The @virtuals_io ecosystem is making another unexpected comeback. Its price nearly doubled after the 10/10 crash. Several new catalysts such as Robotics, x402, and more are taking effect. Here's an 80/20 of what's happening: UPGRADE #1: ACP - Agent Payments Are Happening Virtuals’ Agent Commerce Protocol (ACP) is now the plumbing behind the entire ecosystem. Imagine agents trading services with each other using USDC, all automated. ACP handles it: escrow, verification and settlement. Fully onchain. Think Fiverr meets Stripe, but for AI agents. This becomes the base layer for the agent economy. UPGRADE #2: x402 connection With @coinbase’s x402 standard taking off (pay-per-call agent payments via stablecoins), ACP becomes even more relevant. Agents can now: • Pay each other per API call. • Monetize data in micro amounts. • Run machine-to-machine economies. • Plug x402 into ACP and you get instant, machine-to-machine micropayments without API keys or subscriptions - exactly what agents need to operate at scale. You’ll hear a lot more about ACP as x402 spreads. Virtuals already has it live. UPGRADE #3: Butler - The Onramp to All of It. Butler is like ChatGPT, but crypto-native and live on X. You can now open perps in DMs with 70+ assets & up to 200x leverage on $BTC/$ETH • Want alpha? Ask @aixbt_agent. • Need token swaps? DM @AIxVC_Axelrod. • Want to stake? Butler can route you to agents. All of this works over DMs on Twitter. No app. No browser extension. Just tag @Butler_Agent and go. Butler routes jobs to specialist agents and settles through ACP/x402. UPGRADE #4: Unicorn Launchpad - New Launch Model Their old “Genesis” launchpad got farmed to death. Everyone farmed points, sold tokens & moved on. So the team decided to scrap it. Unicorn is the new system: • Anti-sniper tax at launch • Team unlocks tied to FDV milestones • 3% ecosystem airdrop to people actually using Butler/ACP. It works like an airdrop, but actually rewarding users who use the ecosystem, not random farmers. UPGRADE #5: Robotics Expansion Virtuals is now helping build the open-source data layer for robotics. Through “SeeSaw”, people can film themselves doing basic actions (like making a sandwich) and robots use this to learn real-world movement. All recorded submissions are verified as “Verifiable Robotic Work” and rewarded. Virtuals takes the “Middle Way”: own the data + capital infra (SeeSaw + Unicorn), not the hardware. It’s live on the @BitRobotNetwork as SN/05 with more quests + rewards coming soon. UPGRADE #6: Lastly, Luna fun AI Memes + Tokens launchpad on BNB network by @luna_virtuals At Luna dot fun, anyone can launch a token and instantly spin up AI-generated meme content using agents. Agents create and post media for your token. ACP attributes work and x402 settles payments - fully on-chain attention without any kind of human hand-holding. And to keep expectations grounded: Here are some points to keep in mind before jumping again into the Virtuals trenches. • Liquidity across agent tokens is still terrible right now. • Most of the ecosystem is early, thinly traded and highly narrative-driven. • Virtuals is building a full agentic economy…but economies take time to form and right now it’s still a cluster of early adopters pushing the flywheel. The entire market is in a high-rotation phase. Narratives catch fire quickly - but they also cool off just as fast. Virtuals has the vision and the traction, but fundamentals and liquidity don’t always move on the same timeline. So, what’s the result of these upgrades? Now you’ve got: • Agents running hedge funds, media desks, DeFi yield vaults • ACP as the payment + coordination layer • x402 for micropayments • Butler as the interface • Unicorn for funding • Robotics for embodiment • Luna fun for content Also @fundstrat now frames Virtuals as the “agentic stack” with ~20k daily active wallets and meaningful daily revenue from trading taxes. It’s one of the few protocols actually building infra for the agent economy and they’re doing it across all layers. If you rotated out of $VIRTUAL earlier this year, this might be a good time to look again. Because this time? If agentic GDP is the next wave, Virtuals built the rails and finally turned them on.

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

With the markets being this choppy, there aren’t too many tokens I feel comfortable holding. It’s best to stick to projects with real adoption and revenue. That’s why I like Stablecoin protocols; they’re capturing 60 %–75 % of all crypto protocol revenue each day. Here’s some of the ones worth watching: Newer Tokens: • @gizatechxyz: AI agents (ARMA) that auto-optimize stable yields w/ consistent 8 to 15% targets. Just crossed $30M in Assets Under Agent, 50k+ unique wallets w/ $3B+ agentic volume & 600k+ autonomous txs, proving real usage along with fast growth. • @mamo: Automatically reallocates your stablecoins in the background so they’re always earning, without you managing anything. $18M AUM and 100% of platform fees returned to token holders. Providing similar use-case depth to Giza across $BTC & $USDC harvesting. • @stbl_official: Lets you mint stablecoins (USST, YLD) that earn yield automatically, backed by real-world assets. Buybacks going live with a $1M STBL acquisition planned, along w/ new peg mechanism that aims to tighten stability. • @solsticefi: Uses a market-neutral trading strategy so its stablecoin ($USX) users earn steady returns even when the market is volatile. Proven results with ~3 years of live testing giving 16.2% trailing 12-mo APY. $273M TVL from 1-click ~3.08% to advanced ~35.14% APY strategies. •@Plasma: It is purpose-built for global stablecoin payments, featuring zero-fee USDT transfers meaning users don’t need a separate gas token. Now contributing more than 1% of the on-chain dollar supply with $1B+ TVL. The PA action has been terrible since launching. BLOCKCHAINS • @ethereum: Dominant settlement layer, almost all stablecoin transactions already settle here, making ETH the base layer for digital dollars. ≈55% of stablecoin supply is on ETH with over $2.82T monthly stablecoin volume (ATH in Oct). • @KeetaNetwork: A payments-first chain, built for instant compliance-ready stable transfers. Like Visa but on-chain using DAG + parallel tx. Launching KUSD (KYC-compliant USD stablecoin) for institutions with Keeta Card, Pay & Dex already live with ongoing Roadmap V2. Issuers • @HyperliquidX: Most of its trading volume is USDC-settled, making $HLP a proxy for stablecoin activity while capturing real fee revenue. $80B+ cumulative volume, 300k+ traders, and $25M+ in protocol revenue YTD show it’s emerging as one of the most sustainable “non-stablecoin” ways to gain stablecoin exposure. ISSUERS • @ethena_labs ($USDe): A delta-neutral stablecoin backed by staked ETH + hedges. Over ~$5B TVL w/ $360M ENA buybacks in 2025 (as of Sept), Also launched JupUSD on Jupiter’s stack. • @SkyEcosystem ($USDS / sUSDS): Mint a decentralized dollar w/ upgraded stablecoin yield-bearing option. Stablecoins supply up to $9.2B ( half USDS/half DAI). $81M USDS already used to buy back $SKY. DEFI PRIMITIVES • @0xfluid: All-in-one DeFi hub, enabling users to seamlessly access lending, vaults and DEX from one unified interface with some innovative features. Results are pretty evident, so far fluid has achieved $6B+ market size, $2.5B active loans, $120B+ volume along w/ $15M+ run-rate revenue. • @aave: Blue-chip lending market with native borrow and lend for stablecoins the same way banks handle deposits and loans. $GHO + $55B TVL, with nearly $1T all-time loans & 94k AAVE (~$22M) bought back since May w/ a YTD revenue of $105M in 2025. • @CurveFinance: The main exchange where most stablecoin swaps happen with almost zero price slippage (deep low-slippage pools). Core venue for stable pairs and yield routes with $11B volume in Oct (6-month high) and a TVL of $2.34B. • @pendle_fi: Turns the yield from stablecoins into a tradable asset by splitting yield into tradable PT (principal) / YT (yield) for fixed/variable APY. Heavy stablecoin share with ~$46.4M annualized revenue and >$10B TVL in 2025 RWA BRIDGES • @OndoFinance ($USDY): A stablecoin backed by U.S. Treasuries so holders earn real-world interest. Working in collaboration with Wellington, BlackRock, Franklin Templeton, WisdomTree, Morgan Stanley. Available across major chains with 147 integrations & $1.47B TVL. •@maplefinance ($syrupUSD): A credit-backed stable coin backed by institutional lending, not crypto collateral. More than $5B AUM with $2.16M monthly revenue ATH (~$26M annualized). 25% token buybacks announced with syrup stables coming soon as Aave collateral. There are definitely some risks involved. Recently we saw xUSD and deUSD depeg. Make sure you understand how the stablecoins are collateralized and where the revenue comes from. There are hundreds are stablecoin protocols out there so I’m sure I’ve missed a few. Let me know!

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

When it comes to my assets, I have a simple rule: I want everyone working. I don’t want any assets sitting around being lazy. Don’t you hate prepaid cards or balance apps? You load $100, and it just sits there doing nothing. But what if that card parked your $100 in short-term Treasuries in the background? Your balance still spends like $100 while you’re earning the yield on the back end. How? That’s the concept STBL is applying on-chain with USST. It acts like a normal stablecoin, but behind the scenes, it’s backed by real yield-bearing assets like tokenized T-Bills. They just partnered with Ondo Finance and are using USDY as primary collateral - which instantly unlocks $50M in USST minting capacity. USDY is already backed by short-term Treasuries and cash, held with regulated custodians, with proper legal protections. This keeps USST simple enough for DeFi and compliant enough for institutions. ◾ USST minting has already kicked off using USDY collateral ◾ Multi-Factor Staking (MFS) goes live October 24 ◾ $1M in monthly buybacks kickstarting at the end of October (paid in USST!) On top of that, the first tranche of $STBL tokens just got unlocked. But instead of going into circulation, they will go back in the treasury - exactly as promised at TGE. It feels like stablecoin model is getting upgraded to match how real money should work on-chain Glad to partner with @stbl_official to walk through what they’re building.

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

Look to see what coins are bouncing back the strongest for opportunities. 24hr: • TAO +34.8% • Mantle +26.2% • BNB +14% • Pump +10.9% • ENA + 10.8% Their resilience suggests they’ll hold up best through the choppy months ahead.

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

Despite the bloodbath, Total3 has recovered to $1.06T which is about the same level as a month ago. Think we'll still reach ATH within a few months. But think everyone's going to be cautious the next few months. I remember in previous cycles, China banning Bitcoin was a boogeyman that came around every few months. It'd flush out the leverage and we'd keep marching on. Trump placing tariffs on China is similar. Avoid leverage and watch for the majors that bounce back the fastest.

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

Some teams obsess over the next big launch. Others just keep refining their flywheel until it compounds on its own. Solstice belongs to the second camp - it’s quietly building a yield engine that doesn’t depend on hype cycles. Instead of trying to time the market, they built USX - a stablecoin fully backed by assets like staked SOL and dollar equivalents. And eUSX - its yield-bearing version. The yield doesn’t come from tokens or leverage, but from funding-rate arbitrage and hedged staking strategies that make money whether prices go up or down. The results speak for themselves: • Over $200M TVL on Solana • Around 15K USX holders • Nearly 3 years of stable performance, with average returns near 15% And now they’re expanding into Kamino, where supplying USX earns a 5× multiplier on top of stacking yield with composability across the Solana ecosystem. This feels like Solstice isn’t chasing trends anymore, it’s trying to become the base layer for stable yield-driven DeFi. Glad to partner with @solsticefi to break down what they’re building for Solana Defi.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Everyone hears the soloist, but the real magic comes from the orchestra. Dozens of experts working in sync, each note precise, every movement coordinated. $STBL’s approach to DeFi feels the same: quiet precision, transparency, and discipline behind the scenes while the market watches the louder performers. Last week they announced the minting of a few million dollars worth of $USST: their RWA-backed stablecoin that’s about to go live on Ethereum. If you’ve been following the story. USST isn’t just another “dollar on-chain.” It’s backed by tokenized U.S. Treasuries and money market funds with actual yield-bearing collateral held by regulated custodians. And that’s the big difference. They’re not just building another stablecoin - they’re building stablecoin infrastructure that’s fully RWA-backed, audited and stays compliant enough for institutions to use. $USST minting phase kicks off October 10, starting with assets like USDY, OUSG and iBENJI. They’re also rolling out public analytics dashboards. So anyone can track collateral, liquidity and buybacks on-chain. This is what steady execution looks like in DeFi. Glad to partner with @stbl_official as they bring more transparency and credibility to the stablecoin infrastructure.

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

Early on, Bitcoin was like electricity trapped in a battery. You could hold it but you couldn't do much with it. ETFs came along and plugged that battery into Wall Street which gave pension funds and brokers a way to tap into it. Now @Lombard_Finance is wiring Bitcoin into DeFi’s power grid. Instead of sitting idle, it can finally go to work by earning yield, providing liquidity, and fueling on chain markets through $LBTC. At the core is $BARD, the token that secures, governs, and grows this new layer of Bitcoin finance. • Stake $BARD to secure cross-chain LBTC transfers through Chainlink and Symbiotic. • Hold it to unlock protocol perks like lower fees and priority access. • Own it to shape the future of LBTC itself. It’s already gaining some solid momentum and usage. • LBTC hit $1B TVL in 92 days. • $2B+ in liquidity onboarded. • Integrations with Aave, Solana, Pendle and more. If ETFs brought Bitcoin to Wall Street, Lombard is bringing it to onchain capital markets. And $BARD sits at the center of that shift. Glad to partner with Lombard finance as they build what could become Bitcoin’s first real investment bank.

Name & Symbol: Lombard ($BARD)
Address: 0xd23a186a78c0b3b805505e5f8ea4083295ef9f3a

Most stablecoins feel like this: you move money into “stable dollars” and the yield stays with the issuer. You get liquidity while they collect the interest. Now imagine if it worked like a regular savings account - you lock money and the bank rewards you with an interest. That’s the base idea behind @stbl_official. But what if your bank lets you boost that interest by showing extra commitment: Like holding funds for longer or pairing savings with checking account. That’s basically what Multi-Factor Staking (MFS) is for $STBL. Where you lock $STBL, earn boost with USST and still earn YLD - a design meant to reward long-term holders without cutting capital efficiency. On top of that Premium buybacks are coming in Q4: where 100% of minting fees will go straight into $STBL buybacks. Creating constant demand and a deflationary loop. That combo is the fuel behind the momentum with $STBL. It just touched $6B in FDV. Listed on KuCoin today after already going live on Hyperliquid and other venues. Glad to partner with STBL as they prove stablecoins can be more than just “dollars on-chain.”

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

In crypto we’ve always had access to leverage on native tokens. But equities, FX & gold? There’s almost no onchain access. Imagine if Wall Street’s biggest stocks like Apple, Nvidia and Tesla could be tradable like Bitcoin is: open, global & self-custodial. That’s the shift @avantisfi is pushing. It ALREADY has traction: • $20B+ traded since launch. • $1.5B volume on RWA assets. • FX, gold and oil markets are already live. With all the Base airdrop rumors circling, Avantis might be one of the most natural places to actually build some onchain activity… Base token hype brings new users and AVNT LP incentives pull in liquidity + Season 3 rewards keep traders sticking around. Season 3 alone has 40M $AVNT (~$80M) in rewards over the next 5 months split between traders and LPs - LPs get boosted yields & traders get rewards that massively outpace fees. This creates a simple flywheel effect. The value prop isn’t complicated - bring the assets people already trade trillions of dollars in daily… onto rails where you don’t need permission. One that could make it into a hub for real-world trading markets in crypto form. Glad to be partnered with Avantis as they prove RWAs can be rebuilt onchain.

Name & Symbol: Avantis ($AVNT)
Address: 0x696f9436b67233384889472cd7cd58a6fb5df4f1

In crypto we’ve always had access to leverage on native tokens. But equities, FX & gold? There’s almost no onchain access. Imagine if Wall Street’s biggest stocks like Apple, Nvidia and Tesla could be tradable like Bitcoin is: open, global & self-custodial. That’s the shift @avantisfi is pushing. It ALREADY has traction: • $20B+ traded since launch. • $1.5B volume on RWA assets. • FX, gold and oil markets are already live. With all the Base airdrop rumors circling, Avantis might be one of the most natural places to actually build some onchain activity… Base token hype brings new users and AVNT LP incentives pull in liquidity + Season 3 rewards keep traders sticking around. Season 3 alone has 40M $AVNT (~$80M) in rewards over the next 5 months split between traders and LPs - LPs get boosted yields & traders get rewards that massively outpace fees. This creates a simple flywheel effect. The value prop isn’t complicated - bring the assets people already trade trillions of dollars in daily… onto rails where you don’t need permission. One that could make it into a hub for real-world trading markets in crypto form. Glad to be partnered with Avantis as they prove RWAs can be rebuilt onchain.

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

Some interesting stuff happening with @0xfluid now: • Jupiter Lend on Solana has teamed up with Fluid, pulling in $1.2B in TVL in just 21 days. You can now use $JUP as collateral to borrow USDC. • There’s going to be tons of money flowing into Solana due to DATs. So I think Fluid’s in a strong position to benefit with Jup Lend. • Fluid’s revenue is on track to overtake incentives. Buybacks are starting October 1st. All mainnet revenue for the first month is going towards buybacks. This is ~$1.3-$1.5m of buying pressure. There are plans for Jupiter Lend and L2 revenue streams to be added to the buy back program. • Fluid just ranked #1 among lending DAOs for 30-day active loan growth (+48%). • #1 in stablecoin swaps • Wall Street is wrapping tokens like $FLUID into DATs (stock-like products) so traditional investors can get exposure. • DEX Volume is ~$700m per day. Dex v2 launches next month • They’re planning to launch on Plasma. Remember, Plasma is an L1 build for stablecoin with a projected $2 billion-plus in stablecoin TVL We’ve seen what happens this cycle when a protocol has product market fit, sustainable revenue, and implements buybacks. Lots of great developments that the market hasn’t priced in yet. Disclaimer: not a sponsored post - just grinding for my bags

Name & Symbol: Fluid ($FLUID)
Address: 0x6f40d4a6237c257fff2db00fa0510deeecd303eb

Over $2 trillion of Bitcoin sits mostly idle. It’s the world’s largest pool of digital value. But without real capital markets, BTC can’t move or earn like traditional assets. That’s the problem Lombard set out to solve. They've built $LBTC - a yield-bearing version of Bitcoin that already hit $1B TVL in 92 days. Now they’re pushing it further with cross-chain mobility backed by Chainlink CCIP and Symbiotic restaking for dual-layer security. The security of this system isn’t just theoretical. It’s powered directly by the protocol’s token $BARD. $BARD TGE went live on Sept 18, with listings on all top exchanges. From day one: staking $BARD helps secure LBTC transfers across networks. If something goes wrong, staked collateral gets slashed. If all runs smoothly, stakers earn. It’s basically turning BTC into usable, mobile collateral while giving $BARD a role from day one. Not “maybe in the future,” but live at launch. Happy to partner with @Lombard_Finance as they take the next step in building Bitcoin’s capital markets.

Name & Symbol: Lombard ($BARD)
Address: 0xd23a186a78c0b3b805505e5f8ea4083295ef9f3a

We’ve seen how bonds work in traditional finance. They're split into two pieces: the principal (what you lent) and the yield (the interest you earn). That separation makes bonds one of the most widely used yield instruments in the world. STBL is trying to bring that same logic on-chain. Deposit tokenized treasuries like USDY, OUSG, BUIDL, etc. • Mint USST: a stablecoin you can spend in DeFi. • Get YLD: an NFT that keeps streaming the yield. So for the first time...you don’t have to give up yield just to use your stablecoin. You can spend your stablecoins while still keeping the yield they generate. When it comes to choosing between liquidity or returns, you get both. And now $STBL has officially gone live on Binance Alpha. Giving an early access to the ecosystem users. A points program is already rolling with heavy rewards for early users at https://t.co/BK1a7G27VZ This dual-asset model (USST + YLD) might feel simple. But it’s the kind of design institutions already use with bonds and structured products. Bringing it on-chain could act as a big shift for stablecoin usage. Happy to partner with @stbl_official as they launch and show how stablecoins can be more than just “digital dollars.”

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

Potential to be the largest airdrop in history. Already have a lot of on-chain activity from Aerodrome / Virtuals ecosystem. Gonna move some lending positions over to Base. Thinking activities with Zora, Aerodrome, Morpho, & Virtuals is solid.

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69

Potential to be the largest airdrop in history. Already have a lot of on-chain activity from Aerodrome / Virtuals ecosystem. Gonna move some lending positions over to Base. Thinking activities with Zora, Aerodrome, Morpho, & Virtuals is solid.

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

AI coins. Prediction markets. DeSci. Narratives come and go because capital always rotates here. The market’s heating up and everyone’s wondering what the next narrative could be. One strong candidate is Robotics. Robotics has some of the same tailwinds and hype behind it as A.I. However…AI tokens are already sitting at ~$3B market cap. Robotics? Barely $300M combined. Nvidia is shipping embodied AI GPUs and Tesla is parading Optimus. There’s hype behind Robotics. And crypto is the perfect fit because robots need coordination, sub-cent payments, and tamper-proof logs to prove work. If the market starts heating up, this could be a place capital rotates to. A few names worth knowing: • @codecopenflow: Execution rails for digital + physical robots with its Operators marketplace. Slowly becoming the execution layer for AI workers. • @peaq: L1 for the machine economy already powering 50+ DePIN projects. Dozens of other device/robot networks are building on this. • @AukiNetwork: building the “posemesh” for spatial computing. Making the physical world browsable and navigable for AI. • @UseRobora: VLA-driven platform aiming to standardize robot skills and a marketplace like codec to bid on tasks. • @silencioNetwork: DePIN for real-world audio: trains models so robots can hear and interpret environments with the world’s largest crowdsourced noise dataset. • @homebrewrobots: pushing an “app store” for robot motions, pre-trained skills you can run. • @RoboStack_io: cloud sims + Robot Context Protocol. Targeting agents, humans and robots can coordinate at scale. What’s awesome is that it's still very early. No clear alpha has emerged. If you set yourself up right, you can ride the entire wave as it grows What did I miss and which of these do you think becomes the alpha as the category matures?

Name & Symbol: peaq ($PEAQ)
Address: 0x8b9ee39195ea99d6ddd68030f44131116bc218f6

AI coins. Prediction markets. DeSci. Narratives come and go because capital always rotates here. The market’s heating up and everyone’s wondering what the next narrative could be. One strong candidate is Robotics. Robotics has some of the same tailwinds and hype behind it as A.I. However…AI tokens are already sitting at ~$3B market cap. Robotics? Barely $300M combined. Nvidia is shipping embodied AI GPUs and Tesla is parading Optimus. There’s hype behind Robotics. And crypto is the perfect fit because robots need coordination, sub-cent payments, and tamper-proof logs to prove work. If the market starts heating up, this could be a place capital rotates to. A few names worth knowing: • @codecopenflow: Execution rails for digital + physical robots with its Operators marketplace. Slowly becoming the execution layer for AI workers. • @peaq: L1 for the machine economy already powering 50+ DePIN projects. Dozens of other device/robot networks are building on this. • @AukiNetwork: building the “posemesh” for spatial computing. Making the physical world browsable and navigable for AI. • @UseRobora: VLA-driven platform aiming to standardize robot skills and a marketplace like codec to bid on tasks. • @silencioNetwork: DePIN for real-world audio: trains models so robots can hear and interpret environments with the world’s largest crowdsourced noise dataset. • @homebrewrobots: pushing an “app store” for robot motions, pre-trained skills you can run. • @RoboStack_io: cloud sims + Robot Context Protocol. Targeting agents, humans and robots can coordinate at scale. What’s awesome is that it's still very early. No clear alpha has emerged. If you set yourself up right, you can ride the entire wave as it grows What did I miss and which of these do you think becomes the alpha as the category matures?

Name & Symbol: peaq ($PEAQ)
Address: 0x8b9ee39195ea99d6ddd68030f44131116bc218f6

Mantle just rolled out some of the biggest changes in its history with the Mantle 2.0 AMA At its core, Mantle isn’t trying to be “just another L2.” They’re fusing Bybit - one of the largest exchanges directly into $MNT’s token economy. Think of it like Apple with their iPhones: The device itself is valuable, but what makes it unstoppable is the ecosystem of apps, payments and services that lock users in. Mantle is doing the same by baking $MNT directly into Bybit’s core business: • Pay trading fees in MNT (discounted) • Unlock VIP tiers with MNT • MNT pairs, options, auctions • Even Bybit Card & Pay integrations coming And when you look at Bybit’s numbers: $6B - 10B spot volume, $60B - 80B perps volume. It’s clear this isn’t a side quest. Even a modest % of fees paid in $MNT = billions in annual demand. On top of that, Mantle’s pivot toward real-world assets (RWAs) is interesting. Pairing Bybit’s distribution with Mantle’s infra means tokenized assets can actually move at scale - with the liquidity to back them. We’re glad to partner with @Mantle_Official as they lay out the 2.0 vision: bridging Web2 scale with Web3 rails.

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

So, imagine you own a rare Charizard card. But instead of the company printing more…they start buying some back and locking them in storage. Now there are fewer Charizards in circulation. So what happens? The value of the ones left in the market should go up in value. That’s basically what MultiBank Group is planning to do. In the first half of 2025, MultiBank Group pulled in $209M in revenue (+20% YoY) and $170M in profit. Instead of letting that cash just sit, they’re putting it straight into a $440M buyback & burn program over 4 years. And this isn’t some small-cap experiment. MultiBank Group has 2M+ users, 17 global licenses and decades of TradFi experience. Now they’re channeling those profits directly into their token economy - a model you almost never see at this scale. Glad to partner with @multibank_io to show how a traditional financial powerhouse is blending old-school profits with modern tokenomics.

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

Happy ATH to $FLUID to those who celebrate. I covered them back in December and it’s been amazing watching their execution since the Instadapp days. If this is what they’ve done so far, the next chapter could be even bigger.

Name & Symbol: Fluid ($FLUID)
Address: 0x6f40d4a6237c257fff2db00fa0510deeecd303eb