Confidential DeFi is starting to take shape. @Zama launched their app today, making it easier to shield assets and use confidential tokens onchain. The first yield venue for private USDC (cUSDC) goes live on Morpho with Steakhouse. Until now, private capital had limited utility, but now it can be deployed. Confidential infrastructure is gradually becoming part of the DeFi stack.

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

Confidential DeFi is starting to take shape. @Zama launched their app today, making it easier to shield assets and use confidential tokens onchain. The first yield venue for private USDC (cUSDC) goes live on Morpho with Steakhouse. Until now, private capital had limited utility, but now it can be deployed. Confidential infrastructure is gradually becoming part of the DeFi stack.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Okay, it’s still early in @DeFiSaver's rewards S1 The leaderboard is starting to take shape, but there’s plenty of time to catch up. With 10 days left, both perp volume and DeFi activity can still move you up meaningfully. With Hyperliquid now integrated, you can run perps alongside lending strategies across Aave, Spark, Morpho, Compound, Liquity, and Fluid, all in one place. No need to jump between apps. Also worth noting: @HyperliquidX alerts just went live, so you can track liquidation risk or safety in real time via Telegram, email, or in-app.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

If I had $100k in crypto now, I would: 1. Try to find a job in crypto. Ideally, something with a good part of the compensation as equity/tokens. Something in the intersection of AI/stablecoins/perps/RWA (if possible). 2. Build a Twitter audience and get a network here. Might get in handy when things are booming again, which is why it's the perfect time to start tbh. 3. If you can move to a place where the cost of living is low, that’s great. But I’d argue that having the right people around you matters more. 4. Allocate maybe like $70k in strong alts of this cycle. Some suggestions in my pinned tweet. If you believe in the 4-year cycle, maybe the best time to do so is between now and October, but maybe this time is different? $HYPE already had a great run on its own. I expect it to continue. 5. You’re going to earn something on your job as well, use this to cover your rent and IRL expenses. And if you have some surplus, you could ape these into 6). 6. The last $30k you could rotate around in perp protocols (hopefully grind some volume for a meaningful airdrop or two). In general, try to be where the money is. Get your hands on different games with small amounts to get a “feel” of what you’re good at. Could be DeFi strategies, perps, trench coins++. NFA. DYOR.

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

On DeFi Saver, which is one of the OG DeFi protocols from 2019, you can run your entire DeFi strategy in a single interface, and for the next 2 weeks, you can get rewarded for it too. With @HyperliquidX integrated directly, you can open and manage perp positions without leaving the app, while also combining lending, spot exposure, and leveraged strategies in one place. You can move between protocols like Aave, Spark, Morpho, Compound, Liquity, and Fluid, while hedging or trading perps on Hyperliquid. As an example, you could: 1. Deposit ETH into AAVE 2. Borrow USDC to buy more ETH (effectively looping it). Repeat x number of times, depending on what you feel comfortable with 3. Hedge your position on Hyperliquid with an equally sized ETH short to farm basis or pair it with a beta neutral perp position, eg, short BTC (not market neutral) The opportunities are many on @DeFiSaver tbh. For those who have been in crypto for a long time, remember that DeFi Saver's services have helped users through many cycles already. And now they’re running a $25,000 rewards campaign for Season 1 (June 8–21), where both perp trading and DeFi actions across these protocols count toward your ranking. The scoring system favors profitable activity, not just volume, which makes structured strategies like carry or delta-neutral setups more competitive, which is why a beta-neutral position might be smarter. Can be tried here: https://t.co/wkxpe9zFTH

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Been using the Velvet beta over the past few days, and the main value so far is tracking smart wallet activity and seeing signals a bit earlier, which helps spot moves before they spread across CT. CopyTrade is also built in, making it easier to stay exposed without needing to manage everything manually. - Up to 100% cashback on fees - $VELVET rewards - Smart wallet + KOL tracking across 13M+ wallets - Trading across Solana, Base, Hyperliquid, BNB, and more

Name & Symbol: Velvet ($VELVET)
Address: 0x8b194370825e37b33373e74a41009161808c1488

Crypto is just so different now than it used to be. Things changed in 2024 with the ETF flows. From trading against retail, we’re now trading against professional institutions. Well, I guess this is why altcoins became so insanely popular in the autumn of 2024 (SPX, GOAT, FARTCOIN ++), because the crypto class of 17’ and 21’ was so tired of losing their edge on altcoins, that they had to go somewhere where the new TradFi players weren’t looking (memecoins). We are in the middle of a big change rn. People are not aping altcoins en masse anymore. Instead, we’ve had a rotation to quality altcoins (HYPE, ZEC, NEAR), and this is probably a trend that I could see lasting. What shapes crypto going forward? No doubt that what Saylor does has an impact on the industry. I am by no means an expert on this, but IMO it is not positive that Saylor alone soon owns 5% of the BTC supply. And the same situation we’re seeing with Tom Lee and Ethereum. Smart people are fading ETH and have done that for a very long time. Even the Bankless guys have sold their ETH, but I don’t find it especially interesting to buy it myself. It feels outdated. Hyperliquid is much more exciting.

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

Crypto is just so different now than it used to be. Things changed in 2024 with the ETF flows. From trading against retail, we’re now trading against professional institutions. Well, I guess this is why altcoins became so insanely popular in the autumn of 2024 (SPX, GOAT, FARTCOIN ++), because the crypto class of 17’ and 21’ was so tired of losing their edge on altcoins, that they had to go somewhere where the new TradFi players weren’t looking (memecoins). We are in the middle of a big change rn. People are not aping altcoins en masse anymore. Instead, we’ve had a rotation to quality altcoins (HYPE, ZEC, NEAR), and this is probably a trend that I could see lasting. What shapes crypto going forward? No doubt that what Saylor does has an impact on the industry. I am by no means an expert on this, but IMO it is not positive that Saylor alone soon owns 5% of the BTC supply. And the same situation we’re seeing with Tom Lee and Ethereum. Smart people are fading ETH and have done that for a very long time. Even the Bankless guys have sold their ETH, but I don’t find it especially interesting to buy it myself. It feels outdated. Hyperliquid is much more exciting.

Name & Symbol: Goatseus Maximus ($GOAT)
Address: CzLSujWBLFsSjncfkh59rUFqvafWcY5tzedWJSuypump

Crypto is just so different now than it used to be. Things changed in 2024 with the ETF flows. From trading against retail, we’re now trading against professional institutions. Well, I guess this is why altcoins became so insanely popular in the autumn of 2024 (SPX, GOAT, FARTCOIN ++), because the crypto class of 17’ and 21’ was so tired of losing their edge on altcoins, that they had to go somewhere where the new TradFi players weren’t looking (memecoins). We are in the middle of a big change rn. People are not aping altcoins en masse anymore. Instead, we’ve had a rotation to quality altcoins (HYPE, ZEC, NEAR), and this is probably a trend that I could see lasting. What shapes crypto going forward? No doubt that what Saylor does has an impact on the industry. I am by no means an expert on this, but IMO it is not positive that Saylor alone soon owns 5% of the BTC supply. And the same situation we’re seeing with Tom Lee and Ethereum. Smart people are fading ETH and have done that for a very long time. Even the Bankless guys have sold their ETH, but I don’t find it especially interesting to buy it myself. It feels outdated. Hyperliquid is much more exciting.

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

Solstice is basically Solana’s yield layer: top 3 by TVL for delta‑neutral products (over $400m), 3 years of net positive revenue, a 6.6 Sharpe, and $2m+ already paid out to users. $USX is their Solana‑native dollar at the base of the stack, overcollateralized and plugged into Kamino, Loopscale, Raydium, Orca ++ so you can loop and build more advanced yield setups. If you lock $USX into YieldVault, you get eUSX back, and then you can shuffle that across Solana DeFi to stack YieldVault performance, LP fees, partner incentives, and Flares (which all feed into the SLX airdrop). On the credit side, strcUSX brings a Nasdaq‑listed credit instrument on‑chain, so you basically get access to the Saylor yield product in a Solana wrapper imo. SLX is @solsticefi governance + access key with 1B fixed supply, no VC allocation, and the TGE (token launch) is today. If you stake it you get priority vault access and instant eUSX redemptions, which is nice for people with size.

Name & Symbol: SLIMEX ($SLX)
Address: 0x8a063a9ff4de28dcb87117cc759be6ce70e09f81

Since this post: HYPE: +61% TAO: -9% NEAR: +77% LIT +36% PUMP: +8% ZEC: +151% MON: +4% MEGA: -31% Equally weighted: 36,8% Atm feeling most insecure about MEGA and PUMP. Highest conviction currently: HYPE, LIT, NEAR (ZEC but it has already had a solid run?). TAO comeback soon?

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

The @alloranetwork is building a decentralized market for intelligence. ML models compete on performance to deliver predictive signals. With clear applications across DeFi and prediction markets. As accuracy compounds, the network improves over time. Happy to partner with Allora on this innovative approach.

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

We’re all mapping opportunities for 2026, and one shift feels increasingly obvious: privacy is becoming a first-order requirement in crypto. Both retail and institutions are demanding it. That’s why @zama looks uniquely well-positioned. Blockchains are transparent by default, and that exposes users and institutions to value leakage, front-running and targeted attacks (eg. people being hunted on Hyperliquid). With the Zama Protocol, onchain activity can be encrypted by design using FHE. And ERC-7984 (confidential tokens) lets anyone issue, trade, and manage assets confidentially on any blockchain, enabling private balances, private transfers, and real confidential on/off-ramps.

Name & Symbol: Mind Network ($FHE)
Address: 0xd55c9fb62e176a8eb6968f32958fefdd0962727e

Pretty based price action for $RAVE. Up 85% over the last 24h. Built on Base and supported by an ecosystem of 50+ Web2 and Web3 partners, the project is seeing strong financial growth: $1.3M revenue in 2024, $3M in 2025, and projections exceeding $7M by 2026. With backing from CZ, Aster, Jesse (Base), WLFI, Trump Jr++, and listings across top exchanges, momentum continues to build. Partnered up with @RaveDAO to bring some awareness to this.

Name & Symbol: RaveDAO ($RAVE)
Address: 0x97693439ea2f0ecdeb9135881e49f354656a911c

"In your loan application here you said that you wanted to use Fartcoin as collateral for your mortgage. Could you expand more on that?" https://t.co/6cURvZFnAR

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

RaveDAO is a community-owned entertainment protocol merging onchain culture and real-life music events. Recently they featured one of the biggest DJs, Charlotte de Witte, in Singapore. With over 100K attendees across 20+ global events, it bridges Web3 and real-world adoption. Built on Base with 50+ Web2 and Web3 partners and has real revenue with $1.3M in 2024, $3M in 2025 and $7M+ projected for 2026. Supported by CZ, Aster, Jesse from Base, WLFI, Trump Jr++ and listed on all the biggest exchanges. Partnered up with @RaveDAO to bring some awareness to this.

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

RaveDAO is a community-owned entertainment protocol merging onchain culture and real-life music events. Recently they featured one of the biggest DJs, Charlotte de Witte, in Singapore. With over 100K attendees across 20+ global events, it bridges Web3 and real-world adoption. Built on Base with 50+ Web2 and Web3 partners and has real revenue with $1.3M in 2024, $3M in 2025 and $7M+ projected for 2026. Supported by CZ, Aster, Jesse from Base, WLFI, Trump Jr++ and listed on all the biggest exchanges. Partnered up with @RaveDAO to bring some awareness to this.

Name & Symbol: RaveDAO ($RAVE)
Address: 0x97693439ea2f0ecdeb9135881e49f354656a911c

Some crypto narratives I am interested in going into 2026: -Neobanks -Stablecoins (TradFi implementation and rails) -Undercollateralized lending (hopefully) -Privacy -Prediction markets -Perp DEXes -TradFi DeFi (low risk yield) -Sports betting -RWA -Tokenization for OTC platforms -Chain abstraction (shouldn't matter what chain you are on) -AI

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

After listing at Bithumb a couple of days ago $BOB increased 150%, still up 100% since then. BOB offers 1-click BTCFi deposits, withdrawals, and staking across 11+ chains, giving 15,000+ dapps access to native BTC liquidity and user base. Only 0.4% of Bitcoin’s $1.8T market cap is in true Bitcoin DeFi versus 30% for Ethereum. BTC DeFi is the most clear opportunity for its unrealized potential. I am an investor in @build_on_bob.

Name & Symbol: BOB ($BOB)
Address: 0x52b5fb4b0f6572b8c44d0251cc224513ac5eb7e7

Since 2021, @Polytrade_fin has built the largest RWA marketplace globally covering 90%+ of all public tokenized RWAs. With this announcement, institutional investors now get something the market has been missing: a dedicated blockchain for real estate, backed by a real distribution engine and a global network of issuers, capital providers, and partners. Integra already works with asset managers overseeing $12B in real estate across the US and UAE. If even 50% of this goes on-chain ($5B), and we assume a conservative 10% rental yield, that’s ~$500M in annual rental flows. As an asset specific L1 launching its own stablecoin, Integra can capture revenue from the stablecoin float, a business model uniquely aligned with real-world cashflows. Partnering with Polytrade gives @Integra_layer something no other chain has at launch: distribution, assets, and institutional credibility. Partnered up with Integra to bring some awareness to this.

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

Posted this in my TG channel back in January. Fartcoin down 90% since this (obviously). https://t.co/1Mhjlaj7Ol

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

A second airdrop is already scheduled for Monday (Monad mainnet day), with no cliff and no lock. The team also hinted at more partners, integrations, and additional reward layers that will roll out after mainnet. Both liquid staking and dex aggregator products will be live on Day 1. aPriori, a project I have invested in, is building the first high-frequency trading platform, and their team comprises ex-Jump, Citadel, Amber, Flow Traders, and Coinbase, and had investors in the latest raise from Pantera and Hashkey, among others.

Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099

Nest is the foundation of Plume’s DeFi ecosystem, launching with 1% of the total PLUME token supply reserved for early participants. Every DeFi activity now earns Plume Nest Points (PNP), redeemable for $PLUME tokens. The campaign runs from November to March, and will scale the liquidity across the RWAfi landscape. I am an investor in @plumenetwork.

Name & Symbol: Plume ($PLUME)
Address: 0x4c1746a800d224393fe2470c70a35717ed4ea5f1

If I had $10,000 in crypto right now, I would -Max farm perp DEXes: HL, Lighter, Paradex, Extended, EdgeX, Pacifica++. Focus on low OI coins and do delta neutral between the DEXes. -In general, focus on airdrop farming: remember the Plasma sale. Accounts got $9k in an airdrop even if they allocated as low as $1 into the sale. -Try to join the MegaETH sale with $2,650 -Polymarket: provide liquidity and take small bets daily to make volume with the focus on breaking even. Focus on bets that resolve quickly to create massive volume. -Make a good Twitter account, play the long-term game, and only write about good projects if you participate in InfoFi. -Build up your presence on Twitter, and use that leverage to apply for a web3 job -Join Kaito, Cookie, Ethos, Wallchain etc., and join campaigns where you're paid to post about quality projects -Build a tight group with friends in here that you can discuss trades and strategies with. I would say 4-8 people max. Everyone in the group should have an edge in some form and be active.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

If I had $10,000 in crypto right now, I would -Max farm perp DEXes: HL, Lighter, Paradex, Extended, EdgeX, Pacifica++. Focus on low OI coins and do delta neutral between the DEXes. -In general, focus on airdrop farming: remember the Plasma sale. Accounts got $9k in an airdrop even if they allocated as low as $1 into the sale. -Try to join the MegaETH sale with $2,650 -Polymarket: provide liquidity and take small bets daily to make volume with the focus on breaking even. Focus on bets that resolve quickly to create massive volume. -Make a good Twitter account, play the long-term game, and only write about good projects if you participate in InfoFi. -Build up your presence on Twitter, and use that leverage to apply for a web3 job -Join Kaito, Cookie, Ethos, Wallchain etc., and join campaigns where you're paid to post about quality projects -Build a tight group with friends in here that you can discuss trades and strategies with. I would say 4-8 people max. Everyone in the group should have an edge in some form and be active.

Name & Symbol: Cookie DAO ($COOKIE)
Address: 0xc0041ef357b183448b235a8ea73ce4e4ec8c265f

Phase 2 of the FIGHT ICO just went live on @Solana. The first round on @BNBCHAIN saw high demand with 21x oversubscription. Participants who have been staking $HOLO on the Holoworld launchpad will receive prioritized allocations. Wrote more about FIGHT here: https://t.co/MOhXBTnfQv Partnered with @JoinFightID to bring some awareness to this.

Name & Symbol: Holoworld AI ($HOLO)
Address: 0x1a5d7e4c3a7f940b240b7357a4bfed30d17f9497

If I had $10,000 in crypto right now, I would -Max farm perp DEXes: HL, Lighter, Paradex, Extended, EdgeX, Pacifica++. Focus on low OI coins and do delta neutral between the DEXes. -In general, focus on airdrop farming: remember the Plasma sale. Accounts got $9k in an airdrop even if they allocated as low as $1 into the sale. -Try to join the MegaETH sale with $2,650 -Polymarket: provide liquidity and take small bets daily to make volume with the focus on breaking even. Focus on bets that resolve quickly to create massive volume. -Make a good Twitter account, play the long-term game, and only write about good projects if you participate in InfoFi. -Build up your presence on Twitter, and use that leverage to apply for a web3 job -Join Kaito, Cookie, Ethos, Wallchain etc., and join campaigns where you're paid to post about quality projects -Build a tight group with friends in here that you can discuss trades and strategies with. I would say 4-8 people max. Everyone in the group should have an edge in some form and be active.

Name & Symbol: Cookie DAO ($COOKIE)
Address: 0xc0041ef357b183448b235a8ea73ce4e4ec8c265f

If I had $10,000 in crypto right now, I would -Max farm perp DEXes: HL, Lighter, Paradex, Extended, EdgeX, Pacifica++. Focus on low OI coins and do delta neutral between the DEXes. -In general, focus on airdrop farming: remember the Plasma sale. Accounts got $9k in an airdrop even if they allocated as low as $1 into the sale. -Try to join the MegaETH sale with $2,650 -Polymarket: provide liquidity and take small bets daily to make volume with the focus on breaking even. Focus on bets that resolve quickly to create massive volume. -Make a good Twitter account, play the long-term game, and only write about good projects if you participate in InfoFi. -Build up your presence on Twitter, and use that leverage to apply for a web3 job -Join Kaito, Cookie, Ethos, Wallchain etc., and join campaigns where you're paid to post about quality projects -Build a tight group with friends in here that you can discuss trades and strategies with. I would say 4-8 people max. Everyone in the group should have an edge in some form and be active.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

BNB pumped from $700 to $1400 over the past two months (now retraced a bit), and the BNB ecosystem projects have largely been the top performers because of this. Velvet offers an edge for anybody looking to trade in the BNB trenches with analytics, AI and a trading terminal. It is backed by YZi Labs, and $Velvet is native to BNB. I am an investor in the project.

Name & Symbol: Velvet ($VELVET)
Address: 0x8b194370825e37b33373e74a41009161808c1488

Some more thoughts on the @megaeth_labs sale: The final price will be $999M FDV, there's no doubt about that. Which means the total raise will be $50m. If the sale becomes 20× oversubscribed the allocation will be adjusted accordingly by the team. So 186k/20 = 9,3k. But then you have to adjust for people owning MegaETH culture NFTs, punks, pudgys, miladies, people on the @KaitoAI leaderboard, DeFi OGs ++ The open bidding period starts at 1pm UTC on October 27th and runs for 72 hours. At first I was thinking, since we have 72 hours, you could just wait to see how oversubsribed it will be, before you drop your allo. But I have a feeling that they will give allocations based on how much you comitted. Let me give you an example: let's say the sale is 20x oversubscribed and there is only 1 hour left of the sale, you decide to drop 10k only since you don't expect to get more. Well, what if they decide to divide it pro-rata, so that allocated amount gets divided on 20, so 10k/20 = $500 allocation (then adjusted to min cap which is $2,500 or so). @0xBreadguy said in a tweet: "If you bid and don't get full allo you still get back your money during refund period. Better question is which outcome would you regret more? You allocate $5k and get $5k, wondering if you would have received $100k, or You allocate $100k and get $5k, knowing it was outside your control at that point. Not everyone will get the allo they want but we'll try to get the right people involved". I guess the biggest question for everyone right now is: if invest 10k and get 9,3k allocated...would i get more if i invested 50k, 100k or even the full 186k? @onchainmo writes: "I’ve already heard from several people that they and their entire extended families will be participating in the sale (yes, KYC is an extra hurdle, but not a real barrier for sybils). But I’m confident the team will filter well using things like social reputation, on-chain activity etc." The sale will definitely be crowded AF, and based by how "hassle" it is for most people to set up Echo + Sonar, I hope we filter out a lot of people that way.

Name & Symbol: Echo Protocol ($ECHO)
Address: 0x06238c1b8e618abedf17669228dc95fb2d2e210b

$CPOOL up almost 100% on the Upbit listing, now retracing a bit, but still up significantly. On top of that, @ClearpoolFin is resuming their buyback program. Bullish for my bags. https://t.co/Fby04boVg0

Name & Symbol: Clearpool ($CPOOL)
Address: 0x66761fa41377003622aee3c7675fc7b5c1c2fac5

BREAKING: COINBASE REBRANDS TO COBIEBASE AFTER STRIKING $375M DEAL FOR CRYPTO-INVESTING PLATFORM ECHO: WSJ

Name & Symbol: Echo Protocol ($ECHO)
Address: 0x06238c1b8e618abedf17669228dc95fb2d2e210b

Think this is a good thesis. $PROVE is also one of the few projects that is actually higher vs its price before the Black Friday crash on October 10th. ZK and privacy narrative is on the rise. Bullish @SuccinctLabs.

Name & Symbol: Succinct ($PROVE)
Address: 0x7ddf164cecfddd0f992299d033b5a11279a15929

STBL has adopted Wormhole’s Native Token Transfers (NTT) to bring its USD-pegged stablecoin, USST, natively to Ethereum and BNB Chain, expanding its multichain presence. The STBL protocol introduces a modular approach by separating stability, yield, and governance into three distinct tokens: USST, the stablecoin; YLD, the yield claim token; and @stbl_official, the governance token.

Name & Symbol: STBL ($STBL)
Address: 0x8dedf84656fa932157e27c060d8613824e7979e3

Kernel is emerging as one of DeFi’s most complete ecosystems, with over $2.4 billion in TVL across its products. Kelp, its leading LRT on $ETH, ranks second in the category, with rsETH integrated into Aave, Morpho, and Linea. Gain is preparing to launch stablecoin vaults offering yields above 20% APR, while Kernel Infra already supports 150 million dollars in restaking infrastructure on BNB. The next phase is KRED, the Internet of Credit, a scalable on-demand credit layer that enables instant and borderless real-world payments. Its foundation, KUSD, will be the first rewards-bearing stablecoin backed by real-world receivables. The Ethereum Foundation and Chainlink Members have also collaborated on this one infrastructure upgrade. With stablecoins surpassing $300 billion mcap and processing over $43 trillion in monthly settlement volume, KernelDAO now targets the $220 trillion short-term credit market that powers “buy-now-pay-later”, supply-chain finance, and global remittances. The Stablecoin is poised to yield 15-20% APR from institutional repayments which can add up to 50% APR through looping. Each product, including Kelp, Gain, Kernel Infra, and KRED, channels value into the $KERNEL token, positioning it to capture a significant share of the new Internet of Credit narrative. I am an investor in the project.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Kernel is emerging as one of DeFi’s most complete ecosystems, with over $2.4 billion in TVL across its products. Kelp, its leading LRT on $ETH, ranks second in the category, with rsETH integrated into Aave, Morpho, and Linea. Gain is preparing to launch stablecoin vaults offering yields above 20% APR, while Kernel Infra already supports 150 million dollars in restaking infrastructure on BNB. The next phase is KRED, the Internet of Credit, a scalable on-demand credit layer that enables instant and borderless real-world payments. Its foundation, KUSD, will be the first rewards-bearing stablecoin backed by real-world receivables. The Ethereum Foundation and Chainlink Members have also collaborated on this one infrastructure upgrade. With stablecoins surpassing $300 billion mcap and processing over $43 trillion in monthly settlement volume, KernelDAO now targets the $220 trillion short-term credit market that powers “buy-now-pay-later”, supply-chain finance, and global remittances. The Stablecoin is poised to yield 15-20% APR from institutional repayments which can add up to 50% APR through looping. Each product, including Kelp, Gain, Kernel Infra, and KRED, channels value into the $KERNEL token, positioning it to capture a significant share of the new Internet of Credit narrative. I am an investor in the project.

Name & Symbol: GriffinAI ($GAIN)
Address: 0xa890f8ba60051ec8a5b528f056da362ba208a96f

This collab connects two of the biggest liquidity layers in crypto: Bitcoin and stablecoins. Only about 1% of total BTC supply is active onchain, that’s wild in 2025. Now that Lombard’s yield-bearing LBTC is plugged into Resolv's cluster, Bitcoin yield can finally move onchain and be used directly as collateral for stablecoins. Resolv plans to stake over 1,300 $BTC in the initial phase. It’s the start of Bitcoin becoming productive capital at scale.

Name & Symbol: Resolv ($RESOLV)
Address: 0xda6cef7f667d992a60eb823ab215493aa0c6b360

PENGU, REKT, MEME, DOOD, and ANIME are web3 culture tokens with both strong web2 and web3 distribution. PENGU reaches massive audiences through billions of GIF views across social platforms. REKT builds visibility through real-world products like energy drinks. MEME leverages 9GAG’s huge audience, driving millions of monthly visits and social engagement. Culture-driven web3 tokens are gaining ground by extending their brands into mainstream markets beyond crypto. Bullish.

Name & Symbol: Doodles ($DOOD)
Address: 0x722294f6c97102fb0ddb5b907c8d16bdeab3f6d9

PENGU, REKT, MEME, DOOD, and ANIME are web3 culture tokens with both strong web2 and web3 distribution. PENGU reaches massive audiences through billions of GIF views across social platforms. REKT builds visibility through real-world products like energy drinks. MEME leverages 9GAG’s huge audience, driving millions of monthly visits and social engagement. Culture-driven web3 tokens are gaining ground by extending their brands into mainstream markets beyond crypto. Bullish.

Name & Symbol: Rekt ($REKT)
Address: 0x20482b0b4d9d8f60d3ab432b92f4c4b901a0d10c

Here's an example from PinLink’s UAE site where they're tokenizing real-world assets, like miners and data centers, onchain using ERC-1155 fractions. @PinLinkAi is establishing itself as a top infrastructure protocol by focusing on RWA, BTCFi, and DePIN, and uses consistent token buybacks to reduce supply.

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

The @b3dotfun payment product Anyspend has now launched its token, and they're airdropping it to early supporters. Anyspend's Q2 points campaign has officially launched. Simply use Anyspend for deposits, trading, and swaps to earn points and receive airdrops. Anyspend transaction fees will be used to buy back $B3 and $ANY, creating value for both tokens.

Name & Symbol: B3 ($B3)
Address: 0xb3b32f9f8827d4634fe7d973fa1034ec9fddb3b3

Aria Protocol is set to tokenize $100 million worth of music IP from global stars including Justin Bieber, Dua Lipa, Miley Cyrus, BTS, and BLACKPINK on the Story blockchain. The project aims to create the world’s largest institutional-grade platform for IP tokenization. Backed by $15 million from leading investors such as Polychain, Aria will allow fans and institutions alike to invest in artists in a new way by purchasing tokens tied to income-generating rights from their music.

Name & Symbol: AriaAI ($ARIA)
Address: 0x5d3a12c42e5372b2cc3264ab3cdcf660a1555238

$CPOOL back to the levels from before the market crash on Friday. Clearpool is expanding into the PayFi sector, enabling credit access for global stablecoin payments and establishing itself as a major player in RWA DeFi. https://t.co/OktiT4KhIr

Name & Symbol: Clearpool ($CPOOL)
Address: 0x66761fa41377003622aee3c7675fc7b5c1c2fac5

$HOME is one of the few tokens that are already back to the prices it had before the Black Friday collapse. 80% of the protocol revenue is being used for $HOME buybacks. On top of that, the team is buying back $HOME tokens from the Kaito campaign. I have a bag. https://t.co/pRAxrrkQkn

Name & Symbol: Defi App ($HOME)
Address: 0x4bfaa776991e85e5f8b1255461cbbd216cfc714f

As every other altcoin, $PROVE wicked down 60%. Now almost back to where it was before Black Friday. It is one of the top gainers in the past 24 hours, and the ZK and privacy narrative is on the rise. Bullish @SuccinctLabs

Name & Symbol: Succinct ($PROVE)
Address: 0x7ddf164cecfddd0f992299d033b5a11279a15929

Seeing some people mock perp traders, but yesterday was different. Even the risk averse guys I know lost a lot. Let's say you had bids at Fartcoin at $0.30 at a reasonable leverage (eg. 3x). Imagine you watch the price, it is $0.60 and you watch some Netflix on a Friday night, you have limit orders at $0.30, thinking that these stink bids will never fill. Then suddenly price starts nuking because of the Trump news and your Telegram alerts pop off left and right. You pay attention and start dreaming about filling with size. After all, Degen Ping said to bid on this exact day. Minutes later you're happy because your Fartcoin limit order fills. You almost can't believe it. Generational wealth next. 3 min later your 3x long is wiped out because Fartcoin touches $0.10. Brutal, but I can imagine a similar situation happened to many last night. The Generational entry that nuked lower than what people could think was possible. Check in on your friends. A brutal day for many. Peace.

Name & Symbol: Fartcoin ($Fartcoin)
Address: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump

With potential $SOL ETF approvals by mid-October unlocking major liquidity, @saros_xyz could be a good infrastructure bet in the ecosystem. After the Bybit dump in August, and seeing how the tokens got bought back right after, there is some strong forces going on here that tells me that these people will defend the project no matter what. $SAROS is available at Bybit, Kraken, Binance Alpha++. I have a bag here.

Name & Symbol: Saros ($SAROS)
Address: SarosY6Vscao718M4A778z4CGtvcwcGef5M9MEH1LGL

You are literally one degen play away from never having to go to work again. Yes, the market looks shitty AF right now. But instead of giving up, it is in times like this you prepare for the next big runner.

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

Many of the top crypto projects this cycle come from HFT and hedge fund backgrounds: eg. Hyperliquid, Aster, Kaito…but one to watch now that Monad launch is around the corner is @aPriori. Backed by YZI Labs and built by ex-HFT traders, it’s shaping up as the key player in the Monad ecosystem. The founder has close ties with CZ, which could open some doors if things heat up. aPriori is turning order flow into yield by merging MEV and staking into one system. Instead of MEV only benefiting bots or validators, aPriori redistributes it back to stakers, creating fairer, more efficient trading and higher onchain yields.

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

The team also confirmed that all upcoming token unlocks will be retained in the treasury and staked. Further, all stablecoin minting fees will be used for STBL buybacks, with less than 5% of unlocked tokens utilized this quarter and buybacks beginning on October 31. $STBL is founded by one of Tether’s co-founders, and the project already has announced USST minting upwards of $100M with partners like Wave and Franklin Templeton. On October 10, it will integrate with Ethereum, opening access to the broader DeFi ecosystem. I am bullish and have a bag.

Name & Symbol: STBL ($STBL)
Address: 0x8dedf84656fa932157e27c060d8613824e7979e3