DeFi KOL || Threador🧵 ||| Exploring AI, DePIN, RWA, GameFi || Economist || Advice-Free Zone TG Channel: https://nitter.cf/t.co/b22FdKt1qJ
Joined June 2011
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The next phase for Gotchi Labs is much bigger than a single consumer app
@sleepagotchi
is the starting point for a connected Consumer AI ecosystem built around everyday life
Health & Wellness the ecosystem can expand into Shopping & Commerce Fitness & Exercise Productivity & Daily Life and eventually more consumer categories
Each category can have its own specialized AI agents and products while $CHI connects everything through access rewards and commerce
-> Different products
-> Different use cases
-> One connected Gotchi ecosystem built around real consumer utility
19.1% cash.
Second-highest reading in the series.
And somehow the obvious take is already “look at all that dry powder waiting to buy.”
Not so fast.
Glassnode’s latest Strategy Watch survey has crypto fund managers sitting at:
> 19.1% of portfolios in cash
> Nearly $1 in every $5 sitting out
> Only one reading in the series was higher
That’s pretty defensive positioning.
But cash doesn’t equal automatic future crypto demand.
Could be redemptions. Liquidity requirements. Mandates. Or managers simply deciding the current setup isn’t worth full exposure.
What stands out is the optionality.
Market rolls over?
They’re already carrying less risk.
Market firms up and they want exposure back?
They have capital available to redeploy without waiting for fresh inflows.
19.1% cash isn’t a bid.
It’s the ability to become one.
Market breadth is deteriorating fast.
Only 24.65% of S&P 500 stocks are above their 50 day moving average, down from around 70% in mid August.
Trump says both the US and China want to leave AI development exactly where it is
Or as he calls it now, “Super Intelligence”
AI was a major topic in talks with Xi, but Trump says neither side is looking to introduce new guardrails
Interesting to see the two biggest AI powers finding some common ground here
Bought a small amount of tokenized Microsoft through Warden today.
Paid in USDT on BNB Chain and received the asset on Robinhood Chain without opening a bridge once. The whole thing was done in roughly 10 seconds, with most of that being the initial approval.
Meanwhile, traditional brokers still make you think in T+1.
Try it here: tokens.wardenprotocol.org/r/…
Your broker settles in T+1. Warden Token Terminal settles in seconds, on any chain you want.
Trade tokenized stocks on tokens.wardenprotocol.org
crypto security shouldn’t have to feel complicated🙌🏽
@Tangem puts self-custody into something as simple as a card or a ring
your private keys stay on the device, you tap it to your phone via NFC, and there’s no battery, screen or cables to deal with
then Tangem Pay takes that same simple approach from storing crypto to actually using it
simple hardware. clean UX. still in control of your crypto
been testing the setup lately and this is the kind of crypto UX that just makes sense
secure it. use it. stay in control🖤
Prosper Vault TVL just crossed $100K today 📊
One thing I’ve noticed is how quickly the Curator side is starting to expand, with very different strategy types already live:
@BarkerMoneyX with carry
@EndureNet with equities
@stakemygold with gold
@ReplicationLabs with structured allocation
@evolutecaphq with AI/infra
One even more interesting part is distribution.
@DeBot_Official has already started integrating Pharos and supporting Prosper assets from day 1.
At the same time, @ProsperTicker is running the p{VAULT} Trading Challenge, a reward pool of over 100K $PROS, with more community activity around RealFi/AI.
Stepping back, the playbook feels pretty simple:
strategy → Vault → market → distribution
I think the harder part of defi vaults is getting the strategies discovered, attracting capital, and building enough attention and liquidity for a real market to form around them.
Prosper looks like they're trying to build that layer around Curators.
That’s probably what I’ll keep watching besides TVL after the initial launch phase.
the $CATE <> $ETAC flywheel is in true motion
i already received 1164 $CATE for being an $ETAC holder
remember the good old days on BSC when the token reflection meta was hot
with any launches happening on @LaunchOnSF and robinhood with stocks it finally gave a purpose again to hodl tokens
$CATE goes up > $ETAC goes up
keep holding, keep stacking $CATE is what i'm doing here
While your favorite project keeps waiting for a bullish trend to develop & deliver, the @NakamotoGames Team doesn’t stop a single day!
$NAKA already pumped x5 from the lows and the only way is up from here 🤝
Don’t miss out!
🚨 NAKAMOTO GAMES! MONDAY BUILD UPDATE!
Another week of shipping across the entire $NAKA ecosystem.
🎮 PLATFORM
✅ 3 new games added: Zombie Outpost, NAKA Revival & Crashy Chasy
✅ Shop System design completed
✅ Notification Center + API delivered
✅ Party Owner + improved Party System
🔄 Push notifications, 3D Store, Economy & IAP integration progressing
🐟 BIGGER BITE - LIVE
✅ Full API integration
✅ New fish, hazards, audio, effects & UI
🔄 Mobile optimization underway
🍭 SUGAR RUSH DEFENSE
✅ Item Shop + Wave Modifier systems
✅ Core gameplay validated & playtested
✅ Major gameplay, scoring, tower & UI fixes completed
🧟 ZOMZOM DEFENDER
✅ Core movement, health & Grid Build systems
🔄 Enemy pathfinding, animations & new gameplay prototype
⚔️ HELLSING
✅ API integration
✅ New skills, animations, VFX, UI & save-system improvements
🏺 L.O.S.T - STEAM
✅ New environments, rooms & gameplay systems
✅ Relic Quest + lobby systems
✅ Continued QA & bug fixing
🌸 NEW GAME
✅ 3 zones populated
✅ Steam Login + Skill System
✅ New Samurai animations & VFX
🔄 Items & additional game systems in development
📱 MOBILE 2.0
🔄 Full QA across Android, authentication, parties, notifications, chat & gameplay
We’re not slowing down.
More games. More infrastructure. More ways to play.
$NAKA keeps building. 🎮🔥
READY FOR UPTOBER?
September was just a trailer for Altcoins
Top Gainer : $STONK +1146%
Key Price Moves 💰
$QNT ↑386%
$NEAR ↑186%
$ARB ↑135%
$ZEC ↑73%
$UNI ↑33%
Key Fundamental Updates 🔍
$GEOD : GEO-PULSE receiver launched
$IO : Inference on OpenRouter hits 15B tokens per day
$LIT : Bitwise lists first Lighter Staking ETP (BLIT) on Xetra
$INJ : Meridian mainnet upgrade live, Canary amends staked ETF filing
$AVAX : Helicon upgrade cuts unbonding from 14 days to 48 hours
$AERO : Dromos launch locked for October 21
$HNT : 23-hospital health system offloads 145 TB a week on Helium
Market Snapshot 📊
Stablecoin Cap : $301B
Altcoin Dominance : 42%
Fear and Greed : 69
What happened in September?
👉 Fed raises rates 25bp to 3.75-4.00% on September 16, its first hike since 2023, with a hawkish 2026 dot plot.
👉 Bitcoin still rallied from the mid $70Ks toward $87K, as spot ETF inflows hit about $2.4B in a week, the strongest of 2026.
👉 CLARITY Act cloture failed 49-50 in the Senate on September 15, leaving the bill short of 60 votes over ethics and stablecoin yield fights.
👉 The Clearing House picks Quant for a tokenized deposit network aimed at 25 major U.S. banks, sending QNT up several hundred percent in a week.
👉 Capital rotated from Quant into other institutional infrastructure names such as HBAR and ALGO.
👉 Zcash NU7 passes with 99.9% support for 25 second blocks, while Grayscale's ZEC product and European ETPs add institutional rails.
👉 NEAR launches confidential trading products, then debuts Bitwise's first U.S. spot NEAR ETF on September 29.
👉 Bitget suffers 2026's largest exchange hack on September 24, with about $387M leaving hot and warm wallets, while cold wallets stayed untouched.
👉 ECB launches Pontes on September 21, letting wholesale tokenized trades settle in central bank money, with Deutsche Bank, Santander and Societe Generale among first participants.
👉 Robinhood crypto volume hits $21.9B including Bitstamp, up 21% month over month and 87% above consensus.
👉 Robinhood Chain does over $1.5B a day in DEX activity and holds about $149M of tokenized stocks, with roughly $36M in fees over the first 28 days of September.
👉 Circle's Arc mainnet opened September 16 with validators including BlackRock, Visa, Mastercard and DTCC, and 10B ARC tokens minted with no public sale committed.
👉 Arc DEX volume slides from a $131M peak on September 17 to about $41M by September 20, as meme launchpad revenue collapses to near zero.
👉 Robinhood's on-chain push scaled while Arc's launch stayed thin, with big validator names but little sticky usage after the opening spike.
$ETH is going to surprise everyone in the last quarter of the year, do you understand?
Volume is picking up nicely, we might pump straight to $3,000 very soon ⏳
Accumulate as much $ETH as you can afford.
Don’t get left behind!
@Ethereum
If you still had any doubt about trying @biggerz, Originals running at 0% house edge now 🎯
That means 100% RTP. The house doesn't take a cut
Most casinos run 95-98% RTP. They keep 2-5% of every dollar played. BiggerZ Originals keep nothing
It's a completely different setup 💰
Try it here: biggerzplay.com/jx1wb3rfa
🏛️ 0% HOUSE EDGE: APPROVED. ✅
BiggerZ Originals are now live with 100% RTP.
Zero means zero.
Live now on BiggerZ.com
One fun fact about $KAS and covenants is that Bitcoin devs have been discussing covenants since back in 2013
There was even a proposal to add them, but it never happened in the end
@kaspaunchained brought them back and launched them on Mainnet 👀
3-leg multi on @biggerz
banker is Norway over Wales. the Dutch in Greece and Austria in Ireland are where it gets real, both near 2.0
coin flip each, need both
if it works, 6x 🎯
link in the comments
DeFi Decoder retweeted
Zero entry fee, one coffee and a pastry on the house ☕
@peaq x @worldnetwork are taking over Lounge X Seongsu for @kbwofficial
Entry needs host approval, so apply early
30 Sep, 14:00–17:00 KST
In Seoul for @kbwofficial? 🇰🇷
Join @worldnetwork and peaq tomorrow in Seongsu
Details below ↓
Grinding time is eating all your gaming time?
All good, now you can train an AI mind to play for you!
That’s what @MindGames_AI is bringing!
Build a Mind, shape how it thinks, then lock it in for the season. Once the games start, it’s on its own.
Trading, sports, chess, poker… 10 seasons and $100K prize pool.
NFT holders only will get access to the seasons.
Definitely something I'd want to join, and Mint is tomorrow 👀
seeing some good motion on the @WireNetwork LCO, now up to tranche 6 with ~$250K liquidity, and about to move onto the next tranche
the $WIRE setup is pretty interesting if you believe multichain is the future, and the LCO is structured differently from a typical token sale:
> $WIRE Pre-Tokens convert 1:1 into $WIRE at TGE
> proceeds go directly toward liquidity, not team wallets
> ascending tranches mean earlier entries get lower pricing
> live on both Ethereum + Solana
> 50+ builders already contributing to the ecosystem
the bigger thesis is simple:
20,000+ tokens across 100+ chains need to work together.
Wire is trying to become the infrastructure layer that makes that possible without relying on bridges.
if they execute, $WIRE isn't just another L1 token — it's a bet on the infrastructure underneath the next phase of multichain + AI applications.
join me: hub.wire.network?grsf=grebby…
