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🚨 ALERT: MEET THE COINLAUNCH AMBASSADOR PROGRAM For the first time, CoinLaunch is launching its Ambassador Program We’re looking for creators who are researching and sharing crypto projects, airdrops, TGEs, Perp DEXs & early-stage opportunities We’re building around one simple idea: grow the community together. 🤝 We welcome teams, influencers, researchers & builders who are creating, researching and sharing the next wave of crypto opportunities If you’re building with us, we grow with you. 🫡 Want to learn more and become part of our team? DM us. 💬
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.. ... / - .... .. ... / --- -. - .... . / -.. . .--. .- .-. - -- . -. - / .... .- ... / --- .--. . -. . -.. / .- -. / --- ..-. ..-. .. -.-. .. .- .-.. / -... .-. --- .- -.. -.-. .- ... - / -.-. .... .- -. -. . .-.. .-.-.- .- -. -. --- ..- -. -.-. . -- . -. - ... / .-- .. .-.. .-.. / -... . / -- .- -.. . / - .... . .-. . / .-- .... . -. / -. . -.-. . ... ... .- .-. -.-- .-.-.- ..- -. ..-. --- .-. - ..- -. .- - . .-.. -.-- --..-- / - .... . -.-- / -- .- -.-- / -... . / -. . -.-. . ... ... .- .-. -.-- .-.-.- t.me/fomiesofficial
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Day 2 at the Department of FOMO. 23,000+ applications. One printer fighting for its life. Please form an orderly panic.
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Meta's new VR Glasses weigh 100 grams, five times less than a Quest 3 The battery and processors sit in a puck on an optical tether, clipped to your belt $1,299.99, shipping Spring 2027 Quest 3 for reference about 515 grams, and all of that weight rests on your face and neck The 100g comes from relocating components, Apple took the same route with the Vision Pro battery pack; Meta moved the processors out too 5K micro-OLED display, Snapdragon Reality Elite, eye and hand tracking with no controllers. Hologram calling is built in Meta is selling an FDA-cleared hearing enhancement feature as a $149.99 software add-on to glasses you already own. HSA/FSA eligible, no clinic visit
Yoon Park (박동윤)
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Paradex and Backpack both airdropped 25% of supply Paradex's pool is worth $9.5M today. Backpack's is worth $242M Same percentage, 25x apart Hyperliquid gave 31%. That pool is worth $29B today The percentage is the single least informative number in a tokenomics announcement What each drop is worth now: ▪️ Hyperliquid, Nov 2024: 310M HYPE to ~94,000 wallets. At $93.66 that's $29B, roughly $309k per wallet average ▪️ Aster: 53.5% on paper, but only 704M tokens unlocked at TGE. At $0.71 that day-one pool is $500M, the rest vesting over 80 months ▪️ Backpack, Mar 2026: 250M BP, now $242M at $0.9668. BP is at an all-time high today, up 109% in a week ▪️ Paradex, Mar 2026: 250M DIME, now $9.5M at $0.038. Down from $0.060 four days ago ▪️ Variational, Q4 2026: 32%, fully unlocked at TGE, FDV not set > Aster's 53.5% headline came with the tightest day-one float of the five > Paradex matched Backpack's 25% and paid 25x less, because DIME's entire FDV is $38M Insider allocations, same five: ▪️ Hyperliquid: 23.8% core contributors, no VC bucket, nothing raised externally ▪️ Backpack: 0% tokens to team or investors, who hold equity instead ▪️ Aster: 5% team, one-year lock ▪️ Paradex: 25.1% core contributors plus 13.4% to Paradigm shareholders ▪️ Variational: 50% team and investors, on $50M raised No project here published an official points-to-token rate, so per-point value can't be calculated from public data, only pool totals can. And these span two years of very different markets
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OpenAI pushed its IPO to 2027 and named safety as the reason Altman to Fortune, Sept 12: an IPO now would be an "ill-advised moment" On Sept 23 he took it to the UN and named two failure modes Losing control of the future. Or one company using AI to impose its worldview Eleven days between those two, and in the middle: Anthropic shipped Claude Opus 5.5, described on its own launch page as "our first release since we called for pacing the frontier" Two competing labs landed on the same word inside two weeks. At OpenAI it came with a price tag deferring a listing is a dated decision with a cost Whether the 2027 window holds, and whether pacing survives a competitor who doesn't adopt it
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CoinLaunch Space retweeted
Gud luck. fomies.family
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CoinLaunch has been processed by the Department of FOMO Case 3016835784. Whitelist pending. Nothing will happen fast. Fomies made the points grind part of the bit, the intake form counts how many people saw your posts about Fomies Free mint. Supply, date and team not disclosed Our filed statement, for the record: " ******* Still clicking" fomies.family/?ref=115ae93a1…
Phase 1 opens tomorrow.
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Variational set its $VAR TGE for Q4. 100% of treasury revenue goes to buy and burn It publishes no revenue, not on DefiLlama, not anywhere 100% of an undisclosed number carries no information. Hyperliquid runs the same mechanic on $60.6M in verifiable 30-day revenue Tokenomics: > Genesis airdrop: 32%, by points, fully unlocked at TGE > Team and investors: 50%, locked 12 months, vesting 3+ years > Ecosystem reserve: 18% > Points continue at 150k/week until TGE When we ranked perp DEXs by fee capture this week, Variational had to be left out of the table entirely.DefiLlama tracks its volume and its $939M open interest, and nothing else Hyperliquid launched with no VC allocation. Backpack's TGE gave 25% to the community and zero to founders, team or investors.Variational raised $50M led by Dragonfly, so investors need an exit. The comparison still lands Variational says buyback and utility details come before TGE. Bullish
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🔍 AI Digest September 21-24 by CoinLaunch GPT-6 Astra drove a real Toyota Corolla through a cone course, the only model to finish Both major players in the AI race released new models on the same day
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The UN Security Council seated US and Chinese frontier labs at the same table for the first time > Sam Altman (OpenAI) , Anthropic > DeepSeek, Moonshot Convened under France's September Council presidency, on AI and international security
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GPT-6 Astra drove a real Toyota Corolla through a full obstacle course, the only model tested by DrivingBench to complete the course > 130m of traffic cones, parking lot Corolla running comma > hardware: steering, throttle, brakes Model issues one command at a time inside a chat session > Finished on attempt 2, in 5:22 Every other model failed before halfway
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GPT-6 Astra vs Claude Opus 5.5: Which Is Better? According to Anthropic, on FrontierCode, Opus 5.5 at default settings beats Astra’s best result at around 1/5 of the cost. On Terminal-Bench, it matches Astra at around 40% of the cost. Astra holds a lead only in scientific research. On FrontierCode and GDPval, Opus beats Astra’s best scores at ~1/5 the cost.Benchmarks didn’t crown a champion but Price almost did Do you switch to Opus by default, or still run Astra on research workloads?
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Why was a US ETF possible for hyperliquid:native? 🔍 What is it: a US-listed ETF that gives you exposure to HYPE through a regular brokerage account no wallet, seed phrase, or crypto exchange required. The $200M AUM is the amount of capital currently held in the ETF. 🔍 Why they chose Hyperliquid? Two key metrics: Open interest: $8.8B. OI is the value of positions that are currently open. Unlike trading volume, it cannot be inflated as easily through constant opening and closing of positions it represents capital that is actually at risk. 🔍 Hyperliquid alone has more OI than all other perp DEXs combined ($15.36B tracked in total). 🔍 $60.6M in holder revenue over 30 days. Trading fees flow into the Assistance Fund, which buys hyperliquid:native on the open market and burns the tokens.All other perp DEXs with a disclosed holder revenue share returned less than $10M combined most tokens have no mechanical link between product usage and token value. That’s exactly why a traditional asset manager was able to build an ETF around it in the first place hyperliquid:native in your wallet or HYPE in the bank on paper?
The Bitwise Hyperliquid ETF, $BHYP, just crossed $200 million in AUM.* Some @HyperliquidX stats that make us bullish: ↳ It commands more decentralized perpetual open interest than all other venues combined. ↳ The platform just saw $217B in 30-day trading volume, more than the next five decentralized venues combined. ↳ It accounts for ~90% of all perp DEX revenue returned to token holders ($52M of $58M, trailing 30 days). Investors are taking notice. We're grateful for the trust they’ve placed in Bitwise to manage their exposure.
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TxFlow has launched a $15,000 “DeFi Veteran” campaign up to $50 in Fee Credits per user The campaign runs from September 20 to October 4 Let’s start with the fact that your reward depends on whether you have traded on competing platforms before 🔹 DeFi Veteran - $50 Fee Credits: your wallet has prior activity on Hyperliquid, Aster, Lighter, Variational, GRVT, Pacifica, or Extended 🔹 DeFi Rookie - $20 Fee Credits: a fresh wallet with no history on these DEXs It’s clear that this is a direct campaign to incentivize traders, as they are paying 2.5x more to attract traders from the platforms they compete with Step by step, here’s what you need to do to qualify for the reward: 1. Connect your wallet to TxFlow for the first time during the campaign (new users only) and click Join 2. Have a net deposit of ≥ $300 USDC at the snapshot 3. Reach $30,000 in perp taker volume, with positions held for ≥ 1 minute Details we recommend not overlooking: 🔹 The limit is 300 participants, on a first-come-first-served basis according to registration time. We think registering early is more important than reaching the volume quickly 🔹 1 credit = $1 in perp fee reimbursement, paid daily in USDC as you trade 🔹 Credits expire 7 days after they are issued. The $50 for Veterans comes as 2×$25, one week apart , so you need to generate enough volume within each 7-day window to actually use the credits, otherwise they expire 🔹 Only trading completed from the day you join the campaign counts toward the volume As a reminder, TxFlow has its own L1 with fully onchain order books: $16.48M OI, $2.23B in perp volume over 30 days, and $752K in fees over 30 days, all of which is protocol revenue (DefiLlama). Will you farm it? Campaign: app.txflow.com/campaign/defi…
Wherever you trade, there are probably things you’d change. We want to know what they are. If you’ve been active on other platforms, we’ve set aside a $15,000 fee credit pool so you can give us a proper try.
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QFEX open interest just crossed $246M, six months after a $9.5M seed 🧨 🟣 $9.5M seed led by General Catalyst, YC Batch X25, Paul Graham and Nexus Ventures backing, $95M valuation. Cambridge mathematician founders; team from Citadel, Jump Trading, Optiver 🟣 24/7 perps on RWAs - stocks, indices, commodities, FX - up to 50x, CLOB with microsecond latency 🟣 DefiLlama confirms $246.54M OI, $5.438B 30d volume 🟣 What is live: a 30%/3%/2% referral commission paid in real money , so anyone handing out invite codes has a financial incentive to do it 🟣 The Variational comparison isn't invented, but Variational raised $50M before its growth phase; QFEX raised $9.5M Data: DefiLlama, QFEX/General Catalyst announcements, Sept 22 @QFEX
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Grayscale AI Compute ETF $GCPU started trading 🔍 GCPU was previously the Bitcoin Miners ETF (MNRS) tracking the Indxx Bitcoin Miners Index. Both were renamed today, so Bitcoin miners weren’t added, they were already in the portfolio 🔍 Grayscale simply changed the fund’s name and strategy. Holdings: ~50% companies directly involved in AI computing (GPU cloud, AI hosting) and ~50% adjacent HPC companies, including miners shifting existing power and land capacity toward AI workloads 🔍 Equity-only, no direct crypto exposure, rebalanced quarterly. Data centers have roughly 6 months of available capacity, new capacity takes 2-5 years to build, and AI infrastructure spending is projected to exceed $1T annually 🔍The bet is on the physical compute bottleneck, not any single AI company. $GCPU trades on NYSE Arca through standard brokerage accounts. Expense ratio: 0.59% Alternatives: $DTCR (0.50%) and $SRVR (0.60%, 62%+ real estate) One thing to flag: it’s a non-diversified fund, and the “miner-to-AI” transition remains a stated plan for several holdings rather than a fully completed shift Would you buy an AI infrastructure ETF that still has Bitcoin miners in it?
Grayscale AI Compute ETF (Ticker: $GCPU) is now trading. Why AI Compute? ⟶ AI's growth is constrained by physical compute. Data centers have just six months of capacity¹, and new ones take two to five years to build². ⟶ AI infrastructure capex is projected to exceed $1 trillion annually³. ⟶ $GCPU portfolio includes native data center businesses, plus operators repurposing existing power and land for AI, including Bitcoin miners. $GCPU offers exposure to AI’s physical layer, now accessible through brokerage or investment accounts. Learn more: etfs.grayscale.com/gcpu
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Jumper TGE incoming and it looks like another token sale 👀 > LIFI (the team behind Jumper) has raised $51.7M total, The XP/Loyalty Pass program running right now reads like pre-TGE positioning > There are community rumors that @jumperapp does a public sale for TGE. they’ll start at a $75M FDV, with 50% unlocked at TGE and a 4-month vesting period. > And if we were in their seat picking the platform, Legion is the obvious fit , not first-come-first-served, which suits a team with this investor profile wanting a clean, sybil-resistant raise rather than a bot-farmed one Nothing confirmed by the team yet , stay tuned
lots of rumours and numbers floating around please be careful and only follow updates from the official @jumperapp account
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