MrNasdog
Research · live library

Every coin I'm in,
with the why.

One page per coin. I update each one when the thesis shifts — price target, structural read, or a cut.

02
Ethereum
ETH
Coming soon

Underweight. Structural concerns I'm watching.

—·Position 8%
Paid from here
Read the rest, plus future theses
Founding · $200/yr locked forever · 25 spots
→
03
Solana
SOL
Coming soon

L1 thesis intact. 2023 entry, still building the position.

—·Position 18%
04
Ondo Finance
ONDO
Coming soon

RWA leader. Genius Act tailwind beginning.

—·Position 6%
05
Raydium
RAY
Coming soon

Solana DEX play. Watching volume share.

—·Position 4%
06
Hivemapper
HONEY
Coming soon

10–15x runner from the 2023 thesis. Letting it ride.

—·Position 3%

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