Greeny closed his ~$10K CASHCAT position yesterday for a small loss, citing AI at $300M, PONS at $450M and other tokens drawing the bid away. He sees two scenarios over the next week or two: price expands higher or breaks down from the prior all-time high, noting most tokens historically fail the retest. On a breakdown he would look for a short, and on the larger corrective move the Golden Pocket sits around $150M — his watch level to re-enter for the next leg up. The token still has 100K holders, but more people now hold AI, PONS and BONER than CASHCAT.
Greeny's greenie-alpha of the day: NET, a 'reserve manager' token tied to the Robinhood Chain ecosystem, sits in the top 10 of revenue-backed tokens for 24h revenue — just below PONS, which flipped Robinhood Crypto with $981K in 24h revenue. He sized up near a $72M FDV yesterday, staked the bag and earns roughly $50/day in rewards (8-hourly USDG payouts, ~$62 earned in 24h on a ~$5K position, next distribution 28 USDG). FDV is ~$91M against an ~$8.9M market cap with 90%+ staked; Chopper flagged it at a $2M FDV. He bought another bag live on the show. Educational only, not financial advice.
Craig's kitchen pick is an RWA incubator running on two chains — Robinhood Chain (~$1M cap) and Solana (~$420K) — that got in early to STONKBROKER, 'index' (as-transcribed), BREAD and MANSA. The team controls roughly 55-60% of supply, the treasury is 'sitting pretty fat', and 90% of fees buy BREAD and RWA assets, with distributions to holders planned. The beta site (V2) launched yesterday and goes public today. Craig has been in since the 7-10K cap days and stays patient at $1M, planning to scale out through liquidity pools rather than clip the whole position.
The STONKBROKER ecosystem corrected overnight after a violent run — Craig noted it was ~$25M recently and had pushed past $70M before dropping back, and Greeny says it is at $58M this morning. Greeny sold yesterday on weakness and is roughly break-even after sizing into the dip; he said earlier in the show that if STONKBROKER pulls back to $40M he would much rather add there than hold CASHCAT at current levels.
MANSA ran to ~$20M 'almost out of nowhere' and Greeny's late entry (sizing up near the top yesterday) forced a de-risk — he thinks it needs time to cool off. MANSA's NFT hit an all-time high in recent days and he listed one at ~4.5 (as-transcribed 'four, four, five'). YARD bounced today: Greeny is still in, up ~30% on the position with a better entry, accumulating the downtrend and calling it 'a little cinder' that could get a third or fourth leg.
Greeny's 'Stonkbroker play but on Solana': he entered OTC at a $400K market cap, it ran to $7M yesterday, and he banked $2.7K at the $6-7M area while still holding a ~$6K position — about $10K total profit, up 800%. It pulled back to the 78.6% fib on the swing at ~$2.2M this morning; he considered rebuying and chose to sit out. 'Pay yourself' was the theme as he compared himself to traders who hold million-dollar bags they structurally can't sell.
DELTA reached ~$12K unrealized P&L for Greeny before dumping back to a $20M then $18M cap on FUD that the project is 'just a Uniswap wrapper'. He is completely out: 'as a trader, you want sentiment in your court — if sentiment's not in your court, it's not good.' He pairs it with the cautionary tale of Min (as-transcribed) who was up $500K on a 'cyber league' position, never clicked sell, and has now started de-risking live on the timeline.
Stock-pegged tokens — some 'reflective' and paying airdrops for holding — are the hottest meta in crypto. BONA, pegged to HIMS, reached $70M overnight; CETS (as-transcribed 'sets', on BNB) pays out in digital gold and ran from $4M to $30M (Hugo fumbled it at $4M); 'copper inu' (as-transcribed) went crazy; REDACTED ran to $5M before big sellers and vampire attacks — Greeny banked ~$6K there. The quote he agreed with, with caveats: 'find the largest pairs for each asset, blindly hold them. In such a meta, betas won't have a chance.' Greeny's counter: don't blindly hold, click sell. Vlad Tenev engaging crypto Twitter (ear-emoji replies, quote-tweeting Solstice) and the Robinhood app going live (stocks, US only) are read as bullish for the whole complex.