syk233

RH 链上农场链游 robinhood:0xea0071a8778fa02c12378e88868255e0e0952be6 市值 227 万美元
一级项目日报 10-26｜链上跑出来 2 个

1 robinhood:0xea0071a8778fa02c12378e88868255e0e0952be6 @farmingseasonio｜RH｜像素风农场链游 市值 227 万美元
0xea0071a8778fa02c12378e88868255e0e0952be6

2 $LAUNCH @_LaunchX｜SOL｜反 Pump 迷因币发射工具 市值 144 万美元
AhBidGAgv6QbKSWfrSCegGrzFLcBx4E5FNYTKHNQQj6C

官网和项目方推特在评论区
DYOR

https://x.com/syk233/status/2114545948554879265

The biggest today is $CLAUDIA, with a market cap of $3.28 million
Tier-1 Project Daily Report 10-25｜3 projects emerged on-chain

1 robinhood:0xea0071a8778fa02c12378e88868255e0e0952be6 @farmingseasonio｜RH｜Pixel farming blockchain game｜Market cap: $930,000
0xea0071a8778fa02c12378e88868255e0e0952be6

2 solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE @Hoookedpad｜SOL｜Transfer Hook token launch platform｜Market cap: $1.41 million
C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE

3 $CLAUDIA @claudia_popstar｜SOL｜Fan token for an AI virtual singer｜Market cap: $3.28 million
2j5SaS7xy776qCBpyPQbZjyQSAtKiFgrwjfErthnW2ZM

Official websites and project teams' Twitter accounts are in the comments
DYOR

https://x.com/syk233/status/2114328628075069465

I'm Agent #3720
I want AI agents to help me keep an eye on on-chain opportunities, automatically claim airdrops, and manage wallet risks.
#ProofOfAgent @Ptahtrade https://ptah.trade/poa

An overview of the Ptah ecosystem:

https://x.com/syk233/status/2114338101938299114

By the standards of traditional financial markets,

such as P/E ratios, P/S ratios, and so on,

99% of crypto tokens really aren't worth touching.

Take a look at some of the coins Binance has listed recently,

including CT, Axis, DNA, and others.

Not one of these projects has any revenue, let alone buybacks or burns. If you value them by P/E ratios, they're all trading at hundreds or even thousands of times earnings.

There are only two points when these tokens are worth trying to trade:

1. PVP in the first few hours after the TGE
2. PVP after they’re listed on futures, if a market maker takes an interest and steps in to trade

From a rational perspective, they have no investment value whatsoever—only speculative value. And the window for speculation is extremely short, with very high demands on ordinary users. This is what they mean by licking blood off the blade, I guess.

Still, this is a good thing in a way: it forces the crypto industry to produce projects with real value, such as those in the perp sector.

https://x.com/syk233/status/2114209975774126407

Looks like Binance @binancezh @binance has really raised the bar for projects this time around. They’ve been clearing out low-quality projects very quickly lately.

685 tokens have been listed on Alpha, and 213 have already been removed.
Delistings are still accelerating: 14 in September and 21 in October.
They’re also cutting back on futures, delisting a batch of perpetual contracts including PTB and MITO.

At the same time, 93 Alpha tokens have been promoted to spot and futures.
Of the 379 that remain, only 64 had daily trading volume above 1 million.

---

https://x.com/syk233/status/2114249636752081287

BULK @bulktrade has started using fees to pay traders in cash

Today is the weekly Saturday Aura Day snapshot at 9 PM Beijing time

Three things this week
The new weekly Challenger Series leaderboard is out
Top-ranked accounts receive League Cash directly—it’s real cash, not points
A new round of the Gauntlet challenge has started, but the official rules haven’t been explained in detail yet

How do rankings work?
It’s a seasonal system, with promotion and relegation every week. Rankings are based only on trading
You still earn AURA from deposits and staking BulkSOL, but it doesn’t count toward your ranking
According to a third-party guide, the cash prize pool is 12.5% of net weekly fees, with no cap

Background
About $8 million raised, with Wintermute, Robot Ventures, and Solana founder Anatoly among the investors
The co-founder said 30% of the tokens will go to the community, similar to Hyperliquid

My take
Previously, you could just park your money and earn AURA. Now real money is starting to flow to traders
If you only deposit and don’t trade, the rankings and cash have nothing to do with you

Join the trenches

https://x.com/syk233/status/2113990651557851181

When altcoins across the board start pumping wildly, it usually means the rally is truly over.

The market will likely offer a golden buying opportunity over the next few days.

https://x.com/syk233/status/2113998535842832614

The biggest today is $CREORA, with a market cap of $1.48 million
Tier 1 Project Daily Report 10-24｜3 projects emerged on-chain

1 $CREORA @creora_ai｜RH｜An AI workspace focused on privacy Market cap: $1.48 million
0xb11384a6ac2b3708e3d25a834c8a88687accbcd1

2 robinhood:0xea0071a8778fa02c12378e88868255e0e0952be6 @farmingseasonio｜RH｜A pixel farming blockchain game Market cap: $490,000
0xea0071a8778fa02c12378e88868255e0e0952be6

3 solana:EJAxERvKU4kEVXn3NarjvRtgaMaJyP9ZuMeKA7JJpump @ChooTheRescue｜SOL｜A meme coin supporting pit bull rescue Market cap: $1.11 million
EJAxERvKU4kEVXn3NarjvRtgaMaJyP9ZuMeKA7JJpump

Official websites and project teams' Twitter accounts are in the comments
DYOR

https://x.com/syk233/status/2113811922550452510

https://bn.shaniu.ai/

Just use Claude or ChatGPT to do it.

You’ll need a Binance Agent Wallet first.

There haven’t been many interactions so far, and there’s still plenty of time. Each one should cost around 0.2 U.

https://x.com/syk233/status/2113544301334659443

The biggest today is $COMPUTE, with a $330K market cap
Tier-1 Project Daily Report 10-23 | 2 surfaced on-chain

1 $COMPUTE @web4dotapp｜SOL｜A token launch platform where every token comes with its own GPU and AI. Market cap: $330K
GWe3TNg1UPxeaSazxK8U49PDAqXCaX9Jc8zbttFLpump

2 robinhood:0xea0071a8778fa02c12378e88868255e0e0952be6 @farmingseasonio｜RH｜RWA pixel farming game. Market cap: $300K
0xea0071a8778fa02c12378e88868255e0e0952be6

Official websites and project teams’ X accounts are in the comments
DYOR

https://x.com/syk233/status/2113453717983027676

This project is a no-brainer!

Metric @metricxyz doubled its TVL to $12.62 million in its first week, with $7,200 in daily protocol revenue—and it hasn’t even launched a token yet.

It started out as an aggregator and says it has routed over $5 billion across 9 chains. It’s launching on Robinhood Chain and BNB Chain in mid-October.

What’s innovative:
It opens up pricing pools previously used only by market makers to everyone.

The pools don’t set prices themselves—they read external prices directly from Chainlink and Pyth. When the market moves, there’s no need to wait for arbitrageurs to rebalance LP positions, so LPs are less exposed to getting picked off.

LP liquidity is arranged in grid levels at set percentages above or below the current price. When the price moves, the grid shifts along with it, so there’s no need to withdraw and redeploy liquidity like on V3.

It works with block builders so quote updates are always ordered ahead of trades. Bots can’t get in first and trade against stale prices.

Curators can only quote prices wider than the oracle’s, and with stop-losses plus green/yellow/red ratings, retail users can feel safer entrusting their money to unfamiliar market makers.

Join the trenches.

https://x.com/syk233/status/2113185726145966087

The biggest today is robinhood:0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111, with a market cap of $16.79M
Tier 1 Project Daily Report 10-21 | 3 emerged on-chain

1 robinhood:0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111 @Torchpaddotfun｜RH｜Multichain trading terminal and token launch platform｜Market cap: $16.79M
0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111

2 robinhood:0xea0071a8778fa02c12378e88868255e0e0952be6 @farmingseasonio｜RH｜RWA farming blockchain game｜Market cap: $380K
0xea0071a8778fa02c12378e88868255e0e0952be6

3 solana:6FhVPctYg363pQbs4iSvqyHe2cJzfsvFD96gePy6pump @exfildotfun｜SOL｜Meme trading app for tracking token holders’ PnL｜Market cap: $3.08M
6FhVPctYg363pQbs4iSvqyHe2cJzfsvFD96gePy6pump

Official websites and project teams’ X accounts are in the comments.
DYOR

https://x.com/syk233/status/2112760243436634220

GRVT @grvt_io has completed its first buyback: 1.1 million tokens purchased on the open market and burned directly, representing about 1% of the circulating supply.

There will be one round every month from now on. The Foundation will set the size, and an independent party will execute it. Each burn permanently reduces the total supply, with the amount and transaction hash for every round published on a dashboard.

The buyback is just the beginning. Before the end of November, GRVT plans to roll out five things to transform itself from a perpetual DEX into an investment app.

The products:
1. By the end of October: Earn, with yields of up to 11% APY. Returns come from cash flows generated by real fixed-income assets. Partner institutions will be announced on launch day. Funds stay in an account that only you can move with your private key.
2. In November: perpetuals with stable funding rates, letting users trade U.S. stocks, forex, commodities, and indices in one account, with zero fees and funding charged once a day. The year-end target is more than 1,000 markets.
3. In November: deposits in Earn can be used directly as margin, letting you earn yield while opening positions.
4. By the end of November: Grvt 2.0, with a new brand and app, plus more than 200 additional markets. The 2027 roadmap will also be announced.

Next, watch three things: the size of the monthly buybacks, how much capital Earn can attract, and whether zero-fee perpetuals can build up trading volume.

https://x.com/syk233/status/2112698272636866574

Probably a buyback, right? It's currently ranked fifth in the perp space.

https://x.com/syk233/status/2112486465510977581

How do I put this... it's 20% today 😂

https://x.com/syk233/status/2112393028895989866

The biggest today is solana:HqmFi85adLD8BQA7en1HfajdAfzVFps5REgQaYuw6Ax8, with a market cap of $1.62 million
Tier 1 Project Daily Report 10-20｜3 projects emerged on-chain

1 $KOLSHI @Kolshibet｜RH｜A prediction market betting on KOLs’ trading profits and losses Market cap: $400,000
0x774b0e022477e83108530a975e9edf26cc4301bf

2 robinhood:0x72be1277e198d0c476869253cb4e62807e14533c @RaetoCC｜RH｜Uses interest on deposits to pay for AI usage fees Market cap: $1.41 million
0x72be1277e198d0c476869253cb4e62807e14533c

3 solana:HqmFi85adLD8BQA7en1HfajdAfzVFps5REgQaYuw6Ax8 @weftfinance｜SOL｜Turn plain-language instructions into automated trading rules Market cap: $1.62 million
HqmFi85adLD8BQA7en1HfajdAfzVFps5REgQaYuw6Ax8

Official websites and project teams’ Twitter accounts are in the comments
DYOR

https://x.com/syk233/status/2112362619126628517

Some recent thoughts on the macro picture

I’m still leaning cautious on crypto this week, for one reason: the 10-year U.S. Treasury yield is still hovering at 5.1%. Here’s how I see it.

If you can park your money in Treasuries and earn 5%, who’s willing to take on risk?

Last week’s CPI came in at 3.7%, and oil has climbed back to $110. Inflation hasn’t come down at all.
The Fed will most likely hold rates steady this October, but hike once more before year-end. The market has pretty much accepted that.

The worst hit has been AI.

Semiconductors have fallen for eight straight days—the first time we’ve seen that since 2008.
CoreWeave lost a quarter of its value in a week, and Nvidia is down 12% from its peak.
People have suddenly started doing the math: a lot of the money going into computing capacity is borrowed. With rates this high, how much longer can they keep borrowing?

BTC has actually been pretty steady, trading sideways just above $80,000.
But look at its recent moves—it’s basically been shadowing the Nasdaq. It’s not some kind of safe-haven asset.
ETFs also saw outflows last week.

U.S. stock futures have bounced back this morning, but the Nikkei is still falling. I don’t feel comfortable calling a bottom just yet.

This week, I’m mainly watching Tesla and Meta’s earnings on Wednesday to see whether they’re still willing to keep pouring money into AI.

Also, can oil fall back below $100? Can Treasury yields drop back to 5%?

Until those two things ease up, I’ll stick to short-term trades on futures and won’t go all-in chasing longs.

https://x.com/syk233/status/2111988286571086177

The biggest today is robinhood:0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111, with a market cap of $7.84 million
Daily Tier 1 Project Report 10-19｜3 projects emerged on-chain

1 solana:NTRNDMqQSiwEC2jJs3wJiZS6bpGYQJtMNQJgiX3WyV6 @notrandomdotfun｜SOL｜A token-launch tool for vanity contract addresses on Pump. Market cap: $440,000
NTRNDMqQSiwEC2jJs3wJiZS6bpGYQJtMNQJgiX3WyV6

2 solana:HqmFi85adLD8BQA7en1HfajdAfzVFps5REgQaYuw6Ax8 @weftfinance｜SOL｜An automated trading agent that lets you place orders in plain language. Market cap: $890,000
HqmFi85adLD8BQA7en1HfajdAfzVFps5REgQaYuw6Ax8

3 robinhood:0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111 @Torchpaddotfun｜RH｜A multi-chain trading terminal and token-launch platform. Market cap: $7.84 million
0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111

Official websites and project teams' Twitter accounts are in the comments
DYOR

https://x.com/syk233/status/2111995081146462444

The biggest today is $CLAUS, with a market cap of $9.93 million
Tier-1 Project Daily Report 10-18 | 3 projects emerged on-chain

1 $CLAUS @contractclaus｜ETH｜AI agent token whose trading rules can be rewritten Market cap: $9.93 million
0x1b54e762aa34cf6e28e9c082f2848e28e45da6b8

2 $CLAUDIA @SolClaudia_｜SOL｜Fan community token for an AI virtual singer Market cap: $7.75 million
2j5SaS7xy776qCBpyPQbZjyQSAtKiFgrwjfErthnW2ZM

3 $ZERO @Zerotrace_so｜RH｜Zero-knowledge privacy token Market cap: $850,000
0x316fa3ab9a8fd8d7567a823dedecf28d9fee2894

Official websites and project teams’ Twitter accounts are in the comments
DYOR

https://x.com/syk233/status/2111634439998787705

Giving away 2 0G panda blind boxes

Follow @0g_CN and @0G_labs, then repost and comment—that’s all
Winners, DM me your name, phone number, and full address. The 0G team will ship them all out

Here are a few things about 0G that I’ve found interesting lately

Usually, when you stake coins, you get coins in return

0G has launched iAI: after staking, you get computing credits that you can use to run models every day

At the initial rate, 1 iAI gets you about $1.27 worth of credits per day. You can use them for chat, coding, or running agents

Basically, you can turn coins sitting idle in your wallet into an AI membership you can use every day

On launch day, over 3,800 iAI were minted in just 7 hours. More than 600 wallets jumped in, locking up nearly 6 million 0G

If you don’t want to mint, you can buy on the secondary market and stake instead. The daily credits are the same

Where can you use the credits? 0G’s own Private Computer

It’s already processed 400 billion tokens, with 130 models to choose from

The part I care most about is privacy

It’s not just a privacy policy asking you to trust them. Inference runs directly on sealed hardware, so even 0G can’t see what you asked

When there aren’t enough sealed nodes, it would rather return an error than secretly downgrade you to regular mode. That’s pretty rare

A few other bits and pieces

w0G is now available on Ethereum, Solana, Base, and Robinhood
Comfy launched tokens on 0G with no gas fees

More than 170 launched on day one

They’ve also made a major commitment in Singapore: 20 million Singapore dollars over five years, plus research with Nanyang Technological University

🖤 0GMemo: remembers
💜 0GNome: creates
🩷 0GPrico: protects

https://x.com/syk233/status/2111404660368252963