---
name: rh-memestock-arena
description: The Robinhood Chain "memestock arena" — memecoins whose deepest pool quotes against the tokenized STOCK they mock rather than ETH or USDG. Read whenever Ben asks which coin is "the X play" on RH chain, names a ticker/stock pairing, or asks about SAYLORMOON, MOO, GG, AI, BONER, FATCOIN or the sector as a whole.
sources: [cowork]
aliases: [memestock-arena, tokenized-stock-memecoins, stock-paired-memes, rh-arena]
---

# Robinhood Chain memestock arena

Companion to [[rh-chain-radar]], [[rh-chain-thesis]], [[rh-launchpad-sector]], [[screen-log]].
Mapped 2 Sep 2026 ~10:40 UTC, container-only (DexScreener + twitterapi.io).

- [stated] 2 Sep 2026 Ben framed the sector himself: "we have saylormoon linked to microstrategy, we have gg with gold — what's the micron one?", then "also for lly". He is navigating by stock, not by ticker.

## The structural signature — this is what defines the sector
- **The deepest pool quotes against the tokenized EQUITY, not WETH or USDG.** Verified on chain: MOO's top pool ($1.66M liq, $9.79M of its $9.8M 24h volume) quotes **MU**; SAYLORMOON's top pool ($620k) quotes **MSTR**; GG's second pool ($209k) quotes **GLD**.
- Consequence: these are relative-value trades against the stock, not dollar trades. A DexScreener USD chart hides that.
- **Look up "the X play" by scanning quote tokens, not by searching the meme's name.** `search?q={TICKER}` then filter `quoteToken.symbol == TICKER` finds the whole cohort in one call.
- Tokenized-stock CAs found: **MU 0xfF080c8ce2E5feadaCa0Da81314Ae59D232d4afD**, **LLY 0x8005d266423c7ea827372c9c864491e5786600ea**.

## The board, 2 Sep 2026 ~10:40 UTC
| meme | stock | mcap | vol24 | CA |
|---|---|---|---|---|
| **AI** Artificial Inu | NVDA | $219.2M | $31.1M | 0x2E8c31162b855A2ffa90F6F8634643Ad6F111e18 |
| **BONER** Boner Coin | HIMS | $51.5M | $5.05M | 0x98096d17e191B3dA1d5f99a6D7b3584351b11E18 |
| **microduck** | NVDA | $34.2M | $2.28M | 0xD5f1afEA47b1A9eab414D2ee740cF1d6d039E725 |
| **MOO** Memory cow Moo | **MU (Micron)** | $27.9M | $9.79M | 0xD9dB30BB0D2b8d2eae3826A1372117E058791e18 |
| **SPACEHOOD** | SPCX | $14.1M | $4.40M | 0xFe7E19CbCe2f896C6C528BC355bAF5a768291E18 |
| **ORBIO** Orbio.so | NVDA | $10.1M | $4.59M | 0xAa07A0e9209e16aC99708C3EC70159c6eF3128A3 |
| **Rabbit** Quantum White Fiber | WYFI | $7.30M | $6.85M | 0xCD1cca2B3d0A11b295c42fe765ea8f895c2D0901 |
| **UBIK** ubik | GLD | $6.37M | $14.5M | 0x812486EAea648819853F8E372dc9f1516C7868Bd |
| **GG** Golden Goose | GLD | $5.64M | $1.85M | 0xcaCB0e9caCcee63ec4d82952E561a291c68Bcb68 |
| **NUDES** Send Nudes | SNAP | $3.97M | $5.21M | 0xbe98b75361935b18d688409424a869a4C3dC7401 |
| **SAYLORMOON** | MSTR | $3.89M | $3.27M | 0xD18528b39dA6464B3662c331a52181ecB15b1E18 |
| **LIGMA** | FIG | $2.75M | $4.78M | 0x9F2C82a2b5C40472A3c6Aa3d678C5858345EC71e |
| **BAWSAQ** | TTWO | $1.84M | $5.05M | 0x756A626544D90585fF9E5E6edEF5406a69b45C9c |
| **DOGGIE** Doggie Mode | TSLA | $1.75M | $0.49M | 0xa9eFe2Fc94dE79734C03051515F48f254Ce61e18 |
| **DINO** Chrome Dino | GOOGL | $1.65M | $2.36M | 0x000b2164a76560323163343431Db8bE550F164B8 |
| **FATCOIN** | **LLY (Eli Lilly)** | $1.58M | $9.19M | 0x12D5ee7917cA430073C3A638ee1e6f0648A98a01 |
| **PEPTIDES** | LLY | $1.35M | $1.30M | 0x52F380A513112428723abF8AFED125824E4A1e18 |
| **LUCIA** | TTWO | $1.17M | $7.21M | 0xAE12303Bd73442d3C8Dba9a58b164070d78a1E18 |

## MOO — the Micron one, and the sector's cleanest example
- "Memory cow Moo": pun fusing Micron's **memory** business with a cow's **moo**. X @memorycowmoo (1,660 followers). First pair 20 Jul 2026; was a **~$650k coin on 28 Aug** per @hoodicorns, now **$27.9M** — roughly **43x in 5 days**.
- 2 Sep state: mcap $27.9M, top-pool liq $1.66M, vol24 $9.79M, **+112% h24**, 18 RH pairs. **h24 txns 6,043 buys / 10,803 sells — sells lead by 1.8:1 while price doubled**, so this is distribution into strength, not accumulation.
- **LBank world-premiere listing announced 1 Sep 2026** (@LBankUpdates, @LBankVietnam). Micron itself is unaffiliated.
- Same dev also runs **$LONGDOG** (@MrbVenture: "$MOO is the clean one… $LONGDOG is the unhinged one"). Bull framing on X is the **memory supercycle / DRAM shortage** narrative, not the meme.
- **ACTIVE SCAM: a "$MOO claim portal" campaign is running from sub-15-follower accounts** (@Vanessa17665394, @rlawldms519, @hyunwoo6188, @DohyeongG…) posting the real CA with a claim link. Classic drainer. Never touch a claim portal for this token.

## FATCOIN — the LLY one, and it is a different object entirely
- Paired to tokenized **LLY**. Launched **1 Sep 2026 14:34 UTC**, so ~20 hours old at the read; +40,677% h24 is a launch print, not a trend.
- $1.58M mcap on **$273k liquidity across 30 pairs** (top pool only $152.6k) against **$9.19M vol24** — 34x pool turnover, churn not accumulation. h24 txns **15,933 buys / 20,252 sells**, and it was **-19.5% on the hour** at the read.
- X @FatcoinLLY plus an X Community. **Impersonator live: a second "FATCOIN" at 0xb68CF66b498fF6350cf6B58E5707f3C700103Ba4, $3.7k, -92.6%.** Match on the CA above.
- Runner-up **PEPTIDES** launched **2 Sep 08:33 UTC**, ~2 hours old, deeper top pool ($323k) than FATCOIN but **zero socials of any kind**.
- The bigger GLP-1 expression is **BONER at $51.5M paired to HIMS** (telehealth), not to LLY — launched 20 Aug, website app.long.xyz, and the only one in this cohort with >$4M aggregate liquidity.
- **Rule this cohort teaches: the "X play" for a stock may be hours old with a four-figure pool. Always print the pair creation timestamp and total-vs-top-pool liquidity next to the mcap, or a 20-hour-old $273k-liquidity token reads like a peer of a $28M six-week-old one.**

## Position status
- Ben holds **none** of these. His Robinhood Chain book at the 24 Aug snapshot is STONKBROKER ($12,900) and SESTRI ($2,400) — see [[ben-positions]]. No overlap with the arena.

## 2 Sep 2026 ~10:50 UTC — PLATFORM ANATOMY. The arena is three different launch platforms, not one.
- [stated] Ben: "Look into if Fatcoin does buybacks. And all the other stuff that makes AI successful and some of the other coins successful, what features does Fatcoin have?"
- **METHOD THAT CRACKED IT, reusable on any chain: hash the runtime bytecode of every peer token, then pull the Uniswap v4 `Initialize` event to get each pool's hook.** `eth_getCode` + sha256 groups the clones; `topic0 = 0xdd466e674ea557f56295e2d0218a125ea4b4f0f6f3307b95f85e6110838d6438` (`Initialize(bytes32,address,address,uint24,int24,address,uint160,int24)`) on PoolManager 0x8366a39c with `topic1 = poolId` returns fee, tickSpacing and **hooks** directly. Find the creation block by binary-searching block timestamps against DexScreener `pairCreatedAt` — do NOT extrapolate from an assumed block rate, that produced 300M-block estimates and five NOT-FOUNDs.

### Platform A — Doppler. AI, MOO, BONER, SAYLORMOON, PEPTIDES.
- All five are **byte-identical 44-byte ERC-1167 clones** pointing at implementation **0x3be8b97fd0e713b5abe0649fa830223b6b4bc599** (13,927 bytes). Hook for every one: **0x4e3468951d49f2eea976ed0d6e75ffcb44a9a544, verified, `DopplerHookInitializer`** (25,533 bytes). Static fee field = **8388608 = 0x800000, the v4 DYNAMIC-FEE flag**; tickSpacing 8.
- Token powers the others do not have: **vesting** (`vestingSchedules`, `vestingOf`, `vestingStart`, `release`, `releaseFor`), **ERC20Votes governance** (`delegate`, `getVotes`, `getPastVotes`, `checkpointAt`, `CLOCK_MODE`), **pool lock** (`lockPool`, `unlockPool`, `isPoolLocked`), permit, `controller()`, `updateTokenURI`.
- Hook powers: `updateDynamicLPFee`, `getBeneficiaries`/`getShares`/`updateBeneficiary`, `collectFees`, `graduate`, `exitLiquidity`, `airlock`.
- `getState(asset)`: numeraire = the tokenized stock (MOO→MU, AI→0xd0601ce157db5bdc3162bbac2a2c8af5320d9eec, BONER→0xccee82fe024c36fa15e1005ede3e9e4787e23d09, PEPTIDES→LLY), **1,000,000,000 tokens on the bonding curve**, status 2, all sharing dopplerHook 0x6f02324d20cc679d0e585290caa6b16bacbc0f77.
- **Live dynamic LP fee measured from PoolManager slot0 (`extsload` at keccak(poolId·6)+3 gives liquidity; slot0 itself is at keccak(poolId·6)): 0.700% on both MOO and AI.**
- **Accrued fees are enormous and this is why the format exists.** MOO: `getCumulatedFees0` **81,470,563 MOO** (~$1.96M at $0.0240) + `getCumulatedFees1` **110.57 MU**. AI: **72,679,786 AI** (~$15.9M at $0.219) + **1,820 NVDA**.
- **Split is 95% / 5%, and NEITHER share reaches a token holder.** MOO 95% → 0xf415398e3705414f1f02ddbeeff319b906f6fa07, 5% → 0xedeaa06e2eb42a5c19ce27c6cffb36fd4fe1eda8 (both bare EOAs). AI 95% → 0x4a0cb7eef4b4dc31c75eac705e03463cfc3c5cb2 (23-byte EIP-7702). BONER/PEPTIDES 5% → 0x21e2ce70511e4fe542a97708e89520471daa7a66, a verified **SafeProxy** multisig.
- **CLAIM AUDIT — "$MOO community vault, fees recycle" (@MrbVenture, 12,135f): FALSE as stated.** There is no vault. MOO's 95% beneficiary EOA has **2 token transfers in its entire history** (9.20 MU out 27 Jul, 9.20 MU back 28 Jul). Nothing has ever been collected or recycled.

### Platform B — V2MemeHook. GG. The only real buyback machine on the chain.
- Hook **0xe5e702641ea86f4ae6cc3cdaed2b886f976be044, verified, `V2MemeHook`** (15,167 bytes), factory 0x7ed598bcef8bd9edd8c97a195c6d13f40801ec7e, static fee 0, tickSpacing 200.
- Real buyback surface: `buybackVault`, `buybackBurnBps`, `pendingBuyback`, `setBuybackEnabled`, `setBuybackVault`, `sweepPoolFees`, `feeSweepOperator`, `pendingCreatorTax`. Globals: hookFeeBps **100 (1%)**, buybackBurnBps **5000**, protocolFeeShareBps **3000**, maxInternalPriceImpactBps **300**, owner/protocolFeeRecipient 0x263ed295dafae1d9aadd6e56c4b6f9f38ee019dd.
- **CLAIM AUDIT — "GG uses trading fees to buy back GLD" (weexglobal_ch and others): FALSE at the contract right now.** `launches(GG/GLD poolId)` returns creatorTaxBps 100, protocolFeeShareBps 3000, buybackBurnBps 5000, hookFeeBps 100 and **`buybackEnabled = false`**. Only the GLD pool is registered with the hook at all — GG's WETH ($1.85M vol) and USDG ($1.79M vol) pools have **no launch record**, so most of GG's volume pays this hook nothing. buybackVault 0x42df2a798f82289e177311362e8f5ccc45c1219c holds **0 GG and 0 GLD**.
- The vault is nonetheless **live for other tokens**: inbound in one hour on 2 Sep — MEMECOIN 779,621 · rig 656,756 · PLTH 587,835 · KET 558,807 · SERA 352,942 · NUKE 268,685 · KITTY 127,316 · USEDTESLA 39,979. **If Ben wants the buyback mechanic, those tickers are where it is actually switched on, not GG.**

### Platform C — LaunchHook / RWAERC20LaunchpadFactory. FATCOIN. No buyback, no anything.
- Token **0x12D5ee7917cA430073C3A638ee1e6f0648A98a01** is a standalone 4,657-byte contract, **not a clone of anything**. Hook **0x778b0c4eea7d35d66513b587ba87fc9084b0eacc, verified, `LaunchHook`** (10,342 bytes); factory **0xe64ac4113848bbc1a6dde1a6d1da96720a36f297, `RWAERC20LaunchpadFactory`**; static fee **0**, tickSpacing 200.
- `poolConfig(0x46ba8216…)` decoded: creator **0xf372491efb33887402640adf744579601d76b995**, platformTreasury **0x1caa1962428382106eb3f29b9719bdf797621c90** (both bare EOAs), **baseFeeBps 100 (1%)**, **creatorBps 5000**, **platformBps 3000**, **referrerBps 2000**, antiSnipeStartTotalBps **9900**, antiSnipeWindowSeconds **16**, launchTime 1788273271.
- **So 1% of every swap splits 50% creator / 30% platform / 20% referrer and NOTHING returns to the token.** The hook's whole function list is `feeEscrow`, `poolConfig`, `seedLiquidity`, `registerPool`, `deployer`, `factory`, `wired`, MAX_BASE_FEE_BPS 1000, MAX_TOTAL_FEE_BPS 9900. **There is no buyback, burn, vault, vesting, governance, pool lock or dynamic fee anywhere in the stack.**
- feeEscrow 0x4f2b1cda8748cd64c56039bf5e2e54bc13d4a3d7 has **2 transfers in its whole history** (5 CACA, 5 MANCER, 20–21 Aug). Nothing from FATCOIN. Creator EOA has **zero token transfers ever**.
- Token powers: supplyCap == totalSupply == exactly 1,000,000,000, so **no mint headroom**; `mint`, `mintTo`, `pause`, `burn`, `grantRole` selectors all **ABSENT**. But **`updateName(string)` and `updateSymbol(string)` are PRESENT** — the DEFAULT_ADMIN_ROLE holder can rename the token. `hasRole(0x00, creator)` = false, so **who holds that role is UNRESOLVED**.

### FATCOIN market state and X audit, 2 Sep ~10:50 UTC
- Pool 0x46ba8216b5d05ff33427b976663836ec5b34b3e261f374f9a5e773d776d3af85: price **$0.001329**, mcap **$1.33M**, liq **$139,624** (50.2M FATCOIN + 61.78 LLY). m5 17/10 -3.4% · h1 **136 buys / 85 sells, -32.2%** · h6 844/763 -1.2% · h24 15,944/20,266, **$9.20M volume = 66x pool turnover**.
- **h1 buys > sells while price falls 32% is the distribution signature** from lowcap-screen check 2: many small buyers absorbing few large sellers.
- MOO same moment for contrast: $23.76M mcap, $1.52M liq, h1 **111 buys / 240 sells, -7.9%**.
- X: **`$FATCOIN buyback` returns ZERO posts** — the buyback is not even a claim anyone is making. **`from:FatcoinLLY` returns zero indexed posts** (fresh-account index gap or dead account) — UNRESOLVED.
- Amplifiers all fired inside 47 minutes on 1 Sep (16:33–17:20 UTC), ~2h after launch: @qkl2058 77,612f (Chinese, GMGN copy-trade shill), @ansemstealth 39,345f, @cfm_sol 30,114f, @VegaSnipes 5,843f, @Motier_crypto 3,088f. Coordinated push, not organic discovery.
- @whalewatchRH repeatedly calls **$1.0–1.5K buys** "a CASHCAT whale".
- **Phishing live on FATCOIN too**: @emeline_lr (141f), @Asmaa91 (198f) posting "portal live / allocation claimed" with the correct CA.
- The only substantive thesis on X (@Motier_crypto): "the product structure itself tells the meme — the main pool is FATCOIN/LLY." True, and it is the entire product.

## 2 Sep 2026 ~11:15 UTC — DINO run through the same anatomy, and the buyback flag is PROVED meaningful
- [stated] Ben: "what about dino?"

### DINO is Platform B (PONS V2), with the buyback switched OFF
- Token **0x000b2164a76560323163343431Db8bE550F164B8**, 3,248 bytes, **VERIFIED as `PonsV2LauncherToken`** — same contract family as GG, UBIK and microduck (identical size, differing immutables). Hook is **`V2MemeHook` 0xe5e702641ea86f4ae6cc3cdaed2b886f976be044**, the buyback-capable one. Main pool DINO/GOOGL **0x5e2cf3ad5d8e7ad0…**, static fee 0, tickSpacing 200, GOOGL = 0x2e0847e8910a9732eb3fb1bb4b70a580adad4fe3.
- `launches(GOOGL poolId)`: registered 1, creator **0xc603c8fb07e1f182ac34c41e176e4244606e734b**, buybackCreatorRecipient/deployer **0x619ab513ad80814a43a68c38b82187dab91c3e42**, creatorTaxBps **0**, protocolFeeShareBps 3000, buybackBurnBps 5000, hookFeeBps **100 (1%)**, **buybackEnabled = 0**.
- **THE FLAG IS REAL AND OTHERS USE IT. `launches()` on KITTY/GME (mcap $514,990) returns `buybackEnabled = 1`** with the same hookFeeBps 100 / burnBps 5000. So buyback-off on DINO and GG is a deliberate configuration, not a dormant feature. **Standing method: never call a flag inert without finding a peer where it is set.**
- Nothing has been bought back: buybackVault 0x42df2a798f82289e177311362e8f5ccc45c1219c holds **0 DINO**, zero DINO transfers to it ever, **0 at 0x…dead and 0 at the zero address**.
- Only the GOOGL pool is registered. DINO/USDG ($287k vol24) and DINO/ETH ($94k vol24) have **no launch record**, so ~15% of volume pays the hook nothing — the same partial-registration pattern as GG.
- Token powers (verified ABI): `burn`, `burnFrom`, `curve`, `deployer`, `description`, `getTokenInfo`, `launchFactory`, `logo`, `socials`. **No mint, no pause, no fee setter, no vesting, no votes, no pool lock.** `description()` = "Chrome Dino 🦖". Richer than FATCOIN (holder-callable burn + on-chain metadata), far poorer than Doppler.

### Market, 2 Sep ~11:15 UTC — it is 3.6 hours old
- Launched **2026-09-02 07:37:36 UTC**. Price $0.001635, mcap **$1.64M**, main-pool liq **$104,512**, aggregate **$240,647 across 30 pairs**, vol24 $2.55M = **24x main-pool turnover**.
- m5 59/54 -1.7% · h1 **1,580 buys / 1,300 sells, +80.0%** · h6 = h24 9,902/7,781, +3,726%. **Buys still leading with price rising: launch phase, not yet distribution** — the opposite of FATCOIN at the same moment (135/93 buys but **-24.7% on the hour**, the absorption signature).
- Holder counts for scale at this timestamp: MOO **5,717** · FATCOIN **3,591** · DINO **3,162** · PEPTIDES **895**.

### X claim audit — one load-bearing claim, and it is FALSE
- **CLAIM: "Run Dino. Mint $DINO. Earn GOOGL. That's the loop." / "Play to Earn GOOGL"** — @Cooper_Parker12 (666f), @unidoshernan (2,292f), @Mikocrypto11 (17,228f). **FALSE at the contract.** There is no mint function, no game contract, no reward distributor, and `buybackEnabled = 0` so no GOOGL is recycled at all. Deployer holds **0 GOOGL**; the 291-byte creator contract holds **15.65 GOOGL**, which is the entire GOOGL position anywhere in the project's control.
- **TWO IMPERSONATOR CONTRACTS circulating with real follower counts behind them.** @robindinoxyz (43f) posts "$DINO IS LIVE ON ROBINHOOD" with CA **0x51697464fF6b5e5d98E59d5814524Fb47717BbC0** — that address has **no Robinhood-chain pairs at all**. @allornothing_np (5,222f) posts "Gamble $DINO … contract **0xdd03bf5b62ce42ec7edbdfe53a43d5bf24983f55**, mcap $110k" — a third address again. Only 0x000b2164… is the traded token.
- **No verifiable project account. `from:dinogooglerh` (the handle DexScreener lists) returns 0 indexed posts; `from:chromedino_rh` also 0.** UNRESOLVED, and with two fake CAs live it matters.
- **@cfm_sol (30,116f) pushed FATCOIN on 1 Sep and DINO on 2 Sep in the identical template** ("$TICKER 1.49m dyor" + CA + okx wallet link). @FomoChemist (7,898f) and @BadManLeek (2,936f) posted **byte-identical copy** ("climbed from $409K → $1.5M MC — a strong 5x gain. Caught this one early. More early plays in the VIP group") — a paid call-group template run across two accounts. Chinese CT coverage is heavy but is mostly GMGN/Debot copy-trade referral spam.
- @whalewatchalert (187,995f) appears only to note a community banner upload on Moby — not coverage.

### Where this leaves the arena, one line each
- **Doppler (AI, MOO, BONER, SAYLORMOON, PEPTIDES): the most machinery** — vesting, votes, pool lock, dynamic 0.70% fee, huge accrued fees — **and none of it pays a holder**; the split is 95% to a bare EOA.
- **PONS V2 (GG, DINO, UBIK, microduck): the only platform that CAN buy back and burn**, and it is switched off on both GG and DINO; it is on for KITTY.
- **RWAERC20LaunchpadFactory (FATCOIN): no mechanism of any kind**, 1% fee split 50/30/20 to EOAs.

## 2 Sep 2026 ~11:35 UTC — BASE RATES across all 18 arena tokens. The winners are NOT distinguished by contract features.
- [stated] Ben: "what are the features that the most successful coins in this category have in common?"
- Method: full sweep of 18 stock-paired tokens — bytecode family, v4 hook, `launches()` config, age from pair creation, aggregate liquidity and volume across all pairs, Blockscout holder count. Saved as the arena's first real base rate.

### Tier A (mcap ≥ $9M, n=6) vs Tier B (< $9M, n=12), medians
| metric | TIER A | TIER B | reads |
|---|---|---|---|
| market cap | $27.1M | $2.60M | — |
| **volume / aggregate liquidity** | **7.6x** | **19.3x** | **the cleanest discriminator, no survivorship confound** |
| **absolute holders** | **10,174** | **3,403** | 3.0x |
| aggregate liquidity | $1.78M | $395k | 4.5x |
| age | 28.1d | 0.9d | mostly survivorship — Tier B is largely yesterday's launches |
| **stock-pool share of volume** | **49%** | **73%** | **inverted from the intuition — see below** |
| pairs | 24 | 28 | not a discriminator |

### The five findings
1. **No contract feature separates the tiers. None.** Tier A is 4 Doppler / 2 PONS-v2; Tier B is 4 Doppler / 4 PONS-v2 / 4 other. Doppler's vesting, ERC20Votes and pool-lock machinery is present on $1.06M LUCIA and $1.52M PEPTIDES exactly as on $219M AI.
2. **Buybacks are not the answer and never were. `buybackEnabled = 0` on EVERY PONS-v2 token in the arena** — microduck ($29.4M), ORBIO ($9.8M), UBIK ($7.8M), GG, BAWSAQ, DINO. microduck is the #3 token in the whole sector with the buyback off. **Nothing in this sector is winning because of a buyback.**
3. **Platform does gate the ceiling, though: 0 of 4 tokens on a non-Doppler, non-PONS platform has ever cleared $9M** — Rabbit (no hook at all on its stock pool), NUDES and FATCOIN (`LaunchHook` 0x778b0c…), LIGMA (unknown hook 0x4eb1976978756bd56802d8162f2271844924e0cc). Small n, but 0/4, and it is the one structural filter that survives.
4. **Turnover is the live signal.** AI 8.7x · BONER 6.5x · MOO 6.3x · SPACEHOOD 5.7x. Against FATCOIN **61.0x** · BAWSAQ 47.3x · UBIK 43.6x · LIGMA 27.6x · LUCIA 24.2x. **Volume many multiples of the pool is money passing through, not money arriving.**
5. **The stock pairing is an origin story, not a destination.** The biggest names have the LEAST of their volume left in the stock pool — AI 40%, BONER 20%, microduck 15% — because they graduate into general USDG/WETH liquidity. A token still at 85–98% stock-pool volume has not broadened: DOGGIE 95%, LUCIA 95%, PEPTIDES 98%, BAWSAQ 93%, DINO 85%. **Falling stock-pool share is a maturity marker, and it is the one metric that inverts between tiers.**
- Qualitative overlay, stated as an observation not a measurement: every Tier A name pairs to a stock with a LIVE macro narrative — AI/NVDA and microduck/NVDA (AI capex), BONER/HIMS (GLP-1 telehealth), MOO/MU (memory supercycle), SPACEHOOD/SPCX (SpaceX). Tier B pairs to stocks with no current story — DOGGIE/TSLA, LUCIA and BAWSAQ/TTWO, LIGMA/FIG.

### Full table at 2 Sep ~11:30 UTC
| token | mcap | platform | age | holders | aggLiq | turnover | stock-pool % of vol |
|---|---|---|---|---|---|---|---|
| AI | $219.5M | Doppler | 49.7d | 34,024 | $8.92M | 8.7x | 40% |
| BONER | $44.0M | Doppler | 12.6d | 14,632 | $3.84M | 6.5x | 20% |
| microduck | $29.4M | PONSv2 (bb=0) | 6.0d | 18,366 | $1.61M | 9.7x | 15% |
| MOO | $24.9M | Doppler | 43.7d | 5,716 | $1.96M | 6.3x | 79% |
| SPACEHOOD | $12.4M | Doppler | 49.8d | 4,457 | $1.37M | 5.7x | 57% |
| ORBIO | $9.83M | PONSv2 (bb=0) | 1.4d | 2,223 | $424k | 13.2x | 81% |
| UBIK | $7.85M | PONSv2 (bb=0) | 0.8d | 4,842 | $519k | 43.6x | 65% |
| Rabbit | $6.40M | **no hook** | 1.5d | 9,388 | $531k | 19.9x | 0% |
| GG | $5.40M | PONSv2 (bb=0) | 4.5d | 6,178 | $510k | 9.7x | 23% |
| NUDES | $3.87M | LaunchHook | 0.6d | 3,757 | $446k | 18.7x | 63% |
| SAYLORMOON | $3.27M | Doppler | 4.4d | 6,012 | $725k | 5.6x | 81% |
| LIGMA | $3.01M | hook 0x4eb197… | 0.8d | 1,865 | $289k | 27.6x | 62% |
| DOGGIE | $2.20M | Doppler | 6.6d | 1,005 | $430k | 1.3x | 95% |
| BAWSAQ | $1.90M | PONSv2 (bb=0) | 0.9d | 1,972 | $115k | 47.3x | 93% |
| DINO | $1.60M | PONSv2 (bb=0) | 0.1d | 3,220 | $248k | 12.3x | 85% |
| PEPTIDES | $1.52M | Doppler | 0.1d | 906 | $360k | 4.0x | 98% |
| FATCOIN | $1.27M | LaunchHook | 0.9d | 3,587 | $236k | **61.0x** | 64% |
| LUCIA | $1.06M | Doppler | 4.2d | 2,486 | $314k | 24.2x | 95% |

**Screening rule this produces, to apply to the next arena launch: platform must be Doppler or PONS-v2; turnover under ~15x; holders growing in absolute terms; and the paired stock must have a live macro narrative. Contract features — buyback, vesting, votes, pool lock — predict nothing in this sector and should not be priced.**

## 2 Sep 2026 ~12:00 UTC — RANKED CALL. Score this like a screen-log row.
- [stated] Ben: "tell me which of the coins would be the best investment. Sort them."
- Owner powers resolved across the Doppler cohort: AI, BONER, MOO and SPACEHOOD all return the SAME `owner()` = **0xeb7c034704ef8dcd2d32324c1545f62fb4ad0862, a verified Doppler `Airlock` contract** (create, migrate, collectProtocolFees, setModuleState), not an EOA. `isPoolLocked()` = 1 on all four. Implementation selector scan: **`mint`, `pause`, `blacklist`, `setFee`, `setMaxWallet` all ABSENT**; `lockPool`/`unlockPool`/`transferOwnership` present and Airlock-gated. No supply or tax rug vector on the Doppler cohort. microduck (PonsV2 family) also has none of those five, plus holder-callable `burn`.
- Supply: BONER, microduck and SPACEHOOD exactly 1,000,000,000; AI 991,540,278 and MOO 990,271,612 (small burns). mcap == fdv across the cohort, so 100% circulating and zero unlock overhang.

### THE RANK, at 2 Sep 2026 ~11:55 UTC
| # | token | contract | mcap | aggLiq | mc/liq | holders | $/holder | turnover | verdict |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BONER | 0x98096d17e191B3dA1d5f99a6D7b3584351b11E18 | $45,448,108 | $3,823,688 | 11.9x | 14,704 | $3,091 | **6.4x** | STARTER |
| 2 | microduck | 0xD5f1afEA47b1A9eab414D2ee740cF1d6d039E725 | $31,608,159 | $1,637,015 | 19.3x | 18,401 | **$1,718** | 9.6x | PROBE |
| 3 | AI | 0x2E8c31162b855A2ffa90F6F8634643Ad6F111e18 | $233,048,039 | $9,135,002 | 25.5x | 34,084 | $6,838 | 8.4x | sector beta |
| 4 | MOO | 0xD9dB30BB0D2b8d2eae3826A1372117E058791e18 | $24,723,703 | $1,944,693 | 12.7x | 5,724 | $4,319 | 6.4x | WAIT, holder slope |
| 5 | SPACEHOOD | 0xFe7E19CbCe2f896C6C528BC355bAF5a768291E18 | $12,930,028 | $1,403,106 | 9.2x | 4,439 | $2,913 | 5.5x | NO, holders falling |
| — | ORBIO / UBIK / GG / Rabbit / NUDES / LIGMA / SAYLORMOON / DOGGIE / BAWSAQ / DINO / FATCOIN / PEPTIDES / LUCIA | | $1.0M–$10.0M | $110k–$583k | | | | 4.4x–62x | too thin for Ben's size |
- **The pick is BONER because it is the only liquid name where the drawdown and the holder slope disagree in the buyer's favour**: -34.6% h24 and -12.3% h1 while holders went +72 in 40 minutes, and turnover 6.4x is the lowest of any name above $10M. Stock-pool share 20%, the second-most graduated in the sector. HIMS is a live GLP-1 narrative.
- microduck is the cheapest per holder in the whole sector at **$1,718** against AI's $6,838, with the second-highest absolute holder count, but it was **+138% on the day** at the read, which is bad entry geometry, and it is 6.0 days old.
- MOO's disqualifier is the holder slope: **5,724 holders at $24.7M against microduck's 18,401 at $31.6M**, and only +8 in 40 minutes, with 79% of volume still stuck in the MU pool.
- DINO fell **$1,598,109 to $1,070,762 in about 40 minutes (-33%) while holders rose +216**. That is the absorption signature, live, and it is why the 3-hour-old names are excluded regardless of how their charts look.
- **Calibration applied from [[screen-log-outcomes]]: a day-1 print on a sub-$1M token with under $100k liquidity is noise. ARC read 1.59x then 0.27x inside 24 hours.** Every token in the excluded block is inside that noise band. The Δholders figures above are 40-minute deltas and are directionally indicative only.
- Exit depth at a $25,000 position, share of aggregate liquidity: AI 0.27% · BONER 0.65% · MOO 1.29% · microduck 1.53% · SPACEHOOD 1.78% · UBIK 4.29% · GG 4.74% · ORBIO 5.77% · FATCOIN 10.8% · DINO 11.2% · BAWSAQ 22.7%. **Anything under $10M cap in this sector is untradeable at his real size.**
- Round trip: Doppler pools 0.70% dynamic LP fee = **1.40%**; PONS-v2 1% hook fee = **2.00%** plus pool fee.
- Falsifiers written for BONER: (1) holders fall for 3 consecutive daily reads; (2) turnover above 20x for 2 consecutive days; (3) stock-pool share of volume rises back above 50%, meaning it un-graduated.
- Book context: Ben holds **none** of the arena. RH-chain exposure is STONKBROKER + SESTRI = $15,300 = 9.7% of book. A $25,000 add takes Robinhood Chain to roughly 24% of book, and every arena name correlates with the others and with the chain.

## 2026-09-04 ~05:40 UTC — MOO vs BONER re-run. THE 2 SEP CALL IS WORKING, do not switch.
- [stated] Ben pasted @memorycowmoo's MU-vault post, @DineroDom0 on the LONG ecosystem pool, and @insomniacxbt, then asked "what's the better pick MOO or BONER".

### Two days of forward scoring on the 2 Sep rank, and every falsifier is clean
| | 2 Sep ~11:55 | 4 Sep ~05:40 | move |
|---|---|---|---|
| BONER mcap | $45,448,108 | **$47,090,242** | +3.6% |
| BONER holders | 14,704 | **17,544** | **+19.3%** |
| BONER aggLiq | $3,823,688 | **$5,071,296** | +32.6% |
| BONER turnover (vol/liq) | 6.4x | **3.8x** | improved |
| MOO mcap | $24,723,703 | **~$15.0M** | **-39%** |
| MOO holders | 5,724 | 6,164 | +7.7% |
| MOO aggLiq | $1,944,693 | $1,697,059 | -12.7% |
| AI mcap | $233,048,039 | $214,392,247 | -8.0% |
| AI holders | 34,084 | **38,704** | +13.6% |
- **None of BONER's three written falsifiers fired.** Holders rose for the whole window rather than falling three reads, turnover fell rather than exceeding 20x, and liquidity deepened by a third. $/holder improved from $3,091 to **$2,684**. MOO's holder-slope disqualifier from 2 Sep still stands: 6,164 holders against BONER's 17,544, and its cap fell 39% while BONER's rose.

### The catalyst is now dated and it is BONER's first
- @DineroDom0 (verified), 3h before the read: *"Nate literally just confirmed that Long will enable ecosystem token pool, and it seems $BONER will be the first, and it's safe to deduce $MOO would follow."* **BONER is confirmed, MOO is a deduction.**
- **The template is AI and it is measurable.** @longdotxyz: "closing in on $3M worth of $AI removed from market circulation." Verified on chain: AI has **2,046,713 tokens at the dead address plus a launch burn, 10,538,399 total gone = 1.05% = $2,278,402** at $0.2162. The claim is CONFIRMED at $2.28M and approaching $3M.
- **Neither MOO nor BONER has the mechanism running yet.** BONER: **140 tokens dead = $6.** MOO: **0 at dead**, its 10,527,329 gone is the same launch-time burn AI also had (10,538,399 — the two launch burns are within 0.1% of each other, so it is a factory default, not a policy). **Whichever gets the LONG pool starts the flywheel from zero.**

### MOO's vault claim does NOT verify on chain
- @memorycowmoo: *"$moo holders own this vault, and have a claim on it"*, referring to MU held for an onchain $DRAM basket.
- **MU balance is ZERO for all three MOO-controlled addresses**: the token 0xD9dB30BB0D2b8d2eae3826A1372117E058791e18, the factory 0x1B37D3a72082029c44B35B604Ea473617580b69a, and the owner 0xeb7c034704ef8dcd2d32324c1545f62fb4ad0862. (MU = 0xfF080c8ce2E5feadaCa0Da81314Ae59D232d4afD, $971.81.)
- The MU that exists sits in the v4 PoolManager (1,968.97 MU = $1.91M, all pools aggregated) and three unrelated contracts (0x2F4579Ca81717d3D61BF8b6f06571877Bbe54A07 400.50 MU, 0x94bAB9693Ba2f6358507eFfcbd372b0660AFfF9d 345.60 MU, 0x51C72848c68a965f66FA7a88855F9f7784502a7F 105.74 MU). **UNRESOLVED leaning FALSE: if the "vault" is the protocol-owned MOO/MU LP position it may be real, but no MOO-controlled address holds MU directly, and the project has published no vault address. Ask for the address before pricing any backing.**
- **RPC GOTCHA that nearly produced a false zero: `eth_call` to rpc.mainnet.chain.robinhood.com returns 0x00 for every balanceOf when the browser User-Agent header is omitted.** The first pass reported 0.00 MU for contracts Blockscout showed holding 400+ MU. Always send the UA on this RPC, and cross-check a non-zero known holder before reporting any zero balance.

### One operator owns all three, and that is the actual bet
- MOO, AI and BONER share creator **0x1B37D3a72082029c44B35B604Ea473617580b69a**, owner **0xeb7c034704ef8dcd2d32324c1545f62fb4ad0862** (the Doppler `Airlock`, already resolved on 2 Sep as a contract not an EOA, with no mint/pause/blacklist/setFee/setMaxWallet), and the same vanity `…e18` suffix. All EIP-1167 proxies.
- **So MOO vs BONER is not two projects competing. It is a sequencing decision inside one launcher's stable, and the LONG pool is granted, not won.** That is both the edge (the order has been telegraphed) and the risk (one party decides, and can change the order).
- Ladder to the AI template at $214.4M: **BONER 4.6x, MOO 14.3x.** MOO is the higher multiple on an unconfirmed follow-on; BONER is the confirmed catalyst with 2.8x the holders, 3.0x the liquidity and 2.9x the volume.
- VERDICT: **BONER.** MOO only as a separate smaller lottery on the follow-on, never as the replacement.
- Falsifiers carried forward for BONER: (1) holders fall on 3 consecutive daily reads (2) turnover above 20x for 2 consecutive days (3) the LONG ecosystem pool ships for BONER and no supply reaches the dead address within 2 weeks, which would kill the AI-template read outright.