It was truly an honor to be a part of the final chapter for @MessariCrypto. One of the most well respected firms in our industry and a place I wanted to call home for years as a kickstart to my career in crypto. The research team had an incredible lineup of some of the most intelligent individuals crypto has to offer. They were the foundations of crypto research, providing transparency to our nascent industry to a world of institutions that needed to learn what we have to offer. I am sure the next chapter is in good hands with the @Blockworks team and wish them the utmost success in being the transparency layer for top tier projects in crypto. I won’t be part of the transition from Messari to Blockworks, but when one door closes, another one opens. More on that coming soon.

Great day for some links golf ⛳️ Gm

JUST IN: @Blockworks Acquires @MessariCrypto at a Discount

Plasma One is the most hyped neobank launch that is happening this month. What I am curious of is how the @Plasma team incorporates plasma:native into their product. Right now, PlasmaOne uses XPL for cashback, drawing sell pressure to the token. How will they create demand to buy? Two versions I'd love to see: gate the PlasmaOne Platinum tier behind a minimum XPL balance, or charge an annual subscription and route that revenue into programmatic XPL buybacks. Either one ties product cash flow to the token. A neobank backed by Tether can succeed entirely on its own, but if Plasma wants XPL to capture that success, the token can't be a bystander on this launch.

The Daily Degen - Wednesday, June 3rd, 2026 Gachas, Airdrops, Adventures, Alfa, Macro, Videos, New Projects! $ENA, $BTC, $VVV, $COIN, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): - @CryptoRick98 (all-around brypto gigachad) And shout-out to new projects highlighted: @novadotmarkets And please RT/etc to support! Link in next tweet 👇

Bear market? Sure. But tokens are still outperforming BTC. Here is a watchlist of tokens to keep an eye on: - $VVV: Private tokenized inference platform that has strong fundamental growth. Leading the AI narrative. - $ZEC: Private Bitcoin, though the network did stop producing blocks after a recent upgrade this morning. Catching a bid while Bitcoin is in a downward trend. - $NEAR: Capturing privacy and the AI narrative in one trade. Huge opportunity here as a leader in AI growth, alongside NEAR intents that have been powering ZEC onchain flows. - $ONDO: The leading issuer of equity tokenization by TVL is launching its own perps platform that will allow Ondo-tokenized stocks as collateral. - $LIT: Some will call this a beta play for Hyperliquid’s growth, but mainly capturing flows from CFTC approval of perps in the states, and relative cheapness in comparison with HYPE. - $CARDS: A proxy for TCG growth, since the token still lacks a value accrual mechanism. Collectibles are one of the hottest onchain narratives alongside perps and AI, and CollectorCrypt is a leader in the sector. - $ENA: Coinbase Ventures bought ENA on the open market, and the partnership will provide a massive distribution opportunity for Ethena products to Coinbase users. It is impressive to see the team continue to ship products and partnerships. - $HYPE: Need I say more - $WLD: Speculative flows coming in ahead of a potential OpenAI IPO. People believe that Sam Altman has plans to integrate the token in some fashion, but proof of human will be necessary in an online world filled with agents.

Again, crypto cards currently a big bright spot... h/t my buddy @CryptoRick98 (make sure to give him a follow!)... x.com/CryptoRick98/status/20…

Crypto Macro Stuff I'm Looking At Today ... - Iran situation boomerangs back in other direction (time is a flat circle) - Brypto down big, Bitcoin down almost 10% in last two days - Stonks perpetually upward - $QQQ now over $740 - $HYPE still absolutely killing it - Radiant Capital shutting down - Temp check for Aave to eventually launch on Circle's new Arc chain - Clarity Act odds on Polymarket now at 52% - $NEAR 15% interestingly - Pavel changing Toncoin to GRAM apparently? A bit unclear of the details on this- - Saylor selling catalyzing very negative vibes (though as always, situation is complicated) - Also big dispute over Polymarket’s “Will Strategy sell…” market resolving as 'No' - Big unlocks on a lot of tokens such as EIGEN, TRUMP, WLD... - Something called teaprotocol TEA is TGE'ing on June 4th apparently - Nexus of TCG's/crypto continues to be hot - Crypto cards are another rare bright spot (link below) - US Federal budget now at 6% of GDP, France and UK at 5%, US expected to hit 7.5% by 2028 - Tom Lee: "If you're bearish today, you're bearish at the bottom of Bitcoin and Ethereum..." - Airdrop-enthusiasts debate merits of bulktrade as airdrop opportunity (link below) - Warsh's first opportunity to cut rates coming on June 17th Conclusion That is everything lads! Happy Tuesday! Brypto-maxxing right now, then gonna lift, then have BJJ/MMA later tonight! Hang in there :) ILY bros and one day we shall witness a gigantic, massive, disgusting bull market of utterly epic proportions 💪 Let me know what I missed above and please RT if you enjoyed!

Crypto Cards are growing like a hockey stick. Monthly card volume hit an all-time high in May at $752M, marking the third consecutive month of growth. The top 6 crypto cards by May Volume are: 1. @RedotPay - $445.4M 2. @KASTxyz - $93.9M 3. @ether_fi - $80.4M 4. @Karta_Personal - $34.3M 5. @useTria - $22.9M, highest MoM growth out of the set. 6. @gnosispay - $10.2M Increasingly interested in the growth of neobanks, and will be diving deep into the sector and sharing my thoughts. If you care about where stablecoins are meeting everyday spend, this is one of the most important charts for you to follow.

Hyperliquid's regulatory doomers don't have much to say now. Hyperliquid is going so much higher.

I decided to buy $DEUS from @xmaquina yesterday, here’s why: - DAO-controlled treasury with exposure to private humanoid robotics companies. The humanoid robotics industry is expected to grow at a 51% CAGR through 2035 - Democratizing access to the robotics trade, similar to what @Rewkang is doing with @RoboStrategy. $BOT currently trades at 4x multiple to NAV, showing retail appetite to pay a premium for the upside of this growing sector. - Retail investors were largely priced out of the AI trade and will only be able to enter Anthropic and OpenAI at >$1 trillion valuations. With opportunities like BOT and DEUS, capital is going to pile in at an earlier stage to AI's next breakout vertical. - At a current market float of 17% of the total supply (170.4M DEUS), the equity-only part of the DAO trades at a 1.41x multiple. At fully diluted valuation, the entire DAO, including DEUS, trades at a 2.1x multiple. Substantially lower than the maintained 4x multiple at which BOT is currently trading. - The true catalyst for DEUS is the Robotics Capital Markets (RCM) platform that will essentially be a secondary market for individual robotics equity positions, where each token is paired with DEUS, and the underlying equity is held in a dedicated SPV at the DAO level. Distributions can be used to buy back DEUS or to grow the Treasury for further allocations to Robotics companies, creating a flywheel in which secondary-market activity around any portfolio company compounds value back to DEUS.

CT is at stage 2 with $VVV zcash:native and near:native