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Public theses, attributed to their authors. Not a quests endorsement.
Latest calls30 on this page
SEMIrobinhood
manuamg

Cambodian Net Net, - Paying really high rewards for staking - Their twitter account is not really big in numbers but its followed by a few big whales. - "There will be an NFT mint to commemorate this day. The day the Machine was revealed…
SNCKrobinhood
yelf

Robinhood bought the brand "Snack" in 2019 They've been using it in their marketing ever since. Users of Robinhood got emails for years from Snack. Good holders in this one 0x3f0ed089be2a7836d208f19d25f30b5042cb9da7
CPTX402robinhood
Time

a real compute execution layer on Robinhood.
THKTrobinhood
kenichi

There will only ever be 50 Thicket NFTs. 🔍 Curated by @Kenichi19910 ✍️ Original thesis by @thicket_rh 🔗 https://x.com/thicket_rh/status/2095404454468022713
PMVsol
Panachequant

🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠🦠 Could've aped this at 20/30K in october but I'm dumb so I ape now at 200K, better late than sorry. Real slow cook almost one year old managed but cosmos/Mad Scientists nfts OGs that got …
PONDEMICrobinhood
alphahunter

gamble
Driprobinhood
DeFiTrader

Tokenized stocks went onchain. Dividents didn't. On July 1, 2026, Robinhood switched on its own chain and put listed equities on it. This is the visible half of Vlad Tenev's tokenization thesis, argued publicly since before the EU stock-to…
SOLCATsol
alphahunter

5m easy
PARErobinhood
DeFiTrader

if you were around for pendle you already know how this goes. split a yield bearing asset into principal and yield, let people trade the pieces, that idea pulled $13B by last sept and made on chain fixed income a real thing PARE does the sa…
GMERALDrobinhood
Verouzaki

This looks really good🚀
claudiusrobinhood
alphahunter

gamble
PRISMrobinhood
DeFiTrader

$PRISM Bull Case The asset. Prism runs a verified catalogue of 2,037 tokenized real-world assets from 49 issuers across 17 chains, tracking $13.3B in market cap. 2,007 of those listings carry on-chain verification through proof-of-reserves…
RHOTCrobinhood
lowcapeater

RHOTC was created four days ago OTC on SOL was created three days ago Why is a sol copy cat outperforming the OG? Does sol even need OTC right now? RH ca 0x513E7a4375dd34d4c0a609B7003a1674056c863e $RHOTC 🔍 Curated by @lowcapeater ✍️ Origin…
Loopratrobinhood
shual

apparently its this guy? https://x.com/polydao
VLADrobinhood
baydestrian

Something iffy going on. Let's ride
nuBTCrobinhood
Trenchistan

Boner > nudes > sperm fresh unvaxed sperm paired in pfizer
Rabbitrobinhood
alphahunter

ape the DIP
HOTDOGrobinhood
imascatmaaaaaan

why not - anti ai 😡pro the common folk 🌭
FORM4robinhood
IsTrancher

Form4 Sub 500k easy runner, good volume 0 or hero this
PURRSrobinhood
JJjjoedayworkallnight

Purrrrs
PROLOGUErobinhood
DeFiTrader

$PROLOGUE just listed on FOMO, I think now the KOLs can push this. Every ve(3,3) DEX loses money. Aerodrome, the best one ever built, prints $120m a year in incentives to earn $77m. Velodrome pays $1.84 per $1.00 of revenue. The gap has alw…
GMERALDrobinhood
heploteploo

it's a $GMEerald apparently the dev https://x.com/daniel100eth/ (https://x.com/daniel100eth)
OPALbase
neron

feels like this is a winner in the making: -supported by Base and Coinbase (CB is currently auditing their code for free) -final product almost ready, big updates coming soon -started onboarding top10 HL traders -100% of the fees will be di…
ARCADSrobinhood
mcga

fantasy top of rhood, good ui too, took a big dump cuz dev went quiet for a few days, but he's back, think launch was planned for today, could do a few x's imo
TENDIESrobinhood
asdad

mega mooner
EARTHCOINrobinhood
Farmer Brown

airdrop at 100 GG holders
ASHsol
DeFiTrader

this is going to go viral, good website, good rewards for holding tokenized 151 pokemon packs as $SV151. i think its cheap at this entry.
OProbinhood
Panachequant

Sandisk Optimus is the official mascot of SANDISK (225 B marketcap), Today they start streaming with 3 streamers with yuge audience on Twitch : TenZ (~4.59 million) Doublelift (1.89 million) aramori (73,000). Few days ago omeone launched …
DTFrobinhood
sicarious

Announcements loading in 5... 4... 3... 2... 1.... Hold the line. Ride the rocket.
UMIAbase
eisharpy

The MetaDAO of EVM has arrived, and it's trading at just 1/3rd the valuation? Let's break it down 👇 base:0x56ab53b77f07da3af732150e8aec4783eb5bba7d just went live, and it's basically an all in one platform for launching crypto projects. Th…

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semivault.xyz

SEMIRobinhood
0x5f038759f6de38fd3a85c0440daff1240238bac8
Project X bio

Non-dilutive Deep Liqudity expansion protocol backed by MU. Hybrid of autonomous vault with improved mechanics of OHM. https://t.co/Rh3WajZXrj

@SemivaultxyzWebsiteRead dossier here
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Dossier ready

One dossier and vote tally, shared across this project’s calls.

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The thesis

Cambodian Net Net, - Paying really high rewards for staking - Their twitter account is not really big in numbers but its followed by a few big whales. - "There will be an NFT mint to commemorate this day. The day the Machine was revealed. The Arrival. Early holders, stakers and bonders will be assigned first copies to their addresses, the rest will mint." https://x.com/Semivaultxyz/status/2095291327084679542?s=20 Sned it
Read original on GG All calls for SEMI

The original GG link is a referral. We may earn a commission.

Dossier: SemiVault

Open project page

token-live · medium confidence

An OHM-style protocol on Robinhood Chain. $SEMI trades in a Uniswap v4 pool against Robinhood-issued tokenized Micron ($MU). It claims new SEMI mints only when MU backing per token sets a new 6h high, capped at 2% of supply per epoch, and that LP cannot be withdrawn. Bonding sells discounted vesting SEMI for MU said to lock into that floor.

Readout

price
$0.00563
24h vol
$112.9k
mcap
$457.5k
liquidity
$623.5k
holders
1.1k
24h
-0.4%

honeypotmint not renounced

calls on gg
5
first called at
$34.2k
since
13.27x

Last onchain reading for SEMI on robinhood, not live. gg records that someone called it, never that they were right.

GG5 GMGN Fomo Referral links. We may earn a commission.

Notable

  • $SEMI is live on Robinhood Chain Uniswap v4 vs tokenized Micron; account posted CA 0x5f038759f6de38fd3a85c0440daff1240238bac8.
  • Claims emissions only when 6h window-low backing sets a new high, cap 2% of supply/epoch; account says 18 of 65 epochs minted, supply 10M to ~35M.
  • Claims contracts sealed with no owner after 2026-08-14; 5% swap fee, 2% to locked LP, 3% to a treasury that may buy other assets.
  • THE FAB is live: 10 Robinhood tokenized stocks, worst performer busted each epoch; claims 20% of debris feeds the SEMI floor.
  • Announced v2 PT/YT split of Robinhood stock-token dividend multipliers; site says contracts in audit, testnet season opening soon.

Unverified

  • No named team; X account created 2026-08-13, signup country listed as PL.
  • No public GitHub or standalone docs; contracts pointed to Blockscout only.
  • Claimed full audit on 2026-08-23; auditor and report not named or found.
  • No named backers; not the CORE Vault (cvault.finance) or Olympus teams it cites as inspiration.

Project discussion, shared with its dossier and every GG call linked to this project.

Discussion

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Other theses on SEMI

DeFiTrader

Which one has more chances to survive? $NET or $SEMI Purely on game theory and math? SEMI and it's not close. NET is still fundamentally playing the same ohm game that failed dozens of times: print dilution on one side, pray demand outpaces it on the other. the only thing that changed is the wrapper (games, SDK, bonds with vesting). the core death spiral vector is untouched. at 16x NAV with no floor and no redemption, if demand dries up for even 2 weeks the premium compresses and the paper hands dump into the dilutive bleed. it's a demand-dependent flywheel with no backup parachute. SEMI actually solved the ohm death spiral at the mechanism level: - kill zone forces stakers to actively defend the floor or lose their emissions — turns the biggest liability (exit liquidity) into a defense force - floor ratchets up mechanically via tax flow + MU appreciation, independent of market sentiment - can survive zero demand for months because the floor just keeps crawling up regardless - the only way it dies is if MU goes to zero and no one defends — MU is micron, a trillion-dollar semicon company, not going to zero NET needs everything to go right to survive a month. SEMI needs nothing to go right — the math works in a bear market, sideways market, or bull market. One is a casino that needs constant foot traffic. the other is a bunker with a rising floor. SEMI is the cockroach of DeFi — no brain, no frills, just a floor that keeps rising and a kill zone that makes stakers defend it instead of run from it. market can go to zero, liquidity can dry up, apocalypse can hit, and SEMI just keeps ratcheting up in the corner off its own tax flow + MU. not the sexiest, but built to outlast everything else.

devo

OHM fork that fixes the death spiral by pausing emissions at certain thresholds

Atora

$Semi is backed by a semiconductor stock MU (micron) and their goal is to aquire more MU so that floor goes up There are three important mechanism to understand first one is 1. Backing by MU stock There goal is to acquire and hold more MU stock so that backing for SEMI goes up floor goes up 2. Staking $Semi Stake SEMI get new SEMI but this is not deflationary you send it or only release when the value of $SEMI goes up ( new watermark is achieved) For example if previous value of Semi was like $1 and it increases to 1.1$ ( new watermark ), in that case new tokens are minted and distributed to stakers. If price falls and no new watermark is achieved, there will be no minting. 3. BONDING It also offers bonding. You give MU to protocol and it give you Semi at a discount. But it has a vesting period of 24 h 4. Fees The fees from protocol goes to backing of Semi (Buying and holding MU stock) which further strengthens the floor.

AKS69

Homage to Corevault but with semiconductor stock (MU) backing it.