Buyback tokens should increase in price due to this. I used DeFiLlama to see through the list of tokens that might be undervalued here. The tokens are weighted by P/F, P/S, 30 day revenue and revenue growth. I think the drawback here is that the score rewards cheap P/F, cheap P/S, high revenue, high growth, and high mcap, but it has zero weight on token unlock/dilution pressure, revenue durability, or competitive moat, and narratives in itself. Like what I mean is that a token can rank #3 purely because its multiples are compressed, even if the business itself is going down. For several of them ($ARB, $SKY, $ETHFI, $NEAR, $LDO, $AAVE) they have not very high buybacks, and/or the fee switch is off atm. Also, 5/20 names are within the Solana ecosystem ($RAY, $PUMP, $ORCA, solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN, solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL), and IMO all of them will rise/fall together with the general Solana trading volume and SOL price/sentiment. If we were to see a big drawdown in the market in general, most of this list's revenue will get hit simultaneously since they're based on trading/swap volume. $HYPE stands out as the highest-quality name by absolute revenue ($58.3M/30d) and active buyback+burn (97% which is sick AF), but it's also the most expensive on P/F (22.7x) in the top half of the list. With that said, I do have to say that $RAY, $AERO, and $PUMP look the most interesting to me. But Raydium is heavily dependent on Stonkfun (StonkFun began routing every new token launch through Raydium, which is why Raydium's fees has 5x'ed in this period). Will that continue? As always, Hyperliquid looks great and is a cash machine, but maybe the pricing is fair where it is rn at $93?

Buyback tokens should increase in price due to this. I used DeFiLlama to see through the list of tokens that might be undervalued here. The tokens are weighted by P/F, P/S, 30 day revenue and revenue growth. I think the drawback here is that the score rewards cheap P/F, cheap P/S, high revenue, high growth, and high mcap, but it has zero weight on token unlock/dilution pressure, revenue durability, or competitive moat, and narratives in itself. Like what I mean is that a token can rank #3 purely because its multiples are compressed, even if the business itself is going down. For several of them ($ARB, $SKY, $ETHFI, $NEAR, $LDO, $AAVE) they have not very high buybacks, and/or the fee switch is off atm. Also, 5/20 names are within the Solana ecosystem ($RAY, $PUMP, $ORCA, solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN, solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL), and IMO all of them will rise/fall together with the general Solana trading volume and SOL price/sentiment. If we were to see a big drawdown in the market in general, most of this list's revenue will get hit simultaneously since they're based on trading/swap volume. $HYPE stands out as the highest-quality name by absolute revenue ($58.3M/30d) and active buyback+burn (97% which is sick AF), but it's also the most expensive on P/F (22.7x) in the top half of the list. With that said, I do have to say that $RAY, $AERO, and $PUMP look the most interesting to me. But Raydium is heavily dependent on Stonkfun (StonkFun began routing every new token launch through Raydium, which is why Raydium's fees has 5x'ed in this period). Will that continue? As always, Hyperliquid looks great and is a cash machine, but maybe the pricing is fair where it is rn at $93?

Buyback tokens should increase in price due to this. I used DeFiLlama to see through the list of tokens that might be undervalued here. The tokens are weighted by P/F, P/S, 30 day revenue and revenue growth. I think the drawback here is that the score rewards cheap P/F, cheap P/S, high revenue, high growth, and high mcap, but it has zero weight on token unlock/dilution pressure, revenue durability, or competitive moat, and narratives in itself. Like what I mean is that a token can rank #3 purely because its multiples are compressed, even if the business itself is going down. For several of them ($ARB, $SKY, $ETHFI, $NEAR, $LDO, $AAVE) they have not very high buybacks, and/or the fee switch is off atm. Also, 5/20 names are within the Solana ecosystem ($RAY, $PUMP, $ORCA, solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN, solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL), and IMO all of them will rise/fall together with the general Solana trading volume and SOL price/sentiment. If we were to see a big drawdown in the market in general, most of this list's revenue will get hit simultaneously since they're based on trading/swap volume. $HYPE stands out as the highest-quality name by absolute revenue ($58.3M/30d) and active buyback+burn (97% which is sick AF), but it's also the most expensive on P/F (22.7x) in the top half of the list. With that said, I do have to say that $RAY, $AERO, and $PUMP look the most interesting to me. But Raydium is heavily dependent on Stonkfun (StonkFun began routing every new token launch through Raydium, which is why Raydium's fees has 5x'ed in this period). Will that continue? As always, Hyperliquid looks great and is a cash machine, but maybe the pricing is fair where it is rn at $93?

Buyback tokens should increase in price due to this. I used DeFiLlama to see through the list of tokens that might be undervalued here. The tokens are weighted by P/F, P/S, 30 day revenue and revenue growth. I think the drawback here is that the score rewards cheap P/F, cheap P/S, high revenue, high growth, and high mcap, but it has zero weight on token unlock/dilution pressure, revenue durability, or competitive moat, and narratives in itself. Like what I mean is that a token can rank #3 purely because its multiples are compressed, even if the business itself is going down. For several of them ($ARB, $SKY, $ETHFI, $NEAR, $LDO, $AAVE) they have not very high buybacks, and/or the fee switch is off atm. Also, 5/20 names are within the Solana ecosystem ($RAY, $PUMP, $ORCA, solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN, solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL), and IMO all of them will rise/fall together with the general Solana trading volume and SOL price/sentiment. If we were to see a big drawdown in the market in general, most of this list's revenue will get hit simultaneously since they're based on trading/swap volume. $HYPE stands out as the highest-quality name by absolute revenue ($58.3M/30d) and active buyback+burn (97% which is sick AF), but it's also the most expensive on P/F (22.7x) in the top half of the list. With that said, I do have to say that $RAY, $AERO, and $PUMP look the most interesting to me. But Raydium is heavily dependent on Stonkfun (StonkFun began routing every new token launch through Raydium, which is why Raydium's fees has 5x'ed in this period). Will that continue? As always, Hyperliquid looks great and is a cash machine, but maybe the pricing is fair where it is rn at $93?

True for farms where the yield source is known, for example, every time the Pendle farms fill up, or Aave/Ethena/Morpho caps in 2024/2025. But the incentive to shill 310,000% is there for KOLs for sure, because to receive this yield, you need more people in. https://t.co/eoOEJnsd9w

A little follow up on the @phantom $50k challenge. My Fartcoin position is down since my buy one week ago. In general the market has been in a downtrend since that time. Decided to buy $PUMP with the remaining funds. Still think that the meta for experimental memecoins will be ongoing for a while, especially if this is the start of a raging bull. Follow my profile on Phantom https://t.co/UZRzdjb0xL to see trades in real-time, and if you are new, sign up here and get 10% off on 3 months' trading fees with my code: route2fi1

A little follow up on the @phantom $50k challenge. My Fartcoin position is down since my buy one week ago. In general the market has been in a downtrend since that time. Decided to buy $PUMP with the remaining funds. Still think that the meta for experimental memecoins will be ongoing for a while, especially if this is the start of a raging bull. Follow my profile on Phantom https://t.co/UZRzdjb0xL to see trades in real-time, and if you are new, sign up here and get 10% off on 3 months' trading fees with my code: route2fi1

Velvet is sharing an airdrop of $1m in just over 2 weeks from now based on your trading activity on the platfrom. You earn Gems (airdrop points) through spot trading, perps trading, staking $VELVET, and ref volume. The fastest way to climb the leaderboard is to push volume, trade several assets, OI open for longer period of time, etc.

The U.S. is getting close to establishing clear rules for crypto and the digital asset industry. If it were to pass soon it will help establish America as the crypto capital of the world. There are no consumer protections on crypto currently. CLARITY puts those in place. It will mean that institutions will take our beloved industry more serious. RWA will boom. Tokens with revenue will go up in price. Odds are going down for this to be signed this year, but still about 40%.

By the end of the next bull market, I wish all of my crypto degens their dream life: -financial freedom -working for yourself on something you love -no need to get up early -great health -live by the sea/mountain -a lot of time to hang out with your friends/family -travel whenever you want to

Grvt is building a single self-custodial balance that lets users trade and access real-world asset exposure in one place. Before, trading and wealth building usually happened on separate venues, and capital often stayed in stablecoins between trades without doing much. Now, the same balance can be used for perps, spot, and institutional-style RWA vaults, so funds remain active inside one environment. For market participants, the platform operates as an exchange and a basic onchain wealth layer at the same time. Grvt is taking a different approach: bringing gated TradFi products onchain, with real-world yield already live. I am investor in @grvt_io.

The carry trade is one of the oldest plays in macro. Borrow where rates are cheap, hold where they're high, pocket the spread. Currency carry just never had a home onchain because almost everything here is dollar-denominated. That's what caught my eye with Tenbin. tBRL and tMXN basically give you tokenized BRL/MXN exposure with a yield tied to their local rates, somewhere around 13-14% on the real. If these end up usable as collateral on eg. Morpho/Euler to borrow USDC, you'd basically have the full trade onchain, the local yield working for you while cheaper dollar debt funds it. And the yield isn't from token emissions. It's generated from the FX side and captured through Tenbin's futures setup, fully backed by USDC.

I've been digging into thUSD by @Theo_Network for a while, and with Season 2 officially launching + a major announcement of a Fidelity International partnership dropping today, this is the right moment to give it a proper breakdown tbh. First — the Fidelity news. @theo_network just partnered with Fidelity International (~$1T AUM). First product: Theo invested $20M into FILQ, Fidelity International's tokenized USD digital liquidity fund, now sitting inside thBILL as a second institutional underlying. Theo is the first RWA project to access their tokenized fund offering. FILQ is also the first tokenized liquidity fund to receive an Aaa-mf assessment from Moody's at launch. To me, this is a clear sign of credibility and trust Theo has built with institutional partners. It's high quality assets and partners that back Theo's products, Standard Chartered, Wellington Management, and now Fidelity International. Now the full breakdown of what you're actually farming: thUSD is a yield-bearing stablecoin backed by physical gold and a delta-hedged gold carry trade. Three things generate the yield: Gold Leasing (2–5%): Physical gold leased to vetted retailers in Grade-A jurisdictions (Singapore, US). Bankruptcy-remote and double-insured through Lloyd's of London. Basis Capture on Gold Futures (3–5%): Theo shorts the equivalent exposure on CME futures, capturing the contango spread (gold trades above spot ~99.5% of the time). Hedges directional gold risk while harvesting the structural spread as yield. Cash-Equivalent Reserves (3.6%): Undeployed dollars sit in thBILL: now backed by both ULTRA (Wellington Management, S&P AAA) and FILQ (Fidelity International, Moody's AAAm-f). The result: 5.5% APY since inception, net of all fees, with an 8.27% average APR backtested across all of 2025: no emissions, no funding rate arb, no DeFi loops. Most yield-bearing stablecoins compress as TVL grows because they rely on crypto-native mechanisms. thUSD taps into the world's deepest commodity market: $250B in average gold futures open interest (40x deeper than BTC), $15T in annual futures volume, and $180B/yr in gold leasing. The strategy can maintain its current yield well past $10B TVL, and that scalability is the core differentiator. S2 is Theo's largest points campaign and the final season before TGE. Three vault options at launch: Core — 6.5% APY Core+ — 7.2% APY Boost — 11% APY All vaults accept thUSD and return sthUSD, so your position keeps earning yield while accruing points. Uniswap LP and Pendle venues roll out post-launch. thUSD sits at approx. $100M TVL rn. That's the entire base competing for S2 rewards. Conservative scenario: 2% of supply at $500M FDV = a $10M reward pool over $100M in deposits → roughly 40%+ APR in points alone over the 3-month season, on top of base yield. Given how RE and USDAI hit $1B FDV early on, $500M is conservative for Theo. Referral program is live: referrers earn a 10% points boost on TVL they bring in (tiered by volume), referees get a 10% boost on sthUSD at deposit. Rewards start accruing after 30 days. You're earning a real, insured, gold-backed yield, now on a Fidelity International-backed foundation, while you wait. Think this is a golden opportunity for farming an airdrop while the market is slow, given how well recent TGEs for similar quality RWA-backed stablecoins have done. I am an investor in @Theo_Network Start earning here using my link: https://t.co/ZtYOEsQ8Nf

I've been digging into thUSD by @Theo_Network for a while, and with Season 2 officially launching + a major announcement of a Fidelity International partnership dropping today, this is the right moment to give it a proper breakdown tbh. First — the Fidelity news. @theo_network just partnered with Fidelity International (~$1T AUM). First product: Theo invested $20M into FILQ, Fidelity International's tokenized USD digital liquidity fund, now sitting inside thBILL as a second institutional underlying. Theo is the first RWA project to access their tokenized fund offering. FILQ is also the first tokenized liquidity fund to receive an Aaa-mf assessment from Moody's at launch. To me, this is a clear sign of credibility and trust Theo has built with institutional partners. It's high quality assets and partners that back Theo's products, Standard Chartered, Wellington Management, and now Fidelity International. Now the full breakdown of what you're actually farming: thUSD is a yield-bearing stablecoin backed by physical gold and a delta-hedged gold carry trade. Three things generate the yield: Gold Leasing (2–5%): Physical gold leased to vetted retailers in Grade-A jurisdictions (Singapore, US). Bankruptcy-remote and double-insured through Lloyd's of London. Basis Capture on Gold Futures (3–5%): Theo shorts the equivalent exposure on CME futures, capturing the contango spread (gold trades above spot ~99.5% of the time). Hedges directional gold risk while harvesting the structural spread as yield. Cash-Equivalent Reserves (3.6%): Undeployed dollars sit in thBILL: now backed by both ULTRA (Wellington Management, S&P AAA) and FILQ (Fidelity International, Moody's AAAm-f). The result: 5.5% APY since inception, net of all fees, with an 8.27% average APR backtested across all of 2025: no emissions, no funding rate arb, no DeFi loops. Most yield-bearing stablecoins compress as TVL grows because they rely on crypto-native mechanisms. thUSD taps into the world's deepest commodity market: $250B in average gold futures open interest (40x deeper than BTC), $15T in annual futures volume, and $180B/yr in gold leasing. The strategy can maintain its current yield well past $10B TVL, and that scalability is the core differentiator. S2 is Theo's largest points campaign and the final season before TGE. Three vault options at launch: Core — 6.5% APY Core+ — 7.2% APY Boost — 11% APY All vaults accept thUSD and return sthUSD, so your position keeps earning yield while accruing points. Uniswap LP and Pendle venues roll out post-launch. thUSD sits at approx. $100M TVL rn. That's the entire base competing for S2 rewards. Conservative scenario: 2% of supply at $500M FDV = a $10M reward pool over $100M in deposits → roughly 40%+ APR in points alone over the 3-month season, on top of base yield. Given how RE and USDAI hit $1B FDV early on, $500M is conservative for Theo. Referral program is live: referrers earn a 10% points boost on TVL they bring in (tiered by volume), referees get a 10% boost on sthUSD at deposit. Rewards start accruing after 30 days. You're earning a real, insured, gold-backed yield, now on a Fidelity International-backed foundation, while you wait. Think this is a golden opportunity for farming an airdrop while the market is slow, given how well recent TGEs for similar quality RWA-backed stablecoins have done. I am an investor in @Theo_Network Start earning here using my link: https://t.co/ZtYOEsQ8Nf

Confidential DeFi is starting to take shape. @Zama launched their app today, making it easier to shield assets and use confidential tokens onchain. The first yield venue for private USDC (cUSDC) goes live on Morpho with Steakhouse. Until now, private capital had limited utility, but now it can be deployed. Confidential infrastructure is gradually becoming part of the DeFi stack.

Confidential DeFi is starting to take shape. @Zama launched their app today, making it easier to shield assets and use confidential tokens onchain. The first yield venue for private USDC (cUSDC) goes live on Morpho with Steakhouse. Until now, private capital had limited utility, but now it can be deployed. Confidential infrastructure is gradually becoming part of the DeFi stack.

Okay, it’s still early in @DeFiSaver's rewards S1 The leaderboard is starting to take shape, but there’s plenty of time to catch up. With 10 days left, both perp volume and DeFi activity can still move you up meaningfully. With Hyperliquid now integrated, you can run perps alongside lending strategies across Aave, Spark, Morpho, Compound, Liquity, and Fluid, all in one place. No need to jump between apps. Also worth noting: @HyperliquidX alerts just went live, so you can track liquidation risk or safety in real time via Telegram, email, or in-app.

If I had $100k in crypto now, I would: 1. Try to find a job in crypto. Ideally, something with a good part of the compensation as equity/tokens. Something in the intersection of AI/stablecoins/perps/RWA (if possible). 2. Build a Twitter audience and get a network here. Might get in handy when things are booming again, which is why it's the perfect time to start tbh. 3. If you can move to a place where the cost of living is low, that’s great. But I’d argue that having the right people around you matters more. 4. Allocate maybe like $70k in strong alts of this cycle. Some suggestions in my pinned tweet. If you believe in the 4-year cycle, maybe the best time to do so is between now and October, but maybe this time is different? $HYPE already had a great run on its own. I expect it to continue. 5. You’re going to earn something on your job as well, use this to cover your rent and IRL expenses. And if you have some surplus, you could ape these into 6). 6. The last $30k you could rotate around in perp protocols (hopefully grind some volume for a meaningful airdrop or two). In general, try to be where the money is. Get your hands on different games with small amounts to get a “feel” of what you’re good at. Could be DeFi strategies, perps, trench coins++. NFA. DYOR.

On DeFi Saver, which is one of the OG DeFi protocols from 2019, you can run your entire DeFi strategy in a single interface, and for the next 2 weeks, you can get rewarded for it too. With @HyperliquidX integrated directly, you can open and manage perp positions without leaving the app, while also combining lending, spot exposure, and leveraged strategies in one place. You can move between protocols like Aave, Spark, Morpho, Compound, Liquity, and Fluid, while hedging or trading perps on Hyperliquid. As an example, you could: 1. Deposit ETH into AAVE 2. Borrow USDC to buy more ETH (effectively looping it). Repeat x number of times, depending on what you feel comfortable with 3. Hedge your position on Hyperliquid with an equally sized ETH short to farm basis or pair it with a beta neutral perp position, eg, short BTC (not market neutral) The opportunities are many on @DeFiSaver tbh. For those who have been in crypto for a long time, remember that DeFi Saver's services have helped users through many cycles already. And now they’re running a $25,000 rewards campaign for Season 1 (June 8–21), where both perp trading and DeFi actions across these protocols count toward your ranking. The scoring system favors profitable activity, not just volume, which makes structured strategies like carry or delta-neutral setups more competitive, which is why a beta-neutral position might be smarter. Can be tried here: https://t.co/wkxpe9zFTH

Been using the Velvet beta over the past few days, and the main value so far is tracking smart wallet activity and seeing signals a bit earlier, which helps spot moves before they spread across CT. CopyTrade is also built in, making it easier to stay exposed without needing to manage everything manually. - Up to 100% cashback on fees - $VELVET rewards - Smart wallet + KOL tracking across 13M+ wallets - Trading across Solana, Base, Hyperliquid, BNB, and more

Crypto is just so different now than it used to be. Things changed in 2024 with the ETF flows. From trading against retail, we’re now trading against professional institutions. Well, I guess this is why altcoins became so insanely popular in the autumn of 2024 (SPX, GOAT, FARTCOIN ++), because the crypto class of 17’ and 21’ was so tired of losing their edge on altcoins, that they had to go somewhere where the new TradFi players weren’t looking (memecoins). We are in the middle of a big change rn. People are not aping altcoins en masse anymore. Instead, we’ve had a rotation to quality altcoins (HYPE, ZEC, NEAR), and this is probably a trend that I could see lasting. What shapes crypto going forward? No doubt that what Saylor does has an impact on the industry. I am by no means an expert on this, but IMO it is not positive that Saylor alone soon owns 5% of the BTC supply. And the same situation we’re seeing with Tom Lee and Ethereum. Smart people are fading ETH and have done that for a very long time. Even the Bankless guys have sold their ETH, but I don’t find it especially interesting to buy it myself. It feels outdated. Hyperliquid is much more exciting.

Crypto is just so different now than it used to be. Things changed in 2024 with the ETF flows. From trading against retail, we’re now trading against professional institutions. Well, I guess this is why altcoins became so insanely popular in the autumn of 2024 (SPX, GOAT, FARTCOIN ++), because the crypto class of 17’ and 21’ was so tired of losing their edge on altcoins, that they had to go somewhere where the new TradFi players weren’t looking (memecoins). We are in the middle of a big change rn. People are not aping altcoins en masse anymore. Instead, we’ve had a rotation to quality altcoins (HYPE, ZEC, NEAR), and this is probably a trend that I could see lasting. What shapes crypto going forward? No doubt that what Saylor does has an impact on the industry. I am by no means an expert on this, but IMO it is not positive that Saylor alone soon owns 5% of the BTC supply. And the same situation we’re seeing with Tom Lee and Ethereum. Smart people are fading ETH and have done that for a very long time. Even the Bankless guys have sold their ETH, but I don’t find it especially interesting to buy it myself. It feels outdated. Hyperliquid is much more exciting.

Crypto is just so different now than it used to be. Things changed in 2024 with the ETF flows. From trading against retail, we’re now trading against professional institutions. Well, I guess this is why altcoins became so insanely popular in the autumn of 2024 (SPX, GOAT, FARTCOIN ++), because the crypto class of 17’ and 21’ was so tired of losing their edge on altcoins, that they had to go somewhere where the new TradFi players weren’t looking (memecoins). We are in the middle of a big change rn. People are not aping altcoins en masse anymore. Instead, we’ve had a rotation to quality altcoins (HYPE, ZEC, NEAR), and this is probably a trend that I could see lasting. What shapes crypto going forward? No doubt that what Saylor does has an impact on the industry. I am by no means an expert on this, but IMO it is not positive that Saylor alone soon owns 5% of the BTC supply. And the same situation we’re seeing with Tom Lee and Ethereum. Smart people are fading ETH and have done that for a very long time. Even the Bankless guys have sold their ETH, but I don’t find it especially interesting to buy it myself. It feels outdated. Hyperliquid is much more exciting.

Solstice is basically Solana’s yield layer: top 3 by TVL for delta‑neutral products (over $400m), 3 years of net positive revenue, a 6.6 Sharpe, and $2m+ already paid out to users. $USX is their Solana‑native dollar at the base of the stack, overcollateralized and plugged into Kamino, Loopscale, Raydium, Orca ++ so you can loop and build more advanced yield setups. If you lock $USX into YieldVault, you get eUSX back, and then you can shuffle that across Solana DeFi to stack YieldVault performance, LP fees, partner incentives, and Flares (which all feed into the SLX airdrop). On the credit side, strcUSX brings a Nasdaq‑listed credit instrument on‑chain, so you basically get access to the Saylor yield product in a Solana wrapper imo. SLX is @solsticefi governance + access key with 1B fixed supply, no VC allocation, and the TGE (token launch) is today. If you stake it you get priority vault access and instant eUSX redemptions, which is nice for people with size.

Since this post: HYPE: +61% TAO: -9% NEAR: +77% LIT +36% PUMP: +8% ZEC: +151% MON: +4% MEGA: -31% Equally weighted: 36,8% Atm feeling most insecure about MEGA and PUMP. Highest conviction currently: HYPE, LIT, NEAR (ZEC but it has already had a solid run?). TAO comeback soon?

The @alloranetwork is building a decentralized market for intelligence. ML models compete on performance to deliver predictive signals. With clear applications across DeFi and prediction markets. As accuracy compounds, the network improves over time. Happy to partner with Allora on this innovative approach.

We’re all mapping opportunities for 2026, and one shift feels increasingly obvious: privacy is becoming a first-order requirement in crypto. Both retail and institutions are demanding it. That’s why @zama looks uniquely well-positioned. Blockchains are transparent by default, and that exposes users and institutions to value leakage, front-running and targeted attacks (eg. people being hunted on Hyperliquid). With the Zama Protocol, onchain activity can be encrypted by design using FHE. And ERC-7984 (confidential tokens) lets anyone issue, trade, and manage assets confidentially on any blockchain, enabling private balances, private transfers, and real confidential on/off-ramps.

Pretty based price action for $RAVE. Up 85% over the last 24h. Built on Base and supported by an ecosystem of 50+ Web2 and Web3 partners, the project is seeing strong financial growth: $1.3M revenue in 2024, $3M in 2025, and projections exceeding $7M by 2026. With backing from CZ, Aster, Jesse (Base), WLFI, Trump Jr++, and listings across top exchanges, momentum continues to build. Partnered up with @RaveDAO to bring some awareness to this.

"In your loan application here you said that you wanted to use Fartcoin as collateral for your mortgage. Could you expand more on that?" https://t.co/6cURvZFnAR

RaveDAO is a community-owned entertainment protocol merging onchain culture and real-life music events. Recently they featured one of the biggest DJs, Charlotte de Witte, in Singapore. With over 100K attendees across 20+ global events, it bridges Web3 and real-world adoption. Built on Base with 50+ Web2 and Web3 partners and has real revenue with $1.3M in 2024, $3M in 2025 and $7M+ projected for 2026. Supported by CZ, Aster, Jesse from Base, WLFI, Trump Jr++ and listed on all the biggest exchanges. Partnered up with @RaveDAO to bring some awareness to this.

RaveDAO is a community-owned entertainment protocol merging onchain culture and real-life music events. Recently they featured one of the biggest DJs, Charlotte de Witte, in Singapore. With over 100K attendees across 20+ global events, it bridges Web3 and real-world adoption. Built on Base with 50+ Web2 and Web3 partners and has real revenue with $1.3M in 2024, $3M in 2025 and $7M+ projected for 2026. Supported by CZ, Aster, Jesse from Base, WLFI, Trump Jr++ and listed on all the biggest exchanges. Partnered up with @RaveDAO to bring some awareness to this.

Some crypto narratives I am interested in going into 2026: -Neobanks -Stablecoins (TradFi implementation and rails) -Undercollateralized lending (hopefully) -Privacy -Prediction markets -Perp DEXes -TradFi DeFi (low risk yield) -Sports betting -RWA -Tokenization for OTC platforms -Chain abstraction (shouldn't matter what chain you are on) -AI

After listing at Bithumb a couple of days ago $BOB increased 150%, still up 100% since then. BOB offers 1-click BTCFi deposits, withdrawals, and staking across 11+ chains, giving 15,000+ dapps access to native BTC liquidity and user base. Only 0.4% of Bitcoin’s $1.8T market cap is in true Bitcoin DeFi versus 30% for Ethereum. BTC DeFi is the most clear opportunity for its unrealized potential. I am an investor in @build_on_bob.

Since 2021, @Polytrade_fin has built the largest RWA marketplace globally covering 90%+ of all public tokenized RWAs. With this announcement, institutional investors now get something the market has been missing: a dedicated blockchain for real estate, backed by a real distribution engine and a global network of issuers, capital providers, and partners. Integra already works with asset managers overseeing $12B in real estate across the US and UAE. If even 50% of this goes on-chain ($5B), and we assume a conservative 10% rental yield, that’s ~$500M in annual rental flows. As an asset specific L1 launching its own stablecoin, Integra can capture revenue from the stablecoin float, a business model uniquely aligned with real-world cashflows. Partnering with Polytrade gives @Integra_layer something no other chain has at launch: distribution, assets, and institutional credibility. Partnered up with Integra to bring some awareness to this.

Posted this in my TG channel back in January. Fartcoin down 90% since this (obviously). https://t.co/1Mhjlaj7Ol

A second airdrop is already scheduled for Monday (Monad mainnet day), with no cliff and no lock. The team also hinted at more partners, integrations, and additional reward layers that will roll out after mainnet. Both liquid staking and dex aggregator products will be live on Day 1. aPriori, a project I have invested in, is building the first high-frequency trading platform, and their team comprises ex-Jump, Citadel, Amber, Flow Traders, and Coinbase, and had investors in the latest raise from Pantera and Hashkey, among others.

Nest is the foundation of Plume’s DeFi ecosystem, launching with 1% of the total PLUME token supply reserved for early participants. Every DeFi activity now earns Plume Nest Points (PNP), redeemable for $PLUME tokens. The campaign runs from November to March, and will scale the liquidity across the RWAfi landscape. I am an investor in @plumenetwork.

If I had $10,000 in crypto right now, I would -Max farm perp DEXes: HL, Lighter, Paradex, Extended, EdgeX, Pacifica++. Focus on low OI coins and do delta neutral between the DEXes. -In general, focus on airdrop farming: remember the Plasma sale. Accounts got $9k in an airdrop even if they allocated as low as $1 into the sale. -Try to join the MegaETH sale with $2,650 -Polymarket: provide liquidity and take small bets daily to make volume with the focus on breaking even. Focus on bets that resolve quickly to create massive volume. -Make a good Twitter account, play the long-term game, and only write about good projects if you participate in InfoFi. -Build up your presence on Twitter, and use that leverage to apply for a web3 job -Join Kaito, Cookie, Ethos, Wallchain etc., and join campaigns where you're paid to post about quality projects -Build a tight group with friends in here that you can discuss trades and strategies with. I would say 4-8 people max. Everyone in the group should have an edge in some form and be active.

If I had $10,000 in crypto right now, I would -Max farm perp DEXes: HL, Lighter, Paradex, Extended, EdgeX, Pacifica++. Focus on low OI coins and do delta neutral between the DEXes. -In general, focus on airdrop farming: remember the Plasma sale. Accounts got $9k in an airdrop even if they allocated as low as $1 into the sale. -Try to join the MegaETH sale with $2,650 -Polymarket: provide liquidity and take small bets daily to make volume with the focus on breaking even. Focus on bets that resolve quickly to create massive volume. -Make a good Twitter account, play the long-term game, and only write about good projects if you participate in InfoFi. -Build up your presence on Twitter, and use that leverage to apply for a web3 job -Join Kaito, Cookie, Ethos, Wallchain etc., and join campaigns where you're paid to post about quality projects -Build a tight group with friends in here that you can discuss trades and strategies with. I would say 4-8 people max. Everyone in the group should have an edge in some form and be active.

Phase 2 of the FIGHT ICO just went live on @Solana. The first round on @BNBCHAIN saw high demand with 21x oversubscription. Participants who have been staking $HOLO on the Holoworld launchpad will receive prioritized allocations. Wrote more about FIGHT here: https://t.co/MOhXBTnfQv Partnered with @JoinFightID to bring some awareness to this.

If I had $10,000 in crypto right now, I would -Max farm perp DEXes: HL, Lighter, Paradex, Extended, EdgeX, Pacifica++. Focus on low OI coins and do delta neutral between the DEXes. -In general, focus on airdrop farming: remember the Plasma sale. Accounts got $9k in an airdrop even if they allocated as low as $1 into the sale. -Try to join the MegaETH sale with $2,650 -Polymarket: provide liquidity and take small bets daily to make volume with the focus on breaking even. Focus on bets that resolve quickly to create massive volume. -Make a good Twitter account, play the long-term game, and only write about good projects if you participate in InfoFi. -Build up your presence on Twitter, and use that leverage to apply for a web3 job -Join Kaito, Cookie, Ethos, Wallchain etc., and join campaigns where you're paid to post about quality projects -Build a tight group with friends in here that you can discuss trades and strategies with. I would say 4-8 people max. Everyone in the group should have an edge in some form and be active.

If I had $10,000 in crypto right now, I would -Max farm perp DEXes: HL, Lighter, Paradex, Extended, EdgeX, Pacifica++. Focus on low OI coins and do delta neutral between the DEXes. -In general, focus on airdrop farming: remember the Plasma sale. Accounts got $9k in an airdrop even if they allocated as low as $1 into the sale. -Try to join the MegaETH sale with $2,650 -Polymarket: provide liquidity and take small bets daily to make volume with the focus on breaking even. Focus on bets that resolve quickly to create massive volume. -Make a good Twitter account, play the long-term game, and only write about good projects if you participate in InfoFi. -Build up your presence on Twitter, and use that leverage to apply for a web3 job -Join Kaito, Cookie, Ethos, Wallchain etc., and join campaigns where you're paid to post about quality projects -Build a tight group with friends in here that you can discuss trades and strategies with. I would say 4-8 people max. Everyone in the group should have an edge in some form and be active.

BNB pumped from $700 to $1400 over the past two months (now retraced a bit), and the BNB ecosystem projects have largely been the top performers because of this. Velvet offers an edge for anybody looking to trade in the BNB trenches with analytics, AI and a trading terminal. It is backed by YZi Labs, and $Velvet is native to BNB. I am an investor in the project.

Some more thoughts on the @megaeth_labs sale: The final price will be $999M FDV, there's no doubt about that. Which means the total raise will be $50m. If the sale becomes 20× oversubscribed the allocation will be adjusted accordingly by the team. So 186k/20 = 9,3k. But then you have to adjust for people owning MegaETH culture NFTs, punks, pudgys, miladies, people on the @KaitoAI leaderboard, DeFi OGs ++ The open bidding period starts at 1pm UTC on October 27th and runs for 72 hours. At first I was thinking, since we have 72 hours, you could just wait to see how oversubsribed it will be, before you drop your allo. But I have a feeling that they will give allocations based on how much you comitted. Let me give you an example: let's say the sale is 20x oversubscribed and there is only 1 hour left of the sale, you decide to drop 10k only since you don't expect to get more. Well, what if they decide to divide it pro-rata, so that allocated amount gets divided on 20, so 10k/20 = $500 allocation (then adjusted to min cap which is $2,500 or so). @0xBreadguy said in a tweet: "If you bid and don't get full allo you still get back your money during refund period. Better question is which outcome would you regret more? You allocate $5k and get $5k, wondering if you would have received $100k, or You allocate $100k and get $5k, knowing it was outside your control at that point. Not everyone will get the allo they want but we'll try to get the right people involved". I guess the biggest question for everyone right now is: if invest 10k and get 9,3k allocated...would i get more if i invested 50k, 100k or even the full 186k? @onchainmo writes: "I’ve already heard from several people that they and their entire extended families will be participating in the sale (yes, KYC is an extra hurdle, but not a real barrier for sybils). But I’m confident the team will filter well using things like social reputation, on-chain activity etc." The sale will definitely be crowded AF, and based by how "hassle" it is for most people to set up Echo + Sonar, I hope we filter out a lot of people that way.

$CPOOL up almost 100% on the Upbit listing, now retracing a bit, but still up significantly. On top of that, @ClearpoolFin is resuming their buyback program. Bullish for my bags. https://t.co/Fby04boVg0

BREAKING: COINBASE REBRANDS TO COBIEBASE AFTER STRIKING $375M DEAL FOR CRYPTO-INVESTING PLATFORM ECHO: WSJ

Think this is a good thesis. $PROVE is also one of the few projects that is actually higher vs its price before the Black Friday crash on October 10th. ZK and privacy narrative is on the rise. Bullish @SuccinctLabs.

STBL has adopted Wormhole’s Native Token Transfers (NTT) to bring its USD-pegged stablecoin, USST, natively to Ethereum and BNB Chain, expanding its multichain presence. The STBL protocol introduces a modular approach by separating stability, yield, and governance into three distinct tokens: USST, the stablecoin; YLD, the yield claim token; and @stbl_official, the governance token.

Kernel is emerging as one of DeFi’s most complete ecosystems, with over $2.4 billion in TVL across its products. Kelp, its leading LRT on $ETH, ranks second in the category, with rsETH integrated into Aave, Morpho, and Linea. Gain is preparing to launch stablecoin vaults offering yields above 20% APR, while Kernel Infra already supports 150 million dollars in restaking infrastructure on BNB. The next phase is KRED, the Internet of Credit, a scalable on-demand credit layer that enables instant and borderless real-world payments. Its foundation, KUSD, will be the first rewards-bearing stablecoin backed by real-world receivables. The Ethereum Foundation and Chainlink Members have also collaborated on this one infrastructure upgrade. With stablecoins surpassing $300 billion mcap and processing over $43 trillion in monthly settlement volume, KernelDAO now targets the $220 trillion short-term credit market that powers “buy-now-pay-later”, supply-chain finance, and global remittances. The Stablecoin is poised to yield 15-20% APR from institutional repayments which can add up to 50% APR through looping. Each product, including Kelp, Gain, Kernel Infra, and KRED, channels value into the $KERNEL token, positioning it to capture a significant share of the new Internet of Credit narrative. I am an investor in the project.

Kernel is emerging as one of DeFi’s most complete ecosystems, with over $2.4 billion in TVL across its products. Kelp, its leading LRT on $ETH, ranks second in the category, with rsETH integrated into Aave, Morpho, and Linea. Gain is preparing to launch stablecoin vaults offering yields above 20% APR, while Kernel Infra already supports 150 million dollars in restaking infrastructure on BNB. The next phase is KRED, the Internet of Credit, a scalable on-demand credit layer that enables instant and borderless real-world payments. Its foundation, KUSD, will be the first rewards-bearing stablecoin backed by real-world receivables. The Ethereum Foundation and Chainlink Members have also collaborated on this one infrastructure upgrade. With stablecoins surpassing $300 billion mcap and processing over $43 trillion in monthly settlement volume, KernelDAO now targets the $220 trillion short-term credit market that powers “buy-now-pay-later”, supply-chain finance, and global remittances. The Stablecoin is poised to yield 15-20% APR from institutional repayments which can add up to 50% APR through looping. Each product, including Kelp, Gain, Kernel Infra, and KRED, channels value into the $KERNEL token, positioning it to capture a significant share of the new Internet of Credit narrative. I am an investor in the project.