The market is in total panic, the Fear & Greed index is at 8, and there's blood in the streets. 🩸
Luckily, we tuned in to @LeButineur_Off and @SmartMonnaie on @WenTV_io last night to get some clarity.
Here are the gems we picked up.
1️⃣ Circle Stock: The Bet of the Decade?
Both speakers are super bullish on Circle stock.
@LeButineur_Off says he's stoked to be stacking at $80.
@SmartMonnaie is targeting the $60 zone to fill a gap, which he sees as a "prime" buy zone for the coming years.
In their view, Circle is better positioned than Tether to attract institutions.
2️⃣ Bitcoin: The Floor or the Basement?
BTC is hovering around the $60k zone, which @SmartMonnaie says is the miners' production cost floor.
But he doesn't rule out a drop back to the $45k-$55k range to form a true bottom and liquidate the last of the bulls.
Meanwhile, @LeButineur_Off sees the current fear as an opportunity and has already opened a long.
3️⃣ Ethereum: The Disgusting Chart
The chart is ugly, and ETH was showing signs of weakness even before BTC.
@SmartMonnaie thinks a drop to the $1000-$1300 range is not out of the question.
This would be a prime "generational buy" opportunity.
4️⃣ Solana: Nothing But Air Below
Since its ATH, the asset has been in a distribution phase.
According to @SmartMonnaie, there's no major technical support left before the next target.
That zone is around $40.
5️⃣ The SpaceX IPO: Watch Out for Volatility
The IPO is this week, but only 5% of the shares will be on the market.
@SmartMonnaie warns that this low float will amplify price movements.
@LeButineur_Off is clear: he's not touching this IPO and prefers to focus on crypto.
6️⃣ A Quick Note on WLD
In short, @SmartMonnaie is still holding his position on WLD.
The asset showed good relative strength during the market dump.
Thanks for reading.
To listen to the full Space:
https://t.co/1VNa1yKQ4S
The market's bleeding out, but we're loaded up with fresh alpha straight from the latest @smoltalk Space.
Let's get into it.
1️⃣ Why the massive dump?
The weekend was a total bloodbath across all markets, crypto and tradfi alike.
A few reasons: the stronger-than-expected US jobs report, crushing hopes for rate cuts.
Add to that geopolitical tensions and some FUD about a massive BTC dump by Michael Saylor (which has since been debunked).
According to @inesscrypto, if Saylor is buying now, it means other big institutions are dumping hard.
We'll have to wait and see, hoping for one last leg down to load up.
2️⃣ The Counter-Narrative: The World Cup
While everything else is crashing, the WORLDCUP token on Solana is flirting with its ATH at nearly a $10M market cap.
@rusk0f even admitted he was wrong to FUD this project.
On Polymarket, the betting is heating up: @HiPiair spotted some interesting odds at 30% for a country that has never won the cup to take it home this year.
For @rusk0f, 2026 could mark the "professionalization of gambling" thanks to these platforms.
3️⃣ NFTs on Sale
The Floor protocol suffered an exploit, causing a massive liquidation of NFTs.
Collections like SAPPY, NAKA, RTFKT, and WOW dumped by 20-30%.
This is a golden opportunity to scoop up some quality JPEGs for cheap.
Most importantly: Remember to revoke permissions on your wallets. It's now or never.
4️⃣ Zcash: FUD or Opportunity?
A critical vulnerability was discovered on ZEC that could have allowed for infinite minting of tokens since 2022.
The FUD tanked the price by over 30%, but there's no proof the bug was ever exploited.
@HiPiair sold during the panic to buy back in lower.
He thinks the risk/reward is now favorable to start a DCA.
5️⃣ The Piggy Bank Drama
The protocol took a heavy loss after a super risky trade on the LAB token.
The result: they forced a 15% loss on depositors in the USDC vault.
User trust is completely shattered.
The protocol showed that its high yields were hiding some extremely risky strategies.
6️⃣ The https://t.co/ckdKKXOGdr Moral Dilemma
https://t.co/ckdKKXOGdr's new "Bounty" feature rewards challenges, but things quickly went off the rails.
A man in India got his forehead tattooed for about $2000, creating a massively awkward situation.
It raises the question: is this +EV viral marketing or just humiliation for cash?
The potential is there for creative stuff, but the way it's being used right now gives it a terrible look.
7️⃣ Fast Poker: Trust is Broken
A player was banned for exploiting a bug that let them see the board cards ahead of time.
The team's lack of communication completely destroyed trust in the platform.
@inesscrypto also told us about her rough start as a fish at their tables.
Thanks for reading.
To listen to the full Space:
https://t.co/pe1ccmcpPK
The market bled out last night, so we went looking for bandages and stitches in the latest space from @smoltalk.
Here are the key takeaways we got. 👇
1️⃣ PRISM
According to @Frenchiee, this is one of the most exciting projects on Ethereum right now.
He's highlighting its innovative tech based on Uniswap V4 "hooks."
The fees generated by the "Spectrum" asset baskets are used to buyback & burn the PRISM token.
He even added to his position during the recent pump.
Watch out, it's still a low-cap project, so it's risky.
2️⃣ Solana (SOL)
SnowbullC's analysis is alarming: the current structure could bring SOL back down to its next major support zone.
This zone is between $25 and $45.
If it hits that level, he's calling it a "generational" buying opportunity.
Get your shopping carts ready, just in case.
3️⃣ Bitcoin (BTC)
For SnowbullC, the break of the $69,500 support is a very bearish signal.
He's not ruling out a continued drop to the $50k zone.
This would be an excellent long-term buy zone, but he advises setting up a DCA plan with limit orders.
4️⃣ The Macro Take
The market drop is supposedly linked to the flare-up in the US/Iran conflict.
This is reigniting fears about energy prices and therefore inflation.
@inesscrypto offers another theory: the drop in USDC's market cap could point to market manipulation rather than a collapse.
@Frenchiee remains cautious due to the low volume during the drop.
5️⃣ Hyperliquid (HYPE)
SnowbullC notes that HYPE is in a range between $67 and $76.
He's waiting for a breakout from this range to make a move.
For those who bought in low, he recommends a gradual profit-taking strategy like "Sell Half At Double."
6️⃣ Zcash (ZEC)
ZEC has shown more strength than other alts.
However, SnowbullC isn't buying at the current price and is targeting lower levels, around $375 or $290.
@Frenchiee warns about a potential "head and shoulders" formation, a bearish pattern.
7️⃣ Cardano (ADA)
Founder Charles Hoskinson is supposedly having a "mental breakdown," complaining about the price.
The project's revenue is considered laughable ($19,000) compared to its expenses (an average of $400 million per year).
We're passing on this one.
Thanks for reading.
To listen to the full space:
https://t.co/x6eTawnA2X
The market's bleeding, morale is in the gutter, but we found our dose of hopium in the latest @smoltalk Space.
Here are the gems we snagged for you.
1️⃣ The token that is its own liquidity: PRISM
According to @Frenchiee, Prism is a major innovation on Ethereum thanks to Uniswap V4's "hooks."
Every whole PRISM token you hold mints you an NFT (limited to 5000) that gives you a cut of the transaction fees.
A platform, Spectrum, will let you create indexes, and the fees generated will be used to buy back and burn PRISM.
The timing is perfect, Vitalik recently talked about the potential of on-chain indexes.
Frenchie is stacking, seeing it as a high-potential play despite the market.
2️⃣ Civil war over Fast Poker
Adding a liquidity pool for the FP token has divided the community.
@Lamsito_eth thinks it's a mistake that encourages dumping and kills the long-term vision.
For others like Double, speculation is vital to attract new players.
@rusk0f took the opportunity to take profits and walked away with 6 SOL, making his initial investment back.
3️⃣ The "VVV of Solana"?
@rusk0f dropped his latest low-cap bag on Solana: Alpi and its token PIE.
The project has a working product, a solid team, and the token is holding up well despite the dip.
It's still off the influencer radar.
4️⃣ Trading with Kraken's Money
Kraken launched Kraken Pro, a prop trading service.
Pass a test on a demo account, and if you make the cut, they'll fund you with up to $200,000 to trade.
You keep up to 90% of the profits, and Kraken covers the losses.
5️⃣ Monetize Your 'Edge' on PolyMarket
The prediction market platform PolyMarket is still a golden opportunity.
@rusk0f keeps profiting by betting on League of Legends matches, thanks to his deep game knowledge.
A solid play for anyone with an edge in sports or esports.
Thanks for reading.
Catch the full Space replay:
https://t.co/mRNKeLusJl
The market's bleeding out, but we found some survival pockets in the latest @smoltalk Space.
We've sorted the alpha for you, let's dive in 👇
1️⃣ Yield Strategies (Pure Alpha)
Thiago shared a gem: providing liquidity for tokenized stocks (xStocks) on Raydium.
APRs can reach hundreds of percent.
It's also the best way to farm the xStocks airdrop.
The code "SmallTalk" gets you 20% bonus points.
@rusk0f showed how he farmed 100 SOL + a 12 SOL bonus in 1.5 months from the SOL/BP pool on Meteora.
2️⃣ Hyperliquid, the rock
While everything else is correcting, HYPE is holding strong above $72.50.
The conviction is unanimous: it's a core narrative for the future of finance.
Binance's announcement on stock trading is seen as a direct response to the threat from HYPE.
High conviction from @rusk0f and @HiPiair.
3️⃣ AVICI Neobank
@rusk0f loaded up a big bag.
It's a low cap ($13M) entry point into the neobank narrative.
The tokenomics model is solid: the team doesn't get any tokens until the market cap hits $100M.
Heads up, the project relies on third-party providers for its banking licenses.
4️⃣ The TCG Meta is Blowing Up
Trading card games (TCGs) are really heating up.
Projects like Phygitals are turning physical Pokémon cards into digital assets (RWAs).
A partnership with Jupiter even lets you use them as collateral for loans.
@Frenchiee confirms the potential to solve the physical market's liquidity problems.
5️⃣ Entry Points on Memecoins
The correction is creating opportunities.
NEET dipped below a $30M cap, a level SnowbullC finds interesting.
TROLL is under $70M, seen as a good entry with a strong community behind it.
@rusk0f is considering rotating some of his SOL into one of the two.
6️⃣ Red Alert on Solana
The speakers think SOL's price is looking very weak.
Bearish predictions are calling for a drop to as low as $40.
We also talked about @FastdotPoker and its license to become a "dealer" and earn fees.
Thanks for reading.
To listen to the full Space:
https://t.co/hi94XBIWFG
The market is rekt but @smoltalk brought out the defibrillator this morning.
We witnessed a live alpha-hunting masterclass, with an opportunity that fired up wallets and servers.
We've broken down the 6 gems you need to know. 👇
1️⃣ The alpha of the century? @FastdotPoker
A new poker platform on Solana that is literally printing money.
The play according to @Frenchiee: buy a license (around 1.4 SOL), play, and get $FP tokens even when you lose.
These FP can be burned for a passive income described as "extremely high."
Heads up, the platform just launched and there are bugs when trying to claim rewards.
2️⃣ The Return of Neo Banking: @AviciMoney
The AVICI project (formerly VEE) is back in the spotlight.
According to @Frenchiee, its fees/users/market cap ratio is super attractive compared to the competition.
The valuation is 10x lower than its ATH, even though the product is way better now.
An opportunity worth a serious deep dive.
3️⃣ @Frenchiee's Meme Plays
He added to his NOBODY bag, confident in the brand's strength and the partnership with Argentina.
He also grabbed a small bag of BERNIE for the meme.
And he's keeping a close eye on TTT (Thung, Thung, Thung), a TikTok IP that could have legs.
4️⃣ A Non-Crypto Call: Astra Space
A call from @Frenchiee on a tradfi stock: ASTS.
It's a space internet company with a solid long-term thesis inspired by "Ice Capital."
The stock has already pumped hard since then, validating the analysis.
5️⃣ The Macro Update
@Lamsito_eth remains cautious: high interest rates make a new ATH unlikely in the short term.
On the other hand, @inesscrypto is more bullish for the next 2-3 months (Clarity Act, Fed liquidity).
The consensus: the market is consolidating, with no clear direction for now.
6️⃣ The Cold Shower on Mega
The project (formerly Monad) has shut down its "Terminal" points program.
The decision disappointed the community and caused the MEGA token to dump.
@rusk0f is hodling his tokens for staking, but the momentum is clearly negative.
Thanks for reading.
To listen to the full replay of the @smoltalk space:
https://t.co/21kfzuzI8F
Wallets are finally seeing green again, but the sun isn't shining for everyone. ☀️
We tuned into the latest Space from @WenTV_io and picked out the gems for you.
1️⃣ AI & Privacy: Driving the rally
The AI narrative is clearly the hottest thing right now.
WLD and RNDR are showing some serious strength.
TAO has bounced nicely and needs to break the $340-$360 level to target a new ATH.
But the real alpha might be the Near project, which combines AI and Privacy to anonymize funds across multiple blockchains. A gem from @SmartMonnaie.
2️⃣ Bitcoin: The Key Level to Hold
The key level to watch is $74,500.
A close below this would invalidate the bullish scenario, with a risk of a dump to $58,000.
If it holds, a rally to $90,000 - $100,000 is possible, which is a massive liquidation zone for shorts.
Interesting point from @SmartMonnaie: spot volumes are at a low, which is often a bullish sign.
3️⃣ The Circle (USDC) Thesis
A strong thesis from @SmartMonnaie: Circle is eating into Tether's market share.
The partnerships with Stripe and Interactive Brokers (IBKR) are huge signals.
It's a solid fundamental play for the next 4-5 years, still undervalued by the market.
4️⃣ The Real Yield Narrative
We're not in the 2021 bull run anymore; the market is smarter and looking for projects that actually generate revenue.
Hyperliquid (HYPE) is a perfect example, even if its valo is already sky-high.
On the flip side, https://t.co/ckdKKXOGdr generates massive revenue, but its PUMP token is lagging.
The takeaway from @LeButineur_Off: revenue is necessary, but not sufficient.
5️⃣ AAVE vs. Morpho
AAVE looks like it's bottoming out, but the token is still "a slog" according to @SmartMonnaie.
Meanwhile, Morpho just flipped AAVE in market cap with half the TVL.
The market has clearly picked its favorite and is placing a premium on Morpho.
6️⃣ The Solana Ecosystem
The SOL token itself is struggling to perform, even against an already weak ETH.
The alpha is no longer on the L1 itself but on revenue-generating apps within its ecosystem, like Cards.
Stablecoins are increasingly replacing native tokens for transactions, a point brought up by @LeButineur_Off.
Thanks for reading.
To listen to the full space:
https://t.co/cA3zPXRPTh
While the market is melting down in the summer heat, @smoltalk was making it rain alpha.
We've picked out the gems for you 👇
1️⃣ Neet (NEET)
"The best token in the world," according to @rusk0f.
It's his biggest bet, and the speakers have max conviction.
SnowbullC confirms a "giga bullish" chart with a very healthy pump and retest pattern.
The potential for an explosion to a market cap of several hundred million was mentioned.
The call is simple: buy / stack more.
2️⃣ Hyperliquid (HYPE)
The token is described as a machine, smashing ATHs against the market trend.
The speakers consider trying to short it suicidal.
Taking some partial profit is advised to secure gains, but the consensus is to keep a big bag.
3️⃣ Purr (PURR)
This is the first memecoin on the Hyperliquid ecosystem.
It's seen as a leveraged bet on HYPE's performance.
SnowbullC identified a clean technical setup for an entry on a retest around 0.09.
4️⃣ Bernie (BERNIE)
A memecoin based on Bernie Sanders, whose meme is very popular.
SnowbullC's technical analysis is bullish.
The token has retraced to a key support and is showing signs of strength for a new bullish wave.
5️⃣ Bankr
An AI agent project on the Base ecosystem.
Its price was held back by a minor hack, but the team is considered very solid.
With attention shifting back to Base, it could be a good bet since its price hasn't pumped yet.
6️⃣ Polymarket Airdrop
The airdrop is considered imminent.
It's probably too late to start farming now.
For those already farming, @rusk0f's advice is to fully complete your profile (photo, Twitter link, bio) to maximize eligibility.
7️⃣ Bitcoin (BTC)
According to SnowbullC, the trend is still bullish.
BTC bounced nicely off the 74k support.
A very interesting buy zone would be around 69.5k.
8️⃣ Cards (CARDS)
Fundamentally undervalued compared to the revenue it generates.
However, the project is criticized for its poor UX and lack of marketing.
Technical analysis suggests a possible entry around 0.14.
Thanks for reading.
To listen to the full Space:
https://t.co/osf76MxoPV
The market might be on pause, but the alpha faucet was wide open this morning at @smoltalk.
We wrote it all down for you. Here are the gems to remember. 👇
1️⃣ Polymarket x Nasdaq
Polymarket is teaming up with the Nasdaq Private Market.
Goal: to launch prediction markets on unlisted companies like Stripe or Perplexity.
This is a huge step towards institutional adoption.
There's also a market open on the POLY token launching before the end of the year.
2️⃣ AI Season on Base
The VVV listing on Robinhood kicked off the AI narrative on Base.
@Frenchiee told us about two projects he's watching: Open Serve (SERV) and Ion (ION).
He's taking advantage of the current dips to accumulate on these two low-cap gems.
Watch out, the drama around the TSG memecoin could mark a local top for this narrative.
3️⃣ What's new on https://t.co/ckdKKXOGdr
The platform is integrating USDC to create and trade pairs starting May 21st.
Until now, you could only use SOL.
This could bring in a lot of liquidity and new users.
We'll be keeping a close eye on the first token launched as a USDC pair, it could perform really well.
4️⃣ CryptoPunks V1 are back
The buggy V1 Punks contract was "fixed" by a dev from Jack Butcher's team.
The floor price exploded because you can now trade them natively.
The team is prepping https://t.co/PpKWsTH0UQ, a new auction house that will support V1 and V2 Punks.
Everything Jack Butcher touches generates hype, so we're keeping an eye on it.
5️⃣ Giga news in AI
Andrej Karpathy, co-founder of OpenAI and an AI legend, is joining competitor Anthropic.
This is a huge move for Anthropic, massively strengthening its research team.
It completely reignites the AI lab wars and strengthens the whole narrative.
6️⃣ GitHub Hack Alert
Hackers have allegedly compromised a GitHub employee and gained access to 4000 private repos.
The ransom demand is very low ($50k), which is suspicious.
The main danger is for devs who might have stored private or API keys in their repos.
The advice: rotate your keys if you're affected and keep an eye on this story.
Thanks for reading.
To listen to the full Space:
https://t.co/8UdE9xDaFE
Market flatter than a pancake? @smoltalk brought the spice tonight.
We tuned in for the whole thing, here's the alpha.
1️⃣ Hyperliquid (HYPE)
The SEC is reportedly getting ready to grant an "innovation exemption" for tokenized stock trading.
This is ultra-bullish news for Hyperliquid, a leader in this space.
@SnowbullC is calling for targets of $88, or even $1000.
His advice: a spot buy is less risky now, but no leverage.
@HiPiair suggests watching the $50 resistance.
2️⃣ Bitcoin (BTC)
The weekly close was "disgusting," but the mid-term plan remains bullish.
According to @SnowbullC, we're waiting for a correction.
The $69,500 zone is seen as a prime buying opportunity.
Next target: $90,000.
3️⃣ MegaETH (MEGA)
The token is in freefall, trading below its pre-sale price.
For @Frenchiee, this is the perfect time to farm the Season 1 airdrop.
There's talk of a potential "Monad playbook": a massive dip before a recovery.
Our take: don't buy the token for now, on-chain farming is the best play.
4️⃣ Prediction Markets
The Polymarket airdrop is looking imminent.
An interesting bet on https://t.co/cHJvBltn5w: the Polymarket token launch date.
We also noted https://t.co/zeJflDmECC, a new prediction market protocol on Solana that allows for leveraged bets.
5️⃣ Collector Crypt (CARDS)
@Frenchiee sees a potential entry point on CARDS as it re-tests support.
@SnowbullC is more cautious and advises a DCA strategy because of the volatility.
We think DCA is the wisest strategy here.
6️⃣ The World Cup Narrative
This narrative is gaining steam, one to watch closely.
The first token, WORLDCUP on Solana, is holding steady.
A new, higher-quality project, Peach (PEACH) on Base, just launched with a player pack system.
Don't be the exit liquidity.
7️⃣ The Exploit in the Monad Ecosystem
Echo Protocol, a project in the ecosystem, was hacked.
The attacker minted 1000 eBTC, worth about $76 million.
@HiPiair wonders if AI will increase the frequency of these kinds of attacks.
Thanks for reading.
To listen to the full Space:
https://t.co/W6H1FUxbCY
The market is bleeding bright red and everyone's looking for a band-aid.
We tuned into the latest space from @WenTV_io to get the pulse.
Here are the hottest takes.
1️⃣ The real boss: US rates
US bond yields are soaring, and that's the main red flag according to @LeButineur_Off.
Causes: inflation, geopolitical tensions, and the downgrading of US debt.
This situation is putting massive pressure on all markets, even if stocks are ignoring it for now.
2️⃣ Bitcoin on the hot seat
BTC is in a "must bounce zone" around $74k, according to @SmartMonnaie.
If it doesn't hold this support, the door is wide open to $60k.
A CME gap at $84k could still act as a magnet to the upside, but caution is warranted.
3️⃣ Ethereum, the weak link
The verdict is in: ETH is much weaker than BTC.
Its weekly close is being called "cataclysmic" and signals tough weeks ahead.
In fact, @SmartMonnaie cut his position at a slight loss.
4️⃣ Alts: Every man for himself?
The message is clear: this is not the time for an alt season.
Many alts have very ugly weekly closes that signal deeper corrections.
Capital preservation is the top priority.
5️⃣ Violent rejection on MORPHO
The token saw a brutal rejection after hitting highs from October 2025.
The weekly candle that "swallowed" everything is a very bearish signal for @SmartMonnaie.
6️⃣ Profit-taking on VIRTUAL
After a great run, the token saw a "nasty" rejection.
@LeButineur_Off confirms he took some profits off the table.
7️⃣ An Opportunity in Circle?
Circle's stock is one to watch closely with the "Clarity Act."
A short-term correction seems likely to fill a gap around $110.
A dip lower would be an excellent long-term buying opportunity if the market keeps dropping.
8️⃣ The Privacy Narrative
Momentum on ZEC was noted, but the speakers remain skeptical about its fundamentals.
The narrative is considered inevitable in the long run with the rise of surveillance, but it's often too ahead of its time.
Thanks for reading.
To listen to the full space replay:
https://t.co/g8KGOzZMEb
The market might be sleeping, but the real alphas never stop. We tuned into the latest @smoltalk Space and here are the gems 👇
1️⃣ Polymarket Airdrop: The Home Stretch
The Polymarket team is teasing hard, the airdrop is imminent.
Most importantly: the snapshot has NOT been taken yet.
A (deleted) tweet listed the criteria: volume, liquidity (LP), referrals, and social activity.
So there's still time to farm and maximize your chances.
2️⃣ Farming on MEGA: The Opportunity in the FUD
The latest points drop heavily rewarded dApp usage, especially Offshore.
This created FUD among those who just provided liquidity.
According to @Frenchiee, this is an opportunity: less competition for those who keep farming.
The Eforia app is also a play to watch for the next points drop.
3️⃣ USA: The "Clarity Act" That Could Change Everything
The crypto bill is hitting a key milestone in the US Senate today.
The general sentiment is that it's going to pass, which would be hyper bullish for the market.
It would finally bring the regulatory clarity that institutions have been waiting for.
@Lamsito_eth explains that the pushback on stablecoin yield comes from banks fearing the competition.
4️⃣ Security: Ditch Your Metamask
The consensus is clear: you gotta migrate from Metamask to Rabby Wallet.
Rabby is considered way more secure, with better warnings before you sign a transaction.
Metamask is getting flak for its bugs and the fact that one compromised seed phrase exposes all your accounts.
For risky activities (bots, etc.), use a completely separate computer.
5️⃣ Bot Strategy on Base
@inesscrypto is looking to automate volume on an existing bot to farm an airdrop.
The challenge isn't creating the bot (easy with Claude AI), but making it profitable despite slippage and fees.
The solution if the API isn't available: grab the private key from the target bot's wallet and use it in your own script.
6️⃣ AI to Recover Your BTC
Story of the day: a user recovered 5 BTC after 9 years thanks to AI.
He used Claude AI to analyze his old documents and guess a complex password, not to crack the seed phrase.
As @Lamsito_eth points out, this is a behavioral analysis technique that hackers already use.
Thanks for reading.
To listen to the full Space:
https://t.co/d8nkSDMeCz
From poker on SOL to luxury watches, the alpha hunt never stops.
We listened in on the @smoltalk space and pulled out the gems for you 👇
1️⃣ The physical flip: AP x Swatch
The collab is seen as a major speculative play by @HiPiair, @BoubouSGC, and @Frenchiee.
The play: buy the watch for €400 on May 16th and flip it for €1600 to €3000.
Scarcity is key: limited in-store sale, one per person, and a restock is unlikely.
@HiPiair's strat: buy two, sell the first to cover costs, and hodl the second for the long term.
2️⃣ Decentralized Poker on SOL
A new poker platform @FastdotPoker is launching on Solana, seen as a huge opportunity by @Frenchiee and @HiPiair.
The @smoltalk team wants to create their own room on it and redistribute the fees back to the community through tournaments and giveaways.
The CTA: sign up with their ref link to help them secure the license.
3️⃣ Collectible Figures for an Airdrop?
@Frenchiee bought some Mighty Jaxx blind boxes.
Each purchase gets you an SBT (Soulbound Token).
The brand has announced a token for 2026, so these SBTs could make you eligible for a future airdrop.
A speculative play for those who are into physical collectibles.
4️⃣ BTC Staking: Proceed with Caution
When asked about it, @Frenchiee was crystal clear: you have to be cautious.
He advises against "small vaults" with high yields due to hack risks.
The only option he'd consider: blue-chip protocols like Aave with WBTC for a low (~3%) but safe yield.
5️⃣ Announcement: Hyperliquid Space
@HiPiair gave a reminder that the Hyperliquid France Space is tonight at 7 PM.
For those tracking the HYPE protocol, now's the time to tune in.
Thanks for reading.
To listen to the full space recording:
https://t.co/ZHb7R02kvz
The market is bleeding bright red on bad macro news, but crypto is showing some serious strength.
Here are the gems from the latest @fomohour Space 👇
1️⃣ Arthur Hayes' next big bet?
Arthur Hayes teased that his next essay will be on the bull case for NEAR.
Which means he's probably already filled his bags.
@rektmando is also known to be a big believer in this token.
A project to keep a close eye on before the narrative explodes.
2️⃣ The Return of the Old Kings
GIGA, an OG memecoin, did a 4x in 9 days.
USELESS, another classic, doubled this week.
But @farokh's favorite is still NEET, which is flirting with its all-time highs.
A breakout could be imminent.
3️⃣ Hyperliquid (HYPE)
The first Hyperliquid ETF (THYP) was just launched by 21Shares.
Arthur Hayes also confirmed he's long HYPE.
@farokh shared his buy target: he'd be a "happy man" if he could get in at $38.
4️⃣ Zcash (ZEC)
Grayscale filed for a spot ETF.
Despite the news, @farokh sold his position around $620.
He's waiting for a better entry, potentially around $500.
5️⃣ Ethereum (ETH)
The token continues to underperform, and the speakers think the chart looks "ugly."
But @farokh says he's ready to buy if the price drops back to the $1900-$2000 zone.
6️⃣ What about the King, Bitcoin?
Considered "boring and flat," it's holding above $80k thanks to the "Saylor bid."
Arthur Hayes, meanwhile, sees a floor at $60k and is targeting $126,000.
7️⃣ The Macro View
The CPI print came in hotter than expected, which is weighing on TradFi markets.
The odds of a rate hike in 2026 went from 1% to 30% in one month.
Stay cautious, even if crypto seems to be ignoring these signals for now.
Thanks for reading.
To listen to the full space:
https://t.co/sI9fucbZtO
Making it rain on the S&P 500, but where are the real plays?
We broke down the @modernmarket_ morning space to dig up some alpha for you.
1️⃣ S&P 500 to the moon
The index hit a new ATH above 7400 points.
The semiconductor sector is carrying the entire market.
The only real risk on the horizon: inflation, which would force the Fed to pivot.
As @Legendaryy says, in his entire adult life, he's only ever known a market that goes up.
2️⃣ POD is blowing up
Dolphin Inference Network made a game-changing announcement.
100% of the platform's fees will be used to buy back POD tokens.
The result? The price literally exploded.
3️⃣ HIMS takes a hit
The stock tanked 15-18% after slightly disappointing earnings.
The cause: new regulations and a strategy shift weighing on short-term margins.
But according to Funky, the business model remains super solid, and the company could easily outperform in the future. A dip to watch?
4️⃣ Circle is crushing it
The company raised $222 million for its Arc blockchain.
Following the news, the stock pumped to $133.
5️⃣ $650,000 Mechas
The Chinese company Unitree dropped a pilotable robot that looks like a Transformer.
The robotics hype is so huge that the RoboStrategy fund (BOT), which gives you exposure to private companies in the sector, is trading at a massive premium.
Access is still expensive and limited, but the narrative is red-hot.
6️⃣ Rapid-Fire Alpha
- Ondo's tokenized stocks are now live on Hyperliquid's EVM.
- A Hyperliquid ETF just launched on the Nasdaq.
- EtherFi dropped a Liquid Vault in EURC.
Thanks for reading.
To listen to the full space:
https://t.co/7ImUzoGr8q
The market's a casino and @smoltalk just handed us the dealer's cheat sheets.
We took notes on everything, here are the gems that caught our eye. 🧵👇
1️⃣ Nobody, the return of the IP Coin
@rusk0f is ultra bullish on NOBODY.
He just added to his position around the $8M market cap.
The thesis: a strong IP (Nobody Sausage), a partnership with the World Cup, a solid team, and a token burn.
The project already hit $100M in the past.
2️⃣ GIGA, from memecoin to e-commerce?
The old gym-bro memecoin that many had sold at a loss.
The token has bounced back, but the real news dropped live: Giga Fitness products are on https://t.co/9uxlsxpiYc.
According to @Lamsito_eth and the others, this changes everything: the project has a real IP and a real-world business.
A project that needs another look ASAP.
3️⃣ The Roaring Kitty drama
The crazy story of the $RKC token, as told by @rusk0f.
Pumped to $10M, then the creator deleted everything.
The rumor: his brother allegedly took control and pulled out $900k.
And yet, the token isn't dead and is holding at a $3-4M cap. This market is insane.
4️⃣ The $15 Million Tweet
Sam Altman (CEO of OpenAI) jokingly tweets about an AI named "goblin".
A pre-existing GOBLIN token instantly exploded.
Market cap shot past $13M right after.
Pure narrative play.
5️⃣ The 'IP Coins' Thesis
The core debate: what to bet on?
For @rusk0f, the future is in 'IP coins' (based on a brand) and 'cult coins' (niche communities).
@Lamsito_eth points out that the biggest pumps in history were often irrational (Wif, Popcat).
The group's conclusion: we're more comfortable investing in projects with a logical thesis.
6️⃣ The Missed Opportunity: Beeple
Big regret from @rusk0f about Beeple's NFT cards, which he thinks are sick.
The collection is crushing it and the launch was orchestrated by the Node Foundation (linked to the group that acquired CryptoPunks).
Punk holders, of course, got priority access.
Thanks for reading.
To listen to the full Space, head here:
https://t.co/Xxbhxdtcdj
The market has plugged its ears and is just singing in the rain of bad news.
Breaking down the best alpha from the latest @modernmarket_ Space 👇
1️⃣ Kalshi raises $1 BILLION
The prediction market Kalshi has raised $1 billion from Coatue, Sequoia, a16z, and even Morgan Stanley.
$22 billion valuation.
This is their 3rd raise in 7 months, with volume 32x-ing in one year to hit $178 billion.
The funds will be used to accelerate their push into institutional clients.
2️⃣ Bitmine slowing down on ETH?
Tom Lee from treasury firm Bitmine announced a potential slowdown in their ETH buys.
The company is nearing its goal of holding 5% of the total supply.
According to @Legendaryy, this is a strategy to keep the media's attention before finding another "moonshot" to shill.
ETH dipped slightly more than the rest of the market following the news.
3️⃣ The AI narrative continues (VVV, Diem)
VVV keeps pumping.
Oxy expressed his regret for not "full porting" into VVV, which has since done a 7x.
He highlighted the power of a community that latches onto the right narrative ("meta flow"), in this case, the convergence of AI x Privacy.
4️⃣ MegaETH: A costly lesson
Points from week one of season 1 are now live on the Terminal.
Heads up, @Legendaryy and Oxy shared a mistake to avoid.
They were farming points on the Monster XYZ app but hadn't connected their Terminal account in the settings.
The result: the points weren't counted. Go check your connections.
5️⃣ An ETF for Canton Network
21Shares has listed a Canto ETF on the NASDAQ.
This is the first time Canton Network has gotten exposure on this exchange.
A strong signal for the ecosystem.
6️⃣ LayerZero is losing ground
Solv Protocol (SOLV) and KelpDAO have both ditched LayerZero.
They're switching to Chainlink (CCIP) for their cross-chain infrastructure.
The reason cited: security concerns.
7️⃣ $50M for the Aptos ecosystem
Aptos (APT) has committed $50 million to projects in its ecosystem.
There will be a special focus on projects related to agentic AI.
Thanks for reading.
To listen to the full space:
https://t.co/My8aXiaQXz
Bitcoin is crawling and it's bleeding everywhere, but meanwhile, some rockets are quietly taking off.
We broke down the latest @fomohour Space for you.
1️⃣ Toncoin (TON)
The token is putting up an insane +88% on the week.
The reason? Near-daily support from Telegram founder Pavel Durov.
According to @Tyler_Did_It, who took a position, it's a "left-curve" trade based on the strength of the narrative and the founder, more than the fundamentals.
2️⃣ Zcash (ZEC)
Nicknamed "Zeke," the privacy token is also on fire, and @Tyler_Did_It got in around $400.
A theory is emerging: its pump is a direct "counter-trade" to Saylor's BTC announcement.
The upside potential is said to be massive, with comparisons to the 2016 cycle.
3️⃣ https://t.co/P3TBd1ljOC (VVV)
Pitched as the main AI player in crypto.
Its strength: a private, uncensored AI that doesn't store your queries.
This puts it squarely in the "privacy" narrative with ZEC, and analysts expect the price to "fill the wick."
4️⃣ Saylor's "Betrayal"
Michael Saylor shocked the market by mentioning a possible BTC sale to fund dividends for his Stretch product.
A statement that's weighing on the BTC price, which is struggling to break past $80k.
Heads up: whales on Hyperliquid are longer than ever, a signal that could precede a massive liquidation.
5️⃣ The NFT Play: Chromie Squiggles
Logan's top pick: Chromie Squiggles, a generative art collection.
With a floor at 2.69 ETH, he sees them as a "quality" and "affordable" option near a historic bottom.
2x to 10x long-term potential if the market pivots to digital luxury.
6️⃣ Ondo Finance (ONDO)
One of the day's big winners with +16%.
Its performance is directly tied to the powerful tokenization (RWA) narrative, one of the biggest trends for 2026.
7️⃣ Morgan Stanley Goes to War
The bank launched crypto trading on E*Trade with lower fees than Coinbase.
Their stated goal: "to disintermediate the disintermediators."
A direct assault on established crypto exchanges.
Thanks for reading.
To listen to the full Space:
https://t.co/DSe3KrFFvz
The market's as barren as a bald head, but @smoltalk found some alpha implants to give us hope again.
Here's a recap of the gems from @smoltalk's latest space.
👇
1️⃣ The out-of-nowhere listing: USDUC
The token went from a 3M to 25M market cap after a surprise listing on Binance US.
The signs were there: a teaser tweet and wallets that were accumulating.
According to @rusk0f, insider activity was pretty low, which left a window to play the move even after the announcement.
2️⃣ The old memecoin thesis
Following the USDUC situation, a new thesis is emerging: the potential of old, low-cap memecoins.
@rusk0f is building a watchlist.
@HiPiair mentioned MLG as a potential play on the GTA 6 release, and AIB (America is Back) as a bet on Trump's slogan.
3️⃣ On the JPEG side
Slonks, a new collection that warps Punks with AI, did a 75x since its mint (0.002 ETH -> 0.15 ETH).
A SLOP token is expected.
Meanwhile, @Frenchiee set a bid on Mutant Apes if the floor drops to between 1 and 1.2 ETH.
4️⃣ Hyperliquid is building out
The project hired Adam Mineart, formerly of Chainlink and the Federal Reserve.
A very positive sign for the project's longevity, according to @HiPiair.
@Frenchiee confirmed he's continuing to DCA into HYPE.
5️⃣ MegaETH, are we keeping the faith?
Despite a disappointing price, the speakers are still bullish.
@HiPiair is in an on-chain ponzi ("Offshore Protocol") to farm points.
@Frenchiee reminded everyone of the upcoming catalysts: the chain's native wallet and token buybacks funded by revenue from the USDm stablecoin.
6️⃣ Alpha for the devs
Big tech news: Anthropic (the Claude AI) is partnering with SpaceX.
@Frenchiee sees it as a move by Elon Musk against his competitor, OpenAI.
For users, the most important thing is that Claude's usage limits have been doubled.
Thanks for reading.
To listen to the full space:
https://t.co/lIfvo6RHHq
The market's looking green while the world is spinning out of control.
We took some notes on the latest Space from @modernmarket_.
1️⃣ Hyperliquid and the potential of HIP-4
According to @BCheque1, the potential of the HIP-4 proposal isn't priced into HYPE yet.
@Legendaryy is especially bullish on the capital efficiency it will bring.
You'll be able to use the same capital for perps and prediction markets, unlike on Polymarket.
Huge upside potential to be expected if the proposal passes.
2️⃣ Civil war at BitTensor
A major dev, Covenant AI, left the project, accusing the co-founder of centralization.
Result: TAO dumped 25%.
Funky, an eco expert, explained he got rugged on his staked TAO because of the drama.
Even though he thinks it might cool down, total uncertainty remains.
3️⃣ AI Compute tokens are exploding
Tokens from the Venice ecosystem, like VVV and DM, are pumping hard.
The DM token, which gives you the right to $1 of compute per day, is nearing $1000.
@Legendaryy, who is up big, is debating whether to take profits or hold for the token's utility.
It's hard to value these assets, even for the big AI labs.
4️⃣ Market Update
The S&P 500 and Nasdaq are up, pulling crypto along with them.
For @bread_, we've likely hit a bottom and a relief rally is underway.
@Legendaryy remains cautious in the short term but is continuing his long-term accumulation.
5️⃣ Trump shilling https://t.co/BvcESO8rFC?
Big debate after Trump posted an AI-generated image with the logo of the gambling site Stake.
He also announced a conference on memecoins.
The speakers debated the ethics and legality of such a move for a president.
6️⃣ The CEO Beef
The Binance CEO offered the OKX CEO a billion-dollar bet on his divorce.
We find it wild that execs at this level are settling their scores in public.
Thanks for reading.
To listen to the full space:
https://t.co/y8OMBOZAKU