100 launches on orbio. 56 connected the mcp. each token earns its own AI balance from its trading. 400+ models, plus tools for x, instagram, tiktok, web search, scraping, onchain reads. the agent spends it directly, no card, no human in the loop. sdk, mcp, plugin and api docs are live. we believe an agent that cannot pay for itself is just a demo.

Pendle integration into Agentic launchpad in a single day. A month ago i was in telegram chats speculating on all the potential outcomes robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 could have because the token design is so elegant. An agent launchpad paired to Orbio to self-fund inference was the delusional bullcase and here it is. Thank you to those who helped me form conviction on this one, see you at 1B.

Introducing Orbio Agentic Launchpad Launch a token, and it funds its own intelligence. Trading fees turn into tokenized CREDIT the agent spends on models, X, web search, scraping, onchain reads, publishing. First 100 launches start with $10 of inference on us. No keys to top up, no human in the loop.

RWA meets LLM, now on Pendle. Introducing @orbiodotso ORBIO (Oct 2026 maturity) on @RobinhoodCrypto Speculate, trade and/or fix universal AI credits and points earned by staked ORBIO 👇

Many are calling ecosystem tops across the board. "Robinhood/Stonk is dead, the trade is over." Some perspective: a single coin, PEPE, hit $1.7B in 21 days. Not its all time high, just its first leg. Today, every token on @longdotxyz and @LaunchOnSF combined, platform token included, is worth less than half of that. Two novel ecosystems, together, are still smaller than one memecoin's first three weeks. Zoom out. The room to run is bigger than the daily candles suggest.

projects building on orbio include: - app store for agents - market intelligence layer - investment narrative signal finder - arena where agents play games on their own - private ai workspace - ai business auditing platform. not a bad start for a 3 weeks old project

Today's research firms cover crypto at the majors or protocol level, leaving onchain traders with little insight into the day to day rotations. Introducing Sparsity We track what they miss: daily wallet flows, holder strength, and attention metrics across the trenches. All research is free, brought to you by @0xkioto and @ArtofConviction

Lots of discussions on the timeline about how monetary premiums for L1 tokens like ETH & SOL don't make sense, and how flows converge toward assets like ZEC etc... Another angle in this discussion is the emergence of assets that act as money in their own niche. This is more apparent on Robinhood because there is no native L1 asset there. AI emerging as a base asset for tokenized stocks on @RobinhoodApp is one of the most assymetric bet there is.

LongX Update with an additional bootstrap support ~10% of LongX TVL is now paired with AI, equal to $200k worth of LongX Spot perps added to the AI liquidity network. Here’s what that means for AI: More activity on NVDA3x, OpenAI and Anthropic pairs drives buying demand for AI. As NVDA gains value, leverage amplifies those gains in NVDA3x, strengthening AI’s link to NVDA. And as OpenAI and Anthropic pre IPO perps gain value, AI’s backing grows with them.

This will likely be a step forward toward in-kind redemption and voting rights, likely on how they manage dividends. In-kind redemption and voting are extremely bullish for LONG eco, but few get why. Here are a few reasons: - The quote asset becomes real stock. Every NVDA in the AI pool and treasury becomes exchangeable 1:1 for an actual NVDA share. - This will actually allow a lot more market makers to participate. With redemption, the onchain inventory converts into the real share. Thus they can hedge off-chain and exit by redeeming. - This means that the USDG/NVDA market & other stable / stock pools will likely be more tight. A more tight USDG/NVDA market means that more flows can route through it without slippage, which means that more flows can route through the AI / NVDA pool as well. Because going from USDG --> AI can hop through the tighter USDG / NVDA pool first. This means that the native AI / NVDA pool can capture more flows (and cross pairs like AI/BONER as well as second-order effect, and thus more NVDA gets locked, more AI gets burnt. Flywheel flywheeling. - Stock tokens supply stops being scarce: market makers who can exit by redeeming will create new stock tokens when demand rises. I believe this is why we've seen stock token supply halts a bit lately, and why we'll see novel growth when in-kind redemption is available. - On voting rights, this will likely take more time as there will be some KYC attestation / DAO LLC requirements, but I believe LONG will be the best positioned ecosystem where memes holders will be able to vote on the underlying stocks, and start having real impact. The future is bright, the future is LONG

This chart is measuring the Intelligence of leading AI models based on independent evaluations. On the right side of this graph are the models we had during the last AI meta in 2024, when Virtual ran to 5bn an AI16Z to 2.5bn. Position accordingly 🪐

Yes robinhood chain is topped. The aggregated mcap of all native runners is lower than Bonk alone in Dec 2023. Full data report to put in context the current state of robinhood chain coming soon. early and long

Interesting development. OPEN launched paired to $AI and is trying to become the ecosystem's Convex that owns AI-pair liquidity across the tail, earning the fees and burning OPEN with them. There isn’t much about it yet outside of this blog post though. Not hard to imagine this could be the start of a utility economy forming around $AI — protocols launching paired to it, building services on it, deepening its liquidity, improving its routing, extending it into stocks and credit. The stack becomes: 1) Robinhood rails at the base (robinhood chain, tokenized equities, later on social trading and app listing) 2) Composing with RH eco (Uniswap, Lighter integration with LongX, orbio inference for agentic stuff..) 3) AI native economy, with protocol launching around AI and the long eco and pairing with AI.