Gm degens. The last 2 months have not been EV positive for onchain coins outside of brief periods of outperformance for a select few (like FWOG for example). But if you haven’t been paying attention, the onchain market is roaring back, new launches are starting to work again and it is time (in my opinion) to start locking in.

Before I dive into some of my favorite picks that look primed to make multiples, I want to lay out my case on why it is a good time to step back in. While doomposters and bears complain about how a 50bps fed cut is bearish, all asset prices have been on an absolute tear. The S&P is hitting ATHs, as is Gold. Now, BTC is hitting $63-64k (which is a resistance level), but what has been fascinating is that alts have started to actually move again with TIA, TAO, POPCAT, SUI, FTM all up ~30% in the last week and POPCAT, FET, SUI, FTM, TAO all up 40-107% in the last month.