The Watchlist
Capital
The Watchlist
CoWSwap – The intent-based DEX aggregator that turns MEV into a feature
The Watchlist
Jupiter: Solana’s DEX aggregator, still printing revenue but the emissions clock is ticking
The Watchlist
Gains Network (GNS) – A capital-efficient derivatives protocol trading at a compressed multiple
The Watchlist
Collector Crypt – A physical TCG tokeniser trading at 1x trailing revenue, but watch the unlock cliff
Capital
Bankr: The AI banking agent that is growing into its revenue curve
The Watchlist
Limitless Exchange (LMTS) – Calmly growing as Base’s largest prediction market
members
The Great Sorting: Capital, Hype and the Infrastructure Chase
The Great Sorting: Capital, Hype and the Infrastructure Chase The $965bn Anthropic Series H was a Rorschach test. You either saw a typo or a market signal. I saw the latter. It told me we are in a cycle where narrative has decoupled from capital reality. The job is not