Nice rotation bro!🤝 For this cycle, I'm heavily focused on infrastructure plays: • $VELO - payments, settlement, and liquidity rails • $NOX - privacy infrastructure in an AI-driven world • $AUKI - spatial intelligence for robotics & Physical AI • $DMTR - AI-powered agriculture, traceability, and real-world adoption And I also have a bag of $DEXTF. If the next wave is AI, RWAs, robotics, and machine economies, the infrastructure underneath could end up capturing the most value.

Heavily focused on these narratives and the potential winners: 🤖 AI - $DMTR $AUKI $SLC $BOSON $QUBIC 🪙 RWA - $DEXTF $IXS $HBAR $DOVU 🏦 Global Settlement / Payments- $ZBCN $VELO $XRP $XLM $SHX 🛜 DePIN - $MINIMA $GEOD $PEAQ 🥷 Privacy - $GHOST $ZANO $DASH

This is the part most people miss about AI agents. An autonomous agent can only be as effective as the rails it operates on. It needs liquidity, execution, compliance, privacy, and settlement built directly into the system. That's why $DEXTF and Memento's approach is interesting.

$DEXTF is on a good way!!

My micro cap pics.. $DMTR $AUKI $IXS $DEXTF so undervalued. DYOR NFA

CEX: @MEXC and @Phemex_official DEX: most $DEXTF liquidity is on @base, then @ethereum and @zksync.

AI season is inevitable. $DMTR $AUKI $SLC RWA season is inevitable. $DMTR $DEXTF $IXS $VELO Utility season is inevitable. $ZBCN $HBAR $XLM $XRP $SHX DePIN season is inevitable. $PEAQ $GEOD $HNT Privacy season is inevitable. $GHOST $ZANO

Gm RWAers Live price data from CoinLore’s RWA tracker  plus this week’s specific catalysts. the RWA token price tracker week of June 9–13, 2026 a red week across the board. but some held. some didn’t. here’s the full picture the ones that held their ground $ONDO — surged 17% on June 3 on Ondo Perps launch announcement — then gave back 12.5% by June 5 as open interest collapsed. net on the week: 2.03%  $TRAC — 2.44% OriginTrail’s supply chain RWA infrastructure quietly holding while everything else bled $BOSON — 5.83% commerce tokenization. one of the biggest gainers in the RWA sector this week $DEXTF — 17.07% the week’s standout performer across the entire RWA token universe $MNSRY — 4.86% $WELF — 5.83% $CARR — 3.30% $OZO — 1.07% $MEY — -1.54% — nearly flat the ones that bled $RIO — -40.28% worst performer of the week. Realio took the hardest hit $SMT — -52.06% the deepest drawdown across all RWA tokens this week $CPOOL — -24.23% Clearpool. private credit narrative not protecting it $CFG — -20.40% Centrifuge. despite $1B in active loans $MKR — -25.27% Sky/MakerDAO. even 60% RWA revenue couldn’t hold price $PRCL — -31.80% Parcl. real estate price exposure taking heavy losses $POLYX — -19.83% Polymesh. compliance first chain. $PENDLE — -5.08% relatively resilient given its DeFi yield exposure $SYRUP — -15.46% Maple Finance. under pressure $GFI — -13.59% Goldfinch. emerging market credit narrative soft $PLUME — -9.47% despite the Ethena $109M deal and Bermuda licence $LINK — -11.76% —Chainlink. oracle infrastructure not immune the divergence story this week Ondo Perps launched June 9 allowing non US users to trade tokenized stocks with up to 20x leverage. the announcement drove a 17% single day surge. but open interest fell 17% by June 5 as traders closed positions. the pump came before the product. the product is now live. watch what happens next week  BTC and ETH both down 5–8% on the week DEXTF 17% and BOSON 5.83% showed the strongest divergence both niche, both illiquid, both moved on specific catalysts not macro the pattern infrastructure tokens bled — CFG, MKR, CPOOL, POLYX all down double digits despite strong protocol fundamentals narrative tokens held or pumped ONDO held on Perps launch, DEXTF on product momentum the protocols with the strongest TVL had the worst token weeks

$Soul @PhantasmaChain $Boson @BosonProtocol & $Dextf @Memento_Bc All under 5m mc @kucoincom @Uniswap All 3 > 100x projects 👀

$Soul @PhantasmaChain $Boson @BosonProtocol & $Dextf @Memento_Bc All under 5m mc @kucoincom @Uniswap All 3 > 100x projects 👀

$Soul @PhantasmaChain $Boson @BosonProtocol & $Dextf @Memento_Bc All under 5m mc @kucoincom @Uniswap All 3 > 100x projects 👀

$Soul @PhantasmaChain $Boson @BosonProtocol & $Dextf @Memento_Bc All under 5m mc @kucoincom @Uniswap All 3 > 100x projects 👀

$Soul @PhantasmaChain $Boson @BosonProtocol & $Dextf @Memento_Bc All under 5m mc @kucoincom @Uniswap All 3 > 100x projects 👀

$Soul @PhantasmaChain $Boson @BosonProtocol & $Dextf @Memento_Bc All under 5m mc @kucoincom @Uniswap All 3 > 100x projects 👀

$Soul @PhantasmaChain $Boson @BosonProtocol & $Dextf @Memento_Bc All under 5m mc @kucoincom @Uniswap All 3 > 100x projects 👀