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Major alpha leak: Analysis on some of what I'm following closely and bullish on in one big thread, let's go!
$NDX $SDT $BNT $RUNE $ID $SUSHI $LINK 1/8
$NDX $SDT $BNT $RUNE $ID $SUSHI $LINK 1/8
$NDX I love this one, probably my favorite small cap rn. Community governed index funds, got up to ~$75M TVL with only two indices yet MC is only ~$13M. Token will eventually capture revenue from the funds once they've established a larger TVL. Two new indices launching soon. 2/8
$SDT Another great small cap. Plenty of big-brain contributors building a yield aggregator with some unique new strategies including some on L2 (Arbitrum). SDT holders will start collecting a slice of the profits soon. ~$250M TVL but only ~$33M MC. Another sleeper like $NDX. 3/8
$BNT A pioneer in the DEX space, provides single sided liquidity offerings insured against impermanent loss. Now can borrow against your LP position as well. Best benefits for LPs means this one's gonna grow TVL rapidly. 4/8
$RUNE Crosschain liquidity aggregator where the token accumulates the value of the liquidity on the platform. More liquidity = RUNE 
. Enough said. 5/8
. Enough said. 5/8
$ID Sleeper project that's been working on PoCs for years with names such as ID2020 but only now coming into the public view. Handles KYC for onboarding fiat into crypto, teaming up with greats like $AAVE to assist them becoming a crypto bank. 6/8
$SUSHI I think most people get the bull thesis on this one by now. One of the largest in terms of revenue generated. Part of this revenue goes back to SUSHI holders, making it a great hold even in bear markets. People will always trade, SUSHI will always have revenue. 7/8
