"A lot of people flipped $1k into $50k"
Without meme pumps. Without shady alpha groups
Just early plays, real research, and strong conviction
Here's what I'm holding this cycle and why: $EPIC $HYPE $ATOM $NEAR $RAY🧵👇
Each of these projects hits different
Some are slept on, some are just getting started
But all have serious potential this cycle
Let's start👇
1/ $EPIC | My highest conviction play:
Only token officially backed by XRP!
The 3rd biggest crypto after BTC & ETH
- XRP is 2x bigger than Solana
- Nothing else to bet on in the XRP ecosystem
- Binance's average listed token is ~$300M
- Projects with perps average ~$750M
Feels like a clean entry!
2/ $HYPE | Telegram x SocialFi Meta:
This one's heating up FAST
- SocialFi trend is just getting started
- Already shipping bots, XP system, daily farming
- Feels like a lifestyle brand and farmable coin in one
- The community is super active, giving off early Notcoin vibes
3/ $ATOM | Criminally undervalued OG:
Yeah it's an oldie, but ATOM still slaps
- Real modular architecture (IBC ftw)
- Hosts some serious L1s like Osmosis, dYdX, Archway
- Chain of chains narrative still valid
- Solid staking and low hype make it a perfect entry
No one's watching it rn, which is exactly why I am
4/ $NEAR | Sneaky strong L1:
People are sleeping on this one heavy
- Crazy smooth UX, account abstraction, fast finality
- Underpins a bunch of Telegram mini-apps
- NEAR is powering real adoption, not just hype
- Plus devs actually like building on it
It's giving "slow grind then explosion" energy
5/ $RAY | The Solana DEX play:
This is how you bet on Solana’s DeFi revival.
- OG DEX on Solana with deep liquidity and fast execution
- Native integration with Jupiter and other major protocols
- Massive upgrades rolling out (UI, LP incentives, tokenomics)
- Still way undervalued compared to its potential and history
I think $RAY is where $JUP was before it popped, slept on, but not for long.
The bag recap:
- $EPIC = XRP ecosystem play
- $HYPE = SocialFi x Telegram bet
- $ATOM = Modular OG w/ low hype
- $NEAR = Real adoption and underrated tech
- $RAY = First-mover DEX beast on Solana
Not here for pumps. I'm here for positioning
This is how I'm playing the cycle
I hope you've found this thread helpful.
Follow me @alphabatcher for more.
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