"Why do you spend so much time on crypto Twitter searching for alpha?" For those paying attention, charts like these highlight exactly why it's so +EV to stick around in crypto (even during the rough and boring stretches) and stay tapped in. Over the past few weeks, there have been plays where (if you didn't midcurve them) the theses were quite simple and offered massive returns: - $GP (20x | $20M → $400M) A fundamental play powering LetsBonk, earning 7.5% of platform revenue with token buybacks. All publicly available data that, when comped to competitors, showed $GP as severely mispriced. - $ZORA (9x | $100M → $900M) Coinbase was hinting at something big around their Base app launch. $ZORA had been pushed hard by core Base contributors for months. Put two and two together: understand the flywheel, recognize the concerted narrative push, factor in Coinbase's massive distribution. The thesis was sitting there. - $TALOS (20x from launch) Arbitrum-backed project that launched 2 weeks ago. People paying attention noticed the backing, the AI narrative, and the timing: chains are competing for attention and have every interest in these launches doing well. - $USELESS (17x | $20M → $350M) The biggest coin on Raydium's Launchlab. Realizing that for LaunchLab to maintain mind/market share, they have vested interest in their biggest runners continuing to perform. Just some of the plays. Didn't even mention others that have done quite well over this stretch. This is why we're here. You may not time the bottom or sell the exact top (no one does), but crypto remains the only market where you can capture these multiples. Keep paying attention.