Amid this sharp drop—and to be clear, this **is not investment advice, just a study I did myself, so I suggest you do your own research* — 🪙

it’s worth looking at the bright side:

🪙

**1. Zcash ($ZEC ) — the most immediate technical catalyst**

The NU7 upgrade is expected to go live on mainnet around November 5–6. With it, block time drops from 75s to 25s, making it about 3x faster and allowing private payments to be confirmed much more quickly. The Network Sustainability Mechanism also comes into play: 60% of fees will go into a reserve outside circulation, which will later be used to pay miners (around 2031). In practice, this expands the capacity for private transactions, eases wallet synchronization, and permanently retires the old Sprout pool.

**2. Hyperliquid ( $HYPE ) — important steps in the institutional and regulatory space** Hyperliquid Strategies, the publicly listed HYPE treasury company, applied to the CFTC for registration as an FCM (futures commission merchant), with the aim of serving U.S. users in the HIP-3 perpetuals market. The company also reported around $13.3 million in quarterly revenue, with net income significantly boosted by unrealized gains on HYPE. Its longstanding partnership with ICE, owner of the New York Stock Exchange, is fueling expectations that Hyperliquid’s infrastructure could gain a foothold in the regulated U.S. perpetuals market.

This is a clear move toward compliance and institutional adoption, which could support demand for HYPE over the long term.

**3. Sui ($SUI ) — a great gateway for retail users**

Samsung Wallet will begin supporting USDC on the Sui network for Galaxy users in the U.S.—around 82 million compatible devices—with launch expected in November. The key advantage is gas-free stablecoin transfers: users can send USDC without needing to hold SUI in their wallet.

This is a very positive sign of Sui adoption in payments and consumer use, and could help boost stablecoin liquidity and real-world use of the ecosystem.

**4. Other specific catalysts to keep an eye on**

- **ApeCoin / ApeChain (#APE ):** full migration from LayerZero to Chainlink CCIP as the official interoperability standard, covering the Yuga Labs ecosystem, including projects associated with BAYC. APE and USDC will move to the Chainlink Cross-Chain Token standard. This brings improved security and connectivity between networks.

- **API3:** end of token emissions. A proposal caps the maximum supply at 200 million tokens and moves governance to Snapshot.

- **Canton Coin (#CC ):** registration of the first U.S. ETF tracking a Canton Network token is expected to take effect on November 13. The network continues to advance in institutional RWA and settlement.

- **Polygon (#pol ):** a hard fork has been proposed to recover around 70 million locked POL, worth close to $6.5 million, and return it to affected parties (Binance, Polymarket, and others).