#boner Community Insights & Market Sentiment

【RH chain current landscape】

RH chain has gone through three rounds since its mainnet launch in July.

The first round in early July was pure meme. Chain mascots like CASHCAT and HOODRAT drew in capital and attention.

The second round in mid-August saw a deep pullback, leaving only about five coins with values above $10M on-chain.

The third round at the end of August: PONS and <币股 $AI > took over liquidity. Capital shifted from pure cat-and-dog trading to launchpad buybacks and coin-stock pairing.

Now we are in the pullback phase of the third round. In the timeline, many people are bearish, saying the market is over.

I don’t see it that way. Since the launch, the market has hardly taken real breaks—so a pullback is normal.

【What to choose, when to enter】

What I’m thinking is to wait until earnings stabilize. It doesn’t necessarily need to return to the highs. Instead, daily income should enter a normalized range—each day stabilizing at a certain level. Once it reaches that stage, then choose targets. Certainty would be much higher than at the current left-side stage.

This is also inspired by @0xcryptowizard’s “AI MEME” theory from the previous cycle. In that theory, the first vote is for emotion/ignition, and the second vote is for the target that can “catch and absorb the incremental capital” after the track is validated.

All these points need to be satisfied:
• Top pullback of 80%+
• Not a pure sentiment-driven market: team/framework/
• The holders haven’t finished distributing yet; we still need to see ongoing value/empowerment later

Of course, RH may be counting as the third wave.

First choice is PONS: it’s the Pump on RH. Daily launches can be in the tens of thousands, and its share is about 80%. What emerges from here and can still be watched: first, the platform coin $PONS itself; and second, the few surviving memes, like UBIK and MICRODUCK.

Of course, 90% of the tickets don’t have a second wave—only the first-wave clearing.

LONG feels more like a “new gameplay validation platform.”
It specifically does stock token pairing.

LONG hasn’t issued a separate super-strong platform coin. The market has been trading $AI as its “actual platform ticket.”

$AI / NVDA: the #1 coin-stock leader, about 180 million
$BONER / HIMS: second place, peak around 55 million to 70 million; currently capital is still around 30 million picking up

STONKBROKER coin-stock track infrastructure, similar to AI: the mechanism is there, not pure sentiment.

Next down are thinner pairings like SPACEHOOD / SPCX, MOO / MU, etc.

【Pure sentiment can only be defensive】

I really like pure memes, but in this stage a pure sentiment-driven market can only be used as a defensive position. CASHCAT is an on-chain sentiment anchor. It died once in July and then made new highs—showing RH still recognizes this symbol. But the cat concept itself has no framework and no revenue, so it can be ignored.

MICRODUCK is similar as well. Pure meme looks good, of course it doesn’t meet the first-principles coin-selection standard—the core position is still PONS.

Overall, the market is still tied to the RH chain and the broader market. When the leaders strengthen, everything can bloom broadly.

#AI #BONER #PONS

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