kioto's research

Wrote an article about my outlook on the future of crypto. Not short term but a long term outlook on the next decade and what crypto is ultimately useful for give it a read https://x.com/0xkioto/status/2059962394122600887

https://x.com/0xkioto/status/2058476899270004918 summarized some of my thoughts about the coins on base. I honestly don't see another thing even remotely as interesting as base AI coins

sold my openhuman this doesn't sound bullish at all still decent profit but roundtripped a lot...

just wanted to update all of you on my current bags onchain: $pod -still the best AI x Crypto project you will find -base cooling down and so does pod but I have conviction and still hold a lot $openhuman -#1 github repo -dev said he wants to integrate token in the product -if users are growing and mindshare on tech twitter increases this will go parabolic $cards -thesis hasn't changed. Solid Project. Good fundamentals. Collectibles super szn perps / spot $kntq -best and only hype beta -#3 hip-3 deployer -$1T TVL (biggest in hl eco) -incredibly undervalued $jto -quarterly call was good -solid fundaments -undervalued -jtxtrade will be a success. Team is goated and can do great things

been dca'ing $KNTQ here again fumbled my first trade on it but I'm back in https://x.com/0xkioto/status/2042640241203290156 good article on why I entered with hype pa I think kinetiq is lacking behind

Just wanted to share my opinion on $TSG (I'm not in tho) I think its very healthy for the base ecosystem to have a meme runner with such a strong chart. There is demand for tokens outside of tech & ai tokens. You have to remember US is still asleep. EU has pushed this narrative from 0 to 7m in 3h. Good signs of persistence of the base szn imo The chart is incredibly strong. People are starving for a 0 to hero runner on base. This might be it. For me it just shows people want base to stay. The thesis many people have for this trade is that base will keep pushing this narrative to attract solana degens to base. Ofc this can be the case but this shouldn't be your main bet. The main bet should be base ecosystem growing, mindshare for this meme growing and this becoming the main meme for this tech base season. You can compare it to "base is for everyone" last cycle that ran to 22m. This kinda gives us a ceiling and if this gets broken base eco will go much higher I'm not in but still grateful it happened. We will see a lot more runners on base soon. gl

https://x.com/blknoiz06/status/2056057040313708705 and there it is had to take some p on my fomo wallet and will probably take some on my private when im home too. Still really convicted but an ansem shill is always a sign to take profit imo

happy pod ath guys this is one of my best plays. If any of you caught it here at 1-2m good fucking job holding. Grateful for every opportunity this market gives us. I believe we will go a lot higher. Base season is just getting started baby

want to hear some opinions on risk management How are you managing your entry, exits, sizing etc? I hit more trades than I lose so I'm fine but sometimes I see myself emotionally blasting coins with no set sizing / dcaing down randomly Are any of you quantifying these factors? https://x.com/0xkioto/status/2055942383288647803

no demand for peptide tokens it seems. Thought we would be able to send an official bio protocol token above 1.2m marketcap. Seems like we can't. Took the L gg

0x54f16bd3996169914c84dbb2a16635100cf48a0a peptai 5% circ we sent dogshit peptide coins that had past interaction with bio protocol to multi millions now we have a project launched by them. linear unlocks so that doesnt matter. 1.2m mcap lol. Only 500 holders. Wait till people wake up and this will 2-3x from here imo

There isn’t a lot happening. I co-wrote an article with the optimist boys on Pearl. Go read through it if you haven’t. https://x.com/optimist/status/2054594837114937451 I'm also still super confident on POD. It will eventually sit at 100m and everyone will ask themselves why they faded it here. So much is about to happen.

The pod announcement was incredibly bullish. „We do not have any shareholder-based external equity structure & never will“. +100% buybacks This sits at 12m marketcap please do youself a favor and do research on it

Some more thoughts on goblin We have seen asteroid run to 60m from the elon tweet and then grind up to 200m Goblin is the same thing. Sama announcing something and it goes to 15m. Now it should slowly grind up to 20m and hold that. If we get there the cursed pa will be forgotten and it will grind up. We now finally have an insane catalyst to gamble on. The speculation alone should send us to ~50m imo. If confirmed much higher Also for pod I'm incredibly convinced pod will do multiple x from here. 10m for this business is way too low. Just read the article. I have heard a lot of rumors about future endeavors and let me tell you. Just get a bag

https://x.com/sama/status/2053572868936761350 called goblin here earlier. Genuinely believe goblin will follow the asteroid playbook. We are waiting on a big catalyst which gives people reason to gamble. 50m soon imo pod x goblin barbell

if any of you have recommendations on what I should do here let me know @kiotoxc

how do I grow this channel here? way nicer to just talk about my thoughts here than on twitter

closed my ton long here keeping spot exposure https://x.com/0xkioto/status/2052345271405736132

here is what I'm interested in now that onchain is heating up $zec - privacy high cap (1 ZEC = 7 BTC) $umbra - privacy and goated team $octra - privacy and goated team $nock - privacy play with a lot of smart money accumulating (need to research more about it) $ton - announcement is bigger than people think. If ton onchain heats up ton will follow ($ston - leveraged ton bet (nr 1 dex by far)) $cards - thesis on my twitter you already know why $goblin - chatgpt "mascot". Compare it to asteroid in some way. Good meme exposure too shill me whatever you are in I want more exposure