Some of the most interesting innovations on Bitcoin L1 is happening on $TAP

Scouting for under the radar Ordinals collections, Goosinals stands out as a big one. Goosinals is the first and only Ordinals project launched by artist Dmitri Cherniak. Dmitri Cherniak is easily a top 5 crypto artist of all-time, with multi-million dollar sales at Sothebys in

Liquidium is easily the most slept on utility runes play out there 💯

Bitcoin Puppets will flip BAYC It's a matter of when not if. Many of the top Ordinals projects will flip their Ethereum NFT counterparts.

DMT is the most unique thing to come out of the Bitcoin L1 ecosystem. Yes, ordinals are arguably more successful when it comes to trading volume and holders. And there are metaprotocols that are bringing true BTCfi to Bitcoin. But these forms of non-fungible tokens and DeFi

The best marketing for $NAT is more bitcoin miners selling their $NAT

Wall Street needs a $NAT DAT

Bitcoin has a security problem. Miners aren't going to make enough from block rewards and fees to incentivize sufficient hashpower to secure the chain. Bitcoiners know it's a problem but they are kicking the can down the road. They are assuming that everything will magically

Quantifying the strength (or lack there of) Bitcoin’s security budget adds further support to the DMT $NAT narrative.

There is a soon to be launched Layer 1 network that can do 3 million TPS and is pioneering a new local-first app3 narrative... It is currently sitting at $5.7 million market cap. Generational opportunities like this are always obvious in hindsight. $TRAC $TNK

With restaking tokens starting to find price momentum, Babylon here is looking really good. Babylon TVL is pushing new all-time highs and is now the 10th largest protocol by TVL and the largest that is just Bitcoin focused. $BABY at a $600 million FDV feels cheap

This is just the beginning of the DMT $NAT flywheel

Bitcoin was destined to fail and go to $0. But $NAT won't let that happen.

Some big $NAT bids today pushed the market cap above $30 million for the first time in a long time. The coins that show the most resilience during drawdowns are often the ones that pump the hardest on the other side.

Outside of the Bitcoin ecosystem the project that has me most excited is NFTstrategy by TokenWorks™ Truely a novel and innovative use of Uniswap v4 hooks Would love to see similar on-chain perpetual acquisition vehicles for Bitcoin Ordinals projects

Been watching the NFTstrategy ecosystems very closely. NFA but feels like ToadzStrategy by TokenWorks™ is a powder keg waiting for a fuse to light. $TOADSTR has bought and has listed 2.3% of the entire Toadz supply. If those get bought that's over $600k in buy-back and burns

The SquiggleStrategy $SQUIGSTR token will become the defacto "art blocks token". It will become the token that people buy to get benchmark exposure to the generative art market. $5 million market cap feels cheap.

SquiggleStrategy is the best performing NFTStrategy token over the last 2 days. The thesis that $SQUIGSTR will become the "artblocks token" is playing out. It will be the most liquid way to get exposure to generative art.

NFTstrategy is making more in 24h revenue than Pumpfun, yet Pumpfun is valued 35x more expensive than $PNKSTR. The market still does not understand that what Adam has created is no different than other revenue meta darlings like PumpFun and HyperLiquid. Full port

$TNK is drastically underpriced by the market right now