Ignas
Ignas|Sep 23, 2026 13:44
This is easiest crypto bull market ever IF the high rev token meta continues. You don't need to chase every narrative or even read much of CT. Just open DefiLlama, Blockworks etc. and find projects with: 1. High and growing revenue 2. Revenue actually reaching token holders through payouts or buybacks 3. Low market cap relative to that holder revenue and don't forget about emissions and unlocks too. Then buy and hold. Simple. Sell when the valuation gets too far ahead of realistic future revenue, or the thesis (protocol) breaks. And you can ask your AI agent to run this due diligence weekly. Ok, maybe the harder part is estimating future fees. But if you believe BTC will continue to pump, more speculation WILL lead to more trading volumes and fees. So we need to add forward looking valuations which could make tokens relatively cheaper for future fees. HYPE, LIT, PUMP etc. look like very simple trades in retrospect. So now we need to find newer emerging protocols with high rev but that are undervalued by the market. Finally, AI agents could keep recommending the same few tokens to all of us. Thus concentrating 1) attention and 2) money into assets that fit the criteria and helping them pump further. Simplest meta ever. Right?
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