kioto

kioto

t.me/kiototrades

Jun 1, 2026, 11:10 UTC

I'm comfortable with holding all of these for multiple years as I believe in the founders and their vision. Feel free to send me questions about any of them / shill me your picks @kiotoxc $HYPE Hyperliquid has the best on-chain business model in crypto. Perp DEX fees flow directly into systematic buybacks through the assistance fund, roughly $10-15M per week. The protocol is expanding beyond perps into RWAs (now 30%+ of volume), prediction markets via HIP-4, and a full EVM layer. No VC overhang. ETF already live with real inflows. Up 186% YTD while most of the market went sideways. Volume drives buybacks, buybacks tighten float, tighter float attracts more volume. The flywheel is self-reinforcing. $200+ is CT consensus at this point. $CARDS x.com/0xkioto/status/2046925830794727734 $CRCL USDC is at $76B circulation and is already the settlement layer for the agentic economy: 98.6% of AI agent payment volume runs through it. Circle's new Arc L1 directs 25% of gas fees and 25% of ARC token supply to CRCL shareholders, giving you L1 upside without touching the token directly. Regulatory tailwinds are building on multiple fronts: the CLARITY Act, MiCA, Visa and ICE backing. Market cap sits around $28B. The path to $100B requires stablecoins eating a real slice of global payments. That's already happening. $HOOD Crypto is 13% of revenue. The bull case is everything else. Prediction markets through Rothera are launching June/July with revenue already approaching $70M per quarter. Crypto perps legalization could bring $86T in offshore volume onshore, directly through Robinhood's rails. The PDT rule elimination in June 2026 benefits exactly the retail base Robinhood built its reputation on. Add tokenization infrastructure, Robinhood Chain, and Trump Accounts as a government-backed retail funnel. The company now has 11+ business lines above $100M ARR with several still in early launch phase. $LIT Lighter is the cleanest HYPE beta play on the board. ZK-rollup perp DEX with genuine PMF, real buybacks, and traders who cite speed and fees as the reason they stay. Currently trades at roughly 1/50th of HYPE's market cap. On-chain perps is the strongest revenue vertical in crypto and the market supports multiple winners simultaneously. Binance didn't kill Bybit or OKX. If HYPE reaches a $50-100B market cap, LIT at multi-billion is a natural consequence, not a stretch. Buyback mechanics are already looping protocol revenue into the token. Telegram wallet integration increases TAM meaningfully. Read this for a deeper understanding: x.com/trevor_flipper/status/205710473336… $POD x.com/0xkioto/status/2053090184011346257 $KNTQ x.com/0xkioto/status/2042640241203290156 Pluralis & Pearl x.com/optimist/status/205459483711493745… x.com/kelxyz_/status/2057865155845796069(edited)