Otis.oft 🎩

Ppl call me Otis!

▸ Analyst

▸ Web3 Educator

▸ Free (will) writer 📚

[Otis.oft 🎩 @0xOtisoft]

Kickstart your journey on @Polkadot.

Here are the 3 native wallets to jump in.

More explanations 🧵⤵️.

[Amber _ D @0xAmberCT]

Upcoming token unlocks you don't want to skip:

- $EIGEN: $7.44M

The unlock lands right as EIGEN is already under pressure from a Polychain-linked unstake event: this is a meaningfully dilutive unlock relative to a sub-$200M market cap and skews bearish near-term.

- $ENA: $2.93M

Now hovering near all-time lows, the unlock value seems small, the bigger issue is ENA's structural unlock overhang, not this specific tranche.

- $HYPE: $29.37M

One of the strongest charts in bear, huge value unlock vs. huge market cap is negligible, especially with buybacks structurally offsetting dilution.

- $IOTA: $434.6K

Sitting at a fresh all-time low, $434.6k against a ~$160M cap is immaterial, IOTA's weakness is macro/sentiment-driven, not supply-driven.

- $OP:$431k

OP has been down heavily from 2024 highs; the DAO's buyback program (50% of Superchain sequencer revenue) is a slow-building offset to dilution.

- $APT: $6.45m

APT is now deeply oversold. The unlock value against a $490M cap is moderate, but adding supply into an already fragile tape.

- $PUMP: $116.7m

PUMP chart is greatly supported by an aggressive buyback-and-burn program. The huge unlock is the standout risk from team and investors is a genuinely large overhang that could outpace the buyback engine short-term.

- $XCN: $1.14m

The price chart is beaten down, RSI has swung from deeply oversold, stuck in a bearish consolidation

- $STRK: $3.7m

This unlock value is modest in isolation, but it's one installment in a long, well-known dilution schedule that's already priced in as an ongoing overhang.

- $SEI: $2.63m

Though this inlock is small relative to cap, which unlikely to be the primary driver of near-term price action.

Other unlocks that may bother you:

- $ARB: $7.05m
- $ZRO: $21.09m
- $KAITO: $9.89m
- $H: $22.26m
- $XPL: 7.67m

Piece!

[Mantle @Mantle_Official]

https://t.co/VsqJzbxfly

[DeFi Warhol @Defi_Warhol]

Tier list of potential upcoming TGEs.

S-tier:
@Polymarket
@megaeth (confirmed Apr 30)
@base
@Theo_Network

A-tier:
@Rabby_io
@nansen_ai
@Dreamcash
@trylimitless
@variational_io
@nadoHQ
@grvt_io
@0xProbable

B-tier:
@hibachi_xyz
@pacifica_fi

.
.

F-tier: (0 reasons for a token)
@MetaMask
@opensea

If there was a lower tier than F, I would put @Photon_Labs and @TrojanOnSolana there for dragging out their TGE this long.

[Otis.oft 🎩 @0xOtisoft]

@0xAmberCT complicated, the hackers should be so good at planning for the exploit

[Otis.oft 🎩 @0xOtisoft]

@0xgilllee @Mantle_Official @Infinit_Labs @aave Agentic on Mantle

[Otis.oft 🎩 @0xOtisoft]

@defikadic they're really making movement around it

[Otis.oft 🎩 @0xOtisoft]

@arndxt_xo Hey the listen button is peak

[Otis.oft 🎩 @0xOtisoft]

@Zun2025 Kaito??

[Otis.oft 🎩 @0xOtisoft]

@0xCheeezzyyyy long time no random posting bro

[Otis.oft 🎩 @0xOtisoft]

@hooeem Nicely built

[hoeem @hooeem]

here’s a list of everything Claude has shipped in the last 52 days (insane): 👇

[Otis.oft 🎩 @0xOtisoft]

@defikadic @OndoFinance perfect case study to follow

[Otis.oft 🎩 @0xOtisoft]

@arndxt_xo @PerleLabs @edgeX_exchange BP laucnh is really underpowered

[Otis.oft 🎩 @0xOtisoft]

@0xgilllee have you seen The Parenting series?

[Otis.oft 🎩 @0xOtisoft]

@defikadic @0xgilllee @Lombard_Finance congrats, you deserve it man

[Otis.oft 🎩 @0xOtisoft]

@0xCheeezzyyyy @mETHProtocol is restaking still a spotlight on Mantle?

[Otis.oft 🎩 @0xOtisoft]

@Defi_Warhol @mstable_ @UnitasLabs @YuzuMoneyX @yield @Main_St_Finance @gaib_ai @MidasRWA @upshift_fi how can you find all of these stuffs?

[DeFi Warhol @Defi_Warhol]

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┃
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┃
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┃
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┃
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┗ 📂 @reservoir_xyz wsrUSD

[Otis.oft 🎩 @0xOtisoft]

@Defi_Warhol copy pasta guys &gt; creators LOL

[Otis.oft 🎩 @0xOtisoft]

@0xgilllee pendle pendle