Funniest part about moltbook is there’s like a 95% chance it’s just a bunch of dudes in call center in the Eastern Hemisphere cranking out posts pretending like it’s an AI network. Zerebro 2.0

Name & Symbol: zerebro ($ZEREBRO)
Address: 8x5VqbHA8D7NkD52uNuS5nnt3PwA8pLD34ymskeSo2Wn

There is no reward for being late. Once something is consensus, even if it is high-value, you won't get outsized returns for minimal effort. There simply is no skill in following consensus plays after they hit critical mass. As the industry matures, "early" has compressed. You had a decade to be early to BTC. You had years to be early to ETH. You had an entire year to be early to NFTs and memes. You had almost a year to be early to HL. You had months to be early to infofi/kaito. The pattern is observable - the market rewards catching valuable things before the critical mass, and the late arrivers generally lose. Your job is to identify the next big thing before it's the next big thing.

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

If you invested $10,000 in penguin 5 days ago you’d have about $13.1 MILLION today 😳

Name & Symbol: Nietzschean Penguin ($PENGUIN)
Address: 8Jx8AAHj86wbQgUTjGuj6GTTL5Ps3cqxKRTvpaJApump

Top 3 on CT today: - Undisclosed ZAMA shills - everyone collectively cheering on penguin - European CT ppl arguing about American politics

Name & Symbol: Nietzschean Penguin ($PENGUIN)
Address: 8Jx8AAHj86wbQgUTjGuj6GTTL5Ps3cqxKRTvpaJApump

Violent repricing of Solana DeFi that trades many multiples below its Eth counterparts despite comparable revenues I am also long $MET

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

holy shit i just realized I can use this for tax lots/tax loss harvesting. Harvested my MET (sold and immediately bought back) on the 31st....and it's up 10% from there. This would be perfect for figuring out which shitters I can cut EOY to save on my bill for Uncle Sam Just use Jupiter 🥂

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

My main takeaways from all the Meteora announcements at MetDhabi: - they're well capitalized - have a real business model - have real products that people actually use - are thinking about how to grow the ecosystem (LP coaching...innovative imo) - are operating cleverly (business-side that is revenue driven || research/open-source side that is bounty driven) - Have seen successful token models and are drawing from all of them (discretionary revenue-funded buybacks || staking native token for points/allo to airdrops - aka the BNB model) The token got smoked in the last 24 hours, but that's fine imo. Outside of majors, you want to be holding tokens that generate meaningful revenue in the underlying business and have a plan to support the token via a portion of the revenue. This checks that box for me, so I'm happy to keep that longer horizon bet on value appreciation when Solana DeFi catches a bid. I've been a multi-year Meteora user (shoutout to my guys Mario and Narko) and partnered up with them a few months ago because I love the tech and think they're a valuable part of the Solana eco. I'll happily continue covering everything they develop.

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

My contrarian opinion is Solana DeFi is extremely undervalued atm. You have some of the absolute best developers constantly shipping new tooling suites and primitives on the SVM, but all of the tokens are valued like shitters. If DeFi really does catch a bid in the post-Clarity Act world, it’ll be tokens for the best products that win (assuming regs do indeed allow for value accretion). I still have basically all of my MET airdrop (some got sized out on the initial NFT LP at 550m) - I’m happy to keep that bet on long term growth of one of my most used Solana protocols.

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

This has gotta be one of the most insane token launches we’ve seen this year no? 10c to $4.50 back to 30c in like 12 days? wtf https://t.co/EfyxaAvypr

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

Fee-switch = bullish step towards tokens as value accrual vehicles. Once the first mover kicks it on, everyone else follows. Who sits in this position on Solana? Meteora. TONS of fee generation. ~1.2bn annualized. From the numbers: UNI: - $2.7b annualized fees - LP Fees 0.30% (0.05% to Protocol; 17%) - Assuming 17% of the protocol fees are used for buybacks, this equates to ~$38M/month MET: - $1.2b annualized fees - Assuming same structure would imply $17M/month PUMP: - buybacks so far equate to a monthly average of $57.4M/month Now let's compare the FDVs/MCaps: UNI: - $9bn FDV/$5.5bn Mcap PUMP: - $4.4bn FDV/$2.6bn Mcap MET: - $400m FDV/$190m Mcap Pretty clear mispricing. My bet is Meteora up. (I still have all of my airdrop tokens)

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

Fee-switch = bullish step towards tokens as value accrual vehicles. Once the first mover kicks it on, everyone else follows. Who sits in this position on Solana? Meteora. TONS of fee generation. ~1.2bn annualized. From the numbers: UNI: - $2.7b annualized fees - LP Fees 0.30% (0.05% to Protocol; 17%) - Assuming 17% of the protocol fees are used for buybacks, this equates to ~$38M/month MET: - $1.2b annualized fees - Assuming same structure would imply $17M/month PUMP: - buybacks so far equate to a monthly average of $57.4M/month Now let's compare the FDVs/MCaps: UNI: - $9bn FDV/$5.5bn Mcap PUMP: - $4.4bn FDV/$2.6bn Mcap MET: - $400m FDV/$190m Mcap Pretty clear mispricing. My bet is Meteora up. (I still have all of my airdrop tokens)

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

Two of the most important legal/regulatory developments for DeFi in years happened in the last 48 hours but barely anyone on CT noticed or wrote about them. The signal left here long ago. Staking tax guidance for ETPs and the Uni fee switch proposal (getting frontrun by insiders signaling that it will actually go live this time) both pave the way for massive previously-inaccessible chunks of capital to flow into DeFi ecosystems. My bet is that Solana DeFi ends up being the main beneficiary - things like Meteora/Jupiter/etc. Will explain more later.

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

Now that Solstice is giving out even more of the total SLX airdrop due to higher TVL being hit, my 22m flares are looking even better. Stable-yield airdrop exposure is very comfy in choppy markets. https://t.co/LpbNcl4kOz

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

AIXBT launched one year ago today. Called it live on the timeline. 9200x One trade can change your life.

Name & Symbol: aixbt by Virtuals ($AIXBT)
Address: 0x4f9fd6be4a90f2620860d680c0d4d5fb53d1a825

are they really going to let us run back VIRTUAL szn on the 1 yr anniversary of AIXBT? surely not...unless....

Name & Symbol: aixbt by Virtuals ($AIXBT)
Address: 0x4f9fd6be4a90f2620860d680c0d4d5fb53d1a825

Actually kinda sad tonight. It's almost been a full year since a $750 buy of VIRTUAL changed the trajectory of my portfolio, social presence, career, and life. Things were much simpler then. You simply had to be curious and look for something somewhat new and somewhat interesting and believe that perhaps others would as well. That world doesn't exist anymore. Somewhere along the way we allowed the systematic destruction of belief via automation, insider scams, and ultimately the rinsing of immense amounts of unsophisticated retail capital. That world is unlikely to ever come back, and I believe the "dream" is largely dead for those coming into this space with very little to use skill or cunning to create large amounts of wealth. This last year treated me extremely well. I saw growth and wealth creation that were unlike anything I could have ever imagined. It allowed me to set my family up very well for the future. I'm forever thankful that I got to experience it. But I'm sad that it seems unlikely for that experience to be broadly shared in the future. Maybe we invent new games that don't get rapidly "solved" and turned into industrial farms, but it's very difficult to see what that might look like. We're no longer "early." Honestly we haven't been for a while, but the bleeding edge of "onchain" is no longer the wild west gold-rich land it once was. It's more like a deserted minefield after the war has raged and moved on. Perhaps a real ICO season (shoutout to Mega) can bring back some of the joy and magic. Time will tell.

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

Thank you Zerion for informing me that I will have a capital tax gains hit on $38 billion dollars for claiming my Meteora airdrop (bls fix) https://t.co/Rj7ekrdynu

Name & Symbol: Meteora ($MET)
Address: METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

Love this energy from my friends at PoP They’ve been heads down building out a new mobile game for a few months now that will basically be a defi trojan horse for traditional casual mobile gamers Think bi-monthly comms cadence makes a lot of sense given the iterative nature of mobile dev

Name & Symbol: Zypher Network ($POP)
Address: 0xa3cfb853339b77f385b994799b015cb04b208fe6

It's been 2.5 years since poopie's infamous "floor it and gtfo" message to disgruntled holders in the middle of the Doodles pivot. He got eviscerated for it. Pretty sure I even commented about it back then. 2.5 years later I think he was right

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

Imagine my surprise waking up this morning to everyone fudding XPL after I longed it yesterday bc everyone kept shouting “trillions” (I got liquidated)

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

Today we've had a fake Pendle hack, fake XPL FUD, fake me winning Rookie of the Year at the KOL awards, Ansem still having gut feelings about btc/eth, and the release of the Ethena of Solana (going to showcase how Solstice works in a little bit)...and it's barely after lunch. Never a dull day in crypto

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

Things I'm interested in today: (09.29.2025) 1) SEC-CFTC Joint Panel Discussion Today we've got another crypto roundtable as we've had for the past 5 or 6 months. This one in particular is on the topic of harmonizing SEC and CFTC regulatory lines. I think the most interesting panel is probably the 2PM one w/ prediction markets and major global exchanges. 2) Airdrops It's 1000000% airdrop season. We've seen a bunch of really lucrative drops go out to people in September (Zaimiri's pictured below). There's been a *lot* of these posts the last week or so, and I think we're going to just see more projects TGEing over the next quarter. I still think the Yeet airdrop is underfarmed (and am slowly farming it still) and I'd like to put together like a top 3 or top 5 list in the next few days... 3) DeFi Yield This goes without saying, but there's *tons* of DeFi yield opportunities out there right now. In particular I'm watching Plasma (and soon Plasma One), an upcoming project on Solana that imo is kinda positioning to be the Ethena of SOL (more details soon), and Project X on HL. Overall there's never been a better time to have funds onchain. Go compound your money lads :)

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

Everyone losing their minds over XPL/ASTER/etc bc of the airdrops. IMO KAITO has been one of the best of 2025 and it keeps giving and barely anyone talking about it and it was literally free/no-risk for everyone P sure after the Mira drop this week I’ve now gotten *more* dollar value in airdrops for staking than the actual value of the staked KAITO. Jokes on me for selling ~85% of my airdrop in February

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

Everyone losing their minds over XPL/ASTER/etc bc of the airdrops. IMO KAITO has been one of the best of 2025 and it keeps giving and barely anyone talking about it and it was literally free/no-risk for everyone P sure after the Mira drop this week I’ve now gotten *more* dollar value in airdrops for staking than the actual value of the staked KAITO. Jokes on me for selling ~85% of my airdrop in February

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

Everyone losing their minds over XPL/ASTER/etc bc of the airdrops. IMO KAITO has been one of the best of 2025 and it keeps giving and barely anyone talking about it and it was literally free/no-risk for everyone P sure after the Mira drop this week I’ve now gotten *more* dollar value in airdrops for staking than the actual value of the staked KAITO. Jokes on me for selling ~85% of my airdrop in February

Name & Symbol: Mira Network ($MIRA)
Address: 0x7839fbfd09dae4d0f15bfb36b8f16f7898fbe684

Does my heart good to know there's very likely someone out there who nailed the bottom on ETH in April and rotated a decent chunk of those winnings into ASTER and will safely 2x all of that on XPL There's still so many ways to win, even with big size on majors. Best industry

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

Does my heart good to know there's very likely someone out there who nailed the bottom on ETH in April and rotated a decent chunk of those winnings into ASTER and will safely 2x all of that on XPL There's still so many ways to win, even with big size on majors. Best industry

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

Insane 24 hours. XPL goes live and rips. Presale buyers get JUICED allocation+bonuses. Insane reward rates on various lending/borrowing/LPing. South Park goes schizo mode and basically makes an entire episode about Kalshi. Prediction market volumes across the board hit ATHs - even above election season. Melee announces a big raise yesterday. Everything not named XPL absolutely shts the bed. Ansem still having gut issues. Half the CT world is in Korea. Looks like IP tokens started to unlock. And it's just Thursday lmao

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

Competition is *extremely* good for market participants. It's also validation that a market sector has PMF. Apple v Microsoft Ethereum v Solana Hyperliquid v Aster Polymarket v Kalshi Kaito v Xeet/Cookie/Wallchain Use the rapid onset of fierce competition in a vertical to figure out what is becoming "hot" before the talking heads tell you about it.

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

Competition is *extremely* good for market participants. It's also validation that a market sector has PMF. Apple v Microsoft Ethereum v Solana Hyperliquid v Aster Polymarket v Kalshi Kaito v Xeet/Cookie/Wallchain Use the rapid onset of fierce competition in a vertical to figure out what is becoming "hot" before the talking heads tell you about it.

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

Almost feels like HYPE maxis are more upset about ASTER bc they were convinced that there would never be another 10x with infinite size than anything else Lesson there is that there is *always* another trade. Crypto is poker with no blinds. Just sit and wait until you get the cards you want

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

Personally very curious to see the follow on wealth effects of ASTER. Obviously still money to be made in that trade, but the more curious spot to me is YZI labs incubated projects. If CZ really back at the helm I bet some of the upcoming TGEs w/ their backing turn into absolute cookers. The king is back and he wants there to be no question about it

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

Has anyone built a dashboard that tracks all of the launches that various CT personalities have deployed? Would be fun to see how many coins various ppl have across pump/zora/boop/friendtech/etc And then it gets even better if you can see how lucrative each one is off of fees. At the end of the day ppl here only care about money - coins that produce the most value for the deployer are the alpha

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

Has anyone built a dashboard that tracks all of the launches that various CT personalities have deployed? Would be fun to see how many coins various ppl have across pump/zora/boop/friendtech/etc And then it gets even better if you can see how lucrative each one is off of fees. At the end of the day ppl here only care about money - coins that produce the most value for the deployer are the alpha

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

Does anyone know if HyperCore spot is the price leader for things like PUMP? If so, it wouldn’t surprise me at all to see a nasty squeeze executed during this downtime…. Super delayed deposits = supply crunch. Probably less of a big deal today now that pump is spot listed on Binance, but worth it watching nonetheless

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

Honestly bullish how bad the UX is on Pump rn Alon has literal billions of cash to blow to acquire a couple of the best product managers you can find and ppl are starting to wake up to how much better the money is on pump than anywhere else

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

We are in the mania phase of TCG/RWA, not euphoria/top…yet That being said most of you will completely miss the transition and roundtrip most. The greed is already back and extremely palpable. (This bodes extremely well for alts+onchain)

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

InfoFi isn't dead, you're just bad at it. I wrote an article back in May about sustainable mindshare monetization, and this was the main thrust of it: I think that's even more apt today. I've watched countless accounts I used to respect get completely hollowed out and shill literally anything (and something new every couple of days) to pick up pennies. They could have taken the hard route and just focused on a couple of things and optimized for long term value and seen a much different outcome. Loki made ~$300k from the Somnia airdrop. I pulled in ~$45k in DOT rewards from Polkadot over the last 6 months (and multiple other "big" wins). Ppl pulled in 5 fig hauls from a variety of other projects. All of those had one thing in common though - they weren't the flavor of the day...or week...or just month. They were ppl who actually used an ecosystem or genuinely liked it making content about it. There are no shortcuts. You optimize for long term brand value, or you take marching orders from whoever will send you your next paycheck.

Name & Symbol: Somnia ($SOMI)
Address: 0xa9616e5e23ec1582c2828b025becf3ef610e266f

Can we get an over/under on how many days until Elizabeth Holmes launches a token now that she's active on CT?

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