So, let's look at Union and Caldera. We'd start with Caldera. @Calderaxyz is simply an infra that allows projects deploy their own chain according to their own terms. In addition to the rollup engine, Caldera has the Metalayer that helps connect these chains together. Chains using Caldera's infra @apecoin @KintoXYZ @MantaNetwork @OpenZkNetwork @huddle01com @townsxyz Caldera has a robust ecosystem as well as numbers that matter • 550M+ transactions processed • 75+ blockchains deployed • 17M+ wallets onboarded • $1B+ TVL secured To understand Caldera's value props, you have to picture the thesis for rollups. When crypto goes mainstream, rollups will be as numerous as websites. It is a long term shot tbh but a valid one. With Caldera at the heart of the rollup infra, there is a chance to scale this and build a sustainable business. Something @jimmyboolish is grinding out. In the short term, Caldera needs a few killer apps to cement its PMF and ensure its business enters an autopilot mode like Kaito. Personally, I don't want Caldera being the home for general purpose rollups as this would make it the Pumpfun for rollups (in a bad way). Even at that, this is a revenue beast as Caldera has many avenues to make money off its services. As for the $ERA token, I think it stands a chance if revenue is aligned towards it. Also, as the Caldera ecosystem gets larger, ERA holders and Caldera users should in theory be eligible for airdrops. A typical example is Kaito.......as long as the project keeps being profitable, the flywheel is valid and all that is left is to feed the community. Caldera's alignment with Kaito makes me certain of a crazy TGE at some point in time---probably soon. If you want to keep up with Caldera, pay attention to these yappers @OxTochi @banditxbt (dude dropped a banger thread) @NiphermeDave (should have his own rollup) @thegreatola @73lV_ (also a strong Union preacher) For Union, the playbook is slightly different @union_build aims to use ZK proofs to unite all chains be it Cosmos, EVM, MOVE or SVM. At the moment, Union is compatible with Berachain Xion Sei Corn Stargaze Stride Babylon. So far, Union is responsible for over 90% of BTCfi TVL via Babylon. We are also expecting integrations like Solana Bnb (confirmed) Sui Aptos Monad Union aims to remove bridges and is a strong competitor to the likes of Layerzero. If it kicks in and captures a decent amount of market share, this could be a no brainer play. My bias towards Union is its smooth testnet play and Kaito yapping program. It's testnet while stressful has the perk of giving a fairground to small and big accounts given the absence of referrals. Union has probably around 200k+ wallets which makes it quite underfarmed. Another northstar is the team, particularly @0xkaiserkarel who's been a very prominent leader for the community to look up to. Personally loves the way he carries the community along with efficient communication. Other strong northstars are Union's affilations Sloth Mammoths ZK Goblin Whalesharks (Genesis NFT) V on Vana While this isn't inherently a big deal, it is a strong signal for credibility and covalent bonds, Personally, I'm looking forward to the U combinator projects which I believe should be value bringing to Union. Union Yappers include @winner_asd @goku_xc @0xjayn3 I think Union feeds testers and yappers real good. So yeah, these are my thoughts as regards upside for both projects. Once you can link stuff together, you can get your reasons as to why a project might be a big deal short term or in the long run.