Happy to see so many people chiming with their takes in the comments There was basically no consensus as to what the best bet is and that makes it exciting and worth diving into If it was easy, everyone would do it etc My thoughts: Stablecoin proliferation is fairly consensus view and there are 2 things that make it "alpha" 1. Crypto in general is somewhat hated currently, which downrates stablecoin plays as well (even though some are still very expensive!) - "buy hate" is ok heuristic but heavy handed, doesn't tell us anything about timing, it could be hated for another 2-3 years 2. There are piles of potential bets you can make both in tokens and equities (you can even bet on stablecoin TVL by EOY on Polymarket) Most of these bets are expensive, or don't offer good risk reward and you actually need to dig deep to find the mispriced gems in the dust (or at least fair value) 3. Obvious play is currently Circle, its category leader, second only to Tether, but the very fact its not a winner is a bit meh. Circle recently repriced and I'd say all things considered I'd say its fairly valued, so long CRCL is a good risk adjusted bet but not really an obvious outperformer esp if interest rates go lower (note: we are long CRCL) 4. There are bunch of other plays you can make, many in the DeFi space but none of them is very obvious and each carries lot of execution risk - you need to bet that your specific horse is the one who will win the market share in super competitive environment 5. Stablecoin chains such as Plasma, Stable, Tempo...are in red ocean competition so either you have very concrete thesis about one of them winning, its a hard bet to make - also don't think that indexing them makes sense as many of them are still quite overvalued and its hard to imagine such index outperforming CRCL 6. On the early stage / VC side it also seems card have already been dealt, private and public competition is well capitalised and stablecoin adoption is now much more about regulatory environment, corporate relationships, institutional and commercial integrations rather than a novel cool DeFi native experiments So early stage I'd only back experienced operator founders who have unique wedge or unfair advantage outside of crypto native circles (I have two specific projects I pay attention to but not ready to name them now) Tldr: its hard, probably long CRCL as beta and be very strict with your DD on everything else

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

Happy to see so many people chiming with their takes in the comments There was basically no consensus as to what the best bet is and that makes it exciting and worth diving into If it was easy, everyone would do it etc My thoughts: Stablecoin proliferation is fairly consensus view and there are 2 things that make it "alpha" 1. Crypto in general is somewhat hated currently, which downrates stablecoin plays as well (even though some are still very expensive!) - "buy hate" is ok heuristic but heavy handed, doesn't tell us anything about timing, it could be hated for another 2-3 years 2. There are piles of potential bets you can make both in tokens and equities (you can even bet on stablecoin TVL by EOY on Polymarket) Most of these bets are expensive, or don't offer good risk reward and you actually need to dig deep to find the mispriced gems in the dust (or at least fair value) 3. Obvious play is currently Circle, its category leader, second only to Tether, but the very fact its not a winner is a bit meh. Circle recently repriced and I'd say all things considered I'd say its fairly valued, so long CRCL is a good risk adjusted bet but not really an obvious outperformer esp if interest rates go lower (note: we are long CRCL) 4. There are bunch of other plays you can make, many in the DeFi space but none of them is very obvious and each carries lot of execution risk - you need to bet that your specific horse is the one who will win the market share in super competitive environment 5. Stablecoin chains such as Plasma, Stable, Tempo...are in red ocean competition so either you have very concrete thesis about one of them winning, its a hard bet to make - also don't think that indexing them makes sense as many of them are still quite overvalued and its hard to imagine such index outperforming CRCL 6. On the early stage / VC side it also seems card have already been dealt, private and public competition is well capitalised and stablecoin adoption is now much more about regulatory environment, corporate relationships, institutional and commercial integrations rather than a novel cool DeFi native experiments So early stage I'd only back experienced operator founders who have unique wedge or unfair advantage outside of crypto native circles (I have two specific projects I pay attention to but not ready to name them now) Tldr: its hard, probably long CRCL as beta and be very strict with your DD on everything else

Name & Symbol: Stable ($STABLE)
Address: 0x011ebe7d75e2c9d1e0bd0be0bef5c36f0a90075f

Plasma guys were right Trillions were destroyed

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

Quite interesting numbers for something that many proclaimed to be short lived hype (note: we are long pump)

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

pro tip: it can't be a top signal if prices are not at ATH

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

The fact everyone talks about this openly makes it very weak as a strategy long term Nobody sees ASTER as real comp to Hyperliquid, everyone sees it as just another CZs trick, so they will happily ride it up for a while and then dump to never look back Binance Smart Chain didn't kill Ethereum, ASTER won't kill HYPE But I am thankful for another volatile asset to dance with while the music plays

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

Is there any comparison dashboard e.g. how much are @zora creators making vs @pumpdotfun creators?

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

Our native token EX is now live on @solana as well as Hyperliquid. EXm3E2AALbeiv2ePQD7af1pX24GpF6nmwMkGmvXEgEu https://t.co/iJUCBQA1aU Initial DLMM price taken as of last Hyperliquid price. Initial MCAP 2,270,500 USDC Initial FDV 12,377,500 USDC Updated at https://t.co/QT10lCLkPQ

Name & Symbol: EX ($EX)
Address: EXm3E2AALbeiv2ePQD7af1pX24GpF6nmwMkGmvXEgEu

Do ppl still care about pump vs bonk memecoin launchpad wars?

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

Yesterday we released Phase 1 of our Agent Pear rollout. It includes advanced analytics to inform your pair trades. Let's dive into these in more details 👇 (as an example we will look at Long $PROMPT/ Short $ETH) https://t.co/DLcvm5by8c

Name & Symbol: Wayfinder ($PROMPT)
Address: 0x28d38df637db75533bd3f71426f3410a82041544

The ETH beta is an elusive beast, something of a Bigfoot or Lochness monster of the crypto world Many have claimed to spot it or even capture it on film, but so far there is no firm evidence it actually exists Sometimes its supposed to be LDO or UNI, AAVE and myriad of other DeFi coins, sometimes its a memecoin like PEPE or MOG, other time its L2 tokens - OP, ARB...or COIN stonk...I even heard more obscure beta plays being shilled - ETC or some weird social app The truth is, there is no reliable ETH beta that would work for longer than half a cycle But if I had to pick one, I'd say its the thing thats denominated in ETH - Ethereum OG NFTs But for that we need a major wealth effect from ETH first sparking an NFT season

Name & Symbol: Mog Coin ($MOG)
Address: 0xaaee1a9723aadb7afa2810263653a34ba2c21c7a