Daxos Capital · Robinhood Chain hunt · 09/01/26 · confidential
Robinhood Finds
Hunt-grade ratings (IS = verified today, CAN-BE = if the path hits, ticker = speculative buy). Not 10-agent data-room DD. Do not mix ticker scores with equity scores. Tape from droplet collectors 1 Sep 2026: DefiLlama (RH chain TVL $736M), Dexscreener, Harmonic, Apify, site reads. Chain 4663. Buy the CA below only. Dexscreener is full of copycats.
Do tonight: Fables $PROLOGUE, What The Hook $WTH. NET only if you accept OHM risk. Arcus is the no-token / relationship name. Accountable is the VC name ($9.8M seed already in).
Do tonight — tokens
Fables / $PROLOGUE fables.fi
TICKER 6.5
IS 6.0
CAN-BE 7.5
EQUITY N/A
Uniswap v4 ve(3,3) DEX · Llama TVL $4.1M · mcap ~$4.5M · liq ~$422k · 24h vol ~$3.0M · @fablesfi · Harmonic: no company yet (enrichment queued) · Llama: 3 audits
Dynamic fees on tokenized stocks: calendar for equities, volatility for crypto. Live pools NVDA/USDG, SPY/USDG, TSLA/USDG, AAPL/USDG, GLD/USDG, META/USDG, NVDA/SPY, SPY/GLD. This is the advanced RWA LP thesis, not a squeeze meme. CT can rally around v4 hooks + stock tokens. ve(3,3) emissions can be empty calories. No Harmonic entity. Token is new. Best slept-on ticker on this board.
CA 0xb9972CA7188e511174947E3936a5315ac7073277
What The Hook / $WTH whatthehook.io
TICKER 6.0
IS 5.5
CAN-BE 6.5
EQUITY N/A
Uniswap v4 arb-rebate hook · Llama TVL ~$2.0M · mcap ~$3.5M · liq ~$1.0M · vol ~$388k · gecko what-the-hook · @whatthehookv4 · Harmonic: no company yet
Hook captures the price gap a swap opens between connected pools and pays it to the trader and the LPs (buy: 40/60, sell: 10/90) instead of an outside searcher. Liq/mcap is unusually deep. Same v4-hook tape as HOOKR, simpler mechanic. Unaudited in the Llama pull. “Bring your own token” dies if nobody integrates.
CA 0xb8Fa8010833463Aac5595b55B9045479239EfF79
Olympus-style reserve + RWA desk · Llama stake TVL ~$78–80M · float mcap ~$9.5M · FDV ~$95–103M · liq ~$0.9–1.3M · @NetNetCap 13.8k · MCG interview · Harmonic id 78471787, $0 raised, no headcount
Every NET backed by at least 1 USDG. Idle USDG lent on Morpho. Real World Bonds route USDG through Rialto into tokenized equities. Staking dividend every 8 hours. Site NAV 105 USDG; MCG recap ~$150 two weeks later. Subway Runner: 18,022 tickets, 962 wallets, $17.1M notional NVDA. This is meme funding with a stock desk, not “we buy GME.” Reserve currencies die when premium to NAV collapses. FDV is ~10x the float. Gaming overlay is a known graveyard. Size as if it can go to zero. Do not add into strength after a premium expansion day.
CA 0xCA9c78Dd337A67F6e0077F65F5E9218719d30eDf
StonkBrokers / $STONKBROKER stonkbrokers.cash
TICKER 5.5
IS 6.0
CAN-BE 6.5
EQUITY N/A
Clutch Markets terminal · Llama ~$30M (mostly staking) · mcap ~$39M · FDV ~$60M · liq ~$4.1M · vol ~$3.6M · @ClutchMarkets · Harmonic id 71589664, $0 raise, no headcount
Launchpad, exchange, locker, covered-call options, incubator. Real product, already the liquid house token of RH chain. Not slept on at $39M. Special Projects (YARD, STRIKE, WALL) are independent teams. Holding them is not a claim on StonkBrokers. Launchpad tokens can be empty emissions. Covered-call module needs a live-use check before treating it as the thesis.
CA 0xe934e36A439C94017B64a3FecE66AF12099aBF50
HOOKR / Hookr.fun hookr.fun
TICKER 5.5
IS 5.0
CAN-BE 6.5
EQUITY N/A
Rated 24 Aug, tape updated 1 Sep · mcap now ~$10.6M (was ~$3.8M) · liq ~$687k · vol ~$3.4M · Nodar Janashia / Zapper · unaudited
Uniswap v4 hook launchpad on Pools.trade. Product is real. Prior 5.5 still holds; the ticker is no longer cheap after the move. Hayden Adams overlap is thematic, not an endorsement. Sibling $0xZAPS is weaker. Invalidation: Uniswap ships the same blocks natively, RH volume dies, hook exploit, nodar.eth distributes.
CA 0x18E674231A58c239Dc7DaeDcffE15Ec3A24cff5c
No token / VC
Arcus arcus.xyz
PRODUCT IS 6.5
CAN-BE 7.5
DAXOS FIT 7.0
NO TOKEN
Stock-token spot + perps waitlist · Llama $20.4M + $367k pTokens · Harmonic id 76911620, 4 people, founded Jul 2026, $0 recorded raise · “partnership with Robinhood Crypto”
80+ US and international stock tokens, 0% spot fees, self-custodial, perps waitlist. This is the brokerage-on-RH product, not a meme. Dex tokens named ARCUS at $13k–$42k are copycats. Do not buy them. Llama “team behind dYdX” is unverified. Site says Unmute + Robinhood Chain. Treat dYdX as a claim until LinkedIn is pulled. Relationship / waitlist / possible seed. Meet if they open a round under ~$15M.
Seed · Harmonic $9.8M, 27 people, id 54487033 · RH YieldApp USDe pool ~$2.5M at ~3.6% · @AccountableData
Real-time proof of solvency / data verification for tokenized offchain assets. Galaxy credit facility is on their blog. This is the “what sits behind the RWA wrapper” company. $9.8M is inside the Daxos band, not a hard filter, but it is already a priced seed. Reopen only if they want a $100–500k check and the round is not a markup. No liquid token to buy.
RWA perps + prediction · Llama $2.5M perps + $265k predict · USDe bonus on predictions · @meridiandotxyz · Harmonic meridian.xyz resolved to the wrong company (Modal Technology). Ignore that row.
Right surface (stock perps + event markets on RH). Dex $MRDN / $MERD / $MER at $7k–$74k look like launchpad junk, not the protocol. Watch the product. Do not buy the tickers.
Up v3 up33.xyz
PRODUCT IS 5.5
CAN-BE 6.0
NO TOKEN
Native (3,3) DEX · Llama $11.3M · “crypto and tokenized equities in one venue” · @uponrh · Harmonic 404
Real TVL, native RH venue. ve(3,3) is crowded and usually not a Daxos check. No clean token in the sweep. Infra, not a bag.
Yield stack — context, not a buy
This is the Ethena / USDG / stock-LP layer the small names sit on. Morpho has $244M raised (hard filter as equity).
| Venue | What | TVL / APY (1 Sep) | Note |
| Steakhouse on Morpho | STEAKUSDG | $413M · ~7.0% | 22 people, $0 Harmonic raise. Curator, not a ticker. |
| Ethena on Morpho RH | USDe | $321M · ~4.75% | CA 0x5d3a1Ff2b6BAb83b63cd9AD0787074081a52ef34. The Ethena thesis is live here. |
| Maple on Morpho | SYRUPUSDG | $94M · 0% listed | Check live APY. 0 in the pull may be a feed gap. |
| Spark Savings | USDG | $26M · 3.5% | Sky savings on RH. |
| Ekubo / Alandale LPs | SPY TSLA NVDA AAPL GME etc / USDG | tens of k each, wild APYs | Thin stock LPs. $STONX governs incentives but is untradeable (~$300 liq). Do not buy STONX. |
StonkBrokers satellites
Independent Special Projects. Not a claim on $STONKBROKER.
mcap ~$2.7M · liq ~$960k · @TickerYardHQ · “Markets, routed.”
Best satellite if the routing product is real. Site claim only. Size small.
CA 0xE3FA12dA7fa026B21817f16622E8AE48fA785166
mcap ~$541k · liq ~$109k · vault vs USDG · @OakmontVault
Tiny. Dex also has a cat-coin STRIKE at another CA. Use the Oakmont CA only.
CA 0x5aeD379A72BD2533371d153135c47d5EB61BaBc8
mcap ~$2.1M · liq ~$400k · TCG · @TheCardWall
Collectible chain. Weak RWA fit. Skip unless you want the game.
CA 0xB03058B8A39f3967DF08d833682C1c99b29821B1
OpenZaps / $0xZAPS 0xzaps.comTICKER 4.5IS 4.0CAN-BE 5.0
Nodar sibling · mcap ~$700k · liq ~$233k · unaudited
Weaker than HOOKR. Same founder risk. Not the hunt.
CA 0xDd90bFa4adC7F4401E611AbaC692D939F9F4CB07
Skip
Do not buy: $SQUEEZE, GME memes, SAYLORMOON, EquityRush (squeeze thesis, already played). Dex tickers named ARCUS, MERIDIAN, BACKED, HOOD at low hundreds of k (copycats or the official stock token, not a protocol). $Rabbit ~$12M fdv with no site. GIGA (bot-only bonding curve). WinNET lottery overlay on NET. $STONX (right thesis, ~$300 liq). Morpho / Lighter as tickers on this chain (LIT on RH is a $20k pool; Morpho raised $244M).