The Watchlist
The Watchlist
Specific early projects I'm tracking — revenue-backed, accessible to buy, and held to the same standard as everything else here.
The Watchlist
PayAI Network: a live infrastructure play inside the x402 ecosystem
The Watchlist
Phala: TEE-Secured Compute Infrastructure for the Agent Economy
The Watchlist
Azuro: the prediction market infrastructure trading at a discount to peers, but a deep unlock overhang and negative revenue momentum demand caution
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