Every high APR in crypto is the launch APR. Emissions taper. Yield decays. Everyone knows this. SSV Staking runs in the opposite direction; only 22% of the network is generating $ETH fees today. The yield grows as the rest migrate. Most protocols reprice yield downward from launch. This one reprices upward. 🧵

Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099

$JUP is up 51% over the past week. I think this trade caught everyone by surprise. Everyone was treating Jupiter like a DEX aggregator bleeding out from a $2.00 ATH. That wasn't the story. It was building on the growth that tokenization has had on @solana. >10x growth over the past year. >$2B+ in total RWA value on the network. Tokenized stocks on Solana went from $0 to $667M in under a year. $25B+ in total transaction volume with $37M traded in a single day. Solana now settles 94% of all-time onchain tokenized equity spot volume. It does 5,000% more volume than every other chain combined. Jupiter isn't an aggregator anymore and the @Securitize partnership proved this, turning Jupiter into the first front-end for regulated, institutional-grade tokenized stocks. This market didn't exist 12 months ago. $JUP is up +51% this week, but it's still down 80% from its ATH. Time to start paying attention.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

In the last 48 hours, 14 protocols have either announced a migration away from LayerZero or paused bridging. Fully migrated to CCIP: KelpDAO, Solv Protocol, Re Protocol Bridges paused: Kamino, Ethena, Euler, Curve Markets frozen: Aave, SparkLend, Fluid, Lido, Pendle, Compound https://t.co/srnWLo6t3Y

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

The RWA narrative is being measured incorrectly, leading to clear mispricing. CT is obsessed with tracking tokenized treasury TVL ($17.3B). Almost nobody is tracking who's actually using it inside DeFi. → Tokenized Bonds: $17.3B onchain → 4.85% DeFi utilization → Private Credit: $2.78B onchain → 32.8% utilization Private credit has 6x less supply but routes $100M more into DeFi than all tokenized bonds combined. The two protocols capturing this real demand are $SYRUP and $CFG, both trading at a steep discount to the "RWA darling" $ONDO: $SYRUP ( @MapleFinance): - $2.1B TVL, up 35.7% in 30 days - $8M in fees generated last month - $1M+ in actual protocol revenue - PF ratio: 2.95x $CFG ( @Centrifuge): - $1.6B TVL in tokenized real-world credit - Fees up 67.8% in 30 days - The token is up 85% last 30 days, but still only $174M mcap - PF ratio: 2.29x You can buy the headlines or buy the cash flows. Right now, the cash flows are on sale. Data: @DefiLlama

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

The $MORPHO data isn't adding up, and I think that's the trade. The protocol is generating $15.1M in fees over the last 30 days. - Fees grew +36% MoM - TVL is $7.74B, up 8.8% over 30D ( +11.9% just this week) → Revenue to token holders: $0. The fee switch is deliberately off. @Morpho is in growth mode, scaling vault TVL before flipping the revenue tap. Here's what that means: you're looking at a protocol that does ~$180M in annualized fees, with none of that priced into the token (P/F sits at 7.5x) For context, Aave trades at 1.86x P/F. - $MORPHO Price just broke 120D highs on strong momentum - Funding rate is a mild (Not a crowded trade) The catalyst is binary and unpriced: The fee switch turns ON = protocol re-rates from zero revenue to ~$180M annualized. Nobody is pricing a switch that hasn't happened yet. That's usually when you want to be early.

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

So the market is finally heating up. I think revenue-generating DeFi like @AerodromeFi will be one of the fastest horses out of the gate. So what's a fair valuation for $AERO? - At $0.385 (83.4% below ATH), $AERO is the cheapest major DEX in DeFi. - It trades at 2.52× P/S, while the peer median sits at 10.4× (That gap alone implies 4–6× upside to reach parity) - Daily fee revenue ~50% since peak (This is key as they need to offset emissions in order for $AERO to make sense) The Base Case? - Today, fees generated $197K/day ($72M annualized) - - If you plug $72M into the peer median P/S model (10.4×), the implied MCap = $749M → implied price = $0.81 Still 2× upside, but a far cry from $1.59 Either way, you're getting paid to own a deeply discounted asset while you wait for the momentum to flip.

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

Crypto + Macro Stuff I'm Looking At Today ... - $QQQ back up to $623.42 despite ongoing Iran war stuff - Oil at $93.71 - $BTC back above Saylor's average buy price - Kevin Warsh replacing Powell next month(!) - just disclosed assets worth over $100M, including both crypto and AI-related holdings - Total crypto market cap back up to $2.623T (still way below $4.38T high though from last October) - PPI inflation hits 4%, but comes in below expectations - Leaked OpenAI memo says Anthropic made "a strategic misstep to not acquire enough compute" and suggests Amazon is doing quite well in the AI race - Tether releases new wallet for remittences, as Paolo continues arc towards being the world's richest man, so that the universe can punish all these tradfi curmudgeons for Burry-larp'ing about Tether's supposed downfall for all those years :) - $RAVE is latest 'scam coin' to gigasend (link below) - $META about to surpass $GOOG in ad revenue for the first time (very interesting) - Solana Summit started yesterday - Everyone on the TL debating why $MON is doing so well... is interesting question (example link below) - Kraken extorted over the last 24 hours, but customer funds are safe - Dango apparently had some white hat exploit saga over last 48 hours - Another weird exploit thing re: $DOT tokens being minted on ETH Mainnet, due to Hyperbridge gateway vulnerability or something - $GMX rolling out 24/7 RWA markets apparently - Tokenized stocks from xStocks generating a lot of attention, just went live on Mantle - $AERO generating all sorts of positive attention too, seeing it everywhere the last few days - Courtyard on-chain TCG stuff also in the limelight I've noticed, as TCG meta continues to steamroll our beloved brypto tokens :) - $WLFI mess continues, even Justin Sun jumping ship now - Apparently some problems with TurboTax for self-filing cryptobros this year (link below) Conclusion Extremely excited for Warsh to replace Powell... Will be writing more about it soon :) Also thanks to @QuotableCrypto for the Warsh meme on top left below - make sure to give him a follow! But yeah... Enjoy the rare greenery lads - and strap in, as I think we're gonna be seeing way more of it soon!

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

Crypto + Macro Stuff I'm Looking At Today ... - $QQQ back up to $623.42 despite ongoing Iran war stuff - Oil at $93.71 - $BTC back above Saylor's average buy price - Kevin Warsh replacing Powell next month(!) - just disclosed assets worth over $100M, including both crypto and AI-related holdings - Total crypto market cap back up to $2.623T (still way below $4.38T high though from last October) - PPI inflation hits 4%, but comes in below expectations - Leaked OpenAI memo says Anthropic made "a strategic misstep to not acquire enough compute" and suggests Amazon is doing quite well in the AI race - Tether releases new wallet for remittences, as Paolo continues arc towards being the world's richest man, so that the universe can punish all these tradfi curmudgeons for Burry-larp'ing about Tether's supposed downfall for all those years :) - $RAVE is latest 'scam coin' to gigasend (link below) - $META about to surpass $GOOG in ad revenue for the first time (very interesting) - Solana Summit started yesterday - Everyone on the TL debating why $MON is doing so well... is interesting question (example link below) - Kraken extorted over the last 24 hours, but customer funds are safe - Dango apparently had some white hat exploit saga over last 48 hours - Another weird exploit thing re: $DOT tokens being minted on ETH Mainnet, due to Hyperbridge gateway vulnerability or something - $GMX rolling out 24/7 RWA markets apparently - Tokenized stocks from xStocks generating a lot of attention, just went live on Mantle - $AERO generating all sorts of positive attention too, seeing it everywhere the last few days - Courtyard on-chain TCG stuff also in the limelight I've noticed, as TCG meta continues to steamroll our beloved brypto tokens :) - $WLFI mess continues, even Justin Sun jumping ship now - Apparently some problems with TurboTax for self-filing cryptobros this year (link below) Conclusion Extremely excited for Warsh to replace Powell... Will be writing more about it soon :) Also thanks to @QuotableCrypto for the Warsh meme on top left below - make sure to give him a follow! But yeah... Enjoy the rare greenery lads - and strap in, as I think we're gonna be seeing way more of it soon!

Name & Symbol: RaveDAO ($RAVE)
Address: 0x97693439ea2f0ecdeb9135881e49f354656a911c

So the market is finally heating up. I think revenue-generating DeFi like @AerodromeFi will be one of the fastest horses out of the gate. So what's a fair valuation for $AERO? - At $0.385 (83.4% below ATH), $AERO is the cheapest major DEX in DeFi. - It trades at 2.52× P/S, while the peer median sits at 10.4× (That gap alone implies 4–6× upside to reach parity) - Daily fee revenue ~50% since peak (This is key as they need to offset emissions in order for $AERO to make sense) The Base Case? - Today, fees generated $197K/day ($72M annualized) - - If you plug $72M into the peer median P/S model (10.4×), the implied MCap = $749M → implied price = $0.81 Still 2× upside, but a far cry from $1.59 Either way, you're getting paid to own a deeply discounted asset while you wait for the momentum to flip.

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

I ran another screen to identify potential market opportunities. The criteria: Vol spike with flat/declining TVL = demand outrunning supply → thinner books → rising price impact → LPs still lagging. This is the "pre-crowd window." Weekly Volume/TVL growth: 1. $JOE +147%/ TVL -1.2%/ 30d was −34% → sharp fresh reversal 2. $STON +114%/ TVL +8%/ 30d was −18% → fresh reversal 3. $ONDO +94%/ TVL +2%/ 30d was −5% → reversal on $3.6B TVL 4. $AERO +73%/ TVL 6.4%/ Volume accelerating 5. $LISTA +65%/ TVL +0.2%/30d was +54% → sustained acceleration 6. $PENDLE +47%/ TVL -10%/ Still seeing rotation 7. $HYPE +38%/ TVL -7.7%/ Perp volume rising on shrinking vault deposits 8. $CRV +45%/ TVL +0.8%/ Stablecoin routing demand surge 9. $FLUID +31%/ TVL 5.6%/Lending+DEX composite growing together Capital rotation still largely looks like this: Solana → Base + ETH native protocols With AI/RWAs/x402/DeFi outperforming.

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

I ran another screen to identify potential market opportunities. The criteria: Vol spike with flat/declining TVL = demand outrunning supply → thinner books → rising price impact → LPs still lagging. This is the "pre-crowd window." Weekly Volume/TVL growth: 1. $JOE +147%/ TVL -1.2%/ 30d was −34% → sharp fresh reversal 2. $STON +114%/ TVL +8%/ 30d was −18% → fresh reversal 3. $ONDO +94%/ TVL +2%/ 30d was −5% → reversal on $3.6B TVL 4. $AERO +73%/ TVL 6.4%/ Volume accelerating 5. $LISTA +65%/ TVL +0.2%/30d was +54% → sustained acceleration 6. $PENDLE +47%/ TVL -10%/ Still seeing rotation 7. $HYPE +38%/ TVL -7.7%/ Perp volume rising on shrinking vault deposits 8. $CRV +45%/ TVL +0.8%/ Stablecoin routing demand surge 9. $FLUID +31%/ TVL 5.6%/Lending+DEX composite growing together Capital rotation still largely looks like this: Solana → Base + ETH native protocols With AI/RWAs/x402/DeFi outperforming.

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

A Comparison between Crypto Lenders Aave trades at 2.2x p/s vs. Morpho trading at 6.6x p/s (Fees generated/Valuation) Aave trades at 2.8x p/b (price-to-book) vs. Morpho trades at 51x; price-to-book is calculated by mktcap/treasury. Aave has a $17.9b loan book, vs. Morpho's $3.1b. Not included in the images, but Aave has a 0.696% interest margin, lower than Euler, Figure, Klarna, Affirm, and even Lending Circle. TLDR if you're trading value then $AAVE makes sense, if you're trading speculatve growth $MORPHO looks appealing.

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

🥞 @maplefinance continues to be one of the fastest-growing and most profitable tokenization protocols. Assets under management $4.1b Revenue generated $13M syrupUSDC has paid out nearly $61M to holders syrupUSDC crossed $350m in deposits on @kamino, making up over 50% of holders Asset Holders crossed 7,300, a new ATH Data: @tokenterminal

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

🥞 @maplefinance continues to be one of the fastest-growing and most profitable tokenization protocols. Assets under management $4.1b Revenue generated $13M syrupUSDC has paid out nearly $61M to holders syrupUSDC crossed $350m in deposits on @kamino, making up over 50% of holders Asset Holders crossed 7,300, a new ATH Data: @tokenterminal

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

When you compare @SkyEcosystem dominance across tokenized assets, yield generation and lending markets, yes. > sUSDS grew by 78% over the past year, and 90% over the past month > sUSDS accounts for 37% of ALL the yield paid by yield bearing stablecoins > 44% of earnings go to $SKY token holders via buybacks + staking reards > 6th largest protocol by TVL, but growing at a faster rate than Morpho and Aave $SKY is undervalued against $AAVE and $MORPHO.

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

AI and Agents have been dominating the market over the past month. You have Claude adoption continuing to skyrocket, Grok video generation becoming increasingly efficient, and Nvidia announcing Nemoclaw today. AI Agents > $FAI +478% > $ARC +53% > $YNE +39% > $AIXBT 27% AI > $FET +57% > $GRASS +57% > $TAO +54% > $AKT +46% AI + Crypto still feels like an asymmetric bet, and one of the remaining sectors where the speculative premium is alive. Data: @_dexuai

Name & Symbol: FAI ($FAI)
Address: 0xb33ff54b9f7242ef1593d2c9bcd8f9df46c77935

AI and Agents have been dominating the market over the past month. You have Claude adoption continuing to skyrocket, Grok video generation becoming increasingly efficient, and Nvidia announcing Nemoclaw today. AI Agents > $FAI +478% > $ARC +53% > $YNE +39% > $AIXBT 27% AI > $FET +57% > $GRASS +57% > $TAO +54% > $AKT +46% AI + Crypto still feels like an asymmetric bet, and one of the remaining sectors where the speculative premium is alive. Data: @_dexuai

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

AI and Agents have been dominating the market over the past month. You have Claude adoption continuing to skyrocket, Grok video generation becoming increasingly efficient, and Nvidia announcing Nemoclaw today. AI Agents > $FAI +478% > $ARC +53% > $YNE +39% > $AIXBT 27% AI > $FET +57% > $GRASS +57% > $TAO +54% > $AKT +46% AI + Crypto still feels like an asymmetric bet, and one of the remaining sectors where the speculative premium is alive. Data: @_dexuai

Name & Symbol: aixbt by Virtuals ($AIXBT)
Address: 0x4f9fd6be4a90f2620860d680c0d4d5fb53d1a825

AI and Agents have been dominating the market over the past month. You have Claude adoption continuing to skyrocket, Grok video generation becoming increasingly efficient, and Nvidia announcing Nemoclaw today. AI Agents > $FAI +478% > $ARC +53% > $YNE +39% > $AIXBT 27% AI > $FET +57% > $GRASS +57% > $TAO +54% > $AKT +46% AI + Crypto still feels like an asymmetric bet, and one of the remaining sectors where the speculative premium is alive. Data: @_dexuai

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

Sick yields, but I think there's a more efficient way to do this. → Use @Infinit_Labs → Go to Strategies → Select the (Re)al Internet Money Strategy → The strategy automates all of the swapping, lending, and borrowing across @pendle_fi and @Morpho Earn 13.48% APY + $IN rewards. Not too shabby for this market.

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

Sick yields, but I think there's a more efficient way to do this. → Use @Infinit_Labs → Go to Strategies → Select the (Re)al Internet Money Strategy → The strategy automates all of the swapping, lending, and borrowing across @pendle_fi and @Morpho Earn 13.48% APY + $IN rewards. Not too shabby for this market.

Name & Symbol: INFINIT ($IN)
Address: 0x61fac5f038515572d6f42d4bcb6b581642753d50

Wait, Tokenized Stocks may actually be a money printer. → Buy xStocks (QQQx, TSLAx, SPYx) → Lend them on @kamino ( APYs ~3.4%) → Collect yield + $USDC incentives currently live. → Earn points simultaneously via @xStocksFi Probably see capital appreciation if the market does well.

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

Wait, Tokenized Stocks may actually be a money printer. → Buy xStocks (QQQx, TSLAx, SPYx) → Lend them on @kamino ( APYs ~3.4%) → Collect yield + $USDC incentives currently live. → Earn points simultaneously via @xStocksFi Probably see capital appreciation if the market does well.

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

Wait, Tokenized Stocks may actually be a money printer. → Buy xStocks (QQQx, TSLAx, SPYx) → Lend them on @kamino ( APYs ~3.4%) → Collect yield + $USDC incentives currently live. → Earn points simultaneously via @xStocksFi Probably see capital appreciation if the market does well.

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

83% of the Top 100 coins are still in the red over the past 90 days. Most of these coins will continue to bleed into irrelevance. But the outperformers in these markets, will continue to do so. I see $MORPHO, $SKY, $HYPE as continued winners. https://t.co/vu9OmJJOfC

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

Strong Performance YTD > Onchain deposits crossed $10B (A new ATH) > +41.7% increase in activity on Ethereum over the past 30 days > Increased demand for RWA backed collateral w/ $406M in deposits $MORPHO +52% https://t.co/lFJizAxwrt

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

Must Bookmark @Dune Dashboards. Just plug and play. ↓ (Listed by name) 1. Prediction Markets 2. Cash Cows 3. VC Printer 4. ICO Launchpads Profitability(EVM and solana) 5. NEAR Intents 6. The Rollup - NeoFi Market 7. GMorpho Dashboard 8. Hyperliquid HIP-3 Perps (trade. xyz, Felix, Ventuals, hyENA, Markets, Dreamcash) 9. Ondo Global Markets 10. BASE Agentic Ecosystem

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

.@Infinit_Labs is proving DeFiAI has PMF. 1. Allow creators to craft strategies 2. Reward early adopters 3. Expand DeFi adoption I went with a simple strategy I believed would outperform through the volatility. ( @re+ @Morpho+ @pendle) $500K in TVF (in this strategy) so far and still generating ~ 14.6% APY.

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

.@Infinit_Labs is proving DeFiAI has PMF. 1. Allow creators to craft strategies 2. Reward early adopters 3. Expand DeFi adoption I went with a simple strategy I believed would outperform through the volatility. ( @re+ @Morpho+ @pendle) $500K in TVF (in this strategy) so far and still generating ~ 14.6% APY.

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

$AVAX is down -93% from ATHs That’s more than $DOGE -83% $PEPE -85% $BONK -89% $SPX -85% Thank you for your attention to this matter.

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

okay the reUSD strategy on @Infinit_Labs is actually very clean. @re + @Morpho + @pendle working together, fully automated, 16.8% APY, one click. Finally DeFiAI that just works. 👇 https://t.co/3ISxrbtDPD https://t.co/5L4QvkJqUL

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

okay the reUSD strategy on @Infinit_Labs is actually very clean. @re + @Morpho + @pendle working together, fully automated, 11.6% APY, one click. DeFiAI that just works. 👇 https://t.co/3ISxrbtDPD https://t.co/OvgvzZWHJ6

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

If you believe in a tokenization wave, you have to believe that lenders are direct beneficiaries. Take a look at @Morpho's growth over the past year. - RWA collateralized loans grew from $0 to $250m - RWA deposited collateral grew from $0 to $330m - syrupUSDC ( @maplefinance) deposits crossed $112m - AA_FalconXUSDC ( @paretocredit) crossed $74m 32x Growth YoY Data: @tokenterminal

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

Crypto Returns by Narrative YTD Staking Services -46% - $LDO -48% - $EIGEN -48% Privacy -39% - $ZCASH -53% - $XMR -19.5% File Storage -38% - $AR -56% - $CHIA -47% - $FIL -35% Data Availability -35% - $DYM -43% - $TIA -34% RWAs -32% - $PLUME -44% - $SYRUP -38% - $CPOOL -36% - $ONDO -31% DeFi -25% - $ENA -50% - $AEVO -41% - $CRV -36% - $PENDLE -36% - $UNI -35% I'm so tired of wining Mr. President. Data: @artemis

Name & Symbol: Clearpool ($CPOOL)
Address: 0x66761fa41377003622aee3c7675fc7b5c1c2fac5

Crypto Returns by Narrative YTD Staking Services -46% - $LDO -48% - $EIGEN -48% Privacy -39% - $ZCASH -53% - $XMR -19.5% File Storage -38% - $AR -56% - $CHIA -47% - $FIL -35% Data Availability -35% - $DYM -43% - $TIA -34% RWAs -32% - $PLUME -44% - $SYRUP -38% - $CPOOL -36% - $ONDO -31% DeFi -25% - $ENA -50% - $AEVO -41% - $CRV -36% - $PENDLE -36% - $UNI -35% I'm so tired of wining Mr. President. Data: @artemis

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

Crypto Returns by Narrative YTD Staking Services -46% - $LDO -48% - $EIGEN -48% Privacy -39% - $ZCASH -53% - $XMR -19.5% File Storage -38% - $AR -56% - $CHIA -47% - $FIL -35% Data Availability -35% - $DYM -43% - $TIA -34% RWAs -32% - $PLUME -44% - $SYRUP -38% - $CPOOL -36% - $ONDO -31% DeFi -25% - $ENA -50% - $AEVO -41% - $CRV -36% - $PENDLE -36% - $UNI -35% I'm so tired of wining Mr. President. Data: @artemis

Name & Symbol: Plume ($PLUME)
Address: 0x4c1746a800d224393fe2470c70a35717ed4ea5f1

Crypto Returns by Narrative YTD Staking Services -46% - $LDO -48% - $EIGEN -48% Privacy -39% - $ZCASH -53% - $XMR -19.5% File Storage -38% - $AR -56% - $CHIA -47% - $FIL -35% Data Availability -35% - $DYM -43% - $TIA -34% RWAs -32% - $PLUME -44% - $SYRUP -38% - $CPOOL -36% - $ONDO -31% DeFi -25% - $ENA -50% - $AEVO -41% - $CRV -36% - $PENDLE -36% - $UNI -35% I'm so tired of wining Mr. President. Data: @artemis

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

I think people are still sleeping on @Infinit_Labs as a tool to maximize the ROI. What once took over 18 different steps → Now takes 1 click of a button I chose @re because I believe they'll continue to play a significantly larger role in NeoFinance and because of $reUSD high and safe yield profile. Additionally, unlike most stablecoins or yield products, reUSD's uncorrelated nature to the volatility of the crypto markets is an unstated benefit. Use $reUSD and earn ~17.34% APY + 10,000 $IN that are currently up for grabs. Big believer in tech that simplifies DeFi.

Name & Symbol: INFINIT ($IN)
Address: 0x61fac5f038515572d6f42d4bcb6b581642753d50

"It’s wild to see how there’s still volume in memes despite the majors bleeding to 0." Not really, if you think about the position crypto finds itself in, speculation is still the predominant driver in both social buzz and volume. 1. Volatility & Liquidation Events are the biggest drivers ( 10/10 was a $19b liquidation event) 2. Leverage Activity accounted for $85.7 trillion in 2025. Not all of this was memes, as there was also institutional hedging, basis trades, and now metals. 3. Meme launchpads crossed $1.2B for 2025. Maybe not a meme supercycle, but I don't see memes going away anytime soon.

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

I think people are still sleeping on @Infinit_Labs as a tool to maximize the ROI. What once took over 18 different steps → Now takes 1 click of a button I chose @re because I believe they'll continue to play a significantly larger role in NeoFinance and because of $reUSD high and safe yield profile. Additionally, unlike most stablecoins or yield products, reUSD's uncorrelated nature to the volatility of the crypto markets is an unstated benefit. Use $reUSD and earn ~17.34% APY + 10,000 $IN that are currently up for grabs. Big believer in tech that simplifies DeFi.

Name & Symbol: INFINIT ($IN)
Address: 0x61fac5f038515572d6f42d4bcb6b581642753d50

Crypto + Macro Stuff I'm Looking At Today ... - Markets down a bit on tariff stuff but nothing crazy yet... - MegaETH will apparently be doing a points program as their KPI-based TGE looms ahead - Violence/anarchy in Mexico following cartel boss killing - ETHDenver sounds like it was good but a bit subdued compared to prior years - $NVDA earnings report this Wed - PPI inflation data Fri - Bitcoin miner selling continues, with Bitdeer apparently fully exiting its $BTC holdings, selling 1,100+ Bitcoin to fund its AI expansion (h/t my bro @0xSalazar - make sure to give him a follow!) - There was apparently an extremely bullish rule change by the SEC last week that went mostly under the radar (link below) - For airdrops, seeing more talk about tokenless perps projects tradehotstuff and 01Exchange - Also my buddies at AladdinDAO continue to build new liquidation-free perps dex @FX100Perp (link below!) - If $BTC ends February down, it will have been red for 5 months in a row for only the second time in its history - Saw a couple smart friends of mine bullposting $GRASS, so may be worth taking a look at - Also continue to see the same thing with $ZEC - All sorts of drama and contention in Sonic (formerly Fantom) world as far as I can tell - Also BGD Labs leaving Aave continues to spur debate several days after the announcement - US consumer spending levels remain high but personal savings rate plummeting - Lots of debate in macro land about Blue Owl halting redemptions (or not? seems unclear) - Also seeing debate about Coinbase tax stuff and reporting and etc (link below) - CME will apparently offer 24/7 crypto futures + options trading starting May 29 - Lots of talk about the UK restricting VPN use :/ - Top 5 entities by 7-day fee generation in crypto are Tether $USDT, Circle $USDC, Pump $PUMP, Aave $AAVE, and Hyperliquid $HYPE (h/t data from the great DefiLlama!) Conclusion So far we have not seen the big dip I thought the Supreme Court ruling on the tariffs would catalyze... Either way though, that was the last big bearish overhang I was worried about, and it is now past. As a result I will be deploying like crazy over the next two weeks. I want to be absolutely gigalong going into Warsh's replacement of Powell, because I think Warsh coming in and dramatically lowering rates is likely to be what finally catalyzes the long-awaited bull market. Its easy not to appreciate if you're outside the US, but the entire US real estate sector has been basically frozen for four years now, ever since Powell started hiking rates in March 2022. Real estate is like the heart of the entire fiat ponzi in the US, and it being frozen like this has a huge impact on the economy. Re: the above, there is currently $38T in US homeowner equity. Once rates come down and that equity unfreezes and people can begin selling their homes again and more importantly refinancing them and doing HELOC's and etc, I think that money will flow into risk assets like crypto, and we'll finally start to see some greenery and see price action catch up to fundamentals in the space. That is my thoughts at least! We shall see though :) But yeah, hope you are all doing well my bros! Keep reps-maxxing! And please RT if you enjoyed! :)

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

Crypto + Macro Stuff I'm Looking At Today ... - Markets down a bit on tariff stuff but nothing crazy yet... - MegaETH will apparently be doing a points program as their KPI-based TGE looms ahead - Violence/anarchy in Mexico following cartel boss killing - ETHDenver sounds like it was good but a bit subdued compared to prior years - $NVDA earnings report this Wed - PPI inflation data Fri - Bitcoin miner selling continues, with Bitdeer apparently fully exiting its $BTC holdings, selling 1,100+ Bitcoin to fund its AI expansion (h/t my bro @0xSalazar - make sure to give him a follow!) - There was apparently an extremely bullish rule change by the SEC last week that went mostly under the radar (link below) - For airdrops, seeing more talk about tokenless perps projects tradehotstuff and 01Exchange - Also my buddies at AladdinDAO continue to build new liquidation-free perps dex @FX100Perp (link below!) - If $BTC ends February down, it will have been red for 5 months in a row for only the second time in its history - Saw a couple smart friends of mine bullposting $GRASS, so may be worth taking a look at - Also continue to see the same thing with $ZEC - All sorts of drama and contention in Sonic (formerly Fantom) world as far as I can tell - Also BGD Labs leaving Aave continues to spur debate several days after the announcement - US consumer spending levels remain high but personal savings rate plummeting - Lots of debate in macro land about Blue Owl halting redemptions (or not? seems unclear) - Also seeing debate about Coinbase tax stuff and reporting and etc (link below) - CME will apparently offer 24/7 crypto futures + options trading starting May 29 - Lots of talk about the UK restricting VPN use :/ - Top 5 entities by 7-day fee generation in crypto are Tether $USDT, Circle $USDC, Pump $PUMP, Aave $AAVE, and Hyperliquid $HYPE (h/t data from the great DefiLlama!) Conclusion So far we have not seen the big dip I thought the Supreme Court ruling on the tariffs would catalyze... Either way though, that was the last big bearish overhang I was worried about, and it is now past. As a result I will be deploying like crazy over the next two weeks. I want to be absolutely gigalong going into Warsh's replacement of Powell, because I think Warsh coming in and dramatically lowering rates is likely to be what finally catalyzes the long-awaited bull market. Its easy not to appreciate if you're outside the US, but the entire US real estate sector has been basically frozen for four years now, ever since Powell started hiking rates in March 2022. Real estate is like the heart of the entire fiat ponzi in the US, and it being frozen like this has a huge impact on the economy. Re: the above, there is currently $38T in US homeowner equity. Once rates come down and that equity unfreezes and people can begin selling their homes again and more importantly refinancing them and doing HELOC's and etc, I think that money will flow into risk assets like crypto, and we'll finally start to see some greenery and see price action catch up to fundamentals in the space. That is my thoughts at least! We shall see though :) But yeah, hope you are all doing well my bros! Keep reps-maxxing! And please RT if you enjoyed! :)

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

So, apparently, one entity owns 80% of the supply for $PIPPIN, complete supply control. Over the past 90 days, $PIPPIN has flipped... - Pump - Stable - Jupiter - PancakeSwap - Virtuals - Aerodrome - Fartcoin Pretty sure 99% of CT was sidelined from this trade. https://t.co/NQxIkg9D8l

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

So, apparently, one entity owns 80% of the supply for $PIPPIN, complete supply control. Over the past 90 days, $PIPPIN has flipped... - Pump - Stable - Jupiter - PancakeSwap - Virtuals - Aerodrome - Fartcoin Pretty sure 99% of CT was sidelined from this trade. https://t.co/NQxIkg9D8l

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

So, apparently, one entity owns 80% of the supply for $PIPPIN, complete supply control. Over the past 90 days, $PIPPIN has flipped... - Pump - Stable - Jupiter - PancakeSwap - Virtuals - Aerodrome - Fartcoin Pretty sure 99% of CT was sidelined from this trade. https://t.co/NQxIkg9D8l

Name & Symbol: Pippin ($pippin)
Address: Dfh5DzRgSvvCFDoYc2ciTkMrbDfRKybA4SoFbPmApump

There's a trade shaping up for $SYRUP. - AUMs continue to grow despite market conditions ( $4.8b vs. $5.2b ATH). - Outstanding loans grew by 80% over the past 3 months. - Revenue hit another ATH of $2.5m. - Meanwhile, $SYRUP is now down by 65% from its ATHs. They've already crossed $750m in assets on @aave. Revenue continues to grow. 25% of the revenue generated is used to buy back the token. I think $SYRUP is reaching deep value territory. Data: @tokenterminal

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

There's a trade shaping up for $SYRUP. - AUMs continue to grow despite market conditions ( $4.8b vs. $5.2b ATH). - Outstanding loans grew by 80% over the past 3 months. - Revenue hit another ATH of $2.5m. - Meanwhile, $SYRUP is now down by 65% from its ATHs. They've already crossed $750m in assets on @aave. Revenue continues to grow. 25% of the revenue generated is used to buy back the token. I think $SYRUP is reaching deep value territory. Data: @tokenterminal

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

.@Morpho is quickly becoming a killer app for RWAs. Over $658m of RWAs deposited. 10/10 is irrelevant when pmf is there. https://t.co/G62gqPKyt6

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

I think one of the aspects that made TradFi so successful was that they were able to abstract the complexities of investing by "bundling" stocks. Crypto hasn't solved this yet. There's a massive gap in products built around index investing, and it matters not just for accessibility but also for the type of capital and investors it attracts. (Patient vs. → The N7 is filling that gap. 7 tokens. Focused on revenue generation, value accrual, and long-term fundamentals. The results since Jan 1, 2026, speak for themselves: - NeoFi -7% ( $MORPHO, $HYPE, $SKY) - BTC -23% - Core DeFi 32% ( $UNI, $CRV, $COMP) - L1 Index -33% ( $ETH, $SOL, $AVAX) - L2 Index -38% ( $ARB, $OP, $STRK) Outperforming across the board during a bear market. That's not luck. That's what happens when a basket is built on fundamentals rather than narrative.

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

The first leg for $ETH was ignited by DeFi summer, NFTs, and memes. The second leg for $ETH will be led by institutional capital and tokenized assets, all integrated into core DeFi applications. Ethereum has become the settlement layer for institutional capital Ethereum is the settlement layer for money markets Yet $ETH is still trading at ~$2K There's a massive disconnect between fundamentals and short term price action. You're not bullish enough.

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