Think $NIL is a very underrated project that fits the recent privacy x AI narrative.
Remember Ansem shilling heavily back in 2024 but since launch it has gone down 85% from when it raised publicly on Coinlist at $0.4. Now it's positioned perfectly for a bounce back.
The gist is it provides advanced encryption services that prevents your data from ever being exposed to any services or apps that work with the data. They also have an encrypted version of chatgpt - https://t.co/diKeudMnBu. Pretty cool and reminds me of $VVV.
Lighter is doing 20% of the crypto volume, 10% of RWA volume, 4% of the fees, and 2x buybacks while sitting at just 2% of the mcap
It is currently way undermonetized while prioritizing growth
Good metrics tracking here: https://t.co/1whzroI6t4
Also, I think a lot of people have written off SOL and expect it to perform like last cycle ETH. Despite this, SOL looks pretty good against BTC and ETH if you zoom out. JTO would be the best beta if SOL outperforms from here.
The goal for Solana has always been to put the Nasdaq onchain.
The first attempt was with SBF and FTX/Serum but the tech wasn't there and we all know how SBF turned out.
Now the Solana cabal is trying for a second time with JTX.
This time, the tech is much better and the concept has been proven out with Hyperliquid.
There's ton of execution risk for sure but Jito is probably the most giga-brain team who could pull this off.