Xremlin

$BTC typically bottoms after a major hack

Wall Street is coming onchain 2027 is the year of tokenization Protocols positioned to win: $HYPE - @HyperliquidX $LINK - @chainlink $UNI - @Uniswap $ENA - @ethena $AAVE - @aave $ONDO - @OndoFinance $LIT - @Lighter_xyz $AERO - @aeroxyz $RAY - @Raydium $DRV - @DeriveXYZ $PENDLE - @pendle_fi $BP - @Backpack

You want to hold $LIT this cycle It's underpriced on every metric rn: > 1/3 of HL volume at 1/22 of the mcap > 2x HYPE revenue to mcap ratio > Revenue doubled from July to September > Price is down 50% in the same period Meanwhile: Lighter files for a CFTC license in November (it’ll be the first perp DEX ever to do it), it’s still the perps engine in RH Wallet, and volume there grows 50% each month Distribution keeps stacking, RH Wallet + Wallet in Telegram, LIT ETPs from Bitwise and 21Shares on Xetra, Binary options live, weETH accepted as collateral, LighterEVM live on devnet And every dollar of that revenue feeds buybacks: 2.45m LIT burned from Q3 alone It’s been down only since RH chose Bitstamp for US perps, but the fundamentals keep growing, in a cycle where revenue and buybacks are what matter Sounds like a good deal to me

Revenue means nothing if it doesn’t reach holders These protocols are actually buying back their tokens Top 15 by buybacks: $PONS - @Ponsdotfamily $PUMP - @Pumpfun $EDGE - @edgeX_exchange $RAY - @Raydium $CAKE - @PancakeSwap $LDO - @LidoFinance $LIT - @Lighter_xyz $HYPE - @HyperliquidX $UNI - @Uniswap $SKY - @SkyEcosystem $JUP - @JupiterExchange $VVV - @AskVenice $LINK - @chainlink $RENDER - @rendernetwork $NEAR - @NEARProtocol

$ZEC went vertical Now everyone thinks privacy = ZEC The sector’s way bigger than that: Privacy coins $ZEC - @Zcash $XMR - @monero $ZANO - @zano_project $ARRR - @PirateChain Large-caps with a privacy layer $LINK - @chainlink $NEAR - @NEARProtocol Shielded pools / Private DeFi $RAIL - @railgun_project $MASK - @nullmaskio Confidential compute $ZAMA - @zama $RLC - @iEx_ec $ARX - @ArciumHQ $NIL - @nillion Privacy-first L1s / App chains $NIGHT - @MidnightNtwrk $BDX - @BeldexCoin $ZEN - @horizenglobal $ROSE - @OasisProtocol Payment coins with optional mixing litecoin:native - @litecoin $DASH - @Dashpay decred:native - @decredproject

Revenue is the new narrative Crypto’s finally at the point where earnings matter Top 12 protocols by P/E: $PUMP - @Pumpfun $MET - @MeteoraAG $RAY - @Raydium $ORCA - @orca_so $LDO - @LidoFinance $SKY - @SkyEcosystem $LIT - @Lighter_xyz $ETHFI - @ether_fi $SYRUP - @maplefinance $JUP - @JupiterExchange $CAKE - @PancakeSwap $HYPE - @HyperliquidX

Top 3 Across 10 Sectors: Privacy: $ZEC, $XMR, $ZAMA Perp DEX: $HYPE, $LIT, $ASTER Private AI: $VVV, $NEAR, ethereum:0x6c5ba91642f10282b576d91922ae6448c9d52f4e RWA Infrastructure: $PLUME, $LINK, $CFG AI Inference: $ORBIO, solana:nosXBVoaCTtYdLvKY6Csb4AC8JCdQKKAaWYtx2ZMoo7, $SURPLUS Tokenization: $ONDO, $BP, $UNI DePIN: solana:rndrizKT3MK1iimdxRdWabcF7Zg7AR5T4nud4EkHBof, $FIL, $PEAQ AI Infrastructure: $TAO, $0G, $IO DeFi: $UNI, $PENDLE, $AAVE Onchain: $PUMP

Think it's clear now which sectors win this cycle - Privacy - Revenue coins - Tokenization / RWA - Private AI / Inference - Memecoins Which ones are you in?