2026-01-09 21:24:37

My three bullish bets heading into the next cycle, ranked by potential:

First, $KNTQ at $83M FDV. This is a governance token play on Hyperliquid's liquid staking infrastructure. As the ecosystem expands across hyperEVM, the protocol's demand should compound. Early positioning matters here.

Second, $SEDA with a $38M FDV. It's a modular oracle solving the permissionless data feed problem—essentially positioning itself as critical infrastructure for HIP-3 adoption. If that roadmap gains traction, this plays well.

Third, $NEST sitting at just $2.5M FDV. Smaller cap, higher risk, but worth monitoring as an ecosystem token with room to run.

The key thesis: bet on infrastructure tokens that benefit from broader ecosystem growth rather than chasing individual app tokens.

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RatioHunter

· 01-11 17:26

KNTQ that logic is a bit old-fashioned, liquid staking is now everywhere, feels like there's nothing new SEDA is indeed interesting, the modular oracle track isn't that saturated yet, just waiting to see if HIP-3 can really gain traction As for NEST's size... it's a bit of a gamble, but not entirely without chance. The concern with small market cap is that the project team might lack motivation

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NFTragedy

· 01-11 06:18

Nah, the term infrastructure is getting tired, but the position of KNTQ is indeed a bit interesting.

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GasFeeBarbecue

· 01-09 21:54

Infrastructure die-hard fans, I agree with this argument. But to be honest, entering at this price level for KNTQ feels a bit late. I should have been positioned back in March.

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AirdropHunterXM

· 01-09 21:53

Infrastructure tokens are indeed more stable, I agree with this logic... However, do you really dare to jump in at this NEST level? It seems like this kind of small-cap risk is quite high.

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CrashHotline

· 01-09 21:50

Infrastructure definitely needs to be watched closely, but with KNTQ already valued so high, how many more times can it multiply? It's a bit uncertain.

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ForkThisDAO

· 01-09 21:49

Infrastructure tokens are the real deal, app coins are all illusions... The liquidity staking logic of KNTQ is indeed interesting, riding in the morning is really awesome

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SquidTeacher

· 01-09 21:36

Infrastructure coins are always the right answer. They're much more appealing than chasing those flashy applications... However, the NEST price at this level is indeed tempting, it just feels a bit like gambling.

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AirdropChaser

· 01-09 21:28

Infra token is the real deal, app tokens are just cash cows for harvesting.

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