AlphaWizard

NFTs function like cryptographic tokens, but, unlike cryptocurrencies such as Bitcoin or Ethereum. #nft #crypto

[AlphaWizard @AlphaWizeard]

@Kaffchad $BASECAT and $STONKEX worth watching

[Kaff 📊 @Kaffchad]

Base felt like it was being left behind in the tokenized stock meta after rebuilding the chain and admitting the Farcaster/Zora/social-first thesis didn’t work.

While RH is winning a lot of the trenches/casino mindshare, I can still see ppl refusing the idea of buying a coin just because it’s on Base instead of RH.

But what if this healthy correction today is just the start of a rotation back to Base, especially when the chain itself is actually not that bad?

I’m seeing the Base team doing a lot to bring the trenches back.

– 13 B20 contracts deployed now, 10 with real circulating supply

– all tokenized equities on Base are ~$22.6M

– doing roughly $52–62M DEX volume daily

– $236M volume, 992k txs and 7.4k holders basically right after the first launch window

– 2–3x daily turnover on the entire equity float

– 186M x402 tracked settlements across chains worth ~$42M, with Base the biggest chain by count

Stocks + credit + payments + agents are all pointing in the same direction, and @cobie gets the Base App.

I think it’s worth taking a chance on some of the interesting projects and memes being built here.

$BASECAT: Base’s native builder mascot, already Coinbase-listed, with Cobie/Coinbase followed.

$BLUECHIP: literally a blue chip on the blue chain, paired with tokenized base:0xb20000000000000000000078ee7ce2fe4908108c, reviving an old BLUECHIP meme Cobie posted about back in 2014, with his recent follow adding more lore.

@Stonks_Exchange $STONKEX: Base-native B20 memestock launchpad letting memes pair directly with Coinbase stocks, with ~579 launches and 80% of platform fees used to burn the token.

@BaseStonk base:0x0f61edbfe6cd86024c0f210c0695b08df55fdfc9: broader v4 memestock launchpad supporting any liquid asset pair + stock dividends, with ~900 launches and ~$30.5M cumulative volume.

@kairence_ai $KAI: sovereign AI-agent launchpad where trading fees fund inference, compute and x402 spending.

@BaseBario base:0xa9f6d9eca1f803854a13cecad0f21d43e007db07: Base-incubated onchain gaming/entertainment stack where games + NFTs feed base:0xa9f6d9eca1f803854a13cecad0f21d43e007db07 burns and tokenized-stock rewards, connecting the stock meta to consumer apps.

@basednouns $CHIP: NFT activation layer where users burn $CHIP to “chip” Noun NFTs and earn weekly tokenized-stock rewards, with tier upgrades creating even more burns.

$BOTS: live bots-only social network with 344 verified AI agents, signed identity + hosting + USDC/x402 payments and a persistent 3D world.

Base disappointed users for a long time, but this time with Cobie joining the board, I believe they finally know what they need to do.

[AlphaWizard @AlphaWizeard]

@0xWINNYx @Vozdexai Live proof hits different

[Winny @0xWINNYx]

Last night, I sat and interacted with the @Vozdexai demo and it's really interesting.

I realized that most privacy concepts are vapor.

This one was a live $VAI buy going through their engine, then they dropped the txs.

[AlphaWizard @AlphaWizeard]

@Okada_DeFi0x @arc New chain, new narratives, new opportunities. Arc looks interesting

[Defi Rocketeer @Defi_Rocketeer]

is HyperEVM becoming the next Robinhood Chain?

I have been watching HyperEVM closely over the past few days.

It has quickly moved from infra built mainly around HYPE into a high-volatility trading eco.

after Trump mentioned bringing @HyperliquidX to the US legally, $HYPE rallied to a new ATH near $83.27.

That move created stronger liquidity, attention and risk appetite across HyperEVM.

Memes reacted first.

> $EGG became the main sentiment leader after the community revived Jeff Yan’s old “buy eggs with your shitcoins” post.

Its market cap briefly reached around $8M-$9M before pulling back.

> solana:GuSborgzpo6Hc7msoRouQyPJ3psxgAHm4amC9iDhpump followed with a more personal narrative linked to Jeff’s previous company, Chameleon Trading.

It briefly reached ~$4M, then retraced heavily.

I do not see these memes as the main thesis.

They are useful because they show where attention is entering the ecosystem.

The more important question is whether that activity moves into native infra.

Here are the projects I am watching:

[1] @MotionOnHype

Motion is becoming the main meme issuance venue on HyperEVM.

Tokens move through a bonding curve before graduating to HyperSwap V3.

The platform earns from token creation, bonding activity and pool trading.

If meme issuance remains active, Motion can capture value regardless of which individual token wins.

[2] @Kinetiq_xyz

This remains the most complete utility project in the eco for me.

Users stake HYPE for kHYPE, continue earning staking rewards and can deploy that liquidity across lending and LP strategies.

More importantly, revenue from Kinetiq products and part of its validator income supports KNTQ buybacks and distributions to sKNTQ stakers.

That gives kinetiq:native clearer value capture than most ecosystem tokens.

[3] Kinetiq Launch

HIP-3 exchanges normally require a 500,000 HYPE deployment stake, almost $40M near current prices.

Kinetiq Launch allows communities to fund this requirement collectively while separating exposure through individual exLSTs.

I find this more interesting than another standard launchpad.

It positions Kinetiq as infra for launching new perpetual markets.

Launch revenue adding another source of kinetiq:native buybacks.

[4] @hyperlendx

HyperLend is becoming HyperEVM’s main credit layer.

It currently holds roughly $570M in TVL with around $308M borrowed.

Users can also stake HPL as sHPL to receive borrowing rebates of up to 80%.

The low token valuation relative to protocol deposits explains the market interest, although TVL alone does not guarantee token value.

[5] @prjx_hl

Project X is currently the leading native concentrated-liquidity AMM on HyperEVM.

It has around $47M in TVL and recently captured a large share of the chain’s spot DEX volume.

If meme liquidity converts into sustained spot trading, Project X should be one of the clearest beneficiaries.

This is where I see the early similarity with Robinhood Chain:

memes attract users → trading activity grows → native DeFi infra captures the flow.

but the 2 ecosystems still have different advantages.

Robinhood Chain has direct consumer distribution and tokenized stocks.

#HyperEVM has HYPE liquidity, a strong trading-native user base and direct integration with the wider Hyperliquid ecosystem.

so i think calling HyperEVM the next Robinhood is still premature.

The biggest issue is gas.

During peak activity, some HyperEVM transactions reportedly cost more than $10, occasionally reaching the $10-$20 range.

That may increase demand for #HYPE and generate more network revenue, but it directly limits small trades, frequent meme rotation and user retention.

HyperEVM has already proven that it can attract speculative liquidity.

Now it needs to prove that it can retain it.

DYOR.

[AlphaWizard @AlphaWizeard]

@Kaffchad That ratio is hard to ignore

[Kaff 📊 @Kaffchad]

I might be wrong abt $Ponsion,

but it's weird that a project already distributed ~$50K to holders in ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 but only has a $50K mcap.

[AlphaWizard @AlphaWizeard]

@Defi_Rocketeer @PulsechainCom External liquidity is the key metric here

[Defi Rocketeer @Defi_Rocketeer]

Can PulseChain escape the HEX economy? Mapping the protocols creating new demand

PulseChain has spent most of its life looking like the HEX economy with its own blockspace.

The question is whether @PulsechainCom has finally built enough stuff that would still have a reason to exist if HEX disappeared tomorrow.

Surprisingly, the answer is starting to become maybe.

PulseChain has $101M DeFi TVL now. @PulseXcom holds $83M and does $5.1M daily volume out of ~$7M for the whole chain.

From the app layer, concentration still looks pretty brutal. HEX/USDC, HEX/WPLS, HEX/DAI and HEX/PLSX still keep showing up near the top.

But it has ~$62.8M canonical bridged TVL, with:

– $15.7M HEX

– $15.5M USDC

– $12.9M DAI

– $11.5M WETH

– $4.6M USDT

– $1.4M WBTC

HEX is still the single biggest bridged asset, but HEX + ICSA + HDRN are only ~26% of that book, while stables + WETH + WBTC are ~73%.

That's ~$46M of outside inventory sitting onchain that doesn't mechanically need HEX to exist.

This is probably the most important number in the entire PulseChain thesis because it's actual external inventory sitting on the chain.

The problem is what happens after the money arrives.

HEX/USDC, HEX/WPLS, HEX/DAI and HEX/PLSX are still repeatedly among PulseX's biggest pairs.

I’d estimate HEX-core + HEX-adjacent flow still makes up something like 35-55% of DEX volume depending on the day.

So external capital enters, but a lot of it still gets sucked into the same gravity well.

USDC → $PLS → $PLSX/$HEX/$INC → LP/farm → rewards → back through PulseX.

So escaping HEX might require changing what trades through PulseX imo.

If WPLS/USDC, WPLS/DAI, WETH, PRVX and other non-HEX pairs slowly become the fee engine, the same infrastructure that built the HEX economy becomes infrastructure for the next one.

Some protocols can probably create new demand outside HEX:

– @liquidloansio : $4.4M TVL, ~$1.2M USDL. The CDP uses PLS as collateral rather than HEX. If HEX disappeared tomorrow, Liquid Loans would still have a product.

– @hyperlane : hUSDC and multi-chain messaging give external capital another route in.

– @LibertySwapFi : connecting Pulse assets across routes including Sonic, HyperEVM, Cronos and Pharos.

– @ProveXCom : P2P fiat ↔ crypto using ZK rails is exactly the type of product PulseChain needs because a user could theoretically arrive from a bank account instead of arriving through HEX.

I'd still put PulseChain at maybe 45-70% of its economic flow being HEX or HEX-adjacent, while 30-55% is becoming a second economy around stables, PLS credit, bridges and non-HEX trading.

The bull case is that HEX remains the original capital base while another cohort grows beside it.

True escape is a much higher bar.

– HEX pairs falling below ~30% of PulseX volume

– majority of new wallets touching a non-HEX app first

– one app reaching $50M+ TVL because outsiders actually want the product

Now PulseChain needs people who never cared about HEX to actually use it.

[AlphaWizard @AlphaWizeard]

@Okada_DeFi0x Watching the real winners

[AlphaWizard @AlphaWizeard]

@Defi_Rocketeer Strong setup 🔥

[Defi Rocketeer @Defi_Rocketeer]

$UNI is starting to confirm more clearly what I’ve been waiting for on the weekly chart.

$UNI is currently around $5.13 and is still holding up quite well despite bitcoin:native pulling back, while staying above the weekly EMA26, reclaiming the EMA50, and continuing to form a higher low from the $2.5–$3 bottom area.

on the fundamentals side, Uniswap currently records:

→ $45.2B trading volume / 30D

→ $61M fees / 30D

→ $6.6M revenue / 30D, +67.9%

→ $6B TVL, +25%

→ 4.2M monthly active users, +11.7%

@RobinhoodCrypto currently contributes around $2.6M, or 39.4% of @Uniswap is 30D revenue, higher than Ethereum at around $1.7M.

94% of revenue still comes from v3, meaning the core business is already generating strong revenue even before v4 contributes meaningfully.

$UNI is still moving in the right direction, and I think this setup still has a lot to look forward to.

DYOR & NFA.

[NEO @Defi_Neo]

I’ll take the uncomfortable entry over the comfortable chase every time.

Everyone wants to be early.

Until being early means nobody cares.

Its “dead” at $100K,
“risky” at $500K,
then “obvious” at $5M

You don’t need anyone’s permission to make an entry.

[Defi Rocketeer @Defi_Rocketeer]

$4 is reacting the strongest today, while test-3:native and mubarak:native are still holding pretty nice structure

Right now:

> $4 +45%
> czs-dog:native +20%
> mubarak:native +12%
> test-3:native +8%

momentum is starting to come back across the whole basket.

not sure how far this round can go, but the setup looks good.

BNB meme rotation doesn’t look done yet.

still watching. NFA.

[Defi Rocketeer @Defi_Rocketeer]

many wallets came within reach of a life -changing opportunity with $PONS, then sold it within just a few minutes.

i checked several wallets that bought $PONS very early, and their timing is pretty hard to believe.

> Wallet : 0x26569FFa1809ace639dE970DfC8f6e6787b3E2A6

bought 19.55M $PONS for around $347. 17 minutes later, sold everything for $1,382.

profit was over $1K at the time, that still looked like a very good trade.

but at around ~$0.112, those tokens would be worth about $2.19M.

> Wallet : 0x49745A2EbD3ef7544Ab3a801a34073Da37327f50

bought 10.59M $PONS for around $174. Just over 4 minutes later, sold for $180.

Profit was less than $7.

at the same price level, those $PONS would be worth about $1.19M.

ofc, looking back is always easier than being in the trade.

but the $PONS case reminds me of one thing: with asymmetric bets, finding a good entry is only half the story. Deciding how much to sell and how much to keep for upside if the thesis keeps playing out is the harder part.

Keep digging with me for names that could be the next $PONS on @RobinhoodCrypto .

DYOR.

[AlphaWizard @AlphaWizeard]

@Okada_DeFi0x Waiting for 5x is costly

[AlphaWizard @AlphaWizeard]

Good morning 🌞

[Defi Priest @0xBispo]

If you're still holding stables, it might be worth looking at Binance's $USD1 campaign.

Three Friday reward distributions remain: Jul 24, Jul 31, and Aug 7.

How it works:

• Hold $USD1 on Binance (Spot, Funding, Margin, or Futures) to qualify for WLFI rewards.

• Maintain 300+ $USD1 daily open interest on eligible USD1 futures pairs to get a 1.2x rewards multiplier.

• BTCUSD1 currently has 0 maker fees.

No staking. No lockups. Just make sure you understand the campaign requirements before participating.

The 300 USD1 threshold is intentionally low, making it accessible for a wider range of users.

$WLFI will be surging in the next following months according to market conditions and pump szn

Stay positioned anon!

Get to work.

[AlphaWizard @AlphaWizeard]

@Kaffchad @Spritehoodio @ClutchMarkets NFTs becoming financial primitives now