12806
Curated alpha Telegram & Twitter: @ahboyash
https://x.com/sebkrier/status/1971261313025532100?s=12&t=2q9OLMlaobNlHLewOXT4uA
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https://deepmind.google/discover/blog/gemini-robotics-15-brings-ai-agents-into-the-physical-world/
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https://x.com/KaiaChain/status/1971379432221970466
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https://www.michaeldempsey.me/blog/2025/09/23/narrative-cycle-entry/
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https://open.substack.com/pub/tristero/p/what-is-create5-a-guide-to-safe-predictable
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https://open.substack.com/pub/castlelabs/p/loopscale-order-book-lending-on-solana
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https://reports.tiger-research.com/p/canton-network-most-realistic-blockchain-eng
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https://www.decentralised.co/p/what-do-we-do
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https://www.wsj.com/finance/regulation/sec-crypto-treasury-deal-trading-21d631ae?mod=hp_lead_pos5
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https://open.substack.com/pub/decentralisedco/p/what-do-we-do
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https://x.com/JupiterExchange/status/1971234069771059210
Nice updates: https://jup.ag/updates
Cloudfare’s Stablecoin
https://netdollar.cloudflare.com/
https://piquant-firewall-887.notion.site/theiamentalmodels?v=2554dc558eca8057968b000c00a1960b
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https://flowdesk.co/updates/blogs/67215e228e4bf46d9bd3f249/
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Top kekk
Don't get farmed
https://x.com/BSUniverse_OFCL/status/1971163951141630136
https://x.com/pinkfong/status/1971140422878797983?s=46&t=2q9OLMlaobNlHLewOXT4uA
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
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https://open.substack.com/pub/nemesisglobal/p/brand-analysis-h-is-for-harvey
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https://0xmaxg.substack.com/p/tokenholder-alignment-in-all-chaos
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https://x.com/crypto_hades/status/1971249241432744104?s=12&t=2q9OLMlaobNlHLewOXT4uA
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https://x.com/aori_io/status/1971228578583892075
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https://vietnamnet.vn/en/vietnam-eyes-binance-for-digital-asset-hub-in-da-nang-2446126.html
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https://castlelabs.substack.com/p/on-rwas-and-institutional-grade-assets
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https://www.shoal.gg/p/global-rails-for-the-future-of-money
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https://investors.sharplink.com/sec-registered-equity-on-ethereum-sharplink-superstate-tokenize-sbet/
Put on-chain token > into stock > tokenised that stock and put it back on-chain xD