TH Research
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We’ve gotten a lot of V4 ponzis on eth, i think the next thing that actually runs crazy will be different.

Most kols have used the “trying out new things” concept to try to suck away liquidity since upeg launched. Only just a few have actually tried something new and not just a copied model from another chain.

Also sol has been like a grave town in a While apart from hanta virus so it makes me wonder…
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Will see how much they push this until may 13
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TH Research
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Cross is pumping, oi is increasing and surprisingly mexc is the highest - that tells you a lot.😁

Funding rate increasing from the lows as well.


Observing
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gm

Let’s hunt for memes😁
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Made the channel for gambles so I don’t have to post 100k-200k caps here when market becomes too slow and there’s nothing too interesting or just 10xs in the market

I will leave this channel for tech coins// new stuff that have retained a good level.

https://t.me/thgambles
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https://x.com/bnbchain/status/2055725024892346646?s=46

Bought this

0x2a846aaaf896ef393ccb76398c1d96ea97374444

BortonBsc is the only CA on the BNB Chain that's carrying the BAP-578 narrative.

It is also the leading launchpad for agents on bnbchain with more than 10k agents live and now bnb chain will be announcing some big news for agents.

If it’s something that bort can integrate immediately bort should send as its the leading launchpad driving the agents narrative on bsc

https://x.com/bortonbsc/status/2056025497218306422?s=46

https://www.bortagent.xyz/


Trading note: Avoiding bsc coins

Mostly scam coins that thrive on bsc chain.

Down over 50% from position. Cut since announcement was only catalyst.

Eth - for new tech and viral stuff sometimes eg upeg, Sato, asteroid

Base - new stuff + based founder eg lfi, aeon

Solana - viral/attention memes, tiktok memes eg hanta virus, Royalpop

BSC memes might run sometimes if viral enough and shared all over x eg hakimi, the backhanded opossum

Will stick to my rules and not mix any.

Every chain has its meta
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Hey chat. Been away for a bit as focused on building and onchain has been a bit slow lately.

For those of you who trade perps, there has been few opportunities. So I will continue sharing all round.

Also times with low volume is the best time to use novel protocols, keeps you ahead of a lot

https://x.com/tradinghoex/status/2065425246572662889?s=46

Started this series on protocols I think you should be “using”

For the general meme market i think it has been solved on a whole and i have been focused on tech narratives. Memes come out once in a while but better still to save your capital at this time than burn through it.

Like i said will try to share opportunities

Always remember, dyor and if you find things good enough to look at, always feel free to dm me.
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For anyone still gambling on memes, join gambles channel https://t.me/Thgambles

called $sat1 yday which just hit 1.4m

For what it’s worth that’s something in this market condition and I expect it to go higher as dev is actually cracked.

Thresearch will remain for higher mc // alts
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TH Research pinned «For anyone still gambling on memes, join gambles channel https://t.me/Thgambles called $sat1 yday which just hit 1.4m For what it’s worth that’s something in this market condition and I expect it to go higher as dev is actually cracked. Thresearch will…»
TH Research
Thesis on etherfi ~ 0.5004 ether.fi is the leading liquid restaking protocol on ethereum. Their liquid restaking token, eETH, is the first native liquid restaking token on Ethereum. Stakers can mint eETH on ether.fi. When a user does this, ether.fi will…
Guess I was too early here

given XPL pumping to 1.2B FDV off of the launch of a crypto card, ETHFI which is a superior product + buyback program is criminally undervalued here.

Businesses onchain with good revenue have been seeing momentum eg $Cards + streamlining an activity for norms ( card opening)

Ethfi is one of the top if not the leading crypto card used by traders.

Onchain business markets?

Re-entered.

entry: $0.35

Current price: 0.43
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Happy to see $Ansem token bringing back volume to the market, it has been dry for a long while reason why i went afk// building but this is a reminder that no matter how dry the market is, having an eye on the market is always compulsory

So far I haven’t seen any good memes or tech to bid because everyone is spawning different betas of Ansem and scam coins have been getting smarter but I will make sure to share my thesis more henceforth on more altcoins.

Also don’t forget to survive long enough, safe capital and leave those small cap shitters alone. When something good pops up, you will eventually feel it.

The worst state you would want to find yourself is having no liquidity when we actually start getting better volume and better coins.
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If you are still gambling memes, make sure to join this

As usual will share stronger plays here - but for now we gamble.
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Forwarded from TH Gambles
150k > 6.9m

10m next?
Okay altcoins have been slow and it’s been harder to find interesting high caps which is making this channel inactive

I will resume sharing memecoin plays here/ new stuff here and just leave extremely risky gamble plays to thgambles which is pinned.

As usual take everything as a gamble.
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Aped this

0x785342fb62d6dec40c268920e42e2981aa668fe1

$STURNA - @sturnatech

STURNA is an autonomous private-markets desk: a coordinated SWARM of six AI agents that source, score, construct, risk-check, execute and monitor a portfolio of tokenized private and real-world assets (RWAs) settling on Robinhood Chain and routing through the official Robinhood agentic trading MCP.

Six agents one continuous loop

> scout - ingests the onchain universe and enforces custody

> analyst - scores every asset on a five factor conviction model

> Architect - builds risk adjusted target weights under mandate constraints

> sentinel - independent circuit breaker

> executor - routes minimal turnover orders via Robinhood mcp/ chain dex

> steward - marks the book to market and watches for drift between cycles.

On the 8 baskets / funds: the desk you see on the site is a paper book it starts from a notional $1M and every mark, NAV and order is simulated. STURNA doesn’t take or hold anyone’s money. The agents allocate that simulated book so you can see exactly how the six-agent strategy behaves.

When someone wants to trade for real, they connect their own Robinhood account via the official agentic MCP (OAuth on their own device) self-custody, their funds, nevertheirs. It’s all open source, so you can verify every line.

Decent dev, base og ( usually like projects with teams with prior experience or doxxed at least)

Pons dev and sturna dev spoke from what he tweeted

Pons dev will highlight them as soon as they get more traction

https://x.com/tylerbroqs/status/2079098770759811232?s=46

Also Robinhood recently released an update on Ai agents just right after the launch

https://x.com/robinhoodapp/status/2079195918595764300?s=46

Nfa, dyor


Update: This went to 441k

Huge fumble by the retarded dev, he sold. Block that nigga on x - seems most base devs are broke.

Roundtripped this.

On to the next
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