Crypto & equities trader. Investor. First principles over consensus

Joined May 2016
Bitcoin is going to $200k And there's nothing you can do about it
Buy at $50k - $64k Sell at $170k - $190k It really is that simple
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Xremlin retweeted
Wall Street is coming onchain 2027 is the year of tokenization Protocols positioned to win: $HYPE - @HyperliquidX $LINK - @chainlink $UNI - @Uniswap $ENA - @ethena $AAVE - @aave $ONDO - @OndoFinance $LIT - @Lighter_xyz $AERO - @aeroxyz $RAY - @Raydium $DRV - @DeriveXYZ $PENDLE - @pendle_fi $BP - @Backpack
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Wall Street is coming onchain 2027 is the year of tokenization Protocols positioned to win: $HYPE - @HyperliquidX $LINK - @chainlink $UNI - @Uniswap $ENA - @ethena $AAVE - @aave $ONDO - @OndoFinance $LIT - @Lighter_xyz $AERO - @aeroxyz $RAY - @Raydium $DRV - @DeriveXYZ $PENDLE - @pendle_fi $BP - @Backpack
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12,864
Xremlin retweeted
Revenue means nothing if it doesn’t reach holders These protocols are actually buying back their tokens Top 15 by buybacks: $PONS - @Ponsdotfamily $PUMP - @Pumpfun $EDGE - @edgeX_exchange $RAY - @Raydium $CAKE - @PancakeSwap $LDO - @LidoFinance $LIT - @Lighter_xyz $HYPE - @HyperliquidX $UNI - @Uniswap $SKY - @SkyEcosystem $JUP - @JupiterExchange $VVV - @AskVenice $LINK - @chainlink $RENDER - @rendernetwork $NEAR - @NEARProtocol
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Revenue means nothing if it doesn’t reach holders These protocols are actually buying back their tokens Top 15 by buybacks: $PONS - @Ponsdotfamily $PUMP - @Pumpfun $EDGE - @edgeX_exchange $RAY - @Raydium $CAKE - @PancakeSwap $LDO - @LidoFinance $LIT - @Lighter_xyz $HYPE - @HyperliquidX $UNI - @Uniswap $SKY - @SkyEcosystem $JUP - @JupiterExchange $VVV - @AskVenice $LINK - @chainlink $RENDER - @rendernetwork $NEAR - @NEARProtocol
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Data from @DefiLlama % of supply bought / yr = (last 30d buybacks × 12) ÷ circulating market cap Only protocols with >$100M market cap Protocols that pass bought tokens to stakers are excluded
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877
Xremlin retweeted
$ZEC went vertical Now everyone thinks privacy = ZEC The sector’s way bigger than that: Privacy coins $ZEC - @Zcash $XMR - @monero $ZANO - @zano_project $ARRR - @PirateChain Large-caps with a privacy layer $LINK - @chainlink $NEAR - @NEARProtocol Shielded pools / Private DeFi $RAIL - @railgun_project $MASK - @nullmaskio Confidential compute $ZAMA - @zama $RLC - @iEx_ec $ARX - @ArciumHQ $NIL - @nillion Privacy-first L1s / App chains $NIGHT - @MidnightNtwrk $BDX - @BeldexCoin $ZEN - @horizenglobal $ROSE - @OasisProtocol Payment coins with optional mixing litecoin:native - @litecoin $DASH - @Dashpay decred:native - @decredproject
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$ZEC went vertical Now everyone thinks privacy = ZEC The sector’s way bigger than that: Privacy coins $ZEC - @Zcash $XMR - @monero $ZANO - @zano_project $ARRR - @PirateChain Large-caps with a privacy layer $LINK - @chainlink $NEAR - @NEARProtocol Shielded pools / Private DeFi $RAIL - @railgun_project $MASK - @nullmaskio Confidential compute $ZAMA - @zama $RLC - @iEx_ec $ARX - @ArciumHQ $NIL - @nillion Privacy-first L1s / App chains $NIGHT - @MidnightNtwrk $BDX - @BeldexCoin $ZEN - @horizenglobal $ROSE - @OasisProtocol Payment coins with optional mixing litecoin:native - @litecoin $DASH - @Dashpay decred:native - @decredproject
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7,140
Xremlin retweeted
Revenue is the new narrative Crypto’s finally at the point where earnings matter Top 12 protocols by P/E: $PUMP - @Pumpfun $MET - @MeteoraAG $RAY - @Raydium $ORCA - @orca_so $LDO - @LidoFinance $SKY - @SkyEcosystem $LIT - @Lighter_xyz $ETHFI - @ether_fi $SYRUP - @maplefinance $JUP - @JupiterExchange $CAKE - @PancakeSwap $HYPE - @HyperliquidX
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Revenue is the new narrative Crypto’s finally at the point where earnings matter Top 12 protocols by P/E: $PUMP - @Pumpfun $MET - @MeteoraAG $RAY - @Raydium $ORCA - @orca_so $LDO - @LidoFinance $SKY - @SkyEcosystem $LIT - @Lighter_xyz $ETHFI - @ether_fi $SYRUP - @maplefinance $JUP - @JupiterExchange $CAKE - @PancakeSwap $HYPE - @HyperliquidX
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* Data from @DefiLlama * Forward P/E: market cap ÷ (last 30d earnings × 12) * Only protocols with > $100M market cap * Top 4 are all on Solana because of the recent onchain season; on full-year earnings they’d look less cheap
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Xremlin retweeted
Top 3 Across 10 Sectors: Privacy: $ZEC, $XMR, $ZAMA Perp DEX: $HYPE, $LIT, $ASTER Private AI: $VVV, $NEAR, ethereum:0x6c5ba91642f10282b576d91922ae6448c9d52f4e RWA Infrastructure: $PLUME, $LINK, $CFG AI Inference: $ORBIO, solana:nosXBVoaCTtYdLvKY6Csb4AC8JCdQKKAaWYtx2ZMoo7, $SURPLUS Tokenization: $ONDO, $BP, $UNI DePIN: solana:rndrizKT3MK1iimdxRdWabcF7Zg7AR5T4nud4EkHBof, $FIL, $PEAQ AI Infrastructure: $TAO, $0G, $IO DeFi: $UNI, $PENDLE, $AAVE Onchain: $PUMP
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Top 3 Across 10 Sectors: Privacy: $ZEC, $XMR, $ZAMA Perp DEX: $HYPE, $LIT, $ASTER Private AI: $VVV, $NEAR, ethereum:0x6c5ba91642f10282b576d91922ae6448c9d52f4e RWA Infrastructure: $PLUME, $LINK, $CFG AI Inference: $ORBIO, solana:nosXBVoaCTtYdLvKY6Csb4AC8JCdQKKAaWYtx2ZMoo7, $SURPLUS Tokenization: $ONDO, $BP, $UNI DePIN: solana:rndrizKT3MK1iimdxRdWabcF7Zg7AR5T4nud4EkHBof, $FIL, $PEAQ AI Infrastructure: $TAO, $0G, $IO DeFi: $UNI, $PENDLE, $AAVE Onchain: $PUMP
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Xremlin retweeted
Think it's clear now which sectors win this cycle - Privacy - Revenue coins - Tokenization / RWA - Private AI / Inference - Memecoins Which ones are you in?
27%Privacy
18%Revenue
34%AI
20%Memecoins
44 votes • Final results
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5,876
Think it's clear now which sectors win this cycle - Privacy - Revenue coins - Tokenization / RWA - Private AI / Inference - Memecoins Which ones are you in?
27%Privacy
18%Revenue
34%AI
20%Memecoins
44 votes • Final results
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5,876
Nobody is ready for this A pullback that scares the shit out of everyone Exactly what happened in 2023 Generational entry for anyone sidelined
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Xremlin retweeted
RHC is still ridiculously early A few alts can grow into billions My top 6 rn based on tech, team, and roadmap A: $ORBIO Marketplace + API gateway for discounted AI inference credits Hold/stake ORBIO → earn CREDIT → trade or activate → spend on AI inference B: $INDEX Index is a growing tokenized asset ecosystem: Indices turns protocol fees into stock rewards, buybacks, or liquidity; Blend lets anyone build and trade ETF-like baskets; Revenue across the ecosystem flows back into INDEX C: $UBIK Product not revealed yet — appears to be a persistent data/memory layer for AI agents that pulls context across platforms and serves it back when needed Built by @aixbt_agent dev D: $ZZZ The coordination layer for AI agents & humans, members propose ideas, AI turns them into structured tasks, and humans or agents execute them GMX dev behind it E: $PRISM RWA marketplace + DEX for finding and trading tokenized stocks, treasuries, gold, real estate etc., with asset verification, aggregated liquidity/routing, and LP rewards built in F: $PROLOGUE A Uniswap v4 DEX where each asset pair gets its own market logic, protocol dynamically adjusts swap fees depending on volatility, time and market sentiment, pricing risky assets more efficiently
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RHC is still ridiculously early A few alts can grow into billions My top 6 rn based on tech, team, and roadmap A: $ORBIO Marketplace + API gateway for discounted AI inference credits Hold/stake ORBIO → earn CREDIT → trade or activate → spend on AI inference B: $INDEX Index is a growing tokenized asset ecosystem: Indices turns protocol fees into stock rewards, buybacks, or liquidity; Blend lets anyone build and trade ETF-like baskets; Revenue across the ecosystem flows back into INDEX C: $UBIK Product not revealed yet — appears to be a persistent data/memory layer for AI agents that pulls context across platforms and serves it back when needed Built by @aixbt_agent dev D: $ZZZ The coordination layer for AI agents & humans, members propose ideas, AI turns them into structured tasks, and humans or agents execute them GMX dev behind it E: $PRISM RWA marketplace + DEX for finding and trading tokenized stocks, treasuries, gold, real estate etc., with asset verification, aggregated liquidity/routing, and LP rewards built in F: $PROLOGUE A Uniswap v4 DEX where each asset pair gets its own market logic, protocol dynamically adjusts swap fees depending on volatility, time and market sentiment, pricing risky assets more efficiently
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Bitcoin is going to $200k And there's nothing you can do about it
Bitcoin is going to $200k And there's nothing you can do about it
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