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smallcapscience

@smallcapscience

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Thesis calls
21
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Past bets that played out

These are the clearest thesis calls with observable outcomes, linked back to the original videos.

OLPopen

Tweet highlights a reported security exploit/hack at Ostium that caused a loss of funds from a public OLP vault; team paused trading contracts to contain it. No public-market ticker is referenced; this is primarily actionable for crypto DeFi exposure/risk management rather than equities.

Mentioned: Jul 16, 2026, 3:40 PM EDTConviction: 60 / 100
Source: Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jul 16 Wow, this @Ostium hack stings. Been insanely sick this week so just...
RIOTopen

Tweet previews major U.S. crypto legislation (to be introduced 6/7/2022) covering commodity vs security definitions, stablecoins, CBDC framework, and NFT guidance. No specific bill text, tickers, or positioning guidance is provided—actionability is mainly “watch for regulatory clarity/overhang changes.”

Mentioned: Jun 17, 2026, 10:55 PM EDTConviction: 22 / 100
Source: Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jun 4, 2022 One of the largest pieces of crypto legislation will be introd...
MARAopen

Tweet previews major U.S. crypto legislation (to be introduced 6/7/2022) covering commodity vs security definitions, stablecoins, CBDC framework, and NFT guidance. No specific bill text, tickers, or positioning guidance is provided—actionability is mainly “watch for regulatory clarity/overhang changes.”

Mentioned: Jun 17, 2026, 10:55 PM EDTConviction: 22 / 100
Source: Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jun 4, 2022 One of the largest pieces of crypto legislation will be introd...

Latest videos and market context

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Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jul 20 Which AI Models are the best for DeFi/Crypto expertise? 20 1 19 8.3K

Jul 20, 2026, 5:57 PM EDT

The source is a question asking which AI models are best for DeFi/Crypto expertise. It contains no market claims, catalysts, tickers, or actionable trading information.

Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jul 16 Wow, this @Ostium hack stings. Been insanely sick this week so just...

Jul 16, 2026, 3:40 PM EDT

Tweet highlights a reported security exploit/hack at Ostium that caused a loss of funds from a public OLP vault; team paused trading contracts to contain it. No public-market ticker is referenced; this is primarily actionable for crypto DeFi exposure/risk management rather than equities.

Can we all agree that @axios is a worthless now and move on? Their only intention is to move markets with fake trash ...

May 28, 2026, 3:32 PM EDT

The source is an opinionated complaint about Axios alleging “fake trash reporting” intended to move markets. It contains no specific claims, events, tickers, or actionable market-relevant details beyond a negative view of a media outlet.

Every single DeFi Team needs to be formulating a defensive plan of action for next week. https://t.co/hfZS0A4g7W

May 28, 2026, 2:43 PM EDT

Generic warning that DeFi teams should prepare a “defensive plan” for next week; no specific catalyst, protocol, or asset mentioned. Interpretable as near-term risk-off sentiment for DeFi tokens.

Proof-backed call history

These are recent thesis calls tied to original source content where available.

OLPopen

Tweet highlights a reported security exploit/hack at Ostium that caused a loss of funds from a public OLP vault; team paused trading contracts to contain it. No public-market ticker is referenced; this is primarily actionable for crypto DeFi exposure/risk management rather than equities.

Mentioned: Jul 16, 2026, 3:40 PM EDTConviction: 60 / 100
Source: Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jul 16 Wow, this @Ostium hack stings. Been insanely sick this week so just...
RIOTopen

Tweet previews major U.S. crypto legislation (to be introduced 6/7/2022) covering commodity vs security definitions, stablecoins, CBDC framework, and NFT guidance. No specific bill text, tickers, or positioning guidance is provided—actionability is mainly “watch for regulatory clarity/overhang changes.”

Mentioned: Jun 17, 2026, 10:55 PM EDTConviction: 22 / 100
Source: Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jun 4, 2022 One of the largest pieces of crypto legislation will be introd...
MARAopen

Tweet previews major U.S. crypto legislation (to be introduced 6/7/2022) covering commodity vs security definitions, stablecoins, CBDC framework, and NFT guidance. No specific bill text, tickers, or positioning guidance is provided—actionability is mainly “watch for regulatory clarity/overhang changes.”

Mentioned: Jun 17, 2026, 10:55 PM EDTConviction: 22 / 100
Source: Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jun 4, 2022 One of the largest pieces of crypto legislation will be introd...
CMEopen

Tweet previews major U.S. crypto legislation (to be introduced 6/7/2022) covering commodity vs security definitions, stablecoins, CBDC framework, and NFT guidance. No specific bill text, tickers, or positioning guidance is provided—actionability is mainly “watch for regulatory clarity/overhang changes.”

Mentioned: Jun 17, 2026, 10:55 PM EDTConviction: 26 / 100
Source: Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jun 4, 2022 One of the largest pieces of crypto legislation will be introd...
HOODopen

Tweet previews major U.S. crypto legislation (to be introduced 6/7/2022) covering commodity vs security definitions, stablecoins, CBDC framework, and NFT guidance. No specific bill text, tickers, or positioning guidance is provided—actionability is mainly “watch for regulatory clarity/overhang changes.”

Mentioned: Jun 17, 2026, 10:55 PM EDTConviction: 28 / 100
Source: Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jun 4, 2022 One of the largest pieces of crypto legislation will be introd...
COINopen

Tweet previews major U.S. crypto legislation (to be introduced 6/7/2022) covering commodity vs security definitions, stablecoins, CBDC framework, and NFT guidance. No specific bill text, tickers, or positioning guidance is provided—actionability is mainly “watch for regulatory clarity/overhang changes.”

Mentioned: Jun 17, 2026, 10:55 PM EDTConviction: 32 / 100
Source: Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jun 4, 2022 One of the largest pieces of crypto legislation will be introd...
ETH-USDopen

A social post claims Solana is highly “extractive” and dominated by rugs/scams. It’s a negative sentiment take on the Solana ecosystem with limited actionable specifics (no new data, catalyst, or timing).

Mentioned: Jun 17, 2026, 10:54 PM EDTConviction: 35 / 100
Source: Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jan 2, 2025 Solana is the most extractive blockchain I’ve ever seen. It’s ...
SOL-USDopen

A social post claims Solana is highly “extractive” and dominated by rugs/scams. It’s a negative sentiment take on the Solana ecosystem with limited actionable specifics (no new data, catalyst, or timing).

Mentioned: Jun 17, 2026, 10:54 PM EDTConviction: 44 / 100
Source: Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience Jan 2, 2025 Solana is the most extractive blockchain I’ve ever seen. It’s ...
SNXopen

Generic warning that DeFi teams should prepare a “defensive plan” for next week; no specific catalyst, protocol, or asset mentioned. Interpretable as near-term risk-off sentiment for DeFi tokens.

Mentioned: May 28, 2026, 2:43 PM EDTConviction: 26 / 100
Source: Every single DeFi Team needs to be formulating a defensive plan of action for next week. https://t.co/hfZS0A4g7W
COMPopen

Generic warning that DeFi teams should prepare a “defensive plan” for next week; no specific catalyst, protocol, or asset mentioned. Interpretable as near-term risk-off sentiment for DeFi tokens.

Mentioned: May 28, 2026, 2:43 PM EDTConviction: 28 / 100
Source: Every single DeFi Team needs to be formulating a defensive plan of action for next week. https://t.co/hfZS0A4g7W
MKRopen

Generic warning that DeFi teams should prepare a “defensive plan” for next week; no specific catalyst, protocol, or asset mentioned. Interpretable as near-term risk-off sentiment for DeFi tokens.

Mentioned: May 28, 2026, 2:43 PM EDTConviction: 30 / 100
Source: Every single DeFi Team needs to be formulating a defensive plan of action for next week. https://t.co/hfZS0A4g7W
AQN.TOopen

A qualitative complaint that X (formerly Twitter) algorithmic feed creates an “echo chamber,” reducing exposure to diverse/contrarian content. No financial data, catalysts, or tradable signals provided.

Mentioned: May 27, 2026, 6:41 PM EDTConviction: 32 / 100
Source: The X Algo turns your timeline into one massive echo chamber. It was so much better when my timeline was full of fres...

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