CodeMonkey Mike

Which company dominates the market for chips used to train AI models?

13 minutes ago | [YT] | 0

CodeMonkey Mike

Robinhood chain has a king problem. Everyone has a different pick.

CashCat has the exchanges and the name Robinhood almost used. Tendies is pure degen chaos at a $17M cap. Hoodrat is the Matt Furie play.

If you had to put your whole meme bag on ONE Robinhood chain coin for the next rally, which one are you riding?

1 hour ago | [YT] | 0

CodeMonkey Mike

June CPI printed negative 0.4% month over month. Biggest one month drop since April 2020.

Everybody wants to call that a recession warning.

I think it is AI productivity showing up in the data, and it ends in zero rates without a single catastrophe.

#macro

1 hour ago | [YT] | 0

CodeMonkey Mike

I am going to say the unpopular thing about the Robinhood chain memes, and I say it as somebody who is holding some.

There is nobody left to sell to.

That is not a bearish price call. It is arithmetic, and once you see it you cannot unsee it.

Robinhood launched its own chain on July 1st. It was pitched as the place tokenized stocks would live. Nine days later the memecoins had taken the whole thing over. The Robinhood chain meme category is running around 200 million dollars of market cap while the actual tokenized real world assets on that chain sit around 12 million.

That part is genuinely funny, and long term it is genuinely bullish.

Here is the problem right now.

More than half of everybody in crypto is checked out. They sold, they went to cash, and they are not coming back until October because a four year chart told them to. So when a Robinhood meme pumps, there is no new money showing up to pay for that pump. It is us. We are trading against ourselves.

Watch what already happened with Cash Cat. It went from around 10 million to 100 million in a matter of hours and peaked north of 150 million. Everybody who bought that top got fed by everybody who bought the bottom. Then it came back to around 80 million. So now there is a large group of people who are down, burned, and completely done with this meta.

Those people do not rotate into the next one. Every pump on that chain has a smaller pool of hype left to absorb it than the pump before it did.

So what do you actually do with that?

I am not telling you to sit it out. I am telling you to size like there is no cavalry coming. Small amounts, spread across a few of them, and be honest with yourself that this is a lottery ticket and not a thesis. Put 100 dollars across 10 of these, lose on nine, and one of them doing a 100X still wins the whole basket. That math works. What does not work is treating a 50 percent pump on no new retail like the start of a bull run.

For what it is worth, the one I would not laugh at is Cash Cat. Not because the art is good; the art is a static picture of a crying cat. Because it is the only one on that chain that actually went out and got itself listed. Roughly half a dozen exchanges now, plus perps on Binance. Every prettier coin on that chain has zero. That is the only real edge on the chain right now.

And the real unlock is still ahead of all of it: the day Robinhood puts one of these inside the retail app, next to the button people already use to buy stocks. That is the floodgate. Until then we are a closed room trading with each other.

So what are you actually doing: sitting the meta out until October, or sizing small and taking the lottery ticket? Tell me in the comments. Subscribe if you want the read that does not just pump whatever is green today.

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16 hours ago | [YT] | 12

CodeMonkey Mike

Bitcoin is a single chain of blocks. What structure does Kaspa use instead?

18 hours ago | [YT] | 1

CodeMonkey Mike

Robinhood built a blockchain for tokenized stocks. In 9 days, memecoins hijacked it: over $560M in daily volume, a cat named CashCat up 2,158%, and tokenized stocks sitting at a whole $12M.

Everyone smart is calling it a casino. Maybe. But the last casino that looked exactly like this was Solana in 2023, and that casino minted a generation of gains.

So what is Robinhood chain actually going to be?

19 hours ago | [YT] | 0

CodeMonkey Mike

There is exactly one bullish catalyst on the crypto calendar between now and October, and almost nobody is watching the clock on it.

It is not a Fed meeting. It is not an ETF. It is a bill that has been sitting on a Senate calendar since May, and it has about three weeks to live.

The Clarity Act cleared Senate Banking 15 to 9 on May 14th. Since then, nothing. No floor vote scheduled. A merged text that was supposed to drop in mid July still has not landed. August 7th is the last day before the Senate leaves for recess.

Why does that one date matter so much?

Because Clarity is exactly what the name says. Every institution sitting on the sidelines is not sitting there because they hate crypto. They are sitting there because nobody can tell them what they are allowed to do. Give them clear legislation and a large amount of that money finally has permission to move. That is the catalyst this bear market has been starving for.

Now here is the part that should worry you.

What is holding it up is not crypto policy at all. Democrats want an ethics provision that stops public officials from profiting off crypto they sponsor or endorse, and the reason they want it is that Trump's own annual disclosure showed more than 1.4 billion dollars in crypto income last year. Around 635 million in Celebration Coins royalties. Around 527 million from World Liberty Financial token sales. The White House will not swallow the provision. The Democrats will not drop it. The bill needs 60 votes, which means it needs at least seven of them.

In mid July those talks collapsed and a group of Senate Democrats came out publicly calling the bill corrupt. Prediction markets that had this around 70 percent dropped into the low 40s.

So it is a tug of war, and the rope is our summer.

If it passes, that is the bullish catalyst, and everybody who checked out until October misses the front of the move.

If it does not pass before August 7th, the calendar gets ugly fast. Recess, then September, then campaign season, and the realistic next window is 2027.

I am still leaning bullish, because I do not think this market needs a perfect outcome to run. Bitcoin has been refusing to break down through months of genuinely bad news, and that tells you who is left holding it. But this is the one date I would actually put on the wall.

Three weeks. That is the whole setup.

Is the Clarity Act getting signed this summer, or are we doing this all again in 2027? Drop your call in the comments. Hit like and subscribe if you want the macro read the four year cycle crowd is not giving you.

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19 hours ago | [YT] | 5

CodeMonkey Mike

new profile image?

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2 days ago | [YT] | 38

CodeMonkey Mike

Everybody is staring at red candles and missing the single most bullish setup in crypto right now.

It has nothing to do with the Bitcoin chart.

Robinhood launched its own blockchain. It was supposed to be for tokenized stocks. Instead, memecoins took it over: over half a billion in daily volume, a cat named CashCat up 2,158% in a week, and a whole basket of tokens minted by regular people.

Now here is the part that matters.

Every one of those coins today still makes you bridge your ETH over and swap on Uniswap. That filters out 99% of normal people. Your uncle who buys Apple stock on Robinhood is never opening a Web3 wallet.

But Robinhood already has the chain. They already have tens of millions of users. The only missing piece is a buy button inside the app.

The day that button ships, stock retail and onchain memes collide with zero friction. No seed phrase. No bridge. No fear. Just tap to buy, the same way they buy Tesla. That is not a 2x catalyst. That is a floodgate, and floodgates do not open twice.

This is exactly how fortunes get made in an ugly market. Not by waiting for the chart to feel safe. By being early to the plumbing while everyone else is crying about a red week.

And getting in is already easier than people think. You do not need to wait for the app. Download Uniswap on your phone, swap cross chain, and you are holding these coins in about two minutes. I did it. People in my community DM me every day asking how, and every time the answer is the same: it is easier than you think, stop being scared of a new button.

Now, I am not telling you to bet the house on a chicken-tender frog. Most memecoins go to zero. We are still in a bear, still waiting on the Clarity Act to light a real fire under this market. Risk accordingly.

But the mechanism forming here, retail plus a one-tap buy button, is the most important thing happening onchain right now, and almost nobody is talking about it.

So tell me straight: if Robinhood puts CashCat in the app tomorrow, are you buying, or are you calling it a top? Let me know below.

If you want the plays before they are obvious, hit like, subscribe, and I will keep you early.

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2 days ago | [YT] | 9

CodeMonkey Mike

On Ethereum, what is the fee you pay to run a transaction called?

2 days ago | [YT] | 8