💎 @KaitoAI is taking over – #InfoFi effect is undeniable! You might still be looking for an #AltSeason starting in this cycle, but for me, the alt season you’ve been waiting for won’t happen because it is already here, just in another form: #InfoFi! I think the InfoFi meta is the closest type of what an altcoin season will be. Every participant in InfoFi is benefiting significantly from both the user and project sides. – Users earn huge amounts of money from project #airdrops after helping to increase mindshare. – Projects gain viral community engagement in both pre-launch and post-launch phases. @KaitoAI is the first mover and leading the way. If you compare it to old-school crypto marketing, this is a new model – and it's working perfectly well. Let’s look at some real cases 👇 📚 Infinex (@infinex) – Before partnering w @KaitoAI (mid-May): ~10K followers – Now (June 2025): >83K followers – Growth: +1,560% ▪️Captured major CT attention after hitting Kaito Trending and has held top 1 mindshare multiple weeks. ▪️On-chain interest spiked after key reveals on governance, trading flow, and ve-tokenomics. ▪️Campaigns like Yaprun with Kaito actively incentivize user engagement and ecosystem growth. 📚 Magic Newton (@newton_xyz) – Exploded in traction after the Kaito partnership, currently at ~690K followers – Consistently ranked on the Mindshare Board since the Kaito spotlight (late May) – Impressive activation metrics for the “Verified Agent” campaign → Over 1/3 of campaign traffic came directly from Kaito, and that’s not counting referral traction from Kaito Maxis 👀 Additionally, we’re already seeing major players getting in early on this trend, launching social campaigns on Kaito, including: @Polkadot, @arbitrum, @SeiNetwork, @dYdX, @injective, @Mantle_Official, and @virtuals_io. → Can’t deny it: @KaitoAI is the go-to partner right now 🤝 ✨ For users, by sharing valuable insights on X, #Yappers on Kaito will be rewarded based on their scores and ranks on Kaito leaderboards. 👇 – Top Yappers on @infinex will earn a share of 1b µPatrons (~$6M) in rewards across 3 seasons. – @campnetworkxyz rewards 0.25% of $CAMP to top 50 Yappers + $40K/month until TGE – @Lombard_Finance allocates $1M+ in Yapper rewards through Dec 2025 – @OpenledgerHQ will distribute 2M $OPN to top 200 Yappers + $50K USDT/month to top 50 – @miranetwork just announced 0.5% of total supply to Kaito + Mira Yappers over 2 seasons (Trust me, Mira is one of the most underrated AI layers. I’ll break it down soon.) As for me, since I joined Kaito, I have received: 🔹$3K from the $PROMPT – @AIWayfinder airdrop, 🔹$1K from $BOOP – @boopdotfun, 🔹$2.5K from $LOUD – @stayloudio 🔹$1.3K from $HOME – @defiapp 🔹$300+ from $HUMA – @humafinance and some other small amounts from being top monthly yappers 🔹Huge profits from Virgen points to join @virtuals_io Genesis launch. (not mentioning some other deals with @YapdotMarket) But what excites me the most is the opportunity to connect with other CTs and dive deeper into projects together through discussion and shared exploration 🧠 As of 12/06, over 60 projects are running live Kaito campaigns, offering leaderboard-based airdrops and mindshare bounties. And it’s just getting started... Projects like @cookiedotfun, @ethos_network, and @wallchain_xyz are also being built with #InfoFi at their core – and they’re definitely worth keeping an eye on. #InfoFi is the biggest development in this cycle, and if you miss the InfoFi meta, I'm afraid you might miss out on the entire bull season.

Typical workflow for degen trading just a year ago 👇 > find the token on Dexscreener > check the data on CoinGecko > open another tab like X to research > then jump over to Uniswap or another DEX to actually execute. That fragmentation is becoming much less of a problem now as trading terminals start putting almost everything a trader needs in one place. Fomo is probably one of the clearest examples of that shift. I’ve also been testing Warden Token Terminal - new product from @wardenprotocol with quite a few features already live. Search a token → open the AI analysis → check the key data → see who’s trading and which wallets have positive PnL → execute directly. The terminal currently supports Robinhood Chain, Arc, Base, and BNB Chain - all ecosystems that have been attracting meaningful attention and capital lately. Cross-chain swaps are also supported, pretty much a must-have for any terminal imo. I tested a few trades myself and got quite solid rates. Gas is abstracted from the flow as well, which makes the whole experience feel much cleaner. For each trade, PnL is tracked directly inside the terminal, making it easier to review positions and rebalance the portfolio. After the success of products like Fomo, I think this terminal trend still has plenty of room to run. If Warden continues building out the social trading side well, that may end up being the most interesting layer: discovery → intelligence → execution → feedback, all inside the same loop. Testing a few more trades here: → tokens.wardenprotocol.org/r/…

We don't think of RWA as just tokenized Treasuries anymore! Stocks, ETFs, commodities, and a growing number of issuers are all expanding onchain. Just from the beginning of 2025 to the end of Q1 2026: - Tokenized RWA market cap grew 256.7%, from $5.42B → $19.32B - Tokenized commodities grew to $5.55B - Tokenized stocks went from just $2.09M → $486.7M - Tokenized ETFs also grew from <$1M → nearly $300M - RWA perps alone generated $524.8B in volume in Q1 2026, more than the whole of 2025 combined And while researching this sector, I just noticed @coingecko has a dedicated RWA Charts page that’s actually pretty useful. Rn, I can quickly check: → tokenized market cap → 24H volume → breakdown by asset type / issuer → then switch from 24H → 3M → 1Y to see how the trend is developing No need to open a bunch of different dashboards just to get an initial overview. I think this is probably going into my regular research stack for tracking #RWA from here. Let's explore it 👇 coingecko.com/en/charts/rwa

The biggest CEX hack of 2026 so far 👇 @bitget just confirmed ~$351.6M was drained from part of their hot/warm wallet infrastructure. A few important points: - This was not a private key compromise. According to CEO Gracy Chen, the attacker compromised a backend system within the wallet infrastructure, spoofed transaction data, and then triggered Bitget’s own authorization/signing process to move the funds out. - Deposits + trading on the exchange are still running, while withdrawals are temporarily suspended. There’s currently no confirmed timeline for when they’ll reopen. - Bitget's User Protection Fund currently holds >$464M, enough to fully cover the ~$351.6M loss. - $XRP made up the largest portion, with ~102.93M XRP worth ~$157.5M, followed by ~$85.8M in $ETH and stablecoins. - @BitgetWallet was not affected. Gracy says DPRK-linked hackers are very likely involved, while the preliminary investigation is leaning more toward a supply-chain compromise through a third-party tool than an insider attack. But this is still not final, and we’ll need to wait for the full incident report. The most interesting part to me is that the attacker didn’t even need to steal the private keys. They may have compromised the wallet backend → spoofed transaction data → then made Bitget’s legitimate authorization/signing pipeline transfer the funds out. There’s also a similarity here with the Bybit 2025 hack: Securing private keys alone isn’t enough if the software layer in front of the signer gets compromised. I personally have funds on Bitget as well, and I still can’t withdraw them rn. Hopefully, Bitget completes the security review and gets withdrawals back online soon.

GM! @arc trenches are back 👀 DeFi TVL +21%/day to ~$481M, while DEX vol holds steady around $40M–$80M daily. Like I said, liquidity was always gonna rotate back to Arc sooner or later. Congrats to everyone who kept stacking $ARGUS through the quiet days.

🚗 Would I buy $TSLA here? I decided to throw Tesla into Bybit AI before making up my mind. The interesting part? 🤖 Bybit AI came back Neutral. And I can see why. Tesla is sitting in an awkward spot. The short-term trend has improved, but the stock is getting close to a major technical hurdle around $379. At the same time, the fundamentals aren’t as comfortable as the price action: - Valuation is still extremely high - Operating margins have fallen sharply - Free cash flow has turned negative - But the Cybercab and upcoming product catalysts could completely change the narrative So I’m not ready to call TSLA bullish or bearish. I’d rather watch what happens next. If buyers can take out $379, that would get my attention. If sellers push it back toward $362, I’d want to reassess the downside risk. Basically, Tesla has a lot to prove from here, and the next few catalysts could make the answer much clearer. That’s where I found Bybit AI useful. Instead of giving it a generic “is Tesla going up?” prompt, you can use it to dig into the different factors behind a market setup and then make your own judgment. 🤖 Try Bybit AI: bybit.global/ai 🎁 Register Now: 👉 bybit.global/register?ref=15… NFA, DYOR.

90K+ Uniswap V4 Hooks have been initialized across 20 chains 📊 What caught my attention even more is that >$38B in swap volume has already gone through V4 Hooks, with around $32B coming in 2026 alone. And I think @Uniswap Hooks are gradually becoming a narrative worth tracking on their own. Simple explanation: Before V4, a liquidity pool on Uniswap mostly operated under fairly fixed rules. If a team wanted dynamic fees, MEV protection, limit orders, a custom launch mechanism, lending integrations, or permissioned trading for specific wallets, they usually had to build extra infrastructure or an entirely separate protocol. V4 Hooks change that. You can think of a Hook as a plugin attached directly to a pool. Developers can add custom logic before/after swaps, liquidity actions, etc., while still using Uniswap's liquidity infrastructure and PoolManager. For me, the biggest change isn't really the tech itself. It's that each pool can now become its own financial product. And V4 traction is starting to become meaningful: TVL: ~$1.1B 30D volume: ~$42.5B 30D fees: ~$129M Cumulative volume: ~$451.7B 🔹A few implementations I'm watching: - StablePair Hook Uniswap Labs recently launched StablePair for USDC/USDT and USDC/USDG. Fees are no longer fixed. They adjust depending on how far the pool price moves from the reference rate. It sounds like a fairly boring use case, but it shows how a Hook can turn a normal stablecoin pool into a market maker with its own logic. - DualPool x @sparkfinance Spark has migrated around $150M in stablecoin liquidity to V4. DualPool allows liquidity to stay inside a yield vault when it isn't needed for trading, then pulls capital back into the pool when swaps happen. In simple terms: the same capital can earn lending yield while also serving DEX liquidity. - Angstrom One of the Hook protocols with some of the clearest usage so far. DefiLlama currently shows roughly: ~$290M 30D volume ~$2.9B cumulative volume ~$5.8M TVL Angstrom uses V4 to build an execution layer around MEV, instead of letting all the value from arbitrage flow leak outside the pool. Another direction I find especially interesting is using V4 Hooks as infrastructure for token launches. - @clanker_world on Base Clanker-deployed V4 pools have generated around $90.9M in cumulative trading fees. Current activity has cooled quite a bit from the peak, with roughly ~$328K in 30D fees, but it's still one of the clearest examples of V4 becoming the backend for an entire token launch ecosystem. - @ponsdotfamily V2 on Robinhood Chain Tokens start on a bonding curve, then move into a permanently locked Uniswap V4 pool with a shared Hook after graduation. As of the latest audit through Sep 15, Pons had passed 500K token launches in roughly six weeks, with billions of dollars in post-graduation volume. 🔹 Also sharing a few tokens currently on my V4 Hook watchlist: $UNI: obvious base-layer exposure if the whole V4 ecosystem keeps expanding. robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c: a more direct beta. Hookr is building a Hook marketplace + modular launch infrastructure with anti-snipe mechanics, surge fees, auto-burns, LP rewards, etc. directly inside V4 pools. $CLANKER: exposure to one of the token-launch ecosystems that has already proven it can generate meaningful fees. $PONS: high-beta exposure around the Pons ecosystem on Robinhood Chain. $FLAY: governance token of Flaunch, a V4-native launch protocol. ethereum:0xc20059e0317de91738d13af027dfc4a50781b066: indirect exposure through Spark + DualPool. 🔹 Also found a few early experiments that are pretty interesting: - $FWA / @token_works A completely different use case from a normal AMM. The Hook/pool becomes part of the NFT marketplace economics, while protocol activity feeds buybacks for $FWA. DefiLlama currently tracks around $1.87M in fees and ~$667K in 30D protocol revenue, while Q3 gross protocol revenue has already passed $12M. - $SATO Here, the Hook is basically the monetary engine itself. ETH enters the curve to mint SATO. When users sell, SATO gets burned and ETH is redeemed from the reserve held inside SatoHook, while Uniswap V4 PoolManager acts as the settlement layer. - $LOOP / @lo0pio A V4 Hook lending AMM trying to turn the same liquidity into both trading liquidity and borrowable liquidity. The product is live, but usage is still very early. - ethereum:0xc50673edb3a7b94e8cad8a7d4e0cd68864e33edf / @token_works An experiment where trades routed through the V4 Hook pay a 10% fee, with 8% used to buy CryptoPunks. The broader TokenStrategy economics then use fees for ethereum:0xc50673edb3a7b94e8cad8a7d4e0cd68864e33edf buybacks/burns, effectively turning trading activity into an autonomous asset accumulation strategy. This is also the part that makes V4 Hooks the most interesting to me. These projects aren't really competing to build the same product. They're experimenting with what a liquidity pool can become. Hooks may be where Uniswap evolves from a DEX into infrastructure for building many different types of onchain markets. Stablecoins, RWA, MEV protection, lending + LP, token launches, dynamic fees... all of them can potentially share the same core liquidity layer. But that flexibility also comes with a major problem: 90K Hooks doesn't mean 90K good products. @0xProject recently analyzed 84,163 Hooks across 6 chains and classified: 19.4% as safe 54.2% as malicious 26.4% as likely malicious Uniswap already has Hook warnings and routing allowlists for certain types of Hooks, but with permissionless deployment growing this fast, I think verification, simulation and reputation layers for Hooks could become just as important as the Hooks themselves. So what I want to track is: real product → real usage → real fees → token value capture. If those four pieces start connecting, I think there will be a lot more to dig into around V4 Hooks from here.

Binance will list @HyperliquidX (HYPE) with the Seed Tag applied. More info → binance.com/en/support/annou…

Why is everyone watching Trump–Xi meeting today❓ Current market backdrop: - US 10Y just touched 5.106%, the highest level since 2007 - On Sep 23, the S&P 500 dropped 0.75%, Nasdaq fell 1.13% - while oil jumped nearly 4% as tensions around Iran came back into focus So basically, the market is getting squeezed by: higher oil → more inflation pressure → higher yields → tighter liquidity. Iran, along with trade, Taiwan and AI, is one of the major issues around the summit. If tensions in the Middle East cool down, I think oil is probably one of the first transmission channels worth watching. Oil ↓ inflation pressure ↓ Treasury yields get more room to ease ↓ financial conditions get less tight → risk assets can breathe a bit easier. For crypto, the current setup is even more interesting. bitcoin:native is still sitting around $84K–$86K despite yields staying very elevated. Meanwhile, spot BTC ETFs just pulled in roughly: +$999M on Sep 21 +$714.7M on Sep 22 (more than $1.7B in just 2 sessions) I find institutional demand is still there, but it’s having to fight against a pretty tough macro backdrop. And this meeting could end up helping with several of those bottlenecks (or maybe not...) Anw, I put together a few key points below so it’s easier to follow what actually matters 👇

GBP/USD has been traded for over 100 years! Q: Why do people still call it "Cable"? A: Old nickname – the GBP/USD rate used to be relayed over the transatlantic telegraph cable between London and New York. The name stuck long after the tech didn't. Q: What moves it these days? A: Mostly Bank of England and Fed policy – rate decisions, UK and US inflation surprises, and general risk sentiment. Q: What's new here? A: Bybit listed GBPUSDUSDT as a TradFi Perpetual – USDT-settled, no expiration, tradable 24/7 through your existing Unified Trading Account. Q: How do I actually use it? A: If you expect sterling to strengthen, you go long. If you expect the dollar to win out, you go short. Q: Am I buying actual pounds? A: No. It's a derivative tracking the exchange rate – you never hold GBP or USD directly. Q: What's the risk? A: Leverage – up to 100x is listed on this contract, subject to applicable parameters. It cuts both ways, so margin and liquidation awareness come before position size, not after. Learn more: bybit.global/en/derivative-a… Register & trade: partner.bybit.global/b/24796 #Bybit #TradFi #GBPUSD #Forex #Trading

Robinhood Tokens and What They Do: $PONS : No-code token launchpad, fixed-supply tokens, meme coins, RWA launches & fee revenue $ORBIO : AI credit marketplace, AI agent credits, OpenRouter integrations & tokenized AI assets $INDEX : Tokenized stock dividends, 3% trading tax, dividend distributions to token holders $UP : Native DEX and liquidity layer, V2/V3 pools, dynamic fees & weekly token distribution $PRISM : AI-assisted RWA marketplace, DEX, tokenized real-world assets, launchpad & fee sharing $STATICS : Multi-asset basket infrastructure, DEX markets, Operator NFTs, credit & protocol-owned liquidity $BOW : Non-custodial credit layer, tokenized stocks, RWAs, memecoins & NFTs with isolated markets and lending infrastructure

I usually don’t pay much attention to exchange VIP programs. Mostly cuz “VIP” normally starts with one thing: bring more assets or trade more volume. So this part of the new @MEXC VVIP caught my attention. You now start with an initial M-Score of 350 and can enter Standard without first meeting a specified asset balance or trading-volume threshold. Pretty simple. The benefit I’d probably use the most is the MEXC Card cashback: → Standard: 4%, up to 100 USDT/month → Premier: 6%, up to 300 USDT/month → Elite: 10%, up to 800 USDT/month These rates apply under the applicable Global/APAC Card promotion, so obviously check availability for your account/region. M-Score itself can also move over time based on things like trading, account assets, security settings and daily activity. I actually like this setup more than locking a big balance just to unlock a VIP badge. Get in first, see what benefits you actually use, then decide whether moving up a tier makes sense. If you already use MEXC, probably worth checking your M-Score and current benefits on the VVIP page 👇

GM! Alpha infra for a $10.2B company’s new ecosystem 👀 For more context: Dunamu, the company operating Upbit, South Korea’s largest crypto exchange, unveiled GIWA in September 2025 at UDC 2025. @GIWA_by_Upbit = Global Infrastructure for Web3 Access. An Ethereum L2 built on Optimism’s OP Stack. The broader goal is to build infrastructure for KRW/global stablecoins and financial services onchain. You can roughly think of it as “Korea’s Base”, but with a stronger focus on regulated financial infrastructure. GIWA Sepolia testnet is already pretty active: - ~250M+ transactions - ~150M+ addresses - Dozens of builders/projects publicly deploying across DeFi, infra and consumer apps Ofc, these are testnet metrics and mostly driven by farming activities, as I see. For now, there’s still no official public mainnet date. But below is the alpha list I’m watching to lock in early 👇

Top 7 potential winners I’m watching this szn 💎 Market cap probably matters less in this market than it used to. Strong coins can keep outperforming even when valuations already look "expensive". (just take $HYPE and $ZEC as examples) What I care about more is that the recent run has started to separate tokens with clear narratives + real fundamental changes, instead of every alt pumping together. > 7 coins I’m watching: 🔹 $NEAR NEAR is shifting from an old L1 thesis into Intents + chain abstraction + AI execution layer. NEAR Intents has already started generating real revenue, with the latest 30D showing ~$5.9M gross fees and $1.82M net revenue. More importantly, the protocol is building fee capture + buybacks instead of simply using the AI narrative for marketing. If Intents becomes a default execution rail for users and agents across chains, NEAR could deserve a completely different valuation framework from the last cycle. 🔹 $ARB The new thing about ARB isn’t Arbitrum One. It’s that Arbitrum Chains are starting to become an actual business model. Robinhood Chain uses the Arbitrum stack and remits 10% of net revenue back to the Arbitrum ecosystem. Expansion Program license fees already accounted for 35% of DAO income in July. If Robinhood is only the first major chain among many future enterprise chains, ARB is slowly finding an answer to the monetization problem it has lacked for a long time. 🔹 $ENA ENA is shifting from "Ethena’s governance token" into a much clearer cash flow capture thesis. The new proposal introduces buybacks tied to USDe supply milestones, and after the first milestone, 95% of the net revenue the Foundation receives from 3 core business lines would be used to buy ENA. The thesis is pretty simple now: USDe scales → Ethena revenue scales → ENA buy pressure scales. 🔹 $UNI Uniswap has always had enormous volume, but token capture was almost always the missing piece. After UNIfication, protocol fees are already live across v2/v3 on multiple chains, and the fees collected can be exchanged against UNI that gets permanently burned. V4 expands that surface area further through Hooks + programmable pools, although v4 protocol-fee adapters still need governance activation. Simply put: v4 expands what Uniswap can monetize, while the fee rollout finally gives $UNI a real value-capture layer. 🔹 $AVAX AVAX is entering a new infrastructure upgrade cycle with Helicon. Helicon brings Continuous Execution to the C-Chain, auto-renewed staking, a 48h minimum staking period and dynamic minimum gas pricing. Mainnet activation is scheduled for 22/9, today. The thesis I’m watching is not just TPS. If these technical improvements keep attracting institutional chains, RWA and custom L1 activity to Avalanche, AVAX could get repriced from an "old L1" into an infra asset again. 🔹 $ZEC Privacy monetary premium play. NU6.3 brought the Ironwood shielded pool to mainnet, with formal verification and the ability to independently verify circulating supply integrity after the Orchard issue. After being ignored by the market for a long time, ZEC is showing that once the narrative comes back, an established asset can still keep outperforming even with a large mc. 🔹 $HYPE HYPE is still the benchmark for the thesis: product growth → token value capture. Hyperliquid fees are routed back into community mechanisms, with the Assistance Fund automatically converting trading fees into HYPE and burning them. HIP-3 also enables permissionless perp listings and requires deployers to stake HYPE. HYPE builder codes are now also being widely integrated across Fomo, Phantom, MetaMask, NEAR and more. It has already run a lot, but that is also one of the clearest lessons of this cycle: a winner doesn’t have to be cheap, it needs a flywheel that keeps getting stronger. That said, price has already been the clearest reflection of these catalysts over the past few weeks. So I’m choosing not to FOMO here. I’d rather wait for better entries and keep building my portfolio around the tokens I’ve already identified as potential top performers for this szn.

timeline. ticker. trade.

GM, sharing a few sources for paid deals 💎 (maybe a good fit for small to mid-sized CTs) > @creator_wire App is live, campaigns are starting to show up under the “Opportunity” section. The featured one with @DualMintRWA looks pretty interesting imo. Join directly through the app homepage. > @apcollective Quite a few campaigns are currently live with attractive reward pools through @APCollectiveHub. How to join: - via the public campaign quest links - join Discord - set up the TG bot > @mimix_xyz (prev. Tunnl) They occasionally run pools ranging from a few hundred to a few k $. How to join: directly through the app. Even though the rewards usually aren’t that big, from a few dozen to a few hundred bucks, I still see these as pretty solid and consistent sources of collab deals for CTs.

We have Coinbase, Robinhood and Circle all cooking this cycle! But not all can keep real momentum cuz issuing the asset is easy, getting a user to actually be active is not. So I looked back at the 3 of them to see what’s actually shipping. 🔹 @base / @coinbase Base is Coinbase’s consumer crypto chain, and the layer they are pushing for AI agents to pay and settle on. They issued B20 stock tokens on Base and dropped them into wallets, DEX and DeFi that already exist. Where the chain actually stands: ~$5.95B DeFi TVL ~$5.06B stables, USDC ~84.7% ~$780M DEX volume / 24h ~250k active addresses and ~8.46M tx / 24h – Coinbase itself: 7.6M monthly transacting users in Q2 Agent rail: – x402 has settled ~198.9M payments and ~$52.7M in volume across Base, Solana and Polygon – Base is still the main venue for x402 activity Stock side is still small: – Coinbase stocks went live on Base late August – tokenized equities are still tiny versus Base’s ~$5.1B stablecoin float 🔹 @RobinhoodCrypto / @RobinhoodApp This one is a tokenized stock bet. The Moat of the chain are 28.6M funded accounts and ~$384B on the platform Intended loop: Robinhood users bring stocks onchain → 24/7 trading + lending + self-custody → builders show up → more assets move onchain What actually showed up first: – degens, memes, launchpads – TVL now ~$992M, stables ~$1.05B – RWA active AUM now ~$296M vs the whole Robinhood book – in 74 days it took 7.9% of Jumper’s 30-day volume 🔹 @arc / @circle Wants to be the OS for digital cash w/ USDC as gas. Mainnet went live on Sep 16. BlackRock, DTCC, Visa, Mastercard as validators. Aave, Morpho, Uniswap on day 1. Day-one print: – 7.76M txs – Uniswap volume >$410M – USDC transfers ~$1B – ~$650M USDC sitting onchain – 700k+ new addresses on day one Circle already sits on ~$73.8B USDC globally. Arc only needs a slice of that flow to matter. To wrap up: – Coinbase is using Base to make crypto users and agents transact – Robinhood is using a new chain to put stock tokens in front of brokerage users – Circle is using Arc to turn USDC float into payment and settlement flow All 3 make sense and none of them have closed the loop, imo It’s still early to tell who lasts. I don’t think the winner is whoever issued first or printed the loudest week-one volume. I think it’s whoever makes the asset useful as collateral, tradable across deep venues, and composable with the rest of onchain finance.

$ZEC NFTs list 💎 > Already minted: - @zksnarks_ - Floor is now down to 0.58 $ZEC from 1.5 ZEC mint price - @zec_bit - Floor ~0.3 $ZEC, with some mild FUD from the community - @zecpunksnft - Floor ~$28 > Minting today: @zaddrnet @zecfrogs @ZeckersNFT @ShieldedWizards > Soon: @CypherSquadZec @BITFOOTS_ @zecvisions @Zeccatnft @zkghosts_ @Zdacted @ZecMap_ @Zcashclub @zKult_ Even the #1 ZEC NFT collection, zkSNARKs, is already trading at nearly 1/3 of its mint price. I think most of these projects will probably end up going nowhere. But there could still be a few gems that actually make some $, so just sharing the list here for anyone watching the $ZEC NFT rotation.

GM, $BTC back to $81K+, but I still feel like there're bull trap signals atm👇 - The Fed just hiked rates for the first time in years, kept a hawkish tone, and is still signaling more tightening ahead - 10Y yields remain elevated, not exactly the setup for a sustainable risk-on environment - ETF flows and onchain whale activity are still weak - This bounce looks mostly driven by leverage + a short squeeze, not clean spot demand. Derivatives volume has been running around 4-7x spot during this period - 1 of the most anticipated pro-crypto bills in the US, the CLARITY Act, just failed to advance, and meaningful progress may take a while Still, I'm bullish long term, esp with tokenized stocks gaining momentum rn But this phase feels like a pretty typical move to lure people back into the market. So I'm not FOMOing here, waiting for cleaner setups and better entries. 1 more thing I've realized this cycle: Market cap doesn't matter as much as people think. As long as the narrative is strong and the token economy makes sense, a token can still move insanely hard. I'll update my list of tokens I'm watching to buy and hold this cycle, together with the thesis behind each one, soon. New week, new Ws fam 🤝