Eric | Selected Investments
by SelectedInvests
27 tweets
On-Chain Growth
Growing TVL and tokenized-asset activity are drawing attention to newer venues, though rapid adoption and small-cap valuations create execution risk.
- AERO: Market expansion and Robinhood access are cited as catalysts for October 21; the posts project a ninefold TAM increase, but provide no independent validation.
- BOW: Longbow’s TVL reportedly climbed 10× in about a month to above $5M; integrations could help it serve tokenized assets on Robinhood Chain.
- Base and Robinhood Chain: Both reportedly reached TVL all-time highs, while Base tokenized-stock DEX volume approached $1.3B—potentially supporting Coinbase fee revenue.
- SOL, BNB, and SUI: Reported TVL stands around 2Ă— prior highs for Solana and 4Ă— for BNB Chain and Sui, signaling broad on-chain activity.
Bitcoin And Rotation
Bitcoin’s breakout supports a constructive backdrop, but a sharp liquidation event and subdued dominance readings caution against assuming an indiscriminate altseason.
- BTC: Broke May highs and the 50-week moving average, then fell nearly $2,000 in 20 minutes as about $400M in leveraged longs were liquidated; higher lows remain key.
- Altcoin breadth: BTC dominance near 59.1% is described as down only about 1% since September, tempering claims that altseason is underway.
Infrastructure And Momentum
A strong QNT rally spotlights banking and digital-asset infrastructure, while several higher-risk altcoins are being watched for technical follow-through.
- QNT: Rose roughly 3Ă— in a week amid reported banking-infrastructure news; staking is described as a possible 2027 development, not a confirmed catalyst.
- NEAR, AKT, RENDER, and PHA: Cited as AI-token breakout candidates if momentum follows through; the source gives no price targets.
- HYPE and ZEC: Praised alongside NEAR as favored assets, but the cited post offers no specific catalysts or valuation case.
AI-generated summary. Not investment advice. Learn more.
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