Johnny

Johnny's progress report since called on CT - $M +711% - $IMF +155% - $pengu +115% - $TIG +72% - #1inch +67% - $TAG 61% - $JOE 47% These are plays you can size up on, real shots at making genny wealth. Not some random micro-cap trash to farm exit liquidity — these are solid plays with real upside

One invite code, one #arcus perp access. @arcus_xyz If it’s already been claimed, drop a comment or DM me. app.arcus.xyz/ref/JOHNNY C7GAOV 8E6W9W PEWZS7 BHXFS3 BNBS8I 0UPW58 B1NUQS 87PPWX 9XU85D OBP5RA

king😭😭 @chameleon_jeff

<$𝐨𝐨𝐧 ™ > $MON first. $MOE next. Watch the rotation. All you need to do is open DefiLlama and look at Monad TVL. The curve looks eerily similar to the early SOLUNAVAX summer setup — slow, steady growth even when the broader market was at its worst. I bought a big bag of $MON in the $0.03 range. With L1s led by $ZEC and $NEAR cooling off over the past two days, the relative strength in $MON is getting very hard to ignore. Pull up the spot chart and the setup becomes even clearer. We’re sitting in a very high R/R zone: $0.04 → break the April high $0.05 → ATH One level at a time. Every level reclaimed makes the bag easier to hold with conviction. Then there’s $MOE. There’s already enough capital on Monad that you can’t ignore the ecosystem anymore, and now that Fomo has integrated Monad, I wanted an ecosystem beta to express that view. So I bought $MOE. If $MON starts playing out the way I expect, the next step is pretty obvious: Fomo degens start rotating into Monad. @sainted007 has been pounding the table on $MOE for a while now, and he’s already one of the biggest $MOE winners on Fomo. The way all of this is lining up gives me strong conviction that we eventually see $MOE break $50M, with Sainted emerging as the kind of community leader @pointfarmcap became for his own bags. Buy. Hold. Grow. Spread the lore.

good old days

One invite code, one #arcus perp access. @arcus_xyz If it’s already been claimed, drop a comment or DM me. app.arcus.xyz/ref/JOHNNY DMKZCA W8C822 GDQ9O5 S3Q5TK 3T929L M1SJ4X YS2IG8 J7HN5H E3XMBI TTU94X

I do like $ORBIO

One invite code, one #arcus perp access. @arcus_xyz If it’s already been claimed, drop a comment or DM me. app.arcus.xyz/ref/JOHNNY QVJBGA 2EG45T ECQRMW VW4W0Q 8479KA CJPODZ Y3KMS2 NEZVW8 LU3AG0 3D86EI

One invite code, one #arcus perp access. @arcus_xyz If it’s already been claimed, drop a comment or DM me. app.arcus.xyz/ref/JOHNNY 53KTKQ WVXBYG CWDWX6 LFKKKC SHXKSF VG2VRV G7SBKC 6JP58E CIVKHE 7JPXYP

One invite code, one #arcus perp access. @arcus_xyz If it’s already been claimed, drop a comment or DM me. app.arcus.xyz/ref/JOHNNY ROXW2G 1T7JBP K1CIMF 2B8FLW 1RCT9P IG9Y72 0HHEIW LHDIU0 3T3DDP IG63JA

<$𝐨𝐨𝐧 ™ > There may be an attention gap forming around $PHA. Chinese crypto circles are starting to discuss it. English CT is still mostly silent. When fundamentals exist before global attention arrives, that gap can be alpha. Three AI tokens. Three different bets. $VVV owns the user layer: distribution, subscriptions, buybacks, and clear token value capture. $ORBIO financializes OpenRouter credits, but its rewards still rely heavily on ORBIO trading taxes—not external AI revenue. $PHA sells the picks and shovels: confidential GPUs, private model deployment, remote attestation, and enterprise-grade TEE infrastructure. Phala powers verifiable private execution for Venice and is a confidential-compute partner of NEAR AI. The paradox: Phala may have the strongest technology—and the weakest token capture. Cloud revenue is not yet meaningfully connected to $PHA through buybacks, burns, or revenue sharing. But Phala Foundation was launched roughly two months ago to oversee $PHA, staking, treasury, governance, and ecosystem development. Snapshot governance experiments have already begun. At a ~$50M market cap, the business may be materially undervalued. If $PHA becomes the payment, staking, or settlement asset for Phala’s compute economy, it could have one of the largest re-rating opportunities in AI crypto.

There has always been a discussion around whether @chameleon_jeff should acquire @tradexyz . To me, the reason is simple: only after TradeXYZ becomes part of Hyperliquid can the value created by its rapidly growing market share be fully captured by hyperliquid:native . That's the value HYPE holders have been expecting all along. Some people worry that TradeXYZ could eventually leave Hyperliquid and build its own settlement layer. I don't think that's the most likely outcome. First, TradeXYZ feels like Developer Mode for iPhone. It exists to absorb the risks that come with rapid innovation. We've already seen this with the $SPCX pricing/share count controversy, and last month's $SKHynix oracle incident, which triggered large-scale liquidations before the Korean market opened. These are exactly the kinds of issues an experimental platform is expected to encounter. Looking ahead, regulatory challenges are inevitable as well. Products such as $CXMT or $Unitree pre-IPO stocks are clearly starting to attract the attention of Chinese regulators. Someone has to take on those risks, and TradeXYZ is the right place to do it. Second, Growth Mode won't last forever. The day Growth Mode is turned off is the day the market starts repricing hyperliquid:native. That's where the real value capture begins, and I think the market is still massively underestimating it. Third, TradeXYZ is built for TradFi. But what about crypto-native assets? Maybe one day we'll have something like DegenXYZ built specifically for altcoin perps. If you look at Hyperliquid, outside of TradFi listings, it has barely listed any crypto-native assets recently. The last one that really caught attention was cash-cat:native on @RobinhoodCrypto Chain. If HIP-3 enables multiple crypto-native perp ecosystems to emerge, each with its own version of TradeXYZ, that could become an entirely new growth engine for Hyperliquid. My thesis hasn't changed: TradeXYZ isn't competing with Hyperliquid—it's expanding Hyperliquid's addressable market. And if that's true, the market is still underestimating how much value hyperliquid:native can ultimately capture.

After checking the full ethereum:0x95ad61b0a150d79219dcf64e1e6cc01f0b64c4ce chart, I realized we’re sitting near the historical lows since SHIB got listed on @binance . Maybe ethereum:0x95ad61b0a150d79219dcf64e1e6cc01f0b64c4ce will be the first dog coin to start this cycle’s run. Long ethereum:0x95ad61b0a150d79219dcf64e1e6cc01f0b64c4ce

看好并持续买入300376 易事特： 1. 800伏直流电产品收益者； 2. 低价小盘，类似土狗Meme股，易被炒作； 3. 期待下半年依靠该产品扭亏为盈，则市场将重新定价； Bullish on 300376 (EAST) and continuing to accumulate. Thesis: A direct beneficiary of the 800V DC power infrastructure trend. Low-priced, small-cap profile — almost like a micro-cap meme coin, making it highly tradable when sentiment kicks in. If the new product line helps the company return to profitability in H2, I expect the market to reprice it accordingly.

One look at $STG’s top 10 holders on Etherscan and you’d never short a $600M FDV token.