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As the FIRST LONG asset to implement this upgrade, the $MU reserve in MOO's vault has just become a productive asset by being a major LP in MU/USDG pool
This officially makes MOO one step closer to OWNING THE ROUTING NETWORK OF $MU, i.e. the liquidity layer formation is getting fees will be allocated for further compounding liquidity, LP expansion, buyback, etc. to hyper-accelerate the flywheel for $MOO and MOO's overall strategy🐮
This is the outcome of careful discussions and collaborations with LONG team / Nate. There is truly no other team in the space that has this level of calibre and can provide this level of support to its ecosystem👑
Memory Supercyle ➕
MOO coordination & liquidity layer ➕
LONG unmatched liquidity design & support
➡️ Onboarding equity traders onchain for better executions and bigger upside ✅
Maybe it's time to ditch that mental model of $MOO being just a memecoin
Moo that
This officially makes MOO one step closer to OWNING THE ROUTING NETWORK OF $MU, i.e. the liquidity layer formation is getting fees will be allocated for further compounding liquidity, LP expansion, buyback, etc. to hyper-accelerate the flywheel for $MOO and MOO's overall strategy🐮
This is the outcome of careful discussions and collaborations with LONG team / Nate. There is truly no other team in the space that has this level of calibre and can provide this level of support to its ecosystem👑
Memory Supercyle ➕
MOO coordination & liquidity layer ➕
LONG unmatched liquidity design & support
➡️ Onboarding equity traders onchain for better executions and bigger upside ✅
Maybe it's time to ditch that mental model of $MOO being just a memecoin
Moo that
Introducing the community vault LP upgrade.
The next step for LONG stock pairs: becoming the liquidity backbone for tokenized stocks on Robinhood by holding the largest external liquidity positions.
Top LONG pairs already capture 20–40% of their underlying stocks’ circulating nd, concentrate liquidity, and generate substantial trading volume through main stock pools (STOKC/USDG pools for example)
Now, community vaults can put their stock liquidity to work directly in those pools.
By reallocating liquidity into USDG/STOCK pools, stock pairs can become the largest LPs supporting the same stocks their communities are built around, capturing more of the upside from the activity they help create and any general stock activities.
LP fees flow back into the vault, where they can be used to compound the same USDG/STOCK LP position and fund upcoming modules.
From driving demand to providing liquidity, earning fees, and building deeper community-owned liquidity over time.
The rollout starts with OG pair vaults, beginning with the highest-value vaults. We’ll gradually expand access to this feature to all pairs on LONG, including pairs without active vaults.
LONG.
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Memory stocks are ripping again, right after SK Hynix earnings call. It's almost like people were reminded again what the bottleneck still is in the AI stack🤷
And we still have the Leopold basket. Who knows, maybe he really is the chosen one.
- The big three all made y major customer is crying about memory shortage.
- CXMT FUD apparently is all a bluff; even the biggest Chinese AI/tech companies are trying to secure supplies only overseas.
- Micron just announced the development of 3D HBM, the most advanced HBM the world has yet to see.
- And Vlad just hinted the next leg up of RHC, centered around stock tokens.
God wants us to win.
Moo that
Memory stocks are ripping again, right after SK Hynix earnings call. It's almost like people were reminded again what the bottleneck still is in the AI stack🤷
And we still have the Leopold basket. Who knows, maybe he really is the chosen one.
- The big three all made y major customer is crying about memory shortage.
- CXMT FUD apparently is all a bluff; even the biggest Chinese AI/tech companies are trying to secure supplies only overseas.
- Micron just announced the development of 3D HBM, the most advanced HBM the world has yet to see.
- And Vlad just hinted the next leg up of RHC, centered around stock tokens.
God wants us to win.
Moo that
Breaking: Leopold Aschenbrenner's holdings are spiking today
• $MU Micron: +4.3%
• $SNDK Sandisk: +4.2%
• $BE Bloom Energy: +2.9%
• $SHAZ SharonAI: +2.2%
• $NBIS Nebius: +1.6%
$MU and $SNDK make up 50% of his portfolio
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the memory cow retweeted
LONG is now live on @RobinhoodCrypto Wallet, enabling users to discover and use it directly from the app.
LONG.
LONG.
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Here we go again. This time it's Anthropic.
If a company consumes a lot of memory to run its business and its only means of getting it is purchasing from the market, what is the incentive for the said company to publicly state that there is a sustained memory supply rstands that however it tries to spin the narrative, it won't change the reality, and the memory chip makers hold the pricing power regardlessly?🤷
Don't let the short term price action muddle the vision⚡️
The vision is getting clearer though, day by day, only a matter of time.
Moo that
Here we go again. This time it's Anthropic.
If a company consumes a lot of memory to run its business and its only means of getting it is purchasing from the market, what is the incentive for the said company to publicly state that there is a sustained memory supply rstands that however it tries to spin the narrative, it won't change the reality, and the memory chip makers hold the pricing power regardlessly?🤷
Don't let the short term price action muddle the vision⚡️
The vision is getting clearer though, day by day, only a matter of time.
Moo that
If the company behind one of the largest AI compute commitments is already saying there is no assurance the three main memory suppliers can deliver on time, does the next constraint stay on how fast those suppliers can add capacity, or on how many more buyers lock in the remaining volume first?
$MU $SKHY #Samsung
In its S-1 filing with the SEC, Anthropic named Samsung, SK Hynix, and Micron as the dominant producers of high-bandwidth memory.
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SpaceX, Nvidia, and now Dell. These are the companies that could massively benefit from "fudding" memory sector to gain an upper hand in negotiating deals with memory chip makers, and they are all super memory hungry!
But ALL of them have publicly admitted that the ly get worse over at least the next 2-3 years, while the market is panic selling the memory stocks for the AI bubble bursting fear.
No one knows what's going to happen in the market, but the fundamentals of the AI stack are much more predictable and reliable than the price action. In the end, they always converge.
Eyes on the ball.
Moo that
SpaceX, Nvidia, and now Dell. These are the companies that could massively benefit from "fudding" memory sector to gain an upper hand in negotiating deals with memory chip makers, and they are all super memory hungry!
But ALL of them have publicly admitted that the ly get worse over at least the next 2-3 years, while the market is panic selling the memory stocks for the AI bubble bursting fear.
No one knows what's going to happen in the market, but the fundamentals of the AI stack are much more predictable and reliable than the price action. In the end, they always converge.
Eyes on the ball.
Moo that
CEO of Dell, Michael Dell, sees memory shortage getting worse in 2027 and not easing anytime soon:
"I think it's going to get worse in 2027 based on what I see right now. The reason is it takes about 4 years to build a new memory factory, there are a number of them under or example, we are a big Micron customer. Those factories will start producing in 2029. Maybe 2029 everything will be fine."
"The way people are using the technology now is very different than a year or two ago, with agents."
Via @WSJ
$DELL $MU $DRAM $EWY $SKHY $SNDK
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the memory cow retweeted
Nvidia and Micron account for 34% of the S&P 500's expected Q3 earnings growth. 500 companies. Two doing a third of the work. Diversification :)
wsj.com/finance/stocks…
wsj.com/finance/stocks…
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There is no other way to sugarcoat it. It has been brutal for the entire LONG ecosystem. Despite that, the memory cow is standing with Nate.
Crypto is still largely an attention game, and attention comes and goes. What doesn't change though, is the fundamental thesis ways find a way to draw attention again. That's why the memory cow believes in Nate and LONG, for they always build, experiment, and grind, based on a central thesis that was already validated by the market.
We had much tougher times before RH even existed, and there is no reason to believe we won't thrive again now that LONG is much better positioned.
The conviction persists - RWA, LONG, and Memory Supercycle
Moo that
There is no other way to sugarcoat it. It has been brutal for the entire LONG ecosystem. Despite that, the memory cow is standing with Nate.
Crypto is still largely an attention game, and attention comes and goes. What doesn't change though, is the fundamental thesis ways find a way to draw attention again. That's why the memory cow believes in Nate and LONG, for they always build, experiment, and grind, based on a central thesis that was already validated by the market.
We had much tougher times before RH even existed, and there is no reason to believe we won't thrive again now that LONG is much better positioned.
The conviction persists - RWA, LONG, and Memory Supercycle
Moo that
The last few days and weeks were extremely painful.
No matter how strong your position is, the market is going to humble you.
Seeing major pairs on LONG taking a massive hit is very painful to me.
We don’t have the luxury to pivot to new assets or metas because the point we’re le:
Truly fair launches are possible, and the highest upside would come from holding rather than rotating when holding also means you're bootstrapping a new stock token markets.
Pain is important. It means we truly care about this mission. It sharpens us and forces us to change things.
It also means we simply care more than any other platform about our top communities.
But LONG takes a vision and product first approach. We won’t let the pain consume us. We are not going to just obsess with the charts. We can execute and shape reality. And We will never give up.
I see LONG and myself as the final line of defense. And we will keep stepping in tactically and strategically to ensure the survival of the eco as a whole.
Some hopium:
- We’ve shifted major focus to our mobile app development. IMO, we miscalculated macro and needed to do it 2 to 4 weeks ago.
- We’ve onboarded a new team member, a world class consumer app leader who delivered a top 10 consumer app on the App Store.
- In terms of asset health, taking AI as an example here, almost every single bad thing that could have happened over the last few weeks took place. Every other asset would have died 100 times. At the end of the day:
1. During these bad times, we see how our deep liquidity design helps absorb volatility.
2. AI and other pairs have major reserves in community vaults. 400k just in the vault is typically what you would see in an asset 3x bigger that was also bundled.
3. Stock pairs are still the most novel and high upside opportunity the space has had in many years.
- RH is still an incredible chain that offers higher quality assets and has provided opportunities to many people. More stocks and higher TVL are coming, and LONG will be a main beneficiary/facilitator of this as we also build our own distribution to make sure we become a force that makes RH better and aren’t just reliant on it.
I’m confident focusing on how we bring the masses to LONG via the app will bring 1000x the impact. Bigger than everything else we did. It’s also going to be the hardest and most focused effort we’ve had so far, but the reward will follow.
Longfolio.
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the memory cow retweeted
the one thing I've learned from years in this space.
99% of it focusing on competition, PVP and metric comparisons.
winners usually focus on building a net-new category or deep retention.
LONG is building a net new category.
we will win.
LONG.
99% of it focusing on competition, PVP and metric comparisons.
winners usually focus on building a net-new category or deep retention.
LONG is building a net new category.
we will win.
LONG.
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the memory cow retweeted
$MU | Wedbush 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗠𝗶𝗰𝗿𝗼𝗻 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆, maintains PT at $𝟭𝟰𝟬𝟬
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the memory cow retweeted
$MU $NVDA Jensen does NOT expect a memory oversupply by 2029. Of course not.
“We’re going to continue to use abundant amounts.”
Makes sense. Nvidia scaled back Rubin Ultra’s HBM because HBM4E supply and yields can’t keep up.
No, China doesn't have HBM3E/4, let alone HBM4/4E
“We’re going to continue to use abundant amounts.”
Makes sense. Nvidia scaled back Rubin Ultra’s HBM because HBM4E supply and yields can’t keep up.
No, China doesn't have HBM3E/4, let alone HBM4/4E
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Few have realized, this announcement just made Morpho 🤝 LONG the most synergetic RWA duo on RH.
Being accepted as collateral adds important productivity to stock tokens. Meanwhile, it can only scale if the liquidity for those tokens is deep enough.
LONG has done a ng RWA demand, and consequentially, its liquidity. Aside from facilitating trading activities on stock paired tokens, it also helps strengthen liquidity for stock tokens by LPing community vault assets, $MU from MOO for example.
This perfectly resonates with MOO's mission of being the onchain liquidity layer for $MU, to make the spread small enough so that it makes sense for equity traders to trade onchain.
Market is being tough, both equity and crypto, but the memory cow and LONG continue the mission.
Moo that
Few have realized, this announcement just made Morpho 🤝 LONG the most synergetic RWA duo on RH.
Being accepted as collateral adds important productivity to stock tokens. Meanwhile, it can only scale if the liquidity for those tokens is deep enough.
LONG has done a ng RWA demand, and consequentially, its liquidity. Aside from facilitating trading activities on stock paired tokens, it also helps strengthen liquidity for stock tokens by LPing community vault assets, $MU from MOO for example.
This perfectly resonates with MOO's mission of being the onchain liquidity layer for $MU, to make the spread small enough so that it makes sense for equity traders to trade onchain.
Market is being tough, both equity and crypto, but the memory cow and LONG continue the mission.
Moo that
Robinhood Stock Tokens are live on Morpho
Users can now use Stock Tokens as collateral to borrow stablecoins.
Any app can integrate credit markets for Stock Tokens, with Morpho as the credit network and Robinhood Chain by @RobinhoodCrypto as the tokenization infrastructure.
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the memory cow retweeted
$MU | Rosenblatt 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 on Micron Technology Inc, maintains PT at $𝟭𝟵𝟬𝟬
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the memory cow retweeted
$TSLA: $1.5T company.
$0.7B operating income last quarter.
$MU: $1T company.
Guiding ~$51B operating income next quarter.
Micron earns 70x more.
But Tesla is valued 50% higher.
Let that sink in.
Not saying $TSLA should go down. Maybe $MU should go up a little bit. 🤷♂️
$0.7B operating income last quarter.
$MU: $1T company.
Guiding ~$51B operating income next quarter.
Micron earns 70x more.
But Tesla is valued 50% higher.
Let that sink in.
Not saying $TSLA should go down. Maybe $MU should go up a little bit. 🤷♂️
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