Идеи
Onchain memecoins may be starting bull.
Insentos sees onchain trading heating up sharply: volume is huge, new narratives spawn every day, major players like Anom, CZ, and Vlad are returning or active, and that signals a possible broad bull market in onchain memecoins is brewing.
CashCat is Robinhood's standard-setting runner.
He got bullish on CashCat later than most, built a 1.1% position around $100-120M market cap, held through a $1.5M drawdown near $30M, and added more after the Robinhood listing selloff because he believed Robinhood would push CashCat as its main runner, retail buyers on Robinhood would compound volume and holders in small sizes, and the team and community never gave up, making CashCat a potential standard-setter for the Robin Hood chain.
Insentos also holds Creative Capital CC.
He says CashCat is the main position he is focused on but he is also holding another related coin, CC/Creative Capital; his style is to concentrate in one main position so he can manage anxiety and avoid stressing over multiple positions.
Don't sell listings; let volume compound.
He argues the best way to trade listings now is not to sell the listing catalyst; although some Coinbase listings left a bad taste, listings compound volume and holders over time, so if you already hold a coin that gets listed you should become more bullish, and if you are looking to buy, a listing can be a good entry because the effects build over time.
Solana keeps narrative meme coin franchise.
While Robinhood is doing well in memes, tech coins, and RWAs because Vlad understands volume and is money-hungry, Solana and Pump.fun still own the narrative/Elon-tweet coin franchise, and those coins will not run on BNB, Robinhood, or Base; as long as narratives and tweets launch on Pump.fun, Solana is not structurally threatened there.
Robinhood chain is winning volume game.
Robinhood's chain is doing so well because Vlad is aware of what it takes to run a chain, is volume-focused and money-hungry, and is simultaneously pushing memes, RWA, and tech coins; this is bringing huge volume and makes Robinhood a strong venue for those assets.
This Thread Guy video, published August 27, 2026,
features Insentos
discussing Onchain memecoins, CASHCAT, CC, Newly listed memecoins, SOL, Robinhood chain memecoins.
6 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Insentos
· Tickers:
Onchain memecoins,
CASHCAT,
CC,
Newly listed memecoins,
SOL,
Robinhood chain memecoins