, but rather that there isn't a prominent influencer to boost them.

In such a market environment, it is easy to lose oneself in the pursuit of quick profits. Looking ahead, the Robinhood chain still holds unlimited possibilities, so it is essential for everyone to proceed cautiously and avoid becoming rattled, which could lead to losses.

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