I would like to share my last portfolio. It's name is "Last Penny Bag" Hope, we are gonna make it (this time 🫠 ) This is how i seperated between cool & proven narratives. -Neobank (Avici), -AI backed e-commerce (Dupe) -Robotics (Codec, Robot-low curve play-) -Prediction Markets (Seda, Polyfactual, Predi) -ICM (Nemesis) -Farcaster & Base (Clanker & FACY) Some also fit well for multi-category however, it's mainly planned like above.
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The Canton Network thesis is starting to validate itself. @CantonNetwork leading gains this week isn’t random. Institutional adoption, rumored Nasdaq involvement, 600+ major partners, and ~$400B in RWA TVL point to one thing: institutions are actually moving onchain. If this continues, $CC at current valuations feels mispriced. $SEND is one of the most asymmetric ways to express this thesis. It’s a privacy-first payments layer on Canton and a top-tier network validator. Beyond payments and @CantonWallet integration, they’re developing a private stablecoin directly backed by the Canton Foundation. Key facts: • ~$5M in validator rewards generated • Top-5 validator, liquid exposure to a ~$5B ecosystem • ~$15M diversified treasury • Direct exposure to privacy × stablecoins • Almost no CT attention, sub $10M circulating cap This is how early setups usually look.
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$prxvt
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