Eric | Selected Investments
by SelectedInvests
13 tweets
Tokenized Equities & Base
Base network TVL approaches all-time highs as the integration of on-chain tokenized equities drives new volume and protocol activity. This structural shift is creating high-beta opportunities across decentralized exchanges and credit layers.
- BOW (Bow): Surged 10x in TVL to over $3M, serving as a key credit layer for tokenized assets on Robinhood chain.
- Aerodrome Finance (AERO): Positioned to capture heightened activity as Base network TVL nears $5.5B peaks.
Meme Stock Pairs
Meme tokens paired with traditional stock narratives are exhibiting massive volatility, characterized by initial pumps, deep drawdowns, and subsequent breakout rallies.
- AI (AI Token): Outperforming broader ecosystem alternatives with strong ties to NVDA, trading around a $3M market cap.
- PONS (Pons): Exhibiting strong trading volume with profits frequently rotating into AI and SPACEHOOD plays.
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 25 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 13 posts from @SelectedInvests, with AI-extracted insights covering 25 distinct assets (stocks, ETFs, cryptocurrencies, and other investable assets).
Which assets does @SelectedInvests cover the most?
@SelectedInvests's most-discussed assets on Kazuha are FROGE, STONK, BOW, BUTTHOLE, AI. 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 29 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.