Tough to hold alts in this down only stage but ZRO showing some major strength. Could pair trade ZRO/W if feeling risk adverse.

If anyone airdrop farms I’d highly recommend spending some time farming hyperliquid. I’m in defi/farming pretty deep so I never know if something is unknown to most, but if you’re not familiar I’d take some time. Basically building a new L1, zero vc funding, spot memeesque market, large perp vol with cex like feel with a bunch of normie friendly features.

Right now besides farming the obvious stuff and adding to ETH, SOL bags I’m only looking to bid good farming coins that aren’t complete trash….think stuff like ARB being paired with ETH lp in maybe a 25% range is getting to the point it’s worthwhile with plans to spot hold on further breakdowns.

Thanks for sharing your insights, Johnny.

Thanks mate. Would you be bidding 'newer' L1's such as SUI/SEI should they fall another 50-70% in the next few months. More likely than not to see new ATH's in the future should they weather the storm and at those levels believe the r/r could possibly be worth it.

My depin (DEcentralized Physical Infrastructure Network) pick is FLT (Fluence AI). Especially right now before main net staking is deployed this summer.

50M tokens liquidity + 50M airdropped to GitHub devs that worked on any open source project, so pretty weak hands just selling off.

Basically they will sell decentralized compute. An AWS competitor but no contracts, decentralized, pay per compute used, verifiable data on chain, etc...

Token is on Uniswap main net or non-us exchanges like gate io, bybit. Low float right now, team unlocks start in March 2025 so look to sell before then. Currently below $.30

No one seems to care about privacy coins.

Would love hear your 5m cap pick.

Thanks for the great post, really informative and I agree.

Rather than buying actual privacy coins, farming for the new ones might be better although a lot of the good opportunities are done now. Aztec, zk, et cetera

Anybody trading FIDEUM, FI?

For privacy...I have said it before, COTI. COTI is an EVM L2 solving blockchain privacy with Garbled Circuits – 1000x faster & 250x lighter than other privacy solutions. They were just vetted and announced in helping Israel create a CBDC as well. This company has a few great irons in the fire as well (DJED for ADA). This company will do very well in the coming 12-15 months, I can see a run to $4 or so for them if the stars align with bitcoin/ETH running to new highs as well. Not financial advice, but I feel pretty good about this little Israeli company!

^ just a 40x. let's go

I was able to jump into some more SOL at 120'ish at this latest dip... today is looking fantastic.

SOL is such abject dog ****. Literally the SBF Ponzi chain. Psyopped from the dead.

It actually makes me sick

Using SOL is basically sucking the VC dicks that despise you

That couldn't be further from the truth.

Which part?