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gn tweet
Been a while since last gn tweet (although the one in the QT is not the last one I believe), however there is too little and too much to talk about, things are getting very busy at @chaos_labs (as you may notice from the increasing number of updates about Chaos AI) and nothing on the market is out-of-this-world interesting, so here's a quick list:
1) "Cheap" new tokens
This worked like wonders until now, H, ELX, BIO playing out as well, although I've a quite higher target on the last that hopefully will get filled.
Essentially, with a lot going on, a lot of tokens are left for dead (remember those 3 months where everybody was posting the spreadsheet of new Binance launches at -90% in a week/month?). Those are the tokens you kind of want to look out for.
The more pristine the best (easy access, perps, very angry community/people, raised a lot compared to valuation, "good" backing...). I'm up some on BIO but I think it's still the best candidate between the others I've observed.
In all honesty, it could very well end up with a STRK-like pa, but I don't think so.
An eye on GAIA too, although I like it much much less.
2) ETH 4000$+ yay
Celebrating like everybody else, would also keep an eye on ETC for the usual scam pump at the end of the cycle. Since the move is driven by ETF flows and tradfi money (among others) I'm not expecting it to exhaust super fast, so I'm still riding it rn.
3) Good DeFi
Boros disbelievers have had their faces melted already, imo if Boros is going to be a full success it's potentially going to be even bigger than Pendle itself.
It's hard to make a case for Pendle in the short term, as it's quite green this week already, but let's put it this way: if I thought that the market, ETH and DeFi were going to do good, Pendle would always be between my prime candidates to bid.
Honorable mention to Gammaswap which (finally) launched gETH with very interesting yields on ETH.
Looking forward to see how much this can scale and how much it's going to get adopted.
Euler and Fluid also doing good, but Euler I'm fully out and Fluid it's going to be interesting to see what they deliver with the v2, I'm a bit skeptical of the direction (doubling down) but we'll see.
I like Ekubo too, chart is really hornt.
4) NFT Tokens
As mentioned multiple times, the flagbearer here is PENGU and my horses were CULT (just tped all of it), DOOD (I'm slightly above be), ANIME (I'm slightly in the green, there's something going on with Azuki and a Netflix series I think? not sure).
I'm not sure how much more there is to give on this narrative, but think there's a bit more of juice.
5) CTCs
Brief mention about CTCs, the right side to play them is tradfi, not crypto, if you don't have access to tradfi then let them be, at most you can look at them one by one and understand which can really cook some interesting pa on the crypto side if coupled with good winds for the market (ENA) and which ones are nothing burgers (99.5% of them).
6) PreStocks
Just a quick note, they've some interesting things going on there, like Anduril, although:
- keeping the example of Anduril, PreStocks is selling it at a markup of like 60-70%, 55b+ val, when last actual val is 36b just some weeks / months ago, so buying USA (tradfi) in this case, could be much better;
- PrePo (PreStocks) has a history of cooking apparently good products that get no traction and then hard pivoting, which is fair business, but if you're planning to hold these things forever, I'd take this into consideration;
- The whole thing is backed by Republic... however this is not the 2019 Republic, this is something else, that invests in kind of everything. Again, legit business apparently, but given that some of these companies have right of refusal (like Anduril), I'd also keep that in mind as well.
As for yields, things are interesting but not as hot as one month ago or early 2025. I also have a bit too much capital locked up in echo rounds, pre-seeds, etc etc, so hopefully will be able to capitalize on some of it soon.
As you'll see not many new opinions, mostly updates and refresh on older ideas... this phase of the market it's kinda useless to keep rotating between things to chase 10-20% candles here and there, better have some strong ideas and hold them.


0xGeeGee
Gn tweet
A lot of ideas, some executed, some food for thought, anyway lot of practical reasoning
1) NFT Tokens are back?
So, I thought quite a bit today about PENGU’s performance and identified two possible betas. One is the one that is pumping already and it’s the most interesting: it’s smaller cap, chart looks decent enough, relatively new, related IP is not too appreciated but they raised a shitton of money (DOOD).
The other has the opposite issue, cool ticker, cool IP but problematic related team (ANIME).
I also thought about the NFTs but generally when there’s a token it’s always better to bid the most liquid vehicle… because people will bid that.
2) Dead Rich Tokens
Generally speaking also I’d keep an eye on charts with clear horizontal accumulation especially where the team has a bit of money, that paid off greatly until now.
Am thinking about ELX as another possible case, which is even related to Sui that has been doing great, although nobody likes Elixir.
3) Pump
still sitting on most of my PUMP although I think that here playing rotations is a bad idea, you pick one of the two horses (PUMP or BONK) and go. This is the liquid play of the year aside from Hype most likely.
Still quite positive about it, although already laid out the bear case (revenue, liquidity sink, everybody frontran all the announcements because everybody knows…). One additional positive thing is how many people fumbled the sale which kinda shows that people are maybe not paying the due attention.
For me this is also a bet on teams that know how to execute. I don’t believe in their long term vision (replace meta/yt etc) but I think ability to deliver is a top 3 skill in crypto.
4) Stablecoins
stablecoin meta has been a total failure, even though sky/mkr didn’t perform too badly, it didn’t do anything either and even USUAL reacted better.
For Usual, the fact that locking 1y pays out 80% is good although it’s not easily hedgeable (funding is harsh). Tbh with the upcoming XPL sale this week, I’ll just participate and re-evaluate. Maybe it’s just better to buy more XPL or maybe Plasma can carry a bunch of tokens if we resume doing rotations.
5) Miscellaneous smaller caps
people under appreciate charts that go literally only in one direction, up and to the right, even if slower (EKUBO, TREE most perfect examples).
I’m almost entirely out of NILE (s/o to @0xSindermann).
Still think getting beta to PredictionFi through FLIPR (main choice, otherwise idk DKING or anything else one likes, hit me with some ideas) is a good idea on dips.
Again this is not a list of my positions and also it’s not an exhaustive list of what’s interesting in the market (e.g. Pendle and Boros, Ethos and InfoFi, Fluid and Jupiter, Wlfi and Trump, options derive and Paradex…), it’s just what I was specifically thinking this week. I’ve a long flight to take eow so maybe I’ll write something else down about that.
Gn from your resident Yumeko


In anticipation of Trick or Seek, $NAKA dropping another sneak peek
It looks incredible, feels even better, and is shaping up to be the best crypto comic the space has ever seen. 🤝
#Naka not just building games, they building a culture. #NAKAFAM 🫶
$noc $house $siren $ertha $bio $vision $asr $og #a2z $pendle $atm $tree $ldo
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