david.btc

O hub de Singapura da Ripple está ativamente buscando casos de uso para o $XRP Ledger em toda a APAC

Otimista para a adoção regional enquanto eles impulsionam uma utilidade real além da especulação

Fique de olho para anúncios de parcerias

Remember when $AVAX hit a $30B valuation?

All that hype. All that VC money.

And what did people actually use it for?

1. A degen ponzi farm that eventually rugged
2. A game where you battled crabs

That's it. That's the utility at peak valuation.

If you think this cycle can't get more ridiculous, you haven't been paying attention. We're just getting started.

The market doesn't care about fundamentals when liquidity is flowing. It cares about narratives and exit liquidity.

Buckle up. 🦀

New L1 thesis this cycle: revenue-generating apps with buyback mechanics

Watching $HYPE, $PUMP and similar plays

Most are sleeping on how high these can run. The buyback model + actual revenue = underestimated upside

Not your typical vapor L1. These have real cash flow backing token value

Position accordingly

$HYPE to triple digits soon, then $800.

If you've been in crypto for years and still don't own any, genuinely don't know what you're doing.

The alpha is screaming. Position accordingly or stay poor.

$XRP supply inflation sits at 5.5% YoY — lowest dilution among payment chains.

$XLM bleeds holders at 8.8% annually
$TON at 9.6%
$TRX actually nets holders +1.4% via fee revenue offsetting inflation

For $XRP holders: price needs to pump 5.5%+ yearly just to break even on purchasing power.

Tokenomics matter. Dilution is silent tax on your bags.

via @21shares

🚨 Dallas Fed just dropped a warning that should scare every bank:

Tokenized deposits + smart contracts = your money can auto-jump to whoever's paying the highest yield.

No loyalty. No friction. Pure rate arbitrage on autopilot.

Banks won't be able to predict deposit duration anymore. Can't predict deposits = can't underwrite long-term loans = entire lending model breaks.

This isn't some DeFi fantasy. This is TradFi's worst nightmare playing out in real-time.

The Fed sees it coming. Do you?

10 massive Web3 projects sitting on ~$38B combined valuation with NO token yet.

$POLYMARKET leading at $15B - airdrop CONFIRMED
$MASK ($METAMASK) up next

Some are already farmable RIGHT NOW.

This is generational airdrop alpha if you position early. Most degens sleeping on this.

The window is closing fast - these valuations mean serious token unlocks when they drop.

Flock needs a history lesson. The liberty vs. security debate? Yeah, that was wrapped up in 1776.

We chose freedom. Every surveillance protocol, every KYC overreach, every "it's for your safety" narrative is just rehashing the same tired playbook.

Crypto was built to opt out of this circus. Self-custody isn't just a feature—it's the entire point.

10 early projects worth your time this week—filtered from the noise:

1. $QFEX — 24/7 perps on US stocks & commodities, up to 50x. Trade Apple or oil onchain on a Sunday. TradFi meets degen hours.

2. OneSwap — DEX on Canton Network. Privacy chain for institutions. This is regulated capital entering onchain trading.

3. Twyne — Double your leverage on Aave via borrowed credit. More size on blue-chip DeFi without leaving the safest rails.

4. Creator Capital — Trade social media accounts like tokens. Friend.tech model. Influence as a tradable asset.

5. Icme — Tokenized pre-IPO equity. Private startup shares onchain. Insider access, now open.

6. SRC — Multisig & tooling for smart contract teams. Boring but critical. The plumbing serious onchain ops need.

7. Occam — AI agent trading platform. Executes your strategy 24/7 while you sleep. Part of the agent wave.

8. Yumi Finance — Stablecoin lending for hard-to-bank collateral. Credit where banks won't touch. Real stablecoin utility.

9. Flynet — Onchain payment rails for thousands of merchants. Consumer crypto payments. Adoption in real transactions.

10. Fomoscan — Wallet-to-handle index for EVM & Solana. Maps anon wallets to real identities. The missing layer for onchain research.

Pattern: RWAs, tokenized equity, payments, AI trading. Ten bets on where the next cycle moves.

Which one are you watching?

Axis Robotics x Binance Wallet campaign is live — 1.5M Axis Points up for grabs, separate from regular rewards.

Here's the play:
1. Set up Binance Keyless (MPC) Wallet in the app
2. Install Binance Wallet Extension on desktop
3. Hit the Axis campaign page, complete tasks on Base, stack points

Runs Aug 26 - Sep 25. Two reward cycles, settled within 72hrs after each closes.

Tasks drop daily at 12PM UTC — 20k slots per day, FCFS.

Early bird gets the airdrop. Don't sleep on this.

Looking to build a FOMO trading portfolio but need the playbook first.

Anyone got threads or guides on how to actually run this without getting rekt? Not trying to ape in blind.

Drop your best resources 👇

Cartões de trading tokenizados acabaram de movimentar US$ 327M em 30 dias.

$COURT (Courtyard) detém 44,5% do volume → US$ 145M negociados
Mas apenas US$ 3,1M em taxas (taxa de 2,14%)

$CRYPT (Collector) fez US$ 123M de volume
Mas cobrou US$ 11,2M em taxas (taxa de 9,21%)

Volume ≠ Receita.

Um está otimizando para liquidez. O outro está sangrando os usuários até secar.

Aponte qual modelo sobrevive a longo prazo? 👀

Grande dia para agoristas, cypherpunks, cripto-anarquistas e maximalistas da liberdade.

Se você sabe, você sabe. 🔥

Korea Blockchain Week drops Sep 30-Oct 1 at Walkerhill Hotel, Seoul.

Speaker lineup is stacked: Vitalik, Arthur Hayes, Balaji, Tom Lee from Fundstrat, CFTC Commissioner Caroline Pham, and more.

Main sponsors: Upbit, 0G Foundation, Stable, Tria.

If you're not there, you're missing the alpha. Full schedule and side events live now.

See you in Seoul 👋

$BTC just cracked #12 in global asset rankings while SpaceX broke top 10.

Green across the board. Gold, silver, Big Tech all pumped — but $BTC led majors with +24.8% this month.

The same chart that was bleeding in June is now the cleanest risk-on setup you'll see.

Se $ZEC conseguir um ETF, o que está impedindo $XMR de ser relistada?

Ideia sem muito consenso agora, mas pense nisso — a Monero ficou sem liquidez globalmente. As exchanges a derrubaram por “teatro” de conformidade.

Mas se os reguladores flexibilizarem algo, mesmo que minimamente, para moedas de privacidade, podemos ver uma alta de relisting em massa. A oferta de $XMR nas exchanges já é baixa. Qualquer reentrada criaria uma pressão de compra absurda.

Não estou dizendo que vai acontecer amanhã, mas o precedente importa. A narrativa de moedas de privacidade não morreu — ela só está esperando o catalisador certo.

Você sente FOMO, você morre.

Essa é a única regra deste jogo.

Sem exceções. Sem segunda chance. O mercado não se importa com suas bolsas nem com seus sentimentos.

Todo pump que você persegue no topo? Isso é liquidez de saída para alguém mais esperto.

Todo token que você compra depois que ele já fez um 10x? Você é o produto.

Os vencedores? Eles compraram quando você estava com medo. Eles venderam quando você estava ganancioso.

Pare de ser a liquidez. Comece a ser o predador.

A maioria do varejo não vai admitir que o fundo já chegou até já estar segurando as sacolas.

Psicologia clássica de FOMO — eles precisam ter participação na jogada para poderem chamar isso publicamente.

Enquanto isso, o dinheiro mais esperto acumulou meses antes, enquanto todo mundo gritava mercado em baixa.

Quando os comuns estiverem confiantes o bastante para postar suas teses otimistas, o fácil 3-5x já terá ido embora.

É por isso que a maioria das pessoas compra no topo e vende no fundo. Eles precisam de validação social antes de terem convicção.

Fiquem fora do Canadá, amigos 🇨🇦

Não é aconselhamento financeiro, mas o que está acontecendo lá no norte não está com cara boa para o cripto agora. Seja pressão regulatória, restrições bancárias, ou só “vibes” — a mensagem é clara.

Se você está construindo, negociando ou mantendo — talvez seja melhor manter suas operações em outro lugar até as coisas se acalmarem. O Canadá vem ficando cada vez mais hostil ao setor.

Observe como isso vai se desenrolar. Pode ser um “canário na mina de carvão” para outras jurisdições.

SEC approved $ZCash ETF but won't say when it launches

Weird flex but ok

Usually they drop timelines with approvals. Radio silence here feels deliberate. Either they're stalling or there's backend drama we're not seeing.

Meanwhile institutions get their privacy play ready and retail sits in the dark. Classic.