MikeS

ARX is the ticker. Probably my most anticipated launch of the year. The team has been building for years and has strong backing from some of the most respected names in the Solana ecosystem. Leading the way for the Privacy x AI meta.

Crypto rails were supposed to democratize finance. Stablecoins did. USDT alone: $190B, millions of holders. Tokenized Treasuries are still waiting on their retail breakout: • The $15B tokenized US Treasury market is held by ~66k holders. • BlackRock BUIDL: $2.4B AUM, KYC and

Quick scalp for ATH breakout

$37m of $HYPE TWAP buy pressure over next 24 hours. Time to bid more

Manifesting SOL szn. Time to send our coins higher

Time to manifest a $100m runner. Trending even while SOL puked - imagine when it runs.

Everyone seems to be posting their World Cup predictions, so I'll join in the fun ⚽️. Have to support home, so I'm backing England to beat Croatia. France and Brazil are also my favourites for their opening games. Added a few spreads and exact scores too as the r/r looks decent.

The Zcash Orchard bug came down to 2 lines of code inside one specific ZK circuit. ZK cryptography as a category is fine. The implementation it shipped on top had a 4-year-undetected flaw that finally surfaced via an AI-assisted audit. A case like this reminds why architectural

Stablecoin supply reached its ATH at ~ $340B in May. Institutional treasury flows still don't move over these rails. Every payment is visible to anyone watching the chain. 2026 has seen the first responses: Aleo + Paxos shipped USAD, a private dollar stablecoin on Aleo.

BTC and majors nuking, $manifest barely flinching - still holding above the prior resistance. Relative strength when everything bleeds

Asset selection is everything. Primarily holding 3 coins atm and all breaking out. $HYPE, $HOME & $MANIFEST

$HOME just reclaimed $0.03. Why is it outperforming? - Good tokenomics. Supply mostly community-allocated with 80% of net fee revenue used for buybacks - Price broke out of a multi-month downtrend - New products shipping - rocket perps + trading campaigns driving adoption -

New ATH for solana:BCdwQBAn8dYB5YjTsoB6TdHAWokxv28k2oZUodERpump. Looking for prior highs to flip into support. We bid strength and simple narratives.

Manifesting good vibes and new ATHs this weekend.

$HOME attempting a multi-month trend reversal, as team keeps shipping. Comfy hold