SmallCapScience

$AION Flexing Strength 📈

Really want to seed these @Polymarket and @Kalshi deals.

$DKING does not care about macro.

King shit 👑

Forbes article dropped that highlights @mxmsbt and the new hedge fund TVL commitment to $DKING.

Imagine fading @webuildscore, @thedkingdao, or @mxmsbt…

📈📈📈

https://www.forbes.com/sites/torconstantino/2025/06/18/decentralized-ai-is-watching--and-understanding---everything/

Any new stablecoins launching soon that should be on my radar?

Study your watchlist anytime markets suffer a quick drawdown.

Positions that hold well during a pullback have the highest conviction communities.

Find position that very few people are derisking during carnage, buy the dip, and wait for the supply shock when the bull returns.

I’ve been using @Polymarket as one of my main data points for macro investing.

Don’t trust KOLs who get their news from TikTok and are self proclaimed experts.

Trust the markets. 🔒

“Digital Oil” when war breaks out… $ETH 📉

$CRCL - $26B+
$CRV - $1.6B

In my opinion, @CurveFinance is massively mispriced at these levels.

Everytime I scroll my feed, there are multiple new SPACs announced.

There are billions of dollars coming to black hole crypto supply. It’s pretty obvious what comes next, don’t screw it up.

I’m fairly confident that @MetaMask is the worst app I’ve ever used.

The likelihood that @elonmusk transitions his businesses to $BTC / $DOGE skyrocketed today.

Majority of you aren’t ready for $10,000 $ETH

Underrated accounts across all verticals:
@Globalflows
@NickPlaysCrypto
@beast_ico
@beeteeceeee
@nope_its_lily
@DonDurrett
@NorthstarCharts

Enjoy 🎯

A @KaitoAI Yapybara just sold for 18 $ETH ($50k USD)

The @KaitoAI Genesis NFTs revealed today…. introducing Yapabara PFPs!

A $2B+ FDV project that releases a 1.5K piece NFT collection with utility, worth paying attention. $KAITO also might be the most discussed project on all CT.

Could use your help though.. is this rare? 🤫

One of the issues with the current state of DeFi is valuing these projects long term.

A question to consistently ask yourself...
"What metrics will be driving DeFi in 5 years from now?"

Once DeFi is an on-chain AI world, what matters most?
Liquidity?
TVL?
Rev/Fees?
Governance?
Emissions Control?

Building a thesis around this and being correct is worth generational gains.

$CRV & $CVX both up 10%+

👀

We had a bad bond auction today because everyone was busy buying $BTC.

A scenario that I think about quite often...

When the first Gold ETF went live in November 2004, it kicked off a global supply crunch. Gold then went on an 8-year bull run throughout the financial crisis.

Spot $BTC ETFs only launched last year. However, they already control nearly as much of the supply flows as Bitcoin Miners...

This isn't my base case for Bitcoin, but I'll gladly sign up for an 8-year bull run.

Enjoy the Hopium!