DCryptoFren

This is the final list of 73 tokens you guys shilled in my comments. Towards the end I kept it short. I found quite a few new tokens that I didn't know before. Took me 3 hours to get through these but I hope you guys enjoy. CARDS – My first ever research article was about CARDS at the lows at 10M half a year ago. I continued to DCA ever since then. I think CARDS is one of the cash generating tokens that the market prices incorrect. You could argue that the tokenomics aren't favorable with huge unlocks hitting the chart every month & buybacks that can't nearly balance that. I think this is a valid argument to make but definitely also priced in after it has been discussed on CT for months. If the tokenomics were clean this would sit 2-3x higher. I think it has a lot of room to run and I don't plan on selling my bag anytime soon. I stopped the DCA a few weeks ago tho. PRL – I helped writing a piece about Pearl at optimist a few months ago when it came out. I’m a big fan of the concept and theoretically it makes a lot of sense. Appetite for lets call them “money” tokens is also clearly there as we saw with Zcash. Afaik a big part of PRL supply sits in the wallets of early miners and they are also dependent on them. Also the supply will grow 80% in the next year which definitely isn’t great. At this point the question is if the narrative is strong enough to tank this new supply or not. I sold my PRL a while ago sadly but I would be interested to buy back eventually. UMIA – One of the most interesting Ownership solutions on the market. I’ve talked to NFTboi quite a lot about the concept and I really think it is superior to other alternatives. A big problem with ownership tokens was that only founder that got rejected in vc came and launched an ownership token because the incentives for founder weren’t good. You had a bunch of degens controlling your business decisions. You need to focus on the tokens growth even if you should’ve just focused on the product. I think UMIA has some good solutions but we will see what the first launches bring. I participated in the presale and still hold some tokens. CASHCAT – I said I don't do memes so I'll keep it short. I think as a pure bet on RH growth this is a good vehicle. If we see a big season again this won't 10x tho. Its a safe and steady bet. I don't think pure memes will do as well as they did before so I'm not a holder anymore but I see why someone would hold Cashcat. ZEC – I'm not really convinced. I like the private money thesis and I think with dems winning and crypto becoming sort of the small online community again that isn't mainstream and supported by the president, it could be a good opportunity to shield your money and be on the safe side. I think ZEC mostly played out over the last year. It did a 10x+ in one year and can certainly do more but the R/R to enter a new position here isn't favorable. I also prefer XMR as the "private money" but also the returns there might not be as good because it can't be listed anywhere + has some unknowns about the tokenomics which arguably is bullish because nobody knows anything but an exploit like the one on ZEC could be existential for it. KNTQ – Also a token I wrote an article about a while ago. I'm a big fan of their business. They are generating good numbers and have the monopoly on staked HYPE. Now the elysium launch brought it on everyones radar. I have mixed feelings about the chain launch but I think it could gain marketshare short term. If it can sustain that depends largly on how .hl's are participating and if we see a big catalyst such as jeff engaging or something similar. I don't hold any tokens anymore but I regret that. PONS – Not much to say here. I participated in the first run up to a billion but what goes up most come down. The metrics are down 90% from ATH and so is the token. I think we are entering fair value area here and we have to see if RH picks up pace again. If so then PONS is the best pure bet on RH imo. AI – I've been vocal about AI from like 800k marketcap. I was a big fan but I have don't hold it anymore. I think the swaps routing through the USDG pool instead of the NVDA one which stalled the pool growth was a big thesis invalidator for me. Everyone was screaming board sit which wasn't achievable from the start as it needed AI to be at DOGE levels of marketcap. The dream being shattered at the same time when vlad stopped engaging with the ecosystem killed the token and I don't think it will come back if the pools issue isn't fixed. KLED – One of these good projects that are a good business but not a good token. I think they tokenized like 5% of the supply through Street which ended up being a flop. If I could invest in the business itself I would do it. The token on the other side I'm not interested in. CARS – A very interesting one imo. Ownership token with hotwheels gacha. I actually didn't know there is a hotwheels collectible market but there are cars going for 10k+. Its a good sector to gain marketshare in and for that reason I'm interested. Potential revenue for such small sector is probably not great but I think this could rerate higher if it gains substantial marketshare. CRED – Payment processor that has real adoption and tokenized through Metadao. Its one of the more interesting ones but also a boring sector. I think to succeed you need an interesting business with actual numbers. Credible has actual numbers but a boring business. Its good and probably a good buy for a long term 2x but nothing that would be worth the opportunity cost for me. SANC – I was on a call with one of the SANC guys and I was impressed. Its the biggest Solana staking provider that also powers various other staking tokens such as jup staked sol etc. They have improved the token massively over the last few months but without buybacks its still another "good business bad token". I own some of it but I would only buy more if they enable some sort of value accrual to token holders. IMD – One of my favorite experimental AI tokens that came out lately. Each NFT represents one worker that the owner has to setup with API keys. You can then rent these workers to work on your projects. I think this is a really good concept and if adopted would work very well. I don’t like the direction of focusing on being a launchpad. I think not all ideas need to be tokenized and there would be actual demand in renting these workers outside of token launches. NFT holders only have upside from token launches and thats what I don’t like. A pivot to NFT holders being paid for work that doesn’t need to be launched is what would make me consider rebuying. POD – I own a large bag of pod and also wrote a long form about it a while ago. The founder Luke is a great guy that knows how to grow a business. TLDR is they are using consumer GPUs for inference and pay these people in POD while selling the inference they generated. They buyback 100% of the revenue and have no equity structure stealing value. I think this is one of the greatest AI x Crypto products on the market. They recently had a migration to V2 which lead to them losing a lot of GPUs but they are recovering and I think the price will recover as well very soon. STONK – I was a big stonk fan a while ago but not anymore. I think their mechanism is just the same extraction as PF but with RWA pairs. There is nothing being done to focus on tokens growth but only on getting as much revenue as possible. Revenue is also down like 80% from ATH so I think it's reasonable priced here if not a little overpriced. I'm not interested atm. SURPLUS – Very good business with a lot of adoption but they don't make any money. They offer the product with 0 fees and now recently migrated the token to assumingly add value accrual. They inflated the supply by 50% while making no money for value accrual. Either they integrate the token in some way that leads to passive buy pressure or they max extract from the migration. We will see and if I hear some news about value accrual I would definitely consider buying because I think its also one of the best crypto x ai projects out there. The token just isn't LIT – Not a lot to say here. I like LIT as a beta to hype with much larger upside. I see them as the more regulated version of HYPE with all the licenses but now that hype is entering the regulation game as well I think some of that upside is limited. The thesis violation of RH was a hard one and the price shows. I think here it is probably undervalued and will reprice to 4-5 again very soon. I don't hold any but I will be looking for an entry. V4 – The launchpad claus launched on and thats the only part I'm bullish on. I like claus but the launchpad got no traction and earns almost nothing from existing tokens but only new launches which it doesn't have a lot of. R/R on Claus is much better. ABYSS – All my friends are bullish on it and I get why they are. Jintao is a smart and well connected man. I didn't enter and coped on the way up but I think its just not my bet here. The mechanics make sense but they are really complex which is a double edged sword. It can spark a new season on RH with quality > quantity launches and if the launches do well I will probably fomo in but until I see some good launches its not my bet. I hope it wins tho because it would be net positive for our space. CLAUS – I really like this one and especially the R/R here at 2M. I think they are adding more and more features to becoming a working ecosystem and network of agents. I think a lot of people misunderstand it as just an agent with v4 hooks while it has a lot more stuff to be bullish on. I own a bag and will likely continue to hold it. SCHIFFY – I jeeted my bag on the first run up and I think the run is over. For me its just a beta of AI here which isn't good. If long picks up pace it can be a buy maybe but for now I'm not interested. OTC – rev generating protocol that is likely undervalued on the xREV but not my play here. Not a lot of good launches and nothing really novel that could improve our ecosystem but just another launchpad. BUN – One of my favorite RH tokens. I think the bun bundles with agentic MM make a lot of sense and we can see it on the charts of mosh tokens. They tend to perform better than pure Pons launches. If this finds adoption I'm in for it and will accumulate a big position. BP – One of the cleanest bets on tokenization. I don't own a bag atm but if I get a good entry I would be willing to buy a lot. I don't know what I think of the tokens to equity conversion as the value accrual but other than that its really solid. NET – Wrote a long form on this as well. I think the run is done here. The chart doesn't look good and most catalysts played out. There are better opportunities out there. FLOAT – A novel launchpad on solana that I could see rule the trenches for a few weeks. I want to get a bag but there isn't a good entry here. I think this reprices much higher in the coming days. I think it solves a lot of issues I have with PF and thats the reason I like it. QUAI – I had to look into this and it definitely is novel and advanced tech. I think for it to work it needs adoption tho. These kind of projects are too complex for people to understand and being too complex paired with no adoption just means they won't recover. HOOKR- I was too lazy to look into it and thought its just another hooks launchpad. Now I learned that its much more than that. You can deploy custom pools through hookr for existing tokens and the value accruals to the token from this. 250M in total volume is impressive and this is more advanced than any of these hook protocols. I will do a little more DD and might start building a position soon. WTH – Also a very interesting one. It takes advantage of price arbs on RH and distributes value to token holders. I think as a concept this makes sense and makes the value come back to the ecosystem and not being lost. One question with these arb tokens is if they have a working bot why aren't they using it privately and keep all the profits. Why do they tokenize it? UP – Good RH infra project but not worth it for a quick flip. It has impressive numbers and a few RH interactions but the emissions are enormous. If you don't stake your supply its not worth it at all. PRIORS – This looks interesting as well. A credit protocol for AI agents. The mechanism makes sense and also found adoption already. For that reason I'm interested in it. It solves a real problem while being tokenized and buring supply from collateral. This is also one of these projects I would buy if RH shows signs of a new season. Definitely on my watchlist. TORCH – Not my play. A launchpad with no innovative features and a terminal. Depends on good launches but until they happen I'm not interested. NEST – Very good bet on Hype and elysium. I think this is probably the best bet if you are still sidelined on the elysium trade like me. I should probably get some if we get a good price again before elysium launch. Or if elysium does well I will accumulate it anyway. BREAK – Some sort of social layer for collector crypt. I am generally interested in stuff like this. It also has some adoption with 60k rev already, but I think it is fairly valued here. LILLY - AI Influencer giving memecoin calls. Not my play. GRIFT – I'm very interested. An open world game where agents live normal lifes and keep the city running. People can enter that world and complete tasks and earn RWAs. Also some actions from the agents buy the grift token from the treasury. Already 6% burned. I will keep this on the watchlist for sure. ORBIO – I faded this from the start because I didn't like it. I think the product of using trading fees to fund inference made sense when volume routed through the correct fees. Now that a few fraudulent pools get all the fees that doesn't work anymore. Their pivot to a venice-esque private AI platform makes sense but I would need to see adoption of that to be interested again. I think the old business is mostly dead now it depends on the private AI part. ZRO – Layerzero is one of the alts I like the most. Im looking forward to their chain launch which also introduced value accrual to the token. They partnered with Citadal, NYSE and DTCC for this. Its a great bet on Tokenization. Its a long term trade but surely worth it. TIBBIR – This is a weird one. The connections to Ribbit capital and the reputable wallets in just make this a mystery. I think its quite high for the few information that are public. I honestly don't really have an opinion on it. KUDO – Verifiable promises by ai agent that are tokenized. Interesting idea and sort of similar to Priors. Devs look reputable and R/R here might not be bad. I will keep it on my watchlist BROW - Product scans skills for vulnerabilities. Thats a useful concept. I don't see where the token fits in tho and they launched a launchpad which I don't think is bullish at all. QUOTUM – Actually good project but some bundlers own 30% of the supply. Im good. WORM – Security layer for AI agents to protect them from signing fraudulent contracts etc. Useful product but also again they added a launchpad for whatever reason. Some micropayments go towards buybacks that burned 6.5%. Could be a good one. Ill keep it on the watchlist. PNKSTR – I would rather buy a punk if I was bullish on punks tbh. A lot of my friends are accumulating punks again so it might not be a bad bet here tho. PINO – AI agent that is viral on socials. Not my trade tbh. SAPLING – This might be a good bet if zcash goes on a crazy run again. I think there is upside if you accumulate before people catch on the trade. Stays on the watchlist. PEAK – Just another launchpad with no novel features imo. Also site looks really vibecoded. BINF – Another stake for inference token but on BNB this time. Im not bullish anything on BNB atm with the binance hack so its not my play. NOSANA – Interesting project I will definitely keep it on the watchlist. I like all AI x crypto projects but this is more complex so I need to look into it more in depth. MOSS – Another open world MMORPG thats integrated with crypto. If it gains players this can work very well but with 3 online players this doesn't look that interesting to me. PURSUIT – I like it and I tried the product. It works. Idk what I would value this at but its solid. DREAMS – I remember this from a year ago. This is a good project and works but has little traction currently. I'm not a fan of x402 stuff unless we enter some season again. Without a catalyst this doesn't do well. SZR – No traction so I'm not really interested. Also 300 volume on the 24h. MANCER - 16 in daily fees don't look too great. I got familiar with the concept and its not bad but its just not an investable token at current metrics. CHOP – One of the more interesting product with actual adoption. I think its a novel concept and might be worth accumulating if RH does a comeback. ZZZ – The GMX dev aspect of this is genuinely interesting but other than that the fact that its at 8M without a working product is unjustifiable. The premium for the dev is too high here imo and if the product is good I might consider it but not at the current stage. MASK – I think the privacy sector is very interesting and I would need to try mask to see if it really is anonymous. My privacy quant said it isn't but I will regardless try it in the coming days and might enter if I really think the product is superior to others on the market. CLANKER – The new founder is the only aspect making me bullish here. Depends on execution now but I'm not bullish clanker protocol nor base so not my play. DARK – Venice on Robinhood with better prices on some models. Interesting sector but now that orbio also competes there it could be hard. Its been on my watchlist forever and it will probably stay there. SIDELOT – Good concept but no adoption. Either this gains traction and it continues the pump or it doesn't and we go to zero. I'm not that interested. 1EDGE – Some sort of solana launchpad and terminal. Im so tired of seeing this over and over again. Not my trade DELTA – Everyone said this is one of the most important projects in RH infra. It doesn't have a lot of adoption but just a product. Even at 9M now I wouldn't buy this tbf. At 5M this might be worth looking at but I think its still overpriced because of the big pump. DARWIN – Good devs but the product doesn't look close to being ready and all thats live is an encrypted file sharing product. Not that interesting at the current valuation imo. PROHPET – Interesting supply sink mechanism for a memecoin but not my play. UNI – The cleanest bet on RH growth but value accrual and token equity concerns are valid and should be taken into account. Very good business ofc. BORRO - 1.16 in fees in the last 30 days shows there is no adoption. Not interested until there is any traction. LLL – Virtuals launch so I'm less interested. The idea isn't new and if they can execute well on it this could be good. Not my play because of virtuals tho. DEUS – The robotics fund project. Its a legit project but iirc the unlocks are horrible. I would rather buy BOT as a robotics exposure. PARE – I liked the concept from the start but based on the PA it looks like the project rugged. Happy to be convinced otherwise but I don't think it can just pull a v reversal after that chart. STATICS – A dex with 10k in 24h volume. Doesn't look like it found adoption so not my trade until that reverses. EARN – This is one of the RH projects I really like. I think I'm gonna accumulate some if I get some RH bags again. Definitely on my watchlist. EXFIL – A trading terminal and app. Depends on the value accrual and volume but I usually stay away from terminal coins. OVER - An actual interesting primitive. Trade volatility. If that works this could be really good but again its a virtuals launch so I'm not really interested. I will play around with it tho.