Musing Mind trading Journal
Kanalga Telegram’da o‘tish
I post my thoughts, research and Mind musings about my trades here. DYOR, NFA. Some are highly degen plays. DM at @Prateek_0x Twitter: https://x.com/Prateek0x_
Ko'proq ko'rsatish5 466
Obunachilar
+724 soatlar
+227 kun
+2430 kun
Postlar arxiv
Btw. Am still on $ASTER long. added more on spot after yesterday dips on the airdrop fud.
Imagine what happens when they do the buyback tweet?
Over $320M in fees/overall income, $2.2 trillion total volume, $1.5B TVL, $367M worth of USDF stablecoin minted.
See you at ATH soon.
https://dune.com/asterdex/aster-overview
Canton raised total $397M. currently trading at $20Billion in OTC. processing $1.5Trillion worth + in monthly repo volume for JPM Coin, Goldman Sachs GS DAP, and HSBC Orion.
$SEND is the only proxy coin to it right now at $20M
$SEND it higher🚀
A coin trading at just $18M market cap- quietly building one of the most ambitious fintech stacks on Base. The closest public proxy to Canton ($20B+), trading at roughly 1/1100th the valuation.
Its flagship app, a privacy-first wallet, serves as the first consumer gateway to the Canton Network - the institutional blockchain powering $50B+ in daily repo volume($1.5 Trillion every month) on Broadridge’s DLR and connected to JPM Coin, Goldman Sachs’ GS DAP, and HSBC Orion. Canton’s privacy-enabled infrastructure already underpins trillions in institutional settlement, yet this remains one of the only liquid consumer proxies into that ecosystem.
The team is building a privacy-first neobank for Web3 - a full consumer payment stack for global, compliant, private money movement.
Despite its small size, the project is backed by Base (via an official Base Builder Grant) and already ships a live product suite - not vaporware.
Why it makes sense
• Neobank momentum: On-chain “banking” experiences are winning attention by unifying onboarding, payments, and rewards in one seamless flow.
• Privacy tailwind: As institutional privacy infrastructure gains traction, consumer gateways into it are positioned to front-run adoption.
• Under the hood, the stack runs a passkey-first UX (no seed phrases), a Base-native backend for low-cost transactions, and direct hooks into Canton’s privacy rails - blending neobank simplicity with institutional-grade confidentiality.
Financial discipline
• $50K in on-chain buybacks (two rounds)
• $100K added liquidity
• $300K in protocol-owned liquidity (POL) on Aerodrome
• $240K in USDC treasury — all public and verifiable on-chain.
Adoption metrics
• 4.86M total HTTP requests (+16%)
• 2.55M API calls (+21%)
• Site visits up +699% MoM, before any major marketing push.
Team credibility
• Doxxed and public — ex-Coinbase, ex-AWS, and senior DevOps from enterprise healthcare.
• Raised $690K across transparent rounds with full financials open to the community — rare accountability at this stage.
In short:
• Real product
• Real volume
• Real buybacks
• Real privacy rails
Summary
A $18M cap Base project is building a privacy-first neobank and is the flagship app which the first and only liquid exposure to the $20B+ Canton Network that powers $1.5T/month in institutional settlements. Backed by Base, run by an ex-Coinbase/AWS team, with real products, buybacks, and fast-growing adoption — a high-upside, undervalued play bridging institutional privacy rails to consumers.
https://x.com/prateek0x_/status/1975159302068277659?s=46
Found something very Interesting on Base.
Notifications on. gonna post on Twitter https://x.com/prateek0x_
Happy $BTC ATH guys🚀
We are now just 1/8th away from a milly.
HIGHER!!
$ASTER cooking
CZ shilling 3 tickers. BNB, ASTER, BTC. Think about it.
https://x.com/cz_binance/status/1974152898851582050
Musing Chad's eating well. 20x on $4 after CZ's post. I wasn't even locked in at that time, but Bitcointorpedo gave conviction so I aped.
Gonna open a couple of spots for those who are locked in 24x7. Tell me in the comments why you should be in.
Some more codes here:
59JHPE5Q2CMEFP5C, 4QKF3WZ3GXB3Q33B, 7743TPN04M1BCKZM, 3970QGPN73G84M1S, 2MMDXSQF1QQVBE7X, F1QNTYZNBJY0XJYF, ET9VST6W6FN5SNZS, ZQB1B9MQ4PW1CGEQ, DDNBW8E21HX5WX7G, 3XTFC5EWKKFEFGVY, JFVMMQWFX3J3JM6B, N7YS1MTQ4ATXB4W3, 3FSM3F29B15FVE2H, K1CT114FWY0PJ607, QP8T4PR9XH6VP0N5, MYEVAW6E2N6N1709, HZKZMX40ZZZ298DK, 0WTAF806NQRCW4N4, 3RZ7ZY65ZWXNSAGX, WYS1SM4QC3A59K9S, 457ET3PT3Y84T84C, KEF67N4489QYEPNX, 3VE4GVRWH69AKN5P, FACEDPQM25GA64FW, 80G7B3DW7H01BY10, 0B44A57MGKZVRTC7, ECTD8F781SSZC1ZF, GPM6XZBDHPNEMWZS, 2RQDMWPZE6DEJA12, VCV0YPBVZRG01P0N, HSJVW472QAQ5V0PM , 22ZDNHFGE6STG4F4Started trading on Pacifica. After meeting with the team at Token2049
Trading on Pacifica & getting points could be good rn, maybe it could become the next lighter/Hyperliquid types in terms of points/airdrop value.
Shared 20 referral codes at the end of the post.
https://app.pacifica.fi?referral=prateek
Here’s my key research notes after meeting the team:
> Team is self-funded like Hyperliquid, no VC raise, and they don’t plan to raise either.
> Founded by the former COO at FTX. Another co-founder invented the first-ever NFT perp platform.
> Key team members from Binance, FTX, Coinbase, NFTperp, Jane Street, Fidelity, and AI pioneers OpenAI, DeepMind, ByteDance, with academic backgrounds from MIT, Stanford University, NUS, etc.
> Affiliates receive fee share incentives of up to 40% from their referee, so you can actually earn a lot of fees as a kickback.
Product
>I kinda liked the product UI/UX.
> Some good innovative stuff there at their Agent page. Live market news feed powered by AI, detailing the possible short/long-term impact on a particular ticker. AI agent chat assistant with a custom strategy set and TA indicators
> Trading Hotkeys- Place trades through keyboard commands for speedier, more responsive placement.
> Only $12B overall volume rn in closed beta, so we are still early, and it's already the biggest Perp Dex on Solana in 24-hour volume and 5th biggest perp dex overall.
Pacifica codes:
7743TPN04M1BCKZM , 3970QGPN73G84M1S , 2MMDXSQF1QQVBE7X , F1QNTYZNBJY0XJYF , ET9VST6W6FN5SNZS , ZQB1B9MQ4PW1CGEQ , DDNBW8E21HX5WX7G , 0VRRW1935AB6AWMS , 3XTFC5EWKKFEFGVY , JFVMMQWFX3J3JM6B , XFHBT40GZG6YTY12 , N7YS1MTQ4ATXB4W3 , 3FSM3F29B15FVE2H , EFKTD3FYQX75MGTV , B7TVXS44DV4D6C4K , FT36VZP5WM8P5J9E , MY4JBCS4GWN1MFS3 , 2AD6RR2JBFYQHPXG , A43JEZ52BCK4WDZG
Let me know in the comments here or on twitter if anyone needs more codes.
https://x.com/Prateek0x_/status/1973784972998693139
Went long on $ASTER here
The total accumulated fees are almost $200M now.
I think they will announce a buyback soon. It can blast hard on buyback news.
Also, been holding my spot bag.
Repost from Pow's Gem Calls
Reminder: If you bought $APX, migrate it over to $ASTER for 1:1 by tomorrow or you will regret it for being too lazy
Unipcs (Bonk guy) bullish on our $ASTER $APEX bags.
$ASTER $APEX barbell
Repost from Unipcs Journal (bonk guy)
i think ASTER is poised to surprise many soon as well
they haven't even announced a lot of catalysts e.g. buybacks, Binance spot, etc
both ASTER and APEX should be winners for the foreseeable future IMO
especially considering how much ASTER is generating in fees of late i.e. it has generated the most fees of any crypto protocol in the last 24 hours, and i think the first time in ages a protocol will flip Tether in fees
i know a lot of users are participating in their campaigns and trying to farm the airdrop, but still...
$APEX back to near ATH. $0.7 to $2.5. 3.5x on unlimited size and detailed & thesis.
They announced a 12M buyback program yesterday
https://x.com/officialapexdex/status/1972294497930506548
Also, got listed on Bybit Alpha.
https://x.com/bybitalpha/status/1972270061571158353
HIGHER!!
Holy shit. Aster just flipped Tether in 24 hour fees (I know it's incentivized)
But $ = $ which can be used for buybacks.
$43B vol insane (I know it's incentivized)
