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defisushi2
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defisushi2
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defisushi2
ยท
--
Coins I like with high investment potential Critera: - Overlooked by investors - Sustainable business revenue - Strong value accrual to token Not a long list... Just $SKY and $PENDLE Both outside of the core attention (HYPE, ZEC, memes) Both extremely low emissions and no investor overhangs Pendle is the main venue for trading yield, Sky burns are already active (even though small)
Coins I like with high investment potential
Critera:
- Overlooked by investors
- Sustainable business revenue
- Strong value accrual to token
Not a long list...
Just
$SKY
and
$PENDLE
Both outside of the core attention (HYPE, ZEC, memes)
Both extremely low emissions and no investor overhangs
Pendle is the main venue for trading yield, Sky burns are already active (even though small)
PENDLE
-1.57%
SKY
-1.01%
defisushi2
ยท
--
The crypto meta I'm betting on this cycle: Projects with token buyback programs High quality business that makes money, with some portion of revenue directed to bidding up the token. Even better if these tokens are then burned Clear ones that fit: BNB, PUMP, HYPE, UNI, LIT, CAKE, SKY, ASTER Those with buybacks, but not a true burn: AAVE, SYRUP, ENA, JUP, LINK, MET, RAY
The crypto meta I'm betting on this cycle:
Projects with token buyback programs
High quality business that makes money, with some portion of revenue directed to bidding up the token. Even better if these tokens are then burned
Clear ones that fit:
BNB, PUMP, HYPE, UNI, LIT, CAKE, SKY, ASTER
Those with buybacks, but not a true burn:
AAVE, SYRUP, ENA, JUP, LINK, MET, RAY
BNB
-0.82%
PUMP
-3.77%
HYPE
-2.76%
defisushi2
ยท
--
Everyone's celebrating $HYPE no surprise there But recent outperformance on $UNI is also impressive Buyback and burn, net deflationary, well established, Robinhood tailwinds... My fav dex
Everyone's celebrating
$HYPE
no surprise there
But recent outperformance on
$UNI
is also impressive
Buyback and burn, net deflationary, well established, Robinhood tailwinds... My fav dex
UNI
-2.93%
HYPE
-2.76%
defisushi2
ยท
--
Holder distribution IDEAL vs NOT IDEAL Love to play with @bubblemaps visual representation of cluster and concentration risk. Don't get dumped on when you're playing in the trenches!!
Holder distribution
IDEAL vs NOT IDEAL
Love to play with
@Bubblemaps.io
visual representation of cluster and concentration risk. Don't get dumped on when you're playing in the trenches!!
defisushi2
ยท
--
For the longest time since the previous crypto cycle, I didn't get the concept of memecoins Risk just wasn't worth the reward... Main concern was bundling and clusters that only want to dump on me after faking a hot launch But whoever in @bubblemaps vibe coded these new visuals really helps!! One look and I see terrible scores and too many fresh wallets and I stay away
For the longest time since the previous crypto cycle, I didn't get the concept of memecoins
Risk just wasn't worth the reward... Main concern was bundling and clusters that only want to dump on me after faking a hot launch
But whoever in
@Bubblemaps.io
vibe coded these new visuals really helps!!
One look and I see terrible scores and too many fresh wallets and I stay away
defisushi2
ยท
--
Partly True
Found this new RH coin called Grokbook that copycats Musebook meta. Paired with $SPCX because of xAI. Trending hard and scored well on @bubblemaps Low concentration + low % of fresh wallets
Found this new RH coin called Grokbook that copycats Musebook meta. Paired with
$SPCX
because of xAI.
Trending hard and scored well on
@Bubblemaps.io
Low concentration + low % of fresh wallets
SPCX
-0.55%
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