Here's why I'm bullish on up-2:native.
> Best veDEX tokenomics. They pay emissions just slightly more than the LP fees that go to veUP voters.
>This means there's much less inflation compared to other veDEXs.
> If the price of UP goes up, they don't have to release as much UP to LPs.
> Already have initial product-market fit and pulling great numbers
> DEX volume numbers and revenue are better than a lot of other smaller vDEXs when they first launch
> Doxed dev. Worked on Aborean DEX on Abstract. Been in crypto since 2017. Seems well-connected.
> Featured on Binance Alpha
> veUP APR is quite good and might rise over time as Robinhood chain gets more volume
> There are quite a lot of veUP lockers, circulating supply has been flat over the last few weeks.
> Founder knows how to do marketing too, going on podcasts and stuff.
> Built by someone who deeply understands DEXs, veDEXs, and their pros/cons.
> More features in development that has not been shared yet
> No VC.
> Robinhood chain is likely to grow over the next 1-3 years. Likely surpassing Base.
> Native dapps tend to get better treatment from the people that run the chain.
> Still very new so no exchange listings yet. Paying for listing fees isn't a problem either because protocol is generating revenue.
> Growing revenue and TVL if you zoom out.
> Still holding up decent numbers despite little action on RH right now.
> Already partnering with a lot of projects. Integrated with DEX aggregators too.
> Trades at a much better value compared to veDEXs like AERO.
> A lot of people don't do research and fade it because of high FDV number. mcap matters more in this case.
Up only season.
Here's why I am very bullish robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 even though the chart is down right now.
> Delta shapes Uniswap LPs into DLMM shapes like Bid/Ask and Curve.
> This is really great for high-volume pairs because it gives us more flexibility as LPs.
> For example, Bid/Ask LPs work really well for higher-risk high-volatility tokens. That's why a lot of people use Meteora to farm new coins on Solana.
> Because they're built on top of Uniswap, they don't need to attract their own liquidity or volume. They can just focus on UX/UI.
> Contract audited by Sherlock.
> Strong team that knows how to DLMM profitably.
> Great products are often built by people who are trying to solve their own problems.
> Already has initial product-market fit.
> At just $5,638 daily rev, that's ~$2m per year.
> That's not even their peak daily revenue. Robinhood chain activity will only grow from here into the bull run.
> They're buying back and buring robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 with 80% of their revenue.
> 0.432% of supply burned already. This will only accelerate.
> Buybacks have an outsized impact on lower-market-cap coins. See robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 and $STONK.
> Recently hired two new devs to accelerate development.
> Launched on PONS. Free marketing when they pump.
> A lot of people are still fading it because they don't understand how bullish this is.
> Potential to be a multi-chain protocol. They can just deploy on chains that Uniswap is doing the best on.
> Not a meme and trading so cheaply. It has staying power, which is great for longer-term LPs like me.
I could always be wrong but I think this will age quite well.
gDelta.