Morning Edition
Tue, Jul 21, 2026, 8:58 AM
Crypto Twitter shows early signs of bullish sentiment with DonAlt noting crypto decoupling from weak traditional markets, while CryptoKaleo escalates Robinhood Chain memecoin thesis with new PONS launchpad narrative and ETH price targets.
The Story So Far
The Robinhood Chain memecoin story continues to evolve from TENDIES speculation into a broader ecosystem thesis. Where previous editions focused on Noxa-lunched OGs (TENDIES, CASHCAT), Kaleo now identifies PONS as the emerging launchpad winner with YOLO and HMM as underpriced alternatives. This mirrors the Pump.fun → high-cap runner dynamic that crypto has seen before. Meanwhile, ETH whale accumulation noted in prior editions may be connecting to Kaleo's new price target of $2300 by mid-August before a September low. DonAlt's bullish turn marks a sentiment shift from his recent warning about traders getting 'robbed.'
From Your Network
Crypto decouples as stocks slide, bulls rejoice
Notable sentiment shift as crypto rallies while traditional markets and overhyped stocks decline, suggesting potential technical alignment for further upside.
It's a good day to be a bulliever Trad markets meh Garbage overhyped stocks down Crypto up Exactly what I like to see Good first step, bit more and the technicals start lining up quite well too
PONS emerges as Robinhood Chain launchpad winner
Kaleo identifies PONS as successor to Noxa with YOLO and HMM memes positioned as undervalued alternatives to established TENDIES/CASHCAT, framing 9-10 figure market cap potential.
The two dominant memes right now on Robinhood Chain are OGs launched from Noxa: $CASHCAT (cat coin) & $TENDIES (WSB meme) Since Noxa shut down, @ponsdotfamily has become the clear launchpad winner. It’s top two memes are: $YOLO (WSB meme) & $HMM (cat coin) Both are still a fraction of the cost of their equivalent peer. If you’re bullish on the launchpad narrative with PONS (which you should be), then it’s pretty clear both of these names can run to 9-10 figures along with the Noxa OGs. Think about how many coins from Pump fun hit higher market caps than where PUMP trades now.
Kaleo maps ETH path to $2300 then $1200
Detailed roadmap predicts ETH pump through mid-August followed by new lows near $1200 in September, with October recovery—providing tactical framework for traders.
#Ethereum / $ETH Pump to ~$2300 through mid August Retrace and make new lows near $1200 in September Run it back in October https://t.co/bWh96dysk7
New money wave floods Robinhood Chain
Coordinated upward movement across ecosystem charts signals fresh capital deployment into memecoins, validating recent accumulation thesis.
Already feels like a wave of new money is flooding in. Every chart just started to move up together. Tendies for everyone 🍗🍿🤔🐈
HMM cat coin flagged as next PONS runner
Explicit call for HMM to follow YOLO's momentum, completing the launchpad's meme pair (WSB + cat coin) mirroring Noxa's TENDIES/CASHCAT structure.
Holy $YOLO PONS eco sending Now time for $HMM - only makes sense the pons launchpad gets its own cat coin as a runner https://t.co/3SdQqhDHCc
Trending
CryptoCred details trading system trade-off management
Comprehensive thread on accepting embedded costs in any trading approach—trend, momentum, mean reversion—and avoiding system mutation under pressure.
If you trade trend, you'll get a bunch of false starts If you trade momentum, you'll often buy the top/sell the bottom If you trade mean reversion, you'll periodically get carried out by an outsized move And so on for basically every trading system This is the cost of doing business that's embedded into every market effect you're monetising Your job is to understand it and manage it If you try to avoid it entirely you simply won't get paid There's no perfect system, it's all about managing trade-offs Go take a look at your setups/playbook or wherever your trading system lives and map its assumptions and failure cases The stuff you wanna avoid: 1. Mutating your system because the risk feels uncomfy so you get the worst of both worlds e.g. not holding for long trends/outsized moves but still eating the false starts when you're wrong (all the downside, no balls for the upside) 2. Not knowing what the trade-offs are and sizing like a dickhead so when you're wrong it wipes out all your gains e.g. penny collecting on mean reversion with increasing size and then getting fully wiped on the outsized move
Bitcoin adoption signals continue accumulating
Institutional interest narrative persists with magazine highlighting ongoing adoption momentum, reinforcing long-term holder thesis.
Interest in Bitcoin is growing. Adoption is happening. https://t.co/5Ev8vXhSdY