Treker

Trekking through Time and Volume

[Mando @rektmando]

why $RAY might be the Hyperliquid trade of Q1

Fees

- RAY is making the most fees out of any DeFi protocol, even more than Tether some days
- 5-7x Hyperliquids fees, yet is an seventh of its FDV
- 3-5x Uniswaps fees, yet it is a quarter of its FDV

Token & Buyback

- it trades at $2bn MC, $3.5bn FDV
- it is using 12% of its fees to buyback $RAY, no other major DeFi coin is doing this
- at current runrate its buyback is $300m-1bn a year
- you can stake it for 5% APY a year

Position

- all PumpFun coins migrate to Raydium, makes up the vast majority of new tokens
- 50-60% % of all Jupiters volume goes go to Raydium
- they just launched a Perp dex with Orderly

Why now?

- SOL DeFi gonna explode after Trump coin, this is the best flywheel
- SOL DEX volume could hit records week after week
- You can literally see it buying back $RAY every second with TRUMP fees atm, its wild
- Trump about to unlock DeFi with regulation in the US
- own the shovels, avoids all PVP of new launches

Comparison

$RAY $2bn MC $3.8bn FDV
$JUP $10bn FDV
$UNI $14bn FDV
$HYPE $23bn FDV

i think this is a 3-5x trade in Q1

NFA. DYOR

Ray fees: https://t.co/dCwntG35gM
Ray dashboard: https://t.co/hfnuGKFKJo
Buyback wallet: https://t.co/JUGkso0Oal

[Treker @NicksTwittz]

@cryptomanran @SolamaSPL Sunday Fun Day - Beard Stays! 7JpP3n354J3YBNDeA9KkezcHWGDPsMtW7sW73PaRdHcy

[Treker @NicksTwittz]

@cryptomanran @Shiba_Biba Sunday Fun Day - Beard Stays! 7JpP3n354J3YBNDeA9KkezcHWGDPsMtW7sW73PaRdHcy

[Treker @NicksTwittz]

@cryptomanran @FishnChipsSOL Sunday Fun Day - Beard Stays! 7JpP3n354J3YBNDeA9KkezcHWGDPsMtW7sW73PaRdHcy

[Treker @NicksTwittz]

@cryptomanran @Nvr_Surrndr1s Make me rich Ran! CA 7JpP3n354J3YBNDeA9KkezcHWGDPsMtW7sW73PaRdHcy

[Crash @CrashiusClay69]

Will I be one of the first non institutional players ever

to have a $100M+ dollar memecoin portfolio this cycle?

A new era is upon us

Memecoins as a SECTOR WITH STAYING POWER

Is beginning

Is this like buying the S&P 500 in the 1930s 😹🤪

No it’s way better

Fuck the SPY

[Treker @NicksTwittz]

@Kyle_Duups @kyledoops @cryptomanran @kriptomanran @Sheldon_Sniper @sheldino_on_sol Adding some $DUUPS now, a very rare buying dip!!!

[Ran Neuner @cryptomanran]

Here is my buy list - In order:

1. $AR
2. $SOL
3. $TON
4. $NEAR
5. $SUI
6. $RUNE
7. $GEAR
8. $FTM
9. $TOOKER
10. $GUMMY

[Magus @TraderMagus]

Vwap Thread

So what is Vwap? Volume Weighted Average Price

VWAP = Cumulative Price x Volume/Cumulative Volume

A simple indicator but when properly understood became the most valuable part of my system

[Treker @NicksTwittz]

@kylechasse 5 - The Ticker is Tooker!

[Ran Neuner @cryptomanran]

My updated Memecoin bags;

$BRETT
$WIF
$DEGEN PEPE
$ROOST
$SGOAT
$BASENJI
$REDO
$WHOREN
$TOOKER
$JENSEN
$THAVAGE
$PENG
$BLACKROCK
$BLUE GATES

I may have left some out….

[Kyle Chassé 🐸 @Kylechasse]

This is my current watchlist:

$DOGE
$BONK
$FLOKI
$MKR
$SHIB
$FET
$PEPE
$CAKE
$TON
$SOL
$ONDO

[Alex Becker 🍊🏆🥇 @ZssBecker]

The biggest alpha is the market is dull & hesitant right now as we are heading into 2-3 months of the best IDOs/new coin release EVER in gaming...and AI.

This will leave these at easy 3-10x buys when the market heats back up

Here's my list in both sectors. Will have a video on this likely mid/end next week. Leave a like if you find it useful.

I expect all these to be absolute bangers. Again due to the current state of the market I think people will actually be able to get into these at good prices UNLIKE when the market is heated n IDOs get bought to huge market caps in seconds.

I think the GAMES below have solid chances to run at Illuvium like levels (higher risk, but huge reward) . I think the INFRA are extremely solid straight forward consistent bets.

Games (Soon)
Bloodloop (very soon)
GamesGG (infra, very soon))
ChronoForge
Pixelmon
My Pet Hooligan
Gaimin (L1 infra)
Xborg (game infra)
Rumble Kong League
Mocaverse (infra/huge)

Games Upcoming
Gunzilla/Off The Grid
Treeverse

AI/Depin
Skillful AI
GPU. Net
DOP (Data Ownership Protocol)
NukAI

Again the IDO/Launchpads that will likely give the best exposure to these at presale prices are
Seedify
Bytes
Sidus
PAID (for stuff outside gaming)

Feel free to throw yours in however I think this absolutely covers the best drops coming in gaming.

And yes I have invested in all of these.

[𝕋𝕣𝕒𝕧 @trav_terminal]

$NVDA not only crushed earnings but rumors have it that they will be allocating 2.2B in funds to low cap meme projects

Hearing they’ve never been this bullish on crypto ai and memes

Big if true 👀

[Treker @NicksTwittz]

@martypartymusic jup/radium show 2 CBDC coins... which is correct ?

[Treker @NicksTwittz]

@kylechasse Did you say the video would be bearish...

[Defi_Mochi @defi_mochi]

. @JupiterExchange $JUP is the biggest upcoming catalyst for @solana which will be a huge capital injection of billions of fresh dollars 💶.

$WEN (Current peak almost $150m) already gave us a taste of what's to come 👀👀👀)

1. Ape $JUP

What many don't realise is that @JupiterExchange is the number 1 crypto app by experience and speed. Its an entirely viable strategy to ape $JUP while others are selling their airdrops

2. $SOL shitcoins

Position yourself in shitcoins that capture the most attention in any given period. I.e. Currently $WEN and $MILK

3. $SOL Defi ($RAY $ORCA $BLZE $JTO $GUAC)

Transaction volumes are likely to skyrocket which means higher fees and users across all of solana defi

4. $SOL DEPIN

$HNT $MOBILE $NOS $SHDW are top picks for solanas robust decentralized physical infra eco which includes data storage, mapping and mobile networks

[Bozo Finance @BozoFinance]

Deflation hitting new records today now sitting at 24.4%(!).

Only 756/1,000 NFT's are now available.

The $bozo token is trading at a massive -$7,946 discount.

Bozonomics working like magic 💸♻️🚀

👉 https://t.co/fktuOyrnxS

[Metaquant @QuantMeta]

Chinese projects were one of the biggest narratives in 2023.

$FIL - Chinese Bitcoin
$CFX - Chinese Ethereum
$PHB - Chinese Akash
$LINA - Chinese Synthetix

2024 is the Year of the Dragon, and the narrative will echo back.

Quick thread on the projects that I'm looking at 👇

[Treker @NicksTwittz]

@kyledoops Taking its 4th shot at Resistance, I will give it a decent chance at breaking through with a strong SVC Candle and Wick and retrace quickly! Its happened identical with DOT at the top of the Channel yesterday after Kyle mentioned possible scalp opportunities.