Kapoor KshitizUnverified
@kshitizkapoor_
$NEAR remains the best bet of this cycle βοΈ
(I have been super bullish on this ticker & you can see the chain of quote tweets as well)
$ZEC needs a private on-ramp. $VVV needs a private compute rail. Both keep landing on NEAR Intents.
@NEARProtocol Metrics:
β’ $30.9B all-time Intents volume
β’ $196M Intents TVL ($106M public + $90.5M confidential)
β’ Confidential TVL 2.8x in 30 days
β’ $1.12B Intents volume in 7 days / $4.4B in 30 days
β’ $5.61M gross fees / $1.87M net in 30 days
β’ 33% fee c
Sep 19
119116.8K12
Kapoor Kshitiz
@kshitizkapoor_
$TAO looks pretty decent here π’
One of the best AI tokens that hasn't had a run yet & the fundamentals are better than before.
Obv I am more bullish on AI inference i.e. $VVV + $POD but dont mind this for a trade.
Undervalued fr https://t.co/6tJ0oPL6xO
Aug 24
54612.2K2
Kapoor Kshitiz
@kshitizkapoor_
$NEAR is still undervalued as every metric is ATH πΏ
- NEAR Intents - TVL by Asset (Image 1)
- NEAR Intents - TVL by Intents type (Image 2)
- Total generated fees (Image 3)
Few understand that it is also connected to $VVV and follows $ZEC price action.
Now make a calculated decision! π€
Sep 9
11411.6K1
Kapoor Kshitiz
@kshitizkapoor_
To all the degens looking for Private AI plays:
- Everyone talks about $VVV (Venice)
- Few talk about $POD (Dolphin AI)
- No one is talking about $MINI (Minirouter)
Minirouter provides private AI libraries on Solana,
Focus on the thing that no one is talking about and you will get asymmetric returns......
Sep 8
4299.5K4
Kapoor KshitizUnverified
@kshitizkapoor_
The AI inference degen basketπ
- $VVV: This is the anchor that everyone should be holding.
- $POD: feeds Venice uncensored fine tunes (not Llama/Qwen). Also has idle-GPU renting β revenue converts to $POD β burns.
- $MINI: the "OpenRouter of crypto," a library of all models. Gave it at $872K mkt cap, now $6.2M (Already 5X so wait).
- $SOLROUTER: what I'm accumulating now. Infra play: encrypts every LLM message end-to-end so no one (not even the model) sees it. Built for orgs.
Proper degen!
Sep 10
5458.0K12
Kapoor Kshitiz
@kshitizkapoor_
$NEAR is the winner of the cycle π
- Connected to $ZEC + $VVV (Venice)
- Also launched a confidential chain which has private perps where nobody sees your position.
- Monthly net revenue at ATH β $7.6M (July <$3.8M β $4M β $6M+ in Sept)
- Intents confidential TVL $90.5M, +188% over 90 days
Every single metric pushing up.......
β οΈ Don't buy here and wait for the pullback, but watchlist it now.
Privacy + AI + parabolic metrics. Markets love it. One pullback and you pounce. π
Sep 21
5707.7K5
Kapoor KshitizUnverified
@kshitizkapoor_
The only SOL ticker you need for a 5x βοΈ
(I am talking about $MINI here which is the AI inference play on Solana. Bookmark this tweet and we'll see.)
- Base already has $VVV (billion dollar token)
- RH already has $ORBIO (ran to $90m)
- Solanaβs inference rail is @miniroutersh
Minirouter is not a chatbot coin. It has one key + 240 models + No KYC.
Official numbers through 26 Sept:
- 3.1B tokens in 30 days
- 104k requests
- 715M tokens yesterday alone
- Been live for 4 weeks
$MINI is the si
Sep 27
5396.9K
Kapoor Kshitiz
@kshitizkapoor_
New Setups in today's market update!!
π¨Link: https://t.co/chdWIjTxi7
- Current positions: $SOL + FOMC bet.
- Macro setups include $NVDA and S&P500.
- 3 altcoins that are showing strength + looking decent fundamentally: $VVV $ETHFI $PUMP .
All about actionable alpha!! π€
Aug 19
25.1K
Kapoor Kshitiz
@kshitizkapoor_
Happy Monday fam βοΈ
Today's market update: https://t.co/sG3wYZyIFq
- Bitcoin bear fractal while everyone is depressed.
- $SOL + $TAO longs running
- Few more tickers I am looking at: $VVV $AKT $ETHFI & $HYPE.
Making sure we are on the right side with proper risk management π€ https://t.co/L2mxHjzf2B
Aug 17
84.7K
Kapoor Kshitiz
@kshitizkapoor_
Please Please focus on $VVV discount βοΈ
Yesterday I wrote the full thesis on Venice and it is up like 18% since then.
(Any taps to the support is good)
If you're getting a discount on these good fundamental tokens then please take advantage of it.
Read the thesis below π https://t.co/ONUGcxkNEj
Oct 12
4454.3K3
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