Zzullerr

I Found Why $BTC Is Leading Mindshare 👀

I went to the $KAITO mindshare arena for crypto and found BTC is currently holding 16% of total market mindshare, which means more people are posting about it right now than pretty much any other point I can remember.

That's obviously tied to the price jump we just had, going from 63k all the way to 75k plus, one of the biggest leaps we've seen in a while.

Kaito found that mindshare shift for me, and on top of it, I found the top crypto KOLs actually holding mindshare around BTC right now too.

When a move like that happens on the chart, it's honestly worth following the accounts actually behind it instead of just watching the price alone or being sidelined.

You can find the conversations and help make a decision on what direction you think price is going based on these creators.

Worth checking Kaito Pro daily just for this, since it shows you which tokens, including smaller tokens and hidden gems, are gaining mindshare, and that's basically how you actually join the conversation before it's obvious to everyone else.

#Altcoin Season# #BTC Price Analysis#

$HYPE around $83 still looks bullish to me: $90 first, $100–110 next, and if $BTC goes from ~$78.7K to $100K, I’d have HYPE somewhere around $115–125. BTC needs roughly 27% from here. HYPE doing 40–50% during the same risk-on move wouldn’t surprise me, but I need $78–80 to keep holding. Lose that cleanly and I’m much less interested. $86.7 is the level I’m watching now. Clear the recent ATH and I think $90 gets tested pretty quickly. I’m trading the setup on MEXC, where HYPEUSDT perps are already live. MEXC is also running its Infinity Arena futures competition through September 15. The prize pool starts at 1M USDT and can grow as high as 10M USDT depending on participation. And there’s another up-to-$200K campaign with Kaito Studio around MEXC stock education and referrals. So yeah, plenty happening there right now. For HYPE though, my chart stays simple: hold $78–80, break $86.7, then I’m looking at triple digits. #Macro Insights# #BTC Price Analysis#

This Way Of Hiding Data Actually Scales 🔐 There are two serious ways to keep data secret on a blockchain and they work nothing alike. The first is full encryption, and $ZAMA does the math directly on encrypted data without unlocking it, then hands a decryption key to an approved auditor when one has to look. The second is proof, where you never reveal the data at all and instead prove the one thing somebody needs to know about it. That difference decides everything, because handing over a key means your data still exists somewhere readable. $ZEC pioneered the proof side years ago, and it applies that only to payments rather than to anything else you might need to show. So the proof approach already works, it has just never been something you could build on. Midnight takes that approach and makes it programmable, letting a developer pick what gets proven while the data underneath is never revealed to anyone, including whoever is checking. Both designs are real work by serious teams, and I do not think either one disappears. But the one that wins for regulated money will be the one where a leak later is impossible rather than unlikely. #Privacy #ZK

2 weeks ago $SOL got 86% of the way to a halt this morning and it barely registered anywhere. 28.83% of staked SOL went delinquent. Finality stops at 33.34%. Marinade FInanceadded up the rewards lost across all 90 affected validators. 333 SOL. #Altcoin Season#

Memecoins And Stocks Will Break The Market 🧠 $ANSEM is the meta example of how culture can become liquid. $ZORA is pushing that idea further by letting culture choose what it trades against. Most memecoins operate inside a closed loop. Attention drives price, price attracts more attention, and the cycle weakens when the internet moves on. Memestonks introduce a different structure. Pairing a meme against a tokenized stock gives the cultural asset a direct economic relationship with capital outside itself. That relationship does not guarantee a floor, yield, or successful market. It creates a new trade whose behavior can be influenced by both sides of the pair. Zora makes these combinations available through Custom Pairs on Robinhood Chain, Solana, and Base. Creators choose the paired asset, and more than 2,000 new pairs have already been created. Solana launches are now free, with the first trade activating the coin. I’m less interested in the word “memestonk” than the primitive underneath it. Culture can now form markets with assets it could never touch before. Memes are becoming both cultural symbols and programmable market structures. That is the RWA development I’m watching most closely. #RWA #Meme Alpha#

BREAKING: $SOL DISINFLATION PROPOSAL PASSES, FLIPPED IN THE LAST 5 MINUTES BEFORE END OF VOTE 66.7% NEEDED 67% FOR INSANE LAST FEW MINUTES, SOL IS READY TO FLY #Altcoin Season#

nikita bier is now giving career advice for $7500 for 30 mins sesson There´s rumours associating to him taking a leadership role at $SOL

The Best Training Data Never Gets Used 🧠 Hospital records, trading history and company internals would make any model sharper, and none of it goes anywhere near one. Models get whatever people are willing to hand over, which at consumer scale is plenty, and $VVV serves around 3.5 million people across more than 200 open models at roughly 2 million calls a day. But the other kind never moves, because sending a file to a model means whoever runs the model ends up holding it. That holds however the compute is arranged, and work routed through $RENDER lands on rented capacity where the operator can read the job the moment it arrives. Arcium changes what gets sent, breaking any input into fragments spread across a cluster of nodes and handing back only the answer. The owner keeps the file and still gets the computation, which is the trade every regulated industry has been waiting on. Confidential computation has run on Arcium's Mainnet Alpha since February 2026, and Blackthorn, its dedicated AI protocol, is still to come. AI is running out of public text to train on, and Arcium is the reason the locked-up stock does not have to stay locked. #Altcoin Season# #AI

what happened to $CYBERLEEK ☠️

$JUP
has had a great past week

> 2-4x more revenue compared to previous weeks
> doubled the perps volume
> over 70% dex volume
> Number 3 in most fees generated
> almost 160M JUP bought back

Need to keep this pace up, these numbers will skyrocket in the coming bull market

NEW: $XPL just unveiled a new black mode for their interface Want a new account? Register with the code DZULER #Altcoin Season#

A $SOL trader made 400k trading memecoins This is his bank acocunt still remember, it’s not real until it’s real #Altcoin Season#

這件事發生在 $PUMP 今天 Kylie Jenner 今天推出了一個迷因幣？ 我想知道結果如何。 #Altcoin Season#

逆天而行：$BTC 正試圖突破 80k。RSI 在 4H K 線中達到 94，應該能說明一些事情。幾乎所有做空都已被清算。這是牛市的開始嗎？還是我們在下探之前的最後一次反彈？ #Altcoin Season#

為什麼 WisdomTree 需要這個？🤔 WisdomTree 管理 1800 億美元的資產，並且有長達二十年的穩健記錄。 以這樣規模的公司而言，如果它想，幾乎什麼都能在內部自行打造。 但它選擇引入 Theoriq 作為設計夥伴——正是為了那個最難仿造的部分：把一檔受監管的代幣化基金轉化為可產生效益的擔保品，同時不違反那些讓它仍保持受監管地位的規則。 這就是我看到的關鍵線索。 將資產代幣化並把它放到鏈上，從來都不是實際的瓶頸；早就有不少公司完成了這一步。 $ONDO 證明：代幣化的美國國債確實能吸引到真正的規模，鏈上有數十億美元在運作，賺取基礎利率。 但要把同一筆持有資產轉化成信用市場真正能用的東西——並且一路上強制執行風險限制——這是完全不同的能力。 Theoriq 已經先在自家帳上證明了這項能力：以 $XAUt 計價的黃金擔保品被投入運作，而不是閒置。 像 WisdomTree 這種規模的公司，為了這個特定任務選擇合作夥伴，所說明的困難程度，遠比任何簡報都更直接。 #Altcoin Season# #RWA

Alpha $SCRT Labs 已宣布將於 2026 年 9 月 1 日終止對基於 Cosmos 的 Secret L1 提供支援（在寬鬆許可證下釋出程式碼），並透過快照提出將 $SCRT 遷移至 Arbitrum 上的 ERC-20。社群的反向提案（在相當大程度上由 Lisa Loud / Secret Network Foundation 領導）拒絕了這一路徑。 #Altcoin Season#

排行榜我盯著呢 👀 最 $ETH 或甚至 $HYPE 的選擇權交易者很少會因為他們的活動而得到回饋，但在 Aevo 情況正在變大。根據我讀到的內容，Aevo 早些時候宣布的 808,800 預計 USDC 年底分配並不只是給永續合約交易者用。選擇權的成交量也會計入資格門檻。我原本以為排行榜是別人的遊戲，但不是。上週我查看了第 3 分頁，發現我預估的份額已經在從我沒在追蹤的選擇權活動中累積。這個窗口從 1 月 1 日開始就一直開著，現在仍然開。每 7 天，活躍交易者會在此基礎上再分到 100 萬 AEVO 的一份。交易費的 USDC 現金回饋也會在同一個 epoch 結束時入帳。這才叫值得 🔥 #Altcoin Season#

連接 Meme 與 RWA 市場 🧠 我一直在觀察 $PENGU 如何把互聯網原生的 IP 轉化成一種代幣，並且背後有真正的品牌授權重量，證明光靠文化也能承載相當可觀的市場價值。$ONDO 也做了類似的事情，將代幣化的現實世界資產（RWA）帶入市場，顯示它們能吸收真正的成交量，且不會犧牲加密原生的流動性。兩種不同的論點、都能運作，而直到現在，它們仍完全彼此隔絕。每張圖表都還各自活在自己的孤島裡。Meme 代幣只會對交易其他 meme 代幣；代幣化股票也只會跟其他代幣化資產交易。從來就沒有一個市場，讓文化時刻與既有的股票資產真正共享同一個交易對。Zora 正在恰到好處的時機，於其平台推出一個新的新增功能——新的自訂交易對（custom pairs）功能，今天就會上線。現在，任何 meme、股票或創作者幣，都可以與另一種資產配對，並可在三個網路上即時完成：Base、Robinhood 和 Solana。這是第一次在同一個產品中，將 meme 文化與代幣化股票視為同一個資產類別。這也意味著，創作者不再被「當週哪條鏈流動性最多」這件事所框定。這會擴大誰能真正有機會爭取到早期的關注。我會持續觀察哪些交易對最先吸引到成交量，因為那通常是最清晰的早期真正信念訊號。新市場結構的早期創作者，往往就是最後會定義它的人。這很有潛力直接爆發。#Meme Alpha# #Altcoin Season#

AI最大的機會尚未被發現 🟢 $RENDER 是一個證明，說明我們現在還處於早期階段：大多數人把它當成渲染網路（rendering network），但真正推動它、正在帶來需求的，是 AI 運算（AI compute）。在網路首次推出時，這個用例幾乎還不存在於現有形式。 $KAITO 在資料端也遇到了同樣的模式：它一開始是用來衡量加密（crypto）的市場關注度（mindshare），而後不斷發現新的用例——這些用例在第一天（啟動之初）都沒有人預料到。 現在它同時追蹤股票與 AI 敘事（AI narratives）以及加密，透過 Studio 將創作者與品牌配對，透過 Katalyst 進行分潤（付款/結算），並且使用官方資料存取（official data access）來自 X——這是這個領域中多數競爭者仍然尚未具備的。 這些都不是在第一天（啟動之初）就被規劃好的。當一支團隊持續建設、而不是在第一個版本運作之後就立刻把路線圖（roadmap）凍結下來，事情就會朝這樣的方向發展。我認為，AI 本身仍然處於這個階段。那些尚未被發現的機會，通常比大家已經在爭論的機會更大。 #Altcoin Season# #Macro Insights#

積分正在累積，但還沒有發行代幣現身 👀 我看過很多積分計畫最後變成遊戲裡最大的空投之一，而且往往早在任何人真正知道自己在賺什麼之前就已經開始了。$JUP 和 $ETHFI 都採用了同樣的設定：在最終代幣仍完全未定義的期間，追蹤真實的交易活動。等到任一個空投真的落地時，最早進場的交易者早就已經坐擁最大的分配份額。沒有人需要代幣代號才能開始拿分；他們只需要已經在做積分所衡量的那件事。多數人通常是在事後才意識到這點——通常是在自己錯過之後。可我不覺得這次會一樣。pools.fun，這是由在 Robinhood Chain 上的 Bankr 和 SushiSwap 團隊推出的全新啟動平台，已經在執行同一套策略，而 <0xdeployer> 已在 X 上確認。整個模型，包括費用拆分與積分系統，都是專為迷因與文化幣打造的，而不是用來上藍籌清單。SushiSwap 正在把積分系統直接內建到平台中，除了追蹤交易者自身的交易量，也會追蹤他們在平台上部署的任何代幣的交易量。現在還沒有現行代幣、沒有代幣代號、也沒有什麼可交易的。這部分沒有改變。已經開始的是「累積」。• 從第 1 天起，每一筆交易費用的 30% 會在鏈上累積，作為未來分配的依據，而該分配會與同一段活動綁定 • 積分會同時追蹤交易者自己的交易量，以及他們在平台上部署的任何代幣的交易量 • 在平台甚至還沒有正式上線之前就找到合約的交易者，僅在最初幾小時就已經推動超過 1,000 萬美元的交易量 所以講清楚一點，我不是在追逐某個永遠不會存在的想像型代幣代號。我只是確保：我的活動在「需要時／一旦發生」就會被算進去。#Meme Alpha# #DeFi