kioto's research

I took a starter position in cashcat here again. I was fully in and out like 4 times now fumbling multiple millions but here we are again. This is a really longterm position and I will be adding to this for a long time. Same thing with Pons. I'm taking a big bet on the rh ecosystem. I will do a proper write up on both but for now you can read this for pons https://x.com/ArtofConviction/status/2088219768402624615 and for cashcat its a bet on the whole eco and cashcat staying the leader

It genuinely amazes me how retarded these chain leaders are. CZ burns a 60k marketcap coin by accident and apologizes for it Cobie follows a cat token and rapes it by following more tokens Toly shills a multiwallet vamp tech. All these guys know what their interaction is worth and what it does to coins and still decide to be the biggest idiots known to mankind. The only promising founder I see here is vlad that did everything right. Follow -> soft shill -> some hints -> listing. If I would bet on a chain its robinhood

https://x.com/0xkioto/status/2089046294056829096 I'm not dick riding fomo but the app is genuinely the best thing that happened to onchain trading. These bundlers are just failing to adapt so they complain. Also $Net new ath today even tho rh eco is slowing down is a great sign. Also Cards at 50m again. Live is good

also $Net is setting nice new highs. It looks very cool and yesterday the dev revealed his past projects that is very bullish. I think we are going to 10m very soon

https://x.com/0xkioto/status/2088631573302133094 wrote a tweet about my biggest conviction in crypto. I really think you should do everything to get exposed to the best tcg projects

I'm trying to enable comments so all of you can ask your questions directly in the group. Send a message here if its working now pls

Also I realized that I often just share my tweets in here and I want to do more with this channel. I thought about maybe doing videos explaining narratives I write about. I know a lot of people are too lazy to read so this might be a nice idea. If you have any other ideas / suggestions lmk @kiotoxc

https://x.com/0xkioto/status/2088276627285270615 even tho we trade sideways here the comparison to reserve only looks better and the apy grows as well. I know ponzi sounds like no innovation but trust me $NET is more innovative than you think.

https://x.com/0xkioto/status/2087943046591615354 a long way to go. This will be a slow cook but even if it slow cooks we will earn money on APY. also getting the mcap updated on fomo as we speak. Did the same with pod back in the day. Get to bagworking guys. We will send this to multimillions very soon. Also if you hold some just go stake it already. There is no downside to it

Good Morning This will probably take some time to play out. This sideways PA still increases the yield as buys and sells grow the reserve. Everytime onchain heats up or a new chain pops up there is a ponzi that does numbers. Robinhood is the most promising chain we have and we are missing a Ponzi. Gonna do more bagworking today and shill it to a lot more people

https://x.com/0xkioto/status/2087224214847640009 Back from vacation and instantly a new play. read through that carefully. I really believe this is one of the most unique ponzis Ive seen and rh didnt have a ponzi runner yet so here we go. as you know for concerns or questions always lmk @kiotoxc would really appreciate some engagement to spread the thesis lets win

https://x.com/0xkioto/status/2086780420721438915 shill me your bags here. I want to catch up with the market and dd some coins.

btw can only recommend to travel to switzerland and the italian dolomites. just beautiful

yo guys Im back home. Will give my best to make all of you money. Onchain is heating up so lets all lock in

https://x.com/0xkioto/status/2084229387189158142 currently traveling but expect some new plays in a week until then good luck in the market guys

honestly this is primed for 80-100m imo depending on the catalysts

https://x.com/0xkioto/status/2082814089617649698 detailed thesis here

Hey guys I enjoyed my vacation last few days after the $AI play. I'm now back home for a few days and entered a new play. A lot of people in so this is no underdog but I entered Marscoin. Don’t underestimate what cz will do to gain momentum for his chain. Its a good narrative linked with a RWA. Read my brother chins tweet https://x.com/2442lll/status/2082797836488573129 Will send a more detailed thesis soon on here and on twitter but this seems like a late early play here.

https://x.com/0xkioto/status/2080307974149415106 bnkr was an iq test. If you are still in you survived and now we go to 50m