picked up some $GAI earlier, looking at the chart + momentum it looks like it has a good chance to be the next utility runner on base disclaimer: i also participated in a small private round (same terms as the public sale)

solana traders are still fighting between each other about which launchpad is best meanwhile base has created a new social network, with an equivalent chart that is up only love to see it

sold all of my $SBET previously in the mid $30s still holding the same $ETH position and I've re-entered $SBET (avg price ~$19.0) not rebuying $BTBT because $SBET is simply the winner in terms of treasury stocks $ETH to 4k by august

i like $drb for a narrative play its a coin deployed by by grok (via bankr bot) and grok has been earning fees and also holds some of the supply grok's wallet currently has $670k worth of ETH and DRB token best case scenario i see with this is: > $drb coin rises, grok's wallet is worth > $1m > starts trending all over normie web2 X and all over CT (for eg a week ago etoro CEO mentioned it: > maybe xAI or musk picks it up (unlikely but possible) > either way the publicity should bring DRB higher, and also make grok's wallet worth even more and grok is the #1 most famous AI chatbot currently I see this as a narrative play similar to $GOAT which topped at $1.2b back in november DRB is currently at $14M so should be good R:R, ATH is also at $40M

my bullcase on $ETH and eth treasury companies $SBET and $BTBT: bitcoin has solidified itself as the most favorable cryptocurrency and the face of this industry, due to obvious reasons. the most prominent beta for a while was $ETH but due to it's lacking performance, people have considered coins such as $SOL or even $XRP as better betas to bitcoin i believe the ETH treasury companies, as well as the stablecoin narrative will solidify ETHs position as the main beta to BTC. SOL treasury companies have no traction and 0 mainstream coverage, and there arent any other prominent altcoins that have this same narrative ETH is also the main coin to bet to get exposure to the stablecoin industry, one of the few actual usecases that have come out of crypto my two main bets on the ETH treasury narrative are $SBET and $BTBT. $SBET has the most favorable NAV ratio compared to the other treasury companies, has the largest ethereum treasury and has the ethereum cofounder as CEO $BTBT is like an underdog play, the CEO is not as known as the CEO of $SBET or $BMNR for example but it's an actual business not just an eth treasury holding company which I think gives it a good edge compared to the others this is all well and good, but we need to see the price following the narrative. $ETH reclaiming 3k is what I think will solidify this narrative going to be focusing alot of my attention on the eth treasury companies as I think they have better R:R than most altcoins ATM disclaimer: i am primarily a crypto trader, and not equity trader so my thoughts on equities could definitely be very wrong.

i like $drb for a narrative play its a coin deployed by by grok (via bankr bot) and grok has been earning fees and also holds some of the supply grok's wallet currently has $670k worth of ETH and DRB token best case scenario i see with this is: > $drb coin rises, grok's wallet is worth > $1m > starts trending all over normie web2 X and all over CT (for eg a week ago etoro CEO mentioned it: > maybe xAI or musk picks it up (unlikely but possible) > either way the publicity should bring DRB higher, and also make grok's wallet worth even more and grok is the #1 most famous AI chatbot currently I see this as a narrative play similar to $GOAT which topped at $1.2b back in november DRB is currently at $14M so should be good R:R, ATH is also at $40M