RWA talk moves fast, but we’ve been missing a dashboard you can actually vibe with. Just noticed @coingecko added RWA Charts, tokenized mcap, 24h volume, token count, sliced by asset type or issuer, from 24H all the way to Max. There’s an RWA API too if you want the same feed in your own stack. Live tape rn: – $8.47B tokenized mcap (+1.3% 24h) – $1.53B tokenized volume (+10.5% 24h) Notable metrics so far: – Commodities still sit on most of the stack (Tether, Paxos, Kinesis) – Stocks + ETFs punch way harder on volume than their mcap share – BTech, Robinhood Europe, xStocks, Coinbase show up on the tape while Ondo / Tether hold AUM If you track RWA, this is the cleanest place I’ve found to see both on one screen.

Remember when I first heard about how @FlareNetworks makes XRP programmable, I already thought it was a strong idea with a lot of room to grow. FXRP is a 1:1 representation of XRP on Flare. $XRP stays on XRPL. Flare is the layer that lets that XRP sit inside smart contracts. They shipped that product a year ago today. They shipped that product a year ago today, so i want to check did they use their own data layer to build the next pieces, or did they mint a wrap and stop. Here’s a few things you can actually look up: - FTSO and FDC sit in consensus. Flare does not rent an external oracle. FDC proves the XRPL payment before FXRP is minted. - Agents are overcollateralized, with challenge proofs and liquidation. XRP sits in the Core Vault. Excess is time-locked in native XRPL escrows and released one batch per day. - Smart Accounts: XRPL is the control layer, the memo carries the instruction, FDC proves it, and a 1:1 proxy executes. One signature since July. Vaults shipped before that door opened. - ~24,000 smart accounts. 40M+ XRP earning through Xaman and D’CENT. FXRP in DeFi went from 82M to 144M between February and July. FIP.16 is the economic pipe. Inflation 5% → 3%, cap 5B → 3B. Fees now flow into FIRE from minting, destination tags, FDC, and redemptions. FCC is the same foundation, pointed at the next layer. Songbird first: confidential compute tied to verified inputs. That was a solid year of building from Flare. If you like XRP sitting in a wallet, this will not move you. If you like XRP doing something bigger, you should pay more attention to Flare, imo.

100% RTP on @biggerz Originals is live, so I actually played a few Mines rounds. Zero house edge on the originals. That’s the part that made me open the board. They’re also running a $1,000 giveaway w/ 10 winners, $100 each. Start playing and join the GA here: biggerzplay.com/jkzovookc

Bitget just got hit for ~$350M. That only makes me more bullish on near:native. Your coin should be your key. If you’ve used near[.]com, you already know what I mean. > you get CEX-level UX: swap, perps, RWAs, yield, send > you hold the wallet, control the account. > privacy features no CEX can actually offer. Sorry if you got caught in the Bitget hack. User funds may be covered, but the lesson is still here. It’s time to move - your coin, your key!

Ppl keep asking me what to buy when the market is hitting up through the last couple of weeks. But when I told them $Hype, $Near, $Uni, they didn’t want to it because they saw them already went up a lot. What they actually want is a token still sitting at the bottom. Something that barely moved while everything else was ripping. Winners keep winning, losers keep losing. > Winners: go up when BTC goes up, dip a little when BTC drops, bounce hard when BTC recovers. > Losers: go up a little when BTC goes up, drop hard when BTC drops, sit still when BTC recovers. Don’t want to buy the top is a common mindset and it always makes people miss wave 1-3 of the bull run. And when they stay out of wave 1-3, seeing others flexing profits, they can’t stay out anymore, then they jump in at wave 4-5 and the market reaches the top. Remember that you get paid for taking risk!

Built ethereum:0x152649ea73beab28c5b49b26eb48f7ead6d4c898 | @PancakeSwap thesis last month, and ethereum:0x152649ea73beab28c5b49b26eb48f7ead6d4c898 already went from $1.4 to $2.7 rn (~2x) but I think ethereum:0x152649ea73beab28c5b49b26eb48f7ead6d4c898 potential is far beyond. Tokenomics 3.0 is what makes ethereum:0x152649ea73beab28c5b49b26eb48f7ead6d4c898 different from last cycle: – residual emissions cut hard: August minted only 674k CAKE vs 2.75M burned – weekly buybacks and burns funded by real product revenue: 60.9M CAKE burned (~15.6% supply) Where the buyback, burn comes from: – Spot AMM: 15–23% of trading fees (~95% of the burn came from core AMM fees) – Perps: 20% of profits – CAKE Pads: 100% of launch fees – Lottery: 20% of Cake played – Prediction: 3% of each round PancakeSwap is now the #1 venue for bStocks with 41%+ volume share. The whole loop: Usage → revenue → weekly burns → tighter float. So, if you are looking for a token holding thru the bull and bear, I think $cake is a good pick.

Just jumped into the UEFA Nations League Bet Race on @biggerz. $50k pool, 250 winners, $10k for 1st. Runs 24 Sep – 8 Oct. How it works: – Only real-money bets on Nations League matches count – $0.01 wagered = 1 point – Need 20,000 points to qualify – Odds must be 1.30 or higher – Pre-match and live both count once the bet settles Not trying to win the whole thing. I’ll keep size small, stick to matches I actually watch, and see where I sit on the board. If you’re already on BiggerZ this window, worth placing a few UNL bets and climbing with it. Join here: biggerzplay.com/jkzovookc

the more I dig into hyperliquid, the more bullish I get on $hype, even at ATH atm most of the apps with largest user in crypto are already routing flow through HL builder codes: fomo → builder codes metamask → builder codes phantom → builder codes near → builder codes trust wallet, rabby, axiom → builder codes builder codes → more volume on HL → more fees → more $hype burn. what if X → builder codes? $hype is coded!

I bet most of you are sleeping on $FLR | @FlareNetworks. XRP is one of the most widely held assets in crypto w/ 100B+ mcap (top 5). But as we know the problem was never demand, it was the rail. Non-EVM kept real DeFi off XRPL. That’s why Flare has arguably become the most important thing happening to XRP - the layer has coined and shipped XRPfi. Last month, Sentora just cleared FXRP as collateral in a ~$280M RLUSD vault on Morpho. ~$7M RLUSD already borrowed against FXRP ~89.7% utilization But what I’m literally impressed is how they are turning that flow native on XRPL that you don’t jump to an EVM wallet. - You stay on XRPL - Underneath: XRP → FXRP on Flare → collateral → RLUSD out - Mint, route, borrow stay under the hood Tbh, i’m not a tech guy to talk abt it. But making lending native on XRPL is an insane idea but actually works. I think Flare already proved that it’s an infra XRPL can’t ignore.

it's genuinely funny that some people think we've already 'pumped' what we've seen over the past few weeks is NOTHING compared to what's coming Q4 is going to be the most face-melting quarter this industry has seen in years the kind of rally that makes you question why you ever doubted crypto imagine 10/10 now imagine the exact opposite for bears reverse 10/10 that's Q4 and when it starts, it's going to move MUCH faster than most people expect being underpositioned when the real move begins is going to hurt A LOT you've been warned

Privacy narrative is everywhere right now with $ZEC and $VVV leading. Ethereum itself is also pushing the privacy lane, but it probably never becomes a privacy chain in the Zcash/Monero sense. The chain stays public underneath while an entire privacy layer gets built above it. Wallet privacy, private orderflow, shielded transfers, encrypted balances, private execution, private DeFi, selective disclosure… are some of the privacy tech I can name. Somehow almost every piece of that stack went from research to something usable in 2026. @fluidkey has 28K+ users, generated 1.4M+ privacy-preserving addresses and processed $900M+ transfers using stealth addresses. Meaning you can receive money without permanently doxxing one reusable wallet to everyone paying you. @RAILGUN_Project gives Ethereum an actual shielded asset layer too. A 2026 study looked at 186,356 unshielding spends across RAILGUN/Hinkal and found real-world constraints reduced average anonymity sets by ~40-59%. 3,679 txs ended up with 10 possible senders or less. 1,228 had an anonymity set of one. FHE finally started looking less like cryptography twitter fanfic. @zama | ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 launched confidential USDC yield through a Steakhouse/Morpho vault where individual positions stay hidden while aggregate information can remain public. – $40M+ shielded TVL in ~7 weeks – $65M+ total shielded two days later They’ve also shown confidential OTC settlement with GSR, confidential payroll/payments and encrypted tokens. @theInterfold is building encrypted coordination where multiple parties can compute on private inputs using FHE + ZK + threshold MPC, without trusting a single operator or TEE. Mainnet Alpha is live with 512K+ $FOLD bonded to ciphernodes and 4.53M+ delegated, with auctions, private voting and shared analytics coming next. @aztecnetwork is attacking general private execution. Its Alpha is already connected to Ethereum with real staking, governance and user txs, but the network is unaudited, privacy isn’t fully hardened and meaningful secrets shouldn’t live there yet. @fhenix raised $22M+ for CoFHE infrastructure, but current deployments are still largely on testnet. @inconetwork went another direction and leaned more on TEEs for encrypted computation, announcing confidential tokens on Base mainnet in September. @ethereumfndn’s Kohaku is trying to build privacy-first wallet tooling, but the repo still says major parts are WIP, unaudited and not production ready. The thing with privacy is companies don’t necessarily need anonymous money. They need payroll, treasury balances, trade size, inventory, collateral and counterparties to NOT be broadcast to the entire internet while still keeping settlement auditable. Ethereum privacy rn is basically at the point where the edge pieces are becoming real, but the center is still unfinished. And there probably won’t be one winning privacy primitive. > ZK for proving private state transitions. > FHE for computing over encrypted balances/state. > MPC/threshold crypto for distributed key authority. > TEEs when latency matters more than pure cryptographic trustlessness. > private mempools for hiding intent before execution. > stealth addresses for unlinkability. Ethereum underneath all of it for public settlement. That’s also where Ethereum has a pretty unique edge.

$UNI just broke $10 I laid out a month ago. Last cycle, Uni missed the token capture value layer but still outperformed the entire market. Now v4 fee switch finally gave the token a claim on the flow Uniswap already owned. So why still miss-priced on $uni? – 30d volume $92B (was $54B) → ~$1.1T annualized – protocol rev ~$16M last 30d / ~$405k yesterday vs ~$325k/day back then – Robinhood still the engine: ~$149M of 30d fees, ~$9.5M of protocol rev $20–$25 case still needs a fatter rev base. But the cheap governance-token version of $UNI is gone.

A milestone for another of our European products: the Bitwise NEAR Staking ETP has passed USD 100 million in assets under management. Thank you to our clients and investors, and to everyone building around @NEARProtocol. 𝘔𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘤𝘢𝘵𝘪𝘰𝘯. 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘵 𝘳𝘪𝘴𝘬.

So I tried $near intents....UI is fucking CLEAN. You you use your device's biometric data or existing passkey as sign in. Set up is literally in seconds then proceed to do swaps or perps as you normally would. The thing is, people are thinking of $NEAR only as $ZEC beta...and that is indeed one aspect....but the truth is no one actually fucking uses $ZEC and it makes no meaningful revenue. People ARE using $NEAR intents for private swaps/perps bc you can clearly see the near intents chart going parabolic like @Trader_XO posted this morning. Revenue is going parabolic too.

I don't see a market where $NEAR won't continue to outperform as Intent's volume rises alongside the bull market. - TVL at $340M (ATH) - Fees for the quarter crossed $4M - Intent's volume crossed $1b last week Also consider that tokens are fully unlocked, so there's no VC dump overhang. $NEAR to $10