OurCryptoTalk

$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 🤷

After Fed Rate Hikes
STOCKS ❌
BITCOIN ✅
ALTCOINS ✅
This is how bull markets behave.
$NEAR around $3.5
$ZEC around ATH
$GEOD over 50%
$ARB around $1.5B
$PUMP flipping $2B
But Why Crypto is beating Stocks?
Stocks are still leaning on retail, and retail panics on every wobble. That's why the chart above shows equities getting rekt this month while BTC and alts held the line and started climbing again.
The difference isn't the macro backdrop. It's who's actually positioned.
→ Stocks: retail-heavy, jumpy, exits first on any rate or growth scare
→ Bitcoin: degens who've been through 3+ cycles, not f

FED JUST HIKED FOR THE FIRST TIME SINCE JULY 2023.
• +25 bps → 3.75%-4%
• Vote: 12-0
• 12/18 see 1 more hike
• 4/18 see 2 more
• 2/18 see none
• 2026 PCE: 3.7%, core 3.4%
• End-2026/27 median: 4.1%
• 2028: 3.9%
• Long run: 3.2%
Here is what actually matters.
👉 THIS IS NOT JUST ONE 25 BPS HIKE
The bigger signal is that the Fed has moved from holding rates to actively tightening again. Inflation has stayed stubborn enough that policymakers are willing to make money more expensive even with rates already restrictive.
And with 16 of 18 officials expecting at least one more hike this year, the mes

Are you a happy holder today or a sad one?
Happy Holders:
$AKE DO
$LISK
$ARB
$STEEM
$FF
Sad Holders:
$STONK
$NPC
$INJ
$TEL
$HNT
and others Michael Scott tells here 👇

Launchpads on @arc have absolutely smashed it in the first 24hrs of the Arc mainnet.
$ARGUS => $2.3M to $33M ✅
$TOLLY => $1.3M to $24M ✅
$WARP => 400k to $1M ✅
Can any one of them become the next $PONS though? 🤔

The gap in revenue earned between projects is just increasing every single day. 📊
On one hand, $HYPE and $PUMP earned $3M and $5M in fees.
While $ALGO and $SEI earned just $12 and $35.
Does this affect their price action when the bull market returns? 🤔