Protracted war in the region - bearish risk assets. Quick resolution like Venezuela - bullish risk assets. Rather than get chopped up in the interim, simply wait for the prior cycle ATH of $69k to be reclaimed on a Higher Time Frame, as that's the key barometer and canary in the coal-mine for the way that the wind is blowing. In the meantime, familiarise yourself with every frontier AI tool available. Ensure you have tried Claude Code, Codex, Google Antigravity, Perplexity Computer, etc. Understand at least one of them deeply. I will be talking a lot more about AI tools until markets start to rage again having spent 12 hours per day getting grips with them lately. Stay safe. Survive. Call your mother. It's all going to be fine.

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

Protracted war in the region - bearish risk assets. Quick resolution like Venezuela - bullish risk assets. Rather than get chopped up in the interim, simply wait for the prior cycle ATH of $69k to be reclaimed on a Higher Time Frame, as that's the key barometer and canary in the coal-mine for the way that the wind is blowing. In the meantime, familiarise yourself with every frontier AI tool available. Ensure you have tried Claude Code, Codex, Google Antigravity, Perplexity Computer, etc. Understand at least one of them deeply. I will be talking a lot more about AI tools until markets start to rage again having spent 12 hours per day getting grips with them lately. Stay safe. Survive. Call your mother. It's all going to be fine.

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

Protracted war in the region - bearish risk assets. Quick resolution like Venezuela - bullish risk assets. Rather than get chopped up in the interim, simply wait for the prior cycle ATH of $69k to be reclaimed on a Higher Time Frame, as that's the key barometer and canary in the coal-mine for the way that the wind is blowing. In the meantime, familiarise yourself with every frontier AI tool available. Ensure you have tried Claude Code, Codex, Google Antigravity, Perplexity Computer, etc. Understand at least one of them deeply. I will be talking a lot more about AI tools until markets start to rage again having spent 12 hours per day getting grips with them lately. Stay safe. Survive. Call your mother. It's all going to be fine.

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

If Khameini was killed in less than 24 hours and the Iranian regime folds this is beyond bullish. A multitude of previous political and economic overhangs from worries about oil to impending war are likely nullified. This may well be the catalyst we need to get the bull market back on. Key level as always : previous cycle's ATH of $69k. Once that breaks with conviction on HTF we ride.

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

Several weeks now for Bitcoin under the previous ATH at that key $69k level. As stated in the quoted tweet, a few weeks under that level makes it likely we visit the Weekly 200MA and maybe even the Weekly 300MA. If you want to play it safe and stack for the long term I think any buys between those levels are going to be generational on a long term basis, but if playing it from a trading mindset I think you long just below the WMA200, close on the bounce, then buy either the wick fill or the WMA300 wick. The more time below previous ATH, the more likely a wick to the WMA300 IMO, which I would blindly long with reckless enthusiasm, because if we lose that we are being sent to the Dark Ages, and I just don't see that happening. Then we form a multi month range and look for tending alts to play, which I expect to be $HYPE $KTA & $PENGU given how they have been performing on bounces so far. Spend time with onchain alts in the meantime, like Botcoin which has been a blinder, and still looks epic. AI agents are what drive the next cycle I think and these are the onchain alts to watch. Stay safe friends. https://t.co/8Yj0AP2LfT

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

$H still my best investments and one of the best alt charts out there. More updates here: new consensus model, full dashboard overhaul, and a new deep partnership with a global IP brand. As AI agents start to proliferate the tech behind @Humanityprot will become needed than ever for proof of human... One to watch for when Bitcoin bottoms... https://t.co/G1H5wZPIbE

Name & Symbol: Humanity Protocol ($H)
Address: 0x44f161ae29361e332dea039dfa2f404e0bc5b5cc

Still really liking the $H chart, it's been one of my strongest investments, and they keep delivering. Humanity Protocol just integrated with Fireblocks in something of an institutional validation moment: - 2,400+ institutions can now custody via $H - $10T+ platform that secures more crypto than anyone - $H joining BTC/ETH in enterprise treasury workflows One to watch for 2026 and I don't expect these guys to stop anytime soon.

Name & Symbol: Humanity Protocol ($H)
Address: 0x44f161ae29361e332dea039dfa2f404e0bc5b5cc

Me after fading $PENGUIN at $5M MC https://t.co/AZSRErZR3q

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

Beautiful looking chart for $VIRTUAL which is starting to reclaim all of its key moving averages on the dailly. With 2026 almost guaranteed to be another incredible year for AI in general, you should likely be looking at both $VIRTUAL and $TAO as the key crypto AI plays if looking for crypto sector AI variants. $VIRTUAL just needs to poke its head above the MA200 on the Daily around $1.17 and I think it has a chance at a clear run to ATH after that. One thing I want to do this year is find the next $VIRTUAL. Feel free to comment if you have any idea what it is!

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

Bitcoin and Ethereum are both starting to look even more constructive here. Both recovered their 50DMA which is the first key level in terms of regaining real bullish momentum, before they eventually have a crack at the "final bull boss" WM5A0 levels, which is around $101k for BTC. Overall BTC is still in this ascending triangle structure, and needs to break over $94k for real fireworks, which I expect we see this week. Some alts like $PENGU and $VIRTUAL are giving us a real taster of how alts can look once bullish structure is regained. Still very bullish into Q1 and overall for the rest of 2026. Alts will have their time soon. Keep stacking and go really heavy once BTC breaks out.

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

$BOS took some pain recently along with a lot of other alts but is finally looking pretty constructive and appears to be bottoming and breaking out of resistance. Great backers, great concept, this is a project I invested in that I see a lot of potential for in the right market. BTC infrastructure and build out is still a huge untapped market. I've been a fan of this wider project since the $SOV presale back in 2021 and it's great to see them growing. Once BTC gets back on its feet and recovers its WMA50 then @BTC_OS should do well.

Name & Symbol: BitcoinOS ($BOS)
Address: 0xae1e85c3665b70b682defd778e3dafdf09ed3b0f

If this is true the disparity suggests a mammoth repricing is imminent. $DONUT is apparently doing > 80% of the revenue of $VIRTUAL but is sitting at just 0.4% of its MC. Surely this rerates significantly higher? https://t.co/2emV2Vx6li https://t.co/S9W0B10nzC

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

An absolutely incredible week for @Memento_Bc AKA $DEXTF Just in the last 72 hours they: - Were published in a new paper co-authored with Deutsche Bank alongside other massive names including Fidelity and Franklin Templeton showcasing the possibilities to institutions of their new Memento ZK L2 Chain - Presented today at Deutsche Bank's offices to DB's institutional clients on the merits of DAMA 2, one of their L2's tokenisation products that institutions are ready to use - LP on BASE alone hit $1M+ as the team continues to add Referencing Spaghetti Chart action for November we can see $DEXTF is the current market outlier up there with $ZEC and $AVICI And it's still only at a market cap of $19M MC, this should be valued in the Billions like $ONDO Major potential to be the $KTA style play of 2025 Q4 and 2026 https://t.co/QPI9PIH33R

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

You’ve seen $DEXTF on your timeline for years. I have to. But you probably don’t know what they’re building, and how exciting the next few months could look in terms of upside and scaling. What they’ve built is an L2 with @DeutscheBank (manages over 1.2 trillion in assets) and @zksync, for institutional onboarding. What is impressed me more than anything was the TVL / FDV ratio which was summarised perfectly by @LordDurden: “TVL is currently $110M and they just added a new $80M MC fund, all visible on https://t.co/XSrXcWFk7T How undervalued is $DEXTF relative to thematically adjacent projects?. Let's look at TVL/FDV ratio: • $ONDO : $1.8B/$6.1B = 0.30x • $PLUME : $203M/$518M = 0.39x • $DEXTF : $115/$15M = 7.7x” And that is what made me pull the trigger. I could not get my head around a project building an L2 for financial institutions, with support from a bank that manages over a trillion dollars worth of assets, with an insane TVL / FDV ratio is being valued at a 15M MC. It doesn’t make sense. The next closest competitor has just under double the TVL locked, but being priced over 35X higher with far fewer connections. Would not be surprised to see this move very, very quickly. Shoutout to Durden, one of the OG gem hunters left in the space that continues to shine the light on undervalued utility projects. He’s done an insane write up on them, and that’s what got me to invest, quoting below for your own research: https://t.co/DUYiGgIiOB

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

You’ve seen $DEXTF on your timeline for years. I have to. But you probably don’t know what they’re building, and how exciting the next few months could look in terms of upside and scaling. What they’ve built is an L2 with @DeutscheBank (manages over 1.2 trillion in assets) and @zksync, for institutional onboarding. What is impressed me more than anything was the TVL / FDV ratio which was summarised perfectly by @LordDurden: “TVL is currently $110M and they just added a new $80M MC fund, all visible on https://t.co/XSrXcWFk7T How undervalued is $DEXTF relative to thematically adjacent projects?. Let's look at TVL/FDV ratio: • $ONDO : $1.8B/$6.1B = 0.30x • $PLUME : $203M/$518M = 0.39x • $DEXTF : $115/$15M = 7.7x” And that is what made me pull the trigger. I could not get my head around a project building an L2 for financial institutions, with support from a bank that manages over a trillion dollars worth of assets, with an insane TVL / FDV ratio is being valued at a 15M MC. It doesn’t make sense. The next closest competitor has just under double the TVL locked, but being priced over 35X higher with far fewer connections. Would not be surprised to see this move very, very quickly. Shoutout to Durden, one of the OG gem hunters left in the space that continues to shine the light on undervalued utility projects. He’s done an insane write up on them, and that’s what got me to invest, quoting below for your own research: https://t.co/DUYiGgIiOB

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

I am invested in @Humanityprot and it's been one of my strongest performers recently despite BTC weakness. Incredible chart and incredible partnerships. $H now just partnered @MasterCard which is really significant: 🔹 On-chain zero-knowledge income & ID verification 🔹 Open finance rails for real-world onboarding 🔹 Privacy-preserving KYC at scale My best runners often have real world partnerships that cross the TradFi vs Web 3.0 divide and this is exactly that. Will be tweeting more about @Humanityprot in future given the chart, the strengths and the partnerships.

Name & Symbol: Humanity ($H)
Address: 0x44f161ae29361e332dea039dfa2f404e0bc5b5cc

Two huge milestones for $DEXTF this week... 1) Presenting with @DeutscheBank & @PIMCO in Singapore on RWAs (Pimco has AUM of $2T+ vs DB's $1.6T) 2) Adding another fund this time with TVL of $80M to their TVL How undervalued is $DEXTF relative to thematically adjacent projects? Let's look at TVL/FDV ratio: • $ONDO : $1.8B/$6.1B = 0.30x • $PLUME : $203M/$518M = 0.39x • $DEXTF : $115/$15M = 7.7x Pretty incredible metric and absolutely wild that this project is still only at $13M MC I think it's the biggest $BASE runner of 2025 Q4 and it will pull another $KTA For my wider market thoughts see attached tweet. Higher.

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

Two huge milestones for $DEXTF this week... 1) Presenting with @DeutscheBank & @PIMCO in Singapore on RWAs (Pimco has AUM of $2T+ vs DB's $1.6T) 2) Adding another fund this time with TVL of $80M to their TVL How undervalued is $DEXTF relative to thematically adjacent projects? Let's look at TVL/FDV ratio: • $ONDO : $1.8B/$6.1B = 0.30x • $PLUME : $203M/$518M = 0.39x • $DEXTF : $115/$15M = 7.7x Pretty incredible metric and absolutely wild that this project is still only at $13M MC I think it's the biggest $BASE runner of 2025 Q4 and it will pull another $KTA For my wider market thoughts see attached tweet. Higher.

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

Spaghetti analysis shows the winning performers since last week's liquidations: 1) $DEXTF 2) $VIRTUAL 3) $ZEC As clear a signal as you need that RWA, AI, and Privacy are the trends to watch. At the lowest Market Cap of $13M I see the most potential upside for $DEXTF, but will be looking to buy dips for all 3 of these in Q4. The Fastest Horses have been chosen. Place bets accordingly. https://t.co/2RRZRgmlPD

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

Spaghetti analysis shows the winning performers since last week's liquidations: 1) $DEXTF 2) $VIRTUAL 3) $ZEC As clear a signal as you need that RWA, AI, and Privacy are the trends to watch. At the lowest Market Cap of $13M I see the most potential upside for $DEXTF, but will be looking to buy dips for all 3 of these in Q4. The Fastest Horses have been chosen. Place bets accordingly. https://t.co/2RRZRgmlPD

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

Outside of $AVICI and $XPL how can someone get exposure to the burgeoning stablecoin meta in terms of native crypto plays, rather than equities like $CRCL?

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

Downtrend remains intact on Bitcoin for now but some lower timeframe shifts here that suggest we might break out of it soon. We want a 3D close above $110k to start to feel some enthusiasm but it's really time to pay attention. From an alt perspective $KTA, $PUMP and $TAO and $ZEC look the most appealing for longs. I attempted to long $XPL yesterday because I am a glutton for punishment, and got carried out on a stretcher. I still think we are going to get a $HYPE style run for $XPL, but don't be a hero catching the bottom, can wait for the uptrend to establish itself. Bear market calls are woefully premature IMO, see the appended post for what we need to see for that to transpire.

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

Downtrend remains intact on Bitcoin for now but some lower timeframe shifts here that suggest we might break out of it soon. We want a 3D close above $110k to start to feel some enthusiasm but it's really time to pay attention. From an alt perspective $KTA, $PUMP and $TAO and $ZEC look the most appealing for longs. I attempted to long $XPL yesterday because I am a glutton for punishment, and got carried out on a stretcher. I still think we are going to get a $HYPE style run for $XPL, but don't be a hero catching the bottom, can wait for the uptrend to establish itself. Bear market calls are woefully premature IMO, see the appended post for what we need to see for that to transpire.

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

Downtrend remains intact on Bitcoin for now but some lower timeframe shifts here that suggest we might break out of it soon. We want a 3D close above $110k to start to feel some enthusiasm but it's really time to pay attention. From an alt perspective $KTA, $PUMP and $TAO and $ZEC look the most appealing for longs. I attempted to long $XPL yesterday because I am a glutton for punishment, and got carried out on a stretcher. I still think we are going to get a $HYPE style run for $XPL, but don't be a hero catching the bottom, can wait for the uptrend to establish itself. Bear market calls are woefully premature IMO, see the appended post for what we need to see for that to transpire.

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

Downtrend remains intact on Bitcoin for now but some lower timeframe shifts here that suggest we might break out of it soon. We want a 3D close above $110k to start to feel some enthusiasm but it's really time to pay attention. From an alt perspective $KTA, $PUMP and $TAO and $ZEC look the most appealing for longs. I attempted to long $XPL yesterday because I am a glutton for punishment, and got carried out on a stretcher. I still think we are going to get a $HYPE style run for $XPL, but don't be a hero catching the bottom, can wait for the uptrend to establish itself. Bear market calls are woefully premature IMO, see the appended post for what we need to see for that to transpire.

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

A lot of Adam and Eve bottoms on majors. Very reminiscent of the COVID aftermath. And $XPL finally looks bottomed. With the chart looking eerily similar to $HYPE before it went on its wild run in Summer. Eyes on $XPL and $TRILLIONS as the perfect $XPL better. https://t.co/0Nlx7X8C9B

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

Apps, product launches, acquisitions and more… Here are 28 things the Ethereum ecosystem got done over the last few weeks. 0/ @Shopify announced support for stablecoins on @base across their platform, giving millions of businesses in 175+ countries access to Ethereum-powered commerce. 1/ @fileverse launched dSheets, spreadsheets that can natively talk to and interact with smart contracts on Ethereum. dSheets lets teams pull data directly from Ethereum accounts and apps, run complex operations, and collaborate securely 🔐. 2/ Earnifi is a fintech app that makes it easy for anyone to get access to credit, and it’s now the #3 finance app in the US App Store. Powered by @OpacityNetwork and @eigenlayer. Ethereum is for apps. 3/ Onchain social network @zora is now the 91st most popular social app in the US App Store. Ethereum is for creators earning onchain. 4/ @rstormf launched a new fundraiser to help pay costs for his upcoming trial in July. The @ethereumfndn donated $500K and is matching another $750K. Privacy is normal, and writing code is not a crime. 5/ @shibuyafilm launched a crowdfunding platform for creators, where 5 filmmakers funded their work by minting individual frames of each episode. The ability to mint has ended but donations on the main website are still open. Ethereum is for culture. 6/ Decentralized exchanges (DEXs) built on Ethereum continue to grow their influence: recently, 25% of spot trades on centralized exchanges originated from DEXs, an all-time high. 7/ @Etherealize_io published “The Bull Case for ETH”, a new report aimed at institutional investors advocating for ETH as a globally significant asset. Ethereum is for ETH. 8/ @eigenlayer introduced EigenCloud, a developer platform extending Ethereum-backed trust & verifiability to any app, on or offchain. 9/ @noicedotso launched on @farcaster_xyz, enabling likes, replies and DMs to translate to monetary value. In 6 weeks the team saw 1.6M+ tips worth $91K+. Ethereum is for microtransactions. 10/ @ethereumfndn announced a reorg of their protocol R&D efforts, with a near term focus on three strategic goals: scale L1, scale blobs for L2s, and improve UX. 11/ @SharpLinkGaming announced a $425M private placement for an Ethereum treasury strategy, led by @Consensys, with plans to purchase ETH as its primary treasury reserve asset. 12/ @jpmorgan announced plans to create JPMD, a USD deposit token for institutional clients to move funds on @base. Ethereum is for institutions. 13/ @zkemail announced a new Registry tool enabling more powerful zero-knowledge features, which will help anyone who wants to selectively disclose private info or verify financial information. 14/ @Uniswap v4 surpassed $84B in swap volume ~5 months after launch. 15/ Automated market maker (AMM), @EkuboProtocol crossed $1B+ in cumulative trading volume. 16/ @stripe acquired @privy_io, a web3 wallet infrastructure company, bringing crypto & fiat closer together to change how value moves through the Internet. 17/ The BUIDL fund paid out $10M+ in dividends on Ethereum in May, the highest monthly total to date. Launched on @Securitize, secured by Ethereum. 18/ Popular lending app, @eulerfinance grew deposits to $2.28B in 3 months and active loans to ~$1.1B, an all-time high. 19/ @AgoraGovernance shipped gasless DAO voting and social vote sharing to make the DAO experience more social and economical. Ethereum is for DAOs. 20/ @MorphoLabs, powering onchain lending, announced “Morpho V2”, a platform designed to meet the needs of DeFi’s sophisticated & institutional participants. Ethereum is for DeFi. 21/ @zksync introduced Prividium, an enterprise-grade blockchain platform for finance. The first institutional partner, @DeutscheBank, is already building on the platform with @Memento_Bc. 22/ @Scroll_ZKP, a zkEVM rollup, achieved a 1-second block time, making the network 3x faster. 23/ Timeboost, a mechanism allowing MEV searchers to bid for priority transaction inclusion on @arbitrum, collected $1.8M in total fees after only 10 weeks of being live. 24/ @StarkWareLtd launched next-gen prover, S-two, enabling client-side proving for everyday devices. 25/ Ethereum Smart Account usage surged. Safe accounts processed 28M transactions in May, 40% more than the previous all-time high. 26/ The ecosystem gathered in Czechia for @ETHPrague and @ETHGlobal Prague, where a combined 600+ hackers and 1000+ attendees came together to learn and build on Ethereum. 27/ @EdgeEsmeralda, a month-long popup village by Esme Institute & @joinedgecity, convened in California. The event brought together people at the frontiers of tech, science, and social innovation, and created an environment where new ideas & systems—like those built on Ethereum—come to life.

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

Apps, product launches, acquisitions and more… Here are 28 things the Ethereum ecosystem got done over the last few weeks. 0/ @Shopify announced support for stablecoins on @base across their platform, giving millions of businesses in 175+ countries access to Ethereum-powered commerce. 1/ @fileverse launched dSheets, spreadsheets that can natively talk to and interact with smart contracts on Ethereum. dSheets lets teams pull data directly from Ethereum accounts and apps, run complex operations, and collaborate securely 🔐. 2/ Earnifi is a fintech app that makes it easy for anyone to get access to credit, and it’s now the #3 finance app in the US App Store. Powered by @OpacityNetwork and @eigenlayer. Ethereum is for apps. 3/ Onchain social network @zora is now the 91st most popular social app in the US App Store. Ethereum is for creators earning onchain. 4/ @rstormf launched a new fundraiser to help pay costs for his upcoming trial in July. The @ethereumfndn donated $500K and is matching another $750K. Privacy is normal, and writing code is not a crime. 5/ @shibuyafilm launched a crowdfunding platform for creators, where 5 filmmakers funded their work by minting individual frames of each episode. The ability to mint has ended but donations on the main website are still open. Ethereum is for culture. 6/ Decentralized exchanges (DEXs) built on Ethereum continue to grow their influence: recently, 25% of spot trades on centralized exchanges originated from DEXs, an all-time high. 7/ @Etherealize_io published “The Bull Case for ETH”, a new report aimed at institutional investors advocating for ETH as a globally significant asset. Ethereum is for ETH. 8/ @eigenlayer introduced EigenCloud, a developer platform extending Ethereum-backed trust & verifiability to any app, on or offchain. 9/ @noicedotso launched on @farcaster_xyz, enabling likes, replies and DMs to translate to monetary value. In 6 weeks the team saw 1.6M+ tips worth $91K+. Ethereum is for microtransactions. 10/ @ethereumfndn announced a reorg of their protocol R&D efforts, with a near term focus on three strategic goals: scale L1, scale blobs for L2s, and improve UX. 11/ @SharpLinkGaming announced a $425M private placement for an Ethereum treasury strategy, led by @Consensys, with plans to purchase ETH as its primary treasury reserve asset. 12/ @jpmorgan announced plans to create JPMD, a USD deposit token for institutional clients to move funds on @base. Ethereum is for institutions. 13/ @zkemail announced a new Registry tool enabling more powerful zero-knowledge features, which will help anyone who wants to selectively disclose private info or verify financial information. 14/ @Uniswap v4 surpassed $84B in swap volume ~5 months after launch. 15/ Automated market maker (AMM), @EkuboProtocol crossed $1B+ in cumulative trading volume. 16/ @stripe acquired @privy_io, a web3 wallet infrastructure company, bringing crypto & fiat closer together to change how value moves through the Internet. 17/ The BUIDL fund paid out $10M+ in dividends on Ethereum in May, the highest monthly total to date. Launched on @Securitize, secured by Ethereum. 18/ Popular lending app, @eulerfinance grew deposits to $2.28B in 3 months and active loans to ~$1.1B, an all-time high. 19/ @AgoraGovernance shipped gasless DAO voting and social vote sharing to make the DAO experience more social and economical. Ethereum is for DAOs. 20/ @MorphoLabs, powering onchain lending, announced “Morpho V2”, a platform designed to meet the needs of DeFi’s sophisticated & institutional participants. Ethereum is for DeFi. 21/ @zksync introduced Prividium, an enterprise-grade blockchain platform for finance. The first institutional partner, @DeutscheBank, is already building on the platform with @Memento_Bc. 22/ @Scroll_ZKP, a zkEVM rollup, achieved a 1-second block time, making the network 3x faster. 23/ Timeboost, a mechanism allowing MEV searchers to bid for priority transaction inclusion on @arbitrum, collected $1.8M in total fees after only 10 weeks of being live. 24/ @StarkWareLtd launched next-gen prover, S-two, enabling client-side proving for everyday devices. 25/ Ethereum Smart Account usage surged. Safe accounts processed 28M transactions in May, 40% more than the previous all-time high. 26/ The ecosystem gathered in Czechia for @ETHPrague and @ETHGlobal Prague, where a combined 600+ hackers and 1000+ attendees came together to learn and build on Ethereum. 27/ @EdgeEsmeralda, a month-long popup village by Esme Institute & @joinedgecity, convened in California. The event brought together people at the frontiers of tech, science, and social innovation, and created an environment where new ideas & systems—like those built on Ethereum—come to life.

Name & Symbol: Safe Token ($SAFE)
Address: 0x5afe3855358e112b5647b952709e6165e1c1eeee

Since the flash crash both $TRILLIONS and $DEXTF are leading in terms of being unphased by the dip and net above it, on balance. Runners up include $XPL, $HTR and $ZEC. Pay attention to the fastest horses, always. The High Aldwyn has consulted the bones and the bones have spoken....

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

$XPL redemption arc starting now every single person has been obliterated by the coin. The same thing happened with $HYPE back in Summer. $XPL to Top 20 and $TRILLIONS being the ultimate leveraged bet on the success of Plasma. Run them both back to ATH. https://t.co/12JQUuvN6a

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

$XPL redemption arc starting now every single person has been obliterated by the coin. The same thing happened with $HYPE back in Summer. $XPL to Top 20 and $TRILLIONS being the ultimate leveraged bet on the success of Plasma. Run them both back to ATH. https://t.co/12JQUuvN6a

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

$XPL redemption arc starting now every single person has been obliterated by the coin. The same thing happened with $HYPE back in Summer. $XPL to Top 20 and $TRILLIONS being the ultimate leveraged bet on the success of Plasma. Run them both back to ATH. https://t.co/12JQUuvN6a

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

$DEXTF the only coin in my portfolio higher today than it was on Friday 👑 This is a very good sign for the remainder of Q4🎢 $DEXTF is a $ONDO waiting in the wings, it’s going to be glorious 💥

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

$SAROS is driving the next wave of onchain growth through Solana capital markets, RWA and stable coins Bullish moves being made @saros_xyz product and narrative are positioned 🔥 KAPO bag 💯

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

$DEXTF the only coin in my portfolio higher today than it was on Friday 👑 This is a very good sign for the remainder of Q4🎢 $DEXTF is a $ONDO waiting in the wings, it’s going to be glorious 💥

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

$SAROS held up better than many other coins on this drop. These coins tend to eventually bounce the hardest. I think we will see a swathe of $SOL ETF approvals by the end of October unlocking serious liquidity, and @saros_xyz should be a good infra play for that entire ecosystem. I added some recently. You can buy $SAROS at Bybit, Kraken, and Binance Alpha. One for the watchlist for sure.

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

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

$LTC about to pull a $ZEC $PENGU about to pull a $USELESS I don’t make the rules https://t.co/Um7MoRhi2i

Name & Symbol: USELESS COIN ($USELESS)
Address: 0xba38b3c706f7a515ff7c8db04daa0a134ec46d2b

One last flush for Bitcoin to $118k - $120k levels Then Up Only for $BTC $SOL $ETH and the new and shiny coins like $PENGU & $XPL And GG to all the $USELESS chads absolutely incredible PA kudos @theunipcs should not have faded this https://t.co/WKJ30Qj7h3

Name & Symbol: USELESS COIN ($USELESS)
Address: 0xba38b3c706f7a515ff7c8db04daa0a134ec46d2b

One last flush for Bitcoin to $118k - $120k levels Then Up Only for $BTC $SOL $ETH and the new and shiny coins like $PENGU & $XPL And GG to all the $USELESS chads absolutely incredible PA kudos @theunipcs should not have faded this https://t.co/WKJ30Qj7h3

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

Memecoin $HODL was one of the darlings of the recent $BNB explosion over the last week, which essentially just rug pulled with a host of other #BNB memecoins overnight. I don't need to convey the irony of that particular chart rugging with that particular ticker, but the lesson here - for all of us - is that if you aren't early for 95% of anon memecoins, you are very likely being set-up as EL (Exit Liquidity). It's almost always better to enter established bluechip memes like $PENGU & even other stalwarts like $USELESS rather than chase the latest flavour of the week coin. If in doubt, remember BEOBEL: Be Early Or Be Exit Liquidity. I am not immune to the FOMO either, I thought I'd found a $BNB runner yesterday and posted about it, before realising how late it likely was for $BNB memes, and deleting the post thinking I had done nowhere near enough DD to post about it. This account needs to stick to posting about market movers, new trends, majors, and early narratives, rather than assisting in fuelling the flames of a dying bubble. The likes of $TRILLIONS and $PRICELESS were great calls because they were early to new narratives (of $XPL and $BNB memes respectively), but even then we all need to remember to never overstay our welcome when dealing with anonymous memecoins. That being said, if you find the first mover of a new trend, or a new narrative, the chance that particular coin has some enduring value and staying power relative to the myriad betas that spring up around it is much higher, which is why I still have positons in both $TRILLIONS and $PRICELESS - as the first movers on (perhaps) enduring new narratives.

Name & Symbol: USELESS COIN ($USELESS)
Address: 0xba38b3c706f7a515ff7c8db04daa0a134ec46d2b

$TRILLIONS holding $10M MC whilst $XPL acts like an absolute punching bag is a good sign for the future I believe If you think $XPL is going to go on a monster run this cycle like I do, then $TRILLIONS is a good buy here It is the flagship meme for Plasma and that almost always eventually matters If you think $XPL is just vapourware nonsense destined for the L1 graveyard then avoid I know which side I am on and have placed my bets accordingly

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

Memecoin $HODL was one of the darlings of the recent $BNB explosion over the last week, which essentially just rug pulled with a host of other #BNB memecoins overnight. I don't need to convey the irony of that particular chart rugging with that particular ticker, but the lesson here - for all of us - is that if you aren't early for 95% of anon memecoins, you are very likely being set-up as EL (Exit Liquidity). It's almost always better to enter established bluechip memes like $PENGU & even other stalwarts like $USELESS rather than chase the latest flavour of the week coin. If in doubt, remember BEOBEL: Be Early Or Be Exit Liquidity. I am not immune to the FOMO either, I thought I'd found a $BNB runner yesterday and posted about it, before realising how late it likely was for $BNB memes, and deleting the post thinking I had done nowhere near enough DD to post about it. This account needs to stick to posting about market movers, new trends, majors, and early narratives, rather than assisting in fuelling the flames of a dying bubble. The likes of $TRILLIONS and $PRICELESS were great calls because they were early to new narratives (of $XPL and $BNB memes respectively), but even then we all need to remember to never overstay our welcome when dealing with anonymous memecoins. That being said, if you find the first mover of a new trend, or a new narrative, the chance that particular coin has some enduring value and staying power relative to the myriad betas that spring up around it is much higher, which is why I still have positons in both $TRILLIONS and $PRICELESS - as the first movers on (perhaps) enduring new narratives.

Name & Symbol: USELESS COIN ($USELESS)
Address: 0xba38b3c706f7a515ff7c8db04daa0a134ec46d2b

One last flush for Bitcoin to $118k - $120k levels Then Up Only for $BTC $SOL $ETH and the new and shiny coins like $PENGU & $XPL And GG to all the $USELESS chads absolutely incredible PA kudos @theunipcs should not have faded this https://t.co/WKJ30Qj7h3

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

One last flush for Bitcoin to $118k - $120k levels Then Up Only for $BTC $SOL $ETH and the new and shiny coins like $PENGU & $XPL And GG to all the $USELESS chads absolutely incredible PA kudos @theunipcs should not have faded this https://t.co/WKJ30Qj7h3

Name & Symbol: USELESS COIN ($USELESS)
Address: 0xba38b3c706f7a515ff7c8db04daa0a134ec46d2b

Memecoin $HODL was one of the darlings of the recent $BNB explosion over the last week, which essentially just rug pulled with a host of other #BNB memecoins overnight. I don't need to convey the irony of that particular chart rugging with that particular ticker, but the lesson here - for all of us - is that if you aren't early for 95% of anon memecoins, you are very likely being set-up as EL (Exit Liquidity). It's almost always better to enter established bluechip memes like $PENGU & even other stalwarts like $USELESS rather than chase the latest flavour of the week coin. If in doubt, remember BEOBEL: Be Early Or Be Exit Liquidity. I am not immune to the FOMO either, I thought I'd found a $BNB runner yesterday and posted about it, before realising how late it likely was for $BNB memes, and deleting the post thinking I had done nowhere near enough DD to post about it. This account needs to stick to posting about market movers, new trends, majors, and early narratives, rather than assisting in fuelling the flames of a dying bubble. The likes of $TRILLIONS and $PRICELESS were great calls because they were early to new narratives (of $XPL and $BNB memes respectively), but even then we all need to remember to never overstay our welcome when dealing with anonymous memecoins. That being said, if you find the first mover of a new trend, or a new narrative, the chance that particular coin has some enduring value and staying power relative to the myriad betas that spring up around it is much higher, which is why I still have positons in both $TRILLIONS and $PRICELESS - as the first movers on (perhaps) enduring new narratives.

Name & Symbol: USELESS COIN ($USELESS)
Address: 0xba38b3c706f7a515ff7c8db04daa0a134ec46d2b

$TRILLIONS holding $10M MC whilst $XPL acts like an absolute punching bag is a good sign for the future I believe If you think $XPL is going to go on a monster run this cycle like I do, then $TRILLIONS is a good buy here It is the flagship meme for Plasma and that almost always eventually matters If you think $XPL is just vapourware nonsense destined for the L1 graveyard then avoid I know which side I am on and have placed my bets accordingly

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

Memecoin $HODL was one of the darlings of the recent $BNB explosion over the last week, which essentially just rug pulled with a host of other #BNB memecoins overnight. I don't need to convey the irony of that particular chart rugging with that particular ticker, but the lesson here - for all of us - is that if you aren't early for 95% of anon memecoins, you are very likely being set-up as EL (Exit Liquidity). It's almost always better to enter established bluechip memes like $PENGU & even other stalwarts like $USELESS rather than chase the latest flavour of the week coin. If in doubt, remember BEOBEL: Be Early Or Be Exit Liquidity. I am not immune to the FOMO either, I thought I'd found a $BNB runner yesterday and posted about it, before realising how late it likely was for $BNB memes, and deleting the post thinking I had done nowhere near enough DD to post about it. This account needs to stick to posting about market movers, new trends, majors, and early narratives, rather than assisting in fuelling the flames of a dying bubble. The likes of $TRILLIONS and $PRICELESS were great calls because they were early to new narratives (of $XPL and $BNB memes respectively), but even then we all need to remember to never overstay our welcome when dealing with anonymous memecoins. That being said, if you find the first mover of a new trend, or a new narrative, the chance that particular coin has some enduring value and staying power relative to the myriad betas that spring up around it is much higher, which is why I still have positons in both $TRILLIONS and $PRICELESS - as the first movers on (perhaps) enduring new narratives.

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

Memecoin $HODL was one of the darlings of the recent $BNB explosion over the last week, which essentially just rug pulled with a host of other #BNB memecoins overnight. I don't need to convey the irony of that particular chart rugging with that particular ticker, but the lesson here - for all of us - is that if you aren't early for 95% of anon memecoins, you are very likely being set-up as EL (Exit Liquidity). It's almost always better to enter established bluechip memes like $PENGU & even other stalwarts like $USELESS rather than chase the latest flavour of the week coin. If in doubt, remember BEOBEL: Be Early Or Be Exit Liquidity. I am not immune to the FOMO either, I thought I'd found a $BNB runner yesterday and posted about it, before realising how late it likely was for $BNB memes, and deleting the post thinking I had done nowhere near enough DD to post about it. This account needs to stick to posting about market movers, new trends, majors, and early narratives, rather than assisting in fuelling the flames of a dying bubble. The likes of $TRILLIONS and $PRICELESS were great calls because they were early to new narratives (of $XPL and $BNB memes respectively), but even then we all need to remember to never overstay our welcome when dealing with anonymous memecoins. That being said, if you find the first mover of a new trend, or a new narrative, the chance that particular coin has some enduring value and staying power relative to the myriad betas that spring up around it is much higher, which is why I still have positons in both $TRILLIONS and $PRICELESS - as the first movers on (perhaps) enduring new narratives.

Name & Symbol: USELESS COIN ($USELESS)
Address: 0xba38b3c706f7a515ff7c8db04daa0a134ec46d2b

$BNB moving was a precursor to alt szn in 2021, I recall @Bluntz_Capital noting it at the time and he was spot on Don’t feel anxious because you’re missing all the Binance action, be happy that this signal is happening Next: $XPL & $TRILLIONS szn Then: $PENGU & Abstract szn Patience 🐧✳️

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