Swapverse

started the day buying some $ETH and $HYPE also watching dips to scoop up: $INJ $NEAR $LIT $PUMP $CHIP $ZAMA $LINK layerzero:native i’ll try to share why each one is on my list as i go. what else are you watching?

$FDUSD could get a publicly traded parent company.. yess.. First Digital has signed a definitive merger deal with Nasdaq listed SPAC KOYN. a few things stood out: - $250m pre money valuation agreed in the deal. - Around $87M in group revenue reported for the year ended June 2025. - Live AI payment tools through Finance District, using FDUSD for settlement. - Closing targeted for H1 2027 Once the deal closes, investors could own shares and get exposure to the business behind FDUSD means an existing stablecoin and custody business taking a step toward public markets, with AI payments as its next expansion. thats amazing..

One way to spot memes worth buying during a pullback is to compare how coins from the same narrative handle the selloff.. i usually start with what's already moving, then look for possible beta plays around it. so with $PUMP moving, names on my watchlist include $BATON, $PILL, $FONE and $ANSEM. i'm checking whether that attention is spreading to them too. i'd put 3–4 side by side on GT multicharts, same timeframe, and check: - which holds its low while the others lose theirs. - which gets back above its pre-dump level first. - whether that recovery has volume behind it. that helps me narrow down which one i'd actually trade… then i'd look for an entry where losing a nearby level would invalidate the idea. don't make the mistake of thinking the coin that dumped the most has the most upside.. being down badly isn't enough. i want to see buyers showing up.. geckoterminal.com/multichart…

I added $KITE to my portfolio.. as i think there’s money to be made helping AI agents spend money.. Agents doing real work need to pay for data, tools and computing power… and Kite lets them spend stables within a budget you set, without asking you to approve every payment what interests me is: - mainnet is live, with tools for Claude Code and Cursor - payments work across chains - its token model is designed to use service fees to buy KITE so there’s a potential buyback angle here too.. more agents paying for services could mean more money buying $KITE Bought a small bag.. nothing fancy just chasing Ai narrative trade..

. @BTCdrivechains eCash beta is live.. and it's the most credible attempt yet at making Bitcoin programmable without touching Bitcoin. they’re building a separate network where devs can try private payments, swaps and other apps without changing Bitcoin itself you keep your $BTC, and eligible coins held in your own wallet at the full fork on October 31 get a matching ECX balance.. 1 ECX per BTC beta also gives early users an extra allocation: - practice coins are called pECX - eligible burns of 1,000 pECX earn 20 ECX at mainnet - that’s double the alpha reward, on top of the BTC allocation full launch is planned around October 31 the coins will get people’s attention.. i want to see which apps they’re still using once the reward farming cools off one thing i wouldn’t wing: coin splitting. moving BTC can also move unsplit ECX, so read the official guide first. exchange holders need to check whether their exchange will credit it ecash.com/join

I’ve been farming stock meme pairs lately.. and this is pretty much how i’ve been choosing where to put liquidity.. the whole idea is to earn a share of the fees when people trade through the pool so, first i start on GeckoTerminal’s Stock Pairs APR Tracker to compare daily fees, volume, liquidity and estimated APR. then i narrow them down: - both tokens.. liking NVDA isn’t enough if i wouldn’t want to hold the meme paired with it. i’m exposed to both. - fees against liquidity.. say two pools each generate $1k in daily fees. one has $100k deposited, the other $1M … that’s 1% versus 0.1% in daily fees relative to liquidity. same fees, but very different amounts of capital sharing them. - volume over several days.. if trading drops from $1m to $100k a day, fees would drop roughly 90% at the same fee rate. yesterday’s big APR won’t tell me that activity is about to disappear. after i find the ones that look interesting, i open on Uniswap through the tracker and check the fee structure and my LP range, meaning the price range where my liquidity earns fees. outside that range, i stop earning swap fees. so i check the pair’s chart before choosing it, and keep monitoring after entering. the displayed APR projects the last 24 hours over a year. my actual return depends on my position, and earning $20 in fees doesn’t help much if its value drops $200. that’s what i’m checking.. whether the trading activity lasts, whether the fees justify the exposure, and whether i’m comfortable holding the pair. check the tracker here: geckoterminal.com/apr

Before taking a leveraged position on BTC or any altcoin, i use this one prompt to assess my setup with @coinglass_com x AI.. I want to check: - Who’s paying funding, and is it unusual for that coin? - Are positions building or getting closed as price moves? - Is spot buying or selling supporting the move? - Where are the estimated liquidation clusters on both sides? then i ask it to explain the long case, the short case and what price needs to do to confirm either.. basically, i want to know whether there’s a setup worth taking or whether i’m forcing a trade. paste the prompt below into an MCP-compatible AI agent. it helps set up the connection, then checks your coin…

Fastest way to become exit liquidity of KOLs is buying the first candle after a callout on the app.. > squad is already positioned > callout brings instant buyers > candle goes vertical > early wallets start taking profits > so you get trapped on the first dump so use callouts to find attention, not entries. let the first candle die, wait for the 50-60% correction, then check who is still holding and doing bagwork. buy if you find enough conviction

$DASH has done a 2x in last few days.. and barely anyone is talking about it. $ZEC crossed $1,000 now and worth around $17B after getting the first US-listed Zcash ETF so, i think people are looking for the next liquid privacy beta and DASH is still below $1B but there is an actual update behind it too. Dash launched shielded transactions on Evolution last month using Zcash’s Orchard tech, with settlement in around one second. they’re also building Dash to Anything, where you send DASH and the other person receives whichever asset they want. isn’t it cool ? on a decent pullback, this is probably the most obvious ZEC beta alongside $NEAR

$SOL fully retraced its recent pump.. and the reasons are pretty obvious. 2 things that carried Solana this cycle were speed and retail mindshare.. neither is a moat anymore. memecoin attention is moving across Robinhood, BNB and Base, while newer chains can offer the same cheap and fast experience. Robinhood is also coming directly for tokenized stocks. and perps mindshare is already owned by Hyperliquid. Solana has $15.5B in stablecoins, yet its entire perp ecosystem did $8.9B last week.. Hyperliquid often does that in a day. stablecoin activity is good for the chain, but as more volume settles in dollars, SOL becomes less important beyond paying gas. even Pumpfun has sold around 4.8M SOL worth more than $800M and expanded its terminal beyond Solana.. so basically, every narrative sol was supposed to own now has a stronger competitor.

NFT mints are printing free money right now.. these are the tools im using to find upcoming mints early to stay ahead: 1) Grok: scan what NFT traders are following and talking about 2)@alphabot : find new WL raffles and project collabs 3) @nftcalendar : see what’s minting over the next few days 4) OpenSea Drops: check confirmed mints and my wallet eligibility 5) Magic Eden Mint Terminal: find what’s upcoming or already minting across different chains So yeah Grok basically finds them early for me and the rest help me track the mint.. Don’t forget to bookmark this

HyperEVM is starting to feel like the next meme rotation.. all the stars are aligning - $HYPE is at ATHs - meme activity is finally picking up - and Pumpfun gave the ecosystem the retail frontend it was missing $EGG is getting the most traction there atm.. i bought some yesterday.. it comes from Jeff Yan’s old “buy eggs with your shitcoins” post, so the lore is actually native to Hyperliquid higher!

lowkey glad we went through such a brutal bear market since 10/10 i was kinda left with no option but to learn something new.. and so glad i chose AI now i’ve been building cool shit ever since. like u have seen this Ai integrated portfolio tracker.. been using AI to track smart wallets, scan live market data, test my theses, find crowded trades, monitor risk and automate parts of my execution.. love it

Some thoughts on how i think a crypto portfolio should be built.. not just which coins to buy, but how much exposure to take, where the real risk sits and what actually counts as diversification. the first thing i’d look at is portfolio size. if i have $10K, i can take more risk because protecting it like a pension fund probably won’t change my life.. if i have $1M, the job is different. i no longer need every position to 10x. avoiding a 70% drawdown matters more. and for an aggressive bull-market portfolio, this is roughly how i’d structure it: 35% BTC + ETH.. this is my base exposure. if crypto goes up but i choose the wrong narratives, i still participate. 25% conviction alts.. not more than 10 though.. conviction alts for me is: products with users, revenue, growing distribution and some way for that growth to create demand for the token. i’d also avoid putting the entire bucket into one ecosystem. like owning ETH, ENA, LDO, ETHFI and an ETH L2 may look like 5 coins, but they can all get hit by the same trade unwinding. 15% asymmetric bets memes, new launches and smaller caps. these are positions where the entire amount can go to zero, but one winner can still move the portfolio. if i put 2% into something and it dies, i lose 2%.. if it does 10x, it adds 18% to the portfolio. that makes more sense to me than putting 15% into one memecoin and calling it conviction. 15% stables not because i’m bearish. but because stables give me the ability to buy a crash, farm yield or enter something new without selling another position first. being fully deployed feels great until the market gives you the opportunity you were waiting for. 10% tactical exposure and hedges.. this can be perps, options or short-term trades. but i wouldn’t keep a permanent hedge open just to feel protected. funding and option premiums can slowly eat the portfolio while nothing happens. i’d hedge when the book becomes too one-sided. and the hedge needs to match what i own. if my portfolio is mostly high-beta alts, a 5% BTC short won’t protect much when those alts fall 30%. sometimes the cleanest hedge is simply reducing exposure and holding more stables. i’d also track gross exposure, not just account balance. if i have $100K in spot, borrow $20K against ETH and use that as margin for a 3x perp, i’m carrying $180K of market exposure. it doesn’t become safer because the spot is onchain, the loan is on Aave and the perp is on Binance. all three can still unwind from the same move. and position size should depend on liquidity too. a $50M market-cap coin with thin liquidity cannot be sized like ETH just because both are “spot.” market cap tells me what the project is worth. liquidity tells me whether i can actually leave. when one of the smaller bets runs hard, i’d move some profit back into BTC, ETH or stables. otherwise one winner slowly becomes the entire portfolio, and a position that started as a 2% gamble is controlling my future. so yeah, i don’t think a good portfolio is the one holding the most promising coins. it’s one where i know: what each position is doing there, which positions depend on the same thesis how much i can lose if that thesis fails and where the money comes from when the next opportunity appears the exact percentages can change ofc.. a proper structure is important.. ok post got long.. i will continue to share more thoughts on portfolio building with time..

For people finding memecoins only after they already appear on Pumpfun trending.. use Grok to find what the internet is starting to meme before CT turns it into a ticker.. open Grok and use this prompt: “search public X posts from the last 6 hours. find new memes, phrases, characters, images or news moments that are spreading across unrelated communities outside crypto. ignore anything where most posts are already about a token, contract address or chart. for every result: - show me links to 5 posts from unrelated accounts - show the earliest examples you found - explain why people are spreading it - tell me if it is growing across different communities or coming from one group - flag anything that already looks saturated - give me the exact words i should search on Pumpfun don’t invent post counts or links. if there isn’t enough evidence, leave it out.” then search each result on Pumpfun. if the meme is spreading outside crypto but CT has barely noticed it yet.. start researching the coins attached to it. if Grok’s evidence is mostly CA replies, KOL posts and chart screenshots, skip it. this way you’re looking for the meme before everyone starts shilling the ticker.

> Find a wallet up $2M on the leaderboard > Start copying > Lose money anyway > Confused > Audit it: $1.9M came from ONE lucky trade > Strip that trade and your "top trader" is breakeven > Leaderboards show who made money > Not whether you'd have made money copying them > but today claude runs that audit on any wallet you paste one prompt, full trader x-ray 👇

> Token launches > 20 fresh wallets buy within mins > "look at that organic demand" > You ape > Nobody checks who funded those wallets > Track funding: all 20 lead to one address > Not organic > 1 guy wearing 20 masks > Claude draws that exact map 1 prompt, full funding trace👇

#3 Task: @bubblemaps + Claude yesterday, we investigated the dev behind the memecoin that survived task 1. [ DID YOU ACT ON YESTERDAY’S GUIDE ? ] today, we check whether its biggest holders are actually different people.. fyi, a team can split 20% of the supply across 30 wallets to make holder page look clean.. it may look like no huge whale… just a lot of harmless looking wallets holding 0.5% each.. but if those wallets transferred between each other or connect through one hidden address, Bubblemaps can put them back into the same cluster. so today we’ll use: > Magic Nodes to reveal hidden intermediary wallets
> Time Travel to inspect the launch distribution
> Yesterday’s dev wallet to find possible connections
> Claude to compare everything and create the report no code, API key or wallet connection needed. by the end, we’ll have day-3-holder-map.md 1/4 🧵 👇