Kyren

With over 10,000 crypto tokens, navigating the markets can be a nightmare. 99% of projects don't actually bring any utility. So how do we spot REAL potential? 🧵This thread will go over 8 of the BIGGEST bets I have for this cycle & the reasons why.

🗓️Progress through May Here's some highlights from our favorite projects over the course of this month! $XRP partner with Ondo/JPM/Mastercard on RWAs $ONDO selected by DTCC for Tokenization WG $LINK adopted by India's #1 trade giant Vanya $NEAR selected by Bermuda Govt for AI $HYPE selects Coinbase as USDC Treasury Deployer

9/Bottom line: This is an attempt to tokenize a full app studio model with AI speed + native Telegram distribution. TGE is May 27. Presale on @ChainGPT_Pad Not financial advice but I’m in. Just scenarios I’m thinking about.

8/The litepaper explicitly allows the treasury to manage capital for ecosystem health. That’s the door for buybacks turning real usage into token demand instead of just hype. Hyperliquid showed how powerful this can be.

1/@dropee_app just dropped Dropee Create and nobody is talking about it yet. An AI that lets you describe a Telegram mini-app in and ship it live in minutes. No code. No team. No App Store. I’ve been digging into what this actually means for $DROPEE token mechanics.🧵

The DTCC's going all in on RWAs On-chain activity is steady back on the rise Technicals are beginning to show bullish divergences Institutions are holding & launching crypto ETFs Yet most timelines across CT are still bearish This is yet again another example of market PTSD created by market makers The past few months were nothing but red And much of retail has been left with confusion, spite, anger, etc. In other words... Market makers have done their jobs Much of retail has been flushed out and are now overly cautious on crypto. But when you really zoom out & look... We're beginning to see the tides turn But to really see that, you gotta remove all the bias and emotions from your analysis. The market doesn't owe you anything Those who win in these markets, whether by skill or luck, all share one thing in common. Fearless Preparation.

You love to see it $NEAR ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 $HYPE $MORPHO $RENDER $FET $TAO All leading gainers over 24 hours. Bullish news on Strait of Hormuz potentially opening back up Fingers crossed👀

Liquidiating all bears & shorts near:native you NEAR AI NEAR Protocol NEAR Intents NEAR Mobile This is a different beast from the last ATH we set Let's see if price will reflect the growth in time🤫

Do you think Bitcoin remains the #1 crypto in the long term?

Over 10% to securing $10 Tril now... The vision is coming together Slowly but surely, Chainlink is becoming the official $LINK between Web3 and TradFi infrastructure

Things are moving exactly as per our analysis We've seen $BTC almost fully fill out the CME gap on the futures markets ❌No price predictions or timelines here ✅We purely analyze and play the market by key level conditions and probabilities But don't say I didn't alert it!

Hard to be bearish on the future of RWAs from here From banks to asset managers to governments & now the DTCC officially stepping in TradFi x Web3 is officially here $ONDO $XRP $LINK

@MrMPodcast @Diditaihuttu This is SUPER interesting to me... Bookmarking to watch tonight, Maurizio.

Don't Buy Bitcoin Until You Watch This @Diditaihuttu

Here's a roundup of some big Web3 headlines lately • US Clarity Act passes Senate Banking • $ONDO in DTCC's Tokenization Group • $LINK CRE adopted by DTCC • $NEAR partners with Bermuda Govt • $HBAR adds Accenture to Gov Council Pair this with the market back up & it's pretty hard to have a bearish thesis here in the near term