This year we're bringing back retail with a privacy renaissance. Large cap- $ZEC $XMR $CC $NIGHT Small cap- $CT $UMBRA

Name & Symbol: Midnight ($NIGHT)
Address: 0xfe930c2d63aed9b82fc4dbc801920dd2c1a3224f

Canton Network is the silent powerhouse behind Nasdaq's revenue surge in capital markets, they’re saying 12% overall growth, with Calypso specifically jumping 14% in rev and 16% in ARR by Q3 2025. https://t.co/njtHDh5Tro Nasdaq’s technology already supports 97 percent of globally systemically important banks, half of the world’s top stock exchanges, and over 3,800 financial institutions. With this integration, Nasdaq is not just expanding functionality, it’s laying a scalable foundation for digital asset adoption at a global level. Nasdaq didn't just integrate, they invested on the equity side in Canton's founding organization @digitalasset last month alongside Bank of New York and S&P Global for a total of $50m, signaling they're as all-in on this as core infra as I am. The implications of the Calypso platform for Nasdaq on Canton are massive: ➡️ Capital Markets Technology revenue: Up 12% YoY, fueled by Trade Management Services and Calypso upfront deals. ➡️ Calypso client wins: 4 new clients signed, 39 upsells. ➡️ Overall Nasdaq net revenue: $1.3B (15% YoY, 11% organic). ➡️ Financial Technology revenue: $457M (23% YoY, 13% organic). ➡️ ARR total: $3.007B (10% YoY, 9% organic). ➡️ Financial Technology ARR: Up 12% YoY (reported and organic). ➡️ Annualized SaaS revenue: Up 12% YoY (38% of total ARR). What to look out for in 2026: ➡️ Nasdaq to be voted in as a Super Validator into @CantonNetwork. ➡️ Expect tokenized U.S. Treasuries to go live via DTCC's MVP in H1, minting them natively on Canton for atomic swaps with stablecoins and digital assets. ➡️ Nasdaq's push for tokenized stocks gets the green light, with @chainlink feeding data for accuracy. ➡️ We'll hit burn-mint equilibrium on Canton, more critical assets onboarding, and on-chain derivatives exploding. ➡️ RWAs on Canton to $13T+ by 2030 at 45% CAGR, turning "tokenize everything" from dreams to reality. This is how finance gets rebooted… efficient, interoperable, and institutionally bulletproof. The flywheel's just starting. Buckle up. Zth.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

"NADAQ reportedly going big on blockchain in 2026." @Cointelegraph, did you mean to type $CC? Pun intended? Because you'd be right. Nasdaq is being formally proposed to join @CantonNetwork as a super validator. This proposal comes the same day @The_DTCC partnered with Canton to tokenize RWA's. What's DTCC you ask? DTCC is the major U.S. financial market utilities provider that clears and settles nearly all U.S. securities, processing $3-4 quadrillion in transactions annually and custodying ~$100T in assets, making it the backbone of institutional financial infrastructure.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

I agree. $ZEC $XMR $CC $NIGHT

Name & Symbol: Midnight ($NIGHT)
Address: 0xfe930c2d63aed9b82fc4dbc801920dd2c1a3224f

Cryptic $CT Cryptic is a privacy-first messaging app with a built-in self-custody crypto wallet. The aim is to combine secure communication and peer-to-peer payments without relying on centralized platforms. What stands out Privacy and self-custody • End-to-end encrypted messaging • Private keys stay on device (iOS Secure Enclave / Android Keystore) • Fully non-custodial by design • No third-party custody or account-level control This positions Cryptic as a privacy-native alternative to apps like Telegram or WhatsApp, but with payments built directly into chats. Messaging + payments • Messaging and payments live in the same interface • Crypto transfers are native to chat • Sub-second transaction confirmations via BNB integration • Multichain expansion planned Product status • MVP live • Android app approved on Google Play • iOS pending • Core messaging and wallet functionality already operational • Code and architecture open for testing via GitBook Team The core team brings experience across blockchain development, cloud security, healthcare systems, enterprise IT, and scaling crypto products. This is a multi-discipline build, not a single-founder experiment. Advisors and partners • Advisors from established crypto infrastructure and DeFi projects • Infrastructure and ecosystem partnerships across or aligned with Chainlink, Arweave, Orderly, BNB Chain, Houdini, Filecoin, Aerodrome, OrbitX (Visa card rails), and other Web3 tooling providers, including other web2 partnerships and advertising deals. These relationships support wallet functionality, liquidity access, data availability, and future payments rails. My take Getting in this early is inherently risky, and execution matters more than narrative. That said, the privacy-first focus, self-custody model, live MVP and advisor support make Cryptic worth watching if you care about secure messaging plus on-chain payments. Early stage, speculative, but directionally interesting. Links: Website: https://t.co/IKBpJofJay Docs: https://t.co/zNIp5gayHT

Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631

You want retail to come back? Then crypto needs an overhaul. Projects need to launch like $CC and $NIGHT with zero VC allo’s or through something like @MetaDAOProject which offers ownership rights along with improved tokenomics.

Name & Symbol: Midnight ($NIGHT)
Address: 0xfe930c2d63aed9b82fc4dbc801920dd2c1a3224f

$NIGHT currently up about 50% from our entry 🔥🔥🔥 In this slow market - lacking momentum and liquidity - finding these winners is a real skill. Been printing all week @SignalLabsHQ https://t.co/1DiwhNrJU6

Name & Symbol: Midnight ($NIGHT)
Address: 0xfe930c2d63aed9b82fc4dbc801920dd2c1a3224f

Narratives going into 2026 🔥 Crypto - Privacy - AI (particularly agentic commerce) - RWA Stocks - Space - Robotics - AI - Chips

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

If you like how $NIGHT is looking, which I DO and hold an irresponsibly large bag of. You should look into $ALEO. Called at the bottom in @SignalLabsHQ. https://t.co/3hvt5B6DCh

Name & Symbol: Aleo ($ALEO)
Address: 0x6cfffa5bfd4277a04d83307feedfe2d18d944dd2

If you like how $NIGHT is looking, which I DO and hold an irresponsibly large bag of. You should look into $ALEO. Called at the bottom in @SignalLabsHQ. https://t.co/3hvt5B6DCh

Name & Symbol: Midnight ($NIGHT)
Address: 0xfe930c2d63aed9b82fc4dbc801920dd2c1a3224f

➥ How I’m Thinking About SEI Over the Next 24 Months I’m convinced @SeiNetwork is one of the most misunderstood L1s heading into 2026-2027. From my POV, Sei is building for where crypto is actually going: fast execution, compliant rails, RWAs, and institutions that care about reliability more than vibes. Bullish Catalysts in the Next 12 Months I believe most of you wont wanna miss: → I've prioritized items with high probability and impact, assuming no major black swans. ⓵ Sei Giga Upgrade Rollout: – The Giga upgrade, already testing at 211K TPS on devnet with Autobahn consensus for sub-second finality, is poised for mainnet deployment in early 2026. – This would make Sei the fastest EVM-compatible chain, enabling high-frequency apps like perps DEXes, prediction markets, and onchain stocks trading via @MonacoOnSei. – Expect a surge in developer activity and TVL, as it addresses bottlenecks in #DeFi and gaming, potentially boosting $SEI demand through higher transaction fees and staking. ⓶ ETF and ETP Approvals/Launches: – Multiple filings are in play, including the Staked SEI ETF on DTCC/IBKR, CoinShares SEI ETP (already live in Europe), and S-1/N-1A submissions from Canary Capital, 21Shares, REX Shares, and Osprey Funds. – Regulatory tailwinds could lead to U.S. approvals by mid-2026, unlocking institutional inflows similar to BTC/ETH ETFs. – This validates Sei's compliance focus and could drive $SEI price through broader accessibility on platforms like Robinhood. ⓷ Asia-Pacific Expansion and Mass Onboarding: – Sei's Asia push is accelerating, with Xiaomi integrating $SEI wallets into 170M+ devices annually, listings on Binance Japan/OKX Japan, and OSL HK providing regulated custody. – Korea's Upbit already shows top-3 trading volume for $SEI. – By Q2 2026, this could onboard millions via mobile-first access, fueling retail adoption in high-turnover markets. – Combined with hackathons and eco funds, it positions Sei for explosive user growth, especially in gaming and trading. ⓸ RWA and Institutional Inflows Scaling: – Partnerships with BlackRock, Hamilton Lane, and Apollo (via KAIO, with $30M+ in 2 months) are live, alongside Securitize for tokenization and Ondo for yield-bearing treasuries. – The recent Market Infrastructure Grid launch enables macro-aware RWAs, like GDP-linked products and real-time risk models using Chainlink feeds. – Expect $100M+ in new RWA inflows by mid-2026, as institutions like State Street (backing AUSD0) and Cryptocom (custody) deepen integration, driving $SEI utility in compliant finance. ⓹ Stablecoin and Payment Ecosystem Growth: – Native USDC minting hit $100M+ in 10 days, with PYUSD (via LayerZero/PayPal) and AUSD0 expanding. – Integrations like Circle CCTP v2, Coinbase x402 for agentic payments, and MetaMask native swaps/bridges streamline flows. – This could push stablecoin supply past $500M and DEX volume to $2B+/month by late 2026, as Sei becomes a hub for seamless, low-cost transfers, boosting $SEI through fees and liquidity. ⓺ Gaming and AI-Driven App Surge: – With 116M gaming txns in Q3 2025, launches like MetaArena and Seimurai are gaining traction. – AI integrations via Allora (forecasting) and Kindred (agentic layer) add onchain IP narratives. – Post-Giga, expect 50x throughput to attract more games and devs, potentially hitting 1B+ txns lifetime and 1M+ DAAs, catalyzing $SEI via ecosystem grants and user retention. ⓻ Broader Ecosystem Metrics and Listings: – Q3 2025 saw 93.5% DAA growth to 824K, $43M DEX volume (75% QoQ), and $1.5B/month flows. – New listings and indexes enhance visibility. – If trends hold, 2026 could see 10M+ wallets and $50B+ perp volume, with policy contributions solidifying Sei's blue-chip status. I’m bullish because Sei is shipping, integrating, and onboarding where it actually matters. Markets move faster on Sei ($/acc).

Name & Symbol: Allora ($ALLO)
Address: 0xcce5f304fd043d6a4e8ccb5376a4a4fb583b98d5

➥ How I’m Thinking About SEI Over the Next 24 Months I’m convinced @SeiNetwork is one of the most misunderstood L1s heading into 2026-2027. From my POV, Sei is building for where crypto is actually going: fast execution, compliant rails, RWAs, and institutions that care about reliability more than vibes. Bullish Catalysts in the Next 12 Months I believe most of you wont wanna miss: → I've prioritized items with high probability and impact, assuming no major black swans. ⓵ Sei Giga Upgrade Rollout: – The Giga upgrade, already testing at 211K TPS on devnet with Autobahn consensus for sub-second finality, is poised for mainnet deployment in early 2026. – This would make Sei the fastest EVM-compatible chain, enabling high-frequency apps like perps DEXes, prediction markets, and onchain stocks trading via @MonacoOnSei. – Expect a surge in developer activity and TVL, as it addresses bottlenecks in #DeFi and gaming, potentially boosting $SEI demand through higher transaction fees and staking. ⓶ ETF and ETP Approvals/Launches: – Multiple filings are in play, including the Staked SEI ETF on DTCC/IBKR, CoinShares SEI ETP (already live in Europe), and S-1/N-1A submissions from Canary Capital, 21Shares, REX Shares, and Osprey Funds. – Regulatory tailwinds could lead to U.S. approvals by mid-2026, unlocking institutional inflows similar to BTC/ETH ETFs. – This validates Sei's compliance focus and could drive $SEI price through broader accessibility on platforms like Robinhood. ⓷ Asia-Pacific Expansion and Mass Onboarding: – Sei's Asia push is accelerating, with Xiaomi integrating $SEI wallets into 170M+ devices annually, listings on Binance Japan/OKX Japan, and OSL HK providing regulated custody. – Korea's Upbit already shows top-3 trading volume for $SEI. – By Q2 2026, this could onboard millions via mobile-first access, fueling retail adoption in high-turnover markets. – Combined with hackathons and eco funds, it positions Sei for explosive user growth, especially in gaming and trading. ⓸ RWA and Institutional Inflows Scaling: – Partnerships with BlackRock, Hamilton Lane, and Apollo (via KAIO, with $30M+ in 2 months) are live, alongside Securitize for tokenization and Ondo for yield-bearing treasuries. – The recent Market Infrastructure Grid launch enables macro-aware RWAs, like GDP-linked products and real-time risk models using Chainlink feeds. – Expect $100M+ in new RWA inflows by mid-2026, as institutions like State Street (backing AUSD0) and Cryptocom (custody) deepen integration, driving $SEI utility in compliant finance. ⓹ Stablecoin and Payment Ecosystem Growth: – Native USDC minting hit $100M+ in 10 days, with PYUSD (via LayerZero/PayPal) and AUSD0 expanding. – Integrations like Circle CCTP v2, Coinbase x402 for agentic payments, and MetaMask native swaps/bridges streamline flows. – This could push stablecoin supply past $500M and DEX volume to $2B+/month by late 2026, as Sei becomes a hub for seamless, low-cost transfers, boosting $SEI through fees and liquidity. ⓺ Gaming and AI-Driven App Surge: – With 116M gaming txns in Q3 2025, launches like MetaArena and Seimurai are gaining traction. – AI integrations via Allora (forecasting) and Kindred (agentic layer) add onchain IP narratives. – Post-Giga, expect 50x throughput to attract more games and devs, potentially hitting 1B+ txns lifetime and 1M+ DAAs, catalyzing $SEI via ecosystem grants and user retention. ⓻ Broader Ecosystem Metrics and Listings: – Q3 2025 saw 93.5% DAA growth to 824K, $43M DEX volume (75% QoQ), and $1.5B/month flows. – New listings and indexes enhance visibility. – If trends hold, 2026 could see 10M+ wallets and $50B+ perp volume, with policy contributions solidifying Sei's blue-chip status. I’m bullish because Sei is shipping, integrating, and onboarding where it actually matters. Markets move faster on Sei ($/acc).

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

➥ How I’m Thinking About SEI Over the Next 24 Months I’m convinced @SeiNetwork is one of the most misunderstood L1s heading into 2026-2027. From my POV, Sei is building for where crypto is actually going: fast execution, compliant rails, RWAs, and institutions that care about reliability more than vibes. Bullish Catalysts in the Next 12 Months I believe most of you wont wanna miss: → I've prioritized items with high probability and impact, assuming no major black swans. ⓵ Sei Giga Upgrade Rollout: – The Giga upgrade, already testing at 211K TPS on devnet with Autobahn consensus for sub-second finality, is poised for mainnet deployment in early 2026. – This would make Sei the fastest EVM-compatible chain, enabling high-frequency apps like perps DEXes, prediction markets, and onchain stocks trading via @MonacoOnSei. – Expect a surge in developer activity and TVL, as it addresses bottlenecks in #DeFi and gaming, potentially boosting $SEI demand through higher transaction fees and staking. ⓶ ETF and ETP Approvals/Launches: – Multiple filings are in play, including the Staked SEI ETF on DTCC/IBKR, CoinShares SEI ETP (already live in Europe), and S-1/N-1A submissions from Canary Capital, 21Shares, REX Shares, and Osprey Funds. – Regulatory tailwinds could lead to U.S. approvals by mid-2026, unlocking institutional inflows similar to BTC/ETH ETFs. – This validates Sei's compliance focus and could drive $SEI price through broader accessibility on platforms like Robinhood. ⓷ Asia-Pacific Expansion and Mass Onboarding: – Sei's Asia push is accelerating, with Xiaomi integrating $SEI wallets into 170M+ devices annually, listings on Binance Japan/OKX Japan, and OSL HK providing regulated custody. – Korea's Upbit already shows top-3 trading volume for $SEI. – By Q2 2026, this could onboard millions via mobile-first access, fueling retail adoption in high-turnover markets. – Combined with hackathons and eco funds, it positions Sei for explosive user growth, especially in gaming and trading. ⓸ RWA and Institutional Inflows Scaling: – Partnerships with BlackRock, Hamilton Lane, and Apollo (via KAIO, with $30M+ in 2 months) are live, alongside Securitize for tokenization and Ondo for yield-bearing treasuries. – The recent Market Infrastructure Grid launch enables macro-aware RWAs, like GDP-linked products and real-time risk models using Chainlink feeds. – Expect $100M+ in new RWA inflows by mid-2026, as institutions like State Street (backing AUSD0) and Cryptocom (custody) deepen integration, driving $SEI utility in compliant finance. ⓹ Stablecoin and Payment Ecosystem Growth: – Native USDC minting hit $100M+ in 10 days, with PYUSD (via LayerZero/PayPal) and AUSD0 expanding. – Integrations like Circle CCTP v2, Coinbase x402 for agentic payments, and MetaMask native swaps/bridges streamline flows. – This could push stablecoin supply past $500M and DEX volume to $2B+/month by late 2026, as Sei becomes a hub for seamless, low-cost transfers, boosting $SEI through fees and liquidity. ⓺ Gaming and AI-Driven App Surge: – With 116M gaming txns in Q3 2025, launches like MetaArena and Seimurai are gaining traction. – AI integrations via Allora (forecasting) and Kindred (agentic layer) add onchain IP narratives. – Post-Giga, expect 50x throughput to attract more games and devs, potentially hitting 1B+ txns lifetime and 1M+ DAAs, catalyzing $SEI via ecosystem grants and user retention. ⓻ Broader Ecosystem Metrics and Listings: – Q3 2025 saw 93.5% DAA growth to 824K, $43M DEX volume (75% QoQ), and $1.5B/month flows. – New listings and indexes enhance visibility. – If trends hold, 2026 could see 10M+ wallets and $50B+ perp volume, with policy contributions solidifying Sei's blue-chip status. I’m bullish because Sei is shipping, integrating, and onboarding where it actually matters. Markets move faster on Sei ($/acc).

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

$NIGHT $1.5B $3B 24hr volume No VC’s Privacy 6 years in the making @IOHK_Charles $ADA $90B ATH

Name & Symbol: Midnight ($NIGHT)
Address: 0xfe930c2d63aed9b82fc4dbc801920dd2c1a3224f

The two narratives that’ll remain at the top in 2026 are AI and privacy. $ZEC $VIRTUAL $TAO $NEAR

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

SEC closes 2-year investigation into Ondo Finance Major regulatory clearance for the $1.5B RWA platform. Investigation launched in 2023 over tokenized treasury products - now fully cleared. This removes the biggest barrier to U.S. expansion in tokenized securities. Ondo can now execute on domestic growth plans without regulatory overhang. Timing aligns with SEC leadership pushing pro-tokenization stance. Chair Atkins and Commissioner Peirce both outlined favorable views on tokenized asset frameworks last week. $ONDO

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

[ ZOOMER ] AERODROME AND VELODROME TO MERGE INTO ONE PROTOCOL, "AERO" AND LAUNCH ON ETHEREUM AND CIRCLE'S ARC - AERODROME HOLDERS TO GET 94.5% OF THE NEW TOKEN WITH VELODROME HOLDERS GETTING 5.5%: DROMOS CONFERENCE

Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631

I can’t deal with the UI issues and lag of wallets and DEX’s anymore. Uniswap has not allowed me to swap for hours at a time, on multiple occasions. So I’ve done some research and made the switch to Sigma trading bot. It’s facilitated $5B+ in trading volume and has ~280,000 users. Works with Base, Solana, ETH, etc. Paste contract → trade in seconds Designed for early-entry momentum plays Handles multi-wallet setups (up to 10+) Features include: • Lightning-fast swaps • Sniping / limit trading • Anti-rug logic / contract checks • Automatic chain detection Used heavily by top on-chain traders / degen flow UI built for speed > friction (no clunky DEX clicking) Frequent updates driven by direct feedback from high-volume users If you decide to try it and want to support me in the process, here’s my link 👇 https://t.co/5yOxXgsAaO

Name & Symbol: SigmaDotMoney ($SIGMA)
Address: 0x85375d3e9c4a39350f1140280a8b0de6890a40e7

I can’t deal with the UI issues and lag of wallets and DEX’s anymore. Uniswap has not allowed me to swap for hours at a time, on multiple occasions. So I’ve done some research and made the switch to Sigma trading bot. It’s facilitated $5B+ in trading volume and has ~280,000 users. Works with Base, Solana, ETH, etc. Paste contract → trade in seconds Designed for early-entry momentum plays Handles multi-wallet setups (up to 10+) Features include: • Lightning-fast swaps • Sniping / limit trading • Anti-rug logic / contract checks • Automatic chain detection Used heavily by top on-chain traders / degen flow UI built for speed > friction (no clunky DEX clicking) Frequent updates driven by direct feedback from high-volume users I think once you try it, you won't go back 👇 https://t.co/5yOxXgt80m

Name & Symbol: SigmaDotMoney ($SIGMA)
Address: 0x85375d3e9c4a39350f1140280a8b0de6890a40e7

Coinbase is gonna rally behind $VIRTUAL like they did $AERO. Waiting for the strategic market buy announcement 👂

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Coinbase is gonna rally behind $VIRTUAL like they did $AERO. Waiting for the strategic market buy announcement 👂

Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631

$ASTER fully retraced after the hard shill by CZ. That tells you where we are in the cycle. Retail isn’t blindly chasing tweets anymore and people are looking for the exits. https://t.co/X9TwQQUKPK

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

$AI16Z → $ELIZAOS: what’s really happening $AI16Z is finalizing its move to $ELIZAOS with a 1 to 6 token split and full ticker change. The name first switched in January, now the token mechanics are kicking in. Timeline (UTC) • Nov 5, 10:00: last deposit window • Nov 6, 10:00: trading pauses, auto-swap begins • Nov 7, 02:00: $ELIZAOS spot goes live Spot holders don’t need to do anything. The swap is automatic. Token details • 1 AI16Z becomes 6 ELIZAOS • Supply expands to ~11B • ~40% real inflation (+ potential after) • Purpose: more liquidity, accessibility, incentives, and ecosystem runway Important: The split alone doesn’t change FDV. The inflation does. That means if nothing else changed and the market priced it instantly, holders would be diluted by ~40%. The bet here is simple: demand + product + network growth > dilution If they execute, the market absorbs it. If they don’t, price adjusts. No magic here. What they’re building The project is trying to move from meme culture to a real agent OS on Solana: • open-source agent framework • on-chain autonomous execution • cross-chain support (Solana, ETH, Base, BSC) • CCIP messaging • agent fees tied to token usage • DAO + treasury incentives • future appchain plans Execution matters. Roadmaps don’t pump forever. Where it fits in Solana AI Solana AI meta is moving fast. Culture + product + surprise shipping wins here. ELIZAOS has strong mindshare and is trying to evolve into the “framework layer” - not just a meme anymore. There are other Solana AI names with hype energy right now, but Eliza is trying to become the OS layer. If they nail it, that’s the bigger lane over time. Bottom line • Rebrand finalizing this week • Split + real supply expansion • Ticker becomes $ELIZAOS • Automatic for spot • Evolution from meme → agent platform • Success depends on real adoption and shipping, not marketing Simple rule: Culture gives the spark. Execution decides the winners.

Name & Symbol: ai16z ($ai16z)
Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC

I’ve been saying this for a while. We’re in a new phase of the market. Bitcoin grinds higher, pulls back, continues up. Meanwhile alts run hard, correct hard, and repeat inside that broader uptrend. The world is clearly moving toward blockchain payments, AI agents + micropayments, and real-world assets on-chain. That part is not in question anymore. This isn’t the time to get bearish just because you didn’t get rich in the first leg. Don’t let frustration turn into bad positioning. Hold your core: $TAO, $VIRTUAL Sprinkle in select high-conviction smaller caps like $GAME and a few others you actually believe in. Stay focused. Stay patient. The trend is up.

Name & Symbol: GameBuild ($GAME)
Address: 0x825459139c897d769339f295e962396c4f9e4a4d

I’ve been saying this for a while. We’re in a new phase of the market. Bitcoin grinds higher, pulls back, continues up. Meanwhile alts run hard, correct hard, and repeat inside that broader uptrend. The world is clearly moving toward blockchain payments, AI agents + micropayments, and real-world assets on-chain. That part is not in question anymore. This isn’t the time to get bearish just because you didn’t get rich in the first leg. Don’t let frustration turn into bad positioning. Hold your core: $TAO, $VIRTUAL Sprinkle in select high-conviction smaller caps like $GAME and a few others you actually believe in. Stay focused. Stay patient. The trend is up.

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Top two positions this quarter 1. $TAO 2. $VIRTUAL + smaller bags of; $WACH $GAME $VPAY

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

$AI16Z → $ELIZAOS: what’s really happening $AI16Z is finalizing its move to $ELIZAOS with a 1 to 6 token split and full ticker change. The name first switched in January, now the token mechanics are kicking in. Timeline (UTC) • Nov 5, 10:00: last deposit window • Nov 6, 10:00: trading pauses, auto-swap begins • Nov 7, 02:00: $ELIZAOS spot goes live Spot holders don’t need to do anything. The swap is automatic. Token details • 1 AI16Z becomes 6 ELIZAOS • Supply expands to ~11B • ~40% real inflation (+ potential after) • Purpose: more liquidity, accessibility, incentives, and ecosystem runway Important: The split alone doesn’t change FDV. The inflation does. That means if nothing else changed and the market priced it instantly, holders would be diluted by ~40%. The bet here is simple: demand + product + network growth > dilution If they execute, the market absorbs it. If they don’t, price adjusts. No magic here. What they’re building The project is trying to move from meme culture to a real agent OS on Solana: • open-source agent framework • on-chain autonomous execution • cross-chain support (Solana, ETH, Base, BSC) • CCIP messaging • agent fees tied to token usage • DAO + treasury incentives • future appchain plans Execution matters. Roadmaps don’t pump forever. Where it fits in Solana AI Solana AI meta is moving fast. Culture + product + surprise shipping wins here. ELIZAOS has strong mindshare and is trying to evolve into the “framework layer” - not just a meme anymore. There are other Solana AI names with hype energy right now, but Eliza is trying to become the OS layer. If they nail it, that’s the bigger lane over time. Bottom line • Rebrand finalizing this week • Split + real supply expansion • Ticker becomes $ELIZAOS • Automatic for spot • Evolution from meme → agent platform • Success depends on real adoption and shipping, not marketing Simple rule: Culture gives the spark. Execution decides the winners.

Name & Symbol: ai16z ($ai16z)
Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC

A few days ago I said fade the x402 narrative because I didn't want you buying tops. I said you'd be -50% in a couple weeks, well you'd actually be down -50% in a couple of days. Now is when you can start looking at some of these x402 payment plays like $VPAY and $PAYAI at 50-70% off the top. But I'd maybe give them a week or two to find their bottoms. Pay attention to $GAME and $CLANKER are holding up too. Strength when everything else is shitting the bed is always a good sign.

Name & Symbol: tokenbot ($CLANKER)
Address: 0x1bc0c42215582d5a085795f4badbac3ff36d1bcb

A few days ago I said fade the x402 narrative because I didn't want you buying tops. I said you'd be -50% in a couple weeks, well you'd actually be down -50% in a couple of days. Now is when you can start looking at some of these x402 payment plays like $VPAY and $PAYAI at 50-70% off the top. But I'd maybe give them a week or two to find their bottoms. Pay attention to $GAME and $CLANKER are holding up too. Strength when everything else is shitting the bed is always a good sign.

Name & Symbol: GameBuild ($GAME)
Address: 0x825459139c897d769339f295e962396c4f9e4a4d

Crappy narratives die fast, but valuable game changing technology does not. Taking the time to understand new technology lets you front run the crowd often by at least 12 to 24 months. Happened with Bitcoin, happened with Ethereum, layer 2’s, new L1’s like Solana, and DeFi. Now it’s autonomous agentic workflow and micropayments. The possibilities here are massive and it’s something to get excited about and take seriously. Looking forward to supporting these builders in this next phase of web3. $TAO $VIRTUAL $GAME $WACH $AXR

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Crappy narratives die fast, but valuable game changing technology does not. Taking the time to understand new technology lets you front run the crowd often by at least 12 to 24 months. Happened with Bitcoin, happened with Ethereum, layer 2’s, new L1’s like Solana, and DeFi. Now it’s autonomous agentic workflow and micropayments. The possibilities here are massive and it’s something to get excited about and take seriously. Looking forward to supporting these builders in this next phase of web3. $TAO $VIRTUAL $GAME $WACH $AXR

Name & Symbol: GameBuild ($GAME)
Address: 0x825459139c897d769339f295e962396c4f9e4a4d

Totally agree with @elliotrades. Yes, token saturation is a factor, but that’s why you can invest in what absorbs an entire sector and benefits from the plethora of launches within it e.g.- $VIRTUAL $CLANKER $TAO Same reason layer 1’s have historically outperformed; because they absorb the value of all projects launched on them. That’s why I think projects like Bittensor and @virtuals_io can visit the market caps of L1 runners of the past; $30B+.

Name & Symbol: tokenbot ($CLANKER)
Address: 0x1bc0c42215582d5a085795f4badbac3ff36d1bcb

Totally agree with @elliotrades. Yes, token saturation is a factor, but that’s why you can invest in what absorbs an entire sector and benefits from the plethora of launches within it e.g.- $VIRTUAL $CLANKER $TAO Same reason layer 1’s have historically outperformed; because they absorb the value of all projects launched on them. That’s why I think projects like Bittensor and @virtuals_io can visit the market caps of L1 runners of the past; $30B+.

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Top two positions this quarter 1. $TAO 2. $VIRTUAL + smaller bags of; $WACH $GAME $VPAY

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Top two positions this quarter 1. $TAO 2. $VIRTUAL + smaller bags of; $WACH $GAME $VPAY

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Two core narratives this cycle are stablecoin adoption and the rise of AI agents. Everything else orbits those two: Stablecoins = real-world integration. Agents = on-chain automation. $USDC $VIRTUAL $TAO

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Two core narratives this cycle are stablecoin adoption and the rise of AI agents. Everything else orbits those two: Stablecoins = real-world integration. Agents = on-chain automation. $USDC $VIRTUAL

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Seems Coinbase has been busy actually building and innovating, while others keep finding new ways to extract value from the space, all while preaching “BUIDL.” Coinbase has been actively hiring great minds and investing to push forward in privacy, payments, custody and more. Hats off to @brian_armstrong and everyone at @coinbase for moving the industry forward, fairly and ethically. And I think people are still underestimating what’s forming around Base, stablecoins, and the whole agent + $VIRTUAL ecosystem. It’s shaping up to be a lot bigger than most realize.

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Heavy in $VIRTUAL and $CLANKER Good infrastructure Good tokenomics Good narrative

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Heavy in $VIRTUAL and $CLANKER Good infrastructure Good tokenomics Good narrative

Name & Symbol: tokenbot ($CLANKER)
Address: 0x1bc0c42215582d5a085795f4badbac3ff36d1bcb

$CLANKER

Name & Symbol: tokenbot ($CLANKER)
Address: 0x1bc0c42215582d5a085795f4badbac3ff36d1bcb

$VIRTUAL and $CLANKER are a couple infrastructure plays worth going in heavier. The agentic economy is extremely exciting and the only innovative and useful thing I’ve seen be developed this cycle. And memes are gonna meme, might as well bet on the leader on base. But nearly all these x402 shitters are going to be -70% from here in a couple weeks. Narratives without substance are a flash in the pan this cycle.

Name & Symbol: tokenbot ($CLANKER)
Address: 0x1bc0c42215582d5a085795f4badbac3ff36d1bcb

$VIRTUAL and $CLANKER are a couple infrastructure plays worth going in heavier. The agentic economy is extremely exciting and the only innovative and useful thing I’ve seen be developed this cycle. And memes are gonna meme, might as well bet on the leader on base. But nearly all these x402 shitters are going to be -70% from here in a couple weeks. Narratives without substance are a flash in the pan this cycle.

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Agentic workflow could be crypto‘s first mass-use case. Until now, there’s not much that the average consumer actually cares about that’s necessitated blockchain tech to function, but that’s about to change. Stablecoins proved crypto can move money, but for most people they’re just digital fiat. Nobody’s paying friends or employees in USDC when Zelle or Venmo work fine. RWAs will come, but tokenizing real assets is crawling through red tape and will take years to reach daily use. Agentic payments feel different. They actually need crypto rails to exist, and the crazy part is they’re easy to implement. x402 was built directly on top of the web’s existing architecture. It uses the old “HTTP 402 Payment Required” code that every website already understands. Developers just add a small middleware package to their existing API, and the x402 SDK handles the rest; generating the payment request, verifying on-chain settlement, and retrying automatically once paid. No new blockchain language, no banking integrations, no KYC. Any agent or app that can send a web request can now also pay one. Traditional rails can’t handle this type of flow. •Visa and Mastercard charge base fees per transaction, making $0.001 or $0.01 micro payments impossible •They settle in days, not seconds •They require KYC, accounts, and intermediaries that autonomous agents don’t have Agents will transact constantly, in micro amounts, across borders, 24/7. That demands instant, permissionless settlement with near-zero fees, exactly what Base and Solana deliver. Protocols like x402 make it web-native, letting agents pay each other in USDC over HTTP, with final settlement happening on chain. Real examples: •AI agents paying $0.002 for data or compute •IoT devices buying map or weather info on demand •Agents hiring other agents to run micro tasks •Content access per view or per file, not monthly subs Those are flows that can’t exist on traditional rails. So while stablecoins made money faster and RWAs will bring assets on chain eventually, agentic workflows and micropayments might be the first blockchain use case that needs crypto and can go mainstream the fastest. $VIRTUAL

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

$VIRTUAL and $CLANKER are a couple infrastructure plays worth going in heavier. The agentic economy is extremely exciting and the only innovative and useful thing I’ve seen be developed this cycle. And memes are gonna meme, might as well bet on the leader on base. But nearly all these x402 shitters are going to be -70% from here in a couple weeks. Narratives without substance are a flash in the pan this cycle.

Name & Symbol: tokenbot ($CLANKER)
Address: 0x1bc0c42215582d5a085795f4badbac3ff36d1bcb

$VIRTUAL and $CLANKER are a couple infrastructure plays worth going in heavier. The agentic economy is extremely exciting and the only innovative and useful thing I’ve seen be developed this cycle. And memes are gonna meme, might as well bet on the leader on base. But nearly all these x402 shitters are going to be -70% from here in a couple weeks. Narratives without substance are a flash in the pan this cycle.

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

🚨 x402 Season is Here x402 is Coinbase’s open source protocol that revives the old HTTP 402 “Payment Required” code, now used for instant on chain crypto micropayments. It lets AI agents, apps, or websites pay each other automatically in $USDC or any token, without APIs or subscriptions. After months of quiet since its May launch, it’s suddenly everywhere. Cloudflare, Google, and Coinbase devs have all rolled out support. Base chain tokens tied to agent payments and x402 integrations have ripped 200-1000% as the narrative caught fire. x402 matters because it bridges web simplicity with crypto finality. Agents can now buy data, compute, or access services autonomously. Projects benefiting most so far: $VIRTUAL – launchpad for x402 powered AI agents $PING – first token minted natively via x402 $SANTA / $HEU / $PAYAI – agent to agent payment plays on Base Most of the action is narrative driven, but the tech is real. If you’re building in AI, this is the first open, chain agnostic standard for machine to machine payments. Integrating it early might be the smartest way to ride both the dev wave and the market meta. DYOR, NFA.

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

🚨 x402 Season is Here x402 is Coinbase’s open source protocol that revives the old HTTP 402 “Payment Required” code, now used for instant on chain crypto micropayments. It lets AI agents, apps, or websites pay each other automatically in $USDC or any token, without APIs or subscriptions. After months of quiet since its May launch, it’s suddenly everywhere. Cloudflare, Google, and Coinbase devs have all rolled out support. Base chain tokens tied to agent payments and x402 integrations have ripped 200-1000% as the narrative caught fire. x402 matters because it bridges web simplicity with crypto finality. Agents can now buy data, compute, or access services autonomously. Projects benefiting most so far: $VIRTUAL – launchpad for x402 powered AI agents $PING – first token minted natively via x402 $SANTA / $HEU / $PAYAI – agent to agent payment plays on Base Most of the action is narrative driven, but the tech is real. If you’re building in AI, this is the first open, chain agnostic standard for machine to machine payments. Integrating it early might be the smartest way to ride both the dev wave and the market meta. DYOR, NFA.

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Top 10 Projects by Token Buyback Spend in 2025 1. $HYPE – $644.6M 2. $ZRO – $150.0M 3. $PUMP – $138.2M 4. $RAY – $100.4M 5. $SKY – $78.8M 6. $JUP – $57.9M 7. $ENA – $40.7M 8. $RLB – $27.9M 9. $BONK – $27.3M 10. $AAVE – $23.6M

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

The entire market just collapsed over a single mistake by Binance, and charts are rekt. I had $400k evaporate on that wick. Despite that, I still think we rise out of this. Valuations are relatively low, and speculation around institutional adoption is heating up again, banking networks like SWIFT experimenting with blockchain rails, BlackRock pushing RWA tokenization, and even betting platforms like Polymarket now valued at $8B. There’s too much real-world integration happening for this market to stay down for long. And what just happened will blow over, just like Mt. Gox, COVID, Terra Luna, 3AC/Celsius/Voyager and FTX blew over. The optimists and believers usually win in the end.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e