rough current ranking of my conviction/upside in the popular coins: 1. VVV - perfect space/narrative -- AI, consumer, privacy, no censorship, growth just started, minds will be huge, team is crazy, the perfect and only retail available play to bet on model commoditization which is now pretty consensus across the industry (ie. companies will move to cheaper oss models vs all usage going to frontier) and <$1b for AI adjacent co w/ 3M+ users is insanely cheap -- tokenomics are strong and will get stronger over time imo 2. NEAR - brings usable privacy and omnichain app access to everyone (humans and agents) -- one stack to trade privately on polymarket, hyperliquid, do payroll via stablecoins and transforms crypto from a fragmented UX disaster to a usable ecosystem -- lots of AI / agent leaning tech (Near AI cloud which powers venice, ironclaw etc), super scalable and best team in entire space (insanely cheap at sub 2-3B valuation imo, seeing strong growth and making great progress towards deflation) -- overall super unique chain 3. HYPE - potential to change the entire finance industry -- decentralized everything exchange, HIP lets it expand and scale effortlessly -- amazing tokenomics (all fees get burned but higher valuation - 65B), getting noticed by wallstreet -- either will get more adoption or be contested by centralized players like kalshi depending on regulation 4. ZEC - deeply and purely crypto-native play, has strong team/attention and is different/better vs BTC in the sense that it has true privacy and quantum resistance, not bad bet at only 7.5B val for true privacy 5. XPL - bet on stablecoin adoption and tether wanting more control over their dominance, plasma one brings tokenomics (lock for benefits) -- young protocol in a large space at a good valuation but needs more value accrual to token ($1B) 6. WLD - KYC and agent identity will only become a bigger and bigger concern, has chance of mass adoption given its openai/sam altman connection but $6.2B valuation makes it higher risk/reward, most unproven of the lot, pretty bad tokenomics right now