0xstat🔊

> @megaeth and @arc started strong, but their app revenue kept declining @RobinhoodCrypto dipped, then bounced back which path will @Enter_Elysium take?

Project Spotlight: @Paymentscan made me look beyond cashback. When I look at a crypto card, I want to know whether people are actually spending with it and how that activity changes over time. Paymentscan is an analytics platform for stablecoin payments, with a detailed focus on card programs such as RedotPay, ether.fi, KAST and Plasma One. What you can explore: - spending and top-up volumes, transaction counts and active addresses. - activity by card program, issuer, blockchain, settlement currency and payment network. - trackable onchain cashback payouts, alongside research on card fees and reward conditions. - public dashboards, with API access available for teams building their own tools. For October 2026, its dashboard reports about $1.37B in tracked card spend across roughly 13M transactions. That includes some issuer-reported offchain data, so I wouldn't describe the whole figure as independently verified onchain spending. The methodology is part of what caught my attention: - a top-up is not automatically a purchase. Money can leave through withdrawals or other routes. - RedotPay's spend figures are self-reported, while its top-ups are tracked onchain. - the platform lets readers exclude offchain feeds. Address counts also need care: an address isn't necessarily a unique person. On November 11, Paymentscan also released a guide to launching a stablecoin card program, covering issuer selection, custody, operating costs and revenue beyond interchange. That makes the project useful to me both as a data source and as a way to understand the business behind a card. I'd use it to follow spending growth, active addresses and reward payouts together. My next question is whether spending holds up when incentives change. Which card's numbers would you check first?

my ranking of 18 projects on @Enter_Elysium ahead of the nov 9 mainnet launch when i checked opsis, the bridge was already holding around 126k HYPE. i'm curious how much of that capital ends up in pools people still trade a week later the ranking is based on what each team has built so far and what would make me open their app on day one S tier → @AscendLaunch is where i'd start looking for new launches → @agora_elysium is where i'd check whether routing across launchpads gets me a better quote after fees → @kalosfun is my wildcard. it has swaps, LP and NFTs in one testnet app. i want to see which feature gets people to come back A tier @AnemosPad @elyscreener @Boxa_Elysium @TheKleos_ anemos has the launch mechanic i'm most curious about. buys in the first 30 seconds clear at the same price. i'd check how concentrated the supply is after that opening batch B tier @ElysiumPump @eleosfun @perpmefun @elyxa_trade eleos stands out here. its token tax can only go down after launch. i'd look at whether creators actually cut it once they have a market with regular traders C tier opsis, @ronspadfun, @Arkhampad, Elysiom opsis is already useful for following bridge flows. i'd spend more time comparing the other three once there's enough trading to see where each one fits D tier @cloverdotli @ChainzyLabs kLaunch these are further down my day-one list. i'd revisit them after seeing which features are live and which markets users actually trade after week one, i want to see how many new tokens still have enough liquidity to get a decent fill in both directions

crypto's shutdown calendar keeps getting longer if you used any of these, check what you still have there upcoming shutdowns, sunsets & exit deadlines, checked november 13: NOVEMBER 2026 - @suiet_wallet: API support runs through Nov 14. Back up each account and restore it in a supported Sui wallet. Assets remain on Sui. - @EchoProtocol_: Nov 14 is the stated borrower deadline. The notice also lists Nov 19, 23:59 UTC as the final withdrawal and unstaking cutoff. Borrowers should act by the earlier date. - @universaldotxyz: normal operations run through Nov 17. Afterward, remaining uAssets become redeemable for USDC through a contract, under the Nov 10 update. - @SagaAILabs: SagaEVM shuts down Nov 23. Bridge out before then. Saga Mainnet and SAGA continue. - @Sophon: withdraw assets and claim rewards by Nov 25. Final mainnet shutdown is planned for Nov 30. - @Balancer: final v3 Vault pause on Nov 30. Remaining v3 pools move to withdrawals-only; this is not a withdrawal cutoff. - @recallnet: the Foundation's app becomes read-only Nov 30. Later-locked stakes remain withdrawable through the contract. No treasury payout to token holders. DECEMBER 2026 - @Cobo_Global: the consumer Cobo Wallet app closes Dec 1, 00:00 UTC+8. Withdraw beforehand. Institutional services continue. - @BalancedDeFi: v1 closes Dec 1. Withdraw or migrate legacy positions; outstanding loans face forced liquidation afterward. sICX unstaking can take up to 20 days. - @zetablockchain: the L1 is scheduled to halt around Dec 9 as ZETA moves 1:1 to Solana. Follow the official migration plan. - @Galxe: campaign participation ends Dec 5; reward claims close Dec 15. Quest, ID, Passport and related services are being retired. Gravity and G continue. - @AbstractChain: Dec 15 is the bridge-out deadline and chain shutdown date. The native bridge has a 3-hour delay. - @Hyperwavefi: operations end Dec 16. Vaults are withdrawal-only. The team plans to return remaining NAV to vault-token holders afterward. - @Veildotcash: frontend and relayer support ends Dec 21. Deposits are already disabled; CLI withdrawals remain possible afterward. - @coinexcom: withdrawals end Dec 22 as the platform closes. Trading has already stopped. - @opencampus_xyz: bridge assets from EDU Chain back to Arbitrum before Dec 23. Open Campus continues its multichain expansion. - @SweatEconomy: the current wallet and services end Dec 30. The team recommends securing keys, claiming SWEAT and handling balances by Dec 18. SWEAT still exists onchain. - @0xSilicon: withdrawal support ends Dec 31, 12:00 UTC+9, followed by network termination. Tokens issued on Silicon cannot all be bridged to Ethereum. - @Neon_EVM: complete migrations and withdrawals before Dec 31. Development and support have already ended; the NEON SPL token itself is not cancelled. - ICON / @gosodax: Dec 31 is the ICON shutdown and final ICX-to-SODA migration deadline. JANUARY 2027 - @StandX_Official: DUSD airdrop claims close Dec 31, 2026 at 08:00 UTC. Open positions close Jan 15; withdrawals and DUSD redemptions close Jan 31. - @BitMartExchange: platform operations are scheduled to end Jan 31, 15:59 UTC. User recoveries are subject to the restructuring process. PROPOSALS TO WATCH - @AcalaNetwork + @KaruraNetwork: proposed shutdowns on Feb 10, 2027. Both signalling referenda were still active when checked. Proposed unbonding dates: LDOT before Jan 12, or Dec 16 for validator locked LDOT; LKSM before Feb 2. check the wallets you stopped opening. some exit windows are shorter than the shutdown headlines suggest.

too much extraction @Enter_Elysium - launchpads fighting for attention. - an endless stream of token launches. - users getting farmed at every turn. - dev wallets dumping on traders. - MEV bots extracting huge amounts from the same people providing the activity. - seconds to bridge in, seven days to get out. constant extraction, with no sustainable ecosystem to show for it. this chain had real potential, but the way it's being run is driving it into the ground. what a waste 🤡

> @LayerZero_Core early ecosystem, part 2 👇 more projects i'm tracking ahead of the scheduled november 30 mainnet launch. part 1 covered trading apps and launchpads. this time: market-launch infrastructure, privacy, NFTs and gaming. 1. Nave | preparing new perp markets @nave_hl is building a launch layer for perpetual markets around ATLAS. - market configuration, liquidity commitments, oracle validation and risk checks in one workflow. - the team says seven readiness checks are implemented, including blocking a launch when an oracle goes stale. - testnet is still coming soon. i want to see how those checks behave once the testnet opens. 2. MoonLight | omnichain privacy @MoonLightZero_ has announced private cross-chain trading, token launches and liquidity infrastructure around LayerZero. - public information is still at the announcement stage. - its Zero-specific deployment and privacy implementation need more detail. an account to monitor as docs and a product appear. 3. Zero Guys | PFP whitelist @ZeroGuysNFT has opened whitelist applications for a 3,444-piece collection. - the website lists November 30 for minting, with the time still TBA. - applications involve an X username, social tasks and an EVM address. - the team says minting starts free, then the price increases. The whole collection is not a free mint. [zeroguys.fun/apply](zeroguys.fun/apply) 4. Zerodroids | Genesis waitlist @zerodroidsio has opened its Genesis waitlist. - the announced scope combines pixel droids, NFT launches and liquidity aggregation. - its website has an XP-ranked waitlist; an X update says missions are coming. - i'm watching for the product and published allocation rules. [zerodroids.io](zerodroids.io) 5. PlunderPort | gaming early access @PlunderPort is a pre-launch pirate idle tycoon game advertising 1,024 Genesis free-mint NFTs. - early access and an XP leaderboard are open. - the advertised $10,000 early-access prize pool is denominated in USD but paid in PP. - the rules explicitly say there is no PP token today. [plunderport.fun/early-access](plunderport.fun/early-access) 6. ZeroVault | NFT marketplace waitlist @ZeroVaultxyz is building an NFT marketplace for Zero. - its waitlist announcement offers points for tasks and referrals. - testnet is described as coming soon. - the current participation stage is a waitlist, with trading still to be demonstrated. [zerovault.fun](zerovault.fun) 7. Zeroni | NFT teaser @zeroniNFT has announced an upcoming NFT project on Zero and asked early supporters to repost and submit an EVM address. the reviewed announcement doesn't publish supply, mint pricing or a mint date yet. 8. zxoxo | access applications @zxoxocash has an application page involving X verification, social tasks and an EVM wallet address. the underlying product is still unclear. i'm tracking further disclosures before assigning it a category. [zxoxo.xyz/apply](zxoxo.xyz/apply) my next checkpoints: Nave's testnet, clear NFT mint terms, and products going live beyond their waitlists. which one should i look into next?

Project Spotlight: @NestExchange made me look into what funds its $HYPE rewards. Nest is a spot DEX built around liquidity incentives, locked $NEST and the HYPE Engine. On its HyperEVM MetaDEX: - LPs provide liquidity and earn NEST emissions. - Users lock NEST for up to six months to receive veNEST, vote on pool incentives and collect trading fees plus voting incentives. - The HYPE Engine holds veNEST and uses its voting income to buy HYPE, funding bonuses for eligible new locks. - The HYPE Engine Vault automates voting and compounds voting rewards into more veNEST. The change that interests me came on November 9: the HYPE bonus budget is capped at 75% of the Engine’s earnings. At least 25% is retained to acquire discounted veNEST and build HYPE reserves. That gives the Engine a way to replenish its share of voting income as NEST emissions continue. On November 12, Nest reported that lockers shared over $233,000 in revenue during the previous epoch. Nest has also just launched on Elysium, powered by Uniswap v4. I’m watching whether that expansion brings sustained trading and fee income. Participating through locks also means exposure to NEST’s price and exit restrictions. Can revenue grow faster than the incentives needed to keep liquidity?

64 projects buying back their tokens which one actually rewards holders?

gm mood after checking the charts

> @LayerZero_Core mainnet is getting closer. here’s what i’d explore before november 30 👇 what interests me is the distribution forming around ATLAS. Based already serves traders, Globe is opening early access, and Tzero has a testnet points program. 1. Tzero | explore the launchpad @T0dotfun is building a token launchpad for Zero. its current testnet runs on Base Sepolia, where missions trade on a bonding curve before graduating to TzeroSwap. start here: testnet.tzer0.fun - get free Base Sepolia test ETH through the faucets linked in the app. - Season 0 has 5% of T0 supply allocated. - Fuel earns 1,000 points per test ETH of eligible buys, with a 60-minute hold and a daily cap of 1 test ETH per wallet. - Crew, Liftoff and staking have their own qualifying conditions. check them before repeating transactions. - Signal only starts after the relevant X announcement opens. - eligibility begins at 500 points. scores remain provisional until the final snapshot. this is the clearest place on my list to explore a product with published participation rules. 2. Globe | join early access @globemkts is building a social trading app on ATLAS, with perps across crypto, stocks and commodities. - group trading feeds, copy features and voice-generated orders are part of the announced product. - early signups before november 30 receive Founding Trader status. - access is planned to open gradually after launch. globemarkets.xyz i’d join to follow the rollout and understand the product. Founding Trader status doesn’t establish a token allocation. 3. Based | watch the ATLAS rollout @BasedOneX reported 45K+ active addresses and $50B+ lifetime Hyperliquid volume in its november 5 announcement. - ATLAS trading is planned for its mobile app and web terminal from launch. - that gives Zero a potential route to an existing trader base. - i’d watch the actual markets, liquidity and execution once the integration opens. that existing distribution is one of the more interesting parts of this launch. 4. the wider watchlist - @GTE_XYZ has announced plans to give traders access to ATLAS and has a waitlist. - @000dotfun is a token launchpad whose website is still marked pre-launch. - @z30index describes itself as a 30-stock dividend protocol for Zero. public information is still limited. - @tradeon21x completed a private Zero pilot recording 10,000 order matches per second. useful technical evidence, but a different kind of participation opportunity from a public testnet. 5. where ZRO fits ZRO is intended for Zero’s gas, staking and governance. under the published Open ATLAS model: - venues receive 20–65% fee rebates. - 75% of the fees remaining after those rebates funds ZRO buybacks and burns. - that equals 26.25–60% of gross fees, depending on the venue’s rebate tier. i’ll be watching actual fee generation and the rebate mix after launch. my starting point would be Tzero’s testnet and Globe’s early access, then checking Based and GTE as their ATLAS routes become available. these announcements don’t confirm a new ZRO airdrop. which Zero app are you looking at first?

Project Spotlight: @metricxyz made me look past the headline APR. i started reading about Metric because of its Markout APR. it measures how a pool’s trades look against the reference price a few minutes later, and the result can be negative. that led me to the product underneath. Metric is a DEX built around Active Pools, with a public interface launched on Ethereum, BNB Chain and Robinhood Chain. a few things caught my attention: 1. liquidity follows a reference price - each pool has a Price Provider that supplies its pricing inputs. - liquidity sits in percentage ranges around that reference. when the reference moves, the quoted ranges move with it. - this looks particularly relevant for tokenized stocks and other assets with an existing external market price. 2. different ways to make markets - public pools can accept outside liquidity, while private pools use the curator’s own capital. - LPs choose which ranges to fund and earn a share of the spread where their liquidity gets used. 3. more useful performance reporting - Markout measures trades against the reference price 1, 5 or 30 minutes later. - Trading PnL compares the current position with simply holding the deposited tokens. - these answer different questions. positive Markout still doesn’t guarantee a profitable LP position. 4. there is already meaningful activity - on november 11, DefiLlama showed roughly $21.4M TVL and $7.21B in trailing 30 day volume across Metric. - its Immunefi bug bounty also went live on november 10, with rewards up to $500K. the part i’d investigate closely is each pool’s pricing source and curator permissions. moving liquidity with a reference price doesn’t automatically rebalance the assets you hold or remove inventory risk. what keeps me interested is the combination of tokenized asset trading, flexible market making infrastructure and clearer LP reporting. i want to see how those pools perform through earnings, market closures and quieter trading periods. anyone here already providing liquidity on Metric?

were we farming airdrops, or were they farming us?

> @Enter_Elysium launchpad war is getting messy. a few things stand out from LayerGG’s breakdown: - three wallets reportedly spent 1,376 HYPE buying @MONTRA before consolidating the tokens. - the receiving wallet reportedly held around 3.2% of supply at the time of the post. - the identities behind those wallets and the alleged coordinated campaign remain unproven. i’d like to see the parties involved address the specific transactions and wallet links publicly. for anyone following this, check the timestamps too. a holder snapshot can change while the same screenshots keep circulating. what evidence would actually settle this?

six ways institutional money is entering crypto buying BTC, funding a startup and using stablecoins are different decisions. separating them makes the bigger picture easier to follow. here’s how i’m mapping it 👇 1. bitcoin | holding the asset - companies can allocate part of their treasury to BTC. Strategy reported holdings above 850,000 BTC on november 9. - this creates direct demand for bitcoin. the company’s financing costs, debt and ability to keep funding purchases still matter. 2. tokenized assets | bringing investments onchain - RWA.xyz tracks roughly $39.9B in distributed tokenized assets, with stablecoins counted separately. - examples include BlackRock’s BUIDL, Franklin Templeton’s BENJI and Ondo’s USDY. - the next thing i’d check is what holders can actually do with those assets, including transfers, redemptions and collateral use. 3. stablecoins | moving money - businesses can use digital dollars for payments and settlement while keeping their accounting in familiar currencies. - Circle reported $41.3B in annualized payment volume for its payments network in Q3. that’s a run rate, not the amount processed during the quarter. - distribution, conversion into local currency and access to banking are worth watching alongside supply growth. 4. trading and custody | serving the flow - Galaxy estimates trading, exchange, investing and lending businesses raised about $2.37B in Q3, roughly half of tracked crypto VC investment. - exchanges, custodians and financing providers give institutions the tools to execute trades and manage assets. - i’m interested in how much revenue survives when trading activity slows. 5. institutional DeFi | borrowing against assets - Aave Horizon lets qualified users supply approved tokenized RWAs as collateral and borrow stablecoins. - this gives institutions access to liquidity without immediately selling their investments. - collateral eligibility, liquidation rules and available liquidity determine how useful that access really is. 6. AI + crypto | an earlier investment thesis - Coinbase Ventures’ 2026 outlook includes AI development tools and robotics data collection. - i’d track this separately from established treasury and payment use cases. - the evidence i want is paying customers and recurring usage. these sectors give me different things to research, from BTC purchases to payment activity and lending demand. before buying a related token, i’d still check who earns the fees, what reaches holders and how much future growth the price already assumes. which of these six are you following most closely?

.@Enter_Elysium opened to the public and daily transactions jumped 5.3x here’s how kinetiq’s chain looked on nov 9 compared with nov 8, using full utc days from opsis. nov 9 includes activity before the public opening at 13:00 utc. 1. network activity - 4.22m transactions, up from 795k - 136.7k active addresses, up from 29.2k - 38.9k new tokens, up from 19.9k 2. bridge flows - 204.8k HYPE bridged in, up from 41.9k the day before - opsis also recorded 20.6k HYPE in withdrawals that day 3. spot trading and liquidity - codex scan tracked $63.6m in spot DEX volume from 55.2k trading wallets in the 12h ending nov 10 at 07:29 utc - uniswap v4 handled about $49.1m, roughly 77% of that volume - defillama’s nov 10 snapshot showed $6.59m in tracked defi tvl and about $4.5m in stablecoins on the chain the next number i’m watching is how many of those trading wallets come back a week after launch