- Solv is already at $2.3B+ AUM - Their token has quietly 2x’d from the local bottom - This is just one piece of a broader RWA strategy
Past few months, they’ve:
- Released the first Shariah-compliant BTC product - Become the exclusive partner for Binance Earn BTC. - Built a cross-chain network to connect CEXs, TradFi, and DeFi
BTC with real-world yield is a strong value prop — especially as ETFs normalize institutional demand.
Solv is quietly becoming the backbone of that new BTCFi layer.
Listened to the $BUMP space – Wanted to share a few thoughts:
On token utility:
Speculators want to bet on the success of the startup.
They don’t want:
1) A memecoin uncorrelated with the company 2) Dilution from weird “post-to-earn” mechanics
To achieve this, simply accumulate $BUMP with business revenue as soon as you are profitable and keep it on your balance sheet (don't burn).
Become the $MSTR of your own currency.
Crypto-native projects using this model: $HYPE, $RAY
This could become a modern VC alternative — bootstrapping via trading fees and cycling the upside back to tokenholders. ___ On capturing trader-native behavior:
We value privacy.
Most of us prefer to stay anonymous — especially after publicly flexing 8 figures.
Stories of kidnappings and physical threats are ever present.
So when you talk about “taking crypto kids out to the club,” keep in mind: Yes, we want real connections — but it has to happen on our terms.
If you can solve for that, you’ll scratch a very real itch.
Also: we love the profile images.
Maybe a solution would be to use them instead of selfies? ___
- Went to Harvard, - Built and sold multiple companies - Was mentored by Naval Ravikant - Followed by Mark Andreessen - Has 100m+ views on TikTok - Got a shoutout from Pasternak - Can easily beat you up
$YAPPER hit a $25M market cap in under 30 minutes. Now it’s sitting at $8M.
The Most Interesting On-Chain Projects This Morning:
$YAPPER – High virality potential. Lets you generate deepfake memes with ease. Rumors of token integration. Down 75% from the top (10 hours ago), which makes this a very attractive trade in my eyes.
→ I bought a bag.
$BUMP – A habit-building app to use with friends. Co-launched by a MorningBrew founder (4M subs), which gives it serious distribution potential. Strong team + real use case = worth watching.
→ I bought a bag.
$PIPEIQ – Lets you easily run AI agents. The founder has an impressive background and is followed by key people. If you catch a local bottom after this run-up, it could be a strong play.
→ Didn’t buy yet—waiting on a better chart setup.
$DRAW – Just draw your app. That’s the product. Wildly useful if it works. Still flying under the radar, and the current valuation looks cheap to me.
→ I bought a bag.
$HER, #STARTUP, #UNICORN – Getting some bids, but looks like pure memes to me.
(Correct me if I’m wrong—didn’t research them deeply.)
$ARC and the Ryzome Ecosystem: If Ryzome becomes successful and $ARC catches a bid, the ecosystem tokens could do well.
→ $LISTEN - Execution engine for agents. → $ASKJ - Strategy and signal layer → $FABEL - context and memory routing layer → $GRPH - human-facing interface layer → $TANK - frontend automation and control layer
Startup Coins Heating Up: Months ago, I mentioned that startup coins could flip AI as the dominant narrative. That shift might be playing out now:
→ $GPTW - Solid project, but the dev needs a clearer vision for the token. It would be more bullish if token support improves.
→ #CREATOR (CreatorGen) - Scalable AI TikTok influencers. Quiet lately, but serious potential if the team ramps up. I'd love to see more updates.
→ $BUDDY - Great synergy with content creators. Alex is serious about it and might be building an actual crypto ecosystem. This one feels real.
Other AI Bets
→ $CODEC – Backed by sharp minds like Tristan. Took a position on the dip. Super serious tech and product demo soon.
→ $CODE – Low valuation, solid tech. Downright now, but I’m holding. Currently trying to reach out to the team to find out more. Will let you know.
→ #MUTUALC – Lots of recent attention. MIYA even bought a bag. Watching closely despite slow updates. Also trying to reach out, let's see if I can get some info.
What are you watching? Any gems I should check out?
We got news yesterday about progress in the China–US talks. If this continues, it could provide a strong macro tailwind for risk assets—but for now, there’s not enough detail to build a high-conviction view.
Futures reacted well, up nearly 1%. That’s encouraging and could lead to more spot bidding once markets open.
Bitcoin open interest has ticked higher—not ideal, but still far from danger zones. Given the time of day/week, it makes sense that futures are currently driving price action.
Overall, the setup looks constructive. There’s a decent chance we see more green throughout the week.
Summary
Reasons to stay constructively bullish:
- China–US narrative improving → macro tailwind. - Futures +1% pre-market → potential for spot follow-through. - Bitcoin OI rising but still healthy → some positioning, not euphoria. - Funding neutral → no signs of overcrowded longs.
1. Massive Success in Scale: Infinex is currently the second-largest NFT collection, and the patron sale was the largest NFT sale ever.
2. Token Speculation: As far as I am aware, there are no official plans for launching a token, but the Kaito "pre-TGE" event and airdrop rumors suggest a token launch.
3. "Bought at the Top" Badge: There is a badge called "Bought at the top" which you received if you bought a liquid NFT during the mint. It refers to the initial price decrease.
4. Treasury Compensation: To offset early losses, liquid NFT holders were compensated with vesting NFTs from the Infinex treasury. This move helped retain user trust and keep the community engaged.
5. High-Profile Buyers: Some major names in crypto bought into the Patron Sale, including: