FREE CONFIDENTIAL (1ST SECTION): Project tips, updates, new stuff I find interesting, some of my general musings around the market, price updates, NFTs, and memes I like.
PAID CONFIDENTIAL (2ND SECTION): MOAR new project tips, SMART MONEY movements & coins, MOAR new coin launches, MOAR cool memes and NFTs. This is some deep crypto shit.¨
THIS IS ADULT CONTENT - I’M NOT HERE TO HOLD YOUR HAND. DO YOUR RESEARCH. PREPARE TO GET ANNIHILATED. NEVER TAKE A BLIND RISK. NEVER GIVE UP.
Welcome to the Everything Day, ayo.
PCE this morning, the second Q2 GDP estimate right behind it, NVDA earnings after the close. So how did the morning half go? Core PCE printed 0.2% on the month and 3.3% on the year, exactly in line; the headline came in a hair hot at 3.7%; and GDP held at 1.5%. No hawkish ambush. Simply NOTHINGBURGER. We stay bullish. Macro is bullish, end of story.
And here is what it was doing. Right now, ranting to you, Bitcoin sits around $78.4K, digesting the biggest weekly candle since March 2023.
My frame from here is simple: if we reclaim $83K on the weekly timeframe, we flip into a FULL bull-market mindset (to be fair, I'm there already, just considering dips an opportunity). Buy dips, hold the fundamentally sound bags, and NEVER get shaken out when the show goes on the road fully. Well, do get shanken out - once you make so many multiples, you want to take a screenshot.
As Messi once said - Get addicted to pushing the red button. But do it in profits, oki?
Actually, not the end of the story: again, the macro is giving us jet fuel right now. The Treasury buyback leaks are some of the most bullish plumbing I’ve seen in years, very well explained here by the Macro Mondays guys.
Even Druckenmiller came out swinging at his own balls over it; Bessent’s mentor called the doubled buybacks "price management dressed up as liquidity support." When the old guard starts screaming that the government is defending bond prices, you know exactly what that means for the hardest asset on earth.
The $40 trillion debt pile isn’t shrinking, and CryptoQuant’s CEO already called it: the bear cycle is over. The Coinbase premium agrees, positive for the first time in three and a half months.
One more mental model, and I want you to keep this one for the whole bull run. The growth of AI hit a tipping point; check out the Claude Code stagnation chart right here.
AI is abundant. Bitcoin is not.
Everything that can be printed will be printed, compute, tokens, models, and dollars. The 21 million cap doesn’t care. That’s the trade. And that’s what will fuel the altcoins as well.
Now the honest part. Chop is still allowed, and dips are still coming. The opportunity zone sits around $ 75-76K. If Bitcoin dips there and you’ve been waiting to buy BTC or build your other bags, that’s where I’d personally be interested in deploying. You do you, of course.
Krown’s read backs the zone, he thinks sub-$76K on a closing basis is unlikely for at least a week or two, so patience on the bid, not panic on the chase. And for those who think they’re late: on every day Bitcoin spent 30% or more below its high, the median return a year later was +116%.
You’re not late, you’re early and scared, and those feel identical from the inside.
Funny footnote before the homework. Remember the Zoran account that announced hibernation in September 2025 and said see you in 2026? As funny as it looks, Zoran was actually super on point. The bull woke up exactly on his schedule. Kek.
Your homework tonight: read the latest Druckenmiller piece, the coverage is here, and the tl;dr is in the tweet of the day below. BTC to infinity. Have a good one.
Hix0n@PhilMrlo
Pivoted to AI right when crypto bottomed? No worries still have plenty of time to realize what happened. AI is abundant, Bitcoin is not. Everything = higher. Let the new cycle commence. 🫡
8:13 AM · Aug 25, 2026 · 378 Views
1 Reply · 4 Likes
---
The board every day morning, cooling but very green:
✅ NEST - called Aug 5 at $11.2M FDV → $24.2M today (+116%) - the liquidity hub of HyperEVM season, more below
✅ PONS - flagged the bottom structure Aug 19 at $22.3M → $78.8M today (+253%) - up ANOTHER 35% today, Bonk Guy now calls the Robinhood listing “inevitable”
✅ ZEC - called Aug 3 at $472 → $773 today (+64%) - cooling 7% the day after the snapshot, exactly the sell-the-news you’d expect, Grayscale was on Bloomberg talking a ZEC ETF
✅ PUMP - called Aug 5 at $0.00252 → $0.00472 (+87%) - and the profitable desks widened to 13 longs vs 1 short on it
✅ NET - featured Aug 17 → $60.8M FDV today (+89% TODAY alone) - both pairs trending on the chain, still not giving the entry we wanted, full story below
➖ ENA - called Aug 3 at $0.088 → $0.140 (+59% on the call, -5% today, second red day in a row) - the honest cooling major, StablecoinX rang the Nasdaq bell anyway
New on the board today: DRV at $0.173 / $173M. Coverage starts below.
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You get my Hix0n skill as a prize for free.
Straight from my feed. HyperEVM season has me pulling rare cards:
Hix0n@PhilMrlo
Pulling the rarest cards means securing the main liquidity hub of Hyperliquid / HyperEVM and realizing $NEST did a 1000% pump in vote rewards during the first week of the bull run IYKYK
9:20 AM · Aug 26, 2026 · 388 Views
5 Replies · 2 Reposts · 9 Likes
A 1000% pump in NEST vote rewards during the first week of the bull run, that’s what securing the main liquidity hub of Hyperliquid looks like. IYKYK.
The rest of my feed this week: Cambria’s token is coming and I AM prepared, and an AI trading tool became part of my daily routine. Both stories get their own sections below.
The one we’ve been grinding toward all month, Cambria published the token piece today:
Cambria (坎布里亚)@playcambria
https://t.co/V1MSZMO5ip
11:19 AM · Aug 26, 2026 · 21.2K Views
34 Replies · 54 Reposts · 209 Likes
$RSGP arrives with Genesis mainnet and Gold Rush Season 4, and the team is going all-in on it.
Beginning of the month in this letter: $5M keys risked. Now:
Hix0n@PhilMrlo
🉐 Beginning of the month in Hix0n's Confidentia: $5M Keys Risked: hix0n.substack.com Now 👉 $25 Million Keys Risked ✅ Cambria is on a whole different level in just three weeks. TGE coming soon, I can't wait, and I AM prepared. $56M Market Cap at the moment.
Hix0n @PhilMrlo
Teaser from last Hix0n's Confidential newsletter: we are now farming @playcambria 👇 Quick facts: Cambria will TGE this month, $5 million in Keys risked, 242,13 - people love to play this game. Probably the next solana:DZAipjmciBQfkb1CTGF4ukdh8cZzCPGKoujowR63pump @PlayKintara
10:39 AM · Aug 26, 2026 · 380 Views
4 Replies · 9 Likes
$25 million in keys risked, a 5x in three weeks, and the pre-market price puts the token at around $56M. The wider numbers are even louder: $160M+ risked onchain, $3M+ revenue, 3.8K concurrent players, people genuinely enjoying a game that happens to settle onchain. TGE coming soon, I can’t wait, and I AM prepared.
The lobby stays invite-GATED, you cannot play or farm without a code. Use code Hix0n here and get your grind in before Genesis counts it.
The family bag opens the project section today, and for a good reason. f(x) Protocol and FX100 built through the entire ten-month bear without blinking, and now that sentiment has flipped, the work is compounding in public.
$FXN is up 58.9% over the last month, and FX100, the high-leverage perp with protection instead of liquidations, has testers running native BTC positions with protection active through exactly the kind of volatility that wrecks normal perps.
My brother RektDio said it best this week:
rektdiomedes@rektdiomedes
One of the nicest things about this sudden shift in sentiments we've seen in le brypto markets... Has been witnessing @protocol_fx and @FX100Perp seeing the fruits of all their immense hard work during this 10 month long bear market we just (hopefully!) exited... -
Lampropeltis @lampropeltis_
Right path for me 👀 Been using the volatility to keep testing @FX100Perp on testnet. Got another bitcoin:native position open right now with protection active. If you're thinking about opening a high-leverage trade right after big news or an economic release, those first few https://t.co/M6SA6xPsTV
11:56 PM · Aug 24, 2026 · 17.2K Views
15 Replies · 13 Reposts · 84 Likes
And while you’re there, do yourself a favor and follow @rektdiomedes. One of the best accounts in the whole of CT, zero exaggeration.
He was early on this one, the same way he’s early on most things. Even Linn’s Leverage #1094 covered f(x) this morning, the quality corners of CT are converging on it.
The feature of the day, and the timing writes itself.
LayerZero just announced ATLAS, a full trading, clearing, and settlement engine for global markets, the kind of infrastructure institutions run venues on. The first wave of builders on Open ATLAS is four names: GTE, Bullish, DefinedFi, and TrueNorth.
TrueNorth AI@get_truenorth
We're excited to be one of the first builders on ATLAS by @LayerZero_Core LayerZero built the universal backend for the world’s markets. We’re building the intelligence that sits on top of it. Testnet soon. Read more 👇
LayerZero @LayerZero_Core
The world’s markets are undergoing a once in a generation transition. We’ve spent the last year building ATLAS (Aggregated Trading Liquidity and Settlement), a first-of-its kind, headless exchange designed for the future of global markets. It combines the performance and https://t.co/KVtObpkj3E
2:20 PM · Aug 25, 2026 · 117K Views
33 Replies · 29 Reposts · 166 Likes
Read that list again. Bullish is an institutional exchange.
And sitting next to them is the AI agent trading platform we’ve been covering for weeks, the one LayerZero themselves called the first agentic brokerage.
TrueNorth is at the cutting edge of AI-agent-powered trading, which I genuinely believe is defining the future of how markets and their participants operate.
LayerZero built the universal backend for the world’s markets, and TrueNorth is building the intelligence on top of it. Right place, right time, partnering with the biggest players in the space. Testnet soon.
Willy’s friend shared his book this week, green trades from TrueNorth’s agents, red from the lead traders he copy-trades:
Willy.C@WillyChuang
A friend share his trades with me this morning Green = by TrueNorth Red = by Lead traders in copy trading
11:43 AM · Aug 24, 2026 · 1.71K Views
3 Replies · 5 Reposts · 38 Likes
That’s the whole pitch in one screenshot.
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Today is the day the machine got a second engine. AQAv2 yield accrual started this morning, roughly 90% of the yield on Hyperliquid’s $5 billion-plus USDC reserve now flows to the Assistance Fund, call it $135-180 million a year of fresh, volume-independent buyback fuel:
HYPEconomist@HYPEconomist
USDC yield accrual starts tomorrow this will add ~$180M in annual revenue, that's about 7x what HIP-3 has generated so far all of it goes to $HYPE buybacks & burns
7:58 PM · Aug 25, 2026 · 12.6K Views
18 Replies · 23 Reposts · 312 Likes
That’s about 7x everything HIP-3 has generated, stacked ON TOP of the $4.3 million a day in fees already buying HYPE. First payout lands on October 3. And the market front-ran the switch in style, HYPE printed a new all-time high at $83.73 this morning, while Pentosh1 says the math points at triple digits sooner than you think, 500-600K a day of new revenue at current rates.
One honest date for your calendar: the 14.18 million HYPE unlock hits Friday, roughly 1.4% of supply. The new buyback pipe turned on three days before the unlock lands. That’s the fight to watch this week.
The eve-of-AQAv2 stat that tells you capital positioned early:
Hyperliquid News@HyperliquidNews
The stablecoin market cap is dangerously close to its $7B ATH, reaching $6.888B on the eve of AQAv2 going live.
6:04 PM · Aug 25, 2026 · 4.1K Views
2 Replies · 7 Reposts · 68 Likes
$6.888 billion of stablecoins on the chain, a hair from the $7 billion record. Money parks where yield is about to be captured.
+116% on our call and now the pump.fun crowd is catching on to what HyperEVM natives already knew:
The Nest Intern@TheNestintern
“just noticed that the #1 HyperEVM protocol tha tinvests back into Hype is Nest” pumpfun trenches noticing wait for ansem to bid $NEST next lmeow
Daumen @daumenxyz
just noticed that the #1 HyperEVM protocol tha tinvests back into Hype is Nest their logo? includes an egg LMAO is $egg the biggest ever inside joke/lore on hyperliquid ?? @chameleon_jeff @xulian_hl @blknoiz06 @degennQuant EGG SEASON @EggOnHyper
2:00 PM · Aug 25, 2026 · 1.2K Views
1 Reply · 33 Likes
The numbers behind the meme: nest just crossed $190K in fees and $200K in revenue, all of it going to veNEST lockers, and DeFiLlama’s own account confirmed nest takes 63.6% of all 30-day holder revenue among HyperEVM-native DEXs, $394K of $620K. My own position on the first leg:
Hix0n@PhilMrlo
Expecting this as the first leg for $NEST Then later in the bull, it will do another one just like that, HyperEVM catching 🔥 Hyperliquid
2:29 AM · Aug 25, 2026 · 2.63K Views
6 Replies · 2 Reposts · 28 Likes
Expecting exactly that, one leg now, another one later in the bull as HyperEVM catches fire. The egg economy around it keeps compounding, too.
Delpho routed $1M+ of fresh liquidity into a new HYPE-USDV pool via the nest Egg, and there’s even a Hyperliquid-native quantum-resistant vault live with voting incentives on the qONE-WHYPE pool. Protect your HYPE at all costs indeed.
Huge news for Kinetiq, and I’m bullish on these lads. They announced Elysium, a new L2 for the Hyperliquid ecosystem, HYPE as gas, direct line into HyperCore’s liquidity, and here’s the kicker: 50% of sequencer fees buy back and burn KNTQ through the Assistance Fund:
Kinetiq@Kinetiq_xyz
https://t.co/iqAIxGsPr5
2:01 PM · Aug 24, 2026 · 607K Views
211 Replies · 236 Reposts · 1.15K Likes
KNTQ ripped ~30% on the announcement and settled back to $58.6M today. No launch date yet, specs and partners “later”, so treat the pop as narrative, not cash flow. But the design is exactly the direction this ecosystem is heading: everything routes value back to a token.
The PURR beta trade from Sunday keeps working, +10% yesterday on real volume, and Pentosh1 flagged it trading at 1.17x mNAV with a big TWAP expected. New wrinkle this morning: PURR funding is now +74.8% annualized, the single most offside long print on the whole venue. Longs are paying hard to hold it. The desk’s PURR receipts and what the funding board says to do about it are behind the wall. Trade it on Hyperliquid here.
Now for the weirdest, most beautiful thing on the chain this week. EARTHCOIN just flipped on a mechanism I’ve been waiting for someone to build:
Farmer Brown 🌍☮️@FarmerBrownDeFi
now that $EARTHCOIN passes on 100% of LP fees to holders, paid in $SPCX ... we will see the power of decentralized memes build on-top of tokenized equities. the value accrual will be biblical this is the vision of @vladtenev meets @elonmusk
Earth Coin @EarthCoinFamily
GREETINGS EARTHINGS 🌎 Welcome to the next era of $EARTHCOIN robinhood:0x320D9B0F1B438567D28452B715f8766a7617043E In the spirit of decentralization, 100% of LP fees are now distributed directly to holders in $SPCX Thank you @MEADGod & $PONS v2 for providing these tools❤️
6:44 PM · Aug 25, 2026 · 2.27K Views
8 Replies · 22 Likes
Here’s the explainer, slowly, because this is a genuinely new category. EARTHCOIN is a memecoin on Robinhood Chain.
Its liquidity pool earns trading fees like any pool. The upgrade: 100% of those LP fees now stream directly to EARTHCOIN holders, paid out in $SPCX, the tokenized SpaceX stock.
You hold a meme about Earth, and it pays you dividends in SpaceX.
The tape: $597K market cap, +150% today, 618 holders, contract checks clean (no honeypot, not mintable, no hidden owner). Wachito’s second send of the week was Jedi buying in:
jedi 🥷@jedifractal
Bought me some of this. Farmer Brown is good people.
Earth Coin @EarthCoinFamily
GREETINGS EARTHINGS 🌎 Welcome to the next era of $EARTHCOIN robinhood:0x320D9B0F1B438567D28452B715f8766a7617043E In the spirit of decentralization, 100% of LP fees are now distributed directly to holders in $SPCX Thank you @MEADGod & $PONS v2 for providing these tools❤️
7:18 PM · Aug 25, 2026 · 1.05K Views
5 Likes
Size honesty: this is a three-week-old sub-$1M meme with $98K of liquidity. The mechanism is the story; the sizing is small on my side for now, but my expectations are very positive.
But if tokenized stocks are the chain’s killer app, memes that CASH FLOW tokenized stocks are the most Robinhood-native invention possible.
---
The chain that did $4.5 million to a billion in two months isn’t slowing:
The DeFi Investor 🔎@TheDeFinvestor
Robinhood L2 TVL is approaching $1.5b. Its TVL basically went from $0 to $1.46 billion with no dips in less than 2 months. It's been the most successful blockchain launch of this year by far.
9:57 AM · Aug 25, 2026 · 6.72K Views
14 Replies · 4 Reposts · 65 Likes
TVL is approaching $1.5 billion with basically no dips, the most successful chain launch of the year by far.
The stat that made me laugh out loud: Robinhood Chain has generated $5.8M in revenue, flipping Arbitrum One, the chain it’s literally built on.
And the RWA engine underneath keeps breaking records, tokenized-stock volume hit a new ATH of $69.2M in a day, while Pons alone has pushed over $2.85 billion of the chain’s $25B DEX volume - Bonk Guy’s line on that one: the $PONS Robinhood listing is no longer IF, it’s WHEN.
We called NetNet; it never gave the entry, and today it’s up 89% with BOTH pairs trending on the chain at a $60.8M FDV. The catalyst is the most degen-elegant thing I’ve seen all month:
NetNet Capital@NetNetCap
Shareholders, The Button went live 14 hours ago. In that timeframe it has processed 28,949 presses from 24,487 wallets. This has led to ~$25,000 in NVDA volume through @rialto_xyz and contributed 5% of total RWA volume in that time period. RW-Play is real. More soon.
9:53 PM · Aug 25, 2026 · 20.9K Views
32 Replies · 53 Reposts · 402 Likes
Bonk Guy went public this morning with his most underrated memecoin on the chain, and the market front-ran everyone reading slowly:
Unipcs (aka 'Bonk Guy') 🎒@theunipcs
everyone keeps asking me what memecoin play i'm watching on Robinhood chain i have quite a few on my radar but $JUGGERNAUT is, in my opinion, one of the most underrated memecoins on the chain right now The Juggernaut is basically @vladtenev's favorite meme it's insanely
CRG @MacroCRG
first trade on arcus: bought some $juggernaut think its a pretty good bet on robinhood chain overall... as a meme it stands out to me above all the others gonna hold for a while and see what happens, will buy more if goes lower, if RH memes overall have upside ahead think this https://t.co/nftAINtXEM
11:55 AM · Aug 26, 2026 · 71.1K Views
157 Replies · 61 Reposts · 425 Likes
His setup: Vlad’s favorite meme, a prior $22M ATH from when CASHCAT ran, then a MONTH of quiet consolidation at $2-4M. That was the fair entry, and it’s gone, JUGGERNAUT is $8.2M as I type, +77% on the day.
I do not hold a stake in this, just informing.
Sent to me by my good friend Wachito, and after digging in, I’m sold enough to farm it. Fables is a hook-native ve(3,3) exchange built on Uniswap v4, live on Robinhood Chain, pair-specific markets with dynamic fees.
PROLOGUE is the opening chapter, $2.46M market cap, 13 days old, +43% today, and the contract sheet is genuinely clean: not mintable, open-source, 2,192 holders, top-10 holdings just 2.6%.
dd’s take is the one that got my attention:
dd@defidami
We'll revisit this post in 6 weeks time $PROLOGUE https://t.co/pjy2MoqpLI
3:56 PM · Aug 23, 2026 · 11.3K Views
16 Replies · 12 Reposts · 96 Likes
“We’ll revisit this post in 6 weeks’ time.” I like that kind of confidence when the mechanism backs it.
Let’s see, UP, and this one will compete for the top ve33 top spot of Robinhood Chain, IMO.
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Starting official coverage of a project I like a lot, and of course, it front-runs me on day one. Derive is the onchain options and structured-products venue (the old Lyra, rebuilt as its own OP-stack chain), options, perps, borrowing, and structured vaults with cross-margin, and a governance-mandated 35% of protocol fees funding monthly DRV buybacks.
Real product, real fee link to the token, in the one derivatives category (options) that hasn’t had its Hyperliquid moment yet.
DRV is $0.173 at a $173M market cap, +24% today. My friend Wajahat has been loud on exactly this rotation, one day it’s DRV, the next day it’s META, send it - go follow him, both of those names are approved around here.
And the degen kicker: you can LP DRV at high APR on nest right now, the APRs on the KHYPE, DRV, and USDV pools are soaring:
nest@NestExchange
APRs are soaring on nest for KHYPE, DRV, and USDV pools oh and NEST
2:25 PM · Aug 24, 2026 · 1.07K Views
1 Reply · 2 Reposts · 32 Likes
Honest ledger to open coverage properly: DEX liquidity for DRV is thin (most volume lives on Korean CEXs after the Upbit/Bithumb listings), and there’s a governance-approved possibility of up to a 50% supply increase hanging over the tokenomics from 2025. Coverage means we track both. On the board at $173M.
Say it officially: MetaDAO goes on the radar today, and I think big things.
The one-liner: it’s the Solana launchpad where tokens are actual OWNERSHIP, governed by futarchy, decision markets that make rug-pulling economically irrational because raiding the treasury gets priced in and punished by the market itself. Roughly $33M raised across its first ten launches, with completed ICOs averaging about 8.6x from launch price.
META itself trades around $130M, down 8% today, which is the kind of pullback you actually want on a radar add:
azrael@johnjjj1997
so solana:METAwkXcqyXKy1AtsSgJ8JiUHwGCafnZL38n3vYmeta is trading over 150 milion and the only ownership memecoin i still available for around $100k FUTARDIO
12:59 AM · Aug 26, 2026 · 50 Views
1 Like
And for the completionists: FUTARDIO, the cult coin of the ownership meta, still sits under $250K. That’s the lottery-ticket end of a thesis whose serious end is “the credibility layer for token launches.” Radar tier, both of them, sized accordingly.
Status stat first: fomo broke 100,000 daily active traders for the first time, only Moonshot during the Trump launch has EVER done that number. The casino is officially crowded. One important nuance while everyone screams airdrop: fomo raised equity, not token funding, $94M at a $550M valuation, and its closest comps never launched tokens. Trade there because it’s the best terminal, not because you’re owed a drop.
The scan below ran minutes before this letter went out. Five cleared the bar today, the healthiest board in over a week:
MADE 🏭 · 74/100 · 6d old · $879K mcap · $99K liq · $525K vol · 13,532 holders · top-10 29.2%
✅ Mint & freeze revoked · metadata locked · LP 100% locked · 0 flagged insiders
Was radar-tier at 55 last Thursday, it built 13K holders and the cleanest volume-to-liquidity ratio on today’s board instead of dying. Upgraded to a call. ▶ Trade MADE on fomo
Morty 🧪 · 73/100 · 4d old · $1.23M mcap · $116K liq · $2.27M vol · 18,417 holders · top-10 21.9%
✅ Mint & freeze revoked · metadata locked · LP 100% locked · 0 insiders
Biggest crowd on the board, 18K holders in four days. The warning is the 20x volume-to-liquidity churn, momentum coin, take profits like a thief. ▶ Trade Morty on fomo
Polycat 🐈 · 72/100 · 3d old · $841K mcap · $100K liq · $1.73M vol · 13,024 holders · top-10 22.9%
✅ Mint & freeze revoked · metadata locked · LP 100% locked · 0 insiders
Clean distribution and a real crowd. Same churn warning as Morty at 17x, this board is fast money, not marriage material. ▶ Trade Polycat on fomo
Doge2 🐕 · 72/100 · 4d old · $259K mcap · $54K liq · $299K vol · 9,302 holders · top-10 27.4%
✅ Mint & freeze revoked · metadata locked · LP 100% locked · 0 insiders
The sane ratios pick: 5.5x churn, 9K holders at a quarter-million cap. Derivative name, honest chart. ▶ Trade Doge2 on fomo
PANTS 👖 · 71/100 · 7d old · $630K mcap · $86K liq · $373K vol · 12,895 holders · top-10 34.8%
✅ Mint & freeze revoked · metadata locked · LP 99.7% locked · 0 insiders
Last day inside the freshness window and it earned the look: 4.3x churn, the calmest tape of the five. The wart: top-10 at 34.8% pushes my concentration comfort line. ▶ Trade PANTS on fomo
📒 Marked to market (the honesty ledger):
✅ Qenis +16% open - the Aug 15 pick was +44% on Sunday, it’s decaying (-31% today). If you rode it, you know what a round trip feels like, don’t collect another one
❌ BULLSHIT CUT -11% - a week of nothing, the unlocked-Meteora warning never cleared. Closed
❌ EYE CUT -57% - 40K holders couldn’t save it, day-6 was decision time and the decision was down. Closed
🪦 And the big one: Sunday’s paid section printed FIVE radar-tier names with their warts and refused to call a single one. Two days later: CVXV666 -75%, CATCUS -99%, Office -66%, CYBERCAT -92%, Greed -97%. ALL FIVE. The refusal was the alpha
The Memory Hackathon keeps compounding: 241 registered teams now, up from 200 on Sunday, $10K plus an accelerator seat on the line, registration closes August 31:
SIBYL@sibylcap
join 241 other teams building with the sibyl memory plugin for a chance to win $10,000 and entry to a startup accelerator. own your data. own your memories. build agents that learn and grow over time, using previous work to solve the futures problems. hack.sibyllabs.org
Sibyl Labs @sibyl_labs_
File-based memory. No vector DB. Sibyl Memory stores agent context as plain files. No embeddings, no extra infra, exact retrieval. Graph-structured, hierarchical memory. 95.6% on LongMemEval (#2, independent benchmark). The only file-based memory in the top-10. Sign up now!
11:16 PM · Aug 25, 2026 · 1.63K Views
9 Replies · 14 Reposts · 41 Likes
Five days left if you build. The standing honesty line stands: the product is the alpha, the token is still an illiquid microcap chip.
$1.84, still +8% on the call. The profitable small desks are 6 long, ZERO shorts, $9.2 million net. Nobody tweets about it, the books just keep leaning one way. Quiet strength for two weeks running.
ENA $0.140, -5.3%, the second straight red day after an +85% run, this is what normal cooling looks like. USDe supply holds $4.05 billion, so the product didn’t blink. And the equity wrapper had its moment anyway:
StablecoinX@stablecoin_x
Thank you @NasdaqExchange for hosting us, and for having us ring the closing bell. A long road to get here, and the part that matters the most starts now! $USDE $ENA
Nasdaq Exchange @NasdaqExchange
StablecoinX Inc. is an infrastructure software and services company focused on supporting the Ethena ecosystem, including its digital dollar products, particularly USDe. Welcome $USDE! #NasdaqListed
1:49 PM · Aug 24, 2026 · 3.7K Views
12 Reposts · 83 Likes
StablecoinX rang the Nasdaq closing bell. The fee switch is STILL inactive, never let CT tell you otherwise, but the pipes into TradFi keep getting built in public.
More ATLAS context: Jack Melnick, four years a protocol builder, joined LayerZero to run strategy and GTM for Zero and ATLAS:
Cap'n Jack@jackmelnick_
Excited to announce that I’ve joined LayerZero to lead Strategy, focusing on GTM of Zero & ATLAS. For the last four years, I’ve worked as a protocol builder, flirting with the cutting edge of what is feasible (and responsible) to build on blockchain. Those that have worked with
2:09 PM · Aug 25, 2026 · 26.1K Views
87 Replies · 9 Reposts · 344 Likes
Serious operators continue to focus on the exchange-infra thesis. File under “the TrueNorth feature above is not a coincidence.”
nest’s next milestone, framed by the intern:
The Nest Intern@TheNestintern
HyperEVM and @NestExchange are cooking we finna see a $200k epoch on nest fam
2:20 PM · Aug 24, 2026 · 665 Views
2 Replies · 29 Likes
Fees over $190K this epoch already. HyperEVM is so back.
SEDA’s oracle infra is under Moon, the new bet-anything platform (crypto, stocks, futures, commodities at 1000x), which pushed $1.34 billion of notional through SEDA feeds in its first five days. “Asset context over asset price” is becoming their whole pitch, dynamic LTVs, and liquidation discounts for RWA lending. Covered project, real usage print.
Privacy beat bonus: Beldex closed a fresh $8M round ($36M total) for confidential assets, an EVM sidechain and privacy-preserving AI agents. The privacy narrative keeps getting funded, ZEC is the index, the small caps are the beta.
A.C.K.’s April Fools joke became a real PFP collection: Argonauts, 9,999 fully onchain on Ethereum, $300 mint, minting today. The NFT corner lives.
The main event: NVIDIA reports tonight after close; consensus is around $92 billion in revenue (+~97% YoY) and $2.09 in EPS. The setup into it is spicy: the stock just ended a 7-day losing streak, its longest since 2022, one day before the print. It has beaten estimates 22 of the last 24 quarters, and history says the beat doesn’t guarantee the pop.
Ram’s framing is the one I keep: bear case is 90th-percentile valuations, bull case is 99th-percentile earnings growth, and after tonight, NVDA may trade at a LOWER forward PE than the S&P itself. That’s not a bubble, that’s a referendum on whether the capex machine keeps spinning.
The degen kicker: the tokenized-stock casino trades it while you sleep, the NVDA pool on Base did $9.4M in a day, and Robinhood Chain’s RWA tape just printed its ATH. Whatever tonight does, someone’s trading it onchain at 3 am.
SemiAnalysis dropped this into the party: OpenAI’s new Jalapeño inference chip benchmarks up to 2x better performance per watt than NVIDIA’s July Rubin results, without spec decoding enabled. One chip from one lab doesn’t dent a $92B quarter, but the biggest customer designing away from you is the ONE structural bear story that matters. Watch how the call handles custom-silicon questions.
Meta agreed to pay up to $16.68B to 48 states over child-safety claims, an $18B commitment with usage caps for minors, a $10B Q3 legal charge, and July guidance UNCHANGED. The market’s read: a parking ticket at Meta scale. The stock market opened green anyway.
Circle minted $6 billion of USDC in the past week, including $1 billion in a single day. Fresh stablecoins are the market’s fuel gauge, and it’s pinned.
MB.hl@MBxxvv
Hyperliquid generated $3M in fees the last (24H)
7:32 PM · Aug 25, 2026 · 2.42K Views
14 Replies · 4 Reposts · 68 Likes
$3 million of fees in 24 hours (it’s run as high as $4.3M/day this week), every dollar buying HYPE, and as of this morning the USDC reserve yield stacks on top. Two engines, one token.
CW@CW8900
Buying of $BTC is increasing on all exchanges.
3:59 AM · Aug 25, 2026 · 2.63K Views
3 Replies · 6 Reposts · 59 Likes
BTC buying is increasing on ALL exchanges at once. Pair it with $2.57 billion of ETF inflows Aug 17-25 (87% through IBIT and FBTC alone), and the picture is spot-led, not leverage-led. That’s the healthy kind.
Smartmoney_Detective@NaveenCypto
PumpFun has been growing consistently . All metrics TVL , fees and revenue are up in last 30 days @Pumpfun Data - @DefiLlama
8:56 AM · Aug 25, 2026 · 553 Views
1 Reply · 6 Likes
TVL, fees and revenue all up over 30 days, per DeFiLlama’s data. That’s the fundamental floor under our +87% PUMP call, and the desks’ 13 longs-to-1 short says the smart money reads the same chart.
Tokenized RWAs crossed $44.7 billion in combined market cap, $2.9B of it already productive inside DeFi. And Solana quietly set an all-time high of 4.2 billion non-vote transactions in July. The infrastructure numbers keep making the price numbers look slow.
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Krown@KrownCryptoCave
CANT WE ALL JUST GET LONG
Krown @KrownCryptoCave
So much fighting and bickering on X today today Can't we all just get long?
4:01 PM · Aug 25, 2026 · 10K Views
26 Replies · 2 Reposts · 110 Likes
TONIGHT (Wed) - NVDA Q2 after close (call 5pm ET, cons ~$92B) · GIGA space + AMA 10PM UTC · AQAv2 yield accrual now LIVE (first payout Oct 3)
Aug 27-29 - Jackson Hole, theme “Financial Innovation: Implications for Payments and Policy” · Warsh’s first keynote as Chair Friday ~10am ET · Bitcoin Asia Hong Kong
Aug 28 (Fri) - prelim NFP annual benchmark revision · Lighter x Robinhood weekly drop #2
Aug 29 (Sat) - HYPE unlock, 14.18 million tokens (~1.4% of supply), three days after the buyback engine turned on
Aug 31 (Sun) - GIGA Genesis TGE 12:00 UTC · monthly close = THE decision candle (rolling 365-day MA test) · Sibyl hackathon registration closes · NU7 vote runs to ~Sept 12 (1M ZEC quorum)
September - Cambria RSGP TGE window (pre-market ~$56M) · Sept 9: doubled Treasury buybacks start ($4B/op) · Sept 15: FOMC + Senate CLARITY cloture · Sept 24: Phantom sunsets SUI support · ~Sept 29: Robinhood Chain gas sponsorship ends
Adrian’s DeFi Alpha shows you:
What is actually growing
Where revenue is flowing
Which tokens capture value
Where valuations make sense
A clear framework for finding and judging high-upside opportunities.
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Your homework, graded by the shortest book report in history:
Flood@ThinkingUSD
Stanley Druckenmiller tl;dr: Bitcoin to infinity
4:25 AM · Aug 25, 2026 · 46.9K Views
24 Replies · 58 Reposts · 1.33K Likes
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Today we’ve got:
The exodus ledger: where the two best books went, what they left behind, and what that pattern has meant before
A nine-figure short book that just covered MOST of its position, leg by leg, plus the anon whale still holding the other side
The rebuilt degen book: gross size, equity, and both liquidation prices
The funding board’s two most offside numbers, one paying longs, one paying shorts
The exact levels: the bull-mode trigger, the deploy zone, the monthly-close test, bull AND bear
A perp venue where the fee rebate is boosted to 100% for a limited window, with the exact code
The final-days allocation math on a TGE that’s five days out, plus a $0.02 community sale playbook
Three fresh coins scanned minutes ago that are too small and too early for the free side
10 Top Smart-Money buys + token list for Solana
10 Top Smart-Money holds + token list
The coordinates are downstairs. Guess wrong on your own time.
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