Niro 🔗🇨🇦

Puttin my $$ where my mouth is, picked up 549SOL @ an average of $8.4/SOL. Ill be bookmarking this for the years to come 🤝 Not saying we bottomed, but $SOL in relation to other shitcoins in the top 25 coin market cap & 2022 tax loss harvesting atm seems like a decent bet.

@drpeepee This is def. an issue in this space bro - we been through it as well, hope it gets resolved 🫶

wanted to provide a quick update - a pretty prominent project on solana has refused to pay our team and allegedly a significant number of other people inside of their co and outside of the ecosystem its hard to communicate how deeply this has affected our work. its had a debilitating impact on us for the last 3 months non-payment is a huge issue in crypto and the expectation is that agencies shouldn't discuss these things out in public i’ve given ample time for the team to respond and present solutions, but I’ve received no official plan of action at all. frankly, its put a large damper on our outlook, faith and forecast in the ecosystem. if you've been affected and know who im talking about, please feel free to DM

@ParadisLabs Great points - people need to spend DD before they build conviction to allow them to buy & hold through volatility

High level portfolio management principles + thoughts: Seeing lots of panic over 15% dips in names like $AAOI. And even panic over huge surges in memory like $MU / $SNDK. All of that is incorrect thinking that ultimately loses you more $ than you make in the long-run. So top level portfolio mgmt principles that actually matter: 1. Believe in a thesis (conviction) 2. Size according to your risk tolerance 3. DCA on dips 4. Sell when: -- 4a. the thesis changes -- 4b. or if you see better opportunities to rotate elsewhere Most of retail fail at point 1, which basically causes the whole deck of cards to collapse. And with that, my posts are never buy/sell signals - you should all DYOR independently to solidify your own personal conviction.

@3orovik Bullish for @KAIO_xyz

This is insanely bullish for ETH Could be what sends ETH over $5,000!!

@ParadisLabs Haha they’re reporting in June, I’m pre-adding to list 🤣

@cryptoape They didn't report Earnings? Or am I being dumb?

Large & Mega Cap Tech Tier List: Following on from Q1 Earnings. S Tier: $SNDK / $GOOGL A Tier: $AMD / $PLTR / $META / $ARM B Tier: $AMZN / $MSFT C Tier: $AAPL / $MELI F Tier: $CRWV Criteria: 1. Financials: rev mix, margin expansion & B/S positioning. 2. Fwd visibility: backlog/bookings, AI specific momentum & multi-year LTAs. 3. Segment/AI relevance: performance in high-growth areas (AI infra, cloud, semis) vs. legacy/consumer drag. 4. MC context: high-growth names get more credit for beating on AI ramps while steady compounders need clean execution. Criteria tilt towards forward looking aspects like (a) backlog/segment momentum (b) AI supercycle tailwinds. *Very* high level notes: [S Tier] $SNDK: Best earnings of the bunch imo. Multi year hyperscaler LTAs extend into 2028. NAND backlog locks in premium pricing + capacity through to 2027. DC momentum accelerated sharply, now driving >60% of the fwd pipeline w/ 233% QoQ growth. Clear NAND supercycle winner. [S Tier] $GOOGL: Google Cloud backlog 2x’d to $462B. Gemini enterprise LTAs are visible for years fwd. Search/YouTube distribution + Gemini = Google outpace pure play hyperscalers on enterprise adoption + monetization speed. [A Tier] $AMD: MI350/MI400 pipelines sold out into 2027. New hyperscaler LTAs + design wins position DC as primary driver. [A Tier] $PLTR: Raised FY2026 guidance to 71% growth (U.S. commercial to 120%+). Visible backlog momentum into 2027 driven by over 200 deals >$1M. [A Tier] $META: FY capex increased to $125-145B = confidence in AI infra LTAs + advertiser commitments. Llama can add developer lock-in. Pipeline is mainly all ads rather than pure infra, w less quantified backlog than cloud/memory for example. [A Tier] $ARM: >$2B in new CPU hyperscaler LTAs & DC royalties expected to 2x again = high-visibility licensing growth into 2027+. Fwd royalty momentum is excellent. Smartphone seasonality potentially acts as a drag on near-term ramps? [B Tier] $AMZN: AWS acceleration + AI services pipeline = solid momentum. Anthropic commitments add multi-year visibility. Overall balanced execution in a large-base environment means they’re a solid compounder. [B Tier] $MSFT: Hard to get excited tbh. Azure/Copilot ARR now at $37B w/ 123% growth. Similar to Amazon in a lot of ways - solid execution but no real standout momentum acceleration imo. [C Tier] $AAPL: Services hit a record but AI features like Apple Intelligence still v. early stage. They missed the boat as things stand. iPhone/Services lacks any exciting pipeline visibility of names in higher tiers. China cyclicality makes things a little uncertain too. [C Tier] $MELI: I was once very bullish, hence their inclusion here. Top-line has been growing since the dawn of time. But offset by margin contraction + heavy investments that pressured FCF outlook. No AI tailwinds to offset logistics/credit spend drag into 2027. [D Tier] $CRWV: Rising interest + capex intensity ($31-35B outlook) w/ leverage building. Backlog reached $100B but conversion + profitability path still uncertain imo. Highly levered bet on perfect execution. Better options out there like $NBIS imo.

@odang75 We just getting started @odang75 - huge congrats!

its been quite a journey till TGE and today is exciting for the team, our shareholders, partners and community. but this is really day zero for us. we are in the trenches scaling a web3 platform built to bridge hard-to-access financial products with investors who have not had access to them. this will take time, sweat and blood. We not going anywhere

@SkyRiseLabs @SolanaEvents Crushing it @SkyRiseLabs @SolanaEvents 🔥🔥

day 1 in miami the city feels different this week with @SolanaEvents

Today marks a major milestone for KAIO with the $KAIO TGE. A quick reflection on where we stand after 2 years of building: • ~$100M TVL live with tokenised top-tier funds from BlackRock, Brevan Howard, Hamilton Lane, Laser Digital, and Mubadala Capital. • Live across 10+ Tier-1 chains with our cross-chain gateway including @solana, @SeiNetwork, @SuiNetwork, @Aptos , @hedera, and others. • Backed by top tier institutions who are rewriting how capital markets and money moves including @tether, @LaserDigital_, @BHDigitalAssets, @Systemic_VC, @LyrikVentures, @Karatage_, @ShorooqPartners, and others. • Building toward deeper DeFi composability that bring real utility to RWAs • KASH, our retail RWA access product, is launching soon to open up even broader access. The tokenised asset space is hitting a real inflection point. For KAIO it has always been traction and product before hype. We’re here to lead this transition to onchain capital markets. This is what we mean by Transforming Institutional Funds Onchain.

👀 x.com/CoinbaseMarket…

@0xvietnguyen @KAIO_xyz mentioned 👀

Projects next TGE I would like to know your airdrop prediction

📝 이번주 TGE 중에 다크호스는 KAIO가 아닐까 싶습니다. DTCC가 나스닥, 블랙록, 골드만 삭스, JP 모건 등과 함께 7월에 토큰화된 증권 거래 시범 운영 개시를 시작하는데요. 이는 곧 토큰화된 주식, ETF, 국채를 기존 시장 인프라로 도입하는 것으로 블록체인이 더 큰 시장으로 들어가는 RWA의 개화라고 할 수 있습니다. KAIO는 이러한 시기에 가장 잘 맞는 핏을 가진 프로젝트인데, 실물자산(RWA)을 블록체인으로 쉽게 옮기는 전문 인프라 프로젝트로 이제 단순히 WEB2 ➡️ WEB3가 아닌 WEB2 ↔️ WEB3로써 양방향 가교로써 더욱 주요한 역할을 수행하는 플랫폼이라 할 수 있습니다. KAIO는 일본 최대 증권사인 Nomura(노무라 증권)의 Laser Digital의 인큐베이팅을 받은 프로젝트이며, 우리가 잘 아는 테더사와 개인적으로 제가 WEB3 RWA 프로젝트를 볼때 가점을 주는 세계최고 헤지펀드 Brevan Howard의 투자를 받았습니다. 양복 제대로 갖춰 입고, 태생도 깔쌈하고, 큰형님들 투자도 받은 RWA 플랫폼 KAIO가 드디어 출시하는데, 제 매매일지를 보면 아시겠지만 TGE 프로젝트들을 매우 면밀하게 보는지라 다음주의 빅띵이자 생각보다 주목을 못받는 KAIO가 핫이슈가 되지 않을까 예상중입니다.

TGE: May 6.

@arifkazi_ @reflectmoney Huge W bro - congrats!

big personal news i am joining @reflectmoney as head of growth. why reflect. why solana. why now? $300B+ stablecoin market. most of it parked at zero yield. reflect is fixing that. and doing it on the only chain that can actually run internet capital markets at scale the thesis: any project. any collateral. any risk profile. its own stablecoin. risk-first. collateral-agnostic. the layer every stable on sol eventually routes through. every consumer app, every agent, every protocol becoming its own neobank. only possible on solana. backed by @a16zcrypto & @colosseum. the reflect team is a lineup of absolute chads. easily the sharpest minds in defi. more on the announcements soon. what's next redefines stablecoin infra on @solana. huge shoutout to @0xnico and @stablecoinjesus for the trust. if you're building around stablecoins, neobanks, or sol defi - hmu. see you at accelerate miami 🫡

@jukan05 Holy fuck

Goldman Sachs raises its Samsung Electronics operating profit forecasts: 2026: KRW 315tn ($213.7B) → KRW 355tn ($240.9B) 2027: KRW 307tn ($208.3B) → KRW 438tn ($297.2B) 2028: KRW 318tn ($215.8B) → KRW 495tn ($335.9B)

@printr ooooo

let's go brrr on friday

@KAIO_xyz It’s $KAIO 🧱

@HypernovaX Pumped for this!

Introducing Hypernova: The on-chain prop firm, built on Hyperliquid. Up to $200k initial funding, on-chain rules and instant payouts. Closed alpha launching in 7 days. Register below.

@Jason I’m in

We started an AI founder twitter group... reply with "I'm in" if you're a founder and want to be added