Sold $NIGHT when it filled the candle, didn’t expect it trying to fill the listing wick. Twas a crazy $WET night for enjoyoors.

Name & Symbol: Humidifi ($WET)
Address: WETZjtprkDMCcUxPi9PfWnowMRZkiGGHDb9rABuRZ2U

Sold $NIGHT when it filled the candle, didn’t expect it trying to fill the listing wick. Twas a crazy $WET night for enjoyoors.

Name & Symbol: Midnight ($NIGHT)
Address: 0xfe930c2d63aed9b82fc4dbc801920dd2c1a3224f

The @infinex TGE is approaching, and there are several ways to get $INX. One of crypto’s most promising super-apps is setting up one of the fairest, most community-aligned distributions in the space. 1) Holding a Patron NFT grants a guaranteed allocation of INX There's 100,000 Patron NFTs and 10B INX supply, so each Patron receives 100,000 INX at launch. uPatrons receive one-tenth of that amount. This is the most direct way to obtain INX. Patron NFTs are currently the best performing NFTs on the day. 2) Crates via Craterun INX can also be obtained through “crates,” which distribute vouchers redeemable at the token launch. Crates are earned by users that qualify through platform activity or engagement. Each crate contains vouchers with specific redemption terms, such as FDV tiers + expiry dates, giving holders a change to purchase INX during the TGE. Crates are awarded to several groups of users based on activity and involvement. Eligible groups include top performers from BullRun, historical Infinex users, Patron and XGP holders, wallets with substantial perp-trading volume from existing perps dexes (GMX, HL, Aster, etc.), and "CT Mafia" cohort of the top 5K accounts on X selected for consistent on-chain participation. Qualifying in any category results in crate allocations that can be redeemed for INX. 3) Sonar Pubic Sale A public sale on Sonar will provide an additional avenue to acquire INX. This sale expands access beyond Patron holders and crate recipients, offering another opportunity to purchase the token when it goes live.

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

$PUMP looks interesting to me. Hasn’t broken the downtrend but coiling a bit and at an inflection point to determine direction soon. This seems to be setting up for some intrigue as people make a scene out of the ~41M cliff unlock on the 14th, adding around 2.8% to supply. You can see the indecision on the chart right now but I have a feeling this is poised for a breakout. We haven’t seen “bullish unlocks” manifest in a long time, but we’ll know soon.

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

It's hard to keep up with @yieldbasis, because everything about it is so complicated. But this presents an opportunity. With YB, my edge is simply that I pay attention. And from what I can tell, $YB is currently undervalued. Here's a brief overview. - Devs have confirmed that Yieldbasis generated ~$500K in profit for YB stakers in October. This will be paid when fee switch is turned on - For comparison, during the same period Curve generated ~$1M in profit, which is of course paid to staked CRV - Yieldbasis TVL has to be migrated to new contracts, which should be deployed very shortly - But once that happens, the next two items on the roadmap are: 1) fee switch, and 2) increase loan from Curve so that Yieldbasis TVL cap can be raised from $150M -> $500M - The preparatory steps for these two roadmap items have already been undertaken, and only blocker is the TVL migration - Once TVL goes up 3x, presumably profit will also increase 3x. So maybe $1.5M per month. Again, for context Yieldbasis will be making more profit than Curve - At $0.5, YB has a market cap of about $50M. But only a fraction of that is currently staked and eligible for rewards once fee switch is flipped - YB emissions are considerable, but not too bad given the profit being generated. Team and investor unlocks begin April 1st. (But even then, it's likely @newmichwill picked investors and team members inclined to stake.) - Finally, I'm bullish BTC and crypto for Q4 and Q1. I think volatility will increase, meaning more revenue for Yieldbasis Likely reasons why YB is undervalued - Confusion and uncertainty about the core protocol and how it generates revenue - Confusion about revenue amount, esp because fee switch isn't active yet - Uncertainty about migration to new contracts - Uncertainty about securing the increased loan from Curve - Ignorance about token emissions, esp the choice of ybBTC to stake or not stake, which affects protocol profit and YB emissions - Lingering bad sentiment for altcoins from the 10/10 crash Final thoughts If you know enough about Yieldbasis to not be worried about the things above, then you have an edge. Again, many elements of Yieldbasis are very complicated, which makes people reluctant to hold YB. I think YB is almost as important and valuable as CRV for the Curve ecosystem, but the price does not reflect that. As more people realize that CRV and YB are symbiotic, and as it becomes clear that expansion of Yieldbasis is the core driver for the growth of Curve - I think YB price will increase. In the very short term, fee switch and TVL cap increase are immediate and powerful catalysts.

Name & Symbol: Yield Basis ($YB)
Address: 0xfb93ee8152dd0a0e6f4b49c66c06d800cf1db72d

Three trade ideas I like for November and beyond: 1) Volatility is Yield Basis $YB's friend + cap increases and future asset support @yieldbasis is a yield protocol founded by $CRV's @newmichwill. It provides IL-neutral exposure to BTC and ETH through a clever 2x leveraged AMM setup so you can deposit assets, track them 1:1, and harvest trading fees without the usual IL risks from volatility. Why now? It started with a $60M crvUSD facility in September, but Curve DAO has since approved phased expansions… First to $300M in October, driving TVL from $6M to over $300M with tranches filling rapidly. Deposits have shown massive demand, generating $188K in early LP/DAO fees and validating the model's stability. All BTC vaults (WBTC, cbBTC, tBTC) are at capacity with no outflows since launch, earning roughly $2M in accumulated fees with 80%+ of ybBTC LP tokens staked yielding 25% APR. Volatility is YB's ally with backtests proving it thrives in choppy market conditions. Future expansion includes support assets like $SOL, $ETH + LSTs and $BNB. Fees are split dynamically between LPs and $veYB holders, generating revenue that's steadily growing. Giga bullish update: Yield Basis is gearing up for another cap increase to $500M TVL. Hitting this triggers automatic fee splits: 50% for pool rebalancing, the rest dynamically to veYB holders and LPs. A larger $1B allocation is also under DAO review, gated on crvUSD peg stability and TVL exceeding $500M. Roadmap includes more bribes for crvUSD liquidity and using LP tokens as lending collateral. Still TBC, but backtesting and current progress suggests sustainable, volatility-proof yield scaling. I find the lack of chatter on Yield Basis from CT surprising. It's one of the only altcoins that has maintained relative strength during the schizophrenic PA we've seen across the broader crypto market. 2) Railgun $RAIL + Kohaku wallet Railgun is Ethereum's leading privacy layer, using ZK-SNARKs to enable shielded transactions for DeFi, NFTs, and even multisigs. The upcoming Kohaku wallet (built with Ethereum Foundation input and co-led by Vitalik) integrates Railgun natively, making privacy the default setting. It'll be demoed at Devcon this November, positioning it as the reference standard that other wallets (like MetaMask + OKX) could model after. Vitalik has personally used Railgun and donated over $1M in ETH multiple times, signaling strong alignment. It includes "proof-of-innocence" to block illicit funds. Tokenomics are clean: Fees flow to the treasury and holders. Over $3B in shielded volume already, with revenues building. Compared to other ETH-core projects, $RAIL looks undervalued at its current FDV—prime for an institutional privacy pivot. Full disclosure: I’m an early OG backer to the (Railgun) Privacy foundation and maintain a position. 3) The broader privacy meta trade continues With regs like EU's Chat Control, France's global tax propositions and data grabs from Big Tech, reclaiming privacy isn't just nostalgic, it's essential for freedom in a surveilled world. We're seeing renewed interest in OG fossils coins. $ZEC has a hackathon coming up focused on AI agents and private tools. Fossils like $DASH and $ZEN are up 50%+ lately on fresh volume. But $XMR stands out to me by ambition and tech: Similar market cap to Zcash and stacked with forthcoming catalysts. FCMP++ (testnet live, mainnet targeted Q4 2025–Q1 2026) expands anonymity to the full chain (150M+ outputs), adds quantum resistance, shrinks tx sizes by 40%, and enables private L2s, neutralizing ring sig attacks for unbreakable privacy. $RUNE integration is expected in Q1 2026 and will bring native, trustless XMR swaps helping with liquidity. Seraphis/Jamtis groundwork promises "Monero 2.0" with lighter wallets and larger sets. Mining surges via Qubic merge-mining could push hashrate to 1GH/s. On the other front, Zcash continues to show relative strength, but there's enough catalysts here to warrant a position in XMR too. Paying close attention to any noticeable rotation, or if this is just a massive expansion in TAM for privacy with renewed enthuasiam. Still TBD on whether older OG coins and small-cap privacy plays can run synchronously, but there are equally compelling projects across the board. IMO, privacy tech is catalyst-rich right now in a backdrop that cypherpunks have always foretold with the doomsaying now hitting mainstream. Honorable mention... With record deposits going into $STABLE despite controversy, neobanking + stablecoins remain as a strong area of interest. Monitoring $XPL because the fundamentals don't change, only the "fair" valuation. Some good thoughts from @cobie here on being patient on super hyped launches that *may* apply here: https://t.co/fvmqweGeDD

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

Three trade ideas I like for November and beyond: 1) Volatility is Yield Basis $YB's friend + cap increases and future asset support @yieldbasis is a yield protocol founded by $CRV's @newmichwill. It provides IL-neutral exposure to BTC and ETH through a clever 2x leveraged AMM setup so you can deposit assets, track them 1:1, and harvest trading fees without the usual IL risks from volatility. Why now? It started with a $60M crvUSD facility in September, but Curve DAO has since approved phased expansions… First to $300M in October, driving TVL from $6M to over $300M with tranches filling rapidly. Deposits have shown massive demand, generating $188K in early LP/DAO fees and validating the model's stability. All BTC vaults (WBTC, cbBTC, tBTC) are at capacity with no outflows since launch, earning roughly $2M in accumulated fees with 80%+ of ybBTC LP tokens staked yielding 25% APR. Volatility is YB's ally with backtests proving it thrives in choppy market conditions. Future expansion includes support assets like $SOL, $ETH + LSTs and $BNB. Fees are split dynamically between LPs and $veYB holders, generating revenue that's steadily growing. Giga bullish update: Yield Basis is gearing up for another cap increase to $500M TVL. Hitting this triggers automatic fee splits: 50% for pool rebalancing, the rest dynamically to veYB holders and LPs. A larger $1B allocation is also under DAO review, gated on crvUSD peg stability and TVL exceeding $500M. Roadmap includes more bribes for crvUSD liquidity and using LP tokens as lending collateral. Still TBC, but backtesting and current progress suggests sustainable, volatility-proof yield scaling. I find the lack of chatter on Yield Basis from CT surprising. It's one of the only altcoins that has maintained relative strength during the schizophrenic PA we've seen across the broader crypto market. 2) Railgun $RAIL + Kohaku wallet Railgun is Ethereum's leading privacy layer, using ZK-SNARKs to enable shielded transactions for DeFi, NFTs, and even multisigs. The upcoming Kohaku wallet (built with Ethereum Foundation input and co-led by Vitalik) integrates Railgun natively, making privacy the default setting. It'll be demoed at Devcon this November, positioning it as the reference standard that other wallets (like MetaMask + OKX) could model after. Vitalik has personally used Railgun and donated over $1M in ETH multiple times, signaling strong alignment. It includes "proof-of-innocence" to block illicit funds. Tokenomics are clean: Fees flow to the treasury and holders. Over $3B in shielded volume already, with revenues building. Compared to other ETH-core projects, $RAIL looks undervalued at its current FDV—prime for an institutional privacy pivot. Full disclosure: I’m an early OG backer to the (Railgun) Privacy foundation and maintain a position. 3) The broader privacy meta trade continues With regs like EU's Chat Control, France's global tax propositions and data grabs from Big Tech, reclaiming privacy isn't just nostalgic, it's essential for freedom in a surveilled world. We're seeing renewed interest in OG fossils coins. $ZEC has a hackathon coming up focused on AI agents and private tools. Fossils like $DASH and $ZEN are up 50%+ lately on fresh volume. But $XMR stands out to me by ambition and tech: Similar market cap to Zcash and stacked with forthcoming catalysts. FCMP++ (testnet live, mainnet targeted Q4 2025–Q1 2026) expands anonymity to the full chain (150M+ outputs), adds quantum resistance, shrinks tx sizes by 40%, and enables private L2s, neutralizing ring sig attacks for unbreakable privacy. $RUNE integration is expected in Q1 2026 and will bring native, trustless XMR swaps helping with liquidity. Seraphis/Jamtis groundwork promises "Monero 2.0" with lighter wallets and larger sets. Mining surges via Qubic merge-mining could push hashrate to 1GH/s. On the other front, Zcash continues to show relative strength, but there's enough catalysts here to warrant a position in XMR too. Paying close attention to any noticeable rotation, or if this is just a massive expansion in TAM for privacy with renewed enthuasiam. Still TBD on whether older OG coins and small-cap privacy plays can run synchronously, but there are equally compelling projects across the board. IMO, privacy tech is catalyst-rich right now in a backdrop that cypherpunks have always foretold with the doomsaying now hitting mainstream. Honorable mention... With record deposits going into $STABLE despite controversy, neobanking + stablecoins remain as a strong area of interest. Monitoring $XPL because the fundamentals don't change, only the "fair" valuation. Some good thoughts from @cobie here on being patient on super hyped launches that *may* apply here: https://t.co/fvmqweGeDD

Name & Symbol: Yield Basis ($YB)
Address: 0xfb93ee8152dd0a0e6f4b49c66c06d800cf1db72d

Three trade ideas I like for November and beyond: 1) Volatility is Yield Basis $YB's friend + cap increases and future asset support @yieldbasis is a yield protocol founded by $CRV's @newmichwill. It provides IL-neutral exposure to BTC and ETH through a clever 2x leveraged AMM setup so you can deposit assets, track them 1:1, and harvest trading fees without the usual IL risks from volatility. Why now? It started with a $60M crvUSD facility in September, but Curve DAO has since approved phased expansions… First to $300M in October, driving TVL from $6M to over $300M with tranches filling rapidly. Deposits have shown massive demand, generating $188K in early LP/DAO fees and validating the model's stability. All BTC vaults (WBTC, cbBTC, tBTC) are at capacity with no outflows since launch, earning roughly $2M in accumulated fees with 80%+ of ybBTC LP tokens staked yielding 25% APR. Volatility is YB's ally with backtests proving it thrives in choppy market conditions. Future expansion includes support assets like $SOL, $ETH + LSTs and $BNB. Fees are split dynamically between LPs and $veYB holders, generating revenue that's steadily growing. Giga bullish update: Yield Basis is gearing up for another cap increase to $500M TVL. Hitting this triggers automatic fee splits: 50% for pool rebalancing, the rest dynamically to veYB holders and LPs. A larger $1B allocation is also under DAO review, gated on crvUSD peg stability and TVL exceeding $500M. Roadmap includes more bribes for crvUSD liquidity and using LP tokens as lending collateral. Still TBC, but backtesting and current progress suggests sustainable, volatility-proof yield scaling. I find the lack of chatter on Yield Basis from CT surprising. It's one of the only altcoins that has maintained relative strength during the schizophrenic PA we've seen across the broader crypto market. 2) Railgun $RAIL + Kohaku wallet Railgun is Ethereum's leading privacy layer, using ZK-SNARKs to enable shielded transactions for DeFi, NFTs, and even multisigs. The upcoming Kohaku wallet (built with Ethereum Foundation input and co-led by Vitalik) integrates Railgun natively, making privacy the default setting. It'll be demoed at Devcon this November, positioning it as the reference standard that other wallets (like MetaMask + OKX) could model after. Vitalik has personally used Railgun and donated over $1M in ETH multiple times, signaling strong alignment. It includes "proof-of-innocence" to block illicit funds. Tokenomics are clean: Fees flow to the treasury and holders. Over $3B in shielded volume already, with revenues building. Compared to other ETH-core projects, $RAIL looks undervalued at its current FDV—prime for an institutional privacy pivot. Full disclosure: I’m an early OG backer to the (Railgun) Privacy foundation and maintain a position. 3) The broader privacy meta trade continues With regs like EU's Chat Control, France's global tax propositions and data grabs from Big Tech, reclaiming privacy isn't just nostalgic, it's essential for freedom in a surveilled world. We're seeing renewed interest in OG fossils coins. $ZEC has a hackathon coming up focused on AI agents and private tools. Fossils like $DASH and $ZEN are up 50%+ lately on fresh volume. But $XMR stands out to me by ambition and tech: Similar market cap to Zcash and stacked with forthcoming catalysts. FCMP++ (testnet live, mainnet targeted Q4 2025–Q1 2026) expands anonymity to the full chain (150M+ outputs), adds quantum resistance, shrinks tx sizes by 40%, and enables private L2s, neutralizing ring sig attacks for unbreakable privacy. $RUNE integration is expected in Q1 2026 and will bring native, trustless XMR swaps helping with liquidity. Seraphis/Jamtis groundwork promises "Monero 2.0" with lighter wallets and larger sets. Mining surges via Qubic merge-mining could push hashrate to 1GH/s. On the other front, Zcash continues to show relative strength, but there's enough catalysts here to warrant a position in XMR too. Paying close attention to any noticeable rotation, or if this is just a massive expansion in TAM for privacy with renewed enthuasiam. Still TBD on whether older OG coins and small-cap privacy plays can run synchronously, but there are equally compelling projects across the board. IMO, privacy tech is catalyst-rich right now in a backdrop that cypherpunks have always foretold with the doomsaying now hitting mainstream. Honorable mention... With record deposits going into $STABLE despite controversy, neobanking + stablecoins remain as a strong area of interest. Monitoring $XPL because the fundamentals don't change, only the "fair" valuation. Some good thoughts from @cobie here on being patient on super hyped launches that *may* apply here: https://t.co/fvmqweGeDD

Name & Symbol: Yield Basis ($YB)
Address: 0xfb93ee8152dd0a0e6f4b49c66c06d800cf1db72d

Three trade ideas I like for November and beyond: 1) Volatility is Yield Basis $YB's friend + cap increases and future asset support @yieldbasis is a yield protocol founded by $CRV's @newmichwill. It provides IL-neutral exposure to BTC and ETH through a clever 2x leveraged AMM setup so you can deposit assets, track them 1:1, and harvest trading fees without the usual IL risks from volatility. Why now? It started with a $60M crvUSD facility in September, but Curve DAO has since approved phased expansions… First to $300M in October, driving TVL from $6M to over $300M with tranches filling rapidly. Deposits have shown massive demand, generating $188K in early LP/DAO fees and validating the model's stability. All BTC vaults (WBTC, cbBTC, tBTC) are at capacity with no outflows since launch, earning roughly $2M in accumulated fees with 80%+ of ybBTC LP tokens staked yielding 25% APR. Volatility is YB's ally with backtests proving it thrives in choppy market conditions. Future expansion includes support assets like $SOL, $ETH + LSTs and $BNB. Fees are split dynamically between LPs and $veYB holders, generating revenue that's steadily growing. Giga bullish update: Yield Basis is gearing up for another cap increase to $500M TVL. Hitting this triggers automatic fee splits: 50% for pool rebalancing, the rest dynamically to veYB holders and LPs. A larger $1B allocation is also under DAO review, gated on crvUSD peg stability and TVL exceeding $500M. Roadmap includes more bribes for crvUSD liquidity and using LP tokens as lending collateral. Still TBC, but backtesting and current progress suggests sustainable, volatility-proof yield scaling. I find the lack of chatter on Yield Basis from CT surprising. It's one of the only altcoins that has maintained relative strength during the schizophrenic PA we've seen across the broader crypto market. 2) Railgun $RAIL + Kohaku wallet Railgun is Ethereum's leading privacy layer, using ZK-SNARKs to enable shielded transactions for DeFi, NFTs, and even multisigs. The upcoming Kohaku wallet (built with Ethereum Foundation input and co-led by Vitalik) integrates Railgun natively, making privacy the default setting. It'll be demoed at Devcon this November, positioning it as the reference standard that other wallets (like MetaMask + OKX) could model after. Vitalik has personally used Railgun and donated over $1M in ETH multiple times, signaling strong alignment. It includes "proof-of-innocence" to block illicit funds. Tokenomics are clean: Fees flow to the treasury and holders. Over $3B in shielded volume already, with revenues building. Compared to other ETH-core projects, $RAIL looks undervalued at its current FDV—prime for an institutional privacy pivot. Full disclosure: I’m an early OG backer to the (Railgun) Privacy foundation and maintain a position. 3) The broader privacy meta trade continues With regs like EU's Chat Control, France's global tax propositions and data grabs from Big Tech, reclaiming privacy isn't just nostalgic, it's essential for freedom in a surveilled world. We're seeing renewed interest in OG fossils coins. $ZEC has a hackathon coming up focused on AI agents and private tools. Fossils like $DASH and $ZEN are up 50%+ lately on fresh volume. But $XMR stands out to me by ambition and tech: Similar market cap to Zcash and stacked with forthcoming catalysts. FCMP++ (testnet live, mainnet targeted Q4 2025–Q1 2026) expands anonymity to the full chain (150M+ outputs), adds quantum resistance, shrinks tx sizes by 40%, and enables private L2s, neutralizing ring sig attacks for unbreakable privacy. $RUNE integration is expected in Q1 2026 and will bring native, trustless XMR swaps helping with liquidity. Seraphis/Jamtis groundwork promises "Monero 2.0" with lighter wallets and larger sets. Mining surges via Qubic merge-mining could push hashrate to 1GH/s. On the other front, Zcash continues to show relative strength, but there's enough catalysts here to warrant a position in XMR too. Paying close attention to any noticeable rotation, or if this is just a massive expansion in TAM for privacy with renewed enthuasiam. Still TBD on whether older OG coins and small-cap privacy plays can run synchronously, but there are equally compelling projects across the board. IMO, privacy tech is catalyst-rich right now in a backdrop that cypherpunks have always foretold with the doomsaying now hitting mainstream. Honorable mention... With record deposits going into $STABLE despite controversy, neobanking + stablecoins remain as a strong area of interest. Monitoring $XPL because the fundamentals don't change, only the "fair" valuation. Some good thoughts from @cobie here on being patient on super hyped launches that *may* apply here: https://t.co/fvmqweGeDD

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

A compilation of some bits and bobs from crypto today, including interesting projects, airdrops, TGE and hot narratives: Polymarket confirms $POLY token @Polymarket's CMO @MatthewModabber confirms during an appearance on the @DegenzLive podcast that the platform plans to launch a native $POLY token along with an airdrop, emphasizing prioritizing utility while and US app relaunch. Speculation airdrop is based on volume. - Agentic commerce and x402 meta runs hot The agentic commerce and x402 meta runs hot overnight with eco plays running 50-200% reminiscent of AI round 1 in Q4 2024. $SANTA, $ZARA, $PING, $KARUM, $OPAN, $HEU, $MRDN, $AURA, $GLORIA, $YARA are beneficiaries of the re-rating as the narrative emerges. Good threads here: - https://t.co/W9InnqIGfB - https://t.co/RURzlZRUoA - Infinex confirms TGE and introduces a three-phase pre-TGE plan @infinex and @kaiynne are entering a “death march” to TGE, voluntarily relocking all team tokens (20% of supply) for 12 months plus linear vesting until they find PMF. They’re executing a three-phase pre-TGE plan, first finalizing core product features (wallet import, extension, perps), next running a user-ranking incentive campaign, and launching a pre-market perpetual trading window and wider token distribution, targeting TGE in late December or early January. - Farcaster acquires Clanker and integrates into app @farcaster acquires @clankeronbase and integrates into its own app, redirecting all protocol fees to buy back and hold $CLANKER tokens, burning legacy fee-vault holdings, and locking 7% of the total supply in liquidity to boost tokenomics and reduce circulating supply. As an early supporter of Clanker, this is very nice to see! At time of writing, the token has appreciated 140% on the back of this news. - Controvery with Stable pre-deposits On-chain analysis and community reports indicate that approximately 20 wallets linked to the @stable team pre-deposited 600M before public announcements were made about the campaign. Only 274 total wallets were able to participate overall. - Nock's second halving in two days @nockchain will have its second halving on October 26, 2025, marking the start of Eon 3 where block rewards will be reduced by half again to approximately 312.5 NOCK per block, slowing the inflation of the circulating supply.

Name & Symbol: tokenbot ($CLANKER)
Address: 0x1bc0c42215582d5a085795f4badbac3ff36d1bcb

$YB looking good here. From $CRV co-founder with a kick-ass moat. ~45M MC, attractive low float and on T1 CEXs. Admin and fee switch enabled in a month. I think this gets repriced. Higher.

Name & Symbol: Yield Basis ($YB)
Address: 0xfb93ee8152dd0a0e6f4b49c66c06d800cf1db72d

Not too many interesting setups following this bloodshed, but we look for strength. I don't hate $ASTER here, but most of my attention is on $XPL. 2H bounced off 50 EMA and if can close bullish engulfing and holds level, I'd look for positions between $1.80-1.90. Order book also showing stacked bids around $1.80. I don't know what happens after Oct 5th, but there's legitimate mindshare and whether organic or not, serious perps volume over 24H/7D be it mercenary or not. Do I think it kills $HYPE? Unlikely, but prediction isn’t the point, we want to understand why others think it’s possible, and how to position accordingly. When a narrative has this level of alignment across stakeholders, it can create reflexivity.

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

Not too many interesting setups following this bloodshed, but we look for strength. I don't hate $ASTER here, but most of my attention is on $XPL. 2H bounced off 50 EMA and if can close bullish engulfing and holds level, I'd look for positions between $1.80-1.90. Order book also showing stacked bids around $1.80. I don't know what happens after Oct 5th, but there's legitimate mindshare and whether organic or not, serious perps volume over 24H/7D be it mercenary or not. Do I think it kills $HYPE? Unlikely, but prediction isn’t the point, we want to understand why others think it’s possible, and how to position accordingly. When a narrative has this level of alignment across stakeholders, it can create reflexivity.

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