defisushi2

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)

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

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

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!!

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

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