SmolCap Adventurer

Smart contract on bitcoin.

[SmolCap Adventurer @Smol_Cap]

Ignore this tweet, those are notes for myself

BTC bottom: October 2026 @ 45k-50k
BTC top: Early fall 2029 @ 0.25M

2017: ICOs (Creating assets)
2021: DeFi & L1s (Building financial infra)
2025: RWA & AI (Connecting the real world)
2029: BTCfi (All of the above on bitcoin)

[SmolCap Adventurer @Smol_Cap]

7M TVL on OYL AMM 🎉🎉🎉

Fun fact #1: That's 0.2% of Uniswap's TVL.
Fun fact #2: My bearish scenario is 10% of Uniswap's TVL 😂

Healthy profits are being taken on DIESEL after an incredible run. I have no problem with that. But if you think it's over...🤦

[SmolCap Adventurer @Smol_Cap]

The image below is me thinking about PT-dxBTC and YT-dxBTC.

[SmolCap Adventurer @Smol_Cap]

@gabe_subfrost 90% of lp liquidity lock 😮That's commitment 💪

[SmolCap Adventurer @Smol_Cap]

@LUO4562580 @btcbongo @AirheadFun Some people did in fact play it😆 3$ when you wrote this; now arguably the most liquid asset on btc L1

[SmolCap Adventurer @Smol_Cap]

@BaconFree9 @btcbongo @AirheadFun Arguably the most liquid asset on BTC L1 right now 😆

[SmolCap Adventurer @Smol_Cap]

There is absolutely no way @btcbongo bought DIESEL at $3 back in November 2025 and isn’t bragging about this insane run to $100.

He paper-handed or never bought 🫤

[Bongo 🥁 @btcbongo]

Seems like nobody is paying attention to alkanes atm, probably a good time to get more $DIESEL and some @AirheadFun

[SmolCap Adventurer @Smol_Cap]

The Subfrost $FIRE vault is pretty sick. It's a cross between:

- Olympus DAO's Protocol Owned Liquidity (POL)
- Pendle Finance's PT and YT tokens
- Camelot DEX's Lock Multipliers

I have no idea how this will play out, which makes it very exciting!

[SmolCap Adventurer @Smol_Cap]

@dipwitch_ 💯

[SmolCap Adventurer @Smol_Cap]

@StanganelliCle BTCfi narrative hasn’t even begun!

[SmolCap Adventurer @Smol_Cap]

Been saying the same thing for years now: BTCfi will be the last narrative I invest in. I see nothing more important and nothing more undervalued right now.

2021 DeFi on Ethereum was the practice run.

Get ready for the real one on the true settlement layer.

[SmolCap Adventurer @Smol_Cap]

@StanganelliCle @CajunCanadian_ BTCfi so smol compared to ETH defi

[SmolCap Adventurer @Smol_Cap]

Nothing to see here... just the biggest single BTC transaction ever executed on a bitcoin native AMM.

[SmolCap Adventurer @Smol_Cap]

Another one!!! Keep them coming 😊

[SmolCap Adventurer @Smol_Cap]

This will likely never happen again because of DIESEL.
Just saying.

[Vivek Sen @Vivek4real_]

FOR THE FIRST TIME IN 2 YEARS, THE #BITCOIN MEMPOOL IS NOW EMPTY 🤯

THIS IS HISTORIC!!!

[SmolCap Adventurer @Smol_Cap]

@PLANAABBCC @sanjfomojis I disagree.
UG minting stops in April 2028. DIESEL minting will provide extra incentives to miners until the year 2136.

[SmolCap Adventurer @Smol_Cap]

Fact: Satoshi absolutely intended for Bitcoin to support smart contracts

After nearly a decade of watching the crypto space, it’s clear to me that @judoflexchop is building the closest thing to the actual continuation of Nakamoto’s dream. Same genuine passion.

[SmolCap Adventurer @Smol_Cap]

@BTCProguy Bitcoin mempool might never be empty again thanks to DIESEL 😄

[SmolCap Adventurer @Smol_Cap]

Around half of Bitcoin transactions are DIESEL mints, yet 99.9% of CT has no idea what it is or what it enables directly on the world’s most secure L1.