---
name: long-lane-map
description: "The complete long.xyz lane map on Robinhood Chain: every registered LONG coin above $250k, which meme leads each tokenized-stock lane, plus @0xuberM's own five LONG holdings and the revealed pattern behind them. Rebuilt properly 19 Sep 2026 after Ben caught the first version missing whole lanes. Read before any Robinhood Chain stock-paired screen."
sources: [cowork]
aliases: [lane map, long lanes, stock lanes, one meme per stock, long.xyz lanes, uberm holdings]
---

# LONG lane map

Operationalises [[uberm-framework]] layer 7: one definitive meme per tokenized stock, and it will be on long.xyz.

## ENUMERATION, and the mistake that made the first version wrong
- [stated] Ben, 19 Sep 2026: "You're missing a lot of stuff... Selamoon is linked against MicroStrategy, and there are a lot of other coins that you're missing. Tesla: there are a lot of obvious pairs there." He was right. The first pass found 177 coins and 40 lanes; the correct number is **1,740 registered LONG coins**, and whole lanes (MSTR, MSFT, TSLA, SPY) were missing.
- **The cause: DexScreener `/latest/dex/tokens/{addr}` caps at 30 pairs**, so a deep stock like AAPL or MSTR returns a truncated pair list and the lane looks empty. **DexScreener `search` also silently misses coins entirely** (SAYLORMOON returns nothing there).
- **THE CORRECT METHOD, use this every time:** for each verified tokenized stock, page GeckoTerminal `/networks/robinhood/tokens/{addr}/pools?page=1..5` (20 per page, ~100 per stock), take every counterparty, then confirm with the LONG registry `0x4e3468951d49f2eea976ed0d6e75ffcb44a9a544`, selector `0x1bab58f5(token)`, decoding the FIRST 32-byte word (`result[26:66]`). 62 stock tokens gave 3,550 counterparties and 1,740 confirmed LONG coins.
- A real tokenized stock answers `uiMultiplier()` `0xa60bf13d`; impostors do not. 61 of 312 ticker-symbol contracts are real.
- Registry logs are NOT a shortcut: the registry address carries tens of thousands of unrelated logs and a full-range `eth_getLogs` times out. It also exposes no enumerable getter (tested 24 candidate selectors).

## EVERY LONG COIN ABOVE $250k MARKET CAP, 19 Sep 2026 07:33 UTC (43 of 575 with live pools)
| coin | paired to | mcap | liq | vol 24h | address |
|---|---|---|---|---|---|
| AI | NVDA | $299,982,360 | $1,017,680 | $6,775,066 | 0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 |
| BONER | HIMS | $48,182,884 | $356,847 | $601,968 | 0x98096d17e191b3da1d5f99a6d7b3584351b11e18 |
| MEME | AMC | $29,176,286 | $125,468 | $51,550 | 0x385f4f8ae47651ce5f58f5265395a669f8281e18 |
| MOO | MU | $20,189,881 | $1,450,823 | $702,249 | 0xd9db30bb0d2b8d2eae3826a1372117e058791e18 |
| INU | AAPL | $15,481,655 | $1,313,137 | $1,979,953 | 0x63ee32ac3077d1fbd8a77ebba2a6ed4b8e9c1e18 |
| musebook | META | $13,800,262 | $1,328,416 | $2,061,425 | 0x91a2dae9699f0b82540b5886b0d8759c22820ba3 |
| SCHIFFY | GLD | $7,164,877 | $716,005 | $1,711,963 | 0x42afa2124ca5a2b83898e46b2da9a190995b1e18 |
| ASTEROID | SPCX | $6,932,104 | $790,167 | $2,160,894 | 0xfd82d8db539b6ace0d50815845133767e24f1e18 |
| STRATEGY | MSTR | $6,574,952 | $849,360 | $411,285 | 0x168661c52e5922288dfb2b3f323b6cf90eb21e18 |
| SPACEHOOD | SPCX | $4,638,128 | $633,503 | $483,405 | 0xfe7e19cbce2f896c6c528bc355baf5a768291e18 |
| EARN | SPY | $4,091,183 | $436,258 | $232,203 | 0xa3b6aee90017b72c0812dc1e013de70eb2917ba3 |
| BOXY | AMZN | $3,488,985 | $555,110 | $360,338 | 0x4beede2e87cc6ba3e995b01911d36269465e1e18 |
| LONGCAT | NVDAx3L | $2,813,559 | $1,869,201 | $321,677 | 0x1537fee0675e85a9b3f01938a56c9e6ed6941e18 |
| ANTHROPIG | ANTHROPICx1L | $2,242,893 | $1,514,433 | $370,176 | 0x351ab2c51e223b28d219fe28cc3956410cc11e18 |
| OPEN | AI | $2,208,964 | $439,808 | $742,907 | 0xf1b266c11f68bc936f218ad20712c4feb3e61e18 |
| QUBIT | GOOGL | $2,197,050 | $466,166 | $678,852 | 0xd1e92ba7c7355c2698addd894919cba198601e18 |
| CATGPT | OPENAIx1L | $1,860,723 | $1,266,106 | $252,199 | 0xd6fde6a3fc6ab2d83b2be58383944ca1bade1e18 |
| ICOIN | AAPL | $1,775,579 | $369,995 | $327,883 | 0x5d6ef090a1461b11c9427ac319260122d1c61e18 |
| SHIT | wtFGI | $1,442,511 | $267,369 | $1,412,975 | 0x22eb9f1c5385ed74257da42d8021916c2d837135 |
| WELOVECATS | NVDA | $1,391,635 | $329,363 | $86,884 | 0x134c4fb13dc3c873d699957a8493e463b56f1e18 |
| GASOLINU | USO | $1,278,693 | $361,764 | $487,523 | 0x1e6ea1e89151cdc8443968bf047cfa3177181e18 |
| URANUS | SPCX | $1,237,245 | $321,068 | $5,025,525 | 0xb911f04a24a9f6234537829290335e623ee71e18 |
| CPU | INTC | $1,183,151 | $323,053 | $1,868,797 | 0x8eaa17be69ae9616cede4671e6d837bb89491e18 |
| CLIPPY | MSFT | $1,102,423 | $310,821 | $143,334 | 0x85856f025bf13b8fd2aae2f6da458318744f1e18 |
| MOONCOIN | SPCX | $1,066,273 | $134,836 | $117,099 | 0x6187fcb95dcc42a8d47c2f3906e523fee5bfd09e |
| MONITOR | PLTR | $935,915 | $272,698 | $109,740 | 0x1a911bb954daa9cb38513423075be74450351e18 |
| CACHE | SNDK | $825,977 | $304,270 | $345,503 | 0xafe41f4356c24f716111de1fbbc84e061d291e18 |
| SAYLORMOON | MSTR | $784,256 | $315,276 | $154,426 | 0xd18528b39da6464b3662c331a52181ecb15b1e18 |
| AU | TSM | $723,448 | $281,559 | $91,170 | 0xd4aae326ddd1a2537a92c00e6576e4605e5d1e18 |
| INCEL | INTC | $573,149 | $202,922 | $91,374 | 0x12d834f0780c367909319c73f42310dc0b201e18 |
| INVEST | SPY | $556,820 | $202,518 | $226,965 | 0x4b7720cb7025ecebe616fc6c93185ae4414c1e18 |
| PAWSINU | UNI | $492,226 | $195,458 | $1,112,813 | 0x99544c92856bbba2982980333dd61ac325421337 |
| PEPTIDES | LLY | $410,762 | $209,893 | $8,015 | 0x52f380a513112428723abf8afed125824e4a1e18 |
| RSI | GOOGL | $409,879 | $180,231 | $343,507 | 0xce4c9418b8e9bcad3e4ba2bd84123a49a6911e18 |
| AGRIPPA | META | $408,553 | $177,829 | $4,132,471 | 0x82ef09793c78f7cb6a2b6696fcdca8e1c3581e18 |
| SHI | BA | $365,538 | $155,957 | $199,252 | 0xccaf2ea73f204d7dc2f2c723579d9ff7cce61e18 |
| RIZO | TSLA | $364,315 | $162,160 | $154,715 | 0xc99fd9ff8494229c8271a9053e489f6405f61e18 |
| AP | AAPL | $340,231 | $149,686 | $17,336 | 0x69c68e4c00c6f6e4ac027300293a879be1e11e18 |
| ANT | ANTHROPICx1L | $338,092 | $264,555 | $17,497 | 0x36e93e3f85472f206faf96a2c2313355f9be1e18 |
| FATCOIN | LLY | $308,574 | $144,945 | $107,049 | 0x7175c4666317738d3bc1c00a12218a691f081e18 |
| ICU | SPY | $290,286 | $139,211 | $6,576 | 0x51c7a88230f9e11945c25d058a583e6703e61e18 |
| NASTY | MSTR | $273,140 | $134,663 | $22,218 | 0x75983916521ac4a7fafad7568819463cebde1e18 |
| STONKS | SPY | $270,452 | $138,346 | $74,063 | 0x1ec871553be07dc68ec1661c32eca7e2e46e1e18 |

## LANE DOMINANCE, the settled versus contested split
- **Settled (leader more than 5x the next):** NVDA 215.6x, MU 642.8x, AMC 455.0x, GLD 94.0x, AMZN 78.0x, wtFGI 181.3x, UNI 21.0x, SNDK 16.8x, BA 15.9x, MSFT 15.3x, META 33.8x, AAPL 8.7x, MSTR 8.4x, SPY 7.3x, PLTR 6.7x, ANTHROPIC 6.6x, GOOGL 5.4x.
- **Contested, do not call a winner:** SPCX 1.5x (ASTEROID vs SPACEHOOD vs URANUS vs MOONCOIN, 50 coins), TSLA 1.7x (RIZO vs FTR vs TSLR, 30 coins), INTC 2.1x (CPU vs INCEL), LLY 1.3x (PEPTIDES vs FATCOIN), TSM 4.8x.
- **Sole coin in its lane:** BONER (HIMS), LONGCAT (NVDAx3L), OPEN (paired to AI itself), CATGPT (OPENAIx1L), GASOLINU (USO).

## @0xuberM's OWN LONG BOOK, measured on chain 19 Sep 2026
Wallet UBER M TRADING `0xdce001e4ec11ab58650c51ae9658accbe0f49c48`. Total Robinhood Chain book **$767,213** across exactly five positions. His fomo wallet `0xcf6cdf01acb524d8e53d1d13b1a89fcadbd7034c` holds none.
| coin | pair | value | share |
|---|---|---|---|
| AI | NVDA | $601,029 | 78.3% |
| MOO | MU | $91,625 | 11.9% |
| SCHIFFY | GLD | $51,517 | 6.7% |
| OPEN | AI | $20,086 | 2.6% |
| SPECSY | SNAP | $2,939 | 0.4% |

### THE REVEALED PATTERN, what he bought versus what he skipped
He skipped every one of these despite size: BONER $48mm, MEME $29mm, INU $15mm, musebook $14mm, ASTEROID $7mm, STRATEGY $6.6mm, EARN $4mm, BOXY $3.5mm, QUBIT $2.2mm, CLIPPY $1.1mm. So lane dominance alone does not explain the book. Three rules do:
1. **The underlying must be core to the AI trade.** NVDA (the chip), MU (the memory), AI itself (OPEN is paired to AI, the base asset). Every consumer-brand lane is skipped: Apple, Amazon, Meta, Google, Microsoft, Netflix, Costco.
2. **The lane must be crushingly uncontested.** NVDA 215.6x, MU 642.8x, GLD 94.0x, and OPEN is the only coin paired to AI. He owns nothing in a lane under 5x. SPCX at 1.5x, TSLA at 1.7x and INTC at 2.1x are exactly the lanes he avoids.
3. **Extreme concentration.** Five names, 78% in one. He does not spread across lanes even when several qualify.
- SCHIFFY (GLD) is the one position outside the AI theme, and it is the debasement trade with a famous namesake. SPECSY (SNAP) at $2,939 is a remainder, not a position.
- This pattern PREDICTS: the names that fit his own rules and that he does not yet hold are **CACHE (SNDK, memory, 16.8x)**, **AU (TSM, the foundry, 4.8x)**, **LONGCAT (NVDAx3L, sole)**, **CATGPT (OPENAIx1L, sole)** and **ANTHROPIG (ANTHROPICx1L, 6.6x)**.

## BEN'S OVERLAP
- Ben's Robinhood Chain positions are STONKBROKER `0xe934e36a439c94017b64a3fece66af12099abf50` and SESTRI. **Neither is a registered LONG coin.** As of 19 Sep 2026 he has zero exposure to the lane thesis.

## SHORT-LIST RESOLUTION, 19 Sep 2026 15:00 Bangkok. Two of my own calls RETRACTED.

**THE LEVERAGED-WRAPPER TRAP, new and important.** Not every "stock" in a LONG pair is tokenized equity. Check `name()` on the pair asset:
- Real spot: "NVIDIA • Robinhood Token", "Microsoft • Robinhood Token", "Strategy Inc. • Robinhood Token", "Sandisk Corporation • Robinhood Token", "Space Exploration Technologies Corp. Class ..." (pre-IPO spot DOES exist). These answer `uiMultiplier()`.
- Leveraged wrappers: "NVDA 3x Long" `0xf51fb54de60f6e16252e852a5ed0e60b8307606a`, "OPENAI 1x Long" `0xfe09fb328be1c286b4f597ed34764b7472ae72c5`, "ANTHROPIC 1x Long" `0x1937cad42b17d43bb2b347ce16d5288887c46c33`. These do NOT answer `uiMultiplier()`.
- Consequence for the thesis: a leveraged wrapper's pool is not the spot equity pool Robinhood needs deep, so it does not serve the kingmaker's goal. A 1x Long still tracks spot; a 3x decays.
- **RETRACTED: LONGCAT.** I put it in a DONE list. It is paired to NVDA 3x Long, not NVDA. Wrong call, withdrawn.
- OpenAI and Anthropic have NO spot token on the chain, only 1x Long wrappers, so CATGPT and ANTHROPIG are the only way to express them and that is a real point in their favour; it just is not equity.

**Drawdown and trend, measured from daily candles 19 Sep 2026** (mcap now, ATH mcap, off ATH, ATH age, 7-day trend):
| coin | now | ATH | off | age | 7d |
|---|---|---|---|---|---|
| QUBIT | $2,197,050 | $2,746,889 | 20% | 14d | +1% |
| BOXY | $3,488,985 | $4,220,544 | 17% | 2d | +68% |
| STRATEGY | $6,574,952 | $12,409,151 | 47% | 4d | +67% |
| CLIPPY | $1,102,423 | $4,350,044 | 75% | 18d | +13% |
| CACHE | $825,977 | $4,963,241 | 83% | 17d | +22% |
| EARN | $4,091,183 | $7,978,327 | 49% | 7d | -42% |
| ANTHROPIG | $2,242,893 | $18,185,848 | 88% | 7d | -6% |
| CATGPT | $1,860,723 | $21,282,851 | 91% | 7d | -84% |
| AU | $723,448 | $8,712,714 | 92% | 18d | -10% |

- **RETRACTED: AU (TSM).** I called it the biggest gap between underlying importance and meme size. The gap exists because **the trade already happened**: $947k on 28 Aug to $8.7mm on 2 Sep, now $723k. Every caller who pumped it (@cfm_sol 32k followers, @Motier_crypto) went silent after 2 Sep. Good thesis, spent setup. Withdrawn, watch only.

**X narrative ownership, checked 19 Sep:** CACHE has a dedicated @CacheCowLong posting the exact UM-shaped thesis ("Memory is the infrastructure layer of the AI trade, $SNDK is the stock, $CACHE is the meme"). CLIPPY has @ClippyMSFT publishing onchain MSFT volume comparisons and tagging @longdotxyz. QUBIT has @qubitthedogcoin with real lore (Qubit was a real dog at Google Quantum AI) and an AI-lane adjacency meme pairing it with $AI. SAYLORMOON has @saylormoonlong plus @ZygfridS (50k) coverage; STRATEGY has @strategystock (1.4k). The MSTR lane is not settled on narrative even though STRATEGY leads 8.4x on cap.

## FIVE-PASS VERIFICATION OF BOXY, QUBIT AND CACHE, 19 Sep 2026. Ben's CACHE objection was correct.

**Pass 1, data integrity.** All three: `totalSupply` exactly 1,000,000,000, DexScreener mcap reconciles with supply x price to the dollar, no impostor contract. **None of them burns and none has a vault**, unlike MOO (1.1% burned, ~$2,762/day) and AI (fed by LONG protocol fees). These are pure lane bets with zero value accrual.

**Pass 2, holder velocity, reconstructed from every transfer and gate-passed at 0.0000% drift:**
| coin | 9 Sep | latest | change | top10 | pool share |
|---|---|---|---|---|---|
| BOXY | 1,079 | **1,768 (19 Sep)** | **+64%, accelerating (+306 on the last day)** | 22.40% | 8.54% |
| QUBIT | 1,136 | **1,898 (17 Sep)** | **+67%** | 28.12% | n/a |
| CACHE | 2,202 | **1,937 (17 Sep)** | **-12%, falling every single day** | 38.78% | 20.14% |
- CACHE printed +43.94% on the day while holders fell. Bounce into a falling holder count is the distribution shape, not accumulation.

**GATE BUG FIXED, mechanical.** `holders3.py`'s reconciliation probe compared reconstructed balances against live `balanceOf` for the top six holders. The Uniswap v4 singleton `0x8366a39CC670B4001A1121B8F6A443A643e40951` is always one of them and its balance moves between the log snapshot and the live call, so it can NEVER reconcile and the gate failed on two perfectly good reconstructions. The script now excludes the PoolManager from the probe set. Drift plus gaps remain the real gate.

**Pass 3, lane reality, measured by pool depth as well as cap. A non-LONG rival is invisible to the registry.**
- **AMZN: settled.** BOXY $592,443 pool vs SENDER $59,613 and CANAL $46,211. 9.9x by depth, 80x by cap. No non-LONG rival of size.
- **GOOGL: contested.** QUBIT $519,120 pool leads the LONG lane 5.4x over RSI, but **FLYBRAIN `0x4Eb990547BCe4a982432CA88Cf5fae7EED1A2d35` at $1,558,861 mcap is NOT LONG-registered** and sits 1.3x behind QUBIT's $2,016,000. Under UM's framework a non-LONG rival does not win the long game; for today's price it absolutely competes.
- **SNDK: CACHE is not even the biggest meme on its own stock. CANAL `0xb796a2cc2f85eCc4772a96B7A58A0d626cC6AEc8` is $1,279,195 against CACHE's $830,000**, also not LONG-registered.
- Direct stablecoin depth for the underlying, which is the route the router actually takes: AMZN $1,087,038, GOOGL $2,908,469, SNDK $649,451.

**Pass 4, Ben's MOO objection, confirmed as a live risk and dated.** [[moo-liquidity-thesis]] records the MOO operator saying on 11 Sep that his plan is to launch MOO against **SNDK, SKHY and other memory stocks**, "coming week or weeks". Checked all 16 MOO pools today: **no SNDK pool yet**, only MU, stables, WETH and two dust MOO/AI pools. So it has not happened, and when it does CACHE faces a $20.6mm coin entering an $830k lane it currently leads. Ben: "Cache, maybe not so much, because MOO is probably soon going to include those liquidity pools of other memory providers." Correct.

**Pass 5, attention and the kingmaker.** @Natan_benish has named **none** of the three, so no anointment differentiates them. Caller quality does: QUBIT has @gem_detecter (128,731 followers) and @kikcharts (16,346); BOXY has several small but organic accounts (@BOXYboxcat, 954 to 1,888 follower callers); CACHE has @CacheCowLong at 699 followers and nothing else. Flow is roughly balanced on all three with a slight sell tilt.

**REVISED CALLS:** BOXY buy, QUBIT buy with FLYBRAIN as the named watch item, **CACHE dropped**.

## THE BIGGEST LESSON OF THE WHOLE SESSION: CHECK THE FLEET'S OWN DATABASES FIRST
- I rebuilt a LONG-coin universe three times from public APIs before noticing that **`longboard.service` on the kookwatch droplet already indexes every long.xyz launch into `/opt/longboard/lb.db`, table `tok`, 6,523 rows**, columns asset, ticker, numeraire, launcher, ts, block, sym, quote, liq, mcap. It reads the LONG launcher `0x22e99278308b393ea1260859b181ad7e78f5eeed` with event topic `0xadc6f1f726f7c710f77ec06adc75f3bb964e5be19581b072c67f7b9b4039267b`, which is the authoritative launch feed and far cheaper than crawling pools.
- **STANDING RULE: before building any Robinhood Chain universe, list `/opt` on the droplet and read the relevant bot's sqlite. Thirty-one services are already collecting this chain.**
- Caveats found by cross-checking, so use both sources: lb.db's `mcap` is recorded near launch and is stale (only 6 rows read over $250k), its `quote` is null on 5,292 of 6,523 rows, and it does NOT contain the older majors (AI, MOO, INU are absent). Its `numeraire` column shows **191 distinct stocks**, far more than the 62 my ticker-seeded crawl found. So: lb.db gives the widest universe and the stock list, the registry gives the authoritative pairing, DexScreener gives live price.
- **Pricing all 6,523 lb.db assets live surfaced exactly one name my map missed above $250k: LOCKHEEDINU / LMT `0xba60a394627379ff6ae9688ef30b11da5a641e18`, $522,069.** LMT was never in my 97-ticker seed list. The other quote symbols my seed missed and that need adding next run: LMT, DJT, SGOV, GME.

## STANDING TO-DOS
0. **Start from `/opt/longboard/lb.db` on the droplet, not from a public-API crawl.** Take its distinct `numeraire` values as the stock list and its `asset` values as the candidate universe, then price live and confirm pairings against the registry.
1. Re-run the map weekly with the GeckoTerminal method above. Leader, dominance ratio and empty lanes are what move.
2. A lane under 3x dominance is unresolved and never gets a winner call.
3. Watch the empty and thin mega-cap lanes for the first credible LONG launch; the first mover has won every settled lane so far.
4. Cross-check every new candidate against this map before screening. If it is not the lane leader and not plausibly about to become it, UM's framework says it is the wrong expression of the view.