My <$100m Market Cap Tokens Tier List 🧵 Bull 🐂 @MagicNewton $NEWT: A bet on AI automation + a maturing AI on-chain infrastructure. It's still trading ~60 % below its June ATH, lots of room to run. @Chromia $CHR: Relational L1 with lots of bullish triggers coming (physical AI, DB integration). Up ~50 % in the past month + fully vested. @WalletConnect $WCT: Product with strong PMF and rising revenue. Underwent a correction and broke out of the range now. @peaq $PEAQ: A bet on DePIN narrative. The price has been consolidating and is now making higher highs. @nillionnetwork $NIL: I'm betting on Nillion to win the privacy race with their "blind computer" vision. Strong community + bullish TA. Crab 🦀 @Sagaxyz_ $SAGA: The tech is promising, and they have great yield opportunities through their Liquidity Layer. It's down bad from ATH and unlikely to trade near it again. @humafinance $HUMA: The PayFi narrative is strong and has potential with stablecoin adoption. But I don't like the float and tokenomics, risk of lots of sell pressure. @AvailProject $AVAIL: Big ambitions in modular DA, but the price action isn't following the market. But I still believe in the team. @sparkdotfi $SPK: It's a yield hub for stablecoins with big potential. I'm concerned about tokenomics and increased competition in this niche. Bear 🐻 @Humanityprot $H: The proof-of-identity narrative seems still in the infant phase for me. The tech has fundamental problems and needs improvements. @QuaiNetwork $QUAI: It has failed to gain meaningful adoption or developer traction. The market is realizing that, and the price is stagnating. @zora $ZORA: The 'coin that' thing seems like an artificially inflated narrative by the Base team. A memecoin-style playbook. @Scroll_ZKP $SCR: Questionable tokenomics + overcrowded L2 narrative. It's fundamentally weak with virtually no activity and use cases. What did I miss? Hope you enjoyed this post and found some new VALUABLE information. If you wanna support me, I'd appreciate a like, reply, and RT <3