Behind the video
4 CRYPTOS Under $3 BILLION 🚨 BEST CRYPTOS TO BUY NOW ‼️ XRP HYPE
Overall Thesis
The host favors crypto protocols whose fees reach token holders through buybacks, burns or distributions. He remains invested in XRP and HYPE, prefers Sky among four screened candidates, and makes several other purchases contingent on payout mechanisms or unresolved risks.
Narratives
XRPXRPThe host remains invested and expects consolidation eventually to resolve higher, while allowing for an intervening decline. He watches the 13-period EMA and RSI for deterioration.
Key Arguments
- RSI around 55 remains constructive.
- He describes the current action as consolidation.
- He remains comfortable with his investment.
Risks acknowledged
- Losing the 13-period EMA around $1.49 or RSI 50 would concern him.
- Some additional downside could precede a recovery.
HYPEHyperliquidThe host continues holding HYPE after its rise from the $60–$70 region into the $90s. He repeats a tentative year-end upside expectation, but the captioned target conflicts with the surrounding price discussion.
Key Arguments
- He retains his position and continues monitoring the charts.
- The token has recovered from the $80s into the $90s.
- He references a recent price near $98.
Risks acknowledged
- He explicitly doubts whether the year-end target will be reached.
- Taking profits depends on each investor's circumstances.
- The transcript says 'a buck' despite discussing prices near $92–$98, preventing reliable numerical target extraction.
Sky is the host's preferred investment candidate among the four screened tokens. Its stablecoin business, circulating supply and burn mechanism appeal to him, although the safety buffer and reduced burn rate require verification.
Key Arguments
- Almost all supply already circulates, limiting unlock overhang.
- The stablecoin business earns an interest spread.
- Surplus can fund token purchases and burns.
- It is the only screened candidate positive over both chart periods discussed.
Risks acknowledged
- The reported safety buffer is below its target.
- The burn rate was cut 87%.
- He says he does not yet own the screened candidates.
Predictions (1)
The host calls Aave the strongest business among the four, citing its lending franchise, fees and liquidity. He would add only after personally confirming that buybacks have resumed and would otherwise wait.
Key Arguments
- It has the largest fee base of the screened candidates.
- Most supply already circulates and no unlocks are scheduled.
- Its lending platform has a long operating history.
- An approved buyback could connect business revenue to the token.
Risks acknowledged
- An external bridge exploit left Aave with substantial bad debt.
- Daily revenue has declined.
- The buyback was paused and its restart was unconfirmed.
- Locked value remains below its earlier peak.
Aerodrome offers the lowest fee multiple and the strongest direct distribution mechanism in the screen. The host nevertheless waits, with declining activity and unpublished merger conversion terms unresolved.
Key Arguments
- All trading-fee revenue goes to token lockers.
- Its stated price-to-fees multiple is the lowest among the four.
- It serves trading on Coinbase's Base chain.
- It earns more fees on less capital than a year earlier.
Risks acknowledged
- Locked value and trading volume have fallen year over year.
- The planned October 21 merger has unpublished conversion terms.
- Small market capitalization can amplify price movement.
The host sees investment potential in ether.fi's fees, buybacks and growing consumer card business, but would size exposure small. The company is abandoning its original restaking model for an unproven consumer pivot after a severe token drawdown.
Key Arguments
- Nearly half of revenue now comes from the card business.
- Withdrawal fees fund buybacks paid to stakers.
- Its stated fee multiple is relatively low.
- The card product provides a consumer-facing business beyond staking.
Risks acknowledged
- The token is down 91% from its 2024 high.
- Restaking yields collapsed.
- The consumer pivot remains unproven.
- His earlier statement says he does not yet own the screened tokens.
Predictions (1)
The protocol discussed as 'Morpheus' has an attractive fee-generating business, but its token currently receives none of those economics. The host excludes it now and would add it if the fee switch were activated.
Key Arguments
- The host praises the underlying business and its fee generation.
- Activating token revenue participation would satisfy his screening requirement.
Risks acknowledged
- The token currently conveys voting rights without fee distributions, buybacks or revenue-funded staking.
- No fee switch has been activated.
Hedges & Caveats
- He initially says he does not own the four screened tokens and is presenting them before buying.
- Governance votes can switch token payouts off; two candidates have experienced payout reductions or pauses.
- He asks viewers to verify current financial disclosures and governance decisions.
- HYPE's spoken year-end target is inconsistent with the surrounding prices.
- Aave's buyback restart and Aerodrome's merger terms remain unresolved.
- ether.fi's consumer pivot is unproven.