Post
SaintXLucky
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Amid the sharp downturn—and this is not investment advice—let’s look at the positive developments:
1. Zcash（$ZEC ）—The most direct technical catalyst
NU7 mainnet launch (activation on November 5–6). Block times will be reduced from 75 seconds to 25 seconds (about 3× faster), speeding up privacy-payment confirmations. The Network Sustainability Mechanism will be activated: 60% of transaction fees will go into a reserve (and not into circulation) to fund miner rewards in the future (starting around 2031). It will increase the capacity for private transactions and reduce the burden of wallet synchronization, while retiring the old Sprout pool.
2. Hyperliquid（$HYPE ）—Institutional and regulatory progress
Hyperliquid Strategies, a publicly traded HYPE treasury company, has filed an application with the CFTC to register as a futures commission merchant (FCM), aiming to serve the HIP-3 perpetuals market for U.S. users. It also reported quarterly revenue of about $13.3 million, with net profit significantly boosted by unrealized gains on HYPE. Earlier, a partnership involving ICE (the parent company of the New York Stock Exchange) helped fuel expectations that Hyperliquid infrastructure could enter the regulated U.S. perpetuals market.
This is progress toward “regulatory compliance and institutional adoption,” supporting long-term demand for HYPE.
3. Sui（$SUI ）—A major consumer-facing on-ramp
Samsung Wallet will support USDC on the Sui network for U.S. Galaxy users, across about 82 million compatible devices, with the rollout expected in November. A key feature is gasless stablecoin transfers: users won’t need to hold SUI to transfer USDC.
This is a strong signal that Sui is gaining traction in payments and consumer use cases, and could support stablecoin liquidity and real-world ecosystem usage.
4. Other specific project developments worth watching
ApeCoin / ApeChain (APE): Fully migrating from LayerZero to Chainlink CCIP as its official cross-chain standard (covering the Yuga Labs ecosystem, including BAYC-related projects). APE and USDC will be upgraded to the Chainlink Cross-Chain Token standard, improving cross-chain security and interoperability. API3: Emissions have ended, and a proposal would cap supply at 200 million tokens while moving governance to Snapshot. Canton Coin (CC): The registration statement for the first U.S. ETF tracking a Canton Network coin is expected to take effect on November 13; the network continues to make progress in institutional RWA and settlement use cases. Polygon (POL): A hard-fork proposal would return about 70 million frozen POL (worth approximately $6.5 million) to affected parties, including Binance and Polymarket.
1. Zcash（$ZEC ）—The most direct technical catalyst
NU7 mainnet launch (activation on November 5–6). Block times will be reduced from 75 seconds to 25 seconds (about 3× faster), speeding up privacy-payment confirmations. The Network Sustainability Mechanism will be activated: 60% of transaction fees will go into a reserve (and not into circulation) to fund miner rewards in the future (starting around 2031). It will increase the capacity for private transactions and reduce the burden of wallet synchronization, while retiring the old Sprout pool.
2. Hyperliquid（$HYPE ）—Institutional and regulatory progress
Hyperliquid Strategies, a publicly traded HYPE treasury company, has filed an application with the CFTC to register as a futures commission merchant (FCM), aiming to serve the HIP-3 perpetuals market for U.S. users. It also reported quarterly revenue of about $13.3 million, with net profit significantly boosted by unrealized gains on HYPE. Earlier, a partnership involving ICE (the parent company of the New York Stock Exchange) helped fuel expectations that Hyperliquid infrastructure could enter the regulated U.S. perpetuals market.
This is progress toward “regulatory compliance and institutional adoption,” supporting long-term demand for HYPE.
3. Sui（$SUI ）—A major consumer-facing on-ramp
Samsung Wallet will support USDC on the Sui network for U.S. Galaxy users, across about 82 million compatible devices, with the rollout expected in November. A key feature is gasless stablecoin transfers: users won’t need to hold SUI to transfer USDC.
This is a strong signal that Sui is gaining traction in payments and consumer use cases, and could support stablecoin liquidity and real-world ecosystem usage.
4. Other specific project developments worth watching
ApeCoin / ApeChain (APE): Fully migrating from LayerZero to Chainlink CCIP as its official cross-chain standard (covering the Yuga Labs ecosystem, including BAYC-related projects). APE and USDC will be upgraded to the Chainlink Cross-Chain Token standard, improving cross-chain security and interoperability. API3: Emissions have ended, and a proposal would cap supply at 200 million tokens while moving governance to Snapshot. Canton Coin (CC): The registration statement for the first U.S. ETF tracking a Canton Network coin is expected to take effect on November 13; the network continues to make progress in institutional RWA and settlement use cases. Polygon (POL): A hard-fork proposal would return about 70 million frozen POL (worth approximately $6.5 million) to affected parties, including Binance and Polymarket.
