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Most people only approach crypto trading this way:
1. Send money to an exchange
2. Hope the exchange doesn’t get hacked
3. Trade only crypto
There’s a better way now.
@HertzFlow_xyz just launched Mainnet.
Stay with me so you dont get left behind
/🧵
THE RWA MARKET IS GROWING, BUT THE NUMBERS SHOW WHERE IT REALLY STANDS.
I have been looking deeper into the latest tokenization data, and one distinction stands out.
According to @RWA_xyz’s November 11 snapshot:
▹ $39.89B in distributed RWA value.
▹ $418.09B in represented RWA value.
▹ 5.72M RWA holders.
▹ 217 tokenization platforms.
These figures measure different things.
Distributed assets are available through onchain infrastructure, while represented assets use blockchain for recordkeeping without necessarily being freely transferable by investors.
A blockchain record of an asset does not automatically make that asset fully available onchain.
⊹ TOKENIZED STOCKS ARE GROWING
RWA.xyz records:
▹ $3.88B in distributed tokenized stock value.
▹ 4.81M holder addresses.
▹ 6,794 listed asset entries.
▹ $39.59B in 30-day transfer volume.
There is another side to these figures.
Over 30 days, value increased 13.41% and holder addresses grew 8.11%, while monthly active addresses declined 66.47% and transfer volume fell 51.73%.
More holders do not automatically mean more trading activity. Also, transfer volume is not necessarily exchange trading volume.
⊹ TRADITIONAL FINANCE IS BUILDING
On October 28, @The_DTCC launched its Tokenization Service, allowing eligible participants to create tokenized representations of securities held within its depository.
These retain the ownership rights, economic entitlements and investor protections of their traditional counterparts.
Twenty participants had signed agreements to access the service at launch. Initial network integrations include @CantonNetwork and DTCC’s private Besu network.
This connects existing securities infrastructure with blockchain-based systems.
⊹ NYSE AND AVALANCHE
On November 9, @NYSE selected @avax technology for the core ledger of the clearing infrastructure behind its planned tokenized securities platform.
The proposed platform targets 24/7 trading and settlement, using NYSE’s existing Pillar matching engine.
It remains subject to regulatory approval. This is a planned development, not an operational tokenized exchange.
⊹ INTERNATIONAL EQUITIES ARE EXPANDING
On November 11, Payward, Kraken’s parent company, announced more than 200 additional UK and European equities through xStocks, developed by @BackedFi.
Payward reports over 1,500 tokenized assets, $1.1B in AUM and $45B in cumulative transaction volume.
The tokens are backed 1:1 by underlying shares held with a regulated custodian. However, tokenized exposure does not automatically mean direct share ownership or identical shareholder rights.
⊹ WHAT CONNECTS THESE DEVELOPMENTS
Three layers are developing:
▹ Issuance and distribution: @OndoFinance, @Securitize and @BackedFi bring traditional financial products into blockchain-based distribution.
▹ Trading and liquidity: Platforms provide ways to access, transfer and trade tokenized assets.
▹ Clearing and settlement: @The_DTCC and @NYSE are exploring blockchain infrastructure for recording, transferring and settling securities.
These functions are connected, but they are not interchangeable. An asset can be tokenized without meaningful liquidity or freely transferable ownership.
⊹ WHERE THE OPPORTUNITY LIES
The next phase of RWA adoption will depend on more than how many assets are issued onchain.
It will depend on reliable issuance, legal ownership, custody, compliant distribution, liquidity, interoperability and settlement.
It will also depend on whether eligible tokenized assets can be used as collateral and integrated into financial applications without weakening investor protections.
Tokenization is moving beyond putting traditional assets on a blockchain. The larger ambition is to connect them to a more programmable financial system.
That is the development worth paying attention to.
This is my opinion based on the data I’ve reviewed, not financial advice.
An in-depth look at stablecoins: their issuers, reserves, blockchain distribution, payment adoption, institutional use, regulation and risks and their growing role in the future of tokenized finance.
ℂ𝕦𝕣𝕚𝕠𝕦𝕤 👀 retweeted
it's been 7 months since I last had a full-time role.
and yes, i've been applying.
i've sent applications, reached out to projects, sent pitches, and kept looking for opportunities.
some conversations started, but ultimately didn't lead anywhere, and i'm still working to turn my efforts into something stable.
it's been challenging, especially when you're putting in the work but the results take longer than you hoped.
still, i haven't given up on the career i've been building in web3.
so, i'm putting this out here in case the right opportunity finds its way to me through someone in my network.
i work primarily in web3 social media management, with experience in content strategy, content writing, and managing a project's social presence.
i'm also open to relevant opportunities in community management, content creation, and other roles that fit my skills.
i'm open to full-time roles, contract work, freelance projects, and paid collaborations.
if you're a founder looking for someone to help your project communicate better, a talent scout sourcing for web3 talent, or a friend who knows a team that's hiring, i'd really appreciate a referral or introduction.
if someone comes to mind, please connect us or share this post with them. you might help me find the opportunity that changes things for me.
thank you to everyone who reads, shares, refers, or reaches out. 💙
MIDWEEK ALPHA v16:
TRADING WITH DISCIPLINE.
Many people spend more time searching for what to buy than learning how to trade what they buy.
Everyone wants early entries, profitable signals and the next 100x token. But finding an opportunity doesn’t automatically make you a good trader.
Let’s break down the principles that matter ↓
⊹ UNDERSTAND WHAT YOU ARE TRADING.
Before buying, examine a project’s fundamentals, market cap, circulating supply, FDV, liquidity and upcoming token unlocks.
A large gap between market cap and FDV can indicate potential dilution. Understand the asset before investing.
⊹ PROTECT YOUR CAPITAL FIRST.
Risk management determines how long you survive in the market.
With a $1,000 account, risking 1% means accepting a planned $10 loss.
If your entry is $100 and stop-loss is $95, you can buy 2 tokens, excluding fees and slippage.
That’s $200 exposure with $10 planned risk.
⊹ UNDERSTAND RISK-TO-REWARD.
Entering at $100, placing a stop-loss at $95 and targeting $115 means risking $5 to potentially make $15.
That’s a 1:3 risk-to-reward ratio.
A good ratio doesn’t guarantee profits. Your strategy still needs a sufficient win rate.
⊹ CONTROL YOUR EMOTIONS.
FOMO, panic selling and revenge trading lead to unnecessary losses.
Define your entry, exit, stop-loss and acceptable risk before trading.
Keep a journal to identify mistakes and improve your decisions.
⊹ LEARN TO READ THE MARKET.
Understand support, resistance and market structure.
Use RSI for momentum, MACD for trend changes and volume to assess market participation.
Remember, indicators aren’t guarantees. Breakouts can fail.
⊹ LIQUIDITY CAN MAKE OR BREAK YOUR TRADE.
Thin liquidity creates slippage, meaning your actual execution price differs from your expected price.
Examine order-book depth, spreads and trading volume, especially with small-cap altcoins.
⊹ FIND A STRATEGY THAT WORKS FOR YOU.
▹ Spot trading: Buying actual cryptocurrencies.
▹ Swing trading: Capturing movements over days or weeks.
▹ Scalping: Targeting smaller price movements.
▹ Breakout trading: Trading moves beyond key levels.
▹ Grid trading: Placing orders within a defined price range.
Futures introduce leverage, increasing both exposure and liquidation risk. Master one approach before expanding.
⊹ DON’T CONFUSE INVESTING WITH TRADING.
DCA means buying fixed amounts at regular intervals, spreading your entry points.
Short-term trading requires defined entries, exits and risk management.
Don’t turn a failed trade into a long-term investment simply because you refuse to accept a loss.
⊹ LOOK BEYOND SOCIAL MEDIA SENTIMENT.
Examine funding rates, onchain activity, exchange flows and token unlocks.
High positive funding can indicate crowded longs, while exchange inflows may signal potential selling pressure.
These are indicators, not guarantees.
⊹ TEST BEFORE SCALING.
Backtest your strategy using historical data. Examine win rate, average gains and losses, drawdown and fees.
Then forward-test with paper trading or small positions.
A strategy that worked once isn’t necessarily repeatable.
⊹ KNOW WHEN NOT TO TRADE.
Poor liquidity, unclear market direction and unattractive risk-to-reward are valid reasons to stay out.
You don’t have to trade every movement. Patience is risk management too.
⊹ LEARN FROM EVERY TRADE.
Winning doesn’t always mean good decision-making, and losing doesn’t automatically mean bad analysis.
Review both outcomes, identify mistakes and improve your strategy.
⊹ WHAT THIS MEANS FOR CT.
Finding opportunities is only one part of trading.
Understanding risk, managing capital and controlling emotions are what help you survive different market conditions.
You don’t need to catch every pump or trade every day.
Build a process you can repeat. Your survival in the market matters more than one lucky trade.
Hope you found this useful, See you on the next one.
YOUR PRIVATE KEY ISN’T THE ONLY THING THAT CAN PUT YOUR CRYPTO AT RISK.
After the Binance exploit, I looked deeper into how crypto networks handle stolen funds.
On October 30, @arbitrum’s Security Council intervened to secure 8,425 ETH and 74,559,805.2 ARB linked to the exploit.
It temporarily upgraded Ethereum Inbox, used an override function to move funds into a holding address, then restored the original implementation. The action required 9 of 12 council approvals.
This reveals an important reality: your private key isn’t the only authority that can affect your assets.
⊹ NETWORK-LEVEL CONTROL
Emergency councils and administrators can upgrade contracts, pause functions or intervene.
▹ @arbitrum: 12-member Security Council, 9-of-12 emergency threshold.
▹ @Optimism: Guardian and Proxy Admin Owner roles; Superchain upgrades involve the Security Council and Foundation.
▹ @zksync: Security Council emergency upgrades.
⊹ TOKEN-LEVEL CONTROL
On @solana, mint authority creates tokens, while freeze authority can freeze token accounts. Both can be reassigned or revoked.
⊹ PROTOCOL ADMINISTRATION
Administrators and governance can modify upgradeable contracts, collateral parameters and oracle settings.
@aave governance controls risk parameters and price-source configurations affecting collateral and liquidations.
⊹ WALLET-LEVEL PERMISSIONS
@safe supports modules and guards that extend or restrict transaction execution.
In June 2026, vulnerabilities involving Zodiac Delay and Roles modules affected Gnosis Pay’s Safe infrastructure. Approximately $1.5M was extracted and another $300K became inaccessible. Gnosis said it absorbed the losses and restored user funds.
The vulnerabilities involved connected modules, not Safe’s core contract.
⊹ CROSS-CHAIN VERIFICATION
▹ @wormhole: 19 Guardians, 13 signatures required.
▹ @LayerZero_Core: Configurable Decentralized Verifier Networks.
▹ @chainlink CCIP: Decentralised oracle infrastructure, additional verification and configurable rate limits.
The 2022 Wormhole exploit allowed an attacker to mint 120,000 wrapped ETH on Solana after verification failed.
⊹ STABLECOIN ISSUER CONTROL
In April 2026, @Tether announced freezing over $344M in USDT across two addresses following information from U.S. authorities.
@circle also documents its ability to block addresses from sending or receiving USDC and EURC.
Your private key cannot override issuer restrictions.
⊹ TRANSACTION-ORDERING POWER
Ethereum validators propose blocks, while specialised builders participate through MEV-Boost.
On many Layer 2s, sequencers influence transaction ordering, inclusion, delays and censorship resistance.
Check decentralised sequencing and forced-inclusion protections.
⊹ OFFCHAIN INFRASTRUCTURE
RPC providers, cloud services, indexers and frontends support crypto applications. Outages or compromises can disrupt access and transaction submission even when the blockchain remains operational.
⊹ TOOLS THAT HELP YOU CHECK
▹ @l2beat: Layer 2 security, upgrades and sequencers.
▹ @RevokeCash: Inspect and revoke unnecessary token and NFT approvals.
▹ @etherscan: Check ERC-20 and NFT spending permissions.
▹ @solana: Explore token accounts and mint or freeze authorities.
Revoking approvals does not remove issuer freeze powers or reverse completed transactions. Disconnecting a wallet does not revoke existing approvals.
⊹ WHAT USERS SHOULD CHECK
▹ Networks: Emergency and upgrade powers.
▹ Tokens: Mint and freeze authorities.
▹ Protocols: Admin roles and timelocks.
▹ Wallets: Signers, modules and guards.
▹ Bridges: Verification models and thresholds.
▹ Stablecoins: Issuer freezing policies.
▹ Transactions: Sequencers and forced inclusion.
▹ Infrastructure: RPC and frontend dependencies.
Emergency powers can protect users, but understanding who controls them and what prevents misuse matters.
The Arbitrum intervention made me look beyond private-key security.
MIDWEEK ALPHA v.15
THE X GROWTH SYSTEM: HOW TO TURN CONTENT INTO DISTRIBUTION
Let’s be honest. Many crypto creators are getting X growth completely wrong.
Everyone wants more followers, impressions, Smart Followers, Kaito Mindshare and a higher Sorsa Score, but few are focused on becoming worth following.
Chasing metrics while recycling others’ content will not build a credible research brand.
Growth starts with positioning, useful research and distribution
Here is how to build one⭣
✧ POSITIONING COMES FIRST
Your account needs a clear identity.
Trying to cover everything in crypto makes your content difficult to recognise. Randomly switching between DeFi, memes, predictions, promotions and ecosystem updates is not positioning.
Choose areas where you can consistently provide value. Build your reputation around research, analysis and education.
People should associate your account with a recognisable standard of insight.
✧ GIVE YOUR CONTENT PURPOSE
Random posting is not a strategy
Build around clear pillars:
▹ Research: Protocols, infrastructure, token economics and security.
▹ Education: Explain concepts and how products work.
▹ Market commentary: Analyse developments and implications.
▹ Personal perspective: Share informed opinions and lessons.
Focus on subjects you understand, not every trend.
✧ STOP REPEATING NEWS AND CALLING IT RESEARCH
Repeating an announcement does not make you a researcher.
When a protocol announces an upgrade, integration or new product, investigate what actually changed.
Examine the problem, technology, potential benefits, limitations and risks.
An integration announcement is only the starting point. The real analysis explains what it enables, who benefits, what dependencies it introduces and whether it creates measurable demand.
✧ LONGER POSTS ARE NOT DEEPER RESEARCH
More words do not mean better analysis. Avoid jargon and repetition.
Cover the development, how it works, supporting evidence, implications, risks and your conclusion.
Use primary sources, verify figures and explain complex ideas clearly. Every paragraph should add value.
✧ DISTRIBUTION IS PART OF THE WORK
Publishing good content and disappearing is not a growth strategy.
Participate in relevant discussions, contribute useful analysis and engage with people in your niche.
Avoid generic replies written solely for visibility. Add insight, evidence or a meaningful perspective.
Build relationships through valuable interactions. Give people reasons to recognise your contribution beyond your timeline.
✧ UNDERSTAND THE METRICS
Smart Followers, Kaito Mindshare and Sorsa Score indicate aspects of visibility and influence, not expertise.
▹ Smart Followers: Influential accounts connected to your audience.
▹ Mindshare: Attention within a topic, not research quality or positive sentiment.
▹ Sorsa Score: Influence and network position, not an official X ranking.
▹ Impressions: Views, not unique readers or understanding.
▹ Engagement: Interactions, not research quality.
▹ Profile visits and follows: Whether attention converts into audience growth.
Use metrics to improve strategy, not define identity. High scores do not automatically create trust.
✧ BUILD A REPEATABLE SYSTEM
Stop relying on inspiration. Create a process and be consistent
Consistency becomes easier when your content has direction.
Build a pipeline around:
▹ Deep research into protocols and infrastructure.
▹ Educational explainers.
▹ Data-backed market analysis.
▹ Commentary on important industry developments
▹ Short, informed observations
Track developments, save sources and research before topics become popular
Do not publish simply to stay active. Every post should serve a purpose
✧ TURN ATTENTION INTO AUTHORITY
Clarify your focus, pin your strongest research and build work people can revisit
Earn authority through evidence, independent thinking and consistent value not exaggerated claims or borrowed opinions.
ELYSIUM ALPHA: HOW TO POSITION BEFORE MAINNET
@Enter_Elysium is scheduled to launch its public mainnet on November 9.
Built by @Kinetiq_xyz, Elysium is an EVM Layer 2 expanding the trading, liquidity and application infrastructure of @HyperliquidX.
The opportunity is identifying applications that turn Elysium’s infrastructure into sustainable activity.
▹ WHY ELYSIUM MATTERS
HyperCore powers Hyperliquid’s trading infrastructure; HyperEVM supports smart contracts and decentralised applications.
Elysium adds a separate execution environment to give developers more capacity without replacing HyperEVM.
Built on Arbitrum Orbit, Nitro and ArbOS, it settles to HyperEVM and uses $HYPE as its native gas token.
Published targets include 100–200ms blocks and 300 Mgas/s throughput. These are design targets, not proof of sustained mainnet performance.
▹ THE HYPERCORE ADVANTAGE
This is arguably Elysium’s strongest differentiator.
A planned integration will let smart contracts access HyperCore market data, including order books, prices, balances and positions. A separate interface will allow applications to submit trading instructions to HyperCore.
This could support market-making, automated execution and liquidity-management applications with less reliance on external data integrations.
These capabilities are planned for an ArbOS upgrade about four weeks after mainnet, not launch day.
▹ THE TOKEN AND LIQUIDITY PATHWAY
Elysium outlines a potential asset progression:
✧ Token launch through an Elysium AMM.
✧ Liquidity development through PropAMMs.
✧ Eligible assets progressing to HyperCore spot order books.
✧ Potential further development into HIP-3 perpetual markets.
This offers a route from early trading to deeper liquidity, but not every token will qualify.
▹ SECURITY AND TRUST
Elysium uses canonical and mirror bridges, AnyTrust data availability and optimistic withdrawals. At launch, it relies on a single sequencer operating through Conduit infrastructure.
Risks include sequencer outages, bridge vulnerabilities, data-availability assumptions and withdrawal delays.
Permissionless proving and further decentralisation remain roadmap milestones.
HYPE is bridged 1:1 from HyperEVM to serve as gas. The design therefore depends on execution performance and secure asset movement between both environments.
▹ THE ECONOMIC MODEL
$HYPE pays network transaction fees; KNTQ is tied to Kinetiq’s broader economic model.
Kinetiq has announced this sequencer-revenue allocation:
✧ 25% for builders.
✧ 25% for the treasury.
✧ 50% for KNTQ purchases, with acquired tokens sent to the Hyperliquid Assistance Fund for permanent supply reduction.
Builder incentives could encourage network activity; the KNTQ mechanism links sequencer revenue to token purchases.
Impact depends on revenue and adoption; price appreciation isn’t guaranteed.
▹ WHERE THE OPPORTUNITY COULD EMERGE
I’d focus on:
✧ Launchpads with credible distribution and active users.
✧ DEXs and PropAMMs that retain liquidity.
✧ Trading applications using HyperCore meaningfully.
✧ Derivatives and prediction markets with genuine demand.
✧ Infrastructure supporting developers and applications.
The strongest projects won’t just launch first; they’ll be the ones users need.
▹ WHAT WOULD CONFIRM THE THESIS
I’d track organic transactions, repeat users, liquidity depth, application revenue, sequencer activity, successful HyperCore integration and bridge reliability.
These matter more than launch announcements or speculation.
▹ THE OPPORTUNITY
I wouldn’t buy every token associated with Elysium’s launch.
I’d prioritise working products, demand, sustainable liquidity and clear utility.
Elysium’s proposition is a high-performance EVM environment connected to Hyperliquid’s native trading infrastructure.
Real adoption could create opportunity; architecture alone won’t be enough.
This is my opinion based on the information I’ve reviewed, Not financial Advice
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Perp DEX activity has grown considerably, with open interest climbing towards $15B before pulling back.
I find this interesting because trading volume and open interest tell us different things.
Higher volume means more trades are happening, but open interest shows how much capital remains in active positions.
So, an increase in trading doesn’t necessarily mean more money is entering the market. Traders could simply be opening and closing positions more frequently.
I’d be cautious about treating higher volume as a sign of renewed market confidence without seeing open interest grow alongside it.
For me, the real signal is not just how much the market is trading, but how much capital traders are willing to keep committed.
THE BLIND SPOT OF THE AI NARRATIVE: THE EMERGING MEV BATTLE
Everyone on CT is talking about the Agentic Economy: autonomous machine networks managing capital, executing cross-protocol trades, and operating across DeFi.
But there is a technical problem beneath this narrative.
An intelligent agent can identify a profitable arbitrage opportunity, calculate the optimal trade, and still fail to capture the expected return.
Identifying an opportunity and executing it profitably are two different problems.
✧ THE EXECUTION GAP
Consider an AI agent identifying a price discrepancy between two DEXs.
It submits a transaction, but another searcher captures the opportunity, liquidity changes, or slippage erodes the expected return. If exposed to a vulnerable public execution path, it may also face a sandwich attack.
The model can be correct while the economics fail.
This matters when evaluating market intelligence from @aixbt_agent and autonomous agent platforms such as @virtuals_io and @ai16zdao.
Not every AI agent executes trades, and exposure depends on its activities and transaction pathway.
✧ THREE LAYERS THAT MATTER
⊹ Execution protection — Flashbots and @jito_labs
Flashbots Protect routes Ethereum transactions through a private transaction flow, reducing exposure to public-mempool front-running and sandwich attacks. On Solana, Jito’s DontFront mechanism can constrain transaction ordering within qualifying bundles.
Neither approach guarantees protection against every form of MEV.
⊹ Data verification — @primus_labs
Primus’s zkTLS approach addresses verification of information originating from Web2 services.
For agents relying on external data, this can help establish whether information is trustworthy. However, authentic data does not automatically protect subsequent transactions from front-running.
⊹ Agent infrastructure — @vangrid_io, @agentic_ai and @TermiX
These projects belong to the broader discussion around decentralized intelligence and automated workflows. Their capabilities must be assessed individually rather than assuming they all execute financial transactions or share identical vulnerabilities.
An agent’s risk profile depends on its permissions, transaction pathways, and control over capital.
✧ THE PRIVACY MISCONCEPTION
Privacy is not a single security feature.
Solana’s Token-2022 Confidential Transfers are designed to conceal transfer amounts and balances. They do not automatically conceal every transaction detail or prevent transaction-ordering manipulation.
Similarly, private transaction submission does not guarantee favourable pricing, sufficient liquidity, or successful execution.
Data verification, transaction confidentiality, and MEV protection solve different problems.
Confusing these layers can create a false sense of security around autonomous systems managing real capital.
✧ WHAT WILL SEPARATE THE WINNERS
I think the next phase of the Agentic Economy will depend less on agent counts and more on how reliably agents create economic value.
Look beyond mindshare.
Examine realised returns after transaction costs, execution failures, slippage, liquidity constraints, and risk controls.
An agent that identifies ten opportunities but consistently fails to capture their value may be less useful than one that identifies fewer opportunities and executes them efficiently.
The challenge is combining trustworthy data, sound decisions, and execution infrastructure that protects the value those decisions should create.
I think the strongest agentic systems will turn intelligence into measurable economic results without surrendering unnecessary value during execution.
The AI narrative tells us what agents might do. Their execution economics will show us what they can actually deliver.
This is my opinion based on the data I’ve reviewed, not financial advice.
The new X algorithm engine completely changes how your posts are shared
If you want more reach, focus on direct conversations and shareable utility
• A Link Copy gives a +30x boost
• A Mutual Reply gives a +30x boost
• Negative actions drop visibility instantly
More info ↓
X ALGORITHM UPDATE 🚨
X just stopped cutting new posts first, and that should help small accounts (I check it daily with Claude and share updates worth sharing with you)
tl;dr:
- X can only check 2,800 posts each time you open your feed
- new posts used to be last in line, so they got cut first
- now everything gets cut equally, new posts included
- posts labeled low quality or misinfo now show a warning, and people can't like, reply or share them
- no score changes this time
lesson learned: your new posts now get a fair chance to be seen. Your first 2 hours still matter most.
full details:
- How it worked until this week
Every time someone opens For You, X collects around 3,700 posts it could show them: posts from people they follow, popular posts, posts liked by similar people, and brand new posts.
But X only has time to check 2,800 of them.
So it just took the first 2,800 in line. Brand new posts were at the back of the line. When there were too many, they were the ones left out... and a post that never gets checked can't be shown.
- What changed
Now everything gets cut by the same amount. 25% too many? Every type of post loses 25%, new posts included. Nobody goes first.
- Why small accounts should care
Those brand new posts are under 2 hours old, with under 8 likes and under 500 views. That's where most posts from smaller accounts are.
My read: they now get a fair chance instead of being cut first. How often X actually hits the 2,800 limit isn't in the code, so I can't tell you how big the difference is.
- Low quality and misinfo posts now show a warning
If X labels your post as low quality or misinformation, people who don't follow you see a warning on it, and they can't like, reply, repost, bookmark or share it. The code doesn't say what gets a post that label.
Here's a recap of what you should be doing:
- a new post gets its extra push only in its first 2 hours and first 200 views, so post when your people are online
- likes carry more weight than ever at 0.66 each
- people sticking around pays, the time-spent score is 50% higher than two weeks ago
- a read of 10+ seconds after someone opens your post adds 0.4
- the boost favors the post with the best like rate from its first viewers
- accounts up to 50K can get one fresh original lifted to roughly 16th
- nothing beats a copy link share, it scores 20
- replies, quotes and DM shares each score 5
- talk with your mutuals, replies between you score 20 instead of 5
- originals are the only posts that travel outside your follower base
- the 1st and the 32nd like each open a new route to strangers
- your 2nd post in the same feed is worth 62% of the first, so pick your best one
- videos still need 10+ seconds to qualify for the video lists
- earning a follow adds 4
- a pinned post with a bad link can flag the account for 7 days, worth a quick check
What you should NOT be doing:
- posts that get labeled low quality or misinfo now carry a warning, and nobody outside your followers can like or share them
- video alone won't carry you, an open counts 0.02 and the watch 0
- hide-worthy posts cost more, "not interested" sits at -52.27
- a post at 3am burns its 2 hour window before anyone sees it
- a tap that turns into a bounce is worth only 0.3
- replies and reposts don't get past your followers
- insults get your post hidden from anyone who doesn't follow you
- adult media in 3 of your last 5 posts puts a label on your account
- disguised content in videos gets checked from 64 likes, harder at 512
- self-reply chains under big accounts risk being zeroed
- one account label and non-followers stop seeing you entirely
- low-rated links don't belong in your pinned post
- recycled wording can get tagged as copypasta spam
- strangers tagged plus a low quality link is a pattern X flags
- engagement bait has no size exemption
- several posts in a row end up competing with each other
- hashtag stacks add nothing
- bookmarks are still worth 0
- 48 hours in, For You is finished with a post
Amazing to see @Bullshot911 raise $7.7M in this current market.
With Animoca Brands and P2 Ventures backing the project, plus $1M raised with @MindoAI.
Bullshot is building something interesting around AI agents, token creation, and on-chain trading.
If you’re into AI x crypto, go check them out: bullshot.io/
⇩
Bullshot has raised $7.7M
We’re grateful to our investors, partners, and strategic supporters for believing in our vision and backing what we’re building.
Bullshot is building the next generation of AI-powered on-chain infrastructure, bringing together token creation, trading, and autonomous AI agents in one ecosystem.
This milestone strengthens our commitment to building, scaling, and pushing the boundaries of what’s possible on-chain.
Thank you to everyone who is part of this journey.
We’re just getting started.
MIDWEEK ALPHA v.13
THE COLLATERAL RISK HIDING INSIDE TOKENIZED STOCKS.
Tokenizing a stock is one thing. Making it reliable collateral in DeFi is another.
On September 25, @aave launched its Equities Hub on Base, allowing eligible users outside the US to borrow USDC against seven Coinbase tokenized equities, with @chainlink providing price feeds.
The supported assets are $AAPLc, $AMZNc, $GOOGLc, $METAc, $MSFTc, $NVDAc and $TSLAc, representing Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla.
This connects traditional equities with onchain credit markets, but the pricing mechanism introduces a risk worth understanding before borrowing.
✧ WHEN PRICES STOP UPDATING
Aave operates 24/7, while its tokenized-equity price feeds operate 24/5.
During weekends and US market holidays, feeds retain their last published prices. The lending market stays active, but collateral valuations may not reflect new market information. Interest continues accruing on outstanding loans.
✧ HOW LIQUIDATION CAN BECOME A PROBLEM
Imagine borrowing USDC against $NVDAc before Friday’s market close, then unexpected news pushes Nvidia’s expected value lower over the weekend.
The collateral valuation may remain unchanged until the feed resumes. When a new price arrives, the borrower’s health factor could fall, potentially triggering liquidation.
Liquidators must sell the collateral to recover the outstanding debt. If liquidity is thin or the executable price is lower than expected, the proceeds may not cover the loan, leaving the market exposed to bad debt.
This is a potential stress scenario, not evidence that Aave has suffered such a loss.
✧ THE ALPHA: DON’T BORROW AGAINST THE LAST PRICE ALONE
A collateral position can look healthy at the last reported price and become vulnerable when the market reprices.
Borrow below the maximum loan-to-value limit, leave enough collateral to absorb a sharp decline, and keep funds available to repay debt or add collateral. A larger buffer reduces liquidation risk, but it cannot eliminate oracle delays or poor exit liquidity.
For DeFi, this is the wider lesson: accepting traditional assets as collateral requires protocols to account for market hours, price-feed behavior and the liquidity available when positions must be liquidated.
The value of the underlying asset matters. So does the system used to price and sell it when conditions change.
This is my opinion based on the data I’ve reviewed, not financial advice.
MIDWEEK ALPHA v.14
THE TOKEN UNLOCK METRIC MOST TRADERS IGNORE.
A $100M token unlock does not automatically mean $100M in selling pressure.
But looking at the dollar value alone can hide the real risk.
The question is how much new supply the market may have to absorb relative to the liquidity available to buyers.
✧ THE SUPPLY ABSORPTION TEST
Before treating an unlock as bullish or bearish, I would check three things.
UNLOCK SIZE VS. CIRCULATING SUPPLY
A $20M unlock means something different when it adds 1% to circulating supply than when it adds 10%.
The percentage tells you how much the available supply could expand. The dollar value alone does not.
UNLOCK VALUE VS. DAILY TRADING VOLUME
Compare the unlock’s estimated value with the token’s typical daily spot volume.
If the unlock is equivalent to several days of trading, the market may need sustained demand to absorb selling without significant price pressure.
This is only a stress-test proxy. Trading volume includes both buying and selling, and unlocked tokens are not necessarily sold.
ACTUAL MARKET DEPTH
Reported volume can look impressive while liquidity near the current price remains thin.
Check order-book depth on major exchanges and liquidity in the relevant DEX pools. Estimate the price impact of the trade size you could realistically need to exit.
That is closer to the real question: how much can the market absorb before your execution price deteriorates?
✧ WHY THIS MATTERS
An unlock calendar tells you when tokens become available.
It does not tell you who will sell, how much they will sell, or whether new demand can absorb the supply.
Those are separate variables, and confusing them leads to weak trading decisions.
My approach is to compare the unlock with circulating supply, test it against genuine trading activity, and inspect executable liquidity before deciding whether the event matters.
The date is the starting point. The market’s capacity to absorb the supply is what deserves deeper analysis.
This is my opinion based on the data I’ve reviewed, not financial advice.
Is $HYPE about to break its ATH?
ICE, the company behind the NYSE, is partnering with @tradexyz to bring 24/7 perpetual futures to the US using @HyperliquidX infrastructure, subject to regulatory approval.
The planned markets cover stocks, indices, commodities, FX and crypto.
Here’s what makes this worth watching:
⊹ @tradexyz says its Hyperliquid markets have processed over $650B in cumulative volume in just over a year.
⊹ ICE is making a strategic investment in trade[XYZ].
⊹ Stan Druckenmiller is joining as an investor, while Elon has also drawn attention to the announcement.
This is a significant step toward connecting traditional financial markets with onchain trading infrastructure.
For $HYPE, I’m watching its previous ATH around $97.98. A decisive break above that level could put it into price discovery, but the announcement alone doesn’t guarantee a breakout.
Price action, volume and open interest will tell us whether buyers have enough strength to push it higher.
The institutional interest is getting harder to ignore. Now the chart needs to confirm it.
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States.
In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch.
We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress.
ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid.
Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it.
ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one.
We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them.
To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story.
Anything. Anytime. On ICE[XYZ].
$34.1B IN REAL-WORLD ASSETS IS NOW ON-CHAIN. HERE’S WHAT HAPPENS NEXT.
I checked the October 30 @DefiLlama RWA dashboard, and the gap between tokenization and DeFi adoption is worth looking at.
↳ $34.092B total on-chain RWA AUM
↳ $30.689B active RWA AUM
↳ $4.316B DeFi active TVL
↳ $510.43M added over 30 days
DeFi active TVL grew approximately 13.4% monthly, representing around 14.1% of active RWA AUM.
⊹ THE PROTOCOLS CONNECTING RWAs TO DEFI
▹ Lending: @Morpho ($891.2M), @KaminoFinance ($425.4M), @aave ($378.3M) and @eulerfinance ($96M).
They provide lending markets, allowing eligible assets to support borrowing and capital allocation.
▹ Institutional credit: @GrovedotFinance ($395.1M).
Grove connects capital with institutional credit and financial strategies within the Sky ecosystem.
▹ Yield trading: @pendle_fi ($363.5M).
Enables users to separate and trade principal and future yield exposure.
▹ Stablecoin infrastructure: @fraxfinance ($96.7M).
Provides stablecoin infrastructure supporting liquidity and settlement.
▹ Decentralized trading: @Uniswap ($77.2M).
Provides exchange infrastructure for trading eligible tokenized assets.
▹ Institutional lending: @aave Horizon RWA ($122.6M) and Aave V4 ($90.1M).
Horizon targets institutional RWA lending, while V4 introduces a new lending architecture.
These figures represent tracked RWA-related DeFi TVL, not total protocol TVL or revenue.
⊹ THE ISSUERS MATTER TOO
According to @RWA_xyz’s October 29 asset-manager data:
↳ Tether — $3.029B
↳ BlackRock — $2.874B
↳ Franklin Templeton — $2.685B
↳ Circle — $2.374B
↳ Amundi — $2.124B
↳ Paxos — $1.796B
↳ Maple — $1.243B
↳ Blockchain Capital — $940.1M
↳ Anemoy — $899.3M
↳ JPMorgan — $890.8M
↳ WisdomTree — $784.5M
These figures cover different tokenized financial products, including Treasuries, private credit and other assets.
The opportunity goes beyond issuing tokens. It lies in making eligible assets usable, liquid and economically productive.
I’d focus on actual usage, liquidity, protocol revenue and whether that value reaches token holders.
Tokenization brings assets on-chain. Utility drives adoption. Sustainable economics create lasting value.
This is my opinion based on the data I’ve reviewed, not financial advice.
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