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NGL , I feel bad for $ADA investors.
Back in 2021, Cardano used to be cutting edge. It was top of the line and something I personally had super high hopes from.
Today Charles Hoskinson said they have achieved whatever they set out to achieve. Kudos to you guys if this was the goal.
But knowing some of my friends who are $ADA believers from a long time, this was not the goal.
They've seen ADA go from a $100B asset to a $6B asset today and heart to hand, we all know its not going to stay in the top 20 when we see another wave of bull.
Newer projects came and kept knocking Cardano one place at a
ADA-1.48%
A new layer1 asset $PROX just got listed on @safetrade .
The project is a highly decentralized layer 1 with this vision -
"Code is law.
Law is math.
Constraints are consensus.
Decentralization is write access.
Digital gold needs nothing less."
At its core, Proxima re-centers the ledger around writers rather than operators: every user extends the DAG directly.
Check it out here:
Caution: This is a highly highly experimental project with chances of a reset too. Please do extreme research in this case.
DAG-1.98%
We asked Claude Fable to act as our crypto manager for 2 years with $100,000.
A real plan with numbers, dates and exit rules.
We didn't expect this regarding Altcoins.
$CCD is powering an identity layer for the agentic economy.
>5,040 verified AI agents registered.
>738,000+ agent-related transactions.
Six platforms already checking the registry.
Yet Concordium still sits below a $50M market cap.
@Concordium connects every registered agent to a verified human or business owner, while zero-knowledge proofs keep that identity private.
✤ 𝐈𝐝𝐞𝐧𝐭𝐢𝐭𝐲 𝐢𝐬 𝐛𝐮𝐢𝐥𝐭 𝐢𝐧𝐭𝐨 𝐭𝐡𝐞 𝐛𝐥𝐨𝐜𝐤𝐜𝐡𝐚𝐢𝐧:
Concordium is a public Proof-of-Stake Layer 1 launched in June 2021.
Its main differentiator is protocol-level identity verification.
Unlike most blockchain
CCD-2.76%
XDC-0.89%
4 years ago today, FTX filed for bankruptcy.
Bitcoin was trading near $15,500.
$SOL was under $20
$ETH was under $1.5k
$LINK was under $5
$FET was under $0.06
$NEAR was $1.5
The timeline was full of people saying crypto was finished and it was all over.
Today Bitcoin sits around $74,000 and the same phrase is back on everyone’s feed.
That’s almost 5x from the FTX bottom, but the mood feels just as heavy.
👉 Why every dip feels like the end?
In November 2022, one of the biggest exchanges in the world had collapsed and billions in customer funds were gone. BTC was down about 77% from its high, s
BTC-0.67%
SOL-0.77%
ETH-1.26%
FET-1.52%
  • 2
I just want to give you all (and myself hope) today.
I think we need it and we deserve it. 😅
In the last bear → bull:
$SOL : $8.14 → $294
$RAY : $0.134 → $8.63
$NEAR : $0.972 → $8.98
$INJ : $1.13 → $52.87
$UNI : $3.38 → $19.38
$AAVE : $49.21 → $399.19
We are a much more mature ecosystem now, the lows have not been as brutal as we saw in the last bear and we have seen the same cycle play out again and again.
What we recovered from in the previous bears:
- Covid Crash
- FTX Crash
- Yen carrry unwind
- Terra Luna Crash
I don't think there's been an event more bearish than the FTX + Midterms drop
post-image
SOL-0.77%
RAY-0.66%
INJ-1.67%
UNI+3.05%
AAVE-1.22%
These 5 chains hold more than 80% of all onchain RWA value.
✦ Ethereum ($14.2B, 41%) - BlackRock BUIDL, Ondo USDY, Tether Gold, Paxos Gold
✦ BSC ($6.1B, 18%) - Circle USYC, BlackRock BUIDL, Ondo Global Markets, xStocks
✦ Stellar ($3.9B, 11%) - Spiko, Franklin Templeton BENJI, Tradable, Realiz, Ondo
✦ Solana ($2.6B, 7%) - BlackRock BUIDL, Circle USYC, Hastra PRIME, xStocks, Ondo Global Markets
✦ ZKsync Era ($1.2B, 3.5%) - Tradable (private credit)
RWA-0.39%
ETH-1.26%
ONDO-0.29%
USDY+0.02%
XAUT+0.30%
API Key Sharing and Claude Fable 5.2 are now live on @Crynux AS 🚀
If you build with AI, you already know the pain: separate accounts, SDKs and billing for OpenAI, Anthropic, Google and every open source model you want to try. It slows development and makes the end product worse.
Crynux AS fixes that with one unified layer.
🔹 One API, all models
• A single OpenAI-compatible API for the latest models from OpenAI, Anthropic and Google, plus open source models from Hugging Face
• LLMs and image models both supported
• Anthropic's newest model, Claude Fable 5.2, is already available
• Roughly 80%
post-image
Watch These Altcoins This Week 👀
> $AVAX :NYSE adoption
> $RENDER : RNP 024 voting
> $AAVE : DAO vote
> $FRAC : Admission to trading / TGE
> $AKT : Migration to Solana begins
> $HBAR : Digital Asset Summit sponsor
> $ALLO : First major insider cliff
> @Enter_Elysium : Mainnet launch
Key Macro Events :
November 10: US October CPI
November 13: US October PPI
Which Alts are you watching closely?
👇
AVAX-0.10%
RENDER+0.47%
AAVE-1.22%
AKT-0.10%
SOL-0.77%
Don’t Be Jensen Huang: The Weekend That Moved $1B in Crypto with $NVDA
Now we have :
$BTC : Under $75k
$ETH : Tocuhed $2,200
$SOL : Under $90
$LINK : Just around $11
$NEAR : Under $3.5
$TAO : Weak above $200
Here is how this happened?
Friday
→ NVDA closes at $186.64 as the world’s largest company
→ Markets head into the weekend with no sign of trouble
Sunday afternoon
→ Nvidia’s board announces an independent investigation led by independent directors and outside counsel
→ The probe follows reports that Huang was the target of a foreign intelligence effort
Sunday, hours later
→ Huang emails em
NVDA-1.92%
BTC-0.65%
ETH-1.23%
SOL-0.77%
TAO+0.41%
Two years. Three “Solana killers.” How have they performed?
$SOL −60%
$SUI −78%
$SEI −92%
$APT −95%
Being honest, my issue is mostly with $SEI and $APT. Yes, everything has bled - alts have had a brutal two years but there’s a difference between being down and losing the plot.
$APT is down 95%. That isn’t a drawdown. I remember it being $18-$19 in 2024.
Top-tier VC backing, the ex-Meta Move pedigree, endless “institutional chain” partnerships, and still nothing. Even its best performing projects are moving to other chains (one of our friends did!)
Meanwhile there are unlocks every month to abs
SOL-0.77%
SUI-1.05%
SEI-1.58%
APT-1.51%
WHICH ALTCOINS ARE YOU BUYING?
These Altcoins are holding above their August lows
And now another leg is about to load from here.
$INJ | Buy above $8 S/R level
$NEAR | Falling wedge potential breakout
$SUI | Higher lows and falling wedge
$ZEC | Sideways support after accumulation
All four coins pulled back from their October highs, but each one still sits on a rising trendline from September. Buyers keep defending higher prices, and that is what keeps these setups alive.
👉 $INJ | @injective
→ Price is trading around $8.18 and pressing into the $8 zone that rejected it before.
→ The rising tre
post-image
INJ-1.67%
SUI-1.05%
ZEC+1.16%
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$AERO | @aerodromefi VS $UNI | @Uniswap
Aerodrome and Velodrome just finished merging into one token, Aero, with the Coinbase migration running Nov 2 to 4.
Can they now be the biggest competitor to Uniswap in the space?
AERO: Up 50.5% YTD 🟢
UNI: Up 20% YTD 🟢
Both tokens have given positive returns in 2026.
Market cap:
$UNI: ~$4.4B
$AERO: ~$470M
A ~9x gap. But Uniswap doesn't pay its holders 9x more.
We ran the numbers 👇
1️⃣ What you're actually buying
Uniswap is the biggest DEX in crypto. 40+ chains, the deepest liquidity, and the longest track record in DeFi.
=> You're buying the index of
AERO-2.98%
UNI+3.05%
ETH-1.26%
OP-1.33%
If you’re bullish on an ecosystem, its #1 DEX token should be your first pick.
The #1 DEX on each major chain:
Ethereum: $UNI
Base: $AERO
Solana: $RAY
Hyperliquid: $HYPE
BNB Chain: $CAKE
Optimism: $VELO
Sui: $CETUS
Arbitrum: $UNI
Robinhood Chain: $UNI
Tron: $SUN
We’ve always been big fans of UNI.
Partly because the products are great, but mostly because we know that if ETH season or ARB season or now even
Robinhood season shows up, UNI is positioned to pump.
The same goes for RAY, CAKE or any other chain’s leading DEX.
Bull market → more traders → more volume → more revenue for the DEX → token
Bitcoin is sitting near $76k
Altcoins are even worse :
$NEAR under $4
$ONDO under $0.40
$ICP under $2.5
$TAO under $230
$SOL under $100
I am not worried about it
Because 2022 showed us how the market behaves after a bottom and the first big rally.
The 2026 chart is lining up with that year almost level for level.
👉 Both Rallies Were Almost The Same Size
After the $16.4k low in 2022, Bitcoin ran about 53% to a local top near $25.2k. After the $57.8k low this year, it ran about 51% to $87.3k.
In 2022 the pullback from that top to the golden pocket was around 22%. A move to $68k now would be the
Will $RAY | @Raydium cross $3B market cap this time? 👀
Raydium has done this before:
✅ $1.2B → $55M
✅ $55M → $2.5B
This cycle it bottomed at $150M.
The setup in one line:
➠ Raydium is now Solana’s main venue for trading tokenized stocks, revenue grew 264% last quarter, and it has already spent $204M buying back its own token.
➠ The market values all of that at ~$460M.
✦ The revenue is coming back, fast
Quarterly net revenue:
Q1 2026: $6.10M
Q2 2026: $2.19M
Q3 2026: $7.99M
September alone did $6.06M, Raydium’s best month in a year. Annualize September and you get a ~$73M run rate.
Q3 buybacks:
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