K A L E O|Aug 13, 2026 19:58
People struggle to understand the concept of being able to be bearish (at least short term) on Bitcoin, while also bullish on the Robinhood Trenches.
Outliers exist.
Look at HYPE in May & June vs. Bitcoin (see chart below).
BTC went down 30%, while HYPE went up 100%.
So if you're trying to understand how it's possible for me to be posting charts that show Bitcoin going down next month at the same time as showing Robinhood Chain ecosystem assets going up, it's because HOOD is currently where the "hot ball of money" is flowing into.
It has the least exposure to any type of liquidation cascade risks and the most activity / new money flowing into it.
So yes, there are some very simple people out there incapable of thinking critically that just follow the wave of price action like sheep to the slaughter.
There are others that spot these outliers, and position accordingly.
And yes, the simple people get very upset when they're sidelined to whatever narrative is happening that they're not part of and think of any way possible to justify reasons why they're not wrong "it has to be a scam".
When in reality, they're just washed.
The Robinhood Chain narrative is both early and here to stay.
What I've been recommending over the last several weeks is to position yourself for the next month and hedge either way by shorting MSTR and longing winners in the Robinhood Trenches.
I have enough conviction in this thesis that I am willing to continue bull posting through whatever FUD I see.
Why?
Because I don't believe this is a "multi-day" or "multi-week" trade.
I believe this is a narrative that has the potential to be the driver of the majority of the action for the next several years, in a fashion similar to what Solana did toward the end of 2023 and on.
But bigger.
Robinhood has more access to capital, a more recognizable brand name, and the ability to onboard real, "degen" stock traders to crypto in a way that SOL could only dream of.
I've already seen multiple 90%+ drawdowns in names that I own, that have subsequently rallied to do multiples daily.
In hindsight, it'll all be obvious.
For now - be willing to fight against the crowd for something you believe in.
Make holding and stacking high conviction plays great again.
If this is what we've seen the Robinhood trenches do so far in the heart of the bear market when everything else is bleeding out around them, imagine what they'll do when the broader crypto market turns bullish again.
hmm
think about it 🤔🐈(K A L E O)
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