MarsBit’s Weekly Editor’s Picks for Aug. 29 to Sept. 4 rounds up a broad set of stories spanning macro policy, crypto market structure, Robinhood Chain, Ethereum, Hyperliquid and the week’s most discussed headlines. At the macro level, the package focuses on Federal Reserve Chair Kevin Warsh’s first Jackson Hole appearance, where he argued that forward guidance had served its purpose in extraordinary times and that policy should return to data dependence and institutional discipline. The roundup also highlights renewed stagflation pricing as oil moved back toward $90, pressure from Treasury supply and debt issuance on long-end yields, and a sharp rise in concern over an unwind of yen carry trades after Japan’s 10-year government bond yield moved above 3%. On the crypto side, MarsBit places heavy emphasis on Robinhood Chain. The selection tracks which tokens may be capturing growth from the chain’s activity, the mechanics and limits of stock-paired meme coins, emerging AMMs for stock-token LPs, and the surge of PONS after strong issuance and trading growth. It also points to a temporary easing of a key market worry around Strategy and STRC, a tighter Ethereum supply picture driven by spot ETF inflows and staking, and the opening phase of HIP-4 competition in Hyperliquid’s prediction-market ecosystem. The roundup ends with a rapid-fire list of policy, company, market and security developments from the week.

As of Sept. 4, the top 20 accounts on the FOMO profit board had a combined PnL of $82.3781 million, or $4.1189 million per account on average. The leader, Unipcs (Bonk Guy), alone made $14.26 million, accounting for 17.3% of the group total. The data shows that most of the gains came from a handful of concentrated positions rather than evenly spread trading. Some traders won by buying extremely early and holding through huge multiples; others deployed larger capital later, when tokens had already reached higher valuations, to lock in absolute profit. High-frequency trading also appeared, but in many cases the ranking was still driven by one or two core positions. Much of the profit remains unrealized, and the board reflects surviving winners rather than a universal strategy that works for everyone.

Blockchain analytics firm Bubblemaps has tracked a wallet address, sickfish56151, that turned a $3,000 initial investment into $2.2 million within three weeks by trading MEME tokens. The address, created just 21 days ago, had only traded 10 tokens before its 11th trade hit MEME. It purchased MEME via Pump.fun, transferred the tokens to a Robinhood Chain address, and sold 750,000 MEME for a profit of about $85,000, with remaining holdings worth over $2 million, making it the largest MEME holder. MEME was issued through the LONG platform on Robinhood Chain and is paired with tokenized AMC stock. AMC CEO Adam Aron had previously criticized Robinhood for listing unregistered stock tokens.

A newly created wallet (1 day old) spent 752,723 USDC to purchase 10.2 million MEME tokens at an average price of $0.074, now holding an unrealized gain of approximately $388,000, according to Lookonchain. The token was issued via the LONG platform on Robinhood Chain and paired with tokenized AMC stock.

A new trading structure on Robinhood Chain is pulling tokenized U.S. stocks into meme coin liquidity pools, driving fees sharply higher while reducing the float available for arbitrage. According to launchpad platform LONG, 23% of the chain’s tokenized NVDA supply has already been locked inside the community treasury of Artificial Inu, a meme coin paired directly against NVDA rather than ETH, SOL, or stablecoins. The setup has helped fuel a jump in network activity. The article says Robinhood Chain generated $3.75 million in fees over the past 24 hours, more than Solana, Ethereum, and Base combined over the same period, while cumulative fees reached a record $18.6 million. It also ties the surge to platforms such as LONG and bankr, which embed stock tokens into meme pricing, alongside pure meme launchpads like Pons. The report argues that the mechanism does not alter the asset backing of tokenized equities, but it does drain the tradable float that arbitrageurs rely on to keep onchain prices aligned with reference shares. A separate Sept. 2 incident involving FAMI, a token that had no real stock backing, showed how speculative activity onchain can spill into real equities when the target company is thinly traded and the narrative moves fast.

ChainFeeds’ Sept. 2 research briefing pulled together several market threads that are increasingly overlapping across crypto and traditional finance. A large part of the discussion focused on Robinhood Chain, where activity around Lighter, PONS, stock tokens and meme-coin launchpads is creating multiple, separate paths for value capture rather than a single native-chain bet. The report also examined how offshore perpetual products tied to Korean equities have expanded rapidly, with cumulative volume from February to August 2026 reaching about KRW 307 trillion and August alone hitting KRW 166 trillion. Another section argued that parts of the crypto market may now offer an attractive selective buying window, especially for assets whose prices have collapsed while fundamentals have held up better. The final piece looked at a new onchain experiment in which meme coins are being paired directly with tokenized U.S. stocks such as NVDA, TSLA, SPY and HIMS, creating liquidity pools that some traders hope could tighten available tokenized supply. Taken together, the briefing shows a market paying closer attention to infrastructure, fee capture, tradable tokenized exposure and the conditions under which capital may return to digital assets.

Long.xyz, an issuance platform on Robinhood Chain, said its tokenized stock trading volume on-chain exceeded $425 million over the past 24 hours. The platform also said stock total value locked, or TVL, is now close to $12 million, accounting for about 20% of all stock TVL on the chain. According to the announcement, Long.xyz lets users issue meme tokens and pair them directly against tokenized equities such as NVDA, AAPL, and TSLA, instead of using USDC or ETH as the quote asset. The platform said that design is intended to bring trading volume and liquidity to tokenized stocks.

Long.xyz, an issuance platform on Robinhood Chain, announced that tokenized stock trading volume for LONG exceeded $425 million in the past 24 hours. Stock TVL stands at nearly $12 million, representing about 20% of all on-chain stock TVL. The platform allows users to issue Meme tokens and pair them directly with tokenized stocks like NVDA, AAPL, and TSLA.