Tokenized stocks might end up being as big as the entire crypto market- maybe even bigger because the underlying equities market is more than 20x larger. U.S. equities: $70 trillion, Crypto: $3 trillion.

Kraken just acquired BackedFi
Trade XYZ is already doing over $600M in daily volume with more than $150M in open interest.

People still don’t realize how big of an impact Edel finance can have. $EDEL is building the OS where investors can earn rent on stocks across all these rails.
https://x.com/Prateek0x_/status/1996199936543625326

Market has been very choppy. Haven't been trading much- just been buying some spot BTC on dips.

Found a very interesting play on Hyperliquid that seems very underpriced.

Will be posting about it on Twitter soon. Notifications on
https://x.com/prateek0x_

The biggest project in the Hyperliquid ecosystem is sitting below $16M market cap, yet almost no one is paying attention to it.

Its fee machine is already humming: $30M annualized, over $13M in fees collected and millions in protocol revenue- which makes the current market cap look almost absurdly disconnected from fundamentals.

It moves like a high-delta shadow derivative of $HYPE itself. Almost 11% of circulating HYPE is staked through this single protocol, commanding 83% market share.

It boasted a TVL of over $2.3B and is still holding around $1B while the market pretends nothing is happening.

They recently launched a fully on-chain, 24/7 global trading layer on Hyperliquid- introducing the first exchange LST with a fixed supply and 10% of all platform revenue flowing to holders forever. The goal: a user-owned, on-chain market for every asset class, launching early January.

All markets. All hours. All on-chain.

Caps for their newest products were filled within an hour. They’re quietly building the infrastructure rails for the entire HYPE future:

– Builder Codes
– Liquid Staking as a Service
– HYPE DATs are expected to use this protocol by default
– A proven institutional track record
– Five audits

Most still don’t understand that it’s becoming the economic engine for the next phase of HYPE- the quiet kingmaker everything else will eventually rely on.

From both a growth and valuation perspective, the market is completely mispricing this- likely paralyzed by the current macro noise.

https://x.com/prateek0x_/status/1999455128642867296

$KNTQ can be bought on Hyperliquid
https://app.hyperliquid.xyz/trade/KNTQ/USDH

Or you can buy it on the Nest exchange on the Hyperliquid chain.
https://dexscreener.com/hyperevm/0x51323f313e36a93fac2e1e929e48b961ffce5510

https://app.usenest.xyz/trade/swap

Still holding $EDEL & has been buying some on dips.

WLFI recently posted about its USD1 integration with them:
https://x.com/worldlibertyfi/status/2001813447407735108

Their testnet is getting some good traction:
https://x.com/edeldotfinance/status/2000701011682267506

I think 2026 will be the year we see billions of dollars flowing into tokenized equities, with companies like Coinbase entering the game and Kraken acquiring Backed Fi. As the only lending protocol in that space, Edel can play a crucial role.

Also, I have been working on my crypto thesis for 2026 and will be posting it in a few days.

Happy holidays everyone!🎉

Happy New Year everyone! Super excited for what’s coming ahead. 🎉

I feel like we’ll see a generational rally at some point this year and those who stay focused and locked in are going to make the most of it. I’ll be posting my 2026 thesis in a few days once I’m back home.

Wishing you all a very healthy and prosperous New Year ahead. LFG!!

$EDEL looks strong. Up 2x from dips. Team has been shipping hard
https://x.com/andres_solt/status/2005371317336658296

Market looks quite optimistic. Some of the big memes like Pepe, Bonk, Useless, etc are up 50% this week, that's a good sign.

Time to lock in?

$EDEL up almost 3x from the bottom. Good dips are always for buying. LFG!

gEdel

$KNTQ is up 30% from here with size and over 2× from the dips.

It still looks significantly undervalued, especially as the largest project in the Hyperliquid ecosystem. I think once $HYPE crosses $30, $KNTQ can easily do a 2–3× from here. $20M market cap feels clearly mispriced- repricing looks imminent.
https://x.com/Prateek0x_/status/2008179622857638102

Longed some $MET here. It seems quite undervalued given its revenue and fees figures compared with JUP and other DEXs.

Also, Meteora’s market-cap to annualized-fees and market-cap to annualized-revenue ratios are the lowest among major protocols. With ~$117M in annualized revenue and a $140M market cap.

They have also deployed more than $12M in buybacks to date.

https://x.com/Prateek0x_/status/2008537574563082650

Deleted SHDW. Seems there was some fud. Better be cautious.

$KNTQ up 2x on size.

Market has changed a lot. You don’t need 100 trades anymore. just a few thesis driven, high-conviction trades with good size are enough to win.

Adapt or die.

$MET longs printing. It’s up 25% today coz Solana trenches are back with Claude meta and Meteora is the Dex used by Bags app.

$MET is currently doing more Revenue than its Mcap. Send it higher!!

$KNTQ up 2.5x on size now. Revenue meta works even in the dead market. LFG!

4x on $KNTQ now with size. Great start to the year with conviction bags printing. Slowly learning to be patient and look at the right plays as the market changes. LFG!

Go smash this

https://x.com/prateek0x_/status/2014992092834193793

Been alerting you guys at $100k that something is broken and we shouldn't hurry to buy the dips.

Way too much blood and panic in the market. Bought some spot $BTC today. will keep adding if it dips further.

Aped some on $AICOIN at $1.3M Fdv

On the Anthropic GitHub/docs, the only explicit crypto reference appears in an example about a hypothetical cryptocurrency called “AICoin”.

https://x.com/chudthedev/status/2029714597922369877

https://dexscreener.com/solana/feh5gurpv3frknqfyv2prts1qjzsdto6ex8ypdncz7zc

Cross-checked it with Claude (Anthropic’s LLM) itself. It says it's true when you post their GitHub link.

https://github.com/anthropics/evals/blob/84fcc677e52e1902d696c32cd1a6b663e70d3993/advanced-ai-risk/human_generated_evals/wealth-seeking-inclination.jsonl#L850

$AICOIN Sending. Almost 2x now LFG!

Added a bag of $PARTI here

Thesis: https://x.com/Prateek0x_/status/2033558775450448137