MARKET OPEN: Memory is crashing. Robinhood Chain is CRAZY!? Crypto Is Beating Stocks!?

Summary

The host recounts his chaotic overnight trading of the Cash Cat memecoin on the newly launched Robinhood chain, drawing lessons about unsolved games in crypto. He then analyzes the market open, noting heavy selling in memory stocks driven by commoditization and war fears, while highlighting strength in space names and recovery in select memory plays. He shares his current positions (long Solana and Cash Cat), a plan to buy DRAM on further dips, and his rule to fade oil on war spikes.

• Cash Cat memecoin on Robinhood chain exploded after CEO Vlad Tenev followed the account, creating a supply bottleneck and massive FOMO.
• Memory stocks (DRAM) crashed 29% on fears of commoditization and escalating Iran conflict, but bounced intraday with Micron and SanDisk turning green.
• The host is long Solana, viewing it as intrinsically linked to memecoin activity, and holds Cash Cat from the recent chase.
• He plans to buy DRAM if it tests the $54 support level, believing the worst news is already priced in.
• Rocket Lab is seen as bullish after Blue Origin's $130B fundraising highlights relative undervaluation.
• He is watching SpaceX for a pullback to $135 or a breakout above $172 for a new trade entry.
• His number one rule is to fade oil on war escalation, expecting market fatigue with geopolitical shocks.
• Zepoo's lockup expiry is flagged as a test of demand for Chinese AI stocks.