Some thoughts

Robinhood on-chain feels veeeeeeery PvP right now. Many opportunistic "devs" obviously bridged and rushed to launch their shit projects & literally 200-300 people dumping on each other with a handful of "sustainable" (I guess we have to assess that definition over the next days) runners left.
Shills are outweighing fundamentals by magnitudes and a lot of vapor is running way harder than their fundamentally more sound counterpart.
This being said, I want to believe that these are just early innings and a flight for quality is about to happen at some point (maybe after a short reset/some bad awakenings/rugs from said vapor projects); so what I am trying to focus on is to do things parallel:
[A] Trade the flavor of the day, being quick with taking profits. Not looking back.
[B]Use said profits to set up stinky bids across all high quality projects with a longterm prospect
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I admit it's hard to see through the smoke and mirrors currently, but at least doing a rough comparison of what projects promise and how sustainable, innovative and useful the described idea itself is already helps to see clearly that some coins might be rather undervalued still:
$QUANT sitting at 320k MC - While $INDEX ran up to ~35m MC, sitting at 19m rn; This one has a similar product behind it which has already proven itself to be working: ~75 ETH in value has been paid out to holders already. Instead of just a bucket of 18 tech stocks, this one distributes 32 assets in total: 20 stocks & ETFs, as well as perps exposure, memecoins and commodities. Overall at this marketcap feels like a no brainer to me. Especially with the potential that @vladtenev might like & follow it.
$FLETCH sitting at 900k MC - Basically positioning itself as the $PENDLE of Robinhood: It has a fully functional on-chain dividend settlement mechanism live, offering 4.8% and 1.24% yield on SGOV and SPY stock tokens. Perfect fit for the RWA narrative meets DeFi/On-Chain.
Any others I forgot? Shill in the comments!