Research
Ether.fi
Ether.fi: non-custodial neobank with Staking + Liquid, Cash (credit & payments), and soon Trade (via Hyperliquid).
TON
From messaging to money. Telegram’s super-app is the distribution moat. TON’s symbiosis unlocks asymmetric effects.
Chintai
Chintai’s real institutional RWA flows far exceed $CHEX’s market cap—creating rare, asymmetric upside for early conviction.
Arbitrum
Arbitrum is far more than its flagship Arbitrum One; its strategy—free L3s, profit‑sharing L2s, and the Stylus multi‑VM engine—ignites rising adoption and thicker margins.
Metaplex
Metaplex is Solana’s token-creation engine; asset issuance results in constant buy-pressure for $MPLX via buybacks.
Euler
A bet on $EUL as a meta-protocol and DeFi operating sysstem with >3x borrowed/FDV and leading utilization rates.
Derive
Onchain options leader at
Ethena
ENA is a kingmaker bet: Converge unites yield, compliance, dApps; fees and flows accrue to staked ENA via fee switch.
Layer3
Layer3 converts protocols’ idle incentives into ROI by matching them with engaged users, generating $20M+ ARR
Nillion
Nilion fills the missing gap in cloud infrastructure enabling private compute.
VIRTUAL
With 17K+ agent tokens already live & a working implementation of ACP, Virtuals has moved beyond narrative.
Maple – Syrup
Maple leads crypto’s decentralized lending with $1.27B TVL; $SYRUP offers liquid exposure as growth returns to the sector.
Pendle
$PENDLE provides convex exposure to a market leader on the watchlist of multiple liquid fund portfolio managers.
Long EUL/Short COMP
The long $EUL / short $COMP pair trade capitalizes on the diverging trajectories of these two DeFi protocols.
Jupiter
$JUP offers a unique opportunity at this price, providing exposure to a profitable protocol instrumental to Solana’s success.
Vector
$TNSR offers a unique bet on Solana’s memecoin casino via Vector, a fast-paced social trading app.
Hyperliquid
Hyperliquid is the first and only precedent fusing a L1 and a trading exchange in a single platform.
Sonic
Sonic ($S), once $FTM, reemerges as a high-speed, EVM-compatible L1, with Andre Cronje at the helm.
Moby AI
$MOBY finds itself at the intersection of two dominant trends: AI agents and on-chain alpha, poised for growth.
AIXBT
AiXBT is a social aggregator that has the ambition of becoming a market intelligence platform.
AI Rig Complex
$ARC is the 2nd leading open-source AI agents framework, behind ai16z, providing Rust-based customization for developers.
FARTCOIN
Fartcoin was conceived as the first token and original idea to be “shilled” by Truth Terminal but has found retail traction.
Avalanche
Avalanche has changed it’s focus, now acting as a hub for institutional adoption and even finding success in gaming.
World
Launched in 2019 by Sam Altman and Alex Blania, World operates at the intersection of ID verification & blockchain infrastructure.
GRASS
Grass is a decentralized network that powers AI and data-heavy applications through internet-scale web scraping.
Dolos – BULLY
Dolos ($BULLY) is transitioning from a viral meme-based AI agent into an AI infrastructure framework.
ZEREBRO
Zerebro is an autonomous AI system at the intersection of generative AI, crypto, and cultural memetics.
$GOAT
$GOAT is an AI-powered memecoin bridging crypto narratives through Truth Terminal’s hyperstitional storytelling.
$ORE
$ORE is a PoW-based Solana token combining Bitcoin-like tokenomics with network speed, now with reduced supply emissions.
Fluid – $INST
$INST is a DeFi protocol combining lending and DEX liquidity through its Fluid platform, built on Instadapp’s foundation.