gm! i don’t usually post assets like this but i want to make a bullish call on these assets in no particular order, also NFA!

Worldcoin — Extremely undervalued considering how aligned it is with OpenAI and its likelihood of getting integrated in their products 

CRCL — at $50B mcap, we’re very early considering trillions in global money market yet to be ported over to stablecoin rails 

Morpho — for their fast adaptation to multiple chains, aggregating liquidity at multiple nodes will be extremely beneficial in fully abstracted cross chain envs / @paulframbot 

Moonwell — similar functionality, one of the fews consistently upgrading both tech and distribution

would be careful with CRCL after its epic run from $39 at IPO to ~$300. current valuation within spitting distance of COIN is outlandish given CB gets ~half circle’s revenue. either that or COIN is wildly undervalued.

suspect we’ll see CRCL in the double digits sometime in 2026. until then, let’s hope markets continue to be irrational.

writing about products & protocols on Farcaster | prev. Juicebox, Nouns, RAW DAO | casting about coffee, hi-fi, and other rabbit holes