Why I put @QuaiNetwork in the Bear category:
- Unproven consensus design
Quai uses a multithreaded, merge-mined Proof-of-Work system that hasn't been stress-tested in practice, their decentralization and security claims are still theoretical.
- Heavy token concentration
The top 1% of wallets hold over 40% of $QUAI, which puts a huge risk on price and DAO manipulations.
- Very low dev activity
Onchain and GitHub metrics show minimal developer contributions post-launch.
- Regulatory red flags around “Energy-Backed Dollar”
Their energy-backed dollar may face serious pushback from regulators. It's

$HYPE buybacks accelerate when the market is crashing.
Prices dump -> trading volume grows > fees increase -> buybacks accelerate
That's one of the reasons why $HYPE was holding well in early April while the market was bleeding hard.
Truly of the kind.

Why I’m bullish on @MagicNewton?
Newton isn’t just another AI project, it has real infra built around it:
- AI Automation
- Decentralized Computing
- Onchain Service Registry
- Community Building
- S-Tier Backers
Let's break down every point 🧵
➣ AI Automation
Most AI crypto projects are just vague LLM wrappers or created to pump their token.
@MagicNewton allows users to deploy autonomous agents to execute DeFi actions like swapping, bridging, and staking, fully automated and seamless.
You just give a prompt: “Rebalance my assets weekly”
- An agent executes it.
It serves as an AI abstraction l

Opening my DM requests was the worst mistake I've made this month

Remember $sUSD?
That's @synthetix_io’s stablecoin that deppeged to $0.73 in April.
After that, it started to rise again towards the $1 mark, but guess what
It crashed to $0.85 again...
I guess some things are just never meant to be.

- Total Staked: 5.3b VET
- Total Supply: 9,395 NFTs
- Rewards Distributed: 62.2m VTHO
The TVL has already surpassed $100m in less than a month.
If you have any idle $VET sitting around, make sure to stake it ASAP.

WTF are these sale terms from Espresso?
- $4m raise at $400,000,000 VALUATION
- No TGE unlock
- 2-year vesting with 1-year cliff
My guess is that it will most likely launch with a 15% circulating supply after the sale.
Who's even participating in this?

WTF are these sale terms from Espresso?
- $4m raise at $400,000,000 VALUATION
- No TGE unlock
- 2-year vesting with 1-year cliff
And it's most likely to launch with a 15% circulating supply after the sale.
Who's even participating in this?

"Our project is building a disruptive technology to revolutionize cross-chain interactions"

It's the best UX wallet I've used, and surprisingly, it's only at a $14m market cap despite numerous bullish triggers:
- It leads EIP-7702 delegations and supports it on all chains
- 50m $WALLET (5% of supply) acquired in buybacks
- 100% supply vested
The potential is immense here.

Google searches for "etherum" are at the highest level since December.
Retail is here.

I love this industry.

- WBTC: $5b
- cbBTC: $1.7B
- tBTC: $213m
- LBTC: $200m
- eBTC: 126m
- fBTC: $64m
This unironically makes Aave the most popular BTCfi destination.
The silent killer.

New yield opportunity with 100%+ APY potential.
Deposit in a few clicks and earn:
- USDC: 113% APY
- ETH: 87% APY
- BTC: 18% APY
You can still be early on this:

It saves hours of research and poor DeFi UX interactions.
I requested the top 5 yield farms by ROI and safety, and got results in under a minute.
A manual research would have taken me at least an hour!