One of the best performing alts right now. Lucky to have gotten in at $65m. You don’t always have to catch the exact bottom, as long as momentum and fundamentals are there, grab the entry. solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy https://t.co/YHdmnBoINX

Name & Symbol: Backpack ($BP)
Address: BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy

Do we think memes are never making a comeback and people would rather gamble on prediction markets?

Name & Symbol: memes will continue ($memes)
Address: 0xf74548802f4c700315f019fde17178b392ee4444

Don’t just speculate on solana:BANKJmvhT8tiJRsBSS1n2HryMBPvT5Ze4HU95DUAmeta Use it

Name & Symbol: Avici ($AVICI)
Address: BANKJmvhT8tiJRsBSS1n2HryMBPvT5Ze4HU95DUAmeta

We just hit 2x on solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy with volume 📈 @SignalLabsHQ

Name & Symbol: Backpack ($BP)
Address: BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy

solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy closing in on 2x from the recent June 12th report inside @SignalLabsHQ. Quality > quantity. https://t.co/FVNvIB2yt0

Name & Symbol: Backpack ($BP)
Address: BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy

solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy closing in on 2x from the recent June 12th report inside @SignalLabsHQ. Quality > quantity. https://t.co/FVNvIB2yt0

Name & Symbol: Backpack ($BP)
Address: BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy

solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy

Name & Symbol: Backpack ($BP)
Address: BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy

Looking for the next $VVV All it needs to have is Strong PMF + credible founder + execution + real flywheel + adoption + deflationary pressure + sustainable revenue + narrative Can't be THAT hard

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

Secret minting is possible on ZKP and FHE privacy chains like Zcash, Monero and Zama but impossible on Canton Network. That’s why Canton is the only viable institutional privacy blockchain. In Zcash’s Orchard shielded pools, a critical bug allowed unlimited undetectable counterfeit ZEC. Monero’s CryptoNote protocol had a similar inflation exploit in the past. Zama’s FHE confidential smart contracts carry the same core risk: fully opaque computation on encrypted data means a flaw can create hidden tokens the network accepts without anyone knowing. Canton rejects this model. No reliance on fragile general ZKP or FHE proofs for core ledger integrity. Instead it uses sub-transaction privacy via Daml smart contracts. Data is shared only on a need-to-know basis with relevant parties. Authorized stakeholders, issuers, custodians and regulators can directly verify balances, issuance rules and history. Anomalies are detectable and recoverable by design. No silent undetectable ledger breaks. For real regulated finance, privacy without auditability is a non-starter. Canton delivers programmable confidentiality with verifiability. $ZEC $XMR $ZAMA $CC

Name & Symbol: Zama ($ZAMA)
Address: 0x6907a5986c4950bdaf2f81828ec0737ce787519f

$BTC dominance getting hammered while $HYPE continues making new ATH’s. Utility season. https://t.co/QwcFY78NAV

Name & Symbol: Aethir Token ($ATH)
Address: 0xbe0ed4138121ecfc5c0e56b40517da27e6c5226b

The illusion of decentralization is breaking down in front of our eyes. “Any contract holding freezable assets could have the same issue. This includes DeFi, staking contracts, bridges, etc.” - $ZAMA founder https://t.co/R9zlEDPbcR

Name & Symbol: Zama ($ZAMA)
Address: 0x6907a5986c4950bdaf2f81828ec0737ce787519f

Circle has refused to freeze $420 MILLION in stolen funds across 15 hacks this year. Today they froze $12.6 MILLION in user funds at a privacy protocol over a private DAO dispute. Zama is a confidential payments protocol on Ethereum. Their cUSDC contract lets users hold and move USDC privately. A few hours ago Circle quietly added that contract to its USDC blacklist. $12.6 MILLION in user deposits, frozen. Zama wasn't notified. The trigger wasn't a hack. It was a US civil case. On May 11, a wallet linked to Overnight Finance deposited $12.4 MILLION into Zama. Overnight Finance is currently being sued by its own token holders. The allegation is that the team is winding the protocol down in a way that benefits insiders. One of the plaintiffs is Patagon Management. A Delaware LLC run by Diogenes Casares. The same firm that sued Aragon, Spartacus DAO, and Concave Finance. The same firm crypto media has labeled "RFV raiders" for buying into protocols, demanding treasury distributions, and suing if they don't get them. Patagon won a court order. The order included freezing the assets in question. Circle complied by blacklisting the Zama contract those assets had been deposited into. Every other user with funds in that contract was frozen as collateral damage. Circle's CEO Jeremy Allaire has said for the past two months that USDC will only be frozen under court order. Not on social media pressure. Not even during active hacks. The Drift Protocol hack in April moved $232 MILLION in stolen USDC across blockchains using Circle's own bridge over six hours. Circle did nothing. Today the same policy froze $12.6 MILLION in unrelated user funds because of a private commercial lawsuit. Circle won't act when stolen money moves. Circle acts when lawyers send paperwork. The difference is who Circle protects and who gets caught in the middle.

Name & Symbol: Zama ($ZAMA)
Address: 0x6907a5986c4950bdaf2f81828ec0737ce787519f

Thanks to @zachxbt, we found the root cause and will be taking the appropriate actions to unblock the situation. Tldr; this has nothing to do with Zama, or privacy. The issue stems from an address related to the Overnight Finance hack, which deposited over ~$12.5m USDC into our confidential USDC wrapper contract. Back when they did, their address wasn't on any sanctions list and was not flagged by our KYT tools. However, a court order yesterday night placed a restraining order on various wallets linked to the hacker. Since there wasn't much utility yet for the cUSDC wrapper, there were very little funds in it, and as a result the vast majority (>99%) of funds in the cUSDC contract came from that single hacker's deposit. Because of this, the court order asked to freeze our wrapper contract to freeze the hacker's fund. So the sanction was not against Zama, or against privacy. It was a classic restraining order as we see often in DeFi, and we should have been notified so we could have taken the appropriate actions on our side. I want to be very clear about something: our posture has always been compliant confidentiality, and we will not tolerate any illicit behavior in our protocol. It's also really useless for hackers to try to use Zama to hide their trail as we are precisely not a mixer and we do not obfuscate the sender and recipient, only balances and amounts. Eg you can see the hacker's cUSDC transactions here: https://t.co/yFtdaz5ytU We are in touch with the various people involved to resolve the situation asap. In the meantime, we will pause the cUSDC, cUSDT and cWETH contracts until we have finished our investigation, identified all addresses linked to this case and taken appropriate action. I will share a more detailed post-mortem and how we plan to deal with such requests in the future.

Name & Symbol: Zama ($ZAMA)
Address: 0x6907a5986c4950bdaf2f81828ec0737ce787519f

As Canton adoption grows, I'm diving into the featured apps in the ecosystem. $EDEL (@edeldotfinance) is building the lending layer for tokenized equities, turning stocks into yield engines with on-chain borrowing/lending; native to Canton’s privacy-enabled institutional network. Positioned perfectly for the RWA + tokenization narrative.

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

Watching $EDEL here. Merkl integration going live adds a real incentive layer: stocks ~15% APR, USDC ~12%, STRC boosted to ~20% during the campaign. At $5M MCAP there's asymmetry; they're the on-chain securities lending protocol for tokenized equities in a $2.5T market that's just getting started (Ondo, Canton Network tailwinds). Room to run if usage sticks. Chart also looks primed.

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

The truth is, Trump and his sons sat in a room and laughed about how hard they're gonna rug the crypto dorks. There was never, ever a plan to support the industry. Goal was max extraction from day 1. Regardless, I'm glad to see an evolution and revival with tickers like $VVV $POD $SERV tied to AI + utility and revenue. And unlike equities, the amount of legit companies in crypto can be counted on a few hands, which simplifies things.

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

LATEST: 💰 Bitwise CIO Matt Hougan says privacy could become crypto's next killer app as Arc, Canton and Tempo raise more than $1B combined at valuations above $10B. https://t.co/Nt6felArgI

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

$POD powers the inference/compute side of the same privacy-first AI ecosystem that $VVV governs and monetizes. Its flagship dolphin mistral 24B venice edition is the default “venice uncensored” model which is the most popular and highest-usage model on the entire platform, with millions of HF downloads. A high-beta/leverage play on $VVV's growth in the uncensored AI sector. 100% of their inference network revenue will go to buy back and burn $POD. https://t.co/U45wSxoHNG

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

In a few weeks I think more people will be talking about $POD. $VVV $TAO https://t.co/Ubskf2yfQz

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

In a few weeks I think more people will be talking about $POD. $VVV $TAO https://t.co/Ubskf2yfQz

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

Privacy x AI narrative are exploding. $ZEC up massive. $VVV has ripped hundreds of % over the past 3 months, while $POD exploded +300% in just the last 30 days.

Name & Symbol: Venice Token ($VVV)
Address: 0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf

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: Midnight ($NIGHT)
Address: 0xfe930c2d63aed9b82fc4dbc801920dd2c1a3224f

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

➥ 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

➥ 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

$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: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631

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

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

$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: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

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

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: GameBuild ($GAME)
Address: 0x825459139c897d769339f295e962396c4f9e4a4d

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