Founder Ali (who sold domain marketplace Dan.com to GoDaddy for ~17M USD in 2022) and co-founder Reza (a 10-year quant portfolio manager, ex-GSK AI pharma work) run Argon AI, an AFM-registered hedge fund in the Netherlands: the flagship strategy has done ~80% since going live in 2024 (about 23% annualized, Sharpe 1.8-1.9) and the opportunistic strategy is up ~60% this year, with ~5M USD in the fund and the founders' own liquid net worth inside it. WallTree is the on-chain retail branch — a utility token giving holders access to that institutional research and, eventually, autonomous copy-trading of the strategies. It launched via Virtuals' ACF mechanism (auto-selling 25% of team tokens at market-cap steps), the team bought 35% of the float pre-launch, and team tokens carry a 12-month cliff then 12-month vest. Endgame: a 'pocket CIO' — a trustless, permissionless, autonomous strategy layer for tokenized-equity portfolios.
Co-founder George (24, Stockholm, ex-Tele2 network engineer) and new biz-dev hire Candleman (ex-Weave, the Aerodrome precursor on Base) pitched Longbow as the only real credit protocol on Robinhood Chain — non-custodial and built on Morpho's immutable contracts — letting users borrow against stock tokens, PONS, CASHCAT, even NFTs, with an on-chain credit score system they say has never existed on an EVM. Early metrics are tiny but organic: ~307 borrowing transactions, ~7,000 USD total volume, a vault just under 26K and ~4K TVL, with 10% of borrow interest becoming a protocol fee split 35% treasury / 30% vault / 25% buyback-and-burn / 10% stakers. Post-interview, Dom flagged the BOW chart ran 140K to 2M on front-running of the MCG appearance and is now selling off on the news — 'I need to see more numbers and the dev docs before I bid this'; George says he is ~95% doxxed with docs coming in the near term.
Auryn (as-transcribed 'Arvin'), of Gnosis Guild — the venture studio spun out of Gnosis in 2023 — walked through Interfold, an FHE 'co-processor' where verifiable committees of node operators run distributed key-generation and compute over shared secret state: sealed-bid auctions, secret-ballot voting, and data aggregation (e.g. medical research) where nobody ever takes custody of plaintext. Vitalik Buterin put 16 ETH into the private sale, reviewed the first whitepaper, and remains 'a community member like everyone else.' FOLD launched via Uniswap's CCA batch auction with pre-seed/seed/legion/CCA supply fully unlocked; team tokens unlock linearly over 24 months and Gnosis Guild plus the Interfold Foundation over 48 months, both starting September 1. The token is the economic-security bond node operators stake alongside a stablecoin, earning the bulk of request fees. The Interfold DAO dogfoods the first E3 run, with an Aragon pipeline of orgs waiting on private voting.
Chill walked the cycle thesis: last cycle was a 'little bull' inside a bigger structural uptrend whose bottom was the 15K capitulation, and he thinks the real 'big bull' is still ahead. Dom shared his screen with an expansion/contraction chart — each cycle's expansion compresses by about a third (7,000% to 1,900% to 722%) and drawdowns shrink (83% to 77% to 54%), which projects a ~58% top-to-top move and roughly a 238% move from the bottom, i.e. BTC near 200,000. Near term, Josh is watching the 82-83K top of range for a rejection or liquidity sweep, with Dom's 2-day fair-value gap around 73-75K as the place the next higher low forms; both have dropped the sub-60K target.
Josh pulled up AI's chart — new all-time highs, roughly 40M market cap — and noted the token now accounts for about 17% of all tokenized Nvidia on Robinhood Chain, calling it the 'first RWA meme coin' driving tokenized-stock adoption on the chain. Chill's framing: AI has decoupled from what Long.xyz does and is being priced as this cycle's dog runner — 'just like cash cat is the meme of Robinhood, AI is the meme RWA pairing' — with the Nvidia vault as a bonus. Both expect the slow grind to continue.
Josh pulled up the PONS chart — 'look at this freaking chart' — as the token printed fresh all-time highs near 100M. Discord-cited numbers drove the segment: 100.13 ETH burned in the last 24 hours (~247,000 USD, 0.26% of supply), and nearly 7M USD burned over 30 days (7.22% of supply), with the token trading at roughly a 0.8 price-to-share ratio. At that rate, over a year the burn would remove more than 100% of supply — the buyback machine the hosts say the market is finally pricing in.
DELTA's TVL 'jumps like crazy' — $580K earlier in the day with ~90K in fees, and the hosts watched it cross 100K in fees within a couple of hours on air. The pitch is comps: Meteora spun off ~120M in revenue in 2025 on 1.2B in fees and 30B of volume, and DELTA is the only DLMM layer on Robinhood Chain — so Dom's conservative case is 50-100M in revenue down the road. Targets: a slow grind to 15-30M market cap first, with the explicit warning 'do not hold to 100M — scale out.'
HOOKER is trading around 4.4M, and Dom retold the pattern: it ran 300K to 800K into its MCG appearance, dipped to 418K on sell-the-news, then ripped to over 4.3M — his lesson being 'don't fade novel primitives,' with the leverage-liquidity hook (borrowing against your own LP, native leveraged longs) as the new primitive. Zaps is the underlying one-click execution layer — Nodar's ZapperFi concept that raised ~16M from Mark Cuban, Ashton Kutcher, the Aave founder and Coinbase — and trades as roughly 15-20% of Hooker's market cap, spiking when people feel they missed Hooker. Dom holds both.
NETNET sits at new all-time highs — around 48M FDV with ~4.2M circulating — and Josh passed along word-of-mouth (flagged 'don't quote me') that AI Dunlap's team is working with Robinhood. INDEX broke out of a multi-week range: Dom showed arrows where Vlad Tenev officially followed INDEX (it 'candled all the way to 60 mil') and then shouted out the RWA sector on a 500K-view finance podcast — now consolidating at range top. Dom also walked his DTF trade: the decentralized-ETF token from the original Olympus DAO dev, where he went in for a quick 6x overnight and is now DLMMing a spot-bid range on DELTA instead of top-blasting — 'if you had $10 and DLM'd it, you'd have $12.' DMND is the first multi-chain variant on his radar.
VEX (1,000+ users) is Dom's agentic-finance watch: he bought near the bottom after Robinhood's agent-API video, sold around break-even when the narrative didn't move, and it is now up ~100% from the bottom — 'top of the list if the agentic narrative takes shape.' STONK is a big bag for Dom on the Solana RWA-exotics narrative ('first protocol to bring exotic pairings to Solana,' strong buyback-and-burn), with him 'almost 100% sure' Radium is behind it, while calling the team's transparency the weak spot. SPACEHOOD (600K) is the only other token Long.xyz founder Nate owns — with on-chain sleuthing live on air confirming the fee-receiver wallet is the Long.xyz deployer. STAX (an RWA NFT) has burned over 25% of token supply (13% of NFT supply), and the PONS founder changed his profile picture to a STAX NFT. PUMPCADE got its US gaming license approved (dollar USDC usage) plus a FOMO integration.