FYI there is no equity in Plasma anymore. Only a token.

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

My AI guy is telling me these 3 are his favs, meanwhile he's longing everything AI tradfi for the last 2years. Probably good to long solana:Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs here and play the "earnings" game on July.

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

So many interesting takes for solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp lately, so here is my opinion: My thinking is simply, what's priced in and what's not? What is priced in? 1) strong growth from gacha 2) Value accrual to token holders (as promised by CEO's wording) and onchain buybacks 3) whale concentration is no longer true, as more active users are coming on to the platform The reason liquid fund interest is picking up is also simple: on their model, current price looks cheap. If @Collector_Crypt can sustain strong monthly revenue/profit, and if that value actually accrues to solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp holders through buybacks, burns as promised, then the implied value is much higher than spot. What is not priced in? 1. Recently since all the above are priced in, I find it hard to hold CARDS with more conviction, but lately with the p2p marketplace volume picking up, there is now a renewed catalyst in store imo. 2. The actual proof that Collector Crypt’s growth benefits solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp holders directly, not just equity. The key risk now? Spot Demand If a liquid fund buys solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp OTC from seed/advisor holders, that does not lift the order book. Assume CT already bought (KOLs been tweeting nonstop) If the last major buyer group is liquid funds, but those funds can get size OTC, then the demand everyone is waiting for may be absorbed passively off-market. No market buy. No forced price discovery. For spot price to move higher sustainably, I think solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp needs at least one of these: 1. better liquidity / CEX access over OTC 2. P2P marketplace volume becoming a real second growth leg Until then, solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp can be cheap on a model but still need a cleaner reset/support on the chart. Also, RSI divergence makes this a less attractive spot to chase, in my opinion. TLDR: short term reset is needed imo

Name & Symbol: Collector Crypt ($CARDS)
Address: CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp

299 subscription on $XPL platinum so far https://t.co/YSzAXQzwOv https://t.co/3OtX6XEDC0

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

After 8 months, Technorevenant is still holding all 80 million XPL ($9.2M), representing 0.8% of the total supply, that he bought in the days following the XPL TGE. With XPL's price rising over the past few days, his unrealized loss has narrowed to $86.6M, down from roughly $91M at the recent bottom. Addresses: 0xa8698fcd21c2e7eafd66d58153c6299ea6903416 0xf40e7f017c5376aede9b7b94da74068908963b45 0x8caa484392c4ae1ce6af2c70aa97a3b835da3fef 0x1e934e8226b3f2cfdf262f10ef019d5574a4dbb3 0xda223307bc8b0f530f66d55c413172b16349c9b3 0x00e2e6902df2e1bd180a5d0e952dd45dd1675631 0x4c57d6262721ad25a8a337a7ac95d3c10f4900b3 0xf555a2643164e518ba4c1f4a5b8ad63c0d6a858d 0xcc07fbd0aa69923d45caa1aae2f8b42fef6dd368 0xb34c4efb86bb07be261ea5a0faf06ae4e50d80ed 0x971df4ed6000003a6a63f9beb7609d489fbfe4bb 0xb9f3c7aa5ceae0cb7256e5129d52d7c65acc3fef 0xe9e32ffe41cbff270dacd5b2334ce34cbba399e3 0x6c77548e1ea052d65f822413267fb7eee7486778 0x72ec72319700ff1a5545e2cc282f2f72185e6483 0xae8ef3eb29b39dfdd18531104a50876d3a98ac35 0xdb43735bb6deb18c7dffb6fe551032cc2653a1ef 0x5d2abbec200fb869d2a5d5c78821d86678553f60 0xd2025ce53d6261c301fb6944d0826e07ffb31117 0xbb3340c9e2073fb8ad372377230fa708d9b3fe03 0x44327a330aa2343e88fe3d6a5f93de42d7404e8f 0x77bc81c1b1df574d28a4f77b471cabf0c7e0e23c 0x9e2f8a58da8192b1aac60505700184bd00399781 0x5128153e496c90ecb70efe93c0ab567b6aa11109 0xf61ba5417da20fd6267ba42d23123f1a572a6ea7 0x9771bb15dac34345012f8a5005a5e13be6da1bda 0x5d1211d66d13b2f66413e9af3cf5485596418dd6 0x6579896dfcca97db2cd59d26673918f18c7d89e0 0x649568dbdea4a6a1937901ca1e44dd293ead52b8

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

$1m plasma:native locked/taken off the market in last 2 days via platinum card lock -> 0.4% of float expecting this number to sky rocket when they open access to everyone and market the hell out of it all metrics moving in the right direction too, i can see why, the product is exceptional... if they announce a hyperliquid style revenue buy back (good chance imo, senior management all talk about value accrual being top priority) - I think the plasma comeback is going to be biblical

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

Meeting some really talented DeFi builders launching this year. Guess what? They're not scared away by bear markets. For example, this team @AxisFDN cleverly has already implemented an @AccountableData dashboard for their $41M on Plasma, and will soon launch on Ethereum Mainnet, hopefully this summer. 📊 https://t.co/lIAA46KXVx

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

Idk but Plasma One has real potential to be the leader of onchain payment It requires worldwide banking infrastructure, and only few of players can afford it I think $XPL is that

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

happy to see this product finally ship I've been using their current card for travel spending for 4 months and it's been reliable regarding the tiers, the Core offer probably good enough Platinum clearly targeted to crypto power users who will take a little supply out of circulation and get it back through various partnerships/cashbacks over one year of usage, no brainer if you think the token is close enough to cycle lows note: investor+hold xpl

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

On May 4th an APYX affiliated wallet (0xD17) incorrectly supplied $3m USDC directly to a Morpho market using the Morpho Blue address itself as the onBehalfOf parameter. https://t.co/5HuYTFL1S6 This means the entire deposit was credited to morpho itself and thereby lost and permanently stuck. It appears they realized seven days later and used $3.6m of collateral to borrow back that $3m USDC from the market. To this day the wallet remains both the largest borrower and primary supplier in this apyUSD PT market. Notably, at the current spot prices this position has already become under collateralized, however the oracle used in the market is preventing it from being liquidated. The market uses a "fundamental" oracle that is meant to be the minimum of the APYX system collateral ratio or 1. However, until just the past day the collateral ratio oracle has had not been updated since depoloyment. It does appear the team has begun updating the collateral oracle to reflect the true backing which has begun to lead to liquidations. So far liquidations on this market over the past couple days have been manually done by the APYX team itself with the apxUSD backing and holding the mark to market loss on the balance sheet, since the market cannot clear them profitiably even accounting for the liquidation bonus. Worth noting the APYX has claimed this wallet is not theirs and is not holding backing assets of apxUSD itself. However, shared signer executions, funding practices, overall value amounts and cross wallet transfer matches would suggest otherwise.

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

perp REA spot RWA Stablecoin GPU/CPU compute related bizniz and AI related crypto solution, idk what will be, but like token (AI token) neutral open router can be one Then hot ball of money chasing money which will decline, currently pokemon

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

bad tickers: meteora, layer zero, asteroid

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

$drift about to fast and furious short squeeze into the stratosphere https://t.co/O798B1dLye

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

A few interesting things going on the crypto side, on my checklist for this sunday: 1) the AERO/VELO depeg earlier last year Dromos Labs announced that they'd merge Aero and Velo in a single platform, with Aerodrome having 94.5% of it and Velodrome 5.5%. This was scheduled for Q2 2026 (which is essentially now). However, AERO and VELO are trading very off this mark, which means either the market is being inefficient about it (partially can be excused due to Velo shitty liquidity and problematic in/out - if people expect Aero to actually reprice downwards before the merger), or that the targets are changing. The two are so off right now, that I think a short $AERO long $VELO is actually a good trade. 2) PreStocks SPCX The trade is essentially the same of point 1), but with PreStocks' $SPCX and Variational/TradeXYZ on the other leg, can book a similar gap (actually VELO/AERO is better for expected returns but carries a bit more of uncertainty in terms of duration, caveats etc... since they could still change the ratio or delay the merger). The thing i'll try to understand is if PreStocks' SPCX is just being correctly priced because: SPV fees, layering, risk etc, or if it's just a 300%+ APR for a month, laying there to be collected. 3) $KAIA This is an interesting one, there's a lot of buzz rn between Japan and Korea on stablecoins, especially after JPYC got the greenlight for integration on Line, and actually there's one specific weird blockchain that most of this is related to, the one in the title. I'll take a further look at it, generally "asian blockchain" didn't play out too well aside from short terms but we'll see. 4) Memes in 2026 Bidding memes still in 2026 wasn't very high on my bingo list, especially Solana ones after i repeatedly said "this is my last time i touch onchain stuff on this cursed blockchain", but here I am looking at one once again (bc it's been going NEEaTly) 5) Rates and Stablecoin Protocols This is not for this sunday, but i'm drafting a list. Since rates-wise things are getting quite chaotic ($JP40Y exploding and all cards on the desk for US too) and there's much more uncertainty about how the next 2 years are going to play out, i'll keep a list of stuff that both benefits or get punished should rates move in one or the other direction, this obviously means digging a bit in the stablecoin stack or what's left of it beyond just $SKY and $CRCL. 6) Privacy - too late? Privacy is clearly the third big trend of this inter-cycles / late cycle period: memes, ai, privacy. Now, there are a lot of whipsaw names here (yeah i'm looking at you $RAIL), but it's probably worth to keep some tabs on some of the less looked upon stuff like $NIL that could scam pump, especially given AI and the fact that Kohaku is probably going to accompany us as a looming narrative for another few months. There are probably other names, here i'll be looking a bit at VC backed stuff that raised much more than it's trading at (scouting for a BIO/H type of deal), ideas are welcome. Oh and obviously, Hyperliquid to $69 thanks (and keeping a tab on that cursed wasteland of LIT chart)

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

A few interesting things going on the crypto side, on my checklist for this sunday: 1) the AERO/VELO depeg earlier last year Dromos Labs announced that they'd merge Aero and Velo in a single platform, with Aerodrome having 94.5% of it and Velodrome 5.5%. This was scheduled for Q2 2026 (which is essentially now). However, AERO and VELO are trading very off this mark, which means either the market is being inefficient about it (partially can be excused due to Velo shitty liquidity and problematic in/out - if people expect Aero to actually reprice downwards before the merger), or that the targets are changing. The two are so off right now, that I think a short $AERO long $VELO is actually a good trade. 2) PreStocks SPCX The trade is essentially the same of point 1), but with PreStocks' $SPCX and Variational/TradeXYZ on the other leg, can book a similar gap (actually VELO/AERO is better for expected returns but carries a bit more of uncertainty in terms of duration, caveats etc... since they could still change the ratio or delay the merger). The thing i'll try to understand is if PreStocks' SPCX is just being correctly priced because: SPV fees, layering, risk etc, or if it's just a 300%+ APR for a month, laying there to be collected. 3) $KAIA This is an interesting one, there's a lot of buzz rn between Japan and Korea on stablecoins, especially after JPYC got the greenlight for integration on Line, and actually there's one specific weird blockchain that most of this is related to, the one in the title. I'll take a further look at it, generally "asian blockchain" didn't play out too well aside from short terms but we'll see. 4) Memes in 2026 Bidding memes still in 2026 wasn't very high on my bingo list, especially Solana ones after i repeatedly said "this is my last time i touch onchain stuff on this cursed blockchain", but here I am looking at one once again (bc it's been going NEEaTly) 5) Rates and Stablecoin Protocols This is not for this sunday, but i'm drafting a list. Since rates-wise things are getting quite chaotic ($JP40Y exploding and all cards on the desk for US too) and there's much more uncertainty about how the next 2 years are going to play out, i'll keep a list of stuff that both benefits or get punished should rates move in one or the other direction, this obviously means digging a bit in the stablecoin stack or what's left of it beyond just $SKY and $CRCL. 6) Privacy - too late? Privacy is clearly the third big trend of this inter-cycles / late cycle period: memes, ai, privacy. Now, there are a lot of whipsaw names here (yeah i'm looking at you $RAIL), but it's probably worth to keep some tabs on some of the less looked upon stuff like $NIL that could scam pump, especially given AI and the fact that Kohaku is probably going to accompany us as a looming narrative for another few months. There are probably other names, here i'll be looking a bit at VC backed stuff that raised much more than it's trading at (scouting for a BIO/H type of deal), ideas are welcome. Oh and obviously, Hyperliquid to $69 thanks (and keeping a tab on that cursed wasteland of LIT chart)

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

AI "bottleneck" charts that probably don't end well I just don't know when: $LPKF $PENG $AAOI $AXTI $POET $SIVES $HPS.A $POWL $BE $VRT $MOD $GEV $FTAI $ETN $PUMP $SEI $FLNC $EOSE $AMSC $INOD $FCEL and every SMR stock, reminds me of 2021 with many lidar stocks that went nowhere

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

[ ZOOMER ] CIRCLE RAISES $222 MILLION FROM BLACKROCK, APOLLO AND OTHERS IN ARC TOKEN PRESALE VALUED AT $3 BILLION: CNBC

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

This gonna be doubled soon and people will be like wtf is morpho! https://t.co/5ZVaohHDCQ

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

LZ deserve to go ZERO but ZachXBT don't talk about LZ bc this is not crime very legit, organic activity lazor focus on $LAB $RAVE which make holders 50x richer and making accusation against them

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

One aspect people underappreciate is how much of the stablecoin float across chains is driven by CEX decisions, rather than user activity. The top 3 exchanges hold 1/3 of all USDT in existence and actively move customer balances across chains. In Plasma's case, the largest exchanges have moved $10bn out since launch, mostly into Ethereum and BSC. Yet the underlying usage tells a very different story: - On Binance over the last 30 days, USDT volume on Plasma is 25% of its Ethereum USDT volume with 1% of the balances. That is 25x the velocity. - For OKX and Bybit, Plasma processes more USDT transactions than Ethereum, driven by genuine retail usage. Balances are a poor proxy for activity. On the metrics that actually matters, Plasma is already one of the most active stablecoin chains in the market.

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

Well coinbase is the one who paid $400M so I can’t say about it much, but Echo actually have value if $400M?

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

Whop partners with Plasma, Tether and Aave. 21m Whop users now on Plasma rails. https://t.co/fMSD0dmwFI

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

March farming update: - made a little website (https://t.co/w2SiaV0FFe), to track yields like: - syzUSD loops from @YuzuMoney - earnAUSD loop on @Curvance - ezETH loop on @Curvance + hedge on @aave - sUSDai depegs - yzPP depegs - QFEX-HL funding arbitrage - Polymarket bond-like returns - spread trades like long HYPE/ETHFI/BNB vs ETH/SUI (wip) - besides whats on the website I've been looking at @re loops on Fluid - currently working on automating trading on QFEX+Polymarket - yields very dry

Name & Symbol: Fluid ($FLUID)
Address: 0x6f40d4a6237c257fff2db00fa0510deeecd303eb

$SPX to 5400 $IXIC to 17000 https://t.co/hGvR4wEe9y

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

some interesting onchain oil stats from our traders: > 97.6% of takers are skewed long (!) > average long entry $85.93 (current price at time of writing: $91.6); bulk of trades in profit > average liq price: $58.02 > long entry prices range from $56.00 to $112.69 (rip... for now) > 52 positions entered above $100 ($1.23m in notional) - only 3.8% of total long oi > #1 traded pair on ostium last 3 days in a row

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

$MORPHO

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

We like Hyperliquid. We like Lighter. Aster. Anyways if they have the best liquidity we will route order flow there. We're already a top 20 trader on many CEXes. RFQ = liquidity aggregation, not competition.

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

State of the HIP-3 market @HyperliquidX launched HIP-3, allowing permissionless listing of assets on its platform, by 500k $HYPE stakers, 3 months ago. Deployers earn 50% of trading fee but also the staked $HYPE can be slashed if the market is not managed properly. HIP-3 reached: • Total volume $17B • 7d volume $2.5B • OI $436M • Total fee $2.5M • 7d fee $0.4M Volume, fee, and OI are going up only while crypto volume stagnates since 10/10. That's why HIP-3 volume share is now 8% of Hyperliquid volume, which was 0.1% in October OI composition • XYZ100, $NQ: $103M • SILVER, $silver: $67M • GOLD, $gold: $27M It's small market compared to Crypto & TradFi both, but based on tokenization boom assumption mentioned by BlackRock and other institutions, it can be major revenue stream of HL They have regulatory risk clearly, which would be the reason why HL doesn't list RWA directly by themseleves, but oursourcing to $HYPE staking deployers Let's see

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