JohnnyBBBBBB 🧲🐍 retweetledi
JohnnyBBBBBB 🧲🐍
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JohnnyBBBBBB 🧲🐍 retweetledi

Billions will PEG 🦄
Unipeg@unipegv4
microPEG // soon wrap 0.1 $uPEG and receive a fully rendered 12x12 microPEG. tradable via uPEG/mPEG liquidity pool. every mPEG minted absorbs $uPEG from circulation. whole integers become harder to generate. another first for @Uniswap v4 hooks. two collections within one. 🦄
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JohnnyBBBBBB 🧲🐍 retweetledi
JohnnyBBBBBB 🧲🐍 retweetledi

microPEG // soon
wrap 0.1 $uPEG and receive a fully rendered 12x12 microPEG. tradable via uPEG/mPEG liquidity pool.
every mPEG minted absorbs $uPEG from circulation. whole integers become harder to generate.
another first for @Uniswap v4 hooks. two collections within one. 🦄



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JohnnyBBBBBB 🧲🐍 retweetledi
JohnnyBBBBBB 🧲🐍 retweetledi

We just finished a deep dive on every quality compounder we could find.
We landed on 2 names NOBODY is talking about right now.
Both are spin-offs of one of the most successful capital allocators of the last 30 years.
Both are down ~50% from their highs.
Here they are:
TOI.V Topicus.
Pan-European vertical software business.
Mission-critical software for government, healthcare, education, and financial verticals across 26 countries.
Q1 revenue up 23% year over year. Recurring revenue accelerating. Cash conversion still elite.
Trading around CAD 96, down roughly 50% from the highs.
LMN.V Lumine.
Global communications and media software. BSS, OSS, billing, and network software for telcos and media companies.
Sticky high-margin contracts. Massive consolidation runway in a fragmented industry.
Trading around CAD 20 after a brutal pullback.
The playbook is identical to Constellation Software.
Decentralized. Buy and hold forever. Relentless M&A funded entirely by cash flow.
Normalized multiples are now in the low to mid teens on cash flow. Well below their historical averages. Well below private market comps for the same kind of business.
The software selloff created the setup, but the fundamentals never changed.
We're a team of 8 with one goal. To help you spot truly great stocks at the earliest possible stage.
Turn on notifications and follow us. It's absolutely crucial not to miss the alerts.
There will be a lot of people who regret not following us.

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@InTheAssembly solana:C29ebrgYjYoJPMGPnPSGY1q3mMGk4iDSqnQeQQA7moon
Indonesia

• Trump ending Iran War
• traditional markets still up only
• strongest crypto coins finally making new all time highs for first time in over a year
• altcoins seeing sustained spot bid for first time in awhile & CT bullposting again
bros we might just be back 🥹
*Walter Bloomberg@DeItaone
🚨 IRAN TO OPEN HORMUZ 30 DAYS AFTER US DEAL TO END FIGHTING - NIKKEI CITING SOURCE
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JohnnyBBBBBB 🧲🐍 retweetledi

@garyvee @veefriends Never got a chance to get into @veefriends ecosystem. Would love the opportunity to join the community and see what it’s all about - thanks!! 👍
0x7442F0BbAF949bB6FEb505525761600cc63973Ec
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Sending several @veefriends series 2 NFT’s for free to serious collectors here on crypto twitter - not looking for new wallets or people clearly flipping, this giveaway and karma play is to give an nft to a serious nft collector, one that would clearly appreciate it and hold it long term and maybe explore our echo system deeper because of the kindness of this gesture - pls please your wallet address in reply to this post
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JohnnyBBBBBB 🧲🐍 retweetledi
JohnnyBBBBBB 🧲🐍 retweetledi
JohnnyBBBBBB 🧲🐍 retweetledi
JohnnyBBBBBB 🧲🐍 retweetledi

ok so here are my full thesis on $NEAR and why i believe it's still insanely undervalued
near intents did 542k unique paying users in the last 30 days. half a million ppl paid actual fees to use the product. no points farm no airdrop hopium no incentives subsidizing volume. they paid because it WORKS
now you stack the rest:
- $19.2b cumulative swap volume
- $33.5m in real protocol fees
- 25.6m total swaps executed
- $51m+ daily volume running rn
- usdt and usdc are 53% of 24h flow which means agentic stablecoin commerce is live in production
most of crypto talks about yield, token gets airdropped stake to earn 200% apy price dumps the second emissions stop exit liq acquired
well near intents is the opposite shape
users pay fees because the product works fees route into $near buybacks loop closes without subsidy
542k paying users. $33.5m in fees. $3.1b mcap. ZERO unlocks ever.
now lets talk about why $near fits both in privacy x AI meta
privacy meta:
every privacy coin uses near intents. near is the picks and shovels of the entire privacy run so far. ironclaw and venice.ai integration brings confidential computing aka verifiable private ai inference. if privacy keeps running near eats regardless of which coin wins the surface narrative (see where i am getting at?)
ai meta:
near has been heads down on ai for 4 years from a blockchain angle. they were the only crypto chain invited to the nvidia conference. not pay to play. personally invited by nvidia. that doesnt happen by accident
so you have a chain that:
- is foundational infra for the two hottest narratives in crypto (ai and privacy)
- ships a product doing $51m+ daily volume with no incentives
- routes real fees into buybacks
- has zero unlocks ever
- sits at $3.1b mcap
yes sure there is dilution. but even at current inflated supply $10 is ath fdv. thats 3-4x from here just to retag ath while they execute on the two narratives the entire market is rotating into
ai agent revenue hasnt even started flowing yet. intents is already cash flow positive without it. when agentic commerce scales near is the rails everything runs on
that's pretty much it, thanks for reading my yapping
end talk
- Loshmi

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JohnnyBBBBBB 🧲🐍 retweetledi

@KookCapitalLLC @unipegv4 I see @KookCapitalLLC truly excited about a coin so I bought - without any hesitation. 🫡
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