$nikita looks free here Beeple just dropped a piece on it last night and Nikita bier is the head of product at x. Nikita likes the work as featured on his page. He is an advisor of Solana and is splitting fees with the artist bonegpt who has pinned it to his profile. Bonegpt: pinned post https://t.co/usGBmj3A4m Nikitabier saying to hang his pig depiction at the louvre: https://t.co/G5FZY7kGMV Check out $NIKITA on fomo: https://t.co/NMnnYZxlyj Ca: GJ9LEQZgoxW487LRaRnajr6DWzouswd29EruRqwZBAGS

Name & Symbol: NIKITA BOAR ($NIKITA)
Address: GJ9LEQZgoxW487LRaRnajr6DWzouswd29EruRqwZBAGS

Here you can see a major shift happening in crypto. One of the biggest tokens/teams on Solana ( $MET ) is considering the DRP standard by @LaunchOnSoar = actual ownership. Instead of a token with irregular buybacks or governance (which doesn’t make sense in the first place but I’ll talk about that later on)> you get a token that represents equity: a direct claim on cash flows, assets, and long-term value. Buyback tokens with no underlying incentive beside burning money will be left in the past. I’d rather have my company invest those funds in their business , grow their profits and have the token go up due to perceived company value going up as well. Ownership makes value accrual structural , vs with buybacks, governance or other vague utilities it all depends on uncontrollable variables (ex, how and when team decides to do buyback, make changes in their policy about this, ..) VCs > if we want tradfi to come buy our tokens, ownership token make the most sense. Discounted cash flow, revenue multiples, asset backing, profit margins, comparable companies. All valuation models work on equity based tokens. How will they value tokens that depend on those uncontrollable variables? Capital prefers instruments it knows how to price. Non-equity tokens often rely on : token price → ecosystem growth → token price. And when price falls, the incentives collapse, liquidity dries up, contributors leave & the death spiral begins. That’s how you get all those christmas tree charts & failed businesses which the dumb token structure was a big help at. A token without ownership asks holders to believe: >The team will behave altruistically >Buybacks will continue forever >Governance will matter someday >Value will accrue “somehow” An ownership token says: >Here is what you own >Here is how value flows to you >Here is your downside protection >Here is your upside If you understand early why this makes sense, you’re positioned ahead of the next meta > ownership tokens. The honest end state.

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

Another thing I want to say: don’t give someone’s opinion more weight just because they have a large following. I’d go as far as say that you should be more cautious with big accounts—they often have the power to use their audience as exit liquidity. There’s a reason people talk so much about “gem” accounts, and why you’ll see plenty of eight-figure whales with three-digit follower counts. Most KOLs grow through PnL posts. I’ve experienced this myself—my biggest growth came from them. But that has no causal link to how good a trader someone actually is, or whether they shared the idea before the move. Someone buys fartcoin at a $20k market cap, rides it to billions, and suddenly they’re an “expert trader” with 100k+ followers. I’m not saying they aren’t—but you get the point. Just always try to think for yourself and base your opinion on someone off their actions and intentions behind it

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

Updated thesis CPT To anyone new here, welcome, I’m spyzer and am very bullish on the future of ICM. There has been more mindshare shifting towards ‘ownership’ tokens. We’re seeing this currently happening with MetaDAO (futarchy), Star (new- fundraising platform kinda like shark tank), Realms (soon- spin on futarchy model) and Soar (new- equity based tokens through enforceable debt obligation). I will go in depth about Soar, why the launch model works, and its premier launch @EmpulserTech Market conditions may be awful, but that shouldn’t keep you from investing in ownership tokens of (especially web2) revenue generating businesses. There is little onchain liquidity out there and that gives you an advantage. Grab this opportunity with two hands. Good ownership coins will move slower due to lack of liquidity in trenches BUT they will still reach the same valuations they were meant to if they succeed. You just have more time to fill your basket with top ICM picks and accumulate low until VC liquidity starts pouring into the best. My goal with this post is for you to realize the number of opportunities spawning and the r/r being amazing due to the state of crypto. ------- First @LaunchOnSoar . ICM. Equity onchain. Let me explain. A company (we’ll take Empulser as example here) comes to Soar and asks them to help with early stage fundraising. Soar asks the team how much of their equity they want to offer to the market, Empulser chose 7%, this goes into the LP. The rest is locked. The team earns all the trading fees and uses this as fundraising. When the token launched, Empulser signed a ‘DRP’ agreement with Soar. This is basically the ‘utility’ of the token for us holders. A way for every holder to exit >> through a liquidity event. The 7% is seen as a senior debt from Empulser to Soar. When the company goes public (liquidity event) / IPO / merger / .. just any liquidity event, that happens at a certain valuation. Right now, Empulser trades at ~30M valuation. If they IPO at let’s say 100M, the Soar team will get paid out 7M (7% equity = debt). Soar chooses how to distribute this value back to holders, but most viable option is making an application where you can ‘sell’ your tokens at 100M valuation for fiat. In this case the LP/token will naturally reprice to a 100M valuation of the company. Then the agreement between Soar/Empulser is over and Soar sells the tokens into the market to drain the LP. No funds wasted in LP & holders get their money through the Soar application. Empulser chose to burn their previously locked tokens, 93%, (! the tokens in the LP still represent the same amount of equity, 7%, —they just do this for optics, ex: ppl scared team will dump tokens on their head) Basically, you’re buying shares of the company in an early stage to help them with fundraising through the trading fees, these tokens/shares have no interest/dividend whatever. The way you will make money is through the speculation on arbitrage towards liquidity event valuation. ------- Most people misunderstand where the real asymmetric returns in crypto come from > the kingmaker trades, as some say. They don’t come from pretending everything is easy, safe, and “mass adoptable.” Or wrapping slop in a nice shiny package to farm CT. But deep down we all know its worthless. How many AI coins from last year survived and how fewer are thriving? Those kingmaker trades come from information asymmetry, enough research into hard to find/hard to understand information, and by being early with teams solving problems others can’t or won’t touch. ------- I believe the next wave of ICM will present a handful of those trades. And I firmly believe this is one of them. You got an idea of how the launch model of Soar works, now I’ll dive straight into their premier curated launch @Empulser $CPT Empulser is developing Contactless Power Transfer (CPT) systems across three modalities: Basically sending power through the air. >Optical CPT (oCPT) – high-power, laser-based energy transfer >Radio Frequency CPT (RF) – short-range, wireless power in industrial bands >Magnetic Resonance – near-field, contactless industrial power The core insight is simple: There’s intelligent machines (drones, robots, sensors) that are still hindered by batteries. Empulser’s goal is not to remove all batteries everywhere — it’s to remove downtime where downtime is fatal, expensive, or unacceptable. I will explain with a clear example later. About oCPT, this is well regulated (lasers can be dangerous) Empulser isn’t pretending regulation will magically disappear. Their safety model includes: >Auto-termination of the beam upon meaningful obstruction (AI controlled) >Deployment only in controlled or restricted environments Their own words: “First users have to be guys operating in extreme or highly dangerous lines of work.” Question (me): Won’t there be regulatory friction with the AI controlled oCPT? Answer Empulser : Definitely, that’s why only a team that has a Patrick can succeed, because deals will have to be done. ------- Just one of the endless use cases of Empulser’s oCPT technology explained through an example; A real scenario that happened in Switzerland: >A group of hikers got lost in the mountains and needed rescue. What happened: >Drones were deployed to assist rescuers >Battery limitations meant limited coverage Helicopters were sent in The helicopter problem: >Helicopters cost $2–3 million USD >They can only fly ~2 hours before refueling Each mission cycle looks like: >2 hours flying to the search zone >>2 hours searching 2 hours flying back Weather shifts → helicopter grounded You cannot risk losing a crewed aircraft In the end, no one found the hikers in time. Now imagine a different setup: An optical CPT-powered glider drone, costing a lot less. >No crew risk >Can loiter indefinitely >Continuous scanning >No return-to-base cycles >Can operate in weather windows helicopters can’t One drone replaces: >Multiple helicopters >Multiple crews >Repeated sorties >Massive fuel and logistics costs >This could save lives. And this is exactly where oCPT makes sense. Well there must be alternatives to oCPT right? Drone motherships: >Still require logistics >Still have battery churn >Still limited by weather and crew risk Inductive charging: >Requires landing or physical proximity >Not suitable for continuous airborne missions >Needs heavy infrastructure Optical CPT is the only solution that enables true continuous airborne operation in controlled airspace. They also revealed on @MCGlive today that they are filing patents for a new type of engine specifically designed for oCPT. The Fortitude engine. The system converts continuous laser power into thrust, enabling continuous operation without refuelling or recharging. A high efficiency multi-energy approach. More efficient than anything seen before in that field. Demos of this/other products coming ~ this month. Hard to give concrete timelines on stuff like that. ------- 2 other modalities of CPT; RF & Magnetic Empulser is honest about this: RF CPT >Short range (~40m with current hardware) >Directionality is limited Best suited for: >Industrial sensors (which they are developing). On the MCG live they previewed Life Finder, a CPT-enabled wearable for hazardous environments. >Agricultural installations >Fixed environments They’ve even said: “RF directionality is not fantastic with affordable transmitters.” Honesty is something I appreciate a lot, note all these comments come from interaction between the team and me in the public holder chat on Telegram. They are also working on ideas about standing waves/ constructive interference. ------- Why the team matters (at this moment, more than the tech does) This is not just a “ship code and scale” startup. They are not starting from 0 here. This is a regulatory + institutional deal-making business with a killer team. Again: “There will be regulatory friction. That’s why only a team with a Patrick can succeed.” CPT is co-founded by Patrick, he’s a Hong Kong-based investor and entrepreneur, serving as Chairman of the family office Tsangs Group, which focuses on innovation and bridging East & West. He was awarded the Bronze Bauhinia Star by the Hong Kong SAR Government in 2023 for his contributions in charity work. Roman Park - Was multi-regional head for a global consumer brand (currently under NDA/privacy contract so he cannot disclose). From all the questions I’ve seen asked to him, very bullish impression tech/person wise. Tim Ramon - entrepreneur in logistics with multi-decade experience 1x Professor of Wireless Power Transfer out of Fribourg university 1x Prof. Super conductivity out of Fribourg university Empulser is working with Masimo for critical components (these guys don't work with whoever & are valued at 7-8B) ------- Why this fits the soar equity-token model under Soar: >Patrick wants to democratise early stage investing for the public. >Only ~7% of equity is tokenized >Founders retain the rest >Circulating supply acts like recoverable “debt” If Empulser succeeds: >Founders want the token price high (perceived valuation, negotiating leverage, buyback economics, IPO / acquisition optics & buybacks reclaim equity cheaply) >Token holders get exposure to a company long before IPO / acquisition & Soar as a company has its first sign of success. This model fits long-cycle deep-tech far better than slop “utility” tokens. Something you can deploy size in long term with unreal r/r. Risks (for the bears) >Long regulatory timelines >Lumpy, non-linear progress >Opaque government contracts >Key-man dependency >Narrow/unclear initial TAM Why I’m still bullish though >The physics checks out >The constraints/questions are acknowledged and answered greatly >The go-to-market is realistic >Patrick has been handling the transition on how to present himself to holders in an amazing way and went very fast about this. >They ship fast, some products are already in manufacturing phase and they release information in phases which is good for maintaining hype/suspense (degens love that) >And because most traders still dont know about the size of this opportunity. If you are used to investing in slop and the other 100 tokens using buzzwords before went to zero, why even bother researching another one doing ‘power transfer through the air’ in awful market conditions. + there is no instant gratification. Most top traders are dopamine fried btw. That’s exactly (amongst other reasons) why the asymmetry works. CPT is just one of those plays that if you play your cards right, you will never have to place another trade. Real equity of a wireless energy startup with multi-billion family office and cracked team behind it. I didn’t write this post with the main goal in mind for you to buy. I want to educate my followers on what’s happening and help them find the potential unicorn. This is a PvE play. Godspeed. Tsang mode☯️

Name & Symbol: Starpower Network ($STAR)
Address: 0x8fce7206e3043dd360f115afa956ee31b90b787c

FF @tryfomo: @7spyzer turned $160 into $25k+ so far @degnsol personal fan of his buy and hold style @printgod_ trying to be first 1m PNL on fomo @ForeskinBain 5m pnl is the goal or he deletes @notanicecat69 also a fan of his trading style

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

on a good dip right now— read post below 440k $soracle E9qT2T2YHfD67X7VKXZ7PWGnhaZ1nYdEBGbx9xbKpump https://t.co/XrS8O9eg6Y

Name & Symbol: Soracle ($SORACLE)
Address: E9qT2T2YHfD67X7VKXZ7PWGnhaZ1nYdEBGbx9xbKpump

People are starting to realise they partnered with a pharmaceutical company that does 1BN in revenue yearly. In an industry with a cumulative market cap of over 1 trillion First mover advantage $EPIFUN 2AVCEdoprxg6BJS7ARCSXu6DBt2pYGE9YqELNzo4pump

Name & Symbol: EPIFUN ($EPIFUN)
Address: 2AVCEdoprxg6BJS7ARCSXu6DBt2pYGE9YqELNzo4pump

its at 500k been building for months partnership with 7b just announced & 45b company (they already had) & implementing x402 HPePUpxriuXvUYkm9qUn1CaQeN5Z7yNL46XUTytWthvm $SMRT feels similar to the $ACE trade https://t.co/ndmS1DjVrA

Name & Symbol: SmartPractice AI ($SMRT)
Address: HPePUpxriuXvUYkm9qUn1CaQeN5Z7yNL46XUTytWthvm

bought some $epifun @epifuncoin > desci project 100K mcap been listening to their spaces while i was doing research and founder seemed really genuine reason this has yet to reprice is because it was heavily sniped at launch but these bundles are out now (see pictures below) -- cluster 1/2 gone check out the website/founders profile they have partnerships/ 100K+ in treasury assets/ good branding & profile history 2AVCEdoprxg6BJS7ARCSXu6DBt2pYGE9YqELNzo4pump

Name & Symbol: EPIFUN ($EPIFUN)
Address: 2AVCEdoprxg6BJS7ARCSXu6DBt2pYGE9YqELNzo4pump

if you have size and you ain't in $AVICI yet, read this if you have size and you're in, read this because you probably haven't got enough coins imagine being able to invest in Revolut at 30M? think i'm crazy? let's give you some hard facts it's a crypto-powered, internet-native neobank that connects fiat and crypto to let users spend, save, and borrow without giving up ownership of their funds. building out a global reserve currency system with Futarchy governance their biggest competitor onchain ? $XPL -- and it's valued at 700M mcap (that's a 20X+ difference) @AviciMoney did a ICO, raised 35M and refunded 95% because they don't need that much money to build their product. a team that's not greedy if they would've taken it, Avici would be trading at like 500M right now they have thousands of cards ordered, multiple millions spent. average growth of 35%+ MoM. retention rate is 70% MoM below (pictures) are some projections based on user growth and volumes over a 6 month time period. more aggressive growth metrics modeling in premium from potential big partnerships or potential listings. from @crypto_iso common misconception is $AVICI is just a card but people are missing the big picture. stable coins are becoming part of the monetary system as will they become a part of everyday life. + don't forget enterprise adoption versus DAU’s. enterprise is essentially a multiplier for DAU and also a much stickier user base. by creating this ecosystem the volume increases drastically. == massively undervalued vertical accumulation. send it

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0