Called $AVAX bullish on Sep 6, 2024: $AVAX rose 144% in 3 months.
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Researcher/Investor - sharing insights from 200+ convos with founders & builders at https://t.co/c7GxaWoasV | Ex-TradFi
Cite asCryptoQuant has tracked the directional calls on SOL by @0xJeff on X since Jan 2022: not yet scored on SOL (as of Nov 11, 2026).
Other assets covered (13)
5 SOL calls on record, a thin history.
Relative view by default: fewer than 30 SOL calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @0xJeff to submit corrections.
Called $AVAX bullish on Sep 6, 2024: $AVAX rose 144% in 3 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
x402 = one of the most cost effective complementary GTM strat in 2026 What I like about x402 is that it is FREE distribution for projects & startups. Normally, startups leverage MCP to connect with developers in their fav IDEs and APIs to power users (startups & enterprises alike). x402 increase your distribution surface area by letting your agents discover 100+ tools & services that integrated x402. Users get the ability to try out any tools without having to grab an API and buy credits. Startups get better distribution, especially in the age where x402 catalogues (like AgentCash) or L1s (like Base, Solana, Ripple, Polygon, and more) are actively attracting projects with useful tools to integrate x402 and settle on their own chains i.e. If your tools are unique and useful, you practically get free marketing (This is one of the things I shared at our gm AI v2 event)
View original →The Stonk meta kinda reminds me of LST meta but for retail LST — instead of having 32 ETH to stake & lock to earn 2-3% APY, a yield-bearing token is created allowing investors to stay liquid while farming the yields Stonk — instead of holding tokenized stocks (which tend to be high val) or memes (which don't have any utility), stonks act as yield-bearing tokens whose yields are powered by trading volume of said stonks The valuation is low enough for retail to experience large upside (leverage vehicle) while source of yields is tangible enough to attract whales to farm yields (yield vehicle) once stonks val/liq get to a decent size Would be cool to see @pendle_fi enabling PT & YT on stonk markets PT would be betting on volume going down/staying consistent YT betting on volume & speculation going up, literally leverage on leverage PT & YT on @longdotxyz (RHC) and @LaunchOnSF (Solana) remain a whitespace Gonna be interesting to see if Pendle or anyone else capture this gap
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