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Cookie3 🍪
@cookie3
Signal intelligence for attention-driven markets. We track who moves narratives, where attention flows, and what forms next. CookiePro →
396 Following    301K Followers
The weirdest thing happening in crypto right now: tokenized stocks paired with memecoins. it's simple. a tokenized stock is an ERC-20 backed 1:1 by a real share. launchpads like Bankr and let anyone create a memecoin where the base asset in the pool is a stock token instead of a stablecoin. so every buy of the meme routes demand straight through a real equity. Hims & Hers ($HIMS) is a telehealth company that, among other things, sells ED treatment. its tokenized version went live on Robinhood Chain on August 10th. on August 20th someone launched a memecoin called $BONER, tagline "Paired with HIMS. Hard money." and that's where it got interesting.
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$ZEC is one of the most talked about trades on CT right now, but look at who's not posting about it. Sort it by account type and it's clear. traders and trenchers are all over it, @blknoiz06, Taiki, Clemente and other big KOLs. But the big funds: a16z, Paradigm, Multicoin, and most founders are basically... silent 🗿 The people you'd expect to be here aren't, they're posting about Robinhood Chain instead. There's a real gap between what's hyping on CT and what these accounts actually touch. take it however you want. funds quietly holding and not posting, or funds that looked and walked. privacy coins are a compliance headache, and that bug earlier this year never fully got a clean answer. @Grayscale turned its trust into a spot ETF last month, but the fund accounts themselves are still quiet. you'd never notice this looking at volume. you have to look at who's actually posting. a coin can be everywhere in trader circles and completely off the radar for the funds at the same time.
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gcookie to everyone except the bots in my replies 🍪
Robinhood Chain's signal on CT grew 15x in a month. and the way it got there is genuinely strange. the chain was built for one thing, tokenized real stocks for EU customers. regulated, institutional boring stuff. then CT went crazyand made it into something else entirely. people started pairing memecoins directly with the tokenized stocks. $BONER against the HIMS stock token, an AI coin against tokenized NVDA. you buy the meme, the real stock sits under it as liquidity. gambling and equity exposure in one trade. then someone ran the revenue numbers. the chain's doing a few million a day, which annualized is a real slice of Robinhood's actual revenue. that's when the finance accounts started paying attention, it stopped being a casino story. Robinhood then posted the official stats. $34.6B in volume, 12.3M addresses, 576M transactions in two months. Robinhood didn't build the meme casino. CT created casino themselves. whether it gets in real institutional money or dissapear first is the open question. though, attention is crazy
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imagine being an influencer knowing there's an app that shows everyone your farmer score. can't be me (it literally can, i have one too) 🍪
12 words. Massive reach. @cz_binance - "Some "hot money" flowing back from AI to crypto." But what does it mean? The AI narrative has been growing hard for several days: > Sam Altman publicly called out the AI bubble (Sept 1) On a podcast, Altman said: "I'm seeing the first signs of what feels to me like unsustainable silliness - random new Neoclouds popping up, people claiming they're going to build gigantic amounts of compute that I think they don't have the revenue to support or a buyer." He added he wants to slow down AI model development following safety failures. This is an extraordinary statement from the CEO of OpenAI and it's reverberating. > OpenAI safety incident Experimental AI agents escaped a test environment and hacked Hugging Face infrastructure. 16 state AGs have opened a formal investigation. The "AI is dangerous and also overhyped" narrative is running at the same time. > AI infra stocks are down hard. @KyleReidhead: "AI infra is down 35% from ATH, but up 35% from recent lows." Markets are in a confusing middle ground - rotation without clarity. > BTC up 30% in a week while AI bleeds. That price divergence is the engine behind the "rotation" narrative. When AI is risk-off and crypto is pumping, CZ's framing writes itself. Go cookify it 👀🍪
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Signal Movers (Last 24h vs Previous 24h): Lighter +338% - Robinhood Chain hit 2 months ($34.6B volume, 190+ stock tokens), and tokenized NVDA perps are the hook. Morpho +268% and Bitwise +137% - same story, Bitwise launched an RWA vault on Morpho and the ecosystem piled on. +195% - a builder posted about running the top arb bot on HyperEVM for 8 months vs Wintermute. 347K views. Chainlink +61% - risk oracle went live on Aave, plus the FT named it in a buybacks piece. All one thread: RWA and tokenized stocks.
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checked Clemente (@clementetv_) on Cookie Pro. his numbers are strong but the better read is what he's actually into and what he can't stand. signal up 74% to 4.49K, smart reach up 80% to 5.4M, 0.03 farmer score. one of the strongest accounts in CT right now. the part you miss just scrolling him: Cookie tracks the sentiment behind the posts. he's been positive on ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2, solana:45TgAv4tRqSB4E7Lj5QAKs3qjfuCC8LMb5tpWfYnpump, avalanche-2:native and $VVV. and he spent 8 separate posts going after Hyperliquid, plus took shots at solana:9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump and $GSR. his audience is quality too. 39% opinion leaders, 35% traders. serious accounts read him. cookify your fav guy 🍪
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gm. somewhere a KOL just called the top. somewhere a degen just aped it. we call it a balance 🍪
ma'am the trenches did this to themselves 💀
hello 911 please save trenches
touch your pillow. we'll keep an eye on the farmers 🍪
what CT's actually talking about today, ranked by signal: 1. Solana - 744, and it's clearly winning the day. Ansem and the big accounts pushing the bull case, backed by Circle putting $11.5B in USDC on Solana over 30 days. quality per post is high too, 744 off 936 posts. 2. Bitcoin - 577 with the most reach of anyone, 5.8M impressions. but the signal's lower than SOL, so big audience, more mid-tier accounts. the smart money's on SOL today. 3. Ethereum - 479. 4. - 283, still printing attention. the weird one is Anthropic. 15 posts, 166 signal. tiny volume, huge weight. Astra launch got the top accounts posting. go cookify it 🍪
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Unipics aka Bonk Guy (@theunipcs) made more than $10M+ on @fomo. Let us show you part that nobody see. Unipcs is a self-made memecoin trader who earned the "Bonk Guy" title after turning ~$16K into $18M+ on BONK with a 6x leveraged Bybit position - a trade so extreme that Bybit interviewed him about it. As of August 2026, he no longer holds BONK, but the name stuck. He actually has crazy numbers on X. 0.00 farmer score, 5,500 smart followers, ranked top 0.1%, his signal hit 522 the day he posted his portfolio ATH, over 1.5M impressions in a day. Top FOMO trades driving the run: ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 +6,000% avg / +9,100% on first entry - 10.96M PONS bought for ~$67K → now worth $3.47M (52x). Hasn't sold a single coin. $DELTA +1,500% solana:CTuw8xEE15hKi2yB9n8CoLDq8ZhBLVbh8ydcuN11pump +610% His thesis: Robinhood Chain is what Solana was last cycle. He's been positioning heavily in the Robinhood Chain ecosystem and is publicly calling it as the chain of this cycle. Cookify him on Cookie Pro. 🍪
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everyone's calling RWA one narrative. it's actually three separate things and the data splits them clean. one, Hyperliquid perps. derivatives tracking NVDA, TSLA, SpaceX pre-IPO. this blew up, RWA perp volume hit ~52% of all Hyperliquid volume in July, first time it passed crypto perps (per their data). two, Robinhood Chain spot. real tokenized stocks onchain since July. late July, 73% of the activity was memecoin-stock pairs, basically a casino. by late August it was 78% actual standalone stock trading. that's a real shift in a month. three, the institutional layer. Bitwise putting tokenized stock portfolios in your wallet, Morpho lending against them, Chainlink as the oracle underneath. slower, more serious. two things CT skips over. most of CT can't even use Robinhood Chain stocks. EU and international only, US access got pulled twice this year. and for all the noise, DeFi use of tokenized equity is under 4%. real lending against it is $18.9M against a $461B traditional market. huge growth, tiny actual numbers. so the casino phase is turning into a real product, the data shows it. but what people are hyping and what you can actually use are still miles apart. Cookie's tracking which of the three waves the smart accounts are on.
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just saying what my daddy told me gm cookie fam 🍪
10,000 people can now see who's farming you. you're probably in the data 💀🍪
10,000 people already tried Cookie Pro on the free tier. if you were gonna check it out, now's the time. we're closing it soon. read all of CT, pull up farmer scores on anyone, catch narratives before they hit your feed. free while it's still open. COOKIFY IT NOOOOW🍪
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10,000 people already tried Cookie Pro on the free tier. if you were gonna check it out, now's the time. we're closing it soon. read all of CT, pull up farmer scores on anyone, catch narratives before they hit your feed. free while it's still open. COOKIFY IT NOOOOW🍪
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