Buying Stocks, Riding Memecoins Instead? The Ripple Effect Caused by Robinhood Chain | Seo Dong-ju, Kim Dong-hwan, Kim Nam-ung, Fourpilus CEO [Crypto PLUS]

Watch on YouTube ↗  |  September 08, 2026 at 03:55  |  28:04  |  3PRO TV (삼프로TV)
Speakers
Kim Nam-ung — CEO, Populus

Summary

Kim Nam-ung breaks down the recent on-chain volume recovery, driven by Robinhood Chain, BNB Chain, and Solana meme trading. He argues Robinhood Chain is a half success because mostly existing degens migrated, but its launchpad Ponz, Uniswap graduation flows, and Arbitrum revenue sharing create infrastructure investment opportunities. He also explains tokenized stock/memecoin pairings like AMC's pairing can trigger real stock squeezes, and warns against direct memecoin trading while flagging U.S. midterm elections as the key Bitcoin risk.

  • On-chain volume recovered to about 58% of the January 2025 peak, led by Robinhood Chain, BNB Chain, and Solana meme activity.
  • Robinhood Chain is called a half success: strong degen volume but only 0.7% of users entered through the Robinhood app.
  • Ponz launchpad mints meme coins that graduate to Uniswap, creating fee flows and Uniswap Foundation alignment.
  • Robinhood Chain pays roughly 10% of revenue or fees to Arbitrum, making Arbitrum a Robinhood infrastructure proxy.
  • Tokenized stock/memecoin pairings such as AMC paired with an M token can force actual stock buying and short squeezes.
  • Direct memecoin trading is presented as too volatile and unhealthy; infrastructure beneficiaries are preferred.
  • BNB Chain pioneered stock-dividend memecoins such as the Musk/Mars coin, and BNB meme coins are rising.
  • U.S. midterm elections are flagged as the most important near-term event for Bitcoin and Nasdaq risk.
Ideas
Kim Nam-ung CEO, Populus 15:29
Watch AMC for tokenized stock squeezes
Robinhood has introduced tokenized stock/memecoin pairings, such as pairing an M token with AMC stock as the quote currency. If the meme token rises, traders must buy the paired stock, pushing the actual listed stock higher; heavily shorted stocks can then experience short squeezes, creating a reflexive on-chain and equity flywheel. This is event-driven and volatility-amplifying, so AMC and similar setups are worth watching.
AMC MED
Kim Nam-ung CEO, Populus 19:14
BNB leads stock-dividend meme coin trend
BNB Chain was the first mover in stock-dividend meme coins, with projects like the Musk/Mars coin paying SpaceX tokenized stock dividends to holders, and BNB-chain meme coins are now rising strongly. That gives BNB a differentiated role as a leading venue for this new meme-coin structure, making it worth monitoring as the trend continues.
BNB MED
Kim Nam-ung CEO, Populus 21:41
Avoid direct memecoin trading; too volatile
Kim Nam-ung repeatedly warns viewers not to trade meme coins directly because the volatility is so extreme and the market runs continuously that traders cannot sleep and it harms health. He says he never tells people to buy memecoins and instead suggests playing the infrastructure beneficiaries of meme-coin activity.
MEMECOINS HIGH
Kim Nam-ung CEO, Populus 22:23
Ponz launchpad benefits from Robinhood memes
If Robinhood Chain meme trading continues, Ponz — the Robinhood-chain launchpad and Robinhood's version of pump.fun — should directly benefit because it issues the meme coins that later trade and generate fees. The speaker says investors who expect Robinhood meme activity to continue should look at Ponz, while acknowledging that new competitors could emerge.
PONZ MED
Kim Nam-ung CEO, Populus 22:47
Uniswap earns fees from meme graduation
Ponz-launched meme coins graduate to Uniswap, making Uniswap the main trading venue and fee beneficiary; for investors worried that Ponz may face competitors, the speaker says an established exchange with a moat like Uniswap is a safer infrastructure trade. The Uniswap Foundation even bought Ponz coin to strengthen alignment.
UNI MED
Kim Nam-ung CEO, Populus 22:54
Arbitrum gets Robinhood revenue share
Robinhood Chain must pay around 10% of its revenue or fees to Arbitrum, so Arbitrum is a way to get exposure to Robinhood Chain infrastructure even though Robinhood has no token. The speaker frames Arbitrum as equivalent to investing in Robinhood infrastructure.
ARB MED
Kim Nam-ung CEO, Populus 23:13
Raydium is Solana's Uniswap infrastructure
Raydium plays the Uniswap role on Solana, serving as the main exchange where newly launched meme coins trade, so it should benefit from the same meme-coin volume and infrastructure trickle-down on Solana.
RAY MED
Kim Nam-ung CEO, Populus 23:17
Jupiter aggregator benefits from meme flows
Jupiter operates as the Solana aggregator, routing trades across venues, so it should capture fees from the elevated meme-coin trading volume on Solana as another infrastructure beneficiary.
JUP MED
Kim Nam-ung CEO, Populus 23:21
Solana is base infrastructure for memes
Solana is the base chain where the meme meta is being rebuilt, and it has its own native token, so buying Solana provides direct infrastructure exposure to the meme-coin trading and tokenized stock activity occurring on its chain. The speaker says investing in Solana is not a bad way to play this theme.
SOL MED
Kim Nam-ung CEO, Populus 24:24
Watch Bitcoin around U.S. midterm elections
Bank of America's report and Polymarket probabilities suggest Democrats could take both houses in the U.S. midterm elections; if that happens, regulation and taxes may cool capex and Nasdaq tech growth, and because Bitcoin shares institutional investor personas with Nasdaq, Bitcoin would likely face a negative scenario. The speaker says midterm elections are the most important near-term event, but also notes Bitcoin's rising correlation with gold is a positive long-term signal.
BTC HIGH
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This 3PRO TV (삼프로TV) video, published September 08, 2026, features Kim Nam-ung discussing AMC, BNB, MEMECOINS, PONZ, UNI, ARB, RAY, JUP, SOL, BTC. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Nam-ung  · Tickers: AMC, BNB, MEMECOINS, PONZ, UNI, ARB, RAY, JUP, SOL, BTC