Eric | Selected Investments
by SelectedInvests
17 tweets
Tokenized Stocks & Chain Growth
Tokenized equities on platforms like Base and Robinhood are scaling rapidly, driving network TVL toward all-time highs. As traditional assets bridge on-chain, transaction fee revenue and lending demand benefit underlying ecosystems.
- Base TVL: Approaching ATH with $5.5B TVL, fueled by on-chain tokenized equities like NVDA, AAPL, and META.
- Coinbase (COIN): Capturing transaction fee revenue as cumulative DEX trading volume for tokenized stocks on Base nears $1.3 billion.
- Longbow (BOW): Surpassed $5M TVL with a $6M market cap, acting as a key credit and lending layer for tokenized assets.
Bitcoin & Altcoin Infrastructure
With BTC clearing key moving averages, liquidity is rotating into specialized altcoin plays and decentralized exchanges. Infrastructure and decentralized compute networks are positioned to capture follow-through momentum.
- Bitcoin (BTC): Broke May highs and the 50-week moving average, signaling a broader bullish market environment.
- AI & Compute Tokens: NEAR, AKT, RENDER, and PHA highlighted for follow-through momentum alongside compute demand.
- DEXs: UNI, AERO, and RAY monitored closely for rising volume and tokenized stock trading activity.
AI-generated summary. Not investment advice. Learn more.
Latest Content
Top assets covered by @SelectedInvests
The 12 most-discussed assets across @SelectedInvests’s content on Kazuha (out of 39 total).
@SelectedInvests’s sentiment — last 30 days
Aggregate of all sentiment-scored insights from @SelectedInvests in the last 30 days.
Frequently asked about @SelectedInvests
What does @SelectedInvests talk about on Kazuha?
Kazuha indexes 17 posts from @SelectedInvests, with AI-extracted insights covering 39 distinct assets (stocks, ETFs, cryptocurrencies, and other investable assets).
Which assets does @SelectedInvests cover the most?
@SelectedInvests's most-discussed assets on Kazuha are BOW, STONK, NVDA, FROGE, BUTTHOLE. See the "Top assets covered" section above for the full breakdown with sentiment.
Is @SelectedInvests bullish or bearish right now?
Mostly bullish. In the last 30 days, @SelectedInvests had 50 bullish, 6 bearish, and 3 neutral takes across all assets they discussed (per AI-extracted sentiment scoring on Kazuha).
Where does Kazuha get @SelectedInvests's insights?
@SelectedInvests's publicly available content (podcast episodes, YouTube videos, or X/Twitter posts) is transcribed and analyzed by an LLM that extracts the assets discussed and the speaker's sentiment toward each one. Each insight links back to the original source.