Curated alpha Telegram & Twitter: @ahboyash
Coded
https://x.com/cz_binance/status/1971620483167838461
https://x.com/Scott_eth/status/1971261941197771155
Читать полностью…https://blog.enso.build/introducing-enso-checkout/
Читать полностью…Starknet running the TCG cards playbook like Monad and Uniswap
https://starknetaura.fun/home
https://x.com/legiondotcc/status/1971538808098127971
Читать полностью…https://x.com/sebkrier/status/1971261313025532100?s=12&t=2q9OLMlaobNlHLewOXT4uA
Читать полностью…https://deepmind.google/discover/blog/gemini-robotics-15-brings-ai-agents-into-the-physical-world/
Читать полностью…https://x.com/KaiaChain/status/1971379432221970466
Читать полностью…https://www.michaeldempsey.me/blog/2025/09/23/narrative-cycle-entry/
Читать полностью…https://open.substack.com/pub/tristero/p/what-is-create5-a-guide-to-safe-predictable
Читать полностью…https://open.substack.com/pub/castlelabs/p/loopscale-order-book-lending-on-solana
Читать полностью…https://reports.tiger-research.com/p/canton-network-most-realistic-blockchain-eng
Читать полностью…https://castlelabs.substack.com/p/core-architecture-and-positioning
Читать полностью…https://blockbandit.xyz/adventures-in-spot-market-making/
Читать полностью…https://x.com/ahboyash/status/1971560744086122506
Читать полностью…Oh, so you missed Plasma, Aster, Avnt, Stbl, Hemi, Cards, Pump, Mantle, Useless, Mantle, Grass, WLFI, Trump, GOAT, Virtuals, A16Z, Fartcoin, Pnut, Moodeng, SUI, WIF, SPX, Popcat, TAO, Ethena, IP, HYPE, XRP.
Just log off and never try again.
Pyth introduces Pyth Pro
https://www.pyth.network/blog/introducing-pyth-pro-reinventing-the-market-data-supply-chain
The amount of projects fighting / trying to TGE between now and EOY is insane
1. Layer 1/2
- Monad
- MegaETH
- Abstract
- RISE
- Anoma
- Fogo
- Canton
- Irys
- Fogo
- Katana
- Altius
- Inco
- Fhenix
- Soneium
- Pharos
2. Wallets
- Metamask
- Rabby
- Rainbow
- Privy
3. AI
- Sentient
- Sahara AI
- Mira Network
- Talus
- GTE
- GAIB
- Hyperbolic
- Crossmint
- Kite AI
- Everlyn
- Almanak
4. Perp Dex
- Lighter
- Pacifica
- edgeX
- GRVT
- Ostium
- GTE
- Ranger Finance
- Variational
5. Prediction Markets
- Polymarket
- Kalshi
- Limitless
6. Infra
- Symbiotic
- Karak
- Paxos Labs
- Enso
- Zama
- Conduit
- Double Zero
- Brevis
- Cysic
- Optimum
- Aligned Layer
- Espresso
7. Stablecoins
- Stable
- Falcon Finance
- USD AI
- Codex
- Cap Money
- Perena
- Yala
8. Bitcoin Network
- Arch network
- Citrea
- Build on Bitcoin (BOB)
- Mezo
- Botanix
9. Consumer Apps
- PuffPaw
- Noise
- Ethos
10, NFT
- Opensea
- Moonbirds
11. DeFi
- Infrared Finance
- Hyperlend
- Kuru
- aPriori
- Doppler Finance
- Neutrl Labs
- Kintsu
12. Robotics
- Openmind
- PrismaX
- Reborn
- XMAQUINA
Questions
a) Who is going to bid them?
b) How can the market support these valuations when there is no new inflow of capital + outflow of capital into DATs?
The business model of rollups
https://review.stanfordblockchain.xyz/p/75-the-business-model-of-rollups
https://open.substack.com/pub/alearesearch/p/usdai-ai-hardware-financing-for-the
Читать полностью…https://open.substack.com/pub/nemesisglobal/p/brand-analysis-h-is-for-harvey
Читать полностью…https://0xmaxg.substack.com/p/tokenholder-alignment-in-all-chaos
Читать полностью…