DSGL

Entrepreneur

[Axel Bitblaze 🪓 @Axel_bitblaze69]

If I had to build one basket of safe bets to get full exposure of Robinhood eco:

- $HOOD: direct Robinhood exposure
- $ARB: the stack behind the chain + revenue share
- $UNI: main spot liquidity
- $MORPHO: lending and Robinhood Earn
- $LIT: perps inside Robinhood Wallet
- $PONS: chain native launchpad
- $NET: native DeFi/RWA play
- $CASHCAT: main meme beta

most of my size would stay in all these coins.. and then yeah i’d rotate small bets into day to day new coins on Fomo or pumpfun

[Our Crypto Talk @ourcryptotalk]

These projects belong to more than one crypto narrative. The overlaps are where the real theses live.

AI + L1:

$TAO
$NEAR
$ICP
$INJ

L1 + RWA:
$XLM
$AVAX
$OM
$ALGO
$XDC

RWA + L2:

$MNT
$PLUME
$POL

AI + RWA:

$RENDER
$AKT
$GRASS
$IO
$FIL

All four (AI + L1 + RWA + L2):
$LINK

Save this map. Which overlap are you most bullish on?

[Bull Theory @BullTheoryio]

🚨 LEOPOLD ASCHENBRENNER IS OFFICIALLY BETTING BILLIONS THAT THE AI HARDWARE BOOM HAS PEAKED.

The exOpenAI researcher who was fired for warning that China could steal their AI models then turned $225 million into $5.5 billion in 12 months just filed his Q1 2026 13F with the SEC.

One quarter ago he had $5.5 billion in disclosed equity exposure. As of March 31, 2026 that number is $13.67 billion. The portfolio nearly tripled in a single quarter across 42 positions.

He initiated $7.46 billion in put options against every major semiconductor company between January 1 and March 31, 2026.

None of these positions existed in his Q4 2025 filing.

- SMH VanEck Semiconductor ETF PUT: $2.04 billion
- Nvidia PUT: $1.57 billion
- Oracle PUT: $1.07 billion
- Broadcom PUT: $1.01 billion
- AMD PUT: $969 million
- Micron PUT: $583 million
- Taiwan Semiconductor PUT: $535 million
- ASML PUT: $494 million
- Intel PUT: $159 million

For the past 18 months Aschenbrenner was betting only on electricity, memory, compute, and physical data center infrastructure. That made him one of the best performing fund managers in the world. And his long stock book still reflects that exact same thesis.

- Bloom Energy: $878 million
- SanDisk: $724 million
- CoreWeave: $556 million
- IREN: $401 million
- Core Scientific: $389 million
- Applied Digital: $320 million
- Riot Platforms: $142 million
- CleanSpark: $104 million
- Solaris Energy: $62 million
- T1 Energy: $43 million
- Bitfarms: $38 million
- Bitdeer: $29 million
- Power Solutions: $26 million
- WhiteFiber: $20 million
- Babcock and Wilcox: $19 million
- SharonAI: $18 million
- ProPetro: $13 million
- Hive Digital: $6 million

He is also running call options on specific names at the same time as his puts, which means he is not simply betting against semiconductors everywhere.

- Micron CALL: $422 million
- SanDisk CALL: $388 million
- Taiwan Semiconductor CALL: $354 million
- CoreWeave CALL: $140 million
- Bloom Energy CALL: $55 million

This means he believes the companies supplying power, storage, and compute to the AI industry still have years of growth ahead of them.

But the chip companies that Wall Street has been buying for the past two years at record valuations have already priced in everything good that is going to happen to them.

The man who has been right about every major AI trade for the past 18 months is now betting that the biggest names in semiconductors are about to fall.

If his track record means anything, the chip stocks Wall Street has been buying for the past two years may be in serious trouble.

[Base Hub 🛡️ @BaseHubHB]

Top 10 Base's Project of the week.

ecosystem is pushing crazy numbers this week, here are the top 10 projects:

1. @aerodromefi
crossing 30B in volume and dominating BTC pool liquidity

2. @virtuals_io
advancing AI infrastructure by grabbing a dot agent domain and sponsoring agentcon

3. @uptopia_xyz
teased webapp coming soon and driving consumer growth through consistent integrations on base

4. @rosetta_hl
dropping explorer v2 to bring real time intelligence to yield routing

5. @worldmobileteam
hitting 3M daily active users and scaling massive DePIN adoption

6. @atlasorafi
turning real estate into verifiable cashflow after passing 2000 users

7. @satsterminal
unlocking deeper BTC liquidity by refining native deposit to borrow flows

8. @markit_markets
launching their mainnet sportsbook for community backed prediction markets

9. @axisrobotics
exiting beta went fully LIVE on Base mainnet to launch a decentralized physical AI network for training robots

10. @mamo
activating a massive rewards program for USDC deposits to quickly onboard users on base

[Base Hub 🛡️ @BaseHubHB]

Weekly Revenue for Base and Blockchains (L2)

This data represents the total fees collected by Base & Others L2 from users executing transactions on the network.

■ @base : $1.1 M
■ @arbitrum : $190.2 K
■ @Optimism : $165.3 K
■ @Bifrost : $54.5 K
■ @Immutable : $46.3 K
■ @Starknet : $34.8 K
■ @LineaBuild : $15.1 K
■ @unichain : $5.2 K
■ @hydration_net : $5.1 K
■ @Celo : $4.9 K

Base is dominating Layer 2 as of today

[Coin Bureau @coinbureau]

🚨WHALE BOUGHT $35.7M IN ALTS DURING THE DIP!

LookOnChain has identified a whale that scooped up $35.7 MILLION worth of #altcoins during the market dip.

He accumulated $ETH, $LINK, $ENA, $AAVE, $ONDO, $UNI, $SKY, and $LDO.

[Lookonchain @lookonchain]

The mysterious whale "0xBC64" bought another ~$13.9M worth of 10 assets during the market dip — and moved them to on-chain wallet.

Including:
22.7M $ENA($5.92M)
1,898 $ETH($5.79M)
38,614 $LINK($527K)
74,217 $UNI($413K)
134,005 $PENDLE($323K)
753,625 $CRV($295K)
521,061 $ONDO($242K)
12,665 $ENS($141K)
754 $AAVE($140K)
149,593 $AERO($98K)

[Journal du Coin @LeJournalDuCoin]

🔎 Comment dérouler un trade de A à Z ?

Cara, trader pro chez Steady Lads, vous livre sa stratégie complète de trading crypto dans une masterclass pleine de secrets.

Notre article 👇

https://t.co/dfuy1vR2mF

[Dami-Defi @DamiDefi]

Major Updates of Top Projects in November:

$INJ: launched on-chain Pre-IPO perpetual markets
$AERO: programmatic buybacks and max-locks; Aero–Velodrome merger; frontend DNS incident resolved
$LINK: announced Confidential Compute and Chainlink Runtime Environment
$MON: Mainnet launch
$ONDO: Secures EU regulatory approval
$ICP: unveiled Caffeine, an AI app-builder platform
$FET: ASI Chain testnet and migration-finalization milestones
$TAO: ecosystem funding push via Yuma and TAO Synergies initiatives
$RENDER: crossed 60M frames rendered on the network
$SUI: announced USDsui, a native stablecoin
$AVAX: announced Avalanche Treasury Co. via SPAC to build a large ecosystem treasury
$CPOOL: KODA partnership for institutional custody integration
$PLUME: SEC-registered transfer agent; Wormhole integration; part of Paxos USDG0 launch cohort
$STRK: S-Two prover live on mainnet
$ADA: brief chain split followed by emergency patch and network upgrade
$SOL: validator performance gains with Firedancer/Frankendancer testing

Which are you most bullish on?

[PHOENIX - Crypto News & Analytics @pnxgrp]

TOP #GAMING PROJECTS BY SOCIAL ACTIVITY

$LINK $APE $RENDER $MON $VRA $GALA $ACE $BEAM $NAKA $IMX

[Cryptoast @CryptoastMedia]

📈 Et si une IA gérait vos placements en USDC à votre place ?

@ZyfAI_ propose un agent autonome capable d'optimiser vos placements et de réallouer vos USDC sans frais pour capter le meilleur rendement possible

Découverte de cette innovation👇
https://t.co/L4j1pHixXD

[Grayscale @Grayscale]

Learn about the diverse digital assets we’re considering for future investment products and explore those already part of our offerings in our latest Assets Under Consideration update. Are we missing anything? 🤔

Read the full report: https://t.co/Tr5lU1CSSQ

[Mr Brondor @MrBrondorDeFi]

I’ve spent 5 years in the trenches of Crypto Gaming.

Here’s my brutally honest Q4 2025 tier list

(and yep, some big names flopped hard)

🧵👇

SSS: $AXS @AxieInfinity, $NAKA @NakamotoGames, $ATLAS @staratlas, $BEAM @BeamFDN, $ILV @illuviumio, $SUPER @SuperVerse, $WILD @WilderWorld

AAA: $GALA @GoGalaGames, $GODS @GodsUnchained, $OL @OpenLoot, $XBG @XBorgHQ, $ALU @altura, $RON @Ronin_Network

BB: $ENJ @enjin, $MCADE @Metacade_, $RACA @RACA_3, $PIXEL @pixels_online, $IMX @Immutable, $PYR @VulcanForged

C-rap: $SAND @TheSandboxGame, $MANA @decentraland, $NOT @notcoin, $BIGTIME @playbigtime, $SLX @Slime_Miner, $UDS @Undeadscom

nfa-dyor

[Astro🚀 @Astro_Crypto_]

📊 Les figures chartistes que tout investisseur devrait connaître

Chaque pattern est un signal du marché.

🟢 Haussier → momentum ou reprise
🔴 Baissier → faiblesse ou retournement

Un visuel clair pour décoder les graphiques 💾

À garder et partager avant le bullrun 💡

[Journal du Coin @LeJournalDuCoin]

👀 OnePay, la fintech détenue majoritairement par Walmart, intégrera cette année le trading et la garde de Bitcoin et d’Ethereum dans son application bancaire mobile, utilisables pour des achats chez Walmart

[Chain Broker 🇺🇦 @chain_broker]

📊 TOP PROJECTS BY BROKERSCORE

@pendle_fi 8.29
@berachain 8.22
@OndoFinance 8.17
@StoryProtocol 8.16
@SuiNetwork 8.00
@TheSandboxGame 7.92
@nillion 7.73
@NEARProtocol 7.72
@0xPolygon 7.67
@Uniswap 7.65

BrokerScore evaluates and ranks crypto projects relative to one another, based on their performance across various dimensions

$PENDLE $BERA $ONDO $IP $SUI $SAND $NIL $NEAR $MATIC $UNI

[Kyren @noBScrypto]

If you missed $ONDO, look into $PLUME

If you missed $RENDER, look into $ATH

If you missed $LINK, look into $PYTH

If you missed $SUI, look into $SEI

If you missed $UNI, look into $AERO

If you missed $HYPE, look into $INJ

If you missed $AAVE, look into $MORPHO

Am I saying that these projects are the next to take over the predecessors?

Absolutely not, Web3 has proven time & time again that there is room for coexistence.

But what I am saying is that many projects offer a similar type of utility.

And in a bull run, liquidity doesn't discriminate.

Don't overthink on the project, just understand where exactly they fit within the core narratives.

Let capital rotation handle the rest...

[Cryptogics @cryptogics]

TOP 8 PROMISING PROJECTS WITH CAPITALIZATION BELOW $300M

$AVNT $KAITO $QUBIC $IOTX $SOMI $ASTR $SAHARA $PROVE

[Our Crypto Talk @ourcryptotalk]

RWA Tokenization Altcoins 🏠

Large Caps 🪙

$ONDO $LINK $ALGO
$QNT $VET $INJ

Mid Caps 🪙

$TRAC $AXL $ZBCN
$IOTA $XDC $PENDLE

Low Caps 🪙

$PROPC $RIO $PROPS
$BKN $CPOOL $WELF

Which one would you choose from each category for this Altseason?

Pick your 3 👇

[Cryptogics @cryptogics]

DAILY GAINERS

$PTB $RED $SOMI $SIDUS $ZENT $AZERO $VELVET $GATA