[ - BidClub Liquid Feed - ]

Public

View Channel

30.2K

27.6K

Can't Join? @BidClub_Liquid_Feed

2.9k Members

Updated: May 12, 2026 at 12:27 PM

[ - BidClub Liquid Feed - ]

The best curation of mid-to-long-form buyside liquid token ideas in the market today — from x.com and bidclub.io . We do not endorse content posted. Not financial advice. To recommend a good post, dm @BCFeedBot on tg or tag @bidclubio on x.com

@BidClub_Liquid_Feed is a growing community focused on from and midtolongform and related topics

Ranking

Global Ranking

#456

Language Ranking

#45

Category Ranking

#23

-1

Participant Growth (Last 11 Days)

Total: 2.9K

24h growth: +0 0%

Latest Posts

[ - BidClub Liquid Feed - ]

May 11, 2026, 03:02 PM

💡 Ticker: $RNGR
💰 Price: $N/A 🟢LONG
📊 Market Cap: N/A | FDV: N/A

Summary: RNGR is positioned as a cross-chain DeFi aggregator, abstracting complexities and consolidating liquidity across Solana and Hyperliquid perps, offering significant upside from its assumed $15M ICO FDV due to strong revenue potential and favorable comparable valuations.

TL;DR:
• RNGR aggregates perps (Drift, Jup, Flash, HL) and swaps (Titan), abstracting complex strategies like Delta Neutral and iceberg orders to enhance user experience and protocol resilience during outages.
• At an assumed ICO FDV of $15M, base case price targets are 2.6x based on comparable MetaDAO projects, with potential for 3-5x from volume scaling and up to 6x (or 29-49x with ambitious revenue capture) through sustained execution and fee accumulation.
• The revenue model captures 0.05% fees on routed perp volumes and 0.1% on spot swaps, with projections to scale from initial $7-15k daily fees to Vooi-comparable $125k/day ($46M annualized), potentially driving a 9-15x FDV increase based on 3-5x P/S multiples.
• Key catalysts include expanded Solana aggregation (Bulk, Pacifica), speculated prediction markets, API access, smart order routing, and potential fee buybacks, which are believed to be unreflected in current pricing.
• Risks include potential volume constraints from Solana network congestion or dominant protocols, delays in post-TGE integrations, competition from protocols like Jupiter developing internal aggregation, and market dynamics impacting post-ICO sentiment and aggregator multiples.

Source: https://www.bidclub.io/posts/cmiprykfz0000k4ztzpi0am28

🫡 Sponsored by https://sosovalue.com/ and https://quartalyst.com/
🔅 To recommend a good post, dm https://t.me/BCFeedBot on tg or tag https://t.me/bidclubio on http://x.com/

1,790

[ - BidClub Liquid Feed - ]

May 11, 2026, 03:02 PM

💡 Ticker: $ETHFI
💰 Price: $0.68 🟢LONG
📊 Market Cap: $416.0M | FDV: $682.4M

Summary: http://Ether.fi/ Cash is emerging as a leading non-custodial crypto neobank, demonstrating strong product-market fit, significant growth metrics, and competitive advantages, providing a compelling bullish case for the ETHFI ecosystem.

TL;DR:
• http://Ether.fi/ Cash has scaled rapidly to over $7 billion in ecosystem TVL and $156 million in card-specific balances, processing $114M+ in total spend with 1.4M+ transactions by Nov 2025, validating demand for DeFi neobanking.
• Its 'spend without selling' model offers unique value by allowing users to borrow against staked/restaked assets while still earning yield (up to 7%+ total returns with 3% cashback and 4% annual yield on principal).
• Differentiators include full self-custody, deep DeFi integration (LST/restaking yields up to 11.8% APY), real credit against collateral, and a strong narrative aligning with liquid restaking.
• The 'Triple Dip Event' (staking/restaking yield, card rewards, fiat on-ramp boost) creates a reflexive growth flywheel, attracting new users and boosting liquidity and transaction volume for the ETHFI ecosystem.
• The platform aims for 30% profit margins from diversified revenue streams, reinforcing its sustainable growth potential and market leadership in non-custodial cards.

Source: https://x.com/stacy_muur/status/1992524768772554824

🫡 Sponsored by https://sosovalue.com/ and https://quartalyst.com/
🔅 To recommend a good post, dm https://t.me/BCFeedBot on tg or tag https://t.me/bidclubio on http://x.com/

[ - BidClub Liquid Feed - ]

May 11, 2026, 03:02 PM

💡 Ticker: $ZEC
💰 Price: $730 (recent high) 🔴SHORT
📊 Market Cap: ~$11B | FDV: ~$13B

Summary:
Zcash’s 1,460% surge has pushed FDV into delusional territory relative to its actual fundamentals. Mining economics signal a classic PoW “Hardware–Price Scissors” trap, network security is dangerously thin for a chain this valuable, and real on-chain demand remains anemic. The current valuation is built on celebrity-driven narrative, not sustainable usage or security.

TL;DR:
• Unsustainable mining economics — ZEC’s PoW incentives currently allow 105-day payback and ~350% APY, one of the most extreme in PoW history. This level of ROI always collapses as hashrate floods in.
• Classic “Hardware–Price Scissors” setup — miners are ordering machines at peak mania, but when 2026-delivery ASICs come online, hashrate will explode while price can't keep up. Miners get double-killed (price drop + difficulty spike).
• Network security is alarmingly weak — ZEC’s entire network hashrate equals a mid-sized BTC mining farm. A 51% attack theoretically costs single-digit millions—absurd for a chain with $10B+ FDV.
• Usage does not justify valuation — only 15k–18k tx/day, 90% of tx remain transparent (not private), and real adoption is tiny relative to price action.
• Narrative inflated by Naval, Mert, Hayes, but fundamentals show no corresponding improvement in economics, security, or adoption.
• Re-rating downward is the rational outcome once emotion fades.

Source: https://x.com/Laaaaacieee/status/1991325687148675330

🫡 Trade $ZEC on http://definitive.fi/
🫡 Find latest IR info on http://quartalyst.com/
🔅 Recommend a good post: DM https://t.me/BCFeedBot on Telegram or tag https://t.me/bidclubio on http://X.com/

[ - BidClub Liquid Feed - ]

May 11, 2026, 03:02 PM

💡 Ticker: $ZK
💰 Price: $0.04 🟢LONG
📊 Market Cap: $296.2M | FDV: $860.0M

Summary: ZKsync is positioned for long-term accumulation, evolving into a privacy-first, compliant, and interoperable Elastic Network of ZK chains, with strong institutional traction and a clear path to value accrual through its ZK token.

TL;DR:
• ZKsync is transforming into an "Elastic Network" of ZK chains, emphasizing privacy, compliance, and interoperability, boosted by the Atlas upgrade's >15k TPS, ~1-second proofs, and full bytecode-level EVM equivalence.
• The network has a proven fee base of ~$60M, with a potential $1.6-1.9B annual interop revenue from per-message tolls and an enterprise ARR opportunity of $10-20M per bank for multiple Prividium chains, with ZKnomics aiming to link these revenues to token buybacks/burns and staking rewards.
• Significant institutional traction is evident through Deutsche Bank's Project DAMA 2 (a compliance L2), Prividium for regulated entities, and over $3.5B in secured assets, including $1.7B from Tradable private credit, validating its product-market fit for RWA tokenization.
• ZKsync differentiates with native privacy, interop, and account abstraction compared to peers, but faces risks including delays in decentralizing sequencing/proving, governance activation of token utility, and successful conversion of institutional pilots into scaled deployments.

Source: https://www.bidclub.io/posts/cmi7h2z7o00013gpi1yw9clxk

🫡 Sponsored by https://sosovalue.com/ and https://quartalyst.com/
🔅 To recommend a good post, dm https://t.me/BCFeedBot on tg or tag https://t.me/bidclubio on http://x.com/

[ - BidClub Liquid Feed - ]

May 11, 2026, 03:02 PM

💡 Ticker: $GNS
💰 Price: $1.50 🟢LONG
📊 Market Cap: $41.1M | FDV: $41.1M

Summary: Gains Network's gTrade protocol (GNS) presents a compelling long opportunity due to its robust fundamentals, deflationary tokenomics with significant buyback and burn, consistent product-market fit, and outperformance against peers despite competition.

TL;DR:
• gTrade is a highly capital-efficient trading protocol offering up to 1000x leverage across 290 assets, generating $111bn in cumulative volume and $67m in fees since October 2021, proving strong PMF and resilience against new competitors.
• Currently trading at a P/E of 2.5x with $15.3m in annualized fees (30-day average), Gains directs 55% of fees ($8.4m) and ~15% of negative trader PNL ($2.3m) to token buybacks and burns.
• The tokenomics result in an annualized deflation rate of ~29.5% based on recent 30-day performance, leading to a projected burn of total supply by February 2029 if current rates persist.
• The v10 upgrade enhances the protocol from a pure borrowing-fee to a scalable funding-fee model, expanding appeal beyond short-term scalpers to longer-term directional traders, and the roadmap includes volatility perps and multi-collateral trading.
• Despite risks like vault drainage (mitigated by safeguards) and competitive threats (resilience proven), GNS has outperformed peers (GMX, ARKM, AEVO) since its BBB program inception in Nov 2024, showing structural upward price pressure.

Source: https://www.bidclub.io/posts/cmht6fraf0001ylqwqs8z6f01

🫡 Sponsored by https://sosovalue.com/ and https://quartalyst.com/
🔅 To recommend a good post, dm https://t.me/BCFeedBot on tg or tag https://t.me/bidclubio on http://x.com/

[ - BidClub Liquid Feed - ]

May 11, 2026, 03:02 PM

💡 Ticker: $HYPE
💰 Price: $38.67 🟢LONG
📊 Market Cap: $10.55B | FDV: $38.95B

Summary: The Hyperliquid Research Collective (HRC) aims to enhance transparency and information dissemination for $HYPE, thereby reducing its "Token Risk Premium" and driving a significant re-rating of its valuation to align with traditional equity comparables.

TL;DR:
• HRC addresses critical challenges for Hyperliquid ($HYPE) including information asymmetry, fragmented data, and distribution bottlenecks, which currently suppress its valuation.
• By providing structured reporting, valuation frameworks, and ongoing coverage, HRC seeks to centralize high-quality information and lower the perceived market risk of $HYPE.
• A reduction in market risk is expected to decrease the "Token Risk Premium," allowing $HYPE to trade at higher valuation multiples, comparable to traditional finance equities like $HOOD or $COIN.
• The initiative aims to broaden global awareness of Hyperliquid, attracting institutional investors and Wall Street capital, emphasizing its strong fundamentals and real cash flows as a prime candidate for crypto exposure.

Source: https://x.com/HyperliquidR/status/1990738447569694886

🫡 Sponsored by https://sosovalue.com/ and https://quartalyst.com/
🔅 To recommend a good post, dm https://t.me/BCFeedBot on tg or tag https://t.me/bidclubio on http://x.com/

View on X (Twitter)

[ - BidClub Liquid Feed - ]

May 11, 2026, 03:02 PM

💡 Ticker: $CFG
💰 Price: $0.16 🟢LONG
📊 Market Cap: $90.3M | FDV: $108.4M

Summary: Centrifuge ($CFG) is presented as an undervalued RWA infrastructure leader, having matured into a production standard with significant onchain TVL, robust multi-chain accounting, and upcoming governance reforms (CP171) to align all ecosystem value to the token, suggesting a strong long opportunity.

TL;DR:
• Centrifuge ($CFG) has transitioned from a RWA pioneer to a production-ready, multi-chain accounting system with over $1.3B in onchain TVL.
• The v3.1 upgrade automates critical financial processes across multiple chains (Ethereum, Base, Arbitrum, Plume, BNB Chain, Avalanche, Solana), enhancing reliability and composability through deRWA tokens (ERC-4626/ERC-7540).
• Valuation of ~$120M market cap is deeply discounted compared to peers (Securitize, Ondo), despite matching or exceeding them in fundamentals and traction.
• Upcoming CP171 governance reform will consolidate all economic value and protocol fees to $CFG, transforming it into a revenue-linked infrastructure asset.
• Key risks include governance centralization post-CP171 and regulatory friction, but the bull case projects $CFG as the default standard for tokenized fund distribution.

Source: https://x.com/stacy_muur/status/1986422043940622445

🫡 Sponsored by https://sosovalue.com/ and https://quartalyst.com/
🔅 To recommend a good post, dm https://t.me/BCFeedBot on tg or tag https://t.me/bidclubio on http://x.com/

[ - BidClub Liquid Feed - ]

May 11, 2026, 03:02 PM

💡 Ticker: $AVNT
💰 Price: $0.65 🟢LONG
📊 Market Cap: $169.0M | FDV: $655.0M

BidCast: Episode 35 - October 28th - $AVNT With Sehaj (CEO and Cofounder of Avantis)

TL;DR:
In this episode of BidCast, Jason Kam interviews Sehaj, the founder of Avantis, discussing the platform's trading volume, unique features like avUSDC, risk management strategies, and future growth plans. They delve into the dynamics of DeFi trading, the importance of market makers, and the innovative zero fee perps model. Sehaj shares insights on user acquisition strategies, the integration with the Base App, and the tokenomics surrounding Avantis, including upcoming airdrops and buyback strategies. The conversation highlights Avantis' commitment to creating a user-friendly trading experience while managing risks effectively.

Source: https://youtu.be/7jb6C1uben4

🫡 Sponsored by https://sosovalue.com/ and https://quartalyst.com/
🔅 To recommend a good post, dm https://t.me/BCFeedBot on tg or tag https://t.me/bidclubio on http://x.com/

[ - BidClub Liquid Feed - ]

May 11, 2026, 03:02 PM

💡 Ticker: $ENA
💰 Price: $0.50 🟢LONG
📊 Market Cap: $3.59B | FDV: $7.53B

Summary: A long thesis on Ethena's ecosystem, particularly the HyENA product and hUSDe synthetic dollar, which leverage USDe as collateral for delta-neutral perp trading, positioning Ethena and Hyperliquid for significant success.

TL;DR:
• HyENA and hUSDe are innovative products developed by Ethena and Hyperunit teams, poised for short-term success through HIP-3.
• hUSDe is a yield-bearing synthetic dollar on Hyperliquid, backed by delta-neutral strategies, utilizing USDe as collateral for perp trading.
• The long leg of hUSDe can be deployed in DeFi for enhanced returns (e.g., staking, LSTs), creating a fully on-chain, yield-bearing stablecoin.
• The collaboration between Hyperliquid-aligned Liminal and Ethena provides strong distribution and robust underlying mechanisms.
• Despite being early stage, the strong traction of USDe suggests significant potential for HyENA and hUSDe, driving value to the Ethena protocol.

Source: https://x.com/GLC_Research/status/1982850977439871183

🫡 Sponsored by https://sosovalue.com/ and https://quartalyst.com/
🔅 To recommend a good post, dm https://t.me/BCFeedBot on tg or tag https://t.me/bidclubio on http://x.com/

View on X (Twitter)

[ - BidClub Liquid Feed - ]

May 11, 2026, 03:02 PM

💡 Ticker: $CLANKER
💰 Price: $114.52 🟢LONG
📊 Market Cap: $113.0M | FDV: $113.0M

Summary: Clanker ($CLANKER) is a strong buy due to Farcaster's acquisition and new tokenomics, which direct two-thirds of protocol fees to programmatic buybacks and burns, positioning it as the cleanest proxy for Farcaster's growth amplified by Coinbase's Base App integration.

TL;DR:
• Farcaster's Oct-23/24 acquisition of Clanker ($CLANKER) hard-switched token economics to a buyback meta, with 66.7% of protocol fees now used to buy and hold/burn $CLANKER, making it a direct, programmatic beneficiary of platform usage.
• As Farcaster has no token and Coinbase's Base App explicitly surfaces Farcaster + Zora in-feed, $CLANKER is the cleanest public proxy for growth in that ecosystem.
• Daily fees have surged, hitting $200K-$300K in recent days and peaking at $700K on October 25, implying $60M-$150M+ of annualized burn if sustainable.
• Sustaining $250K daily fees at a 7.5x Price-to-burn multiple suggests a 5x upside for $CLANKER, drawing a parallel to the Graphite Protocol ($GP) dynamic that topped out at 8.5x burn.
• Key risks include throughput risk if Farcaster/Base App distribution under-delivers, execution risk with manual buybacks needing automation, competitive responses from platforms like http://Pump.fun/, and general regulatory/PR overhang.

Source: https://www.bidclub.io/posts/cmh7kcj3p00006lpc7g54nh1m

🫡 Sponsored by https://sosovalue.com/ and https://quartalyst.com/
🔅 To recommend a good post, dm https://t.me/BCFeedBot on tg or tag https://t.me/bidclubio on http://x.com/

Showing 10 of 10 posts

No more posts

Loading posts...

Rating

User Reviews (0)

No reviews yet. Be the first to share your experience!

Loading reviews...

Related Telegram Channels

FEATURED

CryptoMania

1.1k0

FEATURED

Loading recommended channels...

[ - BidClub Liquid Feed - ]

[ - BidClub Liquid Feed - ]

Ranking

Participant Growth (Last 11 Days)

Latest Posts

Rating

User Reviews (0)

Related Telegram Channels

CryptoMania

CRYPTO FEATURES FREE SIGNALS

Effective Crypto & Forex Community🎖

Crypto Verse

CRYPTO PUMPS POLONIEX

Airdrop Foster

istanbulblockchainweek

Toko RootSec Bot 📱

Related Telegram Channels

CryptoMania

CRYPTO FEATURES FREE SIGNALS

Effective Crypto & Forex Community🎖

Crypto Verse

CRYPTO PUMPS POLONIEX

Airdrop Foster

istanbulblockchainweek

Toko RootSec Bot 📱

User Reviews (0)

Latest Posts