October. New chapter of @ritualnet. 🕯️ If an agent could prove its code, inputs, and execution environment... I wouldn’t build another chatbot. I’d build an agent that can think, act, and attest. Research. Execute in a TEE. Verify onchain. Wake itself up again. That’s what makes Ritual interesting to me: verifiable AI infrastructure for agents that can actually operate. The question isn’t what AI can say. It’s what you’d leave running when you don’t have to blindly trust the operator. What would you leave alive this October? 🌀

Static checks find missing pieces. Tests find wrong behavior. Your Ritual dApp needs both. 🧵 At last week's Office Hours, we walked through 5 checks you can run on a Ritual project without a testnet endpoint. Here is what each one looks for.

AIRDROP $JUMP

NFTs have always shown everything. @fungolabs is asking a different question: what if the NFT mints sealed? Built with @zama FHE. Every mint is encrypted on Ethereum. The contract can compute on the traits without ever reading them. Art stays yours to reveal. The essence stays with the holder. I don't think the picture is the interesting part. The interesting part is an NFT that can still be used onchain while nobody, not even the team, gets to see the stats. That's a very different default from "mint, reveal, list." Worth watching from day one.

How we use Zama ? → Every NFT mints sealed and is encrypted onchain using Zama’s FHE. → The contract computes on data it can never read. → Its look and essence are determined by FHE randomness. Nobody gets to choose. Not even us. 🟨 Built with FHE on @zama.

70% of the supply burned. Price only moved ~30%. So what exactly did @streamflow_fi accomplish? I think the answer is more interesting than “token burn = bullish.” Streamflow just burned 699.99M STREAM, 100% of the tokens held by the Foundation. That’s roughly 70% of the original 1B supply. And with no mint authority, total supply is now permanently capped at 300M STREAM. Burn tx: solscan.io/tx/4rbViHbmCV35tt… The founder also returned ~90% of his personal allocation, with part burned and part returned to the team bucket. So the biggest change isn't today's price. It's the removal of a massive future supply overhang. Before: 1B supply → large Foundation treasury → future distribution/selling uncertainty. Now: 300M max supply → no mint authority → Foundation treasury gone. That's a much cleaner supply equation. But here's my personal take on what happens next. I don't think the burn itself is the main STREAM thesis. The burn has basically finished the supply-side reset. Now comes the harder part: Can Streamflow turn real platform usage into sustained demand for STREAM? If Streamflow continues expanding its token infrastructure, grows its user/project base and increases protocol revenue, the combination of: Fixed 300M supply - growing usage - stronger token utility - revenue-driven staking could create a much more interesting supply-demand setup over the next few years. My base case is that STREAM gradually moves from being valued mainly on tokenomics narratives toward being valued on actual protocol activity and value accrual. The bullish scenario is simple: More projects → more usage → more revenue → more STREAM demand while supply can no longer expand. The risk is equally simple: A smaller supply means little if demand doesn't grow. So I'm not bullish because 70% was burned. I'm interested because the burn removes the dilution question and puts the focus entirely on execution. Streamflow has basically removed the easy excuse. Now let's see what they build with the remaining 300M. streamflow.foundation

Locked in! @Jez_Cryptoz knows something!

Binance continues to work alongside SSI in Vietnam. 🇻🇳 At Agentic Trading Edge 2026, the two brought together perspectives on AI, markets and digital assets, marking another step in their collaboration in Vietnam. The part that caught my attention: Binance Agent OS Showcase. AI Agent + Market Data + Wallet + Execution. Binance is connecting the pieces. Agent OS brings together APIs, MCP, Skill Hub and agentic wallets, connecting AI agents to market data, tools and execution within permissions defined by the user. The interesting shift: AI is moving beyond analyzing markets to interacting with them. It’s not just about giving AI more intelligence. It’s about giving agents the right tools, access and boundaries to operate. And that’s where agentic finance starts getting interesting.

GA PaperDAO 3 WL spots 📄 ———— ✦ ———— A PAPER meme and a little something for the timeline How to enter: → Follow @paperdao_xyz & @daosdotworld → Like & RT → Drop your best caption for this meme 3 spots. 3 winners. Ends in 24h. Good luck!

This is the part of @papertrade_xyz I find genuinely interesting: Trader losses aren't just losses. They become part of the mechanism that bootstraps the LP and generates solana:4SNHBM2axbPCNXHrPPNLtdCRmnQVkq9cfFTyrJpJpump. That creates a very different incentive structure from the usual: raise → seed LP → subsidize liquidity → hope for volume PaperTrade is basically asking: Can trading activity bootstrap its own liquidity? And @paperdao_xyz is taking that experiment one step further by coordinating the capital side. Definitely worth watching from day one. Still Early. Be Early. DYOR. NFA.

My Collector Score: 1,936 · Connoisseur. Scored on how I collect, not how much I own. Check yours via @CuratedApes:

Hope I get approved for this one 👀 Been watching @FomiesNFT closely.

hoping Republic has a big surprise waiting for me. 👀 3,111 VP committed on @legiondotcc Republic. 12.65x multiplier. 39,354 effective draw weight. 56 Ores, including 1 Legendary. 🟡 did the work. stacked the weight. now we wait. $JUMP Republic raffle, make it a good surprise pls.

Ritual tokenomics are finally here. 🕯️ @ritualnet @ritualfnd And honestly, I’m excited about this. A few numbers immediately stand out: → 18% unlocked at mainnet → 0.5% Day Zero community airdrop → 14% Network Participation & Future Incentives → All insider tokens locked for at least 1 year → Locked tokens cannot be staked → EIP-1559 burn mechanism And the airdrop isn’t simply rewarding recent activity. It recognizes people who actually contributed to Ritual before there was even a token: Infernet operators, Frenrug users, long-time community members and ambassadors. Most importantly, 0.5% is the Day Zero airdrop, not the entire community allocation. There’s still 13.5% reserved for future network programs. This is the tokenomics reveal I’ve been waiting for. Ritual is getting real. 🌀 gRitual.

Big one for @PortaldotL0 👀 Registration is officially open for PortalDOT Hacker House 2026. And this time, @cris_thedev and I are joining the build. We’re ready to learn, build, experiment and see what we can ship on PortalDOT V3.0. If you’ve been waiting for the right moment to build on PortalDOT, this is it. Let’s build together.

join the hunt @MMWverse . 🕵️ hunter info received. identity verified. clearance approved. now waiting for the next command.

GM CT ☕️☀️ Its officially a new day here in Asia and first day of Uptober 🫡 Couldn’t have asked for a better way to start the month with an absolutely incredible WIN alongside @MintedNFTs 🏆 Huge thanks to @0itsali0 @jellonft and the entire Minted team for everything you’ve done and continue to do for this space 😍 What a way to start the month Uptober is already looking good 🔥 LFG 🚀

RWAs are all the rage. But do you know what your tokenized stocks actually represent? We've looked at all the top platforms for tokenized equity: what backs each token, what rights you get, and where you can trade it Here's your guide👇