I have 23 positions on Echo. Overall, up by 1.42x or +42%. Most still pre-TGE. But outperforming spot altcoins. We'll see where this ends up.

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

First Cathie Wood, and now the CEO of OKx coming after Binance. C. Wood blamed the 10/10 crash on a Binance 'bug,' yet Binance, in their statement, claimed the crash happened due to 'overall market conditions.' Their "core futures and spot matching engines and API trading remained operational," while "Binance accounted for a relatively low proportion of the total trading volume." I always thought OKx was an 'ally' of Binance, notably due to the attack against Hyperliquid with JELLYJELLY perp listing on both CEXs at the same time. That's why this Star's quote post is so revealing: an 'industry-leading company' should focus on protecting the long-term interests of crypto users. Instead, legitimate criticism is drowned out via 'aggressive narrative control and coordinated influencer campaigns.' Wow. Binance FUD moves from random KOLs on X to industry leaders.

Name & Symbol: jelly-my-jelly ($jellyjelly)
Address: FeR8VBqNRSUD5NtXAj2n3j1dAHkZHfyDktKuLXD4pump

Social media isn't dead. Yet. Farcaster and Lens have new owners aiming to turn things around. Plus, there are two other apps that merge social+trading you should try: First, @thefireflyapp that acquired Lens. - Connect X, Farcaster, Lens accounts into one feed. - Follow not just @ handles but 0x addresses to copy trade - See what your KOLs are trading (Like Vitalik dumping free memecoins he got) - Track KOL trading on predictions (Polymarket) - Even follow DAO voting - Integrated wallet They are VERY good at linking KOL wallets :) Underrated feature: Follow Truth Social accounts (DJT!) without having an account on it. Firefly is the App Vitalik uses to cross post on his social accounts. ----- Second, is @0xppl_ Focused on Social trading. Or spying on KOL wallets. - Your wallet IS your profile. No bio needed - Follow any wallet (whales, degens, your CT mutuals) - Watch buys and sells happen live & copy trade - Comment on transactions like you'd comment on posts If Firefly is VERY good at finding KOL wallets, 0xppl even better. They have social tasks to doxx your wallets. Also has wallet integrated. Backed by Balaji, Anatoly, Sandeep. Try it here: https://t.co/XYwqm5cIl8

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

CT consensus thoughts for 2026: • BTC outperforms but quantum fears are real. • Most alts bleed. Many go to zero due to high emissions and lack of retail/institutional bids. No broad altcoin season like in 2021. • Outside BTC, big gains concentrate on just few winners (depth not width argument). But Aave civil war creates worries for all DeFi tokens. • Protocols are valued like businesses but not narratives. (Although $ZEC induced wider privacy-coin is a strong counter-argument) • Tokenholder rights (especially vs equity) and revenue matter and discussions will continue in 2026. • High-FDV, low-float TGEs are perma shorts. • RWAs and tokenization will grow BIG but hard to find great proxies to bet on growth (Plasma, Stable terrible TGEs are clear examples). • Prediction markets and perps financialize everything: from real events to pre-IPO assets, etc. What's not clear are Kalshi, Polymarket tokens. • As crypto matures, it will be less fun but grow much bigger. CT loses control on crypto narrative as crypto natives lose importance. What seems to be missing is clear consensus on $ETH: Some are super bullish as tokenization, RWAs, and institutional adoption that are built on Ethereum rails, despite multiple tokenization focused chains like Canton & Tempo. Yet $ETH as an asset does not necessarily benefit from tokenization: Ethereum just becomes boring infra layer with most upside enjoyed by user-facing apps. Like Facebook, Microsoft benefiting most from the rise of internet. Anything I missed?

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

CT consensus thoughts for 2026: • BTC outperforms but quantum fears are real. • Most alts bleed. Many go to zero due to high emissions and lack of retail/institutional bids. No broad altcoin season like in 2021. • Outside BTC, big gains concentrate on just few winners (depth not width argument). But Aave civil war creates worries for all DeFi tokens. • Protocols are valued like businesses but not narratives. (Although $ZEC induced wider privacy-coin is a strong counter-argument) • Tokenholder rights (especially vs equity) and revenue matter and discussions will continue in 2026. • High-FDV, low-float TGEs are perma shorts. • RWAs and tokenization will grow BIG but hard to find great proxies to bet on growth (Plasma, Stable terrible TGEs are clear examples). • Prediction markets and perps financialize everything: from real events to pre-IPO assets, etc. What's not clear are Kalshi, Polymarket tokens. • As crypto matures, it will be less fun but grow much bigger. CT loses control on crypto narrative as crypto natives lose importance. What seems to be missing is clear consensus on $ETH: Some are super bullish as tokenization, RWAs, and institutional adoption that are built on Ethereum rails, despite multiple tokenization focused chains like Canton & Tempo. Yet $ETH as an asset does not necessarily benefit from tokenization: Ethereum just becomes boring infra layer with most upside enjoyed by user-facing apps. Like Facebook, Microsoft benefiting most from the rise of internet. Anything I missed?

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

CT consensus thoughts for 2026: • BTC outperforms but quantum fears are real. • Most alts bleed. Many go to zero due to high emissions and lack of retail/institutional bids. No broad altcoin season like in 2021. • Outside BTC, big gains concentrate on just few winners (depth not width argument). But Aave civil war creates worries for all DeFi tokens. • Protocols are valued like businesses but not narratives. (Although $ZEC induced wider privacy-coin is a strong counter-argument) • Tokenholder rights (especially vs equity) and revenue matter and discussions will continue in 2026. • High-FDV, low-float TGEs are perma shorts. • RWAs and tokenization will grow BIG but hard to find great proxies to bet on growth (Plasma, Stable terrible TGEs are clear examples). • Prediction markets and perps financialize everything: from real events to pre-IPO assets, etc. What's not clear are Kalshi, Polymarket tokens. • As crypto matures, it will be less fun but grow much bigger. CT loses control on crypto narrative as crypto natives lose importance. What seems to be missing is clear consensus on $ETH: Some are super bullish as tokenization, RWAs, and institutional adoption that are built on Ethereum rails, despite multiple tokenization focused chains like Canton & Tempo. Yet $ETH as an asset does not necessarily benefit from tokenization: Ethereum just becomes boring infra layer with most upside enjoyed by user-facing apps. Like Facebook, Microsoft benefiting most from the rise of internet. Anything I missed?

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

CT consensus thoughts for 2026: • BTC outperforms but quantum fears are real. • Most alts bleed. Many go to zero due to high emissions and lack of retail/institutional bids. No broad altcoin season like in 2021. • Outside BTC, big gains concentrate on just few winners (depth not width argument). But Aave civil war creates worries for all DeFi tokens. • Protocols are valued like businesses but not narratives. (Although $ZEC induced wider privacy-coin is a strong counter-argument) • Tokenholder rights (especially vs equity) and revenue matter and discussions will continue in 2026. • High-FDV, low-float TGEs are perma shorts. • RWAs and tokenization will grow BIG but hard to find great proxies to bet on growth (Plasma, Stable terrible TGEs are clear examples). • Prediction markets and perps financialize everything: from real events to pre-IPO assets, etc. What's not clear are Kalshi, Polymarket tokens. • As crypto matures, it will be less fun but grow much bigger. CT loses control on crypto narrative as crypto natives lose importance. What seems to be missing is clear consensus on $ETH: Some are super bullish as tokenization, RWAs, and institutional adoption that are built on Ethereum rails, despite multiple tokenization focused chains like Canton & Tempo. Yet $ETH as an asset does not necessarily benefit from tokenization: Ethereum just becomes boring infra layer with most upside enjoyed by user-facing apps. Like Facebook, Microsoft benefiting most from the rise of internet. Anything I missed?

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

Got zero backlash or hate for this post: Usually, if I FUD a token, community members or token holders would come out in support for the project. For $STABLE? Zero interest. In truth, no one cares and token 'holders' are just short-term traders.

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

Only 2.18% of Uniswap's total TVL is on the BNB Chain. For Aave, that figure is just 1%. Expanding to new chains, despite strong brand power, has been tough. Pancakeswap and Venus still dominate on the BNB Chain. This dominance is due to many factors, including first-mover advantage and potential business relationships with Binance. Fluid's approach is unique: instead of competing directly, it offers a joint venture with a 50:50 revenue share. Fluid provides technical innovation in capital efficiency, while the partner contributes branding and market entry expertise. This strategy worked wonders on Solana with the Jup/Fluid JV, reaching $1.3B in TVL, which is 50% of Kamino's TVL. Now, Fluid is offering a similar joint venture to Venus. This is truly a unique playbook. Fluid can ship technical innovation and find creative solutions for BD.

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

Only 2.18% of Uniswap's total TVL is on the BNB Chain. For Aave, that figure is just 1%. Expanding to new chains, despite strong brand power, has been tough. Pancakeswap and Venus still dominate on the BNB Chain. This dominance is due to many factors, including first-mover advantage and potential business relationships with Binance. Fluid's approach is unique: instead of competing directly, it offers a joint venture with a 50:50 revenue share. Fluid provides technical innovation in capital efficiency, while the partner contributes branding and market entry expertise. This strategy worked wonders on Solana with the Jup/Fluid JV, reaching $1.3B in TVL, which is 50% of Kamino's TVL. Now, Fluid is offering a similar joint venture to Venus. This is truly a unique playbook. Fluid can ship technical innovation and find creative solutions for BD.

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

Only 2.18% of Uniswap's total TVL is on the BNB Chain. For Aave, that figure is just 1%. Expanding to new chains, despite strong brand power, has been tough. Pancakeswap and Venus still dominate on the BNB Chain. This dominance is due to many factors, including first-mover advantage and potential business relationships with Binance. Fluid's approach is unique: instead of competing directly, it offers a joint venture with a 50:50 revenue share. Fluid provides technical innovation in capital efficiency, while the partner contributes branding and market entry expertise. This strategy worked wonders on Solana with the Jup/Fluid JV, reaching $1.3B in TVL, which is 50% of Kamino's TVL. Now, Fluid is offering a similar joint venture to Venus. This is truly a unique playbook. Fluid can ship technical innovation and find creative solutions for BD.

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

The latest Binance listing is $18M FDV token. It pumped and dumped by 81% from ATH on Binance listing. Prior to listing (July), World Liberty Financial (WLF) acquired $40k of $BANK tokens. Lorenzo is an onchain traded fund with main focus is CeFi trading strategies: basis trades, arbitrage, and market-neutral strategies run on CEXs. Main token is enzoBTC ($512m in TVL) and WLF USD1 stablecoin. USD1 is the settlement asset for Lorenzo’s OTFs, vaults, and yield products.

Name & Symbol: Lorenzo Governance Token ($BANK)
Address: 0x3aee7602b612de36088f3ffed8c8f10e86ebf2bf

In bear markets, prediction markets are an even better play as they are anti-cyclical. Perhaps the first sector in crypto. And many on CT are missing an obvious airdrop play. Connect the dots: - Coinbase → Kalshi (KYCed, regulated & rumors of Coinbase integrating Kalshi) - Hyperliquid → Polymarket (Open, global, decentralized) - Aster → ....? Like CZ/Binance pushed Aster to answer Hyperliquid, they are now backing their own prediction market. It's Opinion. Same backers as Aster ( @yzilabs ). Same BNB ecosystem push. It's relatively early but airdrop farmers are already here. Trading volumes already above Polymarket and Kalshi. Wash trading or not, the incentive design is working and CT is still quiet. Points are simple: • Provide liquidity early and near the mid • Look for 🎁 markets with higher multipliers • Bigger trades earn more • Holding positions stacks points over time Referrals help too. Both sides may get bonuses according to their docs. Here’s my link with a 10% fee discount https://t.co/DJT5uXXCme Code: N02K85 Final tips: - Get $BNB for gas on @gasdotzip - Base currency is USDT, not USDC (Not sponsored. Farming airdrop myself)

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

Two years ago I was farming 60+ protocols across 10 chains. Some paid off like Etherfi and Kamino, while others flopped such as Stacks, Sei, Blast, and Injective. The era of spreading capital thin and hoping for big airdrops is (clearly) over. That makes life harder for smaller and less funded ecosystems. Before, they could launch points campaigns and attract liquidity and attention. Now they need real budgets for InfoFi platforms, KOLs campaigns on X, Echo/Legion/Kaito sales, and backdoor deals with 'vault managers' for TVL. Monad just spent millions in airdrop bribes to make KOLs happy (and not FUD it later). Without insider info (Tempo pre-deposits), it feels safer to join consensus trades than to farm niche dApps you hope will get hype before TGE. That’s why consensus trades feel safer: Plasma, MegaETH sale, $ZEC, top perp DEXes like Lighter and edgeX, and prediction markets. These are where attention and liquidity already flow. The edge is not in farming more, but in filtering better. Sadly, it's a lot of work and I got lazier over the years lol.

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

Two years ago I was farming 60+ protocols across 10 chains. Some paid off like Etherfi and Kamino, while others flopped such as Stacks, Sei, Blast, and Injective. The era of spreading capital thin and hoping for big airdrops is (clearly) over. That makes life harder for smaller and less funded ecosystems. Before, they could launch points campaigns and attract liquidity and attention. Now they need real budgets for InfoFi platforms, KOLs campaigns on X, Echo/Legion/Kaito sales, and backdoor deals with 'vault managers' for TVL. Monad just spent millions in airdrop bribes to make KOLs happy (and not FUD it later). Without insider info (Tempo pre-deposits), it feels safer to join consensus trades than to farm niche dApps you hope will get hype before TGE. That’s why consensus trades feel safer: Plasma, MegaETH sale, $ZEC, top perp DEXes like Lighter and edgeX, and prediction markets. These are where attention and liquidity already flow. The edge is not in farming more, but in filtering better. Sadly, it's a lot of work and I got lazier over the years lol.

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

Two years ago I was farming 60+ protocols across 10 chains. Some paid off like Etherfi and Kamino, while others flopped such as Stacks, Sei, Blast, and Injective. The era of spreading capital thin and hoping for big airdrops is (clearly) over. That makes life harder for smaller and less funded ecosystems. Before, they could launch points campaigns and attract liquidity and attention. Now they need real budgets for InfoFi platforms, KOLs campaigns on X, Echo/Legion/Kaito sales, and backdoor deals with 'vault managers' for TVL. Monad just spent millions in airdrop bribes to make KOLs happy (and not FUD it later). Without insider info (Tempo pre-deposits), it feels safer to join consensus trades than to farm niche dApps you hope will get hype before TGE. That’s why consensus trades feel safer: Plasma, MegaETH sale, $ZEC, top perp DEXes like Lighter and edgeX, and prediction markets. These are where attention and liquidity already flow. The edge is not in farming more, but in filtering better. Sadly, it's a lot of work and I got lazier over the years lol.

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

Two years ago I was farming 60+ protocols across 10 chains. Some paid off like Etherfi and Kamino, while others flopped such as Stacks, Sei, Blast, and Injective. The era of spreading capital thin and hoping for big airdrops is (clearly) over. That makes life harder for smaller and less funded ecosystems. Before, they could launch points campaigns and attract liquidity and attention. Now they need real budgets for InfoFi platforms, KOLs campaigns on X, Echo/Legion/Kaito sales, and backdoor deals with 'vault managers' for TVL. Monad just spent millions in airdrop bribes to make KOLs happy (and not FUD it later). Without insider info (Tempo pre-deposits), it feels safer to join consensus trades than to farm niche dApps you hope will get hype before TGE. That’s why consensus trades feel safer: Plasma, MegaETH sale, $ZEC, top perp DEXes like Lighter and edgeX, and prediction markets. These are where attention and liquidity already flow. The edge is not in farming more, but in filtering better. Sadly, it's a lot of work and I got lazier over the years lol.

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

The Stable insider pre-deposits is a terrible look. Stable tried to play the XPL (well executed) playbook but I'm already 80% decided not to touch Stable, ever. Enough of crime already.

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

The Stable insider pre-deposits is a terrible look. Stable tried to play the XPL (well executed) playbook but I'm already 80% decided not to touch Stable, ever. Enough of crime already.

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

📢 A possible buyback program for $VLR is being discussed in @VeloraDEX DAO. Proposed by @DefiIgnas, it suggests using part of the protocol’s revenue to repurchase $VLR, following models from @Aave and @SkyEcosystem. A strategic move to strengthen the protocol’s growth. 🔥 Join the discussion 👇

Name & Symbol: Velora ($VLR)
Address: 0x4e107a0000db66f0e9fd2039288bf811dd1f9c74