MrAyoo

[Yaki @Yaki_fomoArt]

not holding any $ansem rn but @blknoiz06 really the GOAT of crypto.

> ran $wif $bonk to billions

> turned random memes into multi mil

> calling sol bottom again

> single handedly reviving the trenches

> bullying pumpfun into an airdrop

> airdropped $7m $ansem to the trenchers

> changed lives (mine stayed the same lol 😂)

> cooking $ansem to 1m holders and tryna flip $pump mcap

just need the market to bless me with a better entry and i'm aboard

aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa

[Yaki @Yaki_fomoArt]

BTCFi had its first real wave already, but most of it was retail-coded and honestly feels forgotten now.

I think the problem is BTC holders don't really wake up excited to bridge their stack into some new chain for single-digit yield and smart contract risk.

the narrative was based, but maybe we need need something diff.

one primitive that looks interesting this cycle is Hashi, where @SuiNetwork is trying to make native BTC usable as institutional collateral onchain.

retail BTCFi mostly competed on yield, wrappers, and incentives.

Hashi is competing on custody, collateral efficiency, pricing, insurance, audits, liquidity, and whether institutions can actually sign off on the risk.

architecture is the main edge here.

> native BTC stays on Bitcoin while Sui represents the collateral rights through Move contracts

> Guardian Layer, Soter insurance, CF Benchmarks pricing

> borrowing stablecoins against BTC, BTC-backed bonds, structured products, RWA yield, institutional lending markets

claiming Hashi is gon lock in billions of BTC liquidity rn might be too early.

but tbh, Sui usually takes these things seriously, especially when I look at the names they've onboarded.

> @BitGo, @Bullish, @FalconXGlobal, @CFBenchmarks, @ereborbank, @CumberlandSays, @Ledger, @BlockdaemonHQ, @swissborg, Sui DeFi eco...

global testnet is set for July, with mainnet targeted for Q3/Q4 2026. you get what I'm saying?

still remember how crazy the first BTCFi wave was during the early previous bull run.

what if Hashi is the primitive that lands right at the start of this cycle when institutions are looking for the next BTC use case?

big money bring TVL and stablecoin borrow demand, lending activity, trading volume, fees, and new users with it.

big if true, let's see how the thesis plays out.

[Yaki @Yaki_fomoArt]

haven't yapped about @wardenprotocol in a while but Halo got me looking again.

it's a P2P inference market where anyone with idle compute can become an operator, serve AI jobs, and get paid in USDC.

users or agents send requests, Halo routes the job, operators run the model, and settlement happens on Base.

Warden's SPEX turns every emitted token ID into a tiny Bloom filter fingerprint, then another operator reruns the same prompt/model and checks the overlap.

so Halo's real wedge is verified inference.

it can split verification into 100-1,000 micro-checks across many operators. each verifier only checks a few tokens against the Bloom filter.

what's the $WARD thesis?

> more inference → more fees → more $WARD buybacks → more staker yield + burns

> @AskVenice invested in Warden's $4M round at $200M val, then both sides merged into @BasedAI_co

> Warden moved 100% of its AI workload to Venice

> what if Halo eventually becomes the verified inference behind Venice?

$WARD at $2M mcap kinda free.

[Yaki @Yaki_fomoArt]

seeing some big accounts force AI into 1999 because big charts go up and every CEO now says AI 14 times per earnings call.

but AI is different because the leaders are already printing real revenue

> OpenAI went from a ~$1B run-rate in 2023 to $25B+ by early 2026, with 900M+ weekly users

> Anthropic went from ~$1B ARR in early 2025 to $30B+ by April 2026

> Nvidia data center revenue hit $62B+ in a quarter, up 75% YoY

> Microsoft AI run-rate is already $37B+

> Amazon’s AI chip business is at a ~$20B run-rate

the comparison doesn’t really work.

the dotcom bubble was mostly the market guessing the internet would become huge.

with AI, the market is already seeing huge demand and trying to price the entire future before the ROI fully lands.

the other big difference vs dotcom is valuation quality.

in 2000, the top 10 S&P stocks traded around 43x P/E vs 21x for the rest, while contributing less than 20% of index earnings.

today the top 10 trade around 31x vs 21x for the rest, but contribute around 30% of index earnings.

so concentration is actually worse now, with around 39%-40% of the S&P sitting in the top names, but the earnings support is much better.

NVDA at ~56x trailing P/E is expensive, but Cisco at the dotcom top was some alien number like 400x+ trailing P/E and ~200x sales.

AI is not dotcom because the top companies are way stronger, richer, and already monetizing at a crazy speed imo.

[MrAyoo @mrayoo2]

@Yaki_fomoArt @solanafunded Interesting

[Yaki @Yaki_fomoArt]

what if ETH is the most hated rally of this cycle?

ETH has lost to SOL, no rev, L2s stole the upside, ETF demand weak, Vitalik selling...

maybe all true enough for people to ignore it. but Tom Lee keeps bidding nonstop despite everything.

they hold 5.62M ETH ($9.66B), with 4.72M ETH staked = $226M annualized at a 2.79% yield.

$BMNR is not just sitting on ETH and praying.

they raise capital, buy ETH, stake ETH, generate ETH-denominated yield, and that yield becomes more valuable in USD every time ETH moves higher.

> $ETH at $3.5K, same staked ETH = $460M annualized

> $ETH at $5K = $658M

> $ETH at $8K = $1B+

ppl selling ETH might not be as bearish as it looks.

if everyone loved ETH, the premium gets priced in fast, retail sells into strength, and the trade gets crowded.

but if everyone hates ETH, nobody is positioned, the ppl holding are usually the annoying conviction holders, and institutions are forced to buy BMNR through Russell 1000 inclusion.

so passive flows hit a thinner ask. price moves feel fake, then keep going.

once BMNR gets liquid enough, new institutions can size it because their mandates finally allow it.

so it becomes the TradFi-approved ETH beta trade.

that narrative might come way after the price move and be a lot more expensive.

[Yaki @Yaki_fomoArt]

if you're a good trenchor who already knows how to find runners and manage risk but doesn't have much bankroll for the trenches,

@solanafunded is worth looking into if you're confident in your edge.

prop firms got huge in fx years ago. there are more profitable traders than there are traders with meaningful size.

seeing that model work for Solana memes is pretty sick.

$210,691 already paid out from the $10K tier.

I passed the challenge and printing some: https://t.co/vgzmXM4SYA

[Yaki @Yaki_fomoArt]

told you I'm bullish on $SUI as one of the L1s for the next cycle.

US-based team that actually understands the game. they know a chain without privacy tech won't cut it in this meta.

confidential amounts today, confidential DeFi tomorrow. that's the much bigger game Sui is aiming for.

you probably aren't bullish enough because the use case isn't just private stablecoin transfers for retail. @SuiNetwork could be used for:

> M&A and deal flow

> payroll on-chain

> combining with @DeepBookonSui for large orders

> protocols hiding vault activity from TradFi clients to avoid being targeted

> private RWA mint and redeem flows on-chain

> market makers moving funds to and from CEXs

they studied where $ZEC broke and solved the failure point by enforcing balance integrity at the protocol level with ZK, removing the risk of unauthorized minting.

but Sui isn't trying to disappear into the dark. regulators can still access data when needed through authorized and auditable processes.

that makes it much easier for a huge chunk of institutional capital that still refuses to touch fully transparent finance to adopt.

$SUI stays in my bag.

[MrAyoo @mrayoo2]

@Yaki_fomoArt Not much

[Yaki @Yaki_fomoArt]

Saylor just tested the water by selling 32 $BTC so $STRC holders could get paid.

the never sell BTC narrative that has been built for years finally broke.

Strategy now has $15.5B of preferred stock outstanding and another $6.7B of convertibles sitting in the stack.

those instruments carry around $1.5-1.7B of annual dividend obligations.

the machine works beautifully when BTC goes up and MSTR trades at a premium. but when MSTR trades below NAV, the ATM gets a lot less attractive.

if things keep getting worse, Strategy has 3 bad choices:

> issue MSTR below NAV and dilute common holders

> issue more preferred into a stressed market and increase the future cash burden

> sell BTC and reduce BTC per share directly

none of those are clean.

but right now preferred holders get paid first. $MSTR common holders absorb the residual damage. $BTC per share takes the hit.

[Yaki @Yaki_fomoArt]

from very different markets, now the war actually starts.

@HyperliquidX started with perps and expanded into prediction markets through HIP-4. it wants to widen its surface area beyond pure perp traders.

@Polymarket started with prediction markets and is now expanding into perps. it wants to monetize its huge user base better.

$HYPE printed $61M in fees over the last 30 days while the biggest crypto prediction market did $37M.

both are too big to ignore. but only the beasts capable of eating that pie.

Polymarket perps could easily 2x revenue if execution is actually good, because the same users who come for election odds can now trade gold, oil, and stocks without mentally leaving the app.

just wait until they open it to everyone and we’ll see the real numbers.

think this is another criteria for $POLY so I’m gonna long some SP500 there.

the airdrop feels closer than ever.

[Yaki @Yaki_fomoArt]

Bankr now captures 74% of AI trenches on Base.

volume and fees are ripping. printed $1.1M fees in 25 May.

$BNKR thesis confirmed?

would be a surprise if we don't see ATH btw

[Yaki @Yaki_fomoArt]

privacy coins on Base

$NOCK: building compute markets where useful computation becomes mining. AI inference is the first Nock Market, so every matrix multiplication for a paying inference customer also becomes a mining attempt, backed by zkPoW and a proving network that already generated 1B+ ZK proofs.

$POD: uncensored models behind $VVV, already serving a platform with 1M+ users and ~60k prompts/hour. pushed 13.6B+ generated tokens through a distributed inference network with 69 workers and 93 GPUs already live.

$VEILNET: shipped shielded vaults on Base + Ethereum and now building private wallet context for MCP/AI agents using pooled RPCs, multicall batching, decoy reads, timing jitter, and encrypted state handling.

$SUPERGEMMA: not a pure privacy coin, but fits the privacy meta through open-source local AI. Supergemma4-26b already hit #1 trending on Hugging Face among all Gemma4-26b models.

$RATSPEAK: encrypted comms over Reticulum-style mesh networking with no central server, no account dependency, and routing across whatever physical medium is available.

[Yaki @Yaki_fomoArt]

TCG meta. some protocols actually figured out how to monetize Web2 behavior onchain.

ppl mostly tagging $CARD but there are real competitors printing decent rev too. Courtyard making more rev than them today and even over 7d.

> @Collector_Crypt: $1.5M 7d | $7.4M 30d

> @Courtyard_io: $1.7M 7d | $6.1M 30d

> @phygitals: $179K 7d | $2.8M 30d

> @Beezie: $275K 7d | $1.2M 30d

> @mnstr: $14K 7d | $319K 30d

even the top 5 making more money than a lot of L1s with millions in funding 💀

[Yaki @Yaki_fomoArt]

longing $NIL as the privacy AI play.

blind computer concept is basically privacy where data can be stored, queried, used by AI, signed, routed, and computed on without the network itself ever seeing the raw input.

the core tech is called Nil Message Compute (NMC).

@nillion's trick is moving the heavy coordination into an offline phase, then during the actual computation nodes basically compute locally with zero online messaging.

> nilDB has 642M+ encrypted documents stored and 297GB storage
> nilAI has done 1.4M inference calls and processed 2.6B tokens
> NilGPT has 112k+ users
> Blacklight has 32 verification nodes, each requiring 70k NIL

team has been delivering nonstop since FTX era.

> migrated to Ethereum
> integrated ERC-8004 for AI agent verification
> shipped NIL credit system
> delivered Vodafone/Chainlink RWA infra phase 1
> open sourced major parts of the stack

the room is huge with mcap just half of the $50M+ funding raised.

dumped only since TGE but worth a play with what’s already on the table.

[Yaki @Yaki_fomoArt]

$ZEC gets the narrative. ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d gets the fees. both can win but don't confuse them.

ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d mcap is still 1/45 $ZEC.

this isn't done. Kohaku hasn't even shipped yet.

raillions

[Yaki @Yaki_fomoArt]

ansem soft shilling $NIL?

deployers may smell blood soon idk

alright loading moar

[Yaki @Yaki_fomoArt]

back then airdrop farmers + private round buyers had allocations but zero liquidity. Telegram OTC was pure trust me bro.

pre-TGE markets became a real crypto primitive. pre-IPO might become the TradFi version of that but way bigger.

TradFi private markets already massive:

> $240B secondary volume in 2025
> ~$18T private market AUM projected by 2027
> 71% of VC exits now happening through secondaries instead of IPOs

everyone wants OpenAI, SpaceX, Anthropic, Stripe exposure before Wall Street gets the clean entry and dumps the public listing into them. but access still completely broken.

> 15-45 day settlement
> accredited investor gates
> $15k-$50k minimum tickets

now crypto wrapping all that demand into products ppl can actually ape from a phone and somehow it’s working better than expected.

@tradexyz priced $CBRS within ~3% of its Nasdaq debut while traditional secondary platforms were reportedly ~35% off.

kinda insane when global crypto traders discovered price better than accredited-only private markets.

the wall around private markets already starting crack open and hard to close it again once ppl taste permissionless access.

[Yaki @Yaki_fomoArt]

not trying to fud, I actually think the product is genuinely solid but $VVV feels overvalued here.

current DIEM mint rate is around ~744 sVVV.

at $17 VVV → $13k locked capital just to mint 1 DIEM → $365/year of compute

→ 2.8% implied yield before even thinking about token risk, volatility, opportunity cost, or the fact AI inference itself probably keeps getting cheaper over time.

while most devs would probably just pay API costs directly.

ppl could even hold T-bills or stablecoin yield at 4-5%, keep liquidity flexible, and still pay OpenAI/Anthropic bills more efficiently.

the agent economy angle is interesting, but hard to imagine agents locking 6 figs just for a few dollars/day of bandwidth unless the token itself keeps appreciating hard.

already passed the original 38k target supply so things start going almost vertical. each new DIEM becomes exponentially more expensive to mint.

demand now feels like ppl long the belief that future AI bandwidth becomes digitally scarce enough for locked capital to outperform the opportunity cost.

[Yaki @Yaki_fomoArt]

AI meta is getting way too hyped rn with runners everywhere which might be the perfect timing for $BNKR to wake up again.

> one of the few AI tokens backed by Coinbase and listed on Coinbase itself

> the go-to financial infra layer for AI agents on Base

> team keeps shipping nonstop catalysts for $BNKR

> been in dip for 3 months since the 2nd round. chart finally breaking out with strong momentum

send it into round 3 please.