No time to sit idly on the chain, which assets on Robinhood Chain have a second opportunity to invest?

Original | Odaily Planet Daily (@OdailyChina)

Author | Asher (@Asher_0210)

Recently, the trading activity on the Robinhood Chain has continued to rise, with many tokens completing a leap from small market cap to millions, or even tens of millions of dollars in just a few hours. For users who don't have time to stay on-chain to "hit dogs" and missed the early low-position chips, which projects have already formed clear narratives and community consensus, and may still present opportunities for "secondary entry" in the future?

Below, Odaily Planet Daily takes a look at two popular token launch platforms on the Robinhood Chain, Pons and Long.xyz, focusing on projects with high community discussion and market caps exceeding 10 million dollars.

Pons

PONS: Platform Daily Revenue Close to One Million Dollars

According to GMGN data, in the past week and a half, PONS market cap has consistently soared, rising from a market cap of 35 million dollars to nearly 500 million dollars, and currently has retreated to 440 million dollars.

PONS is the platform token of Pons and is not a Meme coin. Currently, tokens issued through the new version of the Pons contract have transaction fees distributed between creators and the protocol at a ratio of 70% and 30% (the old contract distributed at a ratio of 90% and 10%). Of the fees obtained by the protocol, 80% is used to repurchase and burn PONS in the market, while the remaining 20% is used for infrastructure and team operations. Currently, 29% of the total supply of PONS has been destroyed.

DefiLlama data shows Pons has achieved a revenue of 950,000 dollars in the past 24 hours, far exceeding Uniswap (580,000 dollars) and Flap (350,000 dollars), ranking seventh in protocol revenue.

HMM: Turning Traders' Hesitation into a "Thinking Cat"

According to GMGN data, HMM's market cap retreated to 7 million dollars on August 18, then fluctuated upward, peaking above 39 million dollars, and currently has fallen back to 21 million dollars.

HMM is a cat-themed Meme coin issued through Pons, named after the sound people make when they are thinking or hesitating: "Hmm…". The project personifies the investor's psychology of weighing their order multiple times and struggling to make a decision as a "thinking cat", with the community spreading around the idea that "Billions will think". HMM was initially just a test launch by the Wire Bot developers, which even noted "Test launch, NFA, Don’t buy" at the time of release, and was later taken over and continuously operated by the community.

DELTA: Providing Liquidity Management Tools for Robinhood Chain

According to GMGN data, DELTA's market cap rose from only 2 million dollars on August 24 to over 38 million dollars, and currently has retreated to 18 million dollars.

DELTA (Delta Liquidity) is not a Meme coin but the platform token of a liquidity management protocol on the Robinhood Chain. Users can independently set price ranges through Pools, creating and managing on-chain liquidity positions; they can also deposit LP or unilateral assets through Stakes, and the protocol pools these assets and allocates actual trading fees based on shares, with rewards distributed in WETH rather than through token inflation. The project team can also use the Router to continuously convert a portion of the transaction fees into liquidity according to a preset plan.

microduck: Combining Open Source Machine Duck with NVIDIA Stock Narrative

According to GMGN data, microduck's market cap has fluctuated between 10 million and 25 million dollars in the past week, currently reported at 20 million dollars.

microduck is a Meme coin, with a narrative stemming from Hugging Face's Pollen Robotics' release of the open-source bipedal robot MicroDuck on August 27. This robotic duck is priced at around 399 dollars, stands about 25 centimeters tall, can walk, skate, and stand back up after falling. Due to the product release coinciding with the news of NVIDIA acquiring Hugging Face, the community combined the robotic duck, AI robots, and NVIDIA into a triple hot topic with microduck, though the token has no official relation with Hugging Face, Pollen Robotics, or NVIDIA.

microduck adopts the typical “stocks + Meme” play from Pons V2, issuing a trading pair of microduck/NVDA with the tokenized NVIDIA stock NVDA as the quote asset; it has also entered Uniswap V4 after graduation, with the main trading pool currently including microduck/USDG.

YOLO: Bringing WallStreetBets’ "One Shot" Culture to Robinhood Chain

According to GMGN data, YOLO's market cap rose from only 4 million dollars on August 24, peaking above 21 million dollars, and currently has retreated to 12 million dollars.

YOLO is a Meme coin, derived from "You Only Live Once", with the core narrative focusing on WallStreetBets' iconic all-in, diamond hands, and "life only happens once" culture. The project heavily utilizes classic WSB jargon such as diamond hands, apes, and tendies, and reinforces the speculative experience through a mini-game that "pushes the button to let virtual positions increase, and release to cash out".

Long.xyz

AI: Coin-Stock Meme Paired with NVIDIA Stock

According to GMGN data, AI's market cap rose from only 20 million dollars on August 24 to over 320 million dollars, and currently has retreated to 250 million dollars.

AI (Artificial Inu) is a coin-stock Meme issued through Long.xyz, combining artificial intelligence with the classic "Inu" dog coin suffix. Unlike ordinary Meme coins that use ETH or stablecoins as trading pairs, AI is directly paired with the tokenized NVIDIA stock NVDA on the Robinhood Chain, embracing a threefold narrative of AI, NVIDIA, and dog coin culture.

As AI trading volumes expand, Long.xyz has begun to use platform fees, the AI pairing model, and some of the fees from LongX leveraged products for buybacks, lock-ups, or burning AI, gradually evolving from a Meme coin issued by the platform to the main value-capturing token of the Long.xyz ecosystem. However, AI itself does not represent ownership in NVIDIA stocks, and the accumulated NVDA in the treasury cannot be redeemed by holders proportionally.

BONER: Turning Men's Health Stocks into the Most Direct Adult Meme

According to GMGN data, RYOLO's market cap suddenly surged on August 31, from less than 4 million dollars to nearly 90 million dollars, with a daily increase of over 50 times, currently retreating to 53 million dollars.

BONER is a coin-stock Meme issued through Long.xyz, with its main pool paired with the tokenized stock HIMS of Hims & Hers. Hims & Hers' main business includes men's health and ED treatment, and "Boner" itself has the meaning of "erection", creating a natural double entendre with the token name and paired stock business.

What has attracted more attention about BONER is that its buying pressure once locked in more than half of the circulating supply of HIMS on-chain into the BONER/HIMS pool. During the weekend when the NYSE was closed, on-chain HIMS could not supplement supply through timely inflation and arbitrage, causing the price to surge from about 28.84 dollars at the close on Friday to 132.64 dollars; after the US market opened, market makers issued more tokens to supplement liquidity, and the premium quickly disappeared. Therefore, the so-called “BONER shorting or squeezing Wall Street” is more of a Meme narrative, reflecting the actual limited inventory of the on-chain stock tokens and the temporary failure of the arbitrage mechanism during the market closure, which did not significantly impact the price of HIMS stock on the NYSE.

SPACEHOOD: Betting on the Popularity of SpaceX with a Coin-Stock Meme

According to GMGN data, SPACEHOOD's market cap recently peaked over 30 million dollars before beginning to decline, dropping to a low of 10 million dollars and currently reported at 16 million dollars.

SPACEHOOD is a coin-stock Meme issued through Long.xyz, primarily paired with the tokenized SpaceX stock SPCX, engaging mainly with narratives around SpaceX, commercial spaceflight, and Elon Musk. While there are propagation claims like "the Great Universe Platform" within the community, it is not an official project of SpaceX or Elon Musk, nor does it represent equity in SpaceX.