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NEW POD We Cover: ▫️ Will Clarity pass? ▫️ Robinhood’s retail moat ▫️ Uniswap’s comeback ▫️ Do we need stablecoin chains? ▫️ Meme-equity meta & more! @marcarjoon @AvgJoesCrypto @0xMether @0xcarlosg TIMESTAMPS: 00:00 Intro 01:57 Can Crypto Break The Holding Pattern? 04:54 Will The Clarity Act Pass? 08:51 Is Robinhood Chain Already Cooling? 11:58 Is The Meme-Equity Meta Here To Stay? 17:03 Ads (Token 2049) 17:57 Is Uniswap Robinhood’s Biggest Winner? 25:15 Who Wins Robinhood’s Lending Race? 35:38 Can Onchain Perps Compete? 43:22 The Hidden Tokenized Equity Trade 48:58 Do Stablecoin Chains Need To Exist? 58:07 Closing Thoughts

AJC explains how traders should approach copy trading on fomo: DineroDom: “What are the best practices for copy trading and following accounts?” AJC: “I’m so bullish on fomo. I think this is the next breakout social media application. If it can scale to tens and hundreds of millions of users, the sky really is the limit.” “I personally look down upon people who post a really bullish thesis and then an hour later they’re full stack in their position.” “I value my reputation a lot more than a couple thousand dollars. If I buy something that’s a bad trade and I plan on scaling or selling, I’ll update my thesis and give people a heads up.” “If the difference between me losing $5K and $10K is protecting my reputation, that’s an easy decision. My reputation is probably a lot more valuable than my total fomo account.” “Just generally, try to be honest. Don’t deceive people. If you don’t actually have a strong thesis on something, don’t tell people it’s the greatest play ever and then nuke the position when the chart goes down 10%.” “If you do have a big position, you don’t necessarily need to full stack and get out as quickly as possible. The UPNL is kind of real, especially once you have massive exchange listings.” “Everything with this $PONS trade I’ve been doing in public, so I’m going to keep doing it in public.”

Today two months ago, we launched @ponsdotfamily In just 60 days - the community token went from 0 to $950M (ATH). In just 60 days - the creators on our platform earned over $110M In just 60 days - the protocol accumulated a whooping $30M in fees in which over 80% went to buybacks and burns. In just 60 days my account - as well as the pons account grew by over 50,000 followers. In just 60 days, Pons became one of the biggest startups in the entire world, and one of the fastest to reach $100M ARR in less than 2 months. In just 60 days, Pons became a top 5 crypto protocol by revenue. In just 60 days, WE made the trenches more fun. This isn’t the end - it’s just the beginning. But without YOU this wouldn’t have been possible. So thank YOU for being a part of the family. Looking forward to many more days - together. Thank you, Ozzy & Team

COMING UP: Legendary trader @AvgJoesCrypto shares the latest on his robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 thesis that netted him millions — plus what he's watching on @RobinhoodCrypto Tune in with us @coinage_media 10AM ET

My general investment philosophy for onchain is that you want to position yourself in ecosystems/assets that can not only capture flows and attention from crypto's current user base, but also have the ability to onboard net new users and capital to crypto. It's for this reason that I remain primarily allocated to Robinhood Chain, as I don't think any other ecosystem comes nearly as close to RHC on that second point.

Today on MCG w/@AvgJoesCrypto Highlights include: 01:18 - AJC introduction 03:50 - Origins of the Pons trade 04:26 - Noxa thesis 05:00 - Why Robinhood Chain is different 09:45 - Entered Pons after the 80% dump 10:20 - Clear risk-reward at 3-4M market cap 11:30 - 80% revenue share, no VC overhang 13:50 - Held through drawdowns, only trimmed late 15:50 - cheapest price to buyback ratio(Pons) 18:00 - Still bullish on Pons 22:00 - No hard price targets 26:40 - MOO next major thing 31:00 - Advice to small traders 35:00 - Shroom thesis 39:00 - Bun thesis 42:30 - focused on Robinhood Chain 45:50 - FOMO as next major social app

@AvgJoesCrypto walked through his portfolio on stream... • Holding $PONS at $2.5M • $MOO with $250K Profit bag His Moo trade was luck based. He rotated into Long ecosystem after AI broke its previous ATH around $17M, buying 1% of both MOO and Clippy on Nate’s call He entered MOO around $175K and says its "Still Bullish"

Today on MCG by @fomo @MetaDAOProject 12:30 - Trader Radio w/@AvgJoesCrypto 1:15 - $MANCER @MancerXYZ w/@MichaelHirsch Trade with MCG on fomo: Follow - AJC Follow - Dom Watch on YouTube:

I too have seen a PDF floating around, so I’m pretty sure it’s the same one Nick is alluding to. If so, it really is a nothing burger and not sure why it’s being hyped up as “devastating news.” The PDF is just about how a large portion of bonding curve volume on launchpads is driven by bots/wash trading. Any successful launchpad with retail flow will exhibit this behavior as, unfortunately: More retail flow = greater opportunity to extract. Importantly, the PDF shows NO link that the actual launchpads themselves are doing the wash/bot trading themselves. If this is somehow news to you and you were unaware that permissionless launchpads are the perfect environment for scams, bots, and wash trading, then idk what to tell you.

$PONS just generated $1.34 MILLION in revenue today and the day isn't even over this is while Robinhood chain has cooled down over the last few days yet $PONS is still sitting at: - $201.96 MILLION annualized revenue - $434 MILLION market cap - $3.7 MILLION in the buyback wallet and that buyback wallet is still rapidly growing all of that capital will TWAP into $PONS on the open market while new revenue continues flowing in faster than the buyback wallet can even be depleted let that sink in this is a protocol generating over $200 MILLION in annualized revenue trading at just a $434 MILLION market cap a multi-billion-dollar protocol trading for pennies on the dollar $PONS remains the most underrated protocols in all of crypto how much longer can the market ignore this?

Pons is a token launch protocol on Robinhood Chain. Token launches starts on a bonding curve and end in a Uniswap v4 pool with liquidity locked for good. Their B-1 Token Transparency Filing received no gaps. $PONS has been live since July 13, 2026.