Personally, I think
Hyperliquid S2
Yeet
Almanak
Solstice
Xeet and Wallchain
For Hyperliquid, I think most of CT will keep on fading it like they did with S1.
If you are doing hyperliquid, touch other Perps like
Lighter (points system is hard)
Pacifica
Variational
Extended
Yeet, Almanak and Solstice are pretty much similar plays; Onchain and Social contributions.
Yeet has a 2% to Kaito yappers with very high yap threshold.
Almanak has a hybrid campaign on Cookie as well as a new Pendle pool. My goal her is top 100 on the cSNAP LB and 10k Almanak points
Solstice has a compounding effect in that you nail the flares campaign and compete for 1% of $SLX on Xeet (for top 100 creators). Also, you position for @xeetdotai drop too.
Personally Xeet and Wallchain are going to be strong betas to Kaito.
I think they would both use the Kaito playbook; NFT and token.
Just position as best as you can.
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