OurCryptoTalk

$NEAR Intents TVL moved over 2X in September
The entire ecosystem is growing and you cannot miss out.
DEXs · Wallets · Payments · Lending · Interop
NEAR Intents ft. $RHEA $ONDO $HOT $ZRO $COW and more..
🟠 DEXs & Swap Aggregators
(One-click cross-chain execution across dozens of venues)
InstaSwap
→ Privacy-first cross-chain DEX
→ Swaps, perps, spot and payments across 66+ chains
SimpleSwap
→ Multi-source swap aggregator for cross-chain exchanges
THORSwap
→ OG Bitcoin multi-chain DEX founded in 2021
→ Powered by Intents alongside its own routing
Perpmate
→ Onchain perp DEX for BTC, ETH, stocks

Tokenized RWAs are now an $8.3B market on-chain, and most people assume tokenized stocks are the thing driving it.
The live data says otherwise. Gold alone holds about 62% of all tokenized RWA value, while stocks are quietly doing most of the actual trading.
👉 What this page actually tracks
CoinGecko's RWA Charts page tracks tokenized versions of real-world assets like gold, stocks and ETFs that live on-chain.
You can look at three things: tokenized market cap, trading volume and the number of tokens. Each one can be split by asset type or by issuer, the platforms putting these assets on-chai

PONS Revenue is down 90% 🔴
Is it game over for Robinhood?
Daily Revenue for Launchpads :
$PONS : Printing new lows
$STONK : consistent in September
$PUMP : Regaining dominance
In early September the Robinhood Chain launchpad was earning close to $2M a day and had just flipped Pump
Today that number sits around $240K a day, while STONK and PUMP on Solana are still printing.
What the revenue chart actually shows
Blockworks data shows Pons climbing from about $100K a day in late August to nearly $2M by September 5, when it made up roughly two thirds of the revenue across the three launchpads.
Fr

A year ago, the only crypto ETFs in the U.S. were Bitcoin and Ethereum.
Today you can buy SOL, XRP, HYPE, LINK, ZEC and a dozen more through a regular brokerage account.
And there are more like NEAR, TAO etc with pending ETFs. ⏱️
✦ Why this matters
ETFs don't just add "another way to buy."
They open the door to money that could never touch a crypto exchange:
Retirement accounts
Wealth managers and advisors
Institutions with strict custody rules
For altcoins, that's a new buyer base that didn't exist before 2025.
✦ The first wave: Solana and XRP
Solana went first (around Oct 2025), and it went

Pick one from each narrative.
𝙎𝙪𝙗 100𝙈 𝙂𝙚𝙢𝙨 💎
RWA: $CFG / $RE / $CPOOL
DeFi: $KMNO / $INDEX / $FOLKS
DeAI: $SERV / $DOT / $CODEC
L1: $PROS / $NOCK / $CKB
DePIN: $ACU / $IO / $AUKI
Privacy: $ROSE / $CCD / $DUSK
Not on the list? Name yours and say why.

THIS ALTSEASON IS EVEN BIGGER 🚀
2022 was for accumulation and sideways action.
In 2026, Alts feel like they are on steroids.
$ONDO above $0.50
$NEAR around $5
$QNT in 3 digits
$TAO above $300
$LINK closer to $15
These are not accumulation prices but bull run numbers.
Total 3 in 2022 was sideways but in 2026 we have seen 2 biggest green months for Altcoins since 2021
That's different but even more bullish for long term.
In 2022, altcoins bled 70% and then spent a full year going sideways before anything moved.
In 2026, they dropped around 40%, bottomed in June, and are already up nearly 30% fr

$1000 in $HYPE on 1st Jan would be $3629 today 🤯
The same $1000 in $SEI would be $676.
We've seen a mini-bull month since 20th August but a majority of tokens are still below their 1st January values.
Here's how much $1000 invested in different tokens be 👇

6.18B AI tokens processed in one week.
~$7M market cap.
~12% of $DOT supply reportedly burned.
@usedotai is a privacy-first AI platform on Base with a live product, growing usage and a token tied directly to platform activity.
Here’s what I found👇
𝟔.𝟏𝟖𝐁 𝐭𝐨𝐤𝐞𝐧𝐬 𝐢𝐧 𝟕 𝐝𝐚𝐲𝐬:
Dot processed 6.18B tokens over the last week, roughly 34% of its entire lifetime volume.
Over the last two weeks, that number reached 7.71B tokens, or around 51% of all-time usage.
Weekly throughput also increased from roughly 520M tokens to ~3.86B.
The usage is coming from a product that covers chat, code,

$ZEC has pumped again today and reached $1610 today.
In one year, its gone from $45 to $1610, sparking a massive privacy season.
These are the privacy projects you should have on your radar in 2026:
✦ Private Payments:
$ZEC | $DASH | $ZANO | $XMR | $FIRO | $ARRR
✦ Privacy Defi & Network Layer:
$ANYONE | $RAIL | $TORN | $NYM | $HOPR | $SESH
✦ Privacy L1s:
$BDX | $ZEN | $NIGHT | $ROSE | $COTI | $XAN
✦ Confidential Compute:
$ZAMA | $ARX | $NIL | $RLC | $ARPA | $ZKP
Did we miss any? Should we research on any other? Drop the ticker below 👇

These are 12 sub $100M crypto projects that we are very closely watching:
> $NOCK (Nockchain) : ZK Proof-of-Work L1, fair-launched "sound money" for verifiable compute, no premine, no VCs. ~$50M
> $PEAQ : DePIN and machine-economy L1 for robots, vehicles and IoT devices, plus machine RWAs. ~$85M
> $CFG (Centrifuge) : onchain private credit and RWA tokenization (tokenized treasuries and credit funds). ~$100M (see note below)
> $DUSK : compliance-first L1 built for regulated securities and RWAs in Europe (MiCA, MiFID II). ~$85M
> $CARDS (Collector Crypt) : vault-backed, tokenized graded trading

🔴 $AVAX Ecosystem Bubblemap
DeFi · Gaming · RWA · Infra · Interop
Avalanche ft. $JOE $AAVE $GMX $BEAM $ZRO and more..
🟠 DeFi
(Trading, lending, liquid staking, yield)
LFJ / Trader Joe ( $JOE )
→ Liquidity Book concentrated liquidity DEX
→ Main on-chain trading venue on C-Chain
→ Lending + yield products built in
BENQI ( $QI )
→ Lending/borrowing money market
→ Liquid staking via sAVAX
→ Keeps AVAX liquid while earning yield
Aave ( $AAVE )
→ Blue-chip lending on Avalanche C-Chain
→ Deposits, borrowing, flash loans
→ RWA-oriented liquidity hubs in later versions
GMX ( $GMX )
→ Decentralized pe

$TAO just ripped ~20% in a day to reclaim $315, top performer on the board.
So the question in every timeline right now: is this the run to $1000?
Let me answer it honestly, then show you why it's even a real question.
The setup in one line:
➠ In April 2024 the market paid ~$760 for TAO, back when Bittensor was a promising idea about decentralised AI with a thin, hard-to-explain ecosystem.
➠ Today it's ~$315, but the network runs a live subnet economy doing real AI revenue, just completed its first Bitcoin-style halving, and has a spot ETF sitting at the SEC.
✦ The $1000 question, no spin
I'm

ALTCOINS WILL EXPLODE NOW 🚀
And this is just the start of Altseason
$NEAR towards $5
$TAO towards $300
$SUI above $1
$LINK with higher lows
$AVAX breaking $10 curse
This happened when ETH vs BTC is printing a red weekly candle 😆
Upside here shows 2X growth for this chart.
Even after a red week, the bigger weekly structure still looks bullish. ETH/BTC bottomed around the 0.026 area in July, broke out of the long downtrend that had controlled the pair for months, and has since pushed above 0.032.
That tells us Ethereum is slowly starting to gain strength against Bitcoin, not just rise because

Which projects earned the most when the market pumped?
Highest revenue projects that have a token since 20th August 👇
1 - Hyperliquid
2 - Pump Fun
3 - Canton
4 - Pons
5 - Tron
6 - Uniswap
7 - Aerodrome
8 - Sky
9 - Stonk
10 - World Liberty Finance
11 - Collector Crypt
12 - Pancakeswap
13 - Jupiter
14 - Raydium
15 - Aave
Key Observations :
➠ There are 6 projects that make money when onchain volume increases, so DeFi/Dex projects did well.
➠ There are 3 launchpads, what $PONS and $STONK did this month, everyone knows.
➠ Tron always makes money 🤷