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haitzu researches tokens
head of @pyloncapital; invest & buidl w/ our portcos.
If people think @sire_agent is good on the sportsbooks, wait until it integrates with Kalshi & Poly & starts playing prediction markets.
Then wait til $SIRE launches their market making vaults on top of these models for anyone to deploy capital & gain uncorrelated-to-macro yield.
Each step of the way, the TAM for liquidity goes up exponentially
Also SIRE is built on Subnet 44 @webuildscore on @bittensor, also operated by @mxmsbt

SIRESep 20, 2025
Nearly 2,000 trades in just 2 months 👀
Result? Our αVault strategy has already more than doubled the bankroll.
ROI: +113.2%
From $10,000 → $21,320
And soon, this strategy will be live in the first αVault.
Bankroll progress below ⬇️
1/3 🧵

2.85K
Team $CHZ has one of the great moats in consumer crypto, the trust of top sporting franchises built over the last 6+ years & along side the uptick in on-chain activity, including with $PEPPER, bodes well for the token
However, it is the CEO @alex_dreyfus recent tweets on US Market Entry which is the most interesting
Imagine the LA Lakers or Dallas Cowboys fan token - do you think these franchises would trust ANYONE apart from the de facto king of web3 sports?
Not to mention $CHZ DAT is likely in the works
Hard to fade this one


haitzu researches tokensAug 13, 2025
Many overlook $CHZ in the upcoming retail bull market w/ (i) 6+ years of relationships with the major football clubs like Barcelona, City, PSG, (ii) fully floating and very liquid on Binance/Upbit KRW and (iii) entrance into NBA/NFL perfect for US dominated inflows


2.21K
Team $RON just announced $4.6mm buyback via the RON treasury, aiming to accumulate ~1.3% of circ supply over next 30d


haitzu researches tokensJun 15, 2025
Despite tough price action for $RON, you always want to be long cults; Recent outcry for change from holders i.e more token value accrual, is very positive
this is a core community which had much of their economic / social ties transformed because of Axie / Ronin - this type of lore is incredibly sticky, and holds people together deeper than what anyone of their competitors could establish
It reminds me of early $SNX days, where the deepest connections & returns were made when it was peak pain. The people held strong, and continued building.
However, Trung Jihoz Alex et al are on borrowed time to deliver a sentiment reversal for the $RON people - the existential danger to their community would be the appearance of a strong alternative which chips away attention (Abstract, Avax, B3)
Sky Mavis cannot let this moment pass them by
This is war

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