one pattern i keep seeing with most tokens is pretty obvious. > the token comes first > the business comes later… if at all liquidity shows up for incentives and leaves right after and once hype fades, there’s nothing holding it together. the few tokens that actually survive usually do it the other way around. business first. revenue first. users first. token last.. that’s the lens i’m looking at @kernel_dao | $KERNEL through. now zoom out to stablecoins for a second. rn you basically have 2 choices: - safe but capped yields from treasury wrappers - higher yields from funding rates or leverage that only work in good markets what’s missing is obvious imo. there’s no dominant stablecoin product that gives high yield, backed by real-world credit, that still works when markets go sideways. meanwhile, in the real world, businesses already pay 10–15% annually just to manage payment delays, trade finance, and cross-border settlement gaps. this demand exists regardless of crypto cycles. it’s massive and always on. and crypto doesn’t need to invent yield here. it just needs to route capital better. this is where Kernel quietly gets interesting. the market still prices $KERNEL like it’s just a restaking token but structurally, it’s already more than that. what’s live today: - $2.2B+ TVL already managed - Kelp leading ETH LRT with ~$1.6B - Gain running top-performing yield vaults - 350k+ users across 10+ chains - real revenue already flowing this isn’t a team waiting to ship. it’s already operating. the real shift comes with KUSD. KUSD adds a revenue engine. targeting ~10–12% APY, sourced from real payment settlements and trade finance. not treasuries. not funding rates. not leverage loops. at scale, the math speaks for itself. $10B deployed with a ~1% take is $100M+ in annual revenue. that revenue flows back into the Kernel ecosystem and compounds across restaking, vaults, and credit rails. and that’s why this matters for pricing. today, people see a restaking token. post-KUSD, the correct frame is revenue-generating RWA credit infrastructure the advantage Kernel has is simple. it’s not building this from zero. it already has: - distribution via @KelpDAO - yield expertise via Gain - credit rails via Kred - proven scale very few RWA teams can say that. imo this cycle won’t reward tokens designed to be sold. it’ll reward tokens designed to own real economic flows and $KERNEL just happens to be priced like the former, while quietly becoming the latter. that gap is the opportunity.

Name & Symbol: GriffinAI ($GAIN)
Address: 0xa890f8ba60051ec8a5b528f056da362ba208a96f

Quite a sleek app from @defiapp ngl good to see teams finally expanding into mobile, a territory CEXs have owned for years they went all in with perps, spot, and earn packed into one non-KYC mobile app and imo, that’s their biggest edge over most CEXs who still want your KYC and custody btw perps run on Hyperliquid, so you’re basically trading Hyperliquid right from your phone pretty good ship for $HOME here

Name & Symbol: Defi App ($HOME)
Address: 0x4bfaa776991e85e5f8b1255461cbbd216cfc714f

markets have been pretty cold lately and most people are derisking wherever they can. but the stats of @XPINNetwork says something else instead of people exiting, users are actively depositing $XPIN into the network’s yield and payment infrastructure. total deposits just crossed 3.7B XPIN and are still climbing. that’s btw capital being committed, not just traded what’s driving that is: > Stripe payments are live: web2 users can onboard in ~30 seconds, no wallet friction. works across 149 countries, and the network auto-switches when you move borders. that’s real PayFi, not theory. > deposit yields are still competitive: flexible deposit around 41% APY. loyalty deposit (4-year) shows why people treat it like a yield engine.. high APR with compounding, and capital efficiency early on. > price & holder behavior: 73k holders, price still sitting around 4× launch, despite market chop. projects with actual usage don’t need to force momentum. Xpin infrastructure is quietly getting adopted… DePIN + payments is a hard problem and they’re solving it piece by piece. worth keeping an eye..

Name & Symbol: XPIN Network ($XPIN)
Address: 0xd955c9ba56fb1ab30e34766e252a97ccce3d31a6

Only logical solution for this is having a Multisig There are so many browser based targeted attacks on crypto wallets and extensions since last year Sharing my setup: I made 3 fresh wallets using MM, Rabby and a local offline wallet, then created a 2 of 3 multisig. > Signer 1: MM on PC > Signer 2: Rabby on phone > Signer 3: local wallet stored offline To move any funds, at least two of these have to sign. So if my browser MM wallet gets exploited, the hacker still can’t move shit without the other 2 signers. If my phone gets stolen, I still recover using the offline wallet. This basically removes the single point of failure imo. There are good multisig options across most chains btw. - @safe pretty well known - @SquadsProtocol on Solana - @vultisig good MPC multisig I picked 2/3 because it’s the sweet spot for convenience. you can go higher if you want more safety. Stay safe guys.

Name & Symbol: MOMOFUN ($MM)
Address: 0xa5346f91a767b89a0363a4309c8e6c5adc0c4a59

One thing I pay attention to in a choppy market is what still attracts real volume. $RAVE has been quietly doing that. In its first week post TGE, it crossed $100M+ spot volume on Aster, and just printed $375M+ in a single day on the RAVE/USD1 pair. That’s the highest daily volume Aster has ever seen. What stands out to me is that this isn’t just a one off spike. - zero-fee trading drove early participation •- iquidity stayed deep - price is still trading well above launch levels - derivatives on Binance & HTX helped with price discovery - listings expanded to Bitunix (spot + futures) - OKX ran a $500K trading competition - OKX Wallet launched an X campaign with a 500K USDT pool At the same time, community traction looks good.. $RAVE is sitting #1 in Korean mindshare, which usually doesn’t happen unless there’s actual engagement behind it. The other thing CT keeps pointing out, and I agree here, is the launch structure. No ICO. No IDO. No VC bags. No early unlock overhang. That matters, especially when most launches struggle under sell pressure early on. I’m not saying this is risk-free or that it goes up forever, but relative to the market, @RaveDAO has been an outlier so far. Real volume, organic flows and a launch that let the market decide. Worth keeping an eye on, imo.

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

One thing I pay attention to in a choppy market is what still attracts real volume. $RAVE has been quietly doing that. In its first week post TGE, it crossed $100M+ spot volume on Aster, and just printed $375M+ in a single day on the RAVE/USD1 pair. That’s the highest daily volume Aster has ever seen. What stands out to me is that this isn’t just a one off spike. - zero-fee trading drove early participation •- iquidity stayed deep - price is still trading well above launch levels - derivatives on Binance & HTX helped with price discovery - listings expanded to Bitunix (spot + futures) - OKX ran a $500K trading competition - OKX Wallet launched an X campaign with a 500K USDT pool At the same time, community traction looks good.. $RAVE is sitting #1 in Korean mindshare, which usually doesn’t happen unless there’s actual engagement behind it. The other thing CT keeps pointing out, and I agree here, is the launch structure. No ICO. No IDO. No VC bags. No early unlock overhang. That matters, especially when most launches struggle under sell pressure early on. I’m not saying this is risk-free or that it goes up forever, but relative to the market, @RaveDAO has been an outlier so far. Real volume, organic flows and a launch that let the market decide. Worth keeping an eye on, imo.

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

i have been rotating into simpler, low stress farms lately, so Resolv season 4 dropping today is pretty good timing. what i like is they didn’t change the core meta from S3: - same top point farms: leveraged USR & RLP positions on Fluid / Morpho / Inverse (up to ~10x) - and wstUSR / RLP YTs on Pendle still sit at the top of the table It will go on from today Dec 9, 2025 → Apr 9, 2026 and 2.5% of total token supply allocated to S4. the main change is the boost system: - stRESOLV boost is now based on amount of stRESOLV, not USD value - formula: stRESOLV amount / total USD value of your activities - up to +100% boost if you size it right - Blueprint NFT still gives +25% - referrals stay the same → +20% boost for referees, and referrers get 10% of referee points on top of that, S4 is the first season with liquid partner rewards: - 120,000 ETHFI earned via Resolv’s weETH exposure - streamed to stRESOLV holders over 3 months (until March 3, 2026) - so if you’re staked, you’re stacking both points + ETHFI at the same time nice! clearly, they’re pushing Resolv as a stable, low risk yield layer that can plug into custodians, asset managers, exchanges, etc.

Name & Symbol: Resolv ($RESOLV)
Address: 0xda6cef7f667d992a60eb823ab215493aa0c6b360

i have been rotating into simpler, low stress farms lately, so Resolv season 4 dropping today is pretty good timing. what i like is they didn’t change the core meta from S3: - same top point farms: leveraged USR & RLP positions on Fluid / Morpho / Inverse (up to ~10x) - and wstUSR / RLP YTs on Pendle still sit at the top of the table It will go on from today Dec 9, 2025 → Apr 9, 2026 and 2.5% of total token supply allocated to S4. the main change is the boost system: - stRESOLV boost is now based on amount of stRESOLV, not USD value - formula: stRESOLV amount / total USD value of your activities - up to +100% boost if you size it right - Blueprint NFT still gives +25% - referrals stay the same → +20% boost for referees, and referrers get 10% of referee points on top of that, S4 is the first season with liquid partner rewards: - 120,000 ETHFI earned via Resolv’s weETH exposure - streamed to stRESOLV holders over 3 months (until March 3, 2026) - so if you’re staked, you’re stacking both points + ETHFI at the same time nice! clearly, they’re pushing Resolv as a stable, low risk yield layer that can plug into custodians, asset managers, exchanges, etc.

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

Altcoins finally started moving again…and if this momentum lasts a few more weeks buyback meta could come back And if that happens, these are the protocols worth keeping an eye on: - $HYPE – ~$83M in buybacks - $ASTER – ~$52M - $PUMP – ~$21M ( One of the few doing 100% revenue buybacks )

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

Altcoins finally started moving again…and if this momentum lasts a few more weeks buyback meta could come back And if that happens, these are the protocols worth keeping an eye on: - $HYPE – ~$83M in buybacks - $ASTER – ~$52M - $PUMP – ~$21M ( One of the few doing 100% revenue buybacks )

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

$SOON looks interesting here tbh. it’s literally back at the same zone where the whole move started. still can bleed if the market keeps puking, but this is usually where I start paying attention.. not when it’s already vertical. but the main reason I’m watching it rn isn’t the chart… it’s the flywheel they’ve quietly been building underneath all that hype.. if you zoom out a bit: $SOON already had its run, but most people on my timeline didn’t realise how many verticals they were shipping while price was running. and that matters in this kind of market.. where only real volumes, real infra, and sticky products survive. and $SOON is basically sitting across 3 narratives that were hot before… and could easily rotate back: 1) x402 narrative: 10sSOON absolutely nuked x402 on launch.. - highest volume - highest buyer count ever - multiple rounds sold out x402 traffic even pushed Coinbase’s facilitator offline for a bit. now they’re building their own high performance facilitator just to handle the load. that’s actual infra demand, not some “pump mini-game” cycle. 2) Perp DEX + trading infra: their Infra Stack + Perp Stack lets enterprises build Solana/Hyperliquid grade systems on top of SOON. on chain settlement, high speed execution, multi ecosystem liquidity. funds are watching this narrative heading into 2026. 3) Social + AI-driven trading: simpfor. fun is one of the few copy-trading products with real numbers: - 12k DAU - $45M+ daily volume - 180k users - 600+ creators now they’re pushing Alpha Arena.. Ai managed portfolios tracking smart money in real time. fits perfectly with the “agent economy” meta where AI starts making trading decisions for humans. and all of this loops into their flywheel: brand → products → on-chain data → community → expansion → listings → stronger flywheel and the momentum is visible: - CMC top 100 - listed on all 4 regulated Korean exchanges - korean traction is crazy (pop-ups, KOLs, media, organic hype) - expansion across BSC, Base, Solana - 164M $SOON locked to reduce unlock pressure - shipping something major basically every quarter so yeah, chart looks rough because everything is bleeding… but FA wise, $SOON is one of the few ecosystems that didn’t stop building after the hype cooled down. I’m watching how it reacts around this zone. if the market stabilises, wouldn’t be surprised if @soon_svm multi-product, multi-chain, multi-narrative setup starts catching bids again especially with 2026 shaping up to be the year AI agents and trading infra go mainstream. I have accumulated some on spot.. 🫡

Name & Symbol: SOON ($SOON)
Address: 0xb9e1fd5a02d3a33b25a14d661414e6ed6954a721

Binance long/short ratio is now at 2.3x… means for every 1 short, there are 2.3 people trying to long this dip.. what type of clown behaviour is this lol 🤡 market doesn’t even need bears.. these perma longers are begging for a flush here’s why this is bearish: - when longs pile up like this, market makers see an easy liquidity pool above - the higher the long imbalance, the more incentive there is to push price down - every time these leveraged bottom buyers get liquidated, it adds more forced sell pressure - creates cascading liquidation chains, which is exactly what we’ve been seeing the past few days

Name & Symbol: Belong ($LONG)
Address: 0x9eca8dedb4882bd694aea786c0cbe770e70d52e3

Gm ☀️ we’ll only realise it in hindsight that there will come a morning where we’ll look back at all this fear and chop and say “yeah man, the ATH was obvious.” for now i’m just waking up, taking it day by day, and hoping that “that morning” shows up sooner than later

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

Lighter raised $68M at a $1.5B valuation As someone who took a hit during the 10/10 crash while farming on their platform… this raise feels good to see may my lighter points cover up those liquidation scars congrats @vnovakovski next, i’d love to see public ICO on Echo / Sonar or Coinbase.. ideally above $2B+ hehe

Name & Symbol: Echo Protocol ($ECHO)
Address: 0x06238c1b8e618abedf17669228dc95fb2d2e210b

Just like you all, im too thinking a lot about where this market could actually bottom.. stocks have been going up while crypto kept dumping, and honestly that’s not something you see often. usually crypto follows risk on moves, but this time it kinda front ran the weakness. now SPX looks tired, it’s already down around 1.5% today, and if equities start correcting from here, i think we could see one more brutal flush in crypto. those oct 10 crash wicks could easily get revisited.. :( and for me, that’s where the real bottom forms. when stocks start pulling back, open interest nukes again, funding goes deep negative, and people start calling for $60K $BTC and $2K $ETH that’s when i’ll start buying slowly. not trying to catch knives here atm or time the exact bottom, just scaling into spot when it feels the worst and liquidity completely dries up.

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

The AI agent economy is still mostly untapped.. most agents rn are just assistants the real leap is when agents become economic entities - with their own identity, revenue streams, and verifiable work Projects like @wardenprotocol are ahead here their full-stack Global Agent Network gives agents the infra to: ▸ have on-chain IDs ▸ earn revenue from user interactions ▸ have activity verified via Proof of Agent Work Like their Base Farmer agent automates on-chain interactions farming you potential airdrops Even built BetFlix - a swipe-based prediction market, kinda like Tinder but for token prices They're doing $1.7M revenue, 9M agent transactions, 10M+ users in just 4 months Worth positioning for this one imo - they got a Kaito collab and you can farm PUMP points using their platform one of the few projects actually shipping agent economy infra

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

My watchlist for the week: $BTC → Two major macro events back t back. The FOMC meeting on Wednesday, followed by the Trump - Xi meeting on Thursday. Rate cuts and trade deal could set the tone for risk assets into November. If Powell sounds dovish and US China trade deal confirms, expect capital rotation back into crypto. $VULT sale on Kaito $MEGA → MegaETH’s public phase opens Monday and closes Thursday. This is one of the most anticipated L2 launches this cycle. Registration stays open for 20 more hours, check my last post. $MMT → MMT Finance kicks off its contribution phase Monday at 10 AM UTC. $MON → Monad’s early reveal begins Tuesday. Those who are qualified can finally see their allocation. I think this could cook well for so many people. $ETH → BlackRock’s ETH staking fund deadline hits October 30. With multiple ETF filings delayed due to the U.S. shutdown, this one will be interesting to watch. Grayscale ETH staking was approved during shutdown, so this one could happen too. $SUI → Around $146.4 M in SUI tokens unlock next week, one of the biggest monthly unlocks. $GRASS → $80.8 M in token unlocks coming up. Expecting spot trading on @Lighter_xyz to go live this week.. and maybe a memecoin airdrop too from lighter to its users.. 👀 Bookmark this, so you don't miss it.

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

Seeing @megaeth_labs | $MEGA talks everywhere lately and after going through the raise details and the whitepaper, I’m honestly aping into this one with size. Sharing everything you should know before aping: 👇 raise goes live Oct 27–30 on Echo (Coinbase-owned). you’ll need to KYC, connect your wallet via Sonar, and probably link socials or GitHub. feels more like a structured allocation process than a typical free-for-all ICO. what’s interesting here is who’s behind it, Vitalik, Joseph Lubin (Consensys/MetaMask), and Dragonfly all have skin in the game. this is the fourth raise, but the first time retail gets a seat. earlier rounds were private seed, Dragonfly-led, then an Echo round at a $220 M FDV, and a Fluffle NFT round that’s already up massively. now the current one starts at roughly $1B FDV, while the pre-market on Hyperliquid is trading near $4.8 B FDV.. basically a 5× premium. that gap alone is what’s catching my attention. you’re literally getting in at one fifth of what secondary markets are already valuing it at. minimum entry sits around $2.65K, max per wallet about $186K. I’m going heavier than usual on this one.. not because it’s risk free, but because the setup and backers look too strong to ignore. → here’s how the timeline plays out: - registration & raise → Oct 27 – 30 - allocation results / refunds → early Nov - mainnet → Dec 2025 - TGE → Jan 26 2026 so, keep in mind funds will be locked for a few months. that’s fine by me.. I’m treating it as a conviction bet, not a flip. the best part: 100 % unlock at TGE (except U.S. investors, who face a 1-year cliff). no weird vesting schedules, no extended emissions. straight access. they’re also planning a bonus campaign once mainnet’s live.. you can double your allocation if you stay active on-chain for 30 days. I like that design. it rewards actual participation instead of mercenary capital. → on allocation chances, it’s not random. they’ll check: - your wallet history on both ETH and MegaETH testnet - your NFT holdings (Fluffle, MegaBuns, MegaAllios) - your past support measured through Kaito leaderboard so I’ve linked my primary wallets, connected socials, and made sure my testnet activity shows up. obviously, there’s risk. the TGE’s in January and crypto sentiment can flip hard in 3 months. if we’re in a cold patch by then, initial returns could compress fast. but the other side of that: if the market’s hot, this thing could explode right out the gate. I’ve seen how earlier Echo rounds performed like remember $XPL ? .. some returned multiples before even unlocking. given @megaeth_labs positioning and the fact Coinbase now owns Echo, I won’t be surprised if there’s a day one listing too. so yeah.. I’m aping in with decent size. not because of FOMO, but because the fundamentals and setup line up better than most launches I’ve seen this year. worst case, it’s locked capital for a quarter. best case, it becomes the next narrative base layer backed by the same minds that started Ethereum itself. let’s see how this plays out. its one of those bets where you either look stupid for a month… or smart for a cycle.

Name & Symbol: Echo Protocol ($ECHO)
Address: 0x06238c1b8e618abedf17669228dc95fb2d2e210b

My watchlist for the week: $BTC → Two major macro events back t back. The FOMC meeting on Wednesday, followed by the Trump - Xi meeting on Thursday. Rate cuts and trade deal could set the tone for risk assets into November. If Powell sounds dovish and US China trade deal confirms, expect capital rotation back into crypto. $VULT sale on Kaito $MEGA → MegaETH’s public phase opens Monday and closes Thursday. This is one of the most anticipated L2 launches this cycle. Registration stays open for 20 more hours, check my last post. $MMT → MMT Finance kicks off its contribution phase Monday at 10 AM UTC. $MON → Monad’s early reveal begins Tuesday. Those who are qualified can finally see their allocation. I think this could cook well for so many people. $ETH → BlackRock’s ETH staking fund deadline hits October 30. With multiple ETF filings delayed due to the U.S. shutdown, this one will be interesting to watch. Grayscale ETH staking was approved during shutdown, so this one could happen too. $SUI → Around $146.4 M in SUI tokens unlock next week, one of the biggest monthly unlocks. $GRASS → $80.8 M in token unlocks coming up. Expecting spot trading on @Lighter_xyz to go live this week.. and maybe a memecoin airdrop too from lighter to its users.. 👀 Bookmark this, so you don't miss it.

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

Seeing @megaeth_labs | $MEGA talks everywhere lately and after going through the raise details and the whitepaper, I’m honestly aping into this one with size. Sharing everything you should know before aping: 👇 raise goes live Oct 27–30 on Echo (Coinbase-owned). you’ll need to KYC, connect your wallet via Sonar, and probably link socials or GitHub. feels more like a structured allocation process than a typical free-for-all ICO. what’s interesting here is who’s behind it, Vitalik, Joseph Lubin (Consensys/MetaMask), and Dragonfly all have skin in the game. this is the fourth raise, but the first time retail gets a seat. earlier rounds were private seed, Dragonfly-led, then an Echo round at a $220 M FDV, and a Fluffle NFT round that’s already up massively. now the current one starts at roughly $1B FDV, while the pre-market on Hyperliquid is trading near $4.8 B FDV.. basically a 5× premium. that gap alone is what’s catching my attention. you’re literally getting in at one fifth of what secondary markets are already valuing it at. minimum entry sits around $2.65K, max per wallet about $186K. I’m going heavier than usual on this one.. not because it’s risk free, but because the setup and backers look too strong to ignore. → here’s how the timeline plays out: - registration & raise → Oct 27 – 30 - allocation results / refunds → early Nov - mainnet → Dec 2025 - TGE → Jan 26 2026 so, keep in mind funds will be locked for a few months. that’s fine by me.. I’m treating it as a conviction bet, not a flip. the best part: 100 % unlock at TGE (except U.S. investors, who face a 1-year cliff). no weird vesting schedules, no extended emissions. straight access. they’re also planning a bonus campaign once mainnet’s live.. you can double your allocation if you stay active on-chain for 30 days. I like that design. it rewards actual participation instead of mercenary capital. → on allocation chances, it’s not random. they’ll check: - your wallet history on both ETH and MegaETH testnet - your NFT holdings (Fluffle, MegaBuns, MegaAllios) - your past support measured through Kaito leaderboard so I’ve linked my primary wallets, connected socials, and made sure my testnet activity shows up. obviously, there’s risk. the TGE’s in January and crypto sentiment can flip hard in 3 months. if we’re in a cold patch by then, initial returns could compress fast. but the other side of that: if the market’s hot, this thing could explode right out the gate. I’ve seen how earlier Echo rounds performed like remember $XPL ? .. some returned multiples before even unlocking. given @megaeth_labs positioning and the fact Coinbase now owns Echo, I won’t be surprised if there’s a day one listing too. so yeah.. I’m aping in with decent size. not because of FOMO, but because the fundamentals and setup line up better than most launches I’ve seen this year. worst case, it’s locked capital for a quarter. best case, it becomes the next narrative base layer backed by the same minds that started Ethereum itself. let’s see how this plays out. its one of those bets where you either look stupid for a month… or smart for a cycle.

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

Not sure how long $PUMP stays at these levels tbh $150M+ in buybacks within 3 months.. literally all of its revenue cycling back in 9.4% of total supply already off the market these numbers are insane. imo this will recover in no time if we see even a slight rotation on solana https://t.co/tefWd541nU

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

Not sure how long $PUMP stays at these levels tbh $150M+ in buybacks within 3 months.. literally all of its revenue cycling back in 9.4% of total supply already off the market these numbers are insane. imo this will recover in no time if we see even a slight rotation on solana https://t.co/tefWd541nU

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

Didn’t know my @defiapp wallet was eligible for Monad airdrop lol.. Might be cuz of my perp activity there, but yeah if you’ve used Defiapp you should check yours too If you haven’t, would honestly recommend trying it - by far one of the smoothest DeFi infra I’ve used You can do perps, yield farming, cross-chain, literally everything under one hood Just gotta sign up with email and that’s it, kinda like a self-custodial on-chain version of a CEX Mobile app dropping in November too afaik Also 80% of platform revenue goes into $HOME buybacks, they’re pretty much nailing both tech and token flywheels rn..

Name & Symbol: Defi App ($HOME)
Address: 0x4bfaa776991e85e5f8b1255461cbbd216cfc714f

Is $PROVE the only privacy infra exposure to Koreans? Since 2019, Upbit delisted major privacy coins like XMR, ZEC, and DASH for compliance. Not an official ban, but in practice it cut off on-exchange access to privacy assets in Korea. Except one stayed: $PROVE. Because it’s not a private currency. It’s ZK infra, the tech that powers scaling, verification, and privacy for real-world use cases. ▸ Privacy coins: hide transaction details ▸ ZK infra: proves validity without leaking data That difference makes $PROVE compliant, accessible, and basically the only privacy-related play for Korean investors right now. @SuccinctLabs is already running the lane, used by 35+ crypto projects and securing $4B+ on-chain. It’s also getting integrated into new verticals like perps (Lighter) and compute (Cysic). PA is wild too, one of the few tokens to eat the Oct 10 dump and fully recovered

Name & Symbol: Succinct ($PROVE)
Address: 0x7ddf164cecfddd0f992299d033b5a11279a15929

It’s been a rough month, yeah..but also kinda rewarding Slowly making back what I lost 4th W of the month..After: - Monad top tier “community last” eligibility - $YB allocation - Momentum deed NFT eligibility - And now $MET allocation Bit by bit, getting back in rhythm again https://t.co/YqPG3eoL0I

Name & Symbol: Yield Basis ($YB)
Address: 0xfb93ee8152dd0a0e6f4b49c66c06d800cf1db72d

It’s been a rough month, yeah..but also kinda rewarding Slowly making back what I lost 4th W of the month..After: - Monad top tier “community last” eligibility - $YB allocation - Momentum deed NFT eligibility - And now $MET allocation Bit by bit, getting back in rhythm again https://t.co/YqPG3eoL0I

Name & Symbol: Yield Basis ($YB)
Address: 0xfb93ee8152dd0a0e6f4b49c66c06d800cf1db72d

Using Base organically pays off Previously talked about @b3dotfun and their product @anyspend, and they just dropped $ANY to early users It's basically a clean cross-chain onramp where you can move any asset or fiat to any chain without bridging S2 airdrop campaign is live and not too diluted yet so worth adding to your Base farming loop imo Use it for deposits, swaps or trading → earn points 5% of total supply was allocated for last season Link: https://t.co/aBFuJjLNCu Really like how it’s built - smooth UX for normies to onboard, and under the hood a flywheel where txn fees feed back into $B3 and $ANY

Name & Symbol: B3 ($B3)
Address: 0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3

nice! got my $5000 $YB allocation and it’s already worth $20,000 congrats to everyone who joined the @yieldbasis sale on @legiondotcc after i first shared about it.. binance listing is in 5 mins let’s see if we can hit that pre-market high around $1.5.. https://t.co/eSwssstwDG

Name & Symbol: Yield Basis ($YB)
Address: 0xfb93ee8152dd0a0e6f4b49c66c06d800cf1db72d

Wouldn’t be surprised if $XPL ends up pulling a move similar to $PUMP $PUMP did the classic post TGE pattern → 30% pump → 65% retrace → forms a solid base → slow grind back → full reversal to the listing wick and new highs.. $XPL hasn’t had that full 65% flush yet.. it’s been more controlled, but the rhythm feels the same and we are almost there.. Early hype → cool-off → base forming around $0.55–$0.60. If this range holds and we start seeing accumulation + volume pickup, I’ll look to size in there around $0.55 Same setup, just waiting for the same outcome.. a rip back toward the listing wick once sellers are done.

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

Wouldn’t be surprised if $XPL ends up pulling a move similar to $PUMP $PUMP did the classic post TGE pattern → 30% pump → 65% retrace → forms a solid base → slow grind back → full reversal to the listing wick and new highs.. $XPL hasn’t had that full 65% flush yet.. it’s been more controlled, but the rhythm feels the same and we are almost there.. Early hype → cool-off → base forming around $0.55–$0.60. If this range holds and we start seeing accumulation + volume pickup, I’ll look to size in there around $0.55 Same setup, just waiting for the same outcome.. a rip back toward the listing wick once sellers are done.

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

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

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

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

Name & Symbol: Falcon Finance ($FF)
Address: 0xac23b90a79504865d52b49b327328411a23d4db2

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

Name & Symbol: Mira Network ($MIRA)
Address: 0x7839fbfd09dae4d0f15bfb36b8f16f7898fbe684

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

Name & Symbol: Defi App ($HOME)
Address: 0x4bfaa776991e85e5f8b1255461cbbd216cfc714f

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

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

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

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

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

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

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

Name & Symbol: Defi App ($HOME)
Address: 0x4bfaa776991e85e5f8b1255461cbbd216cfc714f

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

Name & Symbol: Falcon Finance ($FF)
Address: 0xac23b90a79504865d52b49b327328411a23d4db2

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

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

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

Name & Symbol: Lombard ($BARD)
Address: 0xd23a186a78c0b3b805505e5f8ea4083295ef9f3a

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

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

Narratives I’m watching right now.. and my quick thesis on each, hope this helps you get a sense of where to look during this dip: - BSC memes & YZI-backed projects. CZ being active again in the BSC trenches has completely revived the energy there. $ASTER pulling a clean 20x post-launch, $BNB making new highs every day, and random memes going from 0 to 100M MC in a few days.. feels like early solana days all over again. I’d seriously keep an eye here.. - Launchpad coins. Launchpads are starting to cook again. The recent runs from @buidlpad projects like $BARD and $FF were crazy, and now $MMT is on deck. and $YBI @yieldbasis on Legion.. the interest we have seen around them now makes me bullish on $KAITO @KaitoAI.. i also pledged heavy on the @trylimitless sale (prediction markets) - Prediction markets; Speaking of that, Prediction markets are easily the new form of on-chain gambling this cycle. The kind of traction Limitless has.. $30M–$50M weekly volume is wild. And with Polymarket raising $2B at a $9B valuation today, it’s clear the money’s flowing here. This space feels far from topped. congratulations btw @Polymarket @PolymarketTrade - Buyback and Burn meta: Then there’s the Buyback & Burn meta. im watching $PUMP as itsnumbers have been insane, and now $LINK quietly starting buybacks has me thinking this trend has a long way to go. People love math-based, mechanically bullish narratives and $HOME is another one I’m watching for that reason. - Perp DEX: Perp DEXs are still in my high-conviction basket too. They’re basically the only on-chain sector generating real fees and let’s be honest, they’re just another form of leverage gambling that degens love. Zero-fee models like @Lighter_xyz are eating fast, and the upside for latecomers is still there if you know how to farm efficiently... link: https://t.co/Nk2YA39o4q - Airdrop farming. If you’re not farming Airdrops right now, you’re missing easy asymmetric plays. Projects like $FF, $MIRA, and $XPL printed 5-figures for active users. I think this phase.. while everyone’s waiting for the next big thing.. is where the smartest capital rotates. I might drop a farming thread soon if there’s interest. - DeFi on $ETH: Lastly, ETH and DeFi. If $ETH keeps climbing like this, I think we’ll see a strong comeback in restaking and L2 narratives. $EIGEN, $MNT, and $LINEA are the ones I’m personally holding. As ETH holders look to put their assets to work for yield, DeFi could heat up again and rising gas means L2s benefit by default. What else do you guys think is worth watching right now?

Name & Symbol: Mira Network ($MIRA)
Address: 0x7839fbfd09dae4d0f15bfb36b8f16f7898fbe684

Am i the only one going through this ? sometimes i look at people around me.. my irl friends, family, neighbours and think.. damn how they do it.. no stress, no constant pressure, just living normally. and then there’s me… stuck in this never ending loop of stress, overthinking, and regrets since my teens.. crypto changed my life, sure but it also fried my peace of mind. every new narrative, every new launch… something always happens that makes you feel like you’re missing out again especially in the bull market.. and even when your portfolio’s doing good, you still can’t shake off that feeling of “i could’ve done more.” like some regrets im going through lately; - didn’t buy much $ETH below $2K even though i had full conviction. - caught $ASTER at 0.08 and sold too early.. easily fumbled 7 figs. - came late to farm Lighter after hearing about it in May. - round-tripped a bunch of gains on memes i don’t even wanna name. - got scammed by a renowned VC (might make it public soon). - closed my fat long on $BNB way too early.. fumbled mid-6 figs there too. the list doesn’t stop. it’s crazy how you can win and still feel like you’re losing. normies will never get it.. they’ll just call us lucky.

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

Am i the only one going through this ? sometimes i look at people around me.. my irl friends, family, neighbours and think.. damn how they do it.. no stress, no constant pressure, just living normally. and then there’s me… stuck in this never ending loop of stress, overthinking, and regrets since my teens.. crypto changed my life, sure but it also fried my peace of mind. every new narrative, every new launch… something always happens that makes you feel like you’re missing out again especially in the bull market.. and even when your portfolio’s doing good, you still can’t shake off that feeling of “i could’ve done more.” like some regrets im going through lately; - didn’t buy much $ETH below $2K even though i had full conviction. - caught $ASTER at 0.08 and sold too early.. easily fumbled 7 figs. - came late to farm Lighter after hearing about it in May. - round-tripped a bunch of gains on memes i don’t even wanna name. - got scammed by a renowned VC (might make it public soon). - closed my fat long on $BNB way too early.. fumbled mid-6 figs there too. the list doesn’t stop. it’s crazy how you can win and still feel like you’re losing. normies will never get it.. they’ll just call us lucky.

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

Another round of FED rate cut in Q4 is coming... Odds now at 88% - Rate cut = cheaper money - And cheaper money always looks for yield Means a perfect setup for stablecoin protocols offering yield. 👀 My thesis on $ENA $XPL $STBL and their flywheel. A Thread: 🧵👇

Name & Symbol: STBL ($STBL)
Address: 0x8dedf84656fa932157e27c060d8613824e7979e3

Another round of FED rate cut in Q4 is coming... Odds now at 88% - Rate cut = cheaper money - And cheaper money always looks for yield Means a perfect setup for stablecoin protocols offering yield. 👀 My thesis on $ENA $XPL $STBL and their flywheel. A Thread: 🧵👇

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

Coins im interested in for October month.. $ASTER $XPL $PUMP $MNT $HOME $LINEA $LINK $AVNT $EIGEN will share my thesis on each in the coming days.. GN everyone 😴

Name & Symbol: Avantis ($AVNT)
Address: 0x696f9436b67233384889472cd7cd58a6fb5df4f1

Coins im interested in for October month.. $ASTER $XPL $PUMP $MNT $HOME $LINEA $LINK $AVNT $EIGEN will share my thesis on each in the coming days.. GN everyone 😴

Name & Symbol: Defi App ($HOME)
Address: 0x4bfaa776991e85e5f8b1255461cbbd216cfc714f

Coins im interested in for October month.. $ASTER $XPL $PUMP $MNT $HOME $LINEA $LINK $AVNT $EIGEN will share my thesis on each in the coming days.. GN everyone 😴

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