Notes taken on the phone so apologies for the missing pieces, typos, and lack of detail.
Walter - coinfund
Plume shy of 100 mm TVL 18 bucks. Family office gonna buy this. Catchup play
Jenny - Animoca
Buy SOL at 120 and it’s ecosystem there. JUP / Ray etc. also looking at names like Story dipping below last round. looked through all ecosystems and think it’s got the chance.
Frank - North rock
Long circle equity maybe via OTC. Going around at 5 Bn, good play on IPO. Short Mantra (OM) but not now - only 1% float. But at some point the OTC and unlocks happen you have a good setup for shorts.
Jason - Folius
long BNB short SOL
Long Memecoins rotation + BlackRock catalyst. Added kicker in the unlock.
Dmitry - Coinfund
HYPE is consensus. CoreDao is the pitch. People got bullish on BTC L2 last year but most died with no activity. CORE trades at all time lows but there’s real stuff being built. 2 teams are stx and core are doing real things. We now have a product called LSTBTC where you have tokenized dual staking yield on BTC (launched by Maple). The more activity the more core gets withdrawn. There’s a core listco in April in Canada. 1 Bn FDV and 500 mm circulating.
Michael - Monad
AO launched 2 weeks ago. No one cared. Uses Arweave as DA layer. Trying to become stateless infrastructure. Similar model as Bitcoin. 15% mined and circulating, 1 Bn FDV, not listed anywhere, need to use onchain dex, maybe only 3 mm liquidity onchain
Cody - Pantera
TAO - dTAO just happened. Pool deepens every block, subnet will get beaten up to channel yield to subnet 0, everyone stakes either root. Money should come to buy the subnet token, takes 2-3 months to work.
Also like 1723 HK moon, basically MSTR in HK, own it for southern connect at 5 Bn HKD market cap. My mum has a bag.
John - CMCC
Short Taiko. Bullshit L2 that no one uses. ZK and eth aligned. Nothing is going there, HK project and only 35 people going to their event. Unlock starts in a few months. SCR is at 600 mm so u can probably short both.
Jose - Spartan
DBR on 230 mm FDV. Benefiting from meme on season of HYPE SOL BSC. It’s the bridge that most degen use because it’s super fast. Volume and fees up only. 18x earnings. Comparables at 40-90x (and fees not earnings so higher). Also can just stay on bridge to trade coming soon. Founder actively trying to get listed and cares about the token. Working closely with the BNB team. Binance listing potentially coming.
Also like $A on unichain. First coin launched by the launchpad. Founder incentivized to pump it since he holds 30% of supply + want this launchpad to work. Need to bridge to unichain to ape.
Chetanya - Spartan
Long AUKI labs from Hong Kong. Already listed. robotics is a nice space. Basically hivemapper to create private datasets. robots would require them to operate autonomously. Only thing u can buy in robotics.
Kunal - Spartan
SAGA - gaming app chain. Short. Supply increase 20%. No activity on chain. A lot of subscription ending in March and nodes will be unstaking and selling. 600 mm FDV, not a lot of shorts at the moment.
Still like Broccoli. I think you buy the Bybit one. RR good. Contract address ends in 4
Gabriel - Republic
Long B3. Gaming L3 on base, built by pretty stacked team, makes it a good BASE token, cofounders all from coinbase. Very close ties and special access to distribution. Maple story and gunzilla token soon and GDC run up could drive this token as beta. Can short IMX to hedge.
Dave at DACM
Long in GEOdnet. Augment GPS signals. Turn 2-5 m data to 1-2 cm data. Use crypto to help sell subscription. Historically spent 300-500 mm to build out the network. Uncorrelated to crypto market revenue. 10 mm of revenue by end of year.
Calvin - Spartan
ENA - unlocks coming. Own it long term to be the winner in synthetic dollar. Should scale to 1 trillion by end of decade. 2 rounds of OTC at 20 and 50 cents. Clanker already pumped due to pick up of fees + listing
Ramen launchpad on bera chain. All good projects should launch on here. in 2-3 months the bera projects should launch. The token is where u need to own to accrue gache which is randomized allocation.
Supply is mostly in gRamen — u either wait 16 weeks or lose half to unlock.
Adrian - Chorus One
Long Sanctum - sol liquid staking grew from 3-9% penetration most of which from CLOUD. Proposal passed on SOL which allows validator keep parity fee (yield can go up 2-3 % on top of 9%). Validators can via CLOUD incentivize their stakers more. There will be creative ways to juice yields. Deposit and swap fees alone = 3 mm a year. Initial 6 mo fully unlocked . Good hold for a couple months