Dom opened with Adam's Dune dashboards: 24-hour DEX volume crossed $1B for the first time, nearly $1.22B, after clearing $900M the day before. Gamepoint launchpads did $438M of that volume yesterday — an all-time high — and RWA volume eclipsed $200M for the first time. Wave-two leaders are blowing past their wave-one highs: PONS at $300M, AI at $170M (it tagged $222M overnight before pulling back), CASHCAT around a quarter-billion. The read: the whole chain is on a pullback after the run, and the hosts framed the dip as an entry, not an exit.
Markiplier took an 8.5% stake in GoPro worth roughly $16M, sending the penny stock up 50% today — and Sunrise made it tradable on-chain via Stonks.fun. Dom said he bottom-ticked STONKS around $5M and watched it run to the $35-40M zone, calling the actual short squeeze in the equity (GameStop-style) different from the HIMS episode, where only 15,000 on-chain tokens deep-pegged from the stock. His framing: it doesn't matter which GoPro token wins — five, six, seven beta listings all minted millions in volume, and Stonks.fun collects on every one. Josh argued Pump.fun can't economically follow: RWA liquidity seeding, securities licenses, and 1:1-backed structure (Sunrise) would cost billions, and Pump is focused on the launchpad war with FOMO, not RWAs.
Asked whether CASHCAT stays relevant without a stock pairing, Dom said yes — it's paired with ETH-USDC, and Robinhood chain needs a billion-dollar meme runner on a major launchpad to prove the venue is bigger than Base ever was. The metric he'd watch: whether CASHCAT builds traction inside the main Robinhood brokerage ecosystem, outside crypto Twitter. Same test applies to every on-chain meme that gets listed, he argued — resonance beyond the bubble is what turns a coin into a cult.
Memory Cow (MOO) ran from the ~$560K zone to a $20M high after Fern soft-shilled it, and now sits around $10M — with Dom calling sub-$7M value territory and saying he still holds a significant bag. He framed it as a long.XYZ ecosystem play: AI (now ~$171M, off the $222M overnight high) is the alpha, BONER is the resilient leader at ~$51M, spacehood peaked near $17M, and when AI recovers the eco should outpace it. LIGHTER partnership integration is starting to show, he said, and rotation down the risk curve from $200-300M leaders is the bull case for these ecosystem memes.
Sri's August recap, mostly overlooked at 26K views, was the Metta Dow sponsor slot: banking partners migrated in a key emerging market, a first card processor is going live, and Credible is gearing up for a SOC 2 Type 2 audit with external auditors engaged to start publishing financial statements. The golden ticket, per Dom: profits are being routed to the treasury and a strategy to reward CRED holders is being finalized — the first time a real business' on-chain profits hit a treasury, tracked on OneResolve. He pegged the token at roughly 3.5x price-to-earnings with NAV around $10M, and called it a hold for years, not a three-month flip.
Founder Misha launched Season 1 of the bb7x prediction arena on Sept 1: nearly 6,000 unique-wallet agents auto-predicting BTC up/down nightly, with ~40% of supply staked to create agents (currently near-free at under a tenth of a penny), 1B rewards dripping, and a newly onboarded market maker. A market-maker deal means fee revenue plus WEALTH, which the protocol will use for buybacks — it burned ~7% of supply earlier this year. Best agents win USDC prizes at month-end, then mainnet flips on in October. Misha also addressed the ambassador-reward drama: a wallet compromised years ago backdoored his rewards distribution (0.5% of supply via Team Finance); he's re-vesting the remaining half-season. On chains: the whale chat voted to migrate to Robinhood chain before Base bounced again, and he's weighing a tokenize-agents protocol he acquired on Robinhood chain.
Al Dunlop broke down the three revenue drivers — a 5% trading tax, bonding, and mint fees — plus a fourth that's quietly overtaking them: the games. Yesterday's subway runner took a $10 entry and $100 leverage, racing your own liquidation; backed by ~$15K, it added almost $100K of Nvidia to the treasury and paid out over $120K in prizes, with one 1/1 loot NFT selling for $50K. The Button — $1 to press, 1-in-2000 shot at an Nvidia pot — drew 70K+ wallets and 60K+ NFTs minted, briefly #1 weekly volume on OpenSea. Gear loot doubles as character keys for the upcoming game (2,000+ characters already minted), and Dunlop demoed a full MMORPG built on net net rails — an asset-accumulation engine where gear supercharges play-to-earn. The subway game doubled Robinhood chain's gas price with ~100 games created a minute; the plan is to open the Legos so third parties build frontends (a fishing game already launched on the rails), with a no-loss lottery next.
Dom pushed back hard on Delta-vs-ve33 comparisons — Delta is a dynamic liquidity market maker, not an emissions-driven ve33 DEX like RAM or UP. RAM's numbers look great at $8.8M (though he wants to know if it's one token or three across chains — they're on the show this week), UP has kept inflation remarkably low, and Prologue's 1/10-float math implies a ~$480M FDV. His point: every ve33 says its numbers are great, but until you strip out emissions-funded LP incentives you can't see organic volume — Delta, at $17, is the cleaner sit. Elsewhere: HOOKER is the before-hooks proxy (bet on Nodar and trade.fun integration, narrative still 1-3 months from real products), HOOD10 — an index of the top-10 RH tokens — got called 'auto-rebalancing, you're cooked', SZR's Uniswap v4-hook rising floor (~$400-450K) earned it 'probably one of the better trades', and Kate coin was a pass at $29M.
On the majors, Dom read the flush as profit-taking, not a regime change: Bitcoin's reaction to the test was weak, pointing to distribution into reaccumulation with a possible shake toward the $64-64.5K range; Ethereum looks stronger still, and Solana is the strongest — likely to bounce first. The structural case: Robinhood chain's throughput is capped (NetNet's game doubled its gas price — fine for DeFi, not for consumer apps), so activity returns to Solana 'in a few weeks, months', and the hosts' 18-month call is two players — Solana and Robinhood. They also flagged bridge-strain notifications as evidence of liquidity flows, called memes the window for RWA capital (short-squeeze stocks, board seats) rather than the product, and dismissed indicators entirely — naked charts, volume, and supply/demand.