Adri_crypto

Playing a high conviction that this becomes the pumpfun of perpetuals. Might work, might not.

Chainlink is quietly one of the most disconnected charts in crypto right now. $LINK's oracle network has processed $27T+ in Total Value Enabled tripling in just 2 years. It's the data backbone almost every serious DeFi and RWA protocol relies on. Yet the price? Still compressed. If Web3 tokenization adoption reaccelerates, LINK sits right at the center of that demand infrastructure that gets used more than it gets priced.

near:native still isn’t priced as infrastructure. That’s the gap. Intents already settled tens of billions across chains. Confidential routes, AI agents, and self-scaling are live not a whitepaper. Most of the market still treats it like another L1. The product is doing the work. Recognition is late.

$AAVE is still priced like a mid cycle DeFi token while the protocol is becoming infrastructure. Largest lending market in crypto. V4 + Horizon is opening RWA and institutional credit. GHO and protocol revenue keep compounding. Buybacks and tokenomics increasingly route that cash flow to holders. Market cap around $2B for the rails institutions actually use is the mispricing.

base:0xb20000000000000000000029440a9564b59129b1 $2M circulating Could be worth millions Could stay a leak Doesn’t matter We’re all plumbers here

avalanche-2:native = NYSE / ICE ethereum:0x514910771af9ca656af840dff83e8264ecf986ca = SWIFT / DTCC ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 = tokenized Treasuries

This isn’t a pitch deck. Aave already lets institutions borrow stables against tokenized T-bills and funds. Horizon is live. Custody + V4 is the next step. The question isn’t can TradFi use Aave ? It’s whether that flow scales from hundreds of millions to real treasury size and whether ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 captures it.

NEAR 2026: sharding in prod, sub-second-ish finality, readable accounts, Intents routing size across 30+ chains, agents that can sign off-chain. Cardano 2021: $95B market cap, smart contracts not even live yet. Polkadot 2021: $50B on parachain lore.That print was liquidity and narrative, not usage. Don’t confuse the two.If L1 + AI + abstraction gets a bid again, near:native is the first of that cohort that actually looks like the product. Last-cycle comps on 1.31B supply sit near $40–$73. Treat that as history, not a forecast.

Nate launched two personal plays. $AI already ripped past $350M . $SPACEHOOD is still under $5M Same founder. Same LONG launchpad. Different altitude. The hood stays on @spacehoodx Might just be a matter of time before this one leaves the pad.

ONDO is two different things. The product already won tokenized stocks. Volume, listings, SEC TSV relief. That part is real. The token still captures $0 of those fees. Fee switch is written, not on. Next hard date is Jan 18 2027: 1.7B ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 unlocks (~35% of float). Same cliff style that preceded a long grind after 2025. What can happen next: – Q4: more TSV / Oasis / distribution news. Helps the company. Token only if CT prices a switch that isn’t live. – If you get a December early January spike with no vote: that’s the exit, not the thesis. – Real reprice is switch on-chain after the unlock, not a keynote before it. Where it can go: – Switch stays off through the cliff: $0.20s – $0.30s is the gravity, not a crash prophecy. – Switch + buyback after Jan 27: then the token can start tracking the business. That’s a $1–2 conversation over a cycle, not a 10x from a tweet. – $5+ needs the token to become gas/stake on Ondo Chain and fees routed. That’s not priced because it isn’t shipped. Until the vote prints, ONDO is governance sitting under a real RWA business. NFA

$NEAR is under explained. Real Intents volume, confidential TVL and fee buybacks are already here, but the market still prices it like “just another L1.” If usage keeps compounding, top 10 isn’t a meme. It’s a recognition lag.

Arc is bank rails for USDC, not a trench chain Meme . FOMO starts today. It burns off in weeks.

Future multi billion meme is $PLUMBER on Base.

Stock pairs aren’t topped. They’re just no longer exclusive. A crypto meta usually tops when: 1. everyone is doing it 2. the winners stop growing 3. attention rotates out We’re in (1). Not (3). @Pumpfun copying @longdotxyz custom pairs is confirmation, not a funeral. First-mover edge is gone. Category expansion just started. What can still grow: • distribution off CT. If Robinhood users / stock traders show up, TAM is not Base meme flow • more tickers with their own lore. Not just $AI / $NVDA. AMC, HIMS, SPCX, GME already print their own volume • mechanics after the dump: vaults, fees back into LP, locks, indexes. If compounding survives the first crash, these stop being 2-week coins • TradFi noticing. AMC going after Robinhood tokens means the product crossed a threshold. Legal heat = attention + friction Phase 1 (Jul–Aug): discovery. Done.
Phase 2 (now): imitation + competition.
Phase 3: either this becomes a persistent way to price attention around real tickers, or it dies as an 8–10 week meta. The easy 50–100x on the first names is probably behind us. 
The concept is not.

LONG

$PURR is the Hyperliquid mascot. The first memecoin paired with $HYPE. @Hypurr

Big month on @base . September looks bigger. August shipped 25 real products: -tokenized stocks - local stables -agent payments -unsecured credit. Next: Cobalt native AA, better B20, less friction for users and agents. Watch $AERO $VIRTUAL $MORPHO base:0xb200000000000000000000046390aed221043f01 @BasejuiceOnBase $PLUMBER @PlumberOnBase Liquidity, agents, lending, and the Base memes sitting closest to the flow.

$SPACEHOOD still sitting on $1.2M in unclaimed fees on @longdotxyz Is the plan the same claim / Community Mode as $AI and $MOO, or do these fees just sit there?@Natan_benish

Solana = memes Base = agents Robinhood Chain = MemeFi