The Beanpod - Crypto and Stocks
Sep 26, 2026 · 10 min · 8 segments
Tokenized stock launchpads are the best performing coins in crypto right now. We just saw launchpads on Solana and Robinhood Chain run to billion dollar market caps in the early stages of the bull…
In previous bull markets, you'd see new projects launch at crazy inflated valuations, like 500 million, a billion, before even building a project because it was all backed by venture capitalist junk designed to dump on your head.
Yeah, so for example, like Polygon or something, 2017, the ICO phase, what these venture capitalists would do is they would operate a seed round and just insiders could get in.
They get in at a valuation of...
A couple mil.
What they do is launch it at like 500 mil.
All these VCs would have their tokens and they just start dumping.
And that's why all these charts from back then
look like death.
Down only, right? Down only.
But this is why the opportunity for this bull market is interesting and which is going to bring us to a project that we think fits this exact narrative that we have just bought some, is that the launch dynamics have flipped.
So now you're seeing real utility projects, real projects solving real problems with working platforms.
They're not launching at a $500 million market cap.
they're launching at a $500,000 market cap because this is the FOMO cycle, right? This is the launchpad cycle.
They know that if they can get early people in as holding large bags, they'll bag work for the project, right? Yeah, for sure.
So you're seeing some of these projects that have launched like, okay, let's see some of the, two of the most successful projects that have launched already this bull market have been Pons on Robinhood.
It launched at a, Fraction, like a $1 million market cap or less.
And it ran to a billion.
Jesus.
Then Stonk Fund, which is the same thing that the number one launchpad on Solana for stock mean pairs, again, launched at a microscopic valuation and promptly ran to a $400 million market cap,
right?
We never would have seen these 300, 400, 500X opportunities in previous bull runs because those projects would have already launched at a billion dollar valuation.
Well, even just to experience a 2X, which is 100% gain, which people would die for.
if you buy any one of these projects that sits at like a $2 billion market cap, it has to go all the way, all the way up to a $4 billion market cap just to make a 2X.
And there's already these insiders dumping on your ass.
In previous bull markets, you'd see new projects launch at crazy inflated valuations, like 500 million, a billion, before even building a project because it was all backed by venture capitalist junk designed to dump on your head.
Yeah, so for example, like Polygon or something, 2017, the ICO phase, what these venture capitalists would do is they would operate a seed round and just insiders could get in.
They get in at a valuation of...
A couple mil.
What they do is launch it at like 500 mil.
All these VCs would have their tokens and they just start dumping.
And that's why all these charts from back then
look like death.
Down only, right? Down only.
But this is why the opportunity for this bull market is interesting and which is going to bring us to a project that we think fits this exact narrative that we have just bought some, is that the launch dynamics have flipped.
So now you're seeing real utility projects, real projects solving real problems with working platforms.
They're not launching at a $500 million market cap.
they're launching at a $500,000 market cap because this is the FOMO cycle, right? This is the launchpad cycle.
They know that if they can get early people in as holding large bags, they'll bag work for the project, right? Yeah, for sure.
So you're seeing some of these projects that have launched like, okay, let's see some of the, two of the most successful projects that have launched already this bull market have been Pons on Robinhood.
It launched at a, Fraction, like a $1 million market cap or less.
And it ran to a billion.
Jesus.
Then Stonk Fund, which is the same thing that the number one launchpad on Solana for stock mean pairs, again, launched at a microscopic valuation and promptly ran to a $400 million market cap,
right?
We never would have seen these 300, 400, 500X opportunities in previous bull runs because those projects would have already launched at a billion dollar valuation.
Well, even just to experience a 2X, which is 100% gain, which people would die for.
if you buy any one of these projects that sits at like a $2 billion market cap, it has to go all the way, all the way up to a $4 billion market cap just to make a 2X.
And there's already these insiders dumping on your ass.
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