Time is an advantage for intrinsic memes (narrative engineering, cult formation, community growth, etc.) Time is a disadvantage for extrinsic memes (trends fading)

Name & Symbol: memes will continue ($memes)
Address: 0xf74548802f4c700315f019fde17178b392ee4444

The Daily Degen - Friday, January 30th, 2026 Warshes, Launches, Taxes, Houses, Macro, Videos, + New Projects! + $BTC, $ETH, $WOULD, $ENSO, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @leviathan_news (gigabrain livestreams + news-posting) And shout-out to new projects highlighted: @tenbinlabs, @BreakoutApp, @lazydotxyz And please RT/etc to support! Link in next tweet 👇

Name & Symbol: Enso ($ENSO)
Address: 0xfeb339236d25d3e415f280189bc7c2fbab6ae9ef

Buybacks work, but here's the caveat. Buybacks alone? Weak. Buybacks + bullish market? Outperformance. This week: - $HYPE +58% - $PUMP +22% - $FLUID +19% - $JUP +8% - $SYRUP +8% The trend is clear imo: tokenomics + fundamentals momentum win. The future is no longer fat chains but rather super apps generating revenue that will continue to win. Data: @_dexuai

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Extrinsic memes — outside to inside. Intrinsic memes — inside to outside. You’re buying memes that’re dependent on memetics from the outside (eg. tiktok) which always tend to fade (based off trends). Eg. Pnut. We’re buying financial absurdism (memetics that grow intrinsically from the asset and spread outwards). Eg. Spx6900, fartcoin, etc.

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

Extrinsic memes — outside to inside. Intrinsic memes — inside to outside. You’re buying memes that’re dependent on memetics from the outside (eg. tiktok) which always tend to fade (based off trends). Eg. Pnut. We’re buying financial absurdism (memetics that grow intrinsically from the asset and spread outwards). Eg. Spx6900, fartcoin, etc.

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

Highest daily user numbers on Pump Fun since Sept 2025. Pump generated nearly $1M over the past 24 hours. Yet $PUMP is down -73% compared to the same timeframe. There's a disconnect here. https://t.co/lu9aUR7TqY

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

"ICO season" they said 🤡 I tracked every single 2024 ICO. The results are absolutely brutal: 99% down: GIZA 98% down: OOGA, PLAI 97% down: RDACC 95% down: CORN, MILK Even the "good ones": - TRUST -78% - LAB -65% - CHECK -50% 100% of ICOs down 50%+ from ATH. This isn't 2017. This is a massacre. Only $ZAMA and $NOYA left. Don't say I didn't warn you.

Name & Symbol: LAB ($LAB)
Address: 0x7ec43cf65f1663f820427c62a5780b8f2e25593a

"ICO season" they said 🤡 I tracked every single 2024 ICO. The results are absolutely brutal: 99% down: GIZA 98% down: OOGA, PLAI 97% down: RDACC 95% down: CORN, MILK Even the "good ones": - TRUST -78% - LAB -65% - CHECK -50% 100% of ICOs down 50%+ from ATH. This isn't 2017. This is a massacre. Only $ZAMA and $NOYA left. Don't say I didn't warn you.

Name & Symbol: Intuition ($TRUST)
Address: 0x6cd905df2ed214b22e0d48ff17cd4200c1c6d8a3

My Crypto Narratives Tier List for 2026 These narratives will define this cycle—ranked by conviction. 🧵 S TIER - The Inevitable Prediction Markets Volume hitting ATHs. Integration across media, sports, and politics is accelerating. Watch: @Polymarket, @Kalshi + the UX layer improving access Deep dive: https://t.co/86SAzGOCRz Neo Finance TradFi is merging with onchain rails. The future isn't crypto vs. banks—it's borderless commerce powered by both. The shift: Tokenized commodities, insurance, stocks. Yield-bearing stables. Sustainable yields from actual profitable businesses. Watch: @aave, @re, @codex_pbc, @Plasma, @maplefinance --------------------------------------------------------------------------------------- A TIER - High Conviction Perps On-chain perps vs CEX volume? Still massive room to grow. Exotic perps, tokenized stocks, sustainable revenue models = best performing sector of 2025. The winner so far: $HYPE Can challengers compete? Watching: Lighter, Aster, EdgeX, Ostium, Jupiter Privacy Privacy isn't optional—it's fundamental. Hot take: Lack of native privacy is blocking institutional adoption. Watch: Zcash, Monero, Anoma, RailGun Super Apps Attention alone won't cut it anymore. Retention = integration. @phantom: Stables, prediction markets, perp DEXs—all in-wallet Coinbase: Onboarding millions to Morpho lending The feedback loop is obvious: engagement → fees → growth. Everyone wins. --------------------------------------------------------------------------------------- B TIER - Emerging Momentum Robotics AI funding = hundreds of billions. Crypto-native VCs like Andrew Kang are bullish on decatrillion-dollar potential. Robotics tokens nearing $1B market cap. Still early. Watch: @virtuals_io, @peaq, @Openmind_agi, @Codex_pbc AI Agents We had "AI summer" during the agent token phase, but most were memecoins disguised as utility tokens. The 2026 thesis: Real builders will ship meaningful crypto × AI intersections. Watch: @eigencloud, @Grass, @PrimeIntellect, @Nouns, @Gensyn, @Pluralis, Coinbase x402 BTCFi Bitcoin leads in market cap but lags in TVL due to its limited programmability. OP_CAT unlocks trustless BTC bridging—one of the most important developments for maximalists. If bridging works seamlessly, BTC unlocks DeFi use cases like other L1s. Watch: @Lombard_Finance, @SolvProtocol, @babylonlabs_io Asset Tokenization The most underrated sector. Hockey Stick growth in 2025: $18B TVL (~100% YoY) BlackRock and Franklin Templeton are onchain. Tether Gold and Paxos Gold are gaining traction. Why? Capital efficiency, wider access, faster settlement, lower costs. Watch: @OndoFinance, @Securitize, @centrifuge, @re --------------------------------------------------------------------------------------- C TIER - Stable but Competitive Oracles Chainlink dominates: +50% market share YoY. Expansion beyond DeFi into institutional-grade data. Competing with Bloomberg using crypto-native, low-latency feeds. Watch: @Chainlink, @PythNetwork, @redstone_defi L2s Most hated sector due to token performance. But innovation continues. MegaETH hit 100k TPS = CEX-like UX, enabling apps that couldn't exist elsewhere. Success here could lift the entire L2 category. Launchpads Wherever tokens are created, systems emerge to bring them to life. 2025 innovations: Pumpfun: Killed snipers, simplified creation Legions: Onchain activity-based access MetaDAO: Market-driven project launches Each serves a different purpose. In 2026, we'll likely see more sustainable mechanisms emerge. --------------------------------------------------------------------------------------- D TIER - Show Me GameFi 93% of projects are dead or dying. Retention hasn't worked since Axie. Problem: More focus on tokens than gameplay. Hope: High-performance chains (MegaETH, Monad) enabling UX-first games. Worth watching: @legendtrade, @stompdotgg, @TopStrikeIO Did I miss anything? Let me know 👇

Name & Symbol: Anoma ($XAN)
Address: 0x7427bd9542e64d1ac207a540cfce194b7390a07f

My Crypto Narratives Tier List for 2026 These narratives will define this cycle—ranked by conviction. 🧵 S TIER - The Inevitable Prediction Markets Volume hitting ATHs. Integration across media, sports, and politics is accelerating. Watch: @Polymarket, @Kalshi + the UX layer improving access Deep dive: https://t.co/86SAzGOCRz Neo Finance TradFi is merging with onchain rails. The future isn't crypto vs. banks—it's borderless commerce powered by both. The shift: Tokenized commodities, insurance, stocks. Yield-bearing stables. Sustainable yields from actual profitable businesses. Watch: @aave, @re, @codex_pbc, @Plasma, @maplefinance --------------------------------------------------------------------------------------- A TIER - High Conviction Perps On-chain perps vs CEX volume? Still massive room to grow. Exotic perps, tokenized stocks, sustainable revenue models = best performing sector of 2025. The winner so far: $HYPE Can challengers compete? Watching: Lighter, Aster, EdgeX, Ostium, Jupiter Privacy Privacy isn't optional—it's fundamental. Hot take: Lack of native privacy is blocking institutional adoption. Watch: Zcash, Monero, Anoma, RailGun Super Apps Attention alone won't cut it anymore. Retention = integration. @phantom: Stables, prediction markets, perp DEXs—all in-wallet Coinbase: Onboarding millions to Morpho lending The feedback loop is obvious: engagement → fees → growth. Everyone wins. --------------------------------------------------------------------------------------- B TIER - Emerging Momentum Robotics AI funding = hundreds of billions. Crypto-native VCs like Andrew Kang are bullish on decatrillion-dollar potential. Robotics tokens nearing $1B market cap. Still early. Watch: @virtuals_io, @peaq, @Openmind_agi, @Codex_pbc AI Agents We had "AI summer" during the agent token phase, but most were memecoins disguised as utility tokens. The 2026 thesis: Real builders will ship meaningful crypto × AI intersections. Watch: @eigencloud, @Grass, @PrimeIntellect, @Nouns, @Gensyn, @Pluralis, Coinbase x402 BTCFi Bitcoin leads in market cap but lags in TVL due to its limited programmability. OP_CAT unlocks trustless BTC bridging—one of the most important developments for maximalists. If bridging works seamlessly, BTC unlocks DeFi use cases like other L1s. Watch: @Lombard_Finance, @SolvProtocol, @babylonlabs_io Asset Tokenization The most underrated sector. Hockey Stick growth in 2025: $18B TVL (~100% YoY) BlackRock and Franklin Templeton are onchain. Tether Gold and Paxos Gold are gaining traction. Why? Capital efficiency, wider access, faster settlement, lower costs. Watch: @OndoFinance, @Securitize, @centrifuge, @re --------------------------------------------------------------------------------------- C TIER - Stable but Competitive Oracles Chainlink dominates: +50% market share YoY. Expansion beyond DeFi into institutional-grade data. Competing with Bloomberg using crypto-native, low-latency feeds. Watch: @Chainlink, @PythNetwork, @redstone_defi L2s Most hated sector due to token performance. But innovation continues. MegaETH hit 100k TPS = CEX-like UX, enabling apps that couldn't exist elsewhere. Success here could lift the entire L2 category. Launchpads Wherever tokens are created, systems emerge to bring them to life. 2025 innovations: Pumpfun: Killed snipers, simplified creation Legions: Onchain activity-based access MetaDAO: Market-driven project launches Each serves a different purpose. In 2026, we'll likely see more sustainable mechanisms emerge. --------------------------------------------------------------------------------------- D TIER - Show Me GameFi 93% of projects are dead or dying. Retention hasn't worked since Axie. Problem: More focus on tokens than gameplay. Hope: High-performance chains (MegaETH, Monad) enabling UX-first games. Worth watching: @legendtrade, @stompdotgg, @TopStrikeIO Did I miss anything? Let me know 👇

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

My Crypto Narratives Tier List for 2026 These narratives will define this cycle—ranked by conviction. 🧵 S TIER - The Inevitable Prediction Markets Volume hitting ATHs. Integration across media, sports, and politics is accelerating. Watch: @Polymarket, @Kalshi + the UX layer improving access Deep dive: https://t.co/86SAzGOCRz Neo Finance TradFi is merging with onchain rails. The future isn't crypto vs. banks—it's borderless commerce powered by both. The shift: Tokenized commodities, insurance, stocks. Yield-bearing stables. Sustainable yields from actual profitable businesses. Watch: @aave, @re, @codex_pbc, @Plasma, @maplefinance --------------------------------------------------------------------------------------- A TIER - High Conviction Perps On-chain perps vs CEX volume? Still massive room to grow. Exotic perps, tokenized stocks, sustainable revenue models = best performing sector of 2025. The winner so far: $HYPE Can challengers compete? Watching: Lighter, Aster, EdgeX, Ostium, Jupiter Privacy Privacy isn't optional—it's fundamental. Hot take: Lack of native privacy is blocking institutional adoption. Watch: Zcash, Monero, Anoma, RailGun Super Apps Attention alone won't cut it anymore. Retention = integration. @phantom: Stables, prediction markets, perp DEXs—all in-wallet Coinbase: Onboarding millions to Morpho lending The feedback loop is obvious: engagement → fees → growth. Everyone wins. --------------------------------------------------------------------------------------- B TIER - Emerging Momentum Robotics AI funding = hundreds of billions. Crypto-native VCs like Andrew Kang are bullish on decatrillion-dollar potential. Robotics tokens nearing $1B market cap. Still early. Watch: @virtuals_io, @peaq, @Openmind_agi, @Codex_pbc AI Agents We had "AI summer" during the agent token phase, but most were memecoins disguised as utility tokens. The 2026 thesis: Real builders will ship meaningful crypto × AI intersections. Watch: @eigencloud, @Grass, @PrimeIntellect, @Nouns, @Gensyn, @Pluralis, Coinbase x402 BTCFi Bitcoin leads in market cap but lags in TVL due to its limited programmability. OP_CAT unlocks trustless BTC bridging—one of the most important developments for maximalists. If bridging works seamlessly, BTC unlocks DeFi use cases like other L1s. Watch: @Lombard_Finance, @SolvProtocol, @babylonlabs_io Asset Tokenization The most underrated sector. Hockey Stick growth in 2025: $18B TVL (~100% YoY) BlackRock and Franklin Templeton are onchain. Tether Gold and Paxos Gold are gaining traction. Why? Capital efficiency, wider access, faster settlement, lower costs. Watch: @OndoFinance, @Securitize, @centrifuge, @re --------------------------------------------------------------------------------------- C TIER - Stable but Competitive Oracles Chainlink dominates: +50% market share YoY. Expansion beyond DeFi into institutional-grade data. Competing with Bloomberg using crypto-native, low-latency feeds. Watch: @Chainlink, @PythNetwork, @redstone_defi L2s Most hated sector due to token performance. But innovation continues. MegaETH hit 100k TPS = CEX-like UX, enabling apps that couldn't exist elsewhere. Success here could lift the entire L2 category. Launchpads Wherever tokens are created, systems emerge to bring them to life. 2025 innovations: Pumpfun: Killed snipers, simplified creation Legions: Onchain activity-based access MetaDAO: Market-driven project launches Each serves a different purpose. In 2026, we'll likely see more sustainable mechanisms emerge. --------------------------------------------------------------------------------------- D TIER - Show Me GameFi 93% of projects are dead or dying. Retention hasn't worked since Axie. Problem: More focus on tokens than gameplay. Hope: High-performance chains (MegaETH, Monad) enabling UX-first games. Worth watching: @legendtrade, @stompdotgg, @TopStrikeIO Did I miss anything? Let me know 👇

Name & Symbol: Grass ($GRASS)
Address: Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs

My Crypto Narratives Tier List for 2026 These narratives will define this cycle—ranked by conviction. 🧵 S TIER - The Inevitable Prediction Markets Volume hitting ATHs. Integration across media, sports, and politics is accelerating. Watch: @Polymarket, @Kalshi + the UX layer improving access Deep dive: https://t.co/86SAzGOCRz Neo Finance TradFi is merging with onchain rails. The future isn't crypto vs. banks—it's borderless commerce powered by both. The shift: Tokenized commodities, insurance, stocks. Yield-bearing stables. Sustainable yields from actual profitable businesses. Watch: @aave, @re, @codex_pbc, @Plasma, @maplefinance --------------------------------------------------------------------------------------- A TIER - High Conviction Perps On-chain perps vs CEX volume? Still massive room to grow. Exotic perps, tokenized stocks, sustainable revenue models = best performing sector of 2025. The winner so far: $HYPE Can challengers compete? Watching: Lighter, Aster, EdgeX, Ostium, Jupiter Privacy Privacy isn't optional—it's fundamental. Hot take: Lack of native privacy is blocking institutional adoption. Watch: Zcash, Monero, Anoma, RailGun Super Apps Attention alone won't cut it anymore. Retention = integration. @phantom: Stables, prediction markets, perp DEXs—all in-wallet Coinbase: Onboarding millions to Morpho lending The feedback loop is obvious: engagement → fees → growth. Everyone wins. --------------------------------------------------------------------------------------- B TIER - Emerging Momentum Robotics AI funding = hundreds of billions. Crypto-native VCs like Andrew Kang are bullish on decatrillion-dollar potential. Robotics tokens nearing $1B market cap. Still early. Watch: @virtuals_io, @peaq, @Openmind_agi, @Codex_pbc AI Agents We had "AI summer" during the agent token phase, but most were memecoins disguised as utility tokens. The 2026 thesis: Real builders will ship meaningful crypto × AI intersections. Watch: @eigencloud, @Grass, @PrimeIntellect, @Nouns, @Gensyn, @Pluralis, Coinbase x402 BTCFi Bitcoin leads in market cap but lags in TVL due to its limited programmability. OP_CAT unlocks trustless BTC bridging—one of the most important developments for maximalists. If bridging works seamlessly, BTC unlocks DeFi use cases like other L1s. Watch: @Lombard_Finance, @SolvProtocol, @babylonlabs_io Asset Tokenization The most underrated sector. Hockey Stick growth in 2025: $18B TVL (~100% YoY) BlackRock and Franklin Templeton are onchain. Tether Gold and Paxos Gold are gaining traction. Why? Capital efficiency, wider access, faster settlement, lower costs. Watch: @OndoFinance, @Securitize, @centrifuge, @re --------------------------------------------------------------------------------------- C TIER - Stable but Competitive Oracles Chainlink dominates: +50% market share YoY. Expansion beyond DeFi into institutional-grade data. Competing with Bloomberg using crypto-native, low-latency feeds. Watch: @Chainlink, @PythNetwork, @redstone_defi L2s Most hated sector due to token performance. But innovation continues. MegaETH hit 100k TPS = CEX-like UX, enabling apps that couldn't exist elsewhere. Success here could lift the entire L2 category. Launchpads Wherever tokens are created, systems emerge to bring them to life. 2025 innovations: Pumpfun: Killed snipers, simplified creation Legions: Onchain activity-based access MetaDAO: Market-driven project launches Each serves a different purpose. In 2026, we'll likely see more sustainable mechanisms emerge. --------------------------------------------------------------------------------------- D TIER - Show Me GameFi 93% of projects are dead or dying. Retention hasn't worked since Axie. Problem: More focus on tokens than gameplay. Hope: High-performance chains (MegaETH, Monad) enabling UX-first games. Worth watching: @legendtrade, @stompdotgg, @TopStrikeIO Did I miss anything? Let me know 👇

Name & Symbol: peaq ($PEAQ)
Address: 0x8b9ee39195ea99d6ddd68030f44131116bc218f6

My Crypto Narratives Tier List for 2026 These narratives will define this cycle—ranked by conviction. 🧵 S TIER - The Inevitable Prediction Markets Volume hitting ATHs. Integration across media, sports, and politics is accelerating. Watch: @Polymarket, @Kalshi + the UX layer improving access Deep dive: https://t.co/86SAzGOCRz Neo Finance TradFi is merging with onchain rails. The future isn't crypto vs. banks—it's borderless commerce powered by both. The shift: Tokenized commodities, insurance, stocks. Yield-bearing stables. Sustainable yields from actual profitable businesses. Watch: @aave, @re, @codex_pbc, @Plasma, @maplefinance --------------------------------------------------------------------------------------- A TIER - High Conviction Perps On-chain perps vs CEX volume? Still massive room to grow. Exotic perps, tokenized stocks, sustainable revenue models = best performing sector of 2025. The winner so far: $HYPE Can challengers compete? Watching: Lighter, Aster, EdgeX, Ostium, Jupiter Privacy Privacy isn't optional—it's fundamental. Hot take: Lack of native privacy is blocking institutional adoption. Watch: Zcash, Monero, Anoma, RailGun Super Apps Attention alone won't cut it anymore. Retention = integration. @phantom: Stables, prediction markets, perp DEXs—all in-wallet Coinbase: Onboarding millions to Morpho lending The feedback loop is obvious: engagement → fees → growth. Everyone wins. --------------------------------------------------------------------------------------- B TIER - Emerging Momentum Robotics AI funding = hundreds of billions. Crypto-native VCs like Andrew Kang are bullish on decatrillion-dollar potential. Robotics tokens nearing $1B market cap. Still early. Watch: @virtuals_io, @peaq, @Openmind_agi, @Codex_pbc AI Agents We had "AI summer" during the agent token phase, but most were memecoins disguised as utility tokens. The 2026 thesis: Real builders will ship meaningful crypto × AI intersections. Watch: @eigencloud, @Grass, @PrimeIntellect, @Nouns, @Gensyn, @Pluralis, Coinbase x402 BTCFi Bitcoin leads in market cap but lags in TVL due to its limited programmability. OP_CAT unlocks trustless BTC bridging—one of the most important developments for maximalists. If bridging works seamlessly, BTC unlocks DeFi use cases like other L1s. Watch: @Lombard_Finance, @SolvProtocol, @babylonlabs_io Asset Tokenization The most underrated sector. Hockey Stick growth in 2025: $18B TVL (~100% YoY) BlackRock and Franklin Templeton are onchain. Tether Gold and Paxos Gold are gaining traction. Why? Capital efficiency, wider access, faster settlement, lower costs. Watch: @OndoFinance, @Securitize, @centrifuge, @re --------------------------------------------------------------------------------------- C TIER - Stable but Competitive Oracles Chainlink dominates: +50% market share YoY. Expansion beyond DeFi into institutional-grade data. Competing with Bloomberg using crypto-native, low-latency feeds. Watch: @Chainlink, @PythNetwork, @redstone_defi L2s Most hated sector due to token performance. But innovation continues. MegaETH hit 100k TPS = CEX-like UX, enabling apps that couldn't exist elsewhere. Success here could lift the entire L2 category. Launchpads Wherever tokens are created, systems emerge to bring them to life. 2025 innovations: Pumpfun: Killed snipers, simplified creation Legions: Onchain activity-based access MetaDAO: Market-driven project launches Each serves a different purpose. In 2026, we'll likely see more sustainable mechanisms emerge. --------------------------------------------------------------------------------------- D TIER - Show Me GameFi 93% of projects are dead or dying. Retention hasn't worked since Axie. Problem: More focus on tokens than gameplay. Hope: High-performance chains (MegaETH, Monad) enabling UX-first games. Worth watching: @legendtrade, @stompdotgg, @TopStrikeIO Did I miss anything? Let me know 👇

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

Not a single narrative positive for the week. SocialFi - $ZORA -15% - $COOKIE -35% - $KAITO -39% Prediction Markets - $LMTS -30% - $SIX -22% Neo Banks - $AVICI -40% - $XPL -22% - $ETHFI -20$ Low Float Tokens - $ENA -24% - $JTO -22% - $PRCL -21 The irony is that one of the worst-performing sectors in 2025 is outperforming so far. (GameFi) Ignited by Axi's Competition announcement. - $AXS +125% - $SAND +27% Never a dull day. Data: @_dexuai

Name & Symbol: Cookie DAO ($COOKIE)
Address: 0xc0041ef357b183448b235a8ea73ce4e4ec8c265f

Not a single narrative positive for the week. SocialFi - $ZORA -15% - $COOKIE -35% - $KAITO -39% Prediction Markets - $LMTS -30% - $SIX -22% Neo Banks - $AVICI -40% - $XPL -22% - $ETHFI -20$ Low Float Tokens - $ENA -24% - $JTO -22% - $PRCL -21 The irony is that one of the worst-performing sectors in 2025 is outperforming so far. (GameFi) Ignited by Axi's Competition announcement. - $AXS +125% - $SAND +27% Never a dull day. Data: @_dexuai

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69

Not a single narrative positive for the week. SocialFi - $ZORA -15% - $COOKIE -35% - $KAITO -39% Prediction Markets - $LMTS -30% - $SIX -22% Neo Banks - $AVICI -40% - $XPL -22% - $ETHFI -20$ Low Float Tokens - $ENA -24% - $JTO -22% - $PRCL -21 The irony is that one of the worst-performing sectors in 2025 is outperforming so far. (GameFi) Ignited by Axi's Competition announcement. - $AXS +125% - $SAND +27% Never a dull day. Data: @_dexuai

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

Not a single narrative positive for the week. SocialFi - $ZORA -15% - $COOKIE -35% - $KAITO -39% Prediction Markets - $LMTS -30% - $SIX -22% Neo Banks - $AVICI -40% - $XPL -22% - $ETHFI -20$ Low Float Tokens - $ENA -24% - $JTO -22% - $PRCL -21 The irony is that one of the worst-performing sectors in 2025 is outperforming so far. (GameFi) Ignited by Axi's Competition announcement. - $AXS +125% - $SAND +27% Never a dull day. Data: @_dexuai

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69

Not a single narrative positive for the week. SocialFi - $ZORA -15% - $COOKIE -35% - $KAITO -39% Prediction Markets - $LMTS -30% - $SIX -22% Neo Banks - $AVICI -40% - $XPL -22% - $ETHFI -20$ Low Float Tokens - $ENA -24% - $JTO -22% - $PRCL -21 The irony is that one of the worst-performing sectors in 2025 is outperforming so far. (GameFi) Ignited by Axi's Competition announcement. - $AXS +125% - $SAND +27% Never a dull day. Data: @_dexuai

Name & Symbol: Cookie DAO ($COOKIE)
Address: 0xc0041ef357b183448b235a8ea73ce4e4ec8c265f

Not a single narrative positive for the week. SocialFi - $ZORA -15% - $COOKIE -35% - $KAITO -39% Prediction Markets - $LMTS -30% - $SIX -22% Neo Banks - $AVICI -40% - $XPL -22% - $ETHFI -20$ Low Float Tokens - $ENA -24% - $JTO -22% - $PRCL -21 The irony is that one of the worst-performing sectors in 2025 is outperforming so far. (GameFi) Ignited by Axi's Competition announcement. - $AXS +125% - $SAND +27% Never a dull day. Data: @_dexuai

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

Andy declares Neo Finance as "the most important category in the entire space" as DeFi and legacy finance converge. "You've got DeFi, you've got legacy finance, and right in the middle you've got the protocols you wanna bet on." - @SkyEcosystem - @chainlink - @aave - @CantonNetwork - @m0 - @Morpho - @USDai_Official - @Plasma - @pendle_fi - @Paxos - @ethena_labs - @daylightenergy - @ether_fi - @redstone_defi - @0xPolygon - @stripe - @sparkdotfi

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

We might have found the most asymmetric bet in the market right now. > A LLM focused on problem-solving, with 32 billion parameters. > Uses 4-bit precision for less memory and higher performance. > Highly efficient: ~75 % less VRAM use vs. FP16 models, making it practical on more common hardware. How it works? Basically, it's built on the DeepSeek-32B architecture and fine-tuned in 4-bit end-to-end and it uses LoRA/QLoRA with advanced quantization techniques. They basically show that efficient AI models can rival big ones, lowering hardware costs and energy use. Btw @isro is also testing their tech, and their founder is on Forbes 30. Insanely bullish on $PIE ca: aqQRs3UJmHs7ktoLo46HZAzvG9P3oCoZ41nENqFbory Some chads: @CryptoJonesRC @MetaverseRanger @game_for_one @CryptoGideon_ @Donnie100x @CryptoNoach @resdegen @CryptoShiro_ @degenApe22 @SharkSociety_ @Prateek0x_ @ChillTRD @EricCryptoman @platacrypto @SomonePr @AceMoonCrypto @Sykodelic_ @zinceth @midoji7 @KAPOTHEGOAT01 @moneymancalls @Overdose_AI @The__Solstice @TheCryptoKazi @mikroweller @BullishB34R @specmacs @IAM_KAIDO @0xSleuth_ @crypto_popseye @0xUnihax0r

Name & Symbol: Alpie ($PIE)
Address: aqQRs3UJmHs7ktoLo46HZAzvG9P3oCoZ41nENqFbory

Leading Narratives: 2 Weeks into 2026 Launchpads - $VIRTUAL +66% - $BONK +53% - $PUMP +46% - $RAY +40% Memes - $PONKE +112% - $SCF +100% - $APU+88% - $USELESS +87% AI - $PAAL +141% - $RENDER +84% - $AKT +53% - $FET +46% DEXs - $AERO +51% - $DEEP +41% - $VELO +39% - $FLUID +22% BTC is back to $95K as of this writing. Risk on assets are outperforming again. Belief is back on the timeline. Data: @_dexuai

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Leading Narratives: 2 Weeks into 2026 Launchpads - $VIRTUAL +66% - $BONK +53% - $PUMP +46% - $RAY +40% Memes - $PONKE +112% - $SCF +100% - $APU+88% - $USELESS +87% AI - $PAAL +141% - $RENDER +84% - $AKT +53% - $FET +46% DEXs - $AERO +51% - $DEEP +41% - $VELO +39% - $FLUID +22% BTC is back to $95K as of this writing. Risk on assets are outperforming again. Belief is back on the timeline. Data: @_dexuai

Name & Symbol: PAAL AI ($PAAL)
Address: 0x14fee680690900ba0cccfc76ad70fd1b95d10e16

Leading Narratives: 2 Weeks into 2026 Launchpads - $VIRTUAL +66% - $BONK +53% - $PUMP +46% - $RAY +40% Memes - $PONKE +112% - $SCF +100% - $APU+88% - $USELESS +87% AI - $PAAL +141% - $RENDER +84% - $AKT +53% - $FET +46% DEXs - $AERO +51% - $DEEP +41% - $VELO +39% - $FLUID +22% BTC is back to $95K as of this writing. Risk on assets are outperforming again. Belief is back on the timeline. Data: @_dexuai

Name & Symbol: Apu Apustaja ($APU)
Address: 0x594daad7d77592a2b97b725a7ad59d7e188b5bfa

Leading Narratives: 2 Weeks into 2026 Launchpads - $VIRTUAL +66% - $BONK +53% - $PUMP +46% - $RAY +40% Memes - $PONKE +112% - $SCF +100% - $APU+88% - $USELESS +87% AI - $PAAL +141% - $RENDER +84% - $AKT +53% - $FET +46% DEXs - $AERO +51% - $DEEP +41% - $VELO +39% - $FLUID +22% BTC is back to $95K as of this writing. Risk on assets are outperforming again. Belief is back on the timeline. Data: @_dexuai

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Leading Narratives: 2 Weeks into 2026 Launchpads - $VIRTUAL +66% - $BONK +53% - $PUMP +46% - $RAY +40% Memes - $PONKE +112% - $SCF +100% - $APU+88% - $USELESS +87% AI - $PAAL +141% - $RENDER +84% - $AKT +53% - $FET +46% DEXs - $AERO +51% - $DEEP +41% - $VELO +39% - $FLUID +22% BTC is back to $95K as of this writing. Risk on assets are outperforming again. Belief is back on the timeline. Data: @_dexuai

Name & Symbol: USELESS COIN ($USELESS)
Address: 0xba38b3c706f7a515ff7c8db04daa0a134ec46d2b

Leading Narratives: 2 Weeks into 2026 Launchpads - $VIRTUAL +66% - $BONK +53% - $PUMP +46% - $RAY +40% Memes - $PONKE +112% - $SCF +100% - $APU+88% - $USELESS +87% AI - $PAAL +141% - $RENDER +84% - $AKT +53% - $FET +46% DEXs - $AERO +51% - $DEEP +41% - $VELO +39% - $FLUID +22% BTC is back to $95K as of this writing. Risk on assets are outperforming again. Belief is back on the timeline. Data: @_dexuai

Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631

Leading Narratives: 2 Weeks into 2026 Launchpads - $VIRTUAL +66% - $BONK +53% - $PUMP +46% - $RAY +40% Memes - $PONKE +112% - $SCF +100% - $APU+88% - $USELESS +87% AI - $PAAL +141% - $RENDER +84% - $AKT +53% - $FET +46% DEXs - $AERO +51% - $DEEP +41% - $VELO +39% - $FLUID +22% BTC is back to $95K as of this writing. Risk on assets are outperforming again. Belief is back on the timeline. Data: @_dexuai

Name & Symbol: Velo Protocol ($VELO)
Address: 0xf486ad071f3bee968384d2e39e2d8af0fcf6fd46

Highest daily user numbers on Pump Fun since Sept 2025. Pump generated nearly $1M over the past 24 hours. Yet $PUMP is down -73% compared to the same timeframe. There's a disconnect here. https://t.co/lu9aUR7TqY

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Highest daily user numbers on Pump Fun since Sept 2025. Pump generated nearly $1M over the past 24 hours. Yet $PUMP is down -73% compared to the same timeframe. There's a disconnect here. https://t.co/lu9aUR7TqY

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

What you refer to as DeFi will soon be called Neo Finance. The rails have been built (Noble, ChainLink, Portal) The chains are ready (Ethereum, Solana, Polygon, Avalanche, Arbitrum) Real yield generated by Real Businesses and Real Assets (Re, Maple, Ondo, Sky, M^0) Given utility by onchain markets (Aave, Morpho, Pendle, Falcon) Real products enabling onchain finance (EtherFi, Rain, Kast, Bridge) Neo Finance.

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

I just created a looping strategy with $reUSD. @Infinit_Labs is the product DeFi has desperately needed for years. Having a tool like INFINIT available makes complex strategies simple to execute. This loop increases your estimated yield to approximately: - ROI to maturity: ≈ 6.2% - Annualized: ≈ 13.5% Borrow rates on @Morpho have averaged around 9%, so it is still worth it when PT reUSD implies around 10.69% fixed yield. The lower the borrow APR on Morpho, the higher your net yield. With INFINIT, you can build almost any strategy using onchain agents and monetize them later. What is @re? Re is a decentralized reinsurance protocol that connects institutional capital with fully collateralized insurance risk. It gives access to real-world insurance yield through onchain, regulated, and transparent structures. What is $reUSD? reUSD is a principal-protected, yield-earning USD token. It earns the higher of: - the risk-free rate + 2.5% - the Ethena basis-trade yield + 2.5% Yield compounds daily through price appreciation, not emissions. Funds are deployed onchain and offchain into T-bills and regulated reinsurance capital via surplus notes, with oracle verified transparency. If you have overlooked @re until now, this is a good time to put it on your watchlist.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

in fact i think many are missing out on a lot projects that FEW talks about on CT but did way much more % gains or benefiting the community much more and aside from these highly talked about projects, there are plenty more out there most of you are farming the same 15 overhyped protocols getting overfarmed while real winners sit right here 👇 my thesis on $SOL became ever stronger after Breakpoint. the buy in for me was that they are no longer just ANOTHER CHAIN, they are being the YCcombinator for any projects. founders can have a start off with $META @MetaDAOProject, with futarchy style ownership, unlike extractive biz model like $PUMP @Pumpfun. metadao created an ecosystem of proejcts like @AviciMoney $AVICI which did MORE transactions than metamask.... @solomon_labs $SOLO which is the $ENA of solana and upcoming @ranger_finance who will soon launch their ICO on metadao. and also highly recommend to try out @elfa_ai, execute trades on fundamentals and sentiment analysis, and @hypetris_ himself tested and is doing 99% win rate with the AI trade feature. DM ME IF YOU WANT SOME INVITE CODES! this guy just doesnt know when to stop $LINK @chainlink. we thought it will get eaten up by $ZRO @LayerZero_Core or other plays like $RED @redstone_defi. just so you know the moat and ecosystem chainlink build around themsleves is so massive. its no longer just an oracle, chainlink themselves have attached themselves heavily with some of the top projects and ecosystems and more so importantly with institutions and regulatory body. critics have argued that chainlink charges hefty fees...even so, that moat that chainlink commands is a natural magnet for projects to DESIRE to work with chainlink. keep in mind chainlink is also accelerating projects under its build program constantly building our utility for its token holders. chainlink smartcon was wild, and if you have been there you know that $LINK will go higher. probably no one ever caught this $RIVER @RiverdotInc but they just pulled a 5x in the last week of 2025. did one of the most wonderful tge in the entire of crypto in 2025. if you searched around the korean and chinese communities have lots of chatter around this. very likely there is little to no marginal buyers here but i am still insanely bullish given how the PA have been playing out. probably the best FREE data platform with insane data $SOSO @SoSoValueCrypto did one of the greatest airdrops in 2025 probably 2nd to $LIT imo, with easily 5fig with just a number of interactions and price have been holding up way better with technically ZERO marketing spend. they have a whole lot of things being built out right now: index funds, spot and perp dex, questing platform. i am so excited to what they team will be shipping and more airdrops as we head into season 2 and 3. the neobank ran started when $ETHER @ether_fi announced its $1b revenue plan and core focus from LSTs to card business. a really bold move to take that direction and i really salute the team for that. i will keep watching how ether fi develop. one of the leaders in the neobank space and another one that i am insanely bullish is @useTria with up to 6% cashback, probably one of the highest that i have seen around. the stablecoin which everyone knows $ENA @ethena_labs has been imo, the biggest success in driving 2 things: the stablecoin development and also how people view and build stuff ontop of stablecoins. and recently @CryptoHayes have been accmulating $ENA as well. might not be the best portfolio when we talk about privacy people think about $ZEC, but here is another beta play that rides on a multi-narrative: stablecoin, privacy, neobank and that is $CC @CantonNetwork, first public blockchain that is private. its the top gainer for all the layer 1s in 2025 and that rallying massively in the last week of 2025. raised iirc $500m, a bunch of instis/investors using the chain, from the likes of Goldman Sachs, JP Morgan, Morgan Stanley, Citibank, BNY, BNP Paribus, Bank of America/China just to name a few. partnership with the Nasdaq, over 600 major institutional partners and $400 billion dollars of RWA TVL, + the alpha here is probably $SEND, sub $15m mcap, a privacy-first payments app built on Canton and also a key network validator, allow instant global payments, privacy-first transactions and integration with @CantonWallet, ZERO, NO ONE is talking about this on CT. clearly bottomed out charts, but its pumping along with $CC too. + check out @EA_finance, they are building the wrapped $CC = $wCC unlocking $CC utility across chains. HOLD ON thats not all. they are just starting out a small part, they will be progressively rolling out real world utility through crypto and through them + canton will be chain to power all those transactions. be sure to keep your eyes on on this project. i am closely watching this. @FX100Perp by @aladdinDAO and also by the @protocol_fx team. the first non liquidatable perp dex. have seen several projects on around the non liqduidatable concept but none have really took off. keeping it in my watchlist. $MARU is memecoin by @edgeX_exchange being airdropped to traders. my thesis is that as long as edgeX hasnt tge, $MARU still have legs to go. it should be strong all the way up till edgeX tge and even abit beyond that. we might see some utility come for it and also tge should be really soon, i believe in q1. likely a 25% token allocation and whats most bullish is that: - the #2 rev generator in ALL protocols just after @HyperliquidX - dominant order book liquidity on major pairs like BTC, ETH, and SOL - the only one with a true CEX-level mobile app, official app available on Google Play Store and Apple App Store - backed @ambergroup_io - 25% airdrop confirmed with no vesting - recently launched meme coin $MARU already reached a 400M FDV If a meme coin can hit 400M, the main token realistically looks like 3B+ - HUGE buy pressure straight out at TGE. all revenue before TGE is confirmed to be used for buybacks - TGE is at most 2 to 3 months away, and could happen within a month $LIT is the biggest successful airdrop in 2025 and i believe it will continue running as we head into 2026. till date there are 59% of the airdrop participants still holding to the airdrop and among them, 7.5% of them have increased their positions. $LIT to be used for buybacks.

Name & Symbol: River ($RIVER)
Address: 0xda7ad9dea9397cffddae2f8a052b82f1484252b3

Crypto + Macro Stuff I'm Looking At Today ... - Prices up, memecoins like $PEPE, $BONK, and $PONKE leading the charge - Total crypto market cap up to $3.3T, former ATH was $4.38T in early October - $BTC has been up at least 60% in Q1 in three of the last five years - ETH Mainnet led for TVL inflows in 2025 while Arbitrum was in last place with largest outflows (link below) - Infinex ICO making waves - Helium $HNT and Jupiter $JUP to both pause token buybacks - Lighter's $LIT token seeing a bounce after initial declines following TGE - My bros at @aladdindao have seen two friendly forks launch recently and just shipped some key updates on @protocol_fx (link below) - Ranger Finance $RNGR ICO via MetaDAO - Cascade_xyz pre-allo starts tomorrow (link below) - For macro, ISM and December Jobs data both coming out this week - Vietnam about to surpass Thailand to become Southeast Asia’s second-largest economy - Ledger data leak generating concern - $TROVE ICO expected by end of January - Polymarket and Parcl partnering to launch real estate prediction markets - Rumors that Trump will announce next Fed Chair to replace Powell as early as this week - Continued concerns re: Japanese bond market - Mayachain fastest-growing chain on the weekly with at least $1M TVL - Fastest-growing protocol on the weekly with at least $1M TVL is 'Consensus Liquidity Dex' on Kaia chain - $USDT, $USDC, $MET, and $PUMP are top 4 crypto entities for fee-generation over last week - Ethereum to increase blob capacity starting Wednesday, January 7th - Stellar $XLM to launch privacy testnet on Wednesday as well - Huma Finance announced a new leveraged 'Huma Prime' vault today and it filled to capacity within three hours - Moonbirds and Arcium TGE's also expected sometime this quarter - Copper prices at record high's - US oil stocks spike on Venezuela situation - Ethereum stablecoin transfer volume hit a new record of $8T in volume in Q4 - Crypto Fear & Greed Index back above 40 for first time since 10/10 liquidation cascades Conclusion Quite a start to the year lads! Is very nice seeing some green price action after being in goblintown the last two months! As far as Venezuela, it seems on net bullish to me as 1) it demonstrated US hegemony quite clearly if nothing else, which is good for US stocks and thus also crypto I would argue, and 2) it should exert long-term downward pressure on oil prices, which will be disinflationary and thus make it easier for the Fed to keep rates down long-term. I am long and strong right now but not overstretched... so am very happy if we keep going higher and also happy to buy the dip if we go down :) Overall though I tend to think 2026 will be an insanely bullish year! But yeah - let me know what else I should be looking at! I read every single comment and given the deluge of bots these days I appreciate every real human comment more than ever - so thank you to those who do share their thoughts! Here's to more greenery lads LFG 💪💪💪

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

Crypto + Macro Stuff I'm Looking At Today ... - Prices up, memecoins like $PEPE, $BONK, and $PONKE leading the charge - Total crypto market cap up to $3.3T, former ATH was $4.38T in early October - $BTC has been up at least 60% in Q1 in three of the last five years - ETH Mainnet led for TVL inflows in 2025 while Arbitrum was in last place with largest outflows (link below) - Infinex ICO making waves - Helium $HNT and Jupiter $JUP to both pause token buybacks - Lighter's $LIT token seeing a bounce after initial declines following TGE - My bros at @aladdindao have seen two friendly forks launch recently and just shipped some key updates on @protocol_fx (link below) - Ranger Finance $RNGR ICO via MetaDAO - Cascade_xyz pre-allo starts tomorrow (link below) - For macro, ISM and December Jobs data both coming out this week - Vietnam about to surpass Thailand to become Southeast Asia’s second-largest economy - Ledger data leak generating concern - $TROVE ICO expected by end of January - Polymarket and Parcl partnering to launch real estate prediction markets - Rumors that Trump will announce next Fed Chair to replace Powell as early as this week - Continued concerns re: Japanese bond market - Mayachain fastest-growing chain on the weekly with at least $1M TVL - Fastest-growing protocol on the weekly with at least $1M TVL is 'Consensus Liquidity Dex' on Kaia chain - $USDT, $USDC, $MET, and $PUMP are top 4 crypto entities for fee-generation over last week - Ethereum to increase blob capacity starting Wednesday, January 7th - Stellar $XLM to launch privacy testnet on Wednesday as well - Huma Finance announced a new leveraged 'Huma Prime' vault today and it filled to capacity within three hours - Moonbirds and Arcium TGE's also expected sometime this quarter - Copper prices at record high's - US oil stocks spike on Venezuela situation - Ethereum stablecoin transfer volume hit a new record of $8T in volume in Q4 - Crypto Fear & Greed Index back above 40 for first time since 10/10 liquidation cascades Conclusion Quite a start to the year lads! Is very nice seeing some green price action after being in goblintown the last two months! As far as Venezuela, it seems on net bullish to me as 1) it demonstrated US hegemony quite clearly if nothing else, which is good for US stocks and thus also crypto I would argue, and 2) it should exert long-term downward pressure on oil prices, which will be disinflationary and thus make it easier for the Fed to keep rates down long-term. I am long and strong right now but not overstretched... so am very happy if we keep going higher and also happy to buy the dip if we go down :) Overall though I tend to think 2026 will be an insanely bullish year! But yeah - let me know what else I should be looking at! I read every single comment and given the deluge of bots these days I appreciate every real human comment more than ever - so thank you to those who do share their thoughts! Here's to more greenery lads LFG 💪💪💪

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Points you need to be farming in 2026 1. Oro 2. Loopscale 3. Grass 4. Kast 5. Trepa 6. Glider 7. Hey Elsa 8. Yeet 9. Quacks 10. Re 11. Xeet 12. PredictdotFun 13. Opinion 14. Probable 15. OpenMind 16. Abstract 17. Cookie 18. Variational 19. ParaDex 20. Ethereal 21. Concrete 22. Avant 23. Ostium Did I miss any worth the time and capital?

Name & Symbol: Cookie DAO ($COOKIE)
Address: 0xc0041ef357b183448b235a8ea73ce4e4ec8c265f

Points you need to be farming in 2026 1. Oro 2. Loopscale 3. Grass 4. Kast 5. Trepa 6. Glider 7. Hey Elsa 8. Yeet 9. Quacks 10. Re 11. Xeet 12. PredictdotFun 13. Opinion 14. Probable 15. OpenMind 16. Abstract 17. Cookie 18. Variational 19. ParaDex 20. Ethereal 21. Concrete 22. Avant 23. Ostium Did I miss any worth the time and capital?

Name & Symbol: Grass ($GRASS)
Address: Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs

2025 was the year of Stablecoin Tokenization, $300B and growing: 1. Tether $187B 2. Circle $74B 3. Sky $9.5B 4. Ethena $6.3B 5. Paxos/PayPal $3.6B 6. Maple $2.1B 7. Ondo $828M 2026 will be about the tokenization of TradFi (Stock and Fund Tokenization) 1. Backed Finance XStocks 2. BlackRock's BUIDL 3. Ondo Tokenized stocks 4. Midas 5. RobinHood Sector growth was already up 3000% for 2025. We are still very early.

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

2025 was the year of Stablecoin Tokenization, $300B and growing: 1. Tether $187B 2. Circle $74B 3. Sky $9.5B 4. Ethena $6.3B 5. Paxos/PayPal $3.6B 6. Maple $2.1B 7. Ondo $828M 2026 will be about the tokenization of TradFi (Stock and Fund Tokenization) 1. Backed Finance XStocks 2. BlackRock's BUIDL 3. Ondo Tokenized stocks 4. Midas 5. RobinHood Sector growth was already up 3000% for 2025. We are still very early.

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

XPL is the hardest road possible. https://t.co/qtypxPZvfF

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

There has been no clearer winner among tokenized assets than Stablecoins. Stablecoins account for over 90% of growth in the tokenization industry over the past year. I believe these are a return to fundamentals plays, some of the winners this year + tokens I'm tracking: - @SkyEcosystem ( $SKY)' sUSDS -- $4.2B - @syrupfi ( $SYRUP)' syrupUSDC -- $1.46B - @OndoFinance ( $ONDO) ' OUSG -- $827M - @aave ( $AAVE)' GHO -- $269M - @re ( No Token)' reUSD -- $96M This is a builder's market. And Fundamentals will win.

Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66

90% of the top 100 tokens are now negative over the past 90 days. Most of these will never come back. But the ones that do will have sustainable revenue models to drive value back to token holders. I see $ETH, $SYRUP, $AAVE, $UNI, and $MORPH as buys at these levels. https://t.co/yWLqRqLHAT

Name & Symbol: Syrup Token ($SYRUP)
Address: 0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66

Follow the trend, don't fight it. The market is clearly telling you: More Privacy enabled DeFi. More Privacy Programmable L1s. More Privacy Stablecoins No surprise to see privacy coins like $ALEO being up 40% this week. Moreso after their team members held a roundtable with the SEC recently + big Circle partnership.

Name & Symbol: Aleo ($ALEO)
Address: 0x6cfffa5bfd4277a04d83307feedfe2d18d944dd2

What a year. Worst performing narratives for 2025. - DeFAI -97% ( $GRIFFAIN, $LMT) - Modular -92% ( $TIA, $AVAIL, $DYM) - DeSci -91% ( $URO, $YNE, $LAKE, $CRYO, $RSC) - AI -87% ( $LAI, $SPEC, $DEAI, $AIT, $PAAL) - GameFi -85% ( $PRIME, $BEAM, $PORTAL) - Low Float Tokens - 84% ( $JTO, $PRCL, $W, $ENA, $STRK, $WLD) - LRTs -83% ( $ALT, $EIGEN, $REZ) - Data -81% ( $ARKM, $GRT, $COOKIE) - L2s -81% ( $MODE, $MOVE, $SCR, $BLAST, $MANTA, $TAIKO, $CORE, $METIS, $ZK, $OP, $STX) Clearly a purge was needed I hope 2026 is kinder to the space List by @_dexuai

Name & Symbol: test griffain.com ($GRIFFAIN)
Address: KENJSUYLASHUMfHyy5o4Hp2FdNqZg1AsUPhfH2kYvEP

What a year. Worst performing narratives for 2025. - DeFAI -97% ( $GRIFFAIN, $LMT) - Modular -92% ( $TIA, $AVAIL, $DYM) - DeSci -91% ( $URO, $YNE, $LAKE, $CRYO, $RSC) - AI -87% ( $LAI, $SPEC, $DEAI, $AIT, $PAAL) - GameFi -85% ( $PRIME, $BEAM, $PORTAL) - Low Float Tokens - 84% ( $JTO, $PRCL, $W, $ENA, $STRK, $WLD) - LRTs -83% ( $ALT, $EIGEN, $REZ) - Data -81% ( $ARKM, $GRT, $COOKIE) - L2s -81% ( $MODE, $MOVE, $SCR, $BLAST, $MANTA, $TAIKO, $CORE, $METIS, $ZK, $OP, $STX) Clearly a purge was needed I hope 2026 is kinder to the space List by @_dexuai

Name & Symbol: yesnoerror ($YNE)
Address: 7D1iYWfhw2cr9yBZBFE6nZaaSUvXHqG5FizFFEZwpump

What a year. Worst performing narratives for 2025. - DeFAI -97% ( $GRIFFAIN, $LMT) - Modular -92% ( $TIA, $AVAIL, $DYM) - DeSci -91% ( $URO, $YNE, $LAKE, $CRYO, $RSC) - AI -87% ( $LAI, $SPEC, $DEAI, $AIT, $PAAL) - GameFi -85% ( $PRIME, $BEAM, $PORTAL) - Low Float Tokens - 84% ( $JTO, $PRCL, $W, $ENA, $STRK, $WLD) - LRTs -83% ( $ALT, $EIGEN, $REZ) - Data -81% ( $ARKM, $GRT, $COOKIE) - L2s -81% ( $MODE, $MOVE, $SCR, $BLAST, $MANTA, $TAIKO, $CORE, $METIS, $ZK, $OP, $STX) Clearly a purge was needed I hope 2026 is kinder to the space List by @_dexuai

Name & Symbol: PAAL AI ($PAAL)
Address: 0x14fee680690900ba0cccfc76ad70fd1b95d10e16

This PA is cancer. Farming stables right now is OP and will probably become the new meta. Here are some strategies you may want to integrate to earn some extra yield: 1. @re reUSDe & reUSD currently yielding 5% - 14% APY for just holding it. Or you can earn more (via their point system) if you: - Swapping it to YT or LPing it on @pendle_fi - LPing on @CurveFinance - Use your reUSD as collateral on @Morpho 2. @avantprotocol avUSD is yielding ~18% APY They also have a point system where you can earn more if you: - Hold YT tokens on @spectra_finance or supply it on @eulerfinance - Deposit avUSD or avBTC on @PharaohExchange - Supply savETH on Morpho Stablecoin Supercycle remains undefeated. s/o: @stablewatchHQ

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

I'm bullish on robotics until otherwise because most will wake up at $100M and claim they saw it coming. Understand $CODEC, that's the bet. I'm watching the robotics narrative and $CODEC is one of the few plays with actual infrastructure thesis backing it. The sector went from sub-$10M to over $1B in market cap in months. That's not sustainable without real products. Most projects are vaporware. Codec built different. Here's why I'm positioned: - VLA models are shifting AI towards execution. - But there's a gap nobody's solving: agents need scalable, secure environments to actually do things. - @codecopenflow is building the execution layer: instant VMs for agents, hardware abstraction for robotics, SDK to close the sim-to-real gap, and an on-chain marketplace for Operators (build once, deploy everywhere). - Sub-$10M FDV. Nearly full circulation. - Live beta @RoboMove. @chainlink integration. Partnerships with @peaq. They've been shipping through the bear while competitors raised $20M and delivered nothing. I believe in the bull case where we're entering an era; agents operate software and hardware and so you need universal infrastructure.

Name & Symbol: peaq ($PEAQ)
Address: 0x8b9ee39195ea99d6ddd68030f44131116bc218f6

Lending makes up the largest category by TVL in crypto. $65.59 billion in capital deployed, yet 63% of it is accounted for by just 3 protocols. 1. @aave $33.6b 2. @Morpho $5.8b 3. @DeFi_JUST $3.9b Up and coming lenders 4. @sparkdotfi $3.6b 5. @maplefinance $2.8b 6. @kamino $2.2b Lending is one of the few categories that have surpassed their previous cycle ATHs of $50B and now sits at $65b, a 24% increase. Everyone points to Prediction Markets and Perps as applications that have strong market fit. Fair to say lenders fit in the same category.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Lending makes up the largest category by TVL in crypto. $65.59 billion in capital deployed, yet 63% of it is accounted for by just 3 protocols. 1. @aave $33.6b 2. @Morpho $5.8b 3. @DeFi_JUST $3.9b Up and coming lenders 4. @sparkdotfi $3.6b 5. @maplefinance $2.8b 6. @kamino $2.2b Lending is one of the few categories that have surpassed their previous cycle ATHs of $50B and now sits at $65b, a 24% increase. Everyone points to Prediction Markets and Perps as applications that have strong market fit. Fair to say lenders fit in the same category.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS