K A L E O|Sep 02, 2026 18:33
Lot of people are leaning heavily into chasing the next RWA paired runner.
imo majority of the ones that are new / being launched right now are bundles you'll get rekt on
one other thing to be cautious of is a lot of the RWA pairs have lower liquidity (e.g. look at Microduck vs. Tendies... same mcap, half the liquidity)
makes it a lot easier to send things on the way up, but as soon as you see the first sign of selling makes it a lot more difficult to exit without nuking the chart
all of these points don't mean that every new nameis necessarily bad - just means they haven't seen the same type of consolidation and distribution as we've seen on a lot of established Robinhood names
no idea how high they fly before they see a leg down - but thinking we're about to see a rotation back to established quality names soon and a lot of these newer names take a big leg down in the process
which also means on the other of it, you'll have an amazing opportunity to buy the fear and scoop up names that are actually worthwhile at as high as 80-90%+ discounts before they make a run back to all time highs
just my take
have fun & good luck 🤔🐈(K A L E O)
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