Breaking: Delphi Digital lists @fomo_family as one of the most promising consumer applications for 2026

Is it benchmarking against the billion-dollar giant Robinhood?

I just delved into Delphi's fomo research report, and the core viewpoint is very clear:

fomo has the potential to become the next generation of "gateway" speculative infrastructure, just like Robinhood brought millennials into the U.S. stock market back in the day.

fomo link: https://fomo.family/r/iamyourchaos

But there is a key question here—can fomo really take off?

1/ Short-term competitive landscape: fomo vs Moonshot vs http://Pump.fun

From a data perspective, the battle lines are already clear.

▌Moonshot: Historical peaks are higher, but the trend is consistently downward; in November, fomo surpassed Moonshot in transaction fees for the first time.

▌http://Pump.fun: Still the largest by volume, but the core remains meme coin launch trading, with business expansion mainly relying on acquisitions.

▌fomo: Revenue trend is upward, and product execution is noticeably stronger.

In terms of product differentiation, fomo's path choice is very smart.

Moonshot's approval and listing mechanism cannot keep up in the fast-paced meme cycle, while fomo has taken a more general, chain abstraction path from the beginning, avoiding the risks of a purely meme track.

2/ Long-term imagination space: true "infrastructure"

This is the point that Delphi values the most.

fomo's core advantages—mobile-native execution + social discovery + minimalist UX—this combination can be extended far beyond meme coins into areas such as:

RWA

Synthetic assets

Leveraged products

Even tokenized stocks

Imagine if fomo can really replicate the path that Robinhood took back in the day:

▌Robinhood: Zero commission + mobile-first, bringing young people into stock market speculation.

▌fomo: Chain abstraction + social discovery, bringing a broader retail user base into on-chain speculation.

The key is whether fomo can break through the barriers and reach true mass users. If so, the ceiling for value capture would be completely different.

It is worth noting that Delphi Digital is not a stakeholder in fomo; they did not participate in previous funding rounds.

This kind of third-party favorable analysis is clearly more credible.

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