kioto's research

EQCQUbMUqcm6NYr6QdfIl3R3SE28wUpoX51Za604x9BSbA6y -$plushpepe only shilling it here since we aren't a lot of people yet. This is the only ton meme I am positioned in. If we see a long lasting ton season this will be one of the plays to take imo. Plush pepes are the most valuable collectible on the ton ecosystem (after usernames & anon numbers) The rarest of these plush pepes are selling for around $20k. They are a flex in the telegram community and have been a piece of telegram culture. The liquidity is very thin which means you should be extremely careful with it This is a degen play. If ton cools down or pavel says something bearish on the interview tonight I will cut this.

I think some people don't realize the opportunity here Telegram has been the messaging app for all sorts of business deals for years There are A LOT of rich people in the telegram community which you can see when usernames are selling for as much as 7 figures nowadays These people have the risk appetite of buying a username worth more than a house and you think they wouldn't buy memecoins through the app they use all day There is the opportunity to onboard millions of capital to memecoins We are still early https://x.com/0xkioto/status/2051603800574529868

Ansem retweeted my post and Kioto's article about $CARDS

0xed664536023d8e4b1640c394777d34abaff1df8f Sharing this here. Will research more later but surface level information are here: -they worked on models with venice, tao and some other projects -got shoutouts from big ai/tech twitter account -dev is followed by a lot of big tech guys -venice posts them like once a month for a partnership -project followed by pmarca and mentioned by vitalik -a lot of downloads on huggingface actual mcap is 3m

took 3 months to play out but you heard it here first

https://x.com/0xkioto/status/2042909260158325057 on my article arc lol but honestly this article describes why memecoins will never recover as we know it

https://x.com/0xkioto/status/2042640241203290156 dont fade

took my first positions today gl

https://x.com/0xkioto/status/2035744600422285534 like my tweet about it if you agree with me

I've been busy researching AI and integrating it into my own business so haven’t been as active but I wanted to share my opinion on things and what to accumulate during the bear. Excuse the lack of structure here. I just wrote down my thoughts We are undoubtedly in a bear. There are less than 3k users on axiom. It’s -EV to stare at memescope at all. Most people will give it all back to the market in times like this. I have refused to pivot to AI for a long time. I was the bird in the cage and didn’t want to be clueless again but there is literally so much happening daily. I fell deep down the rabbithole. Whole sectors are getting destroyed by anthropic. There are endless possibilities with AI . You want to be the one involved in it. There is one crossover of AI and crypto I see which is agentic payments. Will invest heavy when something innovative appears. Other than that I think the narratives to accumulate during this bear will be Privacy -Bitcoin was supposed to be this private niche network for people that want to be anonymous. We have completely lost the plot. It has become a risky investment with 0 use cases. The narrative always was that it is the digital gold and everyone should pivot to bitcoin when times get rough. Now times are getting rough and we see that gold & silver are reclaiming it's spot. So what is the current narrative behind bitcoin? I think ZEC can take a marketshare as the private bitcoin with an actual use case other than investing. Since I've talked about innovation before It’s needed to mention Umbra here. They are building a private wallet by using arcium infra to let people anonymously transact on the solana blockchain. It’s more than just a wallet but go read @optimist article for a deeper understanding. RWA tokenization -marketshare of HIP-3 assets on HL is constantly growing and is about to dethrone crypto. I recently tested felix's spot equities. There is little to no slippage even on large orders. HL is the place for degenerate millennials / gen y & z kids to hypergamble their money to upper class. Tokenization allows them to do that gambling without regulations and it lets them think they have an edge in what they are doing. Same things goes for crypto perps. Bet on the hypergamblification. Bet on Hyperliquid AI infra -We are early for this and there isn’t really anything I'm directly invested in but I can see TAO & subnets gaining a lot of marketshare in this sector. Same goes for Near & Venice. I'm observing developments and updates and see if anything becomes interesting. Also be on the hunt for new AI infra plays. Lastly I'm certain that there will be something new that fuels our next bull run. Your only task in this bear is to look for this thing and catch it early. This is the best chance you have at making it next cycle. Stay liquid TL;DR: privacy - $ZEC, $Umbra RWA - $Hype AI infra - maybe $TAO & subnets, $Near, $VVV and be on the hunt for the narrative of next bull run

I need a cheap worker for an annoying task. lmk if you need some quick cash and don't mind talking to idiots

I think memecoins are cooked, base ai agent arent the future. They wont attract any retail buyers which we desperately need. Same capital is rotating between participants thats it. Soon everyone will be burned out. We will get a new narrative that will be THE narrative of the next bull market and it will be something completely new. PA wise I think we will go to low 50s and 50 will be bottom just because its a big psychological level (if we don’t hold 50 we are cooked). Also I'm just farming equity perps like tradexyz & flx and just keeping an eye on new things

just some thoughts of me not a ta quant or something but this is my playbook

Im not a TA Quant but from what im hearing we will range here for a while now. The only thing I really invest time and money in rn is farming equity perps. Im slowly dcaing $kntq and farming trade.xyz. Gonna write a longer article about it but I think its the best r/r rn

https://www.theblock.co/post/387564/arcium-launches-privacy-preserving-mainnet-alpha-on-solana-as-umbra-debuts-shielded-finance-layer buy umbra and chill is the best thing you can do in this market

"Sorry guys the lp is a bit nervous" ~ $trove "I'm just derisking my position here" ~ $ralph "we're in for life" -> "we don’t endorse it" ~ $redwoodjs "thanks for the money. I'm going to focus on developing" ~ $gas all within one week Best advertisement for ownership coins

All the bags meta leaders ( $ralph / $gas ) are getting rugged. As I said in my article a few days ago the meta isn’t sustainable and was destined to end like this. Now pivot to buying ownership coins and legit companies with actual revenue. It's that easy $Umbra $Cards & MetaDAO

I've been stacking $CARDS at these lows. It feels like one of the most mispriced projects in crypto right now. Here's why: Gambling is everywhere, just rebranded: Polymarket, DraftKings, perps. Strip the stigma, add narrative, and people flood in. TCGs + gacha pack openings are the next step. Dopamine from childhood nostalgia, no guilt. Key difference to gambling is that you keep a real asset that can actually appreciate. The mainstream surge is obvious: - Pokémon is in its biggest moment since the 90s. Logan Paul's Pikachu Illustrator auction is already over $5.9M (with weeks left). Prismatic Evolutions chase cards like Umbreon ex are holding $800–$1,000+. Sealed boxes flip 2–3x retail instantly. - LEGO x Pokémon collab announced last week: $650 Venusaur/Charizard/Blastoise set launches Feb 27 for the 30 year anniversary—pre-orders sold out immediately. - One Piece TCG outsold YuGiOh in late 2025, now #4 globally 2026 is barely three weeks old and we've already seen multiple armed Pokémon card robberies ($300k LA gunpoint, $100k Burbank). That's not coincidence. It's proof cards are a legit store of value asset. Physical cards suck for: authenticity, storage, liquidity, safety. Collector Crypt fixes it. Tokenized graded Pokémon cards as redeemable NFTs on Solana, instant buybacks at 85–90% market value. Stats: $150M+ YTD volume, 90%+ crypto-TCG dominance, 3,000+ wallets spent $49M+ (avg $16.5k/user). Gacha revenue hit ATHs recently, ~$35M annualized run-rate. Token at ~$13–14M mcap. Global TCG market: $15B+ and growing. Crypto has barely touched it. Surely an asymmetric bet to take here NFA (shoutout to the tcg quants @defidami read his thread / @0xkyle_ / @0xCryptoSam)

I think we will see attention shift towards tcg soon. Its gaining mainstream popularity due to logan pauls auction. CT is slowly catching up as well. Im in $Cards as an infra play for this. Might enter $Kabuto as well on a dip.