Friday, July 17, 2026

Evening Edition

Fri, Jul 17, 2026, 8:58 PM

Crypto Twitter remains dominated by Robinhood Chain memecoin speculation with TENDIES and CASH-CAT tokens gaining traction, while Bitcoin traders debate whether the bottom is in. The broader market shows minimal substantive news flow with scattered trader positioning and macro commentary.

The Story So Far

The Robinhood Chain memecoin thesis that emerged earlier this week continues to intensify, with CryptoKaleo now projecting a month-long window for this ecosystem mini bull market before a broader cooldown in late August/September. This aligns with his earlier TENDIES call and Vlad Tenev's engagement. Meanwhile, Bitcoin price action remains contentious—CryptoKaleo maintains his bear market bottom target of $30-40K with a bounce-to-mid-August thesis, while other traders debate if $50M market cap tokens signal local bottoms. The quiet macro environment persists with minimal protocol developments or regulatory news, leaving CT focused on niche memecoin opportunities and positioning debates ahead of seasonally weak September.

From Your Network

🐋

Robinhood Chain memecoin window extends through August

CryptoKaleo extends his bullish thesis for TENDIES and CASH-CAT ecosystem, predicting generational entry opportunities may not return until September/October.

Think we have a solid month long window for this Robinhood Chain ecosystem mini bull market. Probably see it cool off with the broader market a bit in late August / September where you get a second opportunity at generational entries. But a lot can happen in a month. We've seen coins run to billions in less amounts of time. So thesis is with this run - you're still early. Your second opportunity at generational opportunities might be in September / October, but the first is still today.

📉

Bitcoin bear market bottom thesis targets $30-40K

CryptoKaleo maintains September as likely bottom timing aligned with 900 days post-halving historical pattern, with $100K this year considered a stretch.

#Bitcoin / bitcoin:native Thesis is still bounce until mid-August (high 60s, low 70s), then one last leg down in late August / September. September is both seasonally and awful month for crypto & lines up with the ~900 days post halving milestone which has marked the bottom of the last several bear markets. $100K this year feels like a bit of a stretch for a bounce from there - but I do believe a bounce from there hits new ATHs in 2027.

💰

CASH-CAT memecoin bottom called at $50M market cap

Robinhood Chain memecoin ecosystem expands beyond TENDIES as traders identify new accumulation targets with native bottom signals.

cash-cat:native bottom is in at $50M.

🚀

Vlad Tenev engagement fuels Robinhood memecoin leg up

Robinhood CEO's public interaction with CryptoKaleo signals potential app-level support for ecosystem tokens, accelerating bridge inflows.

And just like that, Vlad ushered in the next leg up for Robinhood memes. Only a matter of time before we see more support from the app for names like tendies-2:native and cash-cat:native

🤖

Alibaba holds 35% stake in Moonshot AI

Major Chinese tech giant's AI investment signals continued convergence of tech and crypto-adjacent AI infrastructure plays.

Alibaba owns 35% of Moonshot (Kimi)

🎭

Trump expands crypto grift with paid group launch

Critics highlight former president's multiple token launches and now subscription service as emblematic of CT extraction patterns.

The ultimate paid group Trump is the perfect CT grifter He's launched multiple NFTs A meme coin A "utility" coin And now a paid group And all of that in one cycle Impressive really

📊

TradFi volatility frustrates risk-off asset expectations

Trader laments equities trading like shitcoins while actual crypto memecoins remain subdued, disrupting traditional portfolio construction.

It'd be nice if trad markets stopped trading like shitcoins And shitcoins started trading like shitcoins again I like the up 5-10% a year for my risk off assets and up or down infinite for my risk on assets I dislike the inverse Please gods, make it stop