Route 2 Fi

$SUI sending nicely today. Up another 18% today. Raoul Pal said that $SUI was his highest-conviction bet for AI agents, which is interesting. So when I heard that I had to dive more into this. And the $SUI AI thesis is not about launching another AI token. It is about becoming the settlement layer for agents that can eg. hold limited permissions, move stablecoins around, manage positions in DeFi, and pay for services autonomously. Other than that, the yearly SUI Basecamp event is coming up on October 7-8, and I expect to hear some bullish news coming out of it. I am long.

We are in a bull market. Basically, all the good altcoins have had a pump over the last month. Glad to see that tokens with revenue or a "purpose" are all doing well. In many ways, it feels similar to the run at the end of 2023. We saw a lot of rotations back then, and I see similar stuff now. But maybe the simplest thing you can do is to actually just hold the quality assets that you like for the full cycle? Many tokens I am bullish on as described in the pinned tweet, however $TAO still feels undervalued compared to the others. So I think it makes sense to rotate into that one. NFA & DYOR ofc. Follow my profile on @phantom to see trades in real-time, and sign up to get 10% off on 3 months' trading fees with my code: https://t.co/UZRzdjb0xL

IMO, Compute Finance is one of the more interesting ideas coming out of 0G rn. Infinite AI turns locked $0G into a scarce asset with compute credits attached, rather than relying solely on emissions. Versus $VVV-backed DIEM, iAI launches with 9,270 total supply versus 40,000 DIEM, with $0G as the locked collateral asset. The unlock delay also gives the refreshed $0G model a cleaner setup, tbh. The real question is whether demand for compute can become a more durable driver than pure token incentives.

DeepBook is now live on Sui, and it is a product stack that is actually worth paying attention to. Spot gives traders direct access to the shared order book behind more than $20B in volume, while funds remain self-custodied until an order executes. Predict lets traders take a view on a specific BTC price level or range across timeframes as short as one minute. What stands out to me is that it brings better execution and more precise market expression into one self-custodial app, without forcing traders to move capital across multiple venues. The combination of shared liquidity, onchain settlement, and flexible BTC markets makes this a notable launch for @DeepbookonSui IMO. Try it for yourself here with my ref link: https://t.co/vjjM0ua47U

Real. I remember back in 2023 if a new project had a Binance listing it was like: "Hell yeah, this will pump hard AF, I'm aping on launch". Today it doesn't matter anymore. Hilarious when they listed Broccoli 714 and Bananas 31 back in 25' too. Their reputation fell off a cliff during this bear market. And Binance not listing $HYPE initially may go down as one of crypto’s great generational fumbles (eventually they listed perps though, but not spot). CZ's stubbornness was the start of their downfall.

Wow, this is massive. 32% of the supply is airdropped at TGE, and 100% of the revenue is used for buybacks. Inspiration from Hyperliquid. This will cook. If I am not mistaken it means that a $3b FDV is approx. $100 per point. https://t.co/hy4YlUVUxR

We're in a bull market, and in fact, I think both scenarios here are quite likely: - $HYPE will hit $120 before Dec 31st - $HYPE will hit $75 before Dec 31st There will be pullbacks, and big price movements in general. With that said, I am absolutely not bearish Hyperliquid. I just think we can get flash dips that are for buying.

Now that we have a dip, it should be pretty comfortable to add to coins that have already proven themselves to be a winner this cycle: $HYPE, $LIT, $ZEC, $PUMP, $NEAR, $TAO. Lately also relative strength in $DRV, $ENA, $VVV, $ZAMA I still also think we will see runs in $CHIP, $MEGA, $MON, and $XPL. Ngl, I feel like there's a lot of interesting stuff going forward.

Nasdaq just made Pyth an official distributor of Nasdaq Basic. Real-time US equity quotes and trades, including official open and close, now flow through the Pyth Data Marketplace. US equities trade on Pyth 24/5, including overnight. Pyth Indices keep running 24/7 when cash markets close. Same Nasdaq product. Same licence. New distribution channel. IMO, this is Pyth becoming the pipe data owners use to reach trading apps and on-chain markets.

Is it safe to invest in crypto? No, nothing is 100% safe. But most people play life on defense mode all their life. They take few to no risks, and live a comfy but not very stimulating life. Ask yourself what you dream about doing in life, and make a plan. You should probably not quit your job today and go all-in on a shitcoin in the hope to get rich quickly. But if you make a long-term plan and work for it daily, there are good odds that you will eventually reach your goals. Ask yourself why the people you look up to on CT made it, and why you haven't yet? You can blame luck, but in the end, there's always a lot of hard work behind most people's success. And if you fail, you can always go back to where you were, and you can tell people that you at least tried to follow your dreams. Which is f*cking admirable IMO. Take that risk.