RWA HAS ENTERED ITS NEXT PHASE RWA is starting to look less like one market and more like several markets forming around the same assets. ✧ @Ondo → tokenized Treasuries and stocks ✧ @Securitize → institutional funds and securities ✧ @binance → bStocks and tokenized equities ✧ @xstocksFi → bringing stocks onchain across multiple networks ✧ @RobinhoodApp → putting tokenized equities in front of a large retail audience The numbers show how quickly this is spreading. RWA.xyz now tracks about $38.5B in distributed RWA value across 210 platforms, with more than 4.5M holders. Most of the money is still in yield-bearing assets. Tokenized U.S. Treasury funds account for roughly $14.8B, with @OndoFinance around $2.7B. Stocks are different. The tokenized-stock market is around $2.92B, but it already has roughly 3.63M holders. @Ondo sits around $837M, followed by bStocks at $685M and xStocks at $344M. So there are two very different demand patterns developing: Treasuries are attracting capital. Stocks are attracting users. Then trading enters the picture. RWA perpetuals have reached roughly $2B in open interest, including about $1.54B in equity perps. That changes what an RWA can actually be used for. ⥤ A Treasury token can generate yield. ⥤ A tokenized stock can give users access to an asset onchain. ⥤ A perp can turn that same asset into a 24/7 trading market. And those are not interchangeable products. Owning a token backed by the underlying shares is fundamentally different from holding a synthetic position that only tracks the stock price. Regulation is beginning to address that distinction too. On September 17, the SEC introduced a temporary five-year Innovation Exemption for certain venues trading tokenized U.S. stocks, subject to conditions covering shareholder rights, issuer objections and the underlying market infrastructure. But there is one number I wouldn’t ignore. Tokenized-stock holders have grown rapidly, while transfer activity has not kept the same pace. More holders doesn’t automatically mean deeper liquidity. That is the part of RWA worth watching. The next stage isn’t simply about getting more assets onchain. It’s about turning those assets into markets people actually hold, move, trade and use. That is where the real competition is starting.

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Crypto Week in Review | Sept 21–27 Market • Bitcoin peaked near $87K, then held around $83K • U.S. spot BTC ETFs booked ~$2.4B the largest weekly inflow of 2026 across 7 straight sessions • HYPE traded up toward $98 • About 4,500 dormant BTC were moved • A 2012 wallet holding 600 BTC became active Hacks & legal • Bitget revised the breach to ~$387.5M and urged THORChain to block attacker addresses; THORChain declined • Circle and Tether blacklisted ~$318K in USDC/USDT tied to the exploit • Zano rewound the chain by about a month after a Gateway Address minting flaw • LayerZero was sued over the $292M KelpDAO exploit • Prosecutors filed to forfeit $84.2M tied to Capstone/EQIBank accounts used in Tether-related payments • The Sixth Circuit ruled against Kalshi on Ohio and Tennessee sports-event contracts • A Coinbase impersonator was sentenced to 4–12 years for a ~$16M social-engineering theft • Galaxy attributed ~40% of Coldcard’s second breach wave to whitehats Institutions & product • Strategy purchased 950 BTC for $75.7M, lifting holdings to 846,000 BTC • Strive purchased 1,355 BTC for $107.7M • BitMine’s ETH treasury reached 5.98M • Binance took a ~$100M equity stake in Circle • ARK tokenized OpenAI and Anthropic exposure on Ethereum • 21Shares listed Europe’s first Zcash ETP • Zcash shielded volume hit a 4-year high • Saylor called for a digital bill of rights • BlackRock proposed stablecoins as rails for AI agents • Cardano enabled ADA payments for AI agents via x402 • Ondo added share-to-token conversions on Ethereum and BNB Chain • A Circle exec said Germany’s draft 50% substitute-basis rule would hit retail hardest • Hegseth disclosed up to $6K in 2025 Bitcoin gains • Russia counted ~20M crypto users holding about $44B Find this useful do well to like and follow

THIS WEEK’S TOP 10 TOKEN UNLOCKS SEP 27 – OCT 3, 2026 More than $230M worth of tokens are scheduled to unlock across these 10 tokens this week. DeFiLlama’s broader 7-day tracker shows around $390M in total. THE 10 TO WATCH: $2Z — Oct 2 ~$97–115M unlock → ~47.7% of circulating supply 1.66B tokens · largest unlock of the week $M — Oct 2 ~$68–69M unlock → ~2.5% of circulating supply $ENA — Oct 2 ~$11M unlock → ~0.45% of circulating supply $KMNO — Sep 30 ~$10.8M unlock → ~2.8% of circulating supply $CARDS — Sep 30 ~$10.7M unlock → ~6–11% of circulating supply $EIGEN — Oct 1 ~$9.7–10.3M unlock → ~4–5% of circulating supply $FF — Sep 29 ~$9.8–10.2M unlock → ~2.4% of circulating supply $GRASS — Sep 27 ~$5.4–6.5M unlock → ~1.55% of circulating supply $ZETA — Oct 1 ~$2.4M unlock → ~2.8% of circulating supply $CHEEL — Oct 3 ~$2.2M unlock → ~0.64% of circulating supply SEPARATE CASES: $HYPE — Sep 29 ~14.2M scheduled · ~$1.2–1.3B on paper This is a vesting limit, not a standard one-time unlock. Actual claims can be much lower. $XRP — Oct 1 Up to 1B XRP can come out of escrow (~$1.5B at current prices). Most is typically locked up again, so the full amount does not become new circulating supply. CBRSB — Sep 30 Cerebras stock lockup, not a crypto token unlock. That’s it for this week’s unlocks. See you next week with another update.

THIS WEEK’S ALTCOIN WATCHLIST These are the tokens I’m watching this week based on product growth, adoption, revenue, tokenomics and upcoming catalysts. ✧ $HYPE - Hyperliquid has real trading revenue and buybacks, while its dominance in onchain perpetuals and expansion into new markets give it multiple growth drivers. ✧ $AAVE - Aave remains one of DeFi’s largest lending markets, with V4 and institutional/RWA lending creating potential new sources of demand. ✧ $MORPHO - Morpho is scaling permissionless lending across chains, with strong deposit and loan growth making its future token value capture worth watching. ✧ $JUP - Jupiter is expanding beyond aggregation into perps, lending and liquidity, giving JUP exposure to several parts of Solana’s trading economy. ✧ $KMNO - Kamino Finance has become a major Solana lending and liquidity layer, with growing usage making its token value capture increasingly important. ✧ $PENDLE - Pendle is becoming core infrastructure for trading future yield, while expansion into stablecoin and RWA yield markets could create new demand. ✧ $ONDO - Ondo Finance is one of the major RWA projects, with tokenized Treasuries and broader onchain financial products giving ONDO a clear growth path. ✧ $SYRUP - Maple Finance is building institutional credit infrastructure onchain, with loan growth, protocol revenue and buybacks providing the main catalysts. ✧ $ENA - Ethena is building around USDe and the synthetic-dollar market, where continued supply growth and liquidity could drive more protocol activity. ✧ $SKY - Sky combines USDS, lending and RWA exposure, while its revenue and buyback mechanism give SKY a direct value-capture angle. ✧ $JTO - Jito sits at the center of Solana’s staking and MEV economy, with JitoSOL adoption and network activity supporting the thesis. ✧ $RAY - Raydium remains a major Solana liquidity venue, meaning higher trading activity can directly translate into stronger protocol economics and buybacks. ✧ $AERO - Aerodrome is a major liquidity hub on Base, with veAERO giving holders exposure to protocol revenue as Base activity grows. ✧ $PYTH - Pyth Network provides market data infrastructure across DeFi and financial applications, with wider integrations and fee generation being the main growth drivers. ✧ $EIGEN - EigenCloud is expanding beyond traditional restaking into broader infrastructure, making real application demand and revenue growth the key things to watch. ✧ $ETHFI - ether.fi has built a large liquid-staking ecosystem around weETH, with further DeFi integrations creating additional utility and potential revenue growth. ✧ $DRIFT - Drift Protocol combines perps, spot trading and lending on Solana, giving DRIFT several ways to benefit from growing onchain trading activity. ✧ $TAO - Bittensor has a unique decentralized AI economy built around subnets, making real subnet demand and usage more important than simple AI speculation. ✧ $CRV - Curve Finance remains deeply embedded in stablecoin liquidity, while crvUSD gives Curve another potential source of growth as stablecoin activity expands. ✧ $FLUID - Fluid combines lending, DEX liquidity and leveraged liquidity into one DeFi stack, giving FLUID several potential growth vectors if adoption continues.

launchpads are starting to become markets of their own the interesting part isn’t just how many tokens they launch. it’s where the fees, volume and liquidity are actually flowing. some of the platforms i’m watching: ↳ @ponsdotfamily — Pons | Robinhood Chain ↳ @pumpdotfun — pump.fun | Solana ↳ @flapdotsh — Flap.sh | BNB Chain / EVM ↳ StonkFun | Solana ↳ @RaydiumProtocol — LaunchLab | Solana ↳ BONK.fun | Solana ↳ four.meme | BNB Chain ↳ @BagsApp — Bags | Solana ↳ Meteora DBC | Solana ↳ @JupiterExchange — Jupiter Studio | Solana ↳ @virtuals_io — Virtuals | Base/ecosystem ↳ Clanker | Base ⊹ Pons is the one that really stands out right now. It has been taking a large share of recent launchpad fees on Robinhood Chain, while pump.fun and Flap.sh continue to see strong activity on Solana and BNB Chain. But launch count by itself doesn’t tell you much. A platform can launch thousands of tokens without creating deep liquidity or keeping traders around. That’s why I’m watching: ↳ fees ↳ trading volume ↳ liquidity ↳ graduations ↳ activity after launch This also changes how I look at the competition. Solana still has several major launch platforms, but Robinhood Chain and BNB Chain are building their own launchpad economies. And launchpads are becoming more than just places to create tokens. They can act as distribution layers for an entire ecosystem. The launchpad gets the initial attention. The trading venue captures volume. LPs earn fees. The chain gets users, transactions and activity. ⊹ That creates a much bigger economic loop than simply launching another token. So the question isn’t really: “which launchpad launches the most tokens?” It’s which launchpads can turn those launches into lasting liquidity and trading activity? That’s the part I’ll be watching next.

Aave V4 is quietly becoming one of the more interesting liquidity experiments in DeFi. After Round 16, V4 deposits reached ~$709M across six hubs. But the number I’m watching is Arc. Aave’s Arc Core Hub had already filled its entire 56M USDC supply cap within hours of going live. Now LlamaRisk is proposing to raise that cap to 150M USDC. That’s a $94M increase on Arc alone — the largest single increase in this round. (Aave) And there’s an important detail here: This isn’t simply Aave throwing more liquidity at a new chain. V4 uses a Hub-and-Spoke architecture. Liquidity sits in the Hub, while different Spokes can create specialized lending environments around the same underlying liquidity. That means Arc isn’t just getting another isolated Aave market it is becoming part of a liquidity architecture designed to scale across different use cases. (aave.com) The initial Arc deployment launched with USDC, EURC, cirBTC and WETH. The original USDC configuration had a 56M Add Cap and 51M Draw Cap. Within hours, the 56M supply ceiling was reached. The proposed change takes the USDC Add Cap to 150M, while the current Draw Cap remains unchanged in the proposal. (Aave) That distinction matters. A higher Add Cap ≠ $94M of new borrowing. It means Aave is willing to allow substantially more USDC to enter the Arc market. Actual borrowing still depends on utilization, collateral, risk parameters and demand. Across V4, the proposed Round 17 changes add ~$163M of additional supply capacity: → Ethereum Core: $43M → Ethereum Plus: $10M → Avalanche: $16M → Arc: $94M So roughly 58% of the entire new capacity is going to Arc. (Aave) That is the part I’d pay attention to. Arc’s V4 market went from launch → cap exhaustion → proposed 150M USDC capacity extremely quickly. The real question now isn’t whether liquidity can enter Arc. It’s whether borrow demand develops fast enough to turn that liquidity into productive capital. If that happens, Aave V4 on Arc becomes more than a launch-day liquidity story. It becomes an early test of whether Arc can convert stablecoin liquidity into actual credit activity. And that’s a much more important metric to watch than TVL alone. Not financial advice. Watch utilization, borrow growth, liquidity depth and cap changes rather than treating the headline numbers as guaranteed adoption.

The FUD around @arc right now and how it affecting it Yesterday Arc launched it Mainet and today it getting Fud and Some of the criticism is fair. If you look at Arc today and see launchpads and meme coins getting most of the attention, it’s fair to ask where the serious utility projects and protocols are. But racist posts and blanket claims that Arc is “just memes” are not real analysis. Arc only launched yesterday. It already has infrastructure for lending, trading, tokenized assets, payments and FX, alongside major institutional participants. The issue is that the speculative side is much louder right now. That’s something the ecosystem needs to address. Build dApps people actually need. Give users reasons to stay after the meme hype dies down. And if you’re participating in Arc right now, protect your liquidity. This is a brand-new ecosystem and the wider market is volatile. Don’t throw serious money into random memes or chase every launch because you don’t want to miss out. Keep your positions manageable. Verify contracts. Be careful with airdrop links and unfamiliar dApps. And don’t assume that something being built on Arc means Circle has approved or vetted it. I’m not here to blindly defend Arc. I’m interested in seeing whether the ecosystem can turn its infrastructure into sustainable onchain activity. The next phase should be about building useful protocols, attracting real users and creating liquidity that can survive beyond the initial hype. That’s ultimately what will determine Arc’s long-term credibility. Disclaimer: This is my personal view based on publicly available information. It is not financial advice or an endorsement of any token, protocol or project. Crypto assets are highly volatile, and you should do your own research and only risk what you can afford to lose.

So @Arc mainnet is live, and the launchpad landscape is already getting interesting. I’ve been looking at how different projects are approaching token launches because the launch mechanism matters just as much as the ticker. Here are the ones I’m watching: $TOLLY — @TollyLabs One of the more established names from the private-mainnet phase. Tolly combines a launchpad with a trading terminal and recorded roughly $1.8M in early volume, with $TOLLY reaching around a $2.47M peak market cap. Its fee model also gives a share to creators, holders, the protocol and buybacks. $WARP — @circlewarp Warp is taking a different route. Its big angle is bringing USDC liquidity from other chains into Arc through CCTP, while also providing a launch and trading platform. It recorded around $2.15M in early volume, but approximately 84% came from WARP itself. That distinction matters. $ARCH — @Archemistdotfun Archemist focuses on launching and trading directly through X. Early volume was around $337K, with creator fee sharing as one of its main incentives. Simple launch experience, but now public mainnet will show whether it can attract sustained third-party activity. $AKA — @akadotfun AKA is building around Uniswap v4 and meme-focused launches. Its model uses a fixed 2% trading fee, with part of the economics designed around creators, traders and holders. It is also experimenting with RWA-related fee routing. $UBI — @UBIdotFUN UBI is another Uniswap v4-based launchpad. It is positioning around 0% launch fees and fee sharing between creators, traders and holders. The interesting part here is the use of v4 hooks to define how the market operates. @arcpad_meme ArcPad takes a more straightforward approach. The full token supply goes into a locked Uniswap V3 position from the first block, with an anti-snipe mechanism. No bonding curve graduation — liquidity is there from the beginning. @minarafun Minara is more than a launchpad. It combines token discovery, launching and trading, making it useful as a map of what’s happening across Arc. The important distinction: being visible on a scanner doesn’t automatically make a project good. Then there’s @ArcDEXScan, now operating around the RadarDEX brand, which gives traders another surface for discovering and tracking Arc tokens. This is what makes Arc interesting right now. There isn’t one launch model. You have: • Locked liquidity from block one • Bonding curves • Social/X-based launches • Uniswap v4 hooks • Cross-chain USDC liquidity And now all of them are competing for the same thing: Real users. Real USDC. Real volume. Private-mainnet numbers gave us the first signal. Public mainnet gives us the real test. I’ll be watching third-party volume, liquidity quality, retention and where the money actually flows. Because a big volume number means very little if most of it comes from the platform’s own token. Read the launch mechanism before you buy the ticker.

Man, what a journey. Big respect for you,🤝 Going from serving in the Army to building in crypto is not something you hear every day. 500+ Spaces and all those years in the space too… that’s serious work. I got into crypto back in 2021. At first I was just curious and trying to understand what this whole thing was about. Then I got deeper into it and honestly, it changed the way I looked at money, work and what’s possible. I’ve had my wins, my losses and some painful lessons along the way 😂 but I’m still here. For me, it became about more than just making money. I wanted more freedom, more opportunities and a better future for myself and my family. Still learning, still building. Would love to hear from more people what bought you into crypto ?

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