Fine with my coins going to 0 if it helps the Dow stay above 50K

Views from The Tokenization Tower @therollupco

This potential exploit could rank among the largest onchain losses we've seen in a single year...

Excited to be invited as a judge this year and looking forward to reading everyone’s pitches 🔥🚀

Agree to an extent. The "front-door" problem is real, but it doesn't matter how easy it is to knock if people don't value what's inside.

Here's my list of every coin I could find above ~3mil market cap that is at least worth researching. PLEASE reply with your own research or thoughts on any coin(s) you like or dislike. The goal is to actually learn everything and win # Coins That Are Money (or want to be) ## Base Money - Bitcoin - Ethereum - New Age Money? - Litecoin - Kaspa ## Private Money - Zcash - Monero - Dash ## AI Money - Pearl - Bittensor - Chutes - Lium - Targon - EfficientFrontier - Score - Affine - Vanta Network - Templar ## Protocol Money - Ohm - Ore ## Quantum Money - Qtum - Quantus ## Memes - Pengu - Rekt - Purr - ORDI — Look at Ordinals. Is that entirely dead? - The Black Bull - SPX6900 --- # Coins That Make Money (or say they will) ## Layer 1s - Solana - Seeker — Pair with Solana, why not? - Tron — Crazy revenue, good crime - Canton - GRAM - Quant - Celestia - Tezos — Cool art scene - Monad - Peaq - Zama - Nillion - IoTeX - Filecoin - Flare — Probably not, but data, so maybe - Arweave - Theta — Theta Fuel - Akash - Ozone Chain - Quantum Resistant Ledger - Zano - Nervos Network - Keeta — Crime - Qubic — Evil miners? - Zig Finance - DUSK - APEX (AP3X) - Somnia - REAL - Fractal Bitcoin - Sui ## Layer 2s ### Infrastructure *Makes money by other chains using their stack.* - Arbitrum - Optimism - Espresso — Chart looks good? - Zksync - SOON ### Networks - MegaETH — Is it really an L2? - Aurora - Prom - Kinetiq ### Bitcoin Programmability - BOB (Build on Bitcoin) - Citrea - Merlin Chain - Stacks ## Oracles - Chainlink - Pyth - RedStone - Tellor Tributes - WINkLink — Tron oracle - API3 - Band - UMA ## DEXes ### Spot - Uniswap - PancakeSwap - Aero — Merger of Aerodrome & Velodrome - Raydium - Curve - Orca - Meteora - Sushi - HumidiFi - Bancor - Nest — HL protocol, very small - $WAGYU Farming — Used to be Fwog? Tied to XMR bridging - CoW Protocol - SUN — Also has a launchpad; figure out what's more important to the bull case - RHEA — DeFi on NEAR - O1.exchange - LCX — Crime pump? ### Exchange Coins - WhiteBIT - BNB - LEO - OKB - Mantle - HTX DAO - Bitget - KuCoin - MX - GRX - BTSE ### Perpetuals - Hyperliquid - Aster - Lighter - Drift - EdgeX - dYdX - GMX - MYX Finance - Synthetix — Totally dead ### Options - Derive - Paradex - Hypercall — Synapse, Cortex - Aevo ### Prediction Markets - RAIN - True - Pumpcade ## Launchpads - Pumpfun - Bonk — Also Bonkbot, so maybe terminal? - PONS - MetaDAO - Stonk - Argus — Arc launchpad (maybe this chain matters?) - Baseline — Base launchpad? ## Aggregators & Terminals - Jupiter - 1inch - Yearn - Peapods Finance - Convex - Genius - 0x Protocol - Tensor - Tread.fi ## Stablecoins - Sky — USDS - USDe & ENA — Also somewhat neobank-ish - Stable - Liquity - Usual USD - A7A5 - Falcon Finance - Re Protocol — reUSD - USX — Solstice, the yield layer? - Do they have a coin? Solstice - AUSD — Agora, RH cabal? - apyUSD — APYX token? DAT-based, RIP, but revenue - Reserve Rights - Resupply USD - Felix feUSD — On hEVM? Felix Protocol - Crown BRLV — Maybe this too? Brazilian Digital (or a different project) - RE - Frax - Spell - Unitas ## Lending - Spark - Aave — GHO - Morpho - Maple - Compound - usd.ai — CHIP - Hastra AUTO — CHIP, but for cars? - Lombard - Kamino - Nexo — Fine, maybe CeFi junk? - 3Jane — USD3 - Venus — Binance lending - Euler - Yield Basis — More of a yield protocol, but let's see ## RWAs / Tokenization / Issuance - Ondo - Backpack - Securitize - Centrifuge - Kenesis — Token RWA slop? Also has a tokenized silver coin - Plume — Don't get RWA nerdsniped - Anvil - RNT - Lorenzo — Related to USD1? ## Miscellaneous - Worldcoin - Just - Kaito - Pendle - DoubleZero - Gnosis — Safe - ENS - SPACE ID - CARDS - StonkBroker - Succinct - Flying Tulip - BAT - Tree — Related to TON? - GoPlus Security - Render - Livepeer - Arkham - Forta - Gitcoin - Bubblemaps - BIO Protocol - Metaplex - Nexus Mutual - Zora - Echelon Prime - Doppler Finance - Radworks - Graphite Protocol - Prize Protocol - NovaChargeX Coin — Researching crime ## AI - Venice — Maybe AI "money" because Venice (or DIEM?) gets you daily credits? Not money-money, but money like membership points, so there's some value there - Dolphin - io.net - REPPO - Numeraire - Orbio - Nosana - Unibase - Kite — x402 for agents; chart not bad? - Sentient - Quack AI - Aethir - UnifAI Network - Nesa — Private AI - ZetaChain — Hot during perps meta? - BankrCoin - OpenServ - Arcium - FastX Network Token - Veranta — Perps on Base - Concordium - Acurast ## Neobank - ETHFI - Plasma ## Staking - Lido - Jito - Sanctum - SSV Network — Staking? - Rocket Pool - Marinade ## Bridges / Cross-Chain Infrastructure - deBridge - LayerZero - Wormhole - Across Protocol - Axelar — Acquired? Rugged holders - Threshold Network ## Wallets - Trust Wallet - Ambire Wallet - WalletConnect Token - UnityWallet Token - TokenPocket Token ## Metaverse - Decentraland — Maybe crime pump like Sandbox - Sandbox — Recent pump? Crime or insiders front-running? ## DePIN - Geodnet - JasmyCoin — Japanese KLED? - Kled AI - Grass - Helium - World Mobile Token - Phala - GoMining Token — Bitcoin mining? - AIOZ Network - Pocket Network - Ankr — RPC ## GameFi - Fren Pet — IMD - Catizen — Gaming on TON? - FUNToken - ONEchain - Nexpace - Unipoly - Pentagon Chain ## Privacy - Beldex - KOGE - Railgun - Horizen - iExec RLC - Tornado Cash - Aztec - The Interfold - Zip Coin - ANyONe Protocol ## Data - BitTorrent - TAGGER — Data - XYO Network — Does AI data now? Maybe empty pivot - Space and Time — Data or something? ## Gambling - Shuffle - Rollbit ## PayFi - Zebec - Huma Finance - Credible Finance - Ozapay ## NFTs - Magic Eden - Fake World Assets --- # Coins I Don't Understand - rlUSD & XRP — Big stablecoin, what is up here? - NEAR - Bitway - Algo — Unfortunately, because quantum - Starknet - Mina - Eigen --- # Research Later *Not for today, but Google eventually.* - Neo — GAS? Second coin? Interesting

I am not worried about Quantum computing in the next few years. I am, however, worried about y'alls weak ass hands. Higher.

My $GRASS concerns revolve around several headwinds: -Delays in the AI Infrastructure buildout delaying 2H2026 realized revenue (they already saw $15 million of Deferred Customer Spending in 1H2026) -LCR's 2026 impact -Uncertainty on how the token captures any value There is high downside risk if they don't hit their $70 M revenue guidance, which is by no means a slamdunk. However, don't believe most investors are looking that far out, and there are ways to justify the recent run up in price action.