---
name: screen-log-3
description: Continuation of [[screen-log-2]] from 7 Sep 2026, after that file neared the 32KB cap. Same rules and columns as [[screen-log]] — one row per screen, written BEFORE the verdict, screen-time facts only, outcomes scored in the screen-log-outcomes files. Read and append on every screen.
sources: [cowork]
aliases: [screen-ledger-3]
---

# Screen log, part 3 (from 7 Sep 2026)

Rules and columns are in [[screen-log]]. Rows under 2KB.

## Log

### 2026-09-07 GASOLINU / Gasoline Inu. Robinhood Chain `0x1e6ea1e89151cdc8443968bf047cfa3177181e18`, pool `0x0e83588ff3914c9801584d55d4dabf9d28880728d73ccff7394ded9aae02afa8`, anchored to USO `0xa30fa36db767ad9ed3f7a60fc79526fb4d56d344`. ~09:40 UTC. Ben asked for a full deep dive after finding it as one of @0xuberM's biggest open positions. Full workup published as the artifact "GASOLINU Deep Dive".
- market: mcap $669,927 (px $0.00067 x 1B), liq $230,042, vol24 $203,413, turnover 0.9x, 24h 620 buys / 688 sells, h24 +23%, h1 +40%. Launched 2 Sep 19:07:07 UTC, age 4.6d. ATH $0.001478 = $1.48M on 5 Sep 23:00, now -54%. Holders 521 (reconciled sweep, sum = 1B), flat since day 1 (531 at 24h). GT top-10 33%, top-20 ex-pool 25.35%, largest wallet 2.79%.
- platform: Doppler Airlock `0xeb7c034704ef8dcd2d32324c1545f62fb4ad0862`, 44-byte EIP-1167 clone of `0x3be8b97fd0e713b5abe0649fa830223b6b4bc599` (same as AI/BONER/MOO/ICOIN), hook/initializer `0x4e3468951d49f2eea976ed0d6e75ffcb44a9a544`, integrator `0x92d435c96e63c43e12d6d0ab28f6b0b04072f765` (same as AI/MOO/ICOIN/BONER = LONG's launcher). Listed on app.long.xyz "Anchored to USO". numTokensToSell = totalSupply = 1B, no launch burn, no team tokens. rugscan CLEAN 15/100.
- fees: pool fee 0.10%; beneficiaries 95% deployer EOA `0x3505513ac5417bc1dc498afa8e71601f6cf03e52`, 5% `0x21e2ce70511e4fe542a97708e89520471daa7a66`. LONG app: $0 claimed, $3,416 unclaimed. Measured leakage on a $9,984 buy 1.4%, ~1% of it to the integrator EOA. **Site claim "2% to community vault, every cent buys USO" is FALSE on chain: no vault contract exists.**
- deployer: funded 0.99 ETH by bridge in the launch block, one tx ever, holds 0, never bought/sold/claimed. No link to anything.
- launch: no dev bundle; bots took 70% of supply in 30s, 13 near-identical sizes, 442 of 513 first-5-min buyers fully out, survivors hold 22.6%. AI whale `0x50c0b87bdf73888cc5972a40f060ee8d08e836b2` ($1.44M AI) in at minute 21, unsold, 1.22%.
- lane: total USO on chain ~$1.5M. CRUDECAT `0xbd957cc9f1e94617792f37bc40f2f299e78acf3e` $3.1M/43d (not Airlock) is the incumbent; Titties $0.93M/2.6d; GASOLINU is the only LONG original in the lane.
- X: 118 posts / 87 authors. Owner @CoinGurruu 91,877f (fomo call 3 Sep, holds $3,023 at $823k entry). Project @gasolineinu created 1 Sep, 153f, 10 posts. Tier one zero. LONG team zero. Oil macro live: Iran struck Kuwait 3 Sep, Brent $97.36 / WTI $92.39 on 4 Sep.
- smart money underwater: Uber (fomo NotARandomUser) $9,982 at $1.08M entry, -38%.
- VERDICT: **PROBE, 10 to 20%.** Frames: anchor $0.5M to $1.0M · live-product floor $3M to $8M (ICOIN $5.4M closest analogue, 8x above) · narrative ceiling $20M to $67M, NARRATIVE not backed (BONER $67M with nothing). Cheapest LONG original in any stock lane, AI shape, live oil story, but no vault, flat holders, sells lead buys into strength, and the USO pipe is ~50x narrower than NVDA.
- falsifiers: (1) holders below 500 on three consecutive daily reads (2) deployer `0x3505513ac5417bc1dc498afa8e71601f6cf03e52` claims fees and routes USO/GASOLINU to a router or pool rather than a vault contract (3) CRUDECAT keeps >60% of USO-lane volume for seven more days
- upgrade trigger: holders >800 with USO-pool liquidity >$400k, OR fee receiver changes from the EOA to a contract (community mode on), OR @longdotxyz names it
- OUTCOME: pending, score in [[screen-log-outcomes-5]]

### 2026-09-07 DIESEL / Diesel. Robinhood Chain `0xed44a1b434d59b8c4f162d67a43eb198d4c64cb6`, Abyss pool `0x765861502b282fd5787f66636ac14899eb433ea9` paired to RIVN `0xb1bf26c1d20ff267a4f93550d1e0d06ac40a114b`. ~11:00 UTC. Ben: "holds DIESEL, earns Rivian. I don't get it. Why is it chasing so hard at $3.4M? Is there anything unique?" Uber (trading wallet) bought 11 clips of ~$1k in 90 min today, holds 4,863,350.
- market: mcap $3,410,318 (px $0.00341 x 1B), liq $210,176, vol24 $205,099, h24 +103%, h1 +86%, 24h 168 buys / 100 sells. Launched 4 Sep 23:20 UTC on **Abyss** (dexId "abyss", a 24KB pool contract, new fee-to-holders venue). Site diesel.money, X @DieselOnHood (0 indexed posts). Second tiny pool DIESEL/ABYSS $1,366.
- **MECHANISM VERIFIED ON CHAIN, and it is the first stock-paired meme where holders can actually CLAIM the stock.** Pool fee 2% (`fee:2e4` in the site config) collected in RIVN -> distributor `0x03ff84ba26889004f7b30068e916b800cf2f460c` (637.45 RIVN lifetime) -> splitter `0x9daa46f097b151c8ce8c72f31f029ce7a48ded36` (3,994-byte contract) -> **90% to rewards `0x3ae65a6ec024cff77907db561a18f4f9c3a582b9` (573.71 RIVN = $10,229 at $17.83), 10% kept (63.75 RIVN = $1,137)**. Claims stream over 7 days, manual claim. Only 1.78 RIVN ($32) claimed by 5 wallets so far; pot holds 571.93 RIVN = $10,198 = **0.30% of cap**. Uber has claimed nothing.
- Yield maths at today's tape: 2% x $205k/day x 90% = ~$3,700/day = ~$1.35M/yr on a $3.4M cap, ~40%/yr IF volume holds. Volume is the whole yield; it does not hold on day-3 memes.
- Contract: custom 3,288 bytes, `owner()` reverts (no owner), supply 1B. **rugscan CLEAN 0/100**: not bundled, launch cluster 0%, top 10 13%. Not a Doppler/LONG token. Category: "pays the holder" but WITH a claim step, so it sits between the +1,925% bucket and the "must operate" bucket.
- X: owner is **@hellojintao (25,299f)**, who talks like the builder ("i will add it to the site", "buying $diesel with any token will soon be supported by @KyberNetwork"; the site's buy button is KyberSwap). @realAnindo13 (2.2k) "all in". Tier one zero, LONG zero. Ticker collides with a Bitcoin Alkanes "DIESEL", ignore those posts.
- VERDICT: the mechanism is real and checkable, the pot is small (0.3% of cap), the team takes 10%, and the price is chasing the yield story plus a new venue (Abyss). Same family as ICOIN's treasury but claimable. Log as a screen of a new platform as much as a token: **Abyss = fee-to-holders stock-paired launcher, watch its next launches.**
- falsifiers: (1) rewards pot `0x3ae65a6ec024cff77907db561a18f4f9c3a582b9` stops growing for 3 days (2) daily volume under $50k, which kills the yield (3) the splitter `0x9daa46f097b151c8ce8c72f31f029ce7a48ded36` changes the 90/10 split or stops forwarding
- OUTCOME: pending, score in [[screen-log-outcomes-5]]

### 2026-09-07 CNPY / Canopy Finance. Robinhood Chain `0x532c5583671870723ceef573600208af49c87c54`, v2 pool `0xd05d2c3d696fcb893aee6607e3652accd2aedf97` (WETH). ~11:20 UTC. Ben: "He just bought this one also. I'm familiar with the name, they've been around for a while, looks undervalued. Is this special?"
- **THE FINDING: TICKER COLLISION. The Canopy Ben knows is NOT this token.** @CNPYNetwork (168,463 followers, created Dec 2024, backed by Arrington, Fenbushi, Borderless, SNZ) ran a testnet airdrop, closed its claim portal 6 Sep 19:00 UTC, and **listed $CNPY on Gate at 12:00 UTC 7 Sep and Binance Alpha the same day**. That is a separate project on its own chain. This RH-chain token is **Canopy Finance / @canopyfinance, created 9 Jul 2026, 2,198 followers**, an AI-agent "programmable markets" launchpad (agen.space, v4.fun). Same ticker, different company. The +23% today is the collision.
- market: px $0.003116, circulating 762,367,712 (1B minus 23.76% burned, 9 decimals), **mcap $2,375,760**, v2 pool liq $230,411, agg vol24 ~$445k, 24h 478 buys / 474 sells, +23% h24. Launched 11 Jul, 58 days. ATH $0.00466 on 26 Aug (from $0.00016 on 13 Aug, a 29x in two weeks), now -33%. Holders 1,596 (GT), **top-10 64.55%**.
- product: Agen.space on DefiLlama (Launchpad, RH chain only): fees lifetime $17,103, **revenue lifetime $5,703, 24h $38.79**, peak $2,867/day on 28 Aug, under $120/day since 1 Sep. Site counters read "$0K fees, 0 tokens launched". Agen AI / iOS app "available soon".
- burn, priced: 237,632,288 CNPY at dead. **236.18M (99.4%) came from the team EOA `0x9fdc67823988bf7acc68acd8c547e39b21162f65`, i.e. burned allocation, cost zero.** 1.45M (0.6%) from the buyback contract `0x7fb60552d7703923b275d43a770ed99667d9c261`, ~$5,000 lifetime, matching the team's own "$5,000+ in buybacks" post of 2 Sep ("restarting buybacks, 100% of @v4dotfun revenue"). At $39/day of revenue that is ~$14k/yr of buyback on a $2.4M cap. Buyback contract holds 0.0009 ETH.
- contract: 6,281 bytes, owner renounced (0x0), no mint/pause/blacklist/setFee selectors, no proxy. Clean.
- X: project account posts daily, mid engagement (4k to 16k views). Tier one zero. All the "$CNPY" volume on X today is Canopy Network's listing, not this.
- VERDICT: **NO as "undervalued infra". A tiny live product ($39/day), a burn that is 99% team allocation, and a price move driven by another company's exchange listing.** Cap/revenue at run-rate ~170x, trailing-30d ~35x. Frames: anchor $0.1M to $0.5M (on $5.7k lifetime revenue nothing supports more), live-product floor $1.7M to $2.8M (WTH, WIRE, VAULT, LUTE band: it is AT the floor), narrative ceiling only if the collision persists, which it will not once Gate's CNPY chart exists on every terminal.
- falsifiers: (1) Agen.space daily revenue back above $1,000 for 5 days (2) CNPY holds above $2M cap for a week after the Gate listing noise fades (3) buyback contract burns more than 5M tokens in a month, which would mean real revenue arrived
- OUTCOME: pending, score in [[screen-log-outcomes-5]]

### 2026-09-08 MARLIN / J.T. Marlin. Robinhood Chain `0xaB35D04E1Ee39c789c4A65D522417b3C7F2E4723`, top pool `0x59a626b46f61a117f13a4f3d31264dc9afcafff4c95c3e79d094f07cc050a3f0` (v4, ETH). ~04:30 UTC, age 9.0h. Ben pasted the DexScreener link and asked to verify their X updates, check on-chain metrics, and say whether it is undervalued. Full workup in [[marlin-jt]].
- market: px $0.0004386, **mcap $438,615** (1B supply), aggregate liq $72,000 across 17 pairs, agg vol24 $1,566,028, turnover 21.7x. m5 +7.8% / h1 **-39.2%** / h6 +1,137% / h24 +743%. h1 129 buys / 144 sells, h24 4,455 / 4,013. Intraday peak ~$700K-$778K mcap per X posts at ~22:30 UTC, so ~40% off. No GeckoTerminal record, so no candle-verified ATH.
- platform: Pons V2 (`PonsV2LaunchFactory` `0x7eD598BcEf8bd9Edd8C97A195C6d13f40801EC7e`), launched 15:26 UTC 7 Sep by `0x1350bbb6d6ed3f60053a00caeddee6cd82bb8997`.
- contract: 6,498 bytes, no mint/pause/owner/blacklist/setFee/setMaxWallet, burn present. **No transfer tax: the "3% fee" is the Pons pool fee, not the token.**
- money, fully traced: `claim` on `PonsV2FeeEscrow` `0xd3AFEB2a57f70eF218Aa82451c51B2fb0416Ac9e` x5 = **21.3796 ETH (~$53,150) in 8.5h**; 16.0251 ETH (~$39,838) forwarded to desk EOA `0x2Faf625bF5bfB6b09deEE3b1B62D142ADF4578cb`; 5.359 ETH (~$13,323) retained by the operator. Measured fee rate **3.57% of volume**, matching the published 4% routing.
- book: **CONFIRMED ~$36.7K** (cash in minus idle) in three Uniswap **v3** 0.30% positions in ~3.6% bands, HIMS/USDG (id 1074987), AMC/USDG (id 1073924), SGOV/USDG (id 1077487), plus v4 POSM id 2125052. **The desk is a bare EOA, no locker: the "never unwinds" book is one call from leaving.**
- holders: 21,627 Transfer logs, 2,660 addresses, sweep reconciles to exactly 1B. Pons `V2LaunchLocker` `0x267444d099b10fb5ed7c3cc7b7c767adca574952` holds 8.16% immobile; v4 PoolManager 8.07%. **No whale, largest real holder 2.24%, top 10 ex-infrastructure 17.37%.** Operator holds ZERO MARLIN.
- claims: fee rate CONFIRMED · 3 pools and ~$36K book CONFIRMED · **"80% of LP fees paid daily to holders" NEVER EXECUTED ONCE, no distribution contract exists, split was raised 20%->80% by tweet on day one** · "one published split, visible onchain" FALSE, the site publishes only the token address · Meteora FDV $198.9M TRUE but FALSE as a comp.
- X: tier one **ZERO** across all eight accounts. Project 268 followers, first MARLIN post 4 Sep. Bid is a Telegram-call layer plus @ussharmony (15,779f) and @rantaiuang (1,710f). @treyerl (15,475f): "don't fully get why it's moving". Copycat MRLN `0xc344bbe085E4b9F6E5AB7ff61EEee475bCE3D282` printing $2.36M on $97 liquidity.
- VERDICT: **NO on "undervalued", PROBE-only on the mechanism.** Frames: anchor $0.4M to $1.1M on the book plus a decayed fee stream · live-product floor $1.5M to $3M (the RH band for a live non-scam product, HKRS $0.89M / INJOH $2.27M / CNPY $2.38M) · narrative ceiling $13M to $25M (DELTA $13.2M, STONKBROKER $24.7M) and NOT backed, because there is **no toll booth**: revenue is 100% reflexive on its own trading and the LP book earns only a pro-rata passive share (~10% annualised on cap pro-rata, ~33% optimistic with concentration). It is cheap against the floor and expensive against what it actually earns for holders, which is currently zero.
- falsifiers: (1) 18:00 UTC 8 Sep passes with no payout transaction from `0x2Faf625bF5bfB6b09deEE3b1B62D142ADF4578cb` (2) that desk EOA calls `decreaseLiquidity` or moves the position NFTs (3) MARLIN daily volume under $150K, which cuts book growth to under $4.1K/day
- upgrade trigger: the LP positions move into a locker or timelock contract AND the first daily payout lands on chain AND daily volume holds above $500K for three days
- OUTCOME: pending, score in [[screen-log-outcomes-5]]

### 2026-09-08 OURO / OuroLayer. Robinhood Chain `0x8Ea0eB3505f5B3Bd2BbEa0fEBae0cE850cC73ecc`, pool `0x4abc526118181921d76bf184896938ae7c8fc0921abce79ebef3d36a622968a5` (v4, ETH). ~02:30 UTC, age 5.5d. Ben pasted the DexScreener link, asked if undervalued plus full on-chain. Full workup in [[ouro-layer]].
- market: mcap **$5,752,336**, ATH **$6,966,682 set 08 Sep 02:00 UTC (the screen hour)**, -17.4% off. Went $1.63M to $5.75M in four hours on volume $20-40k/hr rising to $392,664 then $381,218. **0% of all volume ever traded is above the current price.** liq $277,502, v24 $2,758,296, RSI(14)h 65.5. Holders **1,301** (sweep reconciles 1.0), 383 above the 100,000 OURO airdrop line, top 10 ex-vest ex-pool 20.90%, largest real holder 2.72%.
- platform: letscash.fun, 5% tax taken by the shared hook `0x75A54357D9C78a2Db19004a5FDc76c50F9242AEC`. Token is a 45-byte EIP-1167 clone of `0xd6da7f07ee822c8538c901217b37d1e7d86c76e5`.
- **MONEY TRACED: tax claimer `0xd8E6c485aC9210A33B434325FAD5743310102405` pulled 47.1778 ETH ($117,549) and sent 19.0287 ETH ($47,412) to the airdrop wallet, 18.8207 ETH ($46,894) to the Reserve, 9.3092 ETH ($23,195) to ops `0x84b3ba9D736d15AC8A3b248B52A370dc18ED799A`.** Measured split 40.3/39.9/19.7 vs documented 42.6/42.6/14.9.
- **AIRDROPS VERIFIED RUNNING: 7,315 CASHCAT legs + 7,315 PONS legs to 770 distinct wallets = $13,246 paid, last one 30 minutes before the screen.** $32,657 more queued in `0xEA1B87B70852e48FDcA9262Ca91018C44C19001c`.
- **RESERVE VERIFIED: $45,685** in two in-range full-range v3 positions (id 980145 CASHCAT/WETH $20,940, id 980098 WETH/PONS $24,745) at `0xa2d45d2454B4029be1a0c33ae9f5cb1b5dc6C84D`, **a bare EOA with no locker**.
- **TEAM VEST: 122,925,013 OURO (12.29%) in Sablier stream 156, `0x548129a58bC230549DF7F9e33f27E77F6779ff0f`. Cliff 2 MARCH 2027, end 2 Sep 2027, withdrawn 0, isCancelable FALSE.** Nothing reaches the market for six months.
- X: project 518 followers, named team @thisistheshawn (3,610f), best independent write-up @goon_crypto (9,241f). **Tier one ZERO on all nine including thejbullmarket.** Category comp **Index `0x56910D4409F3a0C78C64DD8D0545FF0705389870` at $38,302,356**, HOOD10 `0x0D257cA40d40090BE60C2d2Ed5bB3535392838cc` at $483,321.
- VERDICT: **BUY, probe size, on mechanism. Not "undervalued" in the cheap sense: it is at its all-time high, 3.5x in four hours.** Frames: anchor $1.5M-$4M (hard assets $78,342, airdrop run rate $8,613/day = 55% of cap a year but volume-dependent) · live-product floor $2M-$6M (INJOH $2.03M to DELTA $13.6M) · ceiling $38M (exactly where Index trades doing the same thing with a weaker mechanism). **Best verified accrual of any RH token screened this session: MARLIN paid $0, PAR only burns, NUDES has nothing, OURO has paid 770 wallets.**
- falsifiers: (1) no airdrop leaves `0xEA1B87B70852e48FDcA9262Ca91018C44C19001c` for 48h (2) Reserve NFTs 980145/980098 move or decreaseLiquidity is called (3) daily volume under $250k
- upgrade trigger: Reserve NAV above $500,000, the point where the LP leg pays holders regardless of trading volume
- OUTCOME: pending, score in [[screen-log-outcomes-5]]

### 2026-09-08 CORRECTION TO THE MARLIN ROW ABOVE, same session
At the 08 Sep 00:40 UTC re-check I called MARLIN "not undervalued, demonstrably mid-dump rather than in a buy zone" at a $479,818 cap. **By 02:30 UTC it was $1,082,049, up 126% in under two hours, +1,979% on 24h.** The call is currently wrong on price. The number that misled me was the base-quality read: volume had collapsed 96% from the blow-off hour and the base was ten hours old, which the pullback study scores as a dying base. **The lesson to carry: a ten-hour base is not a base, and the study's own features are not designed to be read that early. On anything under 24 hours past a blow-off, say "too early to call" and stop, rather than converting weak base features into a directional verdict.**

### 2026-09-08 PARE / PareStocks. Robinhood Chain `0x15d36B6A28d8327ABc7aFABF0F106AE2c9Af5C4d`, top pool `0x17e3cd4ed56de44f256f1ae8dcd73900b0a61594a4523eb58f0764b57a257167` (v4, ETH). 03:47 UTC, age 5.2d. Ben pasted the CA plus @graildoteth's "all in, retire my bloodline" post. Full workup in [[pare-stocks]].
- market: px $0.01068, **mcap $10,681,296**, liq $874,444 (19 pairs), v24 $6,454,314, h1 -20.8%, h24 -31.8%, h24 2,101 buys / 1,906 sells. ATH $27,271,194 at 7 Sep 08:00 UTC (the hour of the viral post), post-ATH low $8,006,219 at 18:00, now -61% / +33% off a 10h-old low. Holders 4,081, up from ~2,500 on 5 Sep.
- product on chain: PT/YT splitter for tokenized stocks, 4 series live. **Vault TVL $13,035, 60% team-deposited. Lifetime protocol revenue $22.87. Burns 0, buybacks 0.** Deployer `0x854Dba23bE5cA2B647855ab32a38F635e5277022` claimed 92.90 ETH (~$230k) of Pons creator fees, none to PARE. Team 22.6M PARE was a $100 launch snipe, locked to 1 Dec 2026. Contracts verified, non-upgradeable; accountant admin/guardian/classifier all one EOA. Pashov audit UNRESOLVED.
- competition: **Pendle launched on Robinhood Chain 7 Sep, TVL $450,844 on day one (35x PARE).** Fletch $96k and SYIELD $118k do the same thing; Verona and HDFI rugged with the same pitch. "First ever / only ones in it" FALSE.
- X: 1,206 posts / 455 authors, 225 price claims, tier one zero. Post author graildoteth sold 17% on day one, rotates weekly, posted at the ATH hour. unipcs holds 13.08M on chain, never sold.
- VERDICT: **NO at $10.7M.** Frames: anchor $0 to $0.1M · live-product floor $1M to $3M (3.5x to 10x above) · ceiling $13M to $18M backed by DELTA/PAIR/HOOKR revenue, PARE already there on $23.
- falsifiers: (1) outside vault TVL clears $1M (2) a real buyback tx lands (3) Pashov report public, no criticals. Downgrade: Pendle RH TVL passes $5M while PARE stays under $100k.
- OUTCOME: pending, score in [[screen-log-outcomes-5]]

### 2026-09-08 BSTONK / BaseStonk. **BASE** `0x0F61Edbfe6Cd86024C0f210c0695B08df55fdfc9`, top pool `0xc9786476d2492eb8ddb2ebf8b4b69e227e1f31397c790d877541ab0ed5cf5ee2` (v4, USDC). ~06:00 UTC, age 22d. Ben pasted @bigwil's thread on the @Xipzer AMA: "look into BSTONK. check all claims and info on X and fomo thesis". Full workup in [[basestonk-bstonk]].
- market: px $0.003730, **mcap $3,320,959**, aggregate liq $471,181 (30 pairs), agg v24 $1,119,816, 5,152 holders. Created 17 Aug. ATH $0.011354 = **$10.1M on 6 Sep**, now **-67.1%, -40% in 24h, and still making lower lows** (8 Sep low $0.003670 under 7 Sep $0.003780).
- contract: **plain ERC20, 3,546 bytes, no owner/mint/pause/blacklist/maxwallet, GoPlus all-clear, open source.** Cleanest token contract screened this session. **CAVEAT: the ~0.25% fee is a Uniswap v4 HOOK, so GoPlus and any token-bytecode scan report "no tax" and both miss it. On a v4 chain read the pool, not the token.**
- **CLAIM FALSIFIED, the load-bearing one: "50%+ of protocol fees get spent on continuous buyback and burn."** 45 of 45 sampled burn txs AND all 15 of the largest burns in 24h are a 0.11-0.25% skim off someone else's BSTONK swap. Collector `0x0f014545de76a29892b9319e5a4123b28299f33b` (1-byte code, nonce 13,908) took 8,194,469 BSTONK in from the v4 PoolManager and sent 8,196,035 to 0xdead; its own burn txs show qIN 0.00 qOUT 0.00. **It is a transfer tax, not a bid.** 24h burn 1,057,238 BSTONK = $3,943/day.
- burn total CONFIRMED: 0xdead holds 109,153,838 = **10.92%**. But the thread's "dexscreener uses circulating not total so the burn isn't in the mcap" is **FALSE and backwards** - mcap $3,320,959 = 891M x px, already netted.
- **CLAIM FALSIFIED #2: the "$200-300K of liquid tradeable rewards".** Distributor `0x99feb612f130c5e981dbc0a96c436bc06ca0fe9e` paid 148,240 legs to **5,727 wallets** over 7d, $63,388 at spot, but **97.5% of it is EVAL `0x10f52295e129817e8e4b28da0dab067321ec2222`: 437,805,127 units = 43.8% of EVAL's ENTIRE SUPPLY.** EVAL's whole market cap today is **$92,677** on $105,200 liquidity and $3,070/day volume. **Honest liquid dividend ~$1,500/7d = ~$215/day = ~2.4%/yr.**
- fomo: whitelisted, "Unverified token", 473 tracked holders, top 10 27.07%. **24h 122 buys / 82 sells but $3.2K buy volume vs $13.4K sell volume = distribution.** Winners entered $641K-$1M MC (+240% to +474%); **underwater wall at $6.7M-$9.5M MC** (yuanli, DizzyArmedGoat, izzy12778697, briekishomo, xach, Jeww, sanyue, silva21). The yuanli thesis is the only one stating the mechanism (1% fee, 50/50 creator/platform) and is how the split was learned.
- X: **tier one ZERO** (blknoiz06, theunipcs, CrashiusClay69, pingucharts, metaversejoji, 0xkioto, dontbuytops, cobie). Only hit is @jessepollak "lfg sir" 27 Aug. A "vote for our listing" bot farm (Himation_Wool, Cueiform_Wedge, Diarmuid_Spot, Hierogly_Carve) inflates the chatter.
- **RISK NOT PRICED: 83.6% of LP in three plain UNLOCKED wallets** `0x3b0ca12ed7ff5e8e2f67da045cf04a1731b63fcd` 38.46%, `0x4c129c174e863be8160f42f7b11ec90066d5da0a` 23.37%, `0x500485ee637d5b4f39539a4e0e071e72fd314d87` 21.73%. No thesis anywhere mentions it.
- chain context: Base DeFi TVL $5.61B (+19.9% 30d) vs RH $911.8M (+93.1%); **Base DEX v24 $903M vs RH $1.51B; Base fees 24h $1.80M vs RH $15.5M.** RH TVS $2.82B (L2Beat, Stage 0) confirms the thread's "~3b secured"; the "base 15-16b" is unresolved. **The flow is on the other chain.**
- comps (Base pads): o1/O $86.2M · BPAD/Basecat $41.0M · STONKEX $16.1M · **BSTONK $3.3M** · FLNCHY $128K. PONS (RH analogue) $497.6M. **Slot: attention 4th of 5, structural 3rd on volume routed** (BPAD $3.59M, STONKEX $2.23M, BSTONK $1.12M). Does not own the slot.
- toll booth: ~1% take on launched-token swaps, 50/50, but pad-launched volume is nearly nil (BEEBPOOP $14,058/24h, BSTONKS $1,971, STONKBROS $264, LAKEAMERICA $0). At Base DEX 10x with share flat the toll is still a few hundred dollars a day. **Premium not earned.**
- VERDICT: **NO on the thread's thesis, PROBE-only on the product.** Frames: anchor $1.3M-$2.9M (annualised $1.44M/yr of burn at the 50-108%/yr of cap that real burners fetch) · live-product floor $3M-$16M, and it sits at the BOTTOM of that band · narrative ceiling $16M (STONKEX, 4.9x) realistic, $41M (BPAD, 12x) stretch, PONS parity not a real number. Clean contract and a shipping dev against a fake buyback, an unrealisable dividend, unlocked LP and an underwater wall right above.
- falsifiers: (1) no pad-launched token reaches $1M/day sustained (best today $14,058) (2) the distributor keeps paying its own launch tokens rather than USDC or real tokenized stocks (3) price keeps making lower lows while the burn holds
- upgrade trigger: one launched token doing $1M+/day for three days AND the dividend mix shifting to USDC/stocks AND the three LP wallets locking
- OUTCOME: pending, score in [[screen-log-outcomes-5]]

### 2026-09-10 ICOIN / iCoin, PASS 3 (post Apple event). Robinhood Chain `0x5d6EF090a1461B11c9427aC319260122D1C61e18`, pool `0xc39187cec78a076c41a4085598b4cc05be2ed9b04a3443167471fa0fc4984188` (v4, AAPL). ~08:00 UTC, age 49.8d. Ben: "Is this coin possibly an early-stage MOO? It's a long ecosystem coin. It's getting some love from the founder." Ben HOLDS 1.6M ICOIN ($6,657, -19%) per his fomo book. Prior passes 6 Sep in [[rh-memestock-arena-2]] and [[stonks-onchain-lanes]].
- market: px $0.003943, **mcap $3,921,695**, agg liq $794,466 (14 pairs), v24 $2,573,926, turnover 3.2x, h24 **-34.4%** (the sell-the-event the 6 Sep screen called; low $2.71M at 22:13 UTC 9 Sep, +45% off it since), h1 +11.5%, 24h 3,731 buys / 4,488 sells. Holders ~5K (fomo, was 5,607 on 6 Sep), top 10 18.32% (was 24.19%). **AAPL-pool share of volume 54%, down from 81% on 6 Sep: it graduated during the event.**
- mechanism, measured 14d of logs: burner `0x24c2410941b4603cf5504810d5df841db4d303ad` receives ICOIN only from the hook `0x4e3468951d49f2eea976ed0d6e75ffcb44a9a544` (13.9M in 14d, market-bought), sends 2/3 to 0x0 and 1/3 to the team EOA `0xd9479a721dc72e42385baa557e904d36ac21ef4e`. Daily burn 3-10 Sep: 1,695,640 / 837,353 / 1,176,845 / 326,112 / 648,259 / 264,068 / 403,055 / 209,890 (partial). **Supply 994,438,779 = 5,561,221 burned = 0.56%, all of it by this burner since 3 Sep; the 6 Sep pass-2 line "supply unchanged, nothing burned" was a stale read and is corrected.** Treasury: **167.33 AAPL ($57,061 at $341.03) + 5,616,929 ICOIN queued = $79,212 = 2.02% of cap** (was 116.26 AAPL / 1.24% on 6 Sep). AAPL into treasury per day 3-10 Sep: 51.9 / 36.1 / 47.8 / 9.5 / 23.8 / 14.7 / 19.3 / 6.1. Lock `0x1890e719822bc704c4f117aa4109401c2bab6f79` still 7,777,777.
- routed cash: 7d (3-9 Sep) $12,910/day = $4.71M/yr = 120% of cap; last 3d $8,298/day = $3.03M/yr = 77% of cap, decaying ~60% w/w with volume. **6 Sep falsifier "daily burn under 500,000" HAS FIRED (8 Sep 264k, 9 Sep 403k).**
- X (twitterapi.io): **"founder love" NOT FOUND.** `(icoin OR $icoin OR iCoin OR CA) (from:Natan_benish OR from:longdotxyz)` = 0 posts ever; only `from:Natan_benish to:iCoinRH` = one reply 28 Jul "reaching out! LONG." Natan's 9 Sep roll-call to @scottmelker names AI, MEME, BONER, MOO only. Natan 10 Sep 06:15 "clarification regarding community mode": since 27 Jul all launches auto-route fees to locked LP via the v4 hook, so community mode is now default, not a distinction. Tier one zero. Bid is @gem_insider (166k, 3 calls 5-9 Sep, 25k-37k views, "loaded up even more on this dip" 10 min before the event) and @smol_intern (10k, ~15 posts, "Icoin is zerebro"), plus @encryptbit (1.6k, 20+ posts in a day). @J_Dood_ 4k: "catalyst players were disappointed that Apple didn't unveil the iCoin". @muddy_wok: "gonna have a fun time tryna get 60k out a 3mill coin" aimed at smol_intern/0xuberM. Bot vote farm unchanged.
- MOO comparison (what MOO had at this stage that ICOIN lacks): LONG strategic buyback 21 Aug and 8 team posts (ICOIN 0), founder "helping them on tech" on the 8 Sep stream (ICOIN not mentioned), a live stock narrative (memory supercycle vs Apple event now behind it), Poloniex listing. MOO today $42.9M, +80% h24, bluntz_capital bought $30K at $45.6M cap this morning (fomo feed). What ICOIN has that MOO did not: a verified burn plus stock treasury worth 77-120% of cap a year at current run rate.
- VERDICT: **HOLD what he has, do not add yet. Not an early MOO on the two things that made MOO (founder named it, live narrative); better than MOO on mechanism.** Frames: anchor $3.6M-$11.4M (3-day routed cash at the chain's 1.19x-3.78x; cap sits at the bottom of the band) · live-product floor $3M-$8M · narrative ceiling $20M-$43M (SHROOM, MOO) NOT backed until LONG names it. Cheapest Doppler original in the stable (SPACEHOOD $5.1M, SAYLORMOON $1.8M below it but no burn).
- falsifiers: (1) AAPL into treasury under 10/day for 5 days (2) burner sends more than 1/3 to the team EOA or the hook inflow stops (3) holders under 4,500 on three daily reads. Upgrade trigger: @Natan_benish or @longdotxyz names iCoin, OR daily burn back above 800,000 with AAPL-pool share staying under 60%.
- OUTCOME: pending, score in [[screen-log-outcomes-5]]