Behind the video
4 CRYPTOS UNDER $2 BILLION 🚨 BEST CRYPTOS TO BUY NOW ‼️ XRP HYPE
Overall Thesis
The host presents PUMP, AERO, JUP and MORPHO as four of the best cryptocurrencies to buy, assessing whether protocol fees benefit token holders. He favors AERO's payout structure and PUMP's valuation, sees JUP as a quality business at a demanding price, and treats MORPHO as speculation on future fee sharing.
Narratives
Ether.fi is excluded because the host sees no holder payout from its real protocol revenue. He makes no explicit directional investment-return prediction for ETHFI.
Key Arguments
- The cited protocol generated approximately $12 million in fees.
- None of that revenue reached token holders under the screen.
Risks acknowledged
- The underlying protocol generates real revenue.
The host includes PUMP among his preferred cryptocurrencies to buy because substantial protocol revenue funds token buybacks. He calls it the cheapest featured token on annualized holder payouts but also the riskiest.
Key Arguments
- Approximately $63.9 million in 30-day fees supported roughly $30 million in buybacks.
- About 48% of fees went toward buying the token.
- The cited market capitalization to annualized payout multiple is approximately 5.2.
- The host ranks PUMP first on price among the featured tokens.
Risks acknowledged
- Fees declined approximately 16% in the cited reading.
- Revenue depends heavily on cyclical meme-token speculation.
- Unresolved lawsuits create legal exposure.
- Scheduled insider unlocks add supply.
- Falling revenue can shrink buybacks.
Predictions (1)
AERO is the host's preferred featured token because a large share of protocol fees reaches holders who lock their tokens. He favors its embedded payout mechanism and exchange activity while explicitly declining to promise the best performance.
Key Arguments
- Approximately $7.85 million of $11.72 million in fees reached holders.
- The cited payout ratio is 67%, with a market capitalization to annualized payout multiple of 6.4.
- Aerodrome serves as a major decentralized exchange on Base.
- Locked-token holders receive fees through the protocol's structure.
- The host ranks AERO first for payout quality and first overall among the four.
Risks acknowledged
- Receiving payouts requires locking tokens.
- A preferred ranking does not establish superior future returns.
- Small-token volatility, cyclical revenue and expanding supply remain risks.
Predictions (1)
The host includes JUP among his four buy candidates because Jupiter has extensive usage and genuine buybacks. His favorable investment stance is tempered by a much higher valuation relative to holder payouts than PUMP or AERO.
Key Arguments
- Jupiter routes swaps across Solana and has substantial usage.
- The cited 30-day volume is approximately $20 billion.
- Approximately $2.25 million reached holders from $16.27 million in fees.
- The host describes the business quality as fantastic.
Risks acknowledged
- Only about 14% of fees reached holders.
- The cited payout multiple of 36 is the most expensive among the three paying tokens.
- Buybacks are small relative to market capitalization.
- The host ranks it third among the featured tokens.
Predictions (1)
The host includes MORPHO as a speculative buy candidate despite its failure to distribute fees to holders. He praises the lending business but says the token investment rests on a future fee switch that may never be activated.
Key Arguments
- The cited protocol has approximately $11.2 billion locked and $5.72 billion on loan.
- It generated approximately $22.5 million in fees over 30 days.
- The host calls it the strongest business on the list.
- Potential future fee sharing motivates its inclusion.
Risks acknowledged
- No current fees reach token holders.
- If the fee switch never activates, holders retain governance over someone else's revenue.
- The host ranks MORPHO fourth and treats it only as a speculative bet.
- Its current holder-payout valuation cannot be calculated like the paying tokens.
Predictions (1)
The host excludes Aster from his preferred screen because substantial trading activity does not translate into holder revenue. This is a criticism of token value capture without an explicit forecast of falling token prices.
Key Arguments
- The protocol has substantial volume.
- The cited approximately $5 million in fees did not reach token holders.
- It fails the screen's holder-revenue requirement.
Risks acknowledged
- The host acknowledges substantial underlying activity.
The host rejects Venice from his preferred list because he considers its revenue evidence insufficient and issuance too large relative to buybacks. These concerns inform negative sentiment without establishing an absolute price-decline forecast.
Key Arguments
- The cited $100 million revenue run rate comes from a founder post rather than an audit.
- Token issuance reportedly runs several times larger than the buybacks it funds.
- The host wants auditor verification before accepting the figures.
Hedges & Caveats
- The host owns none of the four featured tokens at recording and says he may or may not buy.
- Payout multiples annualize recent revenue and do not guarantee future performance.
- Buybacks can be reduced or discontinued as revenue falls.
- Token unlocks can dilute holders and overwhelm buybacks.
- Small cryptocurrencies can lose half their value or 90% or more quickly.
- AERO's preferred ranking does not mean it will deliver the best return.
- MORPHO currently distributes no fees to token holders.