genuinely innovative defi product, with actual utility, composability and high but safe yield. Own money. https://x.com/aliaian/status/2100621259599937689?s=46
Theses & replies
its like net, but with a unique angle it seems, worth digging in. https://x.com/aliaian/status/2100621259599937689?s=46
Just realised 1confirmation is directly behind this. VC fund that invested in polymarket, opensea, dydx, etc first use case of tokens backed by real world collectibles. their main coin. free.
- 1/1 GPU signed by Jensen + paired to NVIDIA Stock - Grail is backed by 1confirmation, top tier vc, one of the first backers of Polymarket (they are posting it, directly, see their X) - followed by a ton of good names, including head of crypto at visa, 1confirmation, and a few top founders - Grail has no token, this is their first Robinhood pair...
So many nuggets here - 1/1 GPU signed by Jensen + paired to NVIDIA Stock - Grail is backed by 1confirmation, top tier vc, one of the first backers of Polymarket (they reposted Jensen earlier too) - followed by a ton of good names, including head of crypto at visa, 1confirmation, and a few top founders - Grail has no token, this is their first Robinhood pair. So this is their main bet, trading at 500k Remember Long?
Have a look at who these guys are https://x.com/1confirmation/status/2099977320249569455?s=46
token backed by a Jensen signed GPU + paired with nvidia on RH Literally tokenized Jensen. Check who the backers of Grail are
game
@game_for_one
Emporia Capital·Member
billions
- Trades
- 2K
- Swaps
- 3.4K
- Volume
- $5.3M
- Avg hold
- 2.5d
- Total PnL
- +$282.8K
Top closed
Updated 6h ago606 closed · top 5 by realized PnL
- $ORGO closed Jan 25 · in $29.3K +$24K+82%
- $Molten closed Feb 11 · in $11.4K +$23.9K+209%
- $Cred closed Jul 28 · in $46K +$23.1K+50%
- $KellyClaude closed May 19 · in $12K +$19.9K+166%
- $KellyClaude closed Feb 24 · in $61.1K +$15.8K+26%
Active holdings
Updated 6h ago$405.7K total · 24 tokens
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USDC #1Value $393.3K 393.3K USDCProfit —
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own.money #2Value $12.4K 4M MONEYProfit +$5.4K+77%
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Solana #3Value $12 0 SOLProfit -$39-0.1%
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USDC #4Value $11 11 USDCProfit —
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Value $2 0 METAProfit —
Value at the latest price. PnL is realized + unrealized on the current position, and % is of the amount invested in it. "—" means fomo has no entry price, so PnL can't be worked out.
On fomofeed
- Theses
- 9
- Replies
- 0
- Tokens
- 2
- Avg position
- $11K
- Median PnL at post
- +83%
- Last thesis
- 7h ago
Chains
- 9
Fades on their calls
all →No fades on their calls yet.
