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.