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30 projects I'm watching.
5 will 50x.
10 will 5x.
15 will rug or die.
I don't know which is which yet.
That's the game. 🎯
Prediction Markets:
- 🔥 @Polymarket - liquidity king
- ⭐ @opinionlabsxyz - fastest growth
- @kalshi - regulated US play
- @FractionAI_xyz - AI agents trading
- @MyriadMarkets - early infra bet
Privacy:
- ⭐ @zcash - OG privacy, Halo 2
- 🔥 @aztecnetwork - private smart contracts
- @CantonNetwork - institutional rails
- @WalrusProtocol - Sui privacy layer
- @nillion - MPC compute
- @arcium - Solana confidential layer
- @aleophq - ZK cloud
- @payy_link - gasless private payments
Crypto x AI:
- 🔥 @opentensor - decentralized ML marketplace
- ⭐ @virtuals_io - onchain AI agents
- @rendernetwork - GPU network
- @Fetch_ai - autonomous agents
- @NEARProtocol - user-owned AI
RWA & Tokenization
- ⭐ @centrifuge - real institutional flow
- 🔥 @pendle_fi - yield stripping
- @maplefinance - underwritten lending
- @plumenetwork - programmable credit
- @OndoFinance - tokenized treasuries
- @backedfi - regulated wrappers
Perp DEXs:
- 🔥 @HyperliquidX - dominant perp DEX
- ⭐ @Aster_DEX - multi-chain growth
- @ethereal_dex - USDe-backed
- @reya_xyz - high-speed ETH perps
- @Backpack - Solana retail flow
- @paradex - institutional focus
- @extendedapp - early UX experiments
Most will fail. A few will print.
Position accordingly.