Stef 🪄

My thesis for @inkonchain and why I think is the next big chain with massive potential (like early RH/Base chain) Ink chain is the official L2 by @krakenfx exchange, one of the leading T1 CEXs in US Why do I think Ink chain has better asymmetry than Base by Coinbase / RH chain by Robinhood? Here is what catalysts we know for the chain: - $INK TGE & airdrop confirmed with tokenomics dropping as early as this Q4 - $INK will drive massive flows to the chain - Kraken IPO confirmed for Q2 '27 - another good attention event - Kraken owns @xStocksFi and their plan is exactly like RH - own a large share of tokenized RWAs volume pie and grow their TVL on their native chain @inkonchain - so the same game plan like RH chain - Top tier team - @arjunsethi (CEO of Kraken) is very well respected public finance/crypto figure, he has a seat at every major US crypto roundtable (next to CZ, Brian Armstrong, Vlad Tenev, etc) and the same guy has started showing support to a number of meme/nft INK projects (even changed his banner with few meme/nft projects displayed). - @inkonchain + @krakenfx as well have been showing support and interacting with ink meme projects on x - which is a big green flag that they know how important is meme culture for the chain - Base & RH both already had crazy PVE seasons with multi 9 fig runners and exponential growth in TVL (Ink is yet to prove itself and still havent had a huge capital rotation and big KOLs push - all chains good or bad have their PVE szns even if only for a few days, Ink is still yet to have one) - Kraken/Ink team recently started showing signs of building speculation around the airdrop - which is a good indicator its close - Kraken have confirmed they will start listing ink coins when timing is right - @fomo still havent integrated INK chain - so that will be another catalyst that will onboard new KOLs and traders to the chain - Ink still havent had the "new shiny chain" syndrome that sends even shitty chains like Arc in PVE for few days Also I've been early to Base & RH and have seen what makes a successful chain: 1. Strong backing and influential/charismatic leaders -as I said we have that with @krakenfx + @arjunsethi + @xStocksFi + @Payward and all necessary legal frameworks/connections to make @inkonchain work 2. Inflow of new developers/builders deciding to build on the chain long term - we are seeing generous builder grants by @inkonchain as well as big wave of new serious builders focusing on INK last few months + I've seen the top INK projects are receiving plenty of direct and indirect support from Ink/Kraken team 3. Future flows of new volume to the chain - as I've listed the catalysts above, this should be easy So the next logical question is how do we bet on INK chain? Which are the best projects for exposure of INK doing well? 🧵...

my thesis for $SEDA @SedaProtocol $HYPE is looking amazing in price discovery mode rn while the whole crypto market shits the bed all attention gradually moving to pre-IPOs like we see with $SPCX tradexyz at the center of attention rn crypto bros are desperately looking to bid something for exposure to this emerging meta I found the perfect bet for all of that $SEDA • default oracle for all HIP-3 / HIP-4 markets • the only infra bet on Hyperliquid growth • powers equity perps, indices, commodities, pre-IPOs and prediction markets on Hyperliquid • the only oracle out there powering 24/7 pre-IPOs - if any platform wants to offer pre-IPO trading for SPCX and Anthropic right now, SEDA is the only oracle that can provide it - in other words $SEDA is the only token for exposure to the IPO mania thats coming with SPCX, OpenAI, Anthropic, etc • @tradexyz doesnt have a token, the only exposure to tradexyz is $SEDA as it powers all pairs listed on tradexyz for all other platforms that want to access them • already powered 17B+ of perp volume, taking a cut of the fees + directly powering @Dreamcash (HYPE mobile app making 5B vol/month) • team burning 95-100% of fees paid in $SEDA by platforms that integrate their services (similar to $HYPE) • trading at -80% drawdown from ATH while token burns are 50x higher and fees collected are 20x higher today than back in Nov '25 when $SEDA was trading at ATH of 220m • 47% of total supply staked for unlimited time with 21d notice if decided to be unstaked (did the math real circ mc is roughly 27% of FDV ~ 15m mc rn, which is crazy cheap) • 22m usd raised from CB ventures and others(while real mc is 15m..) + potential Coinbase listing • no more unlocks, no future sell pressure, all tokens from VCs are fully vested and fully circ pre-IPOs will be THE thing this year. so much AI and space stuff valued at TRILLIONS. people in crypto also want to trade it. $SEDA is the only one providing these markets.

what if i tell you @MetaMask has an AI agent + a token? how much is the official AI agent of a 7B company trust with 30M+ active monthly users worth? 50m? 20m? 10m mc?... what if i tell you its bellow 1m mc? FK that its bellow 500k mc LOL @Osobotai is the official MetaMask AI agent - deployed by @McOso_ who is one of the leading devs at @MetaMask few reasons im extremely bullish here: 1) Oso's work centers directly on the @MetaMask Delegation Framework + Smart Accounts Kit, its building tools for the next chapter of autonomous AI onchain activity directly INTO the core @MetaMask wallet (x.com/Flynn_howitt/status/20…) 2) been following @Osobotai autonomous progress for more than 2 months and im genuinely impressed... - shipped 30+ PRs - built the first ERC-7710 delegation manager for Gnosis @Safe multisigs - contributed to major open-source @MetaMask & @ethereumfndn repositories - #1 curator at @0xIntuition - launched a weekly newsletter "The Caveat" osoknows.com/caveat - co-sponsored $10k for @ethereumfndn hackathon directly from the creator rewards & served as a hackathon judge - built a $10k reward puzzle/riddle (still active btw, nobody has solved it yet, you can try here beartrap.osoknows.com) it shipped all these autonomously. 2) $OSO has been supported publicly by @MetaMask + @Consensys team on x (follows, quotes, comments) Sr. Developer Relations at @Consensys even did merch with $OSO lol x.com/ayushbherwani/status/2… 3) @MetaMask wrote a full article on $OSO and @MetaMaskDev tweeted it x.com/MetaMaskDev/status/204… metamask.io/news/autonomous-… 4) the name "Oso" means "Bear" in Spanish, so pretty fun idea that @McOso_ picked up, especially in a bear market 5) MetaMask confirmed $META coin launch in the future, prob a $2B-4B FDV drop... when launch date is finally announced ppl will search for something to speculate on for exposure... this is where $OSO comes in place as the official MetaMask AI agent/mascot 6) also $OSO has very similar setup to @cyb3rwr3n, it is even BETTER than it $META will have way higher FDV than $VVV(under $750M rn) so that naturally puts $OSO ceiling 3-5x higher than @cyb3rwr3n (which hit 5m recently and will prob hit 10m) so realistically speaking $OSO potential is 30-50M mc (not even exaggerating, its just simple math) 7) launched on @flaunchgg, earned $130k of creator rewards where 20% of them go and will continue to go to automatic buybacks, 80% to incentives, development & marketing for $OSO more volume -> more creator fees -> more buybacks for $OSO + more funding for cool projects for Oso to build. 8) really asymmetric r:r at 500k mc, survived a 90% drawdown, very limited downside with a dev & backing like this, seems like the trend just flipped bullish TLDR: idk seems silly for me to not bet on a $7B company AI agent thats under 500k mc, deployed by a respected MetaMask dev, backed by @MetaMask + @Consensys team, building tools directly into MetaMask app, automatic buybacks from fees and -80% from ATH no brainer play. 🐻X🦊