kioto's research

riding my bag for a little longer but took some profit already. Feel like if bnb wants to take part in this meta its with tcc and if cz continues to post about it Ill blast hard again ansem didnt go to 300m from one interaction. It went to 300m because he repeatedly tweeted about it, airdropped supply and made it his whole personality.

$TCC is a blast imo cz doesnt want to endorse a coin himself thats why he responded to this one but he wants to take part in the current meta to get bnb hot again could go wrong every second but taking a chance here

https://x.com/0xkioto/status/2073354584836190677 this is an important milestone for me and this was one of the goals I had when going in 2026. Reached it halfway through the year. Hopefully we catch a lot of coins together here. Grateful for every single one with me on this journey

https://x.com/0xkioto/status/2072679135344816635 pointed out why I think a pumpfun airdrop wouldn't bring back 2024 days as some people say. If you think you know a solution for this problem leave a comment I'll let you know my thoughts. also still holding cashcat. Good play 5x from yesterday. I hope some of you took it

bridge is live

btw if someone in here has robinhood eth and wants to otc me some dm me paying premium ofc @kiotoxc

Sharing a very early play here. Robinhood is officially launching their chain today at 2PM EDT (most likely) You can already trade on it through some obstacles. The main "runner" (cashcat) currently sits at 2M marketcap. Once a new chain launches there is almost always a runner that does multi 8 figure marketcap within the first days. Now an exchange bigger than coinbase with almost 28m customers is launching their own chain. Their focus is on RWA & tokenized equities but there are meme coins as well. Currently the bridge is closed meaning no external capital can enter the ecosystem. There are only 2k wallets that have robinhood eth in their account. In order to bridge you need to wait for https://some-forest.shillbridge.xyz/ to add new liquidity. After you successfully got robinhood ETH you can trade on based bot (https://t.me/based_eth_bot?start=r_kiotoxc) You are very early here and its hard to get in which is part of the reason this sits at 2M. 0x020bfC650A365f8BB26819deAAbF3E21291018b4 https://x.com/0xkioto/status/2072308189920370781

https://x.com/0xkioto/status/2071906478831607849 I know I bullposted $ansem and I still think its a valid buy to go to 200-300m but all the other creator coins that launched in reaction to it are just pure grift and negative for the industry. We should support businesses like Collector Crypt, Pod and all the other valid companies that do something good for the space. TJR and all the other gurus won't come back if they get not attention. Thats the goal

already up 30% from my tweet 10 minutes ago lol. This is actually a playbook momentum play

https://x.com/0xkioto/status/2071160902565457982 topblasted $ansem big. This guy has been the main character for years and arguably the second most influential person to launch a coin and its at 19m circ

made a little comparison for ether fi & plasma one If you are bullish stablecoins you should own XPL

Sold most of my geod bag It doesn’t really do anything despite coinbase roadmap listing. I have some left for the July 1st halving but I sold some of it here. They haven’t fixed liquidity in 4d of people asking. This is very much needed for a proper run

https://x.com/0xkioto/status/2065504614280003646 ask me questions about it on my tweet

entered $GEOD -dePIN project working on RTK stuff -has enterprise partnerships with the biggest robotics, agriculture and drone companies (DJI, John Deere, tom tom) -21000 active stations across 195 countries -approx 9m arr -80% going to buybacks -monthly inflation still about $2.5m (halving of rewards on July 1st so thats the catalyst) -revenue comes from outside of crypto -no equity and tokens is main priority not a short term play

I honestly think $XPL is an asymmetric bet here. Writing some thoughts down here Maybe the token is almost "useless" atm but lets be honest 99% of tokens are useless. Rumors are the team will start some value accrual very soon other than the staking for platinum card This announcement wasnt frontran like crazy which just shows that they are legit about the token and are starting to do everything legitimately There is also no equity structure at all so they are incentivized to get a value accrual mechanism to make the token attractive. plasma one's ui/ux is top notch and its by far my favorite neobank to use in conclusion this is a bet on the team executing and plasma one becoming the top neobank in the space https://x.com/0xkioto/status/2065194468274299041

https://x.com/0xkioto/status/2064712288460837060 honestly the worst thing you can do is follow the crowd that changes their opinion every few days. Take a look at everything very objectively without listening to the broader opinion of ct. also im very bored. Tell me what I should buy @kiotoxc. If I like anything a lot I'll maybe write about it but nothing interesting on my radar rn

https://x.com/0xkioto/status/2061845346569887752 Idk if you agree with me on this thought as its probably kinda controversial but I noticed this when looking at a few of my own bags and the things people shill on the timeline. From an objective standpoint many of these look like they are priced correctly and it is much harder to find mispriced assets lately

I'm comfortable with holding all of these for multiple years as I believe in the founders and their vision. Feel free to send me questions about any of them / shill me your picks @kiotoxc $HYPE Hyperliquid has the best on-chain business model in crypto. Perp DEX fees flow directly into systematic buybacks through the assistance fund, roughly $10-15M per week. The protocol is expanding beyond perps into RWAs (now 30%+ of volume), prediction markets via HIP-4, and a full EVM layer. No VC overhang. ETF already live with real inflows. Up 186% YTD while most of the market went sideways. Volume drives buybacks, buybacks tighten float, tighter float attracts more volume. The flywheel is self-reinforcing. $200+ is CT consensus at this point. $CARDS https://x.com/0xkioto/status/2046925830794727734 $CRCL USDC is at $76B circulation and is already the settlement layer for the agentic economy: 98.6% of AI agent payment volume runs through it. Circle's new Arc L1 directs 25% of gas fees and 25% of ARC token supply to CRCL shareholders, giving you L1 upside without touching the token directly. Regulatory tailwinds are building on multiple fronts: the CLARITY Act, MiCA, Visa and ICE backing. Market cap sits around $28B. The path to $100B requires stablecoins eating a real slice of global payments. That's already happening. $HOOD Crypto is 13% of revenue. The bull case is everything else. Prediction markets through Rothera are launching June/July with revenue already approaching $70M per quarter. Crypto perps legalization could bring $86T in offshore volume onshore, directly through Robinhood's rails. The PDT rule elimination in June 2026 benefits exactly the retail base Robinhood built its reputation on. Add tokenization infrastructure, Robinhood Chain, and Trump Accounts as a government-backed retail funnel. The company now has 11+ business lines above $100M ARR with several still in early launch phase. $LIT Lighter is the cleanest HYPE beta play on the board. ZK-rollup perp DEX with genuine PMF, real buybacks, and traders who cite speed and fees as the reason they stay. Currently trades at roughly 1/50th of HYPE's market cap. On-chain perps is the strongest revenue vertical in crypto and the market supports multiple winners simultaneously. Binance didn't kill Bybit or OKX. If HYPE reaches a $50-100B market cap, LIT at multi-billion is a natural consequence, not a stretch. Buyback mechanics are already looping protocol revenue into the token. Telegram wallet integration increases TAM meaningfully. Read this for a deeper understanding: https://x.com/trevor_flipper/status/2057104733362331715 $POD https://x.com/0xkioto/status/2053090184011346257 $KNTQ https://x.com/0xkioto/status/2042640241203290156 Pluralis & Pearl https://x.com/optimist/status/2054594837114937451 https://x.com/kelxyz_/status/2057865155845796069

https://x.com/0xkioto/status/2061107666181566592 as I said my thesis behind every single one of these will be posted here when I finished putting it into words