Musing Mind trading Journal

Aped some $SHDW at $1.2M FDV SHDW is a private execution layer on Solana for retail, institutions, and AI agents—making x402-style automation private by default so intent, behavior, and strategy stay off-chain. Core Capabilities: Private execution • MEV-resistant trading • Quantum-resilient security • Confidential orderflow • Agent-native (x402) • Device-only self-custody. Products live SHDW Swap – private execution for Solana swaps https://shdwapp.com/swap SHDW Wallet – Device-only, zero tracking wallet infra https://chromewebstore.google.com/detail/shdwallet/idclnpnibjecgdkdhpjchalbfdmihhnf SHDW x402 – private execution for AI-to-AI payments https://x.com/shdwapp/status/2008956848238715093 Upcoming products by SHDW: Shadow Markets (private, verifiable prediction markets) • SHDW Screener (see everything, enter quietly) • Mobile wallet (native client with future-safe keys) • API access (programmatic private execution for agents and services). CA:`HCYpdfdDoeMzhhDRCHrqRKn7WyzyBBahR41q3VWysV7z` https://dexscreener.com/solana/8flef8cyorbw8r6uzceckyqnhtwfqd7mv1fuciywysef

Longed some $MET here. It seems quite undervalued given its revenue and revenue 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

$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

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

$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?

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!!

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!🎉

$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

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

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_

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

Been buying the dips on $CODEC The team keeps shipping regardless of market conditions. I think it’s very well positioned for robotics season. QUIC is a modern transport-layer protocol (originally developed by Google, now standardized by the IETF) that runs over UDP. It gives CodecFlow a strong foundation for real-time control and robust, reliable connectivity across different environments. https://x.com/codecopenflow/status/1994222209368510823 https://dexscreener.com/solana/hh4d2z7skbtos2dawzs1xcwsrwybk14knueu1khmzcev

$EDEL bouncing back from yesterday's dips. The market’s been choppy and there’s been some baseless FUD but honestly it only makes me more bullish on Edel. The team has been handling everything professionally. If you’re holding Edel, I’d strongly recommend watching this video. Edel is being built by some serious TradFi guys with deep institutional backgrounds who are here for the long run. https://x.com/edeldotfinance/status/1992615089103687963 At the end of the day, it’s my job to give you the thesis- but it’s your job to build your own conviction. GL degens. https://x.com/prateek0x_/status/1992632007713542447

Been warning you guys about this. Nasdaq is down 4% since my post and BTC has puked another 11% Hard to tell where the bottom is, but I’ve been buying some BTC on spot here. I’ll DCA if it goes lower. Stay safe out there, GL Degens https://x.com/Prateek0x_/status/1991571863550718296

Who's in London? DM

$EDEL above up 3x for us now. LFG. Its doing so well while market is choppy. I think once market recovers , god chance it can become the main PvE runner. They are onboarding some top adviosors https://x.com/edeldotfinance/status/1991440175562732010?s=20 Here's the link to their spaces with Base ireland from yesterday. A lot of alpha there https://x.com/spudnik_base/status/1991069360652194202 https://x.com/Prateek0x_/status/1991469431755547019

Keeta whales loading up on $EDEL What do they know? https://x.com/lookonchain/status/1990957862785372310

$EDEL up 2x on size. Aave for tokenized equities just getting started. Shared it on Twitter with details around $15M Mcap, $30M now and no one's even talking about it yet. https://x.com/Prateek0x_/status/1990928656852549862 Edel Finance has partnered and integrated with multiple billion-dollar projects, including: Ondo, xStocks, Chainlink, CowSwap, Contango, etc. https://dexscreener.com/base/0x566bee7ef7b39f29d150ab3be6b6242c17cc5a31 CA: 0xFb31f85A8367210B2e4Ed2360D2dA9Dc2D2Ccc95

$GHOST is up almost 150% from the bottom. Curling up nicely. They recently partnered up with Houdini Swap- one of the top privacy protocols on Solana https://x.com/houdiniswap/status/1989087483485909399

Nasdaq is down 3.4% since the previous post and BTC has fallen more than 6% in response. Nasdaq is down another 1.5% today in the premarket, so the weekly close will be important to watch. BTC continues to react more sharply to Nasdaq’s downside than to its upside-highlighting a clear sensitivity to equity weakness. As I stated in the last post, there are times to go aggressive and risk-on and there are times to play defense. It’s better to wait for a trend reversal in broader equities rather than trying to catch falling knives. Time to stay sharp, GL Degens https://x.com/Prateek0x_/status/1989308426028298700?s=20