jonylu

Big Token Unlocks Ahead

• $ENA → 5 Oct: ~1.41B (~14% circ) — final big investor cliff
• $SUI → 3 Oct: ~23.4M (0.2%) — routine
• $TIA → 30 Sep: ~10.7M + smaller end-Oct
• $WLD → continuous (~100M monthly range late Oct)

ENA is the main one to watch.
DYOR | NFA

$ZRO LayerZero trading around $1.99–$2.05, up roughly +12–16% in the last 24 hours.

What’s being discussed:
• Strategic partner transferred 8M $ZRO (~$15M) to Coinbase Prime yesterday
• CEO stated monthly volume is now $10–15B with still dominant cross-chain market share
• Speculation around Zero Chain (their L1) potentially launching in October–November

Key data points:
• ~25.7M $ZRO unlock scheduled for October 20
• Lawsuit related to the KelpDAO exploit is still ongoing
• ATLAS burn mechanism is not live yet (Zero Chain not mainnet)

Price is moving on a quiet weekend, but the upcoming unlock and legal process remain factors to watch.

NFA | DYOR

Elon just confirmed.

SpaceXAI will be renamed to SpaceXSI.

His reasoning:
“No more AI. SI (Super Intelligence) is better. SpaceX is a Super Intelligence company.”

- From AI → SI.
- From SpaceXAI → SpaceXSI.

Elon is clearly pushing the Super Intelligence narrative hard.

#SpaceXSI #ElonMusk

$NMR Numeraire.

The token behind Numerai — an AI hedge fund that crowdsources stock market predictions from data scientists worldwide.

How it works:
Stake $NMR on your model → good predictions earn rewards, bad ones get burned.

Hedge fund AUM now ~$700M, backed by Paul Tudor Jones, active treasury buybacks, and a fixed 11M supply.

Strong move at the end of September.

One of the few AI tokens with real quant trading utility.

NFA | DYOR

Nosana $NOS is up roughly +10–13% in the last 24 hours, now trading around $0.63–0.66.

Decentralized GPU network on Solana focused on AI inference.

Recent MCP server is live (manage deployments via Claude/Cursor/VS Code), plus rising GPU demand (campaign for more RTX 4090 & 5090 providers).

NFA | DYOR

$BEAMX

Beam (formerly Merit Circle) is up roughly +10–15% in the last 24 hours, now trading around $0.0023–0.0028.

Still residual gaming L1 narrative.

No major new catalyst, but price action is showing life on a quiet weekend.

Market cap sits around $120–145 million.

NFA | DYOR

$AKT moving today.

Akash Network up roughly +10–13% in the last 24 hours, now trading around $0.70–0.75.

Still riding the AI & decentralized compute narrative.

Recent load balancer upgrade on AkashML doubled concurrency and cut errors by 90%. AkashML remains one of the key providers on OpenRouter.

One of the mid-cap AI infra plays showing life on a quiet weekend.

NFA | DYOR

$ARB is not an L2 story anymore.
It’s a TradFi infrastructure play.

Robinhood Chain (built on Arbitrum Orbit) is printing real revenue.
10% of net protocol fees flow straight back to the Arbitrum ecosystem via AEP.

Standard Chartered just dropped a $10 target by 2030.
Arbitrum One is leading tokenized RWAs with 7,000+ assets.

Unlocks still exist.
But the value capture model just flipped.

This is the cleanest beta on institutional on-chain adoption right now.

CFTC is pushing to expand the definition of “swap” to include event contracts used in prediction markets.

The goal is to strengthen their claim of exclusive federal jurisdiction over platforms like Polymarket and Kalshi, overriding state gambling laws.

If successful → structurally bullish for the prediction market industry (clearer legal framework and easier expansion).

Short-term remains neutral though — the process is slow and states are still fighting back.

Related coins (indirect exposure):
- $GNO (Gnosis)
- $AZUR (Azuro)
- $DRIFT (Drift Protocol)
- $PNK (Kleros)

Not an instant pump catalyst, but a positive regulatory signal for the sector. NFA | DYOR

$GSTOCK is getting some attention on BSC.

It’s a meme token launched via Genius.fun, a new BNB Chain launchpad.

Not a real tokenized stock. Not equity in any company. Pure meme with a “stock meme” narrative.

What’s notable:
* The launchpad (Genius.fun) is linked to Genius Terminal & YZi Labs, with CZ listed as an advisor.
* It got listed on Binance Alpha.
* Still, this is not a Binance project.

Price has been volatile since launch.

NFA | DYOR

🚨ZachXBT: Alleged DPRK attackers are now shielding stolen Bitget funds via Zcash

Around 2,700 $ZEC (~$3.8M) has started moving into Zcash’s Ironwood shielded pool.

Once inside, transaction details can be hidden and tracking becomes significantly harder.
This is part of the larger ~18,900 ZEC (~$28.3M) stolen in Bitget’s $388M breach.

Price impact so far looks limited — $3.8M is small relative to ZEC’s market cap.

But it does put privacy coins back in the regulatory spotlight.

$ZEC red today and why?👀

Despite solid catalysts (Grayscale ETF, NU7 upgrade, privacy narrative), ZEC dropped 8-12% after a massive September rally.

Main reasons:
• Heavy profit-taking after +65-75% in 30 days
• Long liquidations cascade (millions forced closed)
• Leverage reset + broader risk-off market

The bullish story is still intact.

This looks more like a healthy correction than a thesis break.

Watch the $1,350–$1,400 zone.

NFA | DYOR

$AAVE just pumped 11-16% — here’s why

Aave founder Stani Kulechov just dropped that they’re considering adding a token burn mechanism into Aavenomics 3.0.

Currently:
• Protocol revenue is used for AAVE buybacks
• Bought tokens go to the Ecosystem Reserve (can still be reused)

A burn would be different → permanent supply reduction.
No official proposal yet. No amount confirmed. Still just “considering.”
But the market clearly likes the direction.

NFA | DYOR

$BNB Jenner Upgrade is next on the roadmap

After the successful Pasteur hardfork (Aug 25) that already boosted gas capacity by ~28%
BNB Chain is preparing the Jenner upgrade:
• Testnet: Late October 2026
• Mainnet: Late November 2026

Key features:
– BEP-702: Compliant Asset Standard (CAS20) → native support for regulated stablecoins & tokenized RWA
– BEP-703: Payment Lane → prioritizes real payment transactions even during congestion
– Millisecond-precision timestamps
– Faster network recovery when validators miss slots

This continues the steady scaling path while strengthening the RWA + payments narrative. More infra-focused than pure hype, but solid long-term play for $BNB .

NFA | DYOR

$SOL Alpenglow is getting closer

• Biggest consensus upgrade in Solana history
• Finality target: ~150ms (from 12.8s)
• Vote transactions removed → more block space
• Already live on Testnet (Sept 24) + Devnet (Sept 25)
• Mainnet still targeted for October (no fixed date yet)

One of the most significant tech upgrades Solana has ever shipped.

Bullish on the fundamentals. Short-term = watch for the usual “buy the rumor / sell the news”.

NFA | DYOR

$ARRR Ironwood Hardfork in 4 days (Oct 3, 19:00 UTC)

Pirate Chain is skipping Orchard entirely and going straight to Ironwood:
• Fully trustless shielded pool (no more trusted setup)
• Machine-checked formal verification
• Quantum-recoverability commitments
• Combined with dPoW update → one clean hardfork

One of the strongest technical upgrades in the privacy sector right now.
Full node users: update to v6.0.7 before activation.

NFA | DYOR

⚠️ Big Unlock Alert: $2Z (DoubleZero)

Date: October 2, 2026

What’s unlocking:
• ~1.66 billion 2Z
• Value around $113–118M
• ~16.5% of total supply (10B)
• ~47% of current circulating supply

Largest recipients:
Jump Crypto (575M), Malbec Labs (350M), Institutions (300M), Team (250M)

This is the 1-year cliff after TGE. After that, linear vesting continues at ~31M 2Z per week.

Clear risk: circulating supply can almost double in one day → high selling pressure potential + extreme volatility.

High-risk event. NFA | DYOR

Chainlink $LINK just launched CCIP 2.0!

Major upgrade for cross-chain interoperability:
• Additive security
• Faster-than-finality transfers
• Built-in compliance
• Modular fees & permissionless execution

Default remains secure with 16 independent node operators.

CCIP now secures >$84 billion in cross-chain value.

Vitalik just dropped an essay “The Cryptographic World Computer”.

He says Hegota in 2027 is likely to be Ethereum’s last “normal” fork.

After Hegota, the roadmap goes full mode:
• Recursive STARKs
• Automated formal verification
• Highly optimized consensus
• Quantum-safe cryptography

No longer just a regular blockchain. Ethereum is being transformed into a hybrid cryptographic world computer.

2030 target: 4–8 second slots, 8–32 second finality.

Get ready for the Lean Ethereum era 🚀

$ETH

$SHX is up approximately 20–23% in the last 24 hours, currently trading near $0.005 with a clear rise in volume.

What’s driving the momentum?
• BitTrade Japan listing (FSA-licensed) — first regulated entry into the Japanese market & key step for APAC expansion
• Multi-chain live: Stellar (native) + Ethereum, Solana & XRPL via Axelar bridges
• Strong supply control: 60B SHX locked in 5-year rolling escrow on Soroban
• Real utility focus: payments, settlement, fee discounts, rewards & merchant financing

Quiet accumulation + compliance narrative still in play.
NFA | DYOR