SUPRA Just Quietly Became The Most Undervalued L1 – 10 Reasons I’m All In

追加: 2026-05-05

[00:00:00]Sup guys. So today I chose to make one of those videos. 10 reasons why I chose to invest and make content for Supra.

[00:00:08]>> [music] >> But first, a short disclaimer. If you're a coder or interested in coding, there are 100 slots for the big Supra OS alpha. So if you want to see AI agents being revolutionized, join the program, go to supra.com and apply for the alpha.

[00:00:28]That's out of the way, let's begin.

[00:00:32]First reason for Supra, no whales. Let me explain. What you see here is Supra scan. So these are the first 10 addresses with the most Supra holdings.

[00:00:43]If you look at this, we have a 2% of the max supply holding. This is huge. But the thing is, these are not individuals.

[00:00:53]I ran some of those addresses and even Grok could find out that the top addresses are official Supra protocol contracts. So if we go back, the 10 top holders are capped at 1.4% of the supply.

[00:01:08]So even if the last one would be a whale, we are still more distributed than Bitcoin.

[00:01:16]And this is a thing that concerns me all the time. People are celebrating Michael Saylor all the time for buying Bitcoin and holding now almost 4% of the total supply, while BlackRock, so the holy and only good doing company on this planet, also holds 4% of the supply.

[00:01:37]Is this good or is this bad for the network? If you ask me, I'd rather have all the supply being distributed evenly amongst the people than having whales like this. Imagine the BlackRock holders or Michael Saylor even deciding one day, "Nah, I need cash." And then they drop 50% of their holdings. It's devastating.

[00:01:59]And this is one thing we don't have at Supra.

[00:02:04]The second point is the number one selling point of Supra, and that is its vertical approach. There was this post of Vitalik Buterin once saying that L2s that only copy Ethereum make no sense.

[00:02:17]And basically what he said was, "Where Ethereum is going is not the right place. He'd rather have everything on one layer." And this is exactly what Supra is doing. I already made a video about this, so if you want to go deeper into that, go to my channel, subscribe and like, and look for this video with Vitalik Buterin's face on it, and you can see my whole statement about this.

[00:02:45]Next point I want to talk about is no breaches and no exploit.

[00:02:49]Recent week has shown us with the CalpDAO exploit and with Arbitrum being in the game with it, and then you have this massive Polkadot exploit and all these big chains having a big F up in in biblical amounts. And this is what we don't have with Supra, with a little caveat, not yet.

[00:03:11]I still think this is the number one reason for Supra to go down when it goes down. One massive [ __ ] up and new chains like this go into hiding and then slowly and silently die. But I ask Grok, does this have a malfunction or breaches? No.

[00:03:31]So we are fine with that.

[00:03:36]Next thing is my number one selling point. It's the market cap divided by social engagement. I also ran this through the AI, and I compared Chainlink, Pyth, Flare, and Supra. We have all the market caps here with 6.8 billion, million, million, and the 10 or 11 million market cap of Supra, and the recent interactions.

[00:04:01]And if you look at this, market cap divided by social engagement gives me the number 60 million with Chainlink, 4 million with Pyth, 5 million with Flare, and 85,000 with Supra.

[00:04:18]If you don't know what this means, the social engagement for Supra, so people pushing the project and people talking about the project compared to the market cap, is absolutely insane.

[00:04:33]Which means that a lot of people see the potential of the chain, which has not really appreciated in price. And this is a huge selling point in my opinion.

[00:04:47]The next thing are narratives. If you're a regular viewer on my channel, you know that I love talking about narratives, and this is a list from CoinGecko, what are the crypto narratives, top nine narratives of 2026.

[00:04:59]And I marked all the narratives where Supra could play a role. So of course, prediction markets.

[00:05:08]If you don't know or if you live under a rock, with Polymarkets, you can only use these prediction markets if you have oracles. And this is why Chainlink is been talked about so much recently. And these oracles, and I already told you, we have Pyth, we have Flare, and we have Chainlink, we have many more. I also made a video about that. But Supra is in this narrative. So top three narrative, we see Supra.

[00:05:37]Perp DEXes, we have uh Supra liquid, so this is also hit by this narrative. And of course, asset tokenization, real world assets, where also the oracle narrative plays a role. So three of the nine top narratives are hit with Supra.

[00:05:55]I think we have a nice future ahead with this project.

[00:05:59]Let's make a short break of about 30 seconds to talk about something I'm really proud of. So the Tangem team contacted me and asked me if I could be an ambassador for their wallet program, and here it is. With my code Marius, I'm going to post it down in the video's description, you can get 10% off of one of the easiest to use wallets in the whole crypto space. So if you want to support the channel, if you want to support me, go to Tangem, buy a wallet, use my code Marius.

[00:06:30]Thanks.

[00:06:35]Next point I want to talk about is the team and especially the face of Supra, and this can only be Joshua Topkin. So in the Supra website, he doesn't push everyone else into the background, so very humble guy.

[00:06:48]Not all the time, it seems. So he's meme-worthy, there are funny pictures of him, he's a funny backstory. But the thing is, and that's what I want to talk about, the recent video of the face of Cardano with Charles Hoskinson, where he ranted and said so many slurs and curses, it is not really professional.

[00:07:12]Joshua Topkin always enters the stage or in interviews, he is polite, he's calm, and this is what I like about him. He is just working, and when he's talking to people, he stays professional. If you want to have a face for your project, you want something to be professional.

[00:07:32]No silly rants, no crash outs, at least until now. And this is what we have with Joshua Topkin.

[00:07:43]Next point is the secure bridging. So also a unique selling point of Supra.

[00:07:49]They have a lot of cross-chain functionality. It's not the only functionality, but it is one selling point of Supra. And this is a recent post I want to read out to you. Bridge Polkadot just got exploited. An attacker exploited a third-party bridge to mint 1 billion dot tokens on Ethereum. This only works with corrupted bridging and people being able to use this for their own goods. And he also writes later in the post, "Supra does not use traditional risky three-part bridges to connect blockchains. Instead, it utilizes a technology called HyperNova, which acts as a bridgeless or cross-chain communication protocol."

[00:08:34]So far, it sounds so good. There has never been a breach in this bridges, and they are secure until now. And as long as it is this way, I am believing in this project. This is awesome. It's not so cool for Ethereum or for dot, but this is another selling point for Supra.

[00:08:56]We have another technology for bridges.

[00:08:59]Come to us, use our bridging technology.

[00:09:02]Very cool.

[00:09:06]The most obvious I'm going to talk about in the end, and of course, this is the insane upwards potential. In countless videos I talked about that. We have a 10 million dollar market cap. We have a social engagement of projects with thousand times the size. And here with the 10 million dollar market cap, so just do the math. With a 1 billion dollar market cap, which is absolutely possible for a layer one project like this with the functionality it has, this is an easy 100x. If you look in the recent weeks, we have this run-up from 0.0004 to 0.00055, so here also a 25% gain. If you're not a math guy, let me explain. If you had put 10,000 into Supra here and held it for 2 weeks, you had made $2,500.

[00:10:00]And right now with this bottom here, this bottom it's such a rock-solid bottom right now and it's a absolute perfect buying opportunity right now.

[00:10:12]Another selling point for me is we are bottoming right now very clearly and it's a good time to accumulate. No financial advice.

[00:10:24]Well, the last points are rather personal.

[00:10:27]I chose Supra to make content for because I am one of the big ones. If you look for Supra crypto here are the first big videos. 2.5k views, 1k views, 700 views, 2k views and number four is already me. The next one is me. Next one is me. If we go down, we have more. Me, me, me, me, me.

[00:10:54]I am one of the first contributors and I love this. I am at the beginning of something that could turn out great. And if you position yourself at the beginning of something great, it always comes with a risk, but I am willing to take that risk. Why am I taking this risk? This is point number 10.

[00:11:17]So if you've been watching this far, thank you very much, but maybe you will call me an [ __ ] now.

[00:11:23]If Supra fails, the project is really really small right now. So if Supra fails and me as a content creator will stand there and say, "Well, if Supra is gone, what am I doing now?"

[00:11:37]I have no problem here to pivot because it was a tiny project and then I will go into hiding for half a year or 2 months and then I will choose another project my heart beats for. But until then I play this game. If Supra succeeds, I am one of the first contributors and well, if people look it up, they will find my videos and I win because the project grows, my investment grows and of course my invested time in Supra also pays off.

[00:12:12]Both ways, I am fine. Yes, in terrible times like this you have to watch over yourself. This is why the last two points were very personal for me, but I hope I could convince you and if you're already convinced, you might have liked this video. Give me a subscription, push my content, help me out. I'm going to see you on Sunday. Bye.