Here are the protocols with price -2% or more over the past 30 days AND revenue +10% or more over the past 30 days AND $200K or more monthly revenue To make it fun I filtered by the top #3 that meet these criteria but are the most overpriced 1. $ENA on a fully diluted basis has a whopping 178x FDV P/S but +84% in 30d, powered by sUSDe yield demand and funding rates 2. $VIRTUAL the true cost at full dilution is 117.9× revenue $486K monthly revenue with an mcap of $435M 3. $APEX the fully-diluted P/S jumps to 55.5× with a 30 day revenue of $209K and a marketcap of $38M These are price resilient with strong fundamentals in this brutal market, but they do remain overpriced

The best pumps usually start before the chart looks obvious I deep researched underpriced tokens where fundamentals are currently moving faster than price One is at 1% of its ATH 🤯 My criteria was extremely strict: - At least some value passed to holders - Revenue + fees accelerating - Relatively low FDV / Revenue - Price is below 50% of its ATH - Vol + TVL growing, etc Only 5 tokens made the cut 1. solana:ChVzxWRmrTeSgwd3Ui3UumcN8KX7VK3WaD4KGeSKpypj is my #1 pick A +1,363% 30d revenue with recent V2 launch and rebuilding narrative It sitting at 0.9% of its ATH ($23.38 → $0.21 today) If the revenue trend holds, the re-pricing gap is enormous What I do NOT like is that most revenue doesn't flow to token holders 2. ethereum:0x808507121b80c02388fad14726482e061b8da827 Cleanest fundamental picture of the 5 It's the only protocol here with TVL inflows (+14% 30d) $326K revenue in a single week with $10.2M Annualised holder revenue means token holders are being paid real yield It's trading at 25% of its $7.50 ATH with growing TVL is a credible asymmetric setup But whilst its 7D revenue is up 75%, it's worth noting that its 30D rev is down 35% 3. $Spark (MakerDAO) Get this - $5.28B TVL backing a $71M mcap 👀 One of the most extreme TVL-to-mcap ratios What I am watching is the 330% 7d revenue spike which looks like a recovery bounce off a deeply depressed 30d is that bounce structural (new borrow demand) or a one-week blip?

Most DeFi tokens look cheap until you check performance So I searched for tokens trading under 20x FDV/revenue on both 1Y and annualized numbers. 49 made the cut. 34 pass value back to holders I filtered down to find one that are undervalued, revenue-generating, and still growing The 3 that stood out: 1. $ORE: trades at 1.88x 1Y revenue and 1.57x annualized revenue Not just cheap but the current revenue run-rate is stronger than the trailing year With ~99% of value flowing through its mining model, it was the cleanest cheap growth setup in the screen 2. $pump: this one is surprising. It trades at only 3.31x 1Y revenue and 3.74x annualized revenue It is the strongest revenue engine here, doing $464M in trailing revenue The key is that 50% of net revenue is locked into buybacks and burns This however is cyclical and relies on Sol meme activity comes back, the token has a very direct value-accrual loop 3. $SKY: trades at 6.61x 1Y revenue and 9.05x annualized revenue The revenue base is large, but buybacks are currently throttled while Sky builds its solvency reserve With 42.5% of value flowing to holders, the upside case is buybacks scaling back up once that overhang clears

The new 13F is even crazier than we thought Disclosed exposure jumped from $5.5B to roughly $13.7B But here's the part people are missing: He opened massive positions across the entire AI chip stack But at the same time, last quarter he held a $747M bullish Intel call This quarter, $INTC is a put He also cut his CoreWeave call from $774M down to $141M So this is not just “long AI”. It looks more precise More cautious on the chip names where valuation, supply ramps, and competition are now obvious risks He kept the Bitcoin miners turning into AI infrastructure plays, but added Hive Digital The thesis is still the same: AGI needs compute Compute needs data centers Data centers need electricity And the real bottleneck is still electrons, not chips

My guilty pleasure is binge watching @Pred_History takes TLDR: China isn’t America’s rival. It’s America’s hallucination Whether or not you agree with his views, you have to respect his ability to turn geopolitics into a theory of consciousness itself Trump’s China visit is just the surface event The real argument is stranger...America built the dollar dream, China became its second layer, and now both powers have to renegotiate the illusion before it collapses

Imagine a single open source tool that turns your prompts into images, videos, talking portraits, and cinematic shots for a fraction of what Higgsfield charges And here's something nobody talks about It can produce uncensored outputs for total creative control 👿 All you need to do, is plugin your API keys 4.5K GitHub stars, 821 forks 🤯

The browser game market is expected to quietly hit $9 billion by 2030 And popular web game developers reportedly earn anywhere between $ 50K and $ 1M per year But a good web game can take around 6 months to build Even an MVP can cost $ 150 K Now you can one-shot a web game from end to end with just an AI prompt, for free That's what @YueXiangyu and his colleagues have built An open-source AI GitHub project called OpenGame It can generate a complete playable web game from a single prompt not just code snippets You do not need to tinker with assets, images or references to get the game working end to end This is the beginning of anyone being able to create the games they always wanted to play

This is a @HyperliquidX trader that should be added to your watchlist Not a "whale" and doesn't trade with big margins Well calculated with an impressive total profit of $445,000 in one week What got my attention is an impressive $371,000 that he made on a perfectly time $ZEC play He JUST closed all his positions