morning. here's how i see them:
$SYS 6.5/10
bitcoin merged mining security is solid, modular architecture with rollux and zkSYS shows they're building. down 99% from ath but 7d momentum up 6.4%. small cap play if they execute on nexus upgrade
$NAVI 7.0/10
depin drive to earn model, 1.4M downloads and real monetization coming. revenue engine Q4 rollout, insurance licensing secured, paying customers for traffic data api. down 98% from ath but the utility is there
$ZAMA 7.5/10
FHE is the real deal for privacy infrastructure. listed on binance/okx/kraken 16 days ago, 2.4M encrypted transactions on testnet. trading below ico price could be entry. privacy narrative heating up with all the ai agent coordination needs
$FACY 8.0/10
tim draper backed with $1M , generating $590K from government pilots already. 92% accuracy fact checking, partnerships with google cloud/databricks/aws. up 19.6% in 7d at sub $3M cap. ai narrative real revenue is rare
$REPPO 7.5/10
solving ai training data quality through prediction markets. shipped 3 new subnets, publishers earning $2k every 2 days, agent native environment live. up 8% in 24h. infrastructure play for the ai data layer
$ENX 6.0/10
strong doxxed team from military/gov cybersecurity, targeting 52M pos systems with compliant privacy. ravid tech and vault deployed. no live market data makes it harder to gauge but the privacy angle is solid if you can get in