VDDT

For my first article, I thought I would go with something close to my heart. The more I research tokenisation, the more convinced I become about this opportunity.

Jensen leaving completely is huge. He was the main driver of innovation and vision for the entire company, and to not have him on board in any capacity is tremendously significant. #Nvidia

wicked through my stop loss overnight. Back in at $162. $NVDA is more than one person and i think the Jense leaving has mostly been priced in here.

The volume this will generate will send Mask to mid 9 figures

This is part of why you should be bearish on 99.9% of launchpads on Sol. Any “edge” one might have just gets eaten up by the reliable protocols that have the capital to make a better product. Whilst the protocols increase their bottom line revenue and become better holds.

Been saying for a while that solana:HuAXPyDWDaMYFKuwQHpqL1oPnj93zdzWmtvFGzCeCUa7 is fundamentally undervalued, this proves it right here. Operational for only 2 weeks, yet dominating the 30d revenue for privacy protocols. Almost double the next best, yet 7x lower? You have to imagine a repricing comes soon. The asymmetric opportunity at this rate is too great. @NullMaskio

I think the fundamental reason why solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE lost compared to solana:HuAXPyDWDaMYFKuwQHpqL1oPnj93zdzWmtvFGzCeCUa7 is why Launchpads should be taken with a pinch of salt. Generational and vitally important premise, yet if they don't attract the volume, there's nothing to prop the price up. Meanwhile, solana:HuAXPyDWDaMYFKuwQHpqL1oPnj93zdzWmtvFGzCeCUa7 continues to consistently generate revenue and fees. Price stabled and looks ready to leg up

Been in a deep investment rabbit hole all weekend. My research can be summarised in 2 points. 1. There is A LOT of garbage tokens out there. Like absolutely worthless. Many that I thought were good. 2. There are a few out there that should be a minimum of 20x higher than what they are.

Looking a lot more into alternative L1's that might benefit from the tokenisation trade. sui:native looks very undervalued here given its fundamentals. Any specific reason why it is -80% from ATH?

This is why pump will never be topped. The capital they have and the product set they have just means any new trend they can pivot to and take over market share. Complain all you want, and they undoubtedly have a negative influences and have taken for the ecosystem as well as given, but as a revenue machine they are undeniably excellent

Such a shame everything is down because otherwise solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE would be at ATH for sure

Ok this is wild

I first called solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE on September 30th, at a $600k market cap. Since then, the platform has continued expanding its feature set, turning into potentially the most undervalued token on Solana. - Loans against tokens, without liquidations - Lock & Earn with trading-fee rewards - Buyer rewards - Social Trading Wars - King of the Hill - Custom, editable and DAO-controlled hooks - The ability to combine multiple token rules - New trading restrictions and anti-dump mechanisms - Expanded to 44 programmable rules. - Paired tokens. - Idea submission page The part I find most exciting is that fee-generating trading activity across all these products feeds back into solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE buybacks and burns. Part of why we have seen launchpads die in the past is their inability to generate revenue when the new token fever dies down. It is my belief that solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE has made significant moves to protect this situation. The team at @Hoookedpad just continues to build. My belief is that on this pace, this is a 9-figure asset lurking at a $9m market cap.

solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx had its lowest revenue for 6 weeks at $256k. Understandable for a business based on revenue, that when their revenue goes down so does their price. HOWEVER If they had a full year with this daily revenue, they would have made $93.4m in annual revenue. With a market cap of $140m. And 60% buybacks. solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx isn't going away anytime soon with these numbers.

Would not be surprised if solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL starts making big moves to the upside here. - Exceptionally ran company and wonderful product set - 10% of supply staked. Currently 24% APY in USDC. - Capturing liquidity from tokenisation and memecoins - DLMM Pro incoming - $62m in revenue in the last 30 days Furthermore, it is still 60% from ATH. Definitely one to watch as the tokenisation trend continues to accelerate

J.P. Morgan expanding their reach into tokenisation. The $77.1m increase is well above the next highest at $44.5M from Superstate This also comes after they announced they are helping Solana with developing a new system to allow trade settlements for institutions in seconds As more traditional assets move on-chain, the capital and activity surrounding them will follow. Source: @tokenterminal