The highest form of wisdom is to know when to play or stay away. @Virtuals_io & @RobinhoodCrypto Contributor For collab: https://nitter.gq/t.co/k17xWC6h1O
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I believe @Solana has always been the starting point for major on-chain trends before they explode across the wider market.
– It happened with memecoin launchpads through @Pumpfun.
– It happened again with tokenized stock memecoins through @LaunchonSF.
Now, I am becoming increasingly convinced that the next major wave will be AI Agents and AI Agents connected to tokenized stocks through @Clawpumptech.
I also noticed that @ConejoCapital, the founder of Clawpump, recently spoke with Toly, the co-founder of Solana.
Hopefully, they are cooking something major for the Agentic Economy on @Solana.
To help you navigate the ecosystem and avoid missing potential opportunities, I have mapped some of the most notable projects across the @Clawpumptech ecosystem by category:
– Breakout Unicorns: @squire_bot and @SelfMadebySP3ND
– Infrastructure: @Hyre_agent, @saidinfra, @Shin_StAItion, @FUDmarkets, @usemonark, @Clawville_World and @aeviaprotocol
– Community Operators: @clawhunterso, @HyperBullSol, @pump_rpg and @tipansem
– DeFi Power Traders: @penguinxbt_, @OculaDEX and @corinedotin
These are only some of the standout tokens that have successfully bonded on @Clawpumptech.
The Clawpump ecosystem still has many potential unicorns preparing to launch.
The Agentic Economy on Solana may only be getting started and @Clawpumptech is the pioneer of Agentic Economic on Solana.
DYOR and NFA.
Dracule Mihawk retweeted
Shorted $SOL on @NolusProtocol expecting more downside.
I chose spot margin over perps recently for tighter risk control:
• Fixed rate locked
• Partial liquidations + MAG instead of full wipe
Have a good weekend fam.
Club football is on pause, and I’m back on @Bagel_win with a Nations League A combo.
My picks:
– Germany to win
– Netherlands to win
1. Serbia vs Germany
Germany travel to Serbia, who are still winless in League A and look all but headed for League B next season.
With a full-strength squad, I’m backing Germany to win comfortably and keep their hopes of taking the second qualifying spot in Group 2 alive.
Score prediction: Serbia 0–3 Germany
2. Netherlands vs Greece
Greece are in good form, but I’m backing the Dutch at home. I think the winner will be in a strong position to qualify, while the loser will likely have to battle Germany for a spot.
Score prediction: Netherlands 2–1 Greece
- Join @bagel_win with me: bagel.win/?ref=MIHAWK
- Usecode: MIHAWK - redude 10% fee for prediction
DYOR and NFA.
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The way I hunt memecoins on @Solana has completely changed since I started using the @GeckoTerminal mobile app.
Here’s how I use it:
– I save the tokens I care about to my watchlist, so I spend less time scanning charts.
– I check Trending Categories to see which memecoin narratives are heating up.
– I track activity across 100+ chains to spot where liquidity and trading volume are picking up.
Having all of that on my phone makes a big difference.
I can check what’s moving, see which narratives are gaining traction, and decide which setups are worth a closer look.
Watch the full clip to see how I use @GeckoTerminal to hunt smarter and make better trading decisions.
DYOR and NFA
$BTC slipped below $69K today, and the reported liquidation numbers over the past 24 hours were brutal:
– $1.65B in total liquidations
– $900M in $BTC longs liquidated
– Largest single liquidation: a ~$31M long on @HyperliquidX
What caught my attention was that @NolusProtocol reportedly saw almost zero full liquidations.
Its partial liquidation mechanism works like this:
– The protocol sells only enough of the position to bring its loan-to-value ratio back to a healthier level typically from around 90% to 83%. The rest of the position stays open.
– No liquidation penalty fee.
I think that’s one of Nolus biggest advantages in a rough market. Partial liquidation can still mean selling part of your position, but it gives the rest a chance to stay open.
That’s why I’m keeping Nolus on my radar for hedging and earning yield on assets I plan to hold.
@NolusProtocol also listed two new assets this week – $BP and solana:Xsv9hRk1z5ystj9MhnA7Lq4vjSsLwzL2nxrwmwtD3re. Both are available through its new Buy Now, Pay Later feature.
If you’re bullish on gold, solana:Xsv9hRk1z5ystj9MhnA7Lq4vjSsLwzL2nxrwmwtD3re gives you a way to get exposure without paying the full amount upfront.
DYOR and NFA.
I hunt memecoins on @Solana, and the @GeckoTerminal mobile app has made that a lot easier.
I can build a watchlist in a few taps and track the tokens and narratives I care about from my phone.
I put together a fresh watchlist this week.
I’m mainly watching two narratives: GTA VI is getting plenty of attention and I’m looking for the momentum around $MIHAO to spill over into other cat memes.
My GeckoTerminal watchlist this week:
– $PAWS: “Paws at you” is simple, catchy, and easy to meme. I also like the bullish structure on the daily chart.
– solana:B4v7fATuSdtNsJximsbLXZ5wMenSvujfED71xe5ZxrPk: A depressed cat with a beer and a cigarette. With retail getting worn down by this market, I think the meme could catch on.
– $NIO: This one made my list on the chart alone. The 3D setup looks bullish, and I’m watching for a breakout.
– solana:6FhVPctYg363pQbs4iSvqyHe2cJzfsvFD96gePy6pump: A mobile app built for memecoin trading that turns tracking holders and their PnL into something that feels like a game.
– $MACCA and $WASTED: Two GTA VI memes I’m tracking. If the game drops on November 19 as expected, I think the launch could bring more attention to both.
How I build my watchlist:
– Start with the memecoin narratives getting attention right now.
– Look for a market cap above $1M.
– Check whether the daily and 3D charts are still holding a bullish structure.
I like that @GeckoTerminal supports multiple chains and keeps the app easy to navigate, even if you’re new to hunting memes.
Once I’ve built my list, I set alerts and get on with my day.
When one goes off, I check the chart and decide whether there’s a trade.
DYOR and NFA.
🔥 GT Watchlist Giveaway, WEEK 2!
$100 in stables and a SWAG pack are up for grabs every week till the 3rd of December.
Here's how to enter:
🟣 Like this post
🟣 Create your watchlist on the GT app
🟣 Reply below with a screenshot + link to your watchlist
We bullish or nah?
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I’ve been digging into November’s funding rounds, and @deca_labs caught my attention.
Their pitch is simple: test whether people want your app before you build it.
DECA Labs is an AI agent-led software commercialization network built on @Base.
Builders submit an idea, DECA tests whether there’s demand, and if it passes, DECA helps build and market the product.
As AI makes writing code cheaper, picking the right thing to build becomes the hard part. DECA starts with market demand and works backward:
– Ideation: AI agents scan app reviews, forums, funding rounds, job posts, and search trends to spot gaps in the market and score ideas.
– Validation: DECA tests ideas with real users through landing pages and ads for around 10 days. Each test has a threshold set upfront say: 150 signups. Miss it and the idea stops there. Hit it and the idea moves forward.
– Development: DECA builds the products that pass the demand test.
– Distribution: Distribution partners and creators help bring the product to market, with creators paid in $USDC.
The early numbers caught my attention too:
– 100K+ people on the waitlist
– 50K+ market signals analyzed by agents
– 80K+ monthly users across the first wave of
products
– Products built and launched for Balmain, Crocs, and Smiley, generating around $1.5M in gross revenue to date
– Tens of thousands of ideas submitted
I think @deca_labs could change how crypto builders get products off the ground. A demand test can save teams from spending months on an app nobody wants.
It also gives the products that pass a better shot at finding product-market fit and connects teams with creators who can help get the word out.
That’s why I’m keeping @deca_labs high on my @Base watchlist.
If this process keeps working, I think some of the best apps on Base could come out of it.
DYOR and NFA
Dracule Mihawk retweeted
> @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?
My plan played out again.
My members are printing on their $ARB and $BONK shorts.
Now let’s see where $BTC lands – $68K or $64K?
I’m holding off on buying dips or accumulating anything here.
Want to trade with me? Shoot me a message here or DM me on TG: @Mihawk_Research.
DYOR and NFA.
The market looks rough right now. I think $72K is the key level for $BTC.
If $72K fails to hold, I expect $BTC to head toward $64K–$66K. I’m holding off on buying dips or adding to any spot positions here.
I’m still mainly shorting weaker alts – $ARB, $CC, $ZRO, and $ZEC.
I think patience is the best move right now.
If you want to trade alongside me, check the link in my bio.
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If I had to pick the #1 project in the @Injective ecosystem, I’d go with @HelixMarkets.
Helix is the “Everything DEX” – spot crypto, perps, and TradFi markets in one place:
– Spot and perpetual futures: Leverage typically ranges from 10x to 50x, depending on the market.
– RWAs and iAssets: Markets tied to U.S. stocks like $NVDA, $AAPL, $META, and $TSLA, plus commodities, FX, AI indices, pre-IPO names like OpenAI and SpaceX, and even NVIDIA H100 GPU rental prices.
– Trading experience: One interface, an onchain order book, near-zero gas fees for users, sub-second finality, maker rebates, and support for wallets like Keplr and MetaMask.
Helix shoulders much of Injective’s onchain spot and perp volume. Here are the numbers I’m looking at:
– Helix 30-day perp volume: ~$1.16B
– Helix users: 143K+
– $INJ permanently burned across Injective: 7.29M+
I think how much @Injective grows onchain depends heavily on @HelixMarkets. Here’s why:
– Volume → fees → burns. Takers typically pay 0.05%, while makers can earn rebates. Roughly 60% of trading fees go into the auction and buyback mechanism, where winning bids paid in $INJ are permanently burned. More volume can mean more fees and more $INJ burned.
– More trades → more onchain activity. Spot and perp orders run through an onchain order book. As more traders use Helix, that can drive more transactions and active addresses across Injective.
– RWAs bring in a different crowd. Stocks, pre-IPO markets, and commodities give traders outside crypto a reason to show up.
That could make volume more durable and give users more reasons to bridge assets, stake $INJ for fee discounts, and explore other Injective dApps.
That’s why Helix is my #1 on Injective.
Its trading activity generates fees, helps feed the $INJ burn mechanism, and gives users a reason to keep coming back onchain.
DYOR and NFA.
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. @Solana is already one of the leading chains for RWAs and tokenized assets. Here’s the snapshot I’m looking at:
– Distributed RWA value: ~$5.13B
– Tokenized assets: 3,500+
– RWA holders: ~1M–1.02M
– 30-day transfer volume: ~16B–16.5B
– Share of onchain RWA spot activity: ~32% of volume and ~47% of trades
Equities and Treasuries account for much of the value and volume, but the range of assets is what caught my attention.
I’ve put together a watchlist that goes from tokenized stocks to uranium, Hot Wheels, and even beehives.
1. Tokenized equities – the strongest category by volume
– @xStocksFi: One of the early movers in tokenized stocks.
– @Ondo: A broad catalog of 400–450 stocks and ETFs.
– @Securitize: Tokenized stocks that can carry shareholder rights such as dividends and voting, depending on the offering.
– @SuperstateInc: Tokenized public equities and funds, including its Opening Bell platform.
– @Backpack: Pre-IPO exposure and names to watch like $TSLA and $SPCX.
2. Beyond equities – the more unusual corners of Solana RWAs
– @Collector_Crypt: A leading platform for tokenized collectibles.
– @onrefinance: Bermuda-regulated tokenized reinsurance, with ~$300M in AUM and an estimated 10–12% yield from insurance premiums.
– @Parcl: Real-time markets tied to housing prices.
– @BAXUSco: Fine spirits held in vaults and represented by NFTs that can be traded or used as collateral.
– @DGLD_Official: Onchain co-ownership of allocated Swiss gold.
– @uraniumdigital_: Building a spot market for tokenized physical uranium.
– @ripcars: A Hot Wheels gacha platform.
– @JurassicFi: Bringing rare assets onchain.
– @hivebits_io: Tokenizing beehives on @Solana.
I think @Solana has both the infrastructure and the dApps to become crypto’s hub for tokenized assets.
Fast settlement, low fees, and the ability to trade around the clock make a strong case for institutions to build there.
That’s why I believe RWAs on Solana could take off soon.
DYOR and NFA.
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The market looks rough right now, but I still believe things can turn around in 2027.
One reason I’m keeping that conviction: @Polychain recently backed three projects that raised nearly $73M combined. Here’s what caught my eye:
1. @Index_inds – $50M raised
Index Industries is building infrastructure to change how people access and invest in real estate.
It’s also developing @USHP_Official, a liquid index product designed to track the U.S. housing market.
2. @marblegroupxyz – $11M raised
Marble is bringing capital and liquidity to frontier markets. Its focus spans digital assets, RWAs, prediction markets, compute, and private credit for AI infrastructure.
The target audience is large financial institutions, with products built around their capital and liquidity needs.
3. @deca_labs – AI agents commercializing software on Base
Deca is building an agent-led network that helps turn software into products people can buy and use.
– 100K+ people on the waitlist
– 80K+ monthly users for its first product
– Built products for brands including Balmain, Crocs, and Smiley
– ~$1.5M in gross revenue to date
I read these Q4 bets as a sign that @Polychain is still bullish on AI and RWAs.
From U.S. housing exposure to private credit for AI infrastructure and agents that help sell software, these are the areas I’m watching heading into 2027.
DYOR and NFA.
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We’re in a bear market, so I’ve closed all my spot positions.
I’m looking for weak alts to short. Here’s my first signal on X:
– SHORT $BONK
– Stop-loss: $0.002805
I think we’ll see $BTC in the $68K–$71K range soon.
If it gets there, I expect the broader altcoin market to turn bearish too. Let’s see how it plays out.
if you want more signal and trade with me, click on my bio.
DYOR and NFA.
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Dracule Mihawk retweeted
stocks just met memecoins.
launch a token priced in $TSLA, live on solana mainnet.
corine forge:
→ quote your launch in tokenized stocks (TSLAx, NVDAx, SPYx…)
→ anti-snipe fee that melts 50% → 1%
→ graduates into a compounding meteora pool
→ conviction pool: supply locked onchain in a sell ladder
every tx simulated against mainnet before you sign.
launch it. lock it.
corine.xyz/forge
Dracule Mihawk retweeted
Futures without liquidation are live.
Long or short with leverage, like a perp, with no liquidation line. A wick can't close your trade.
You close it when you want, or it settles on the expiry you choose.
Next week: a trading battle on it. $2,000 prize pool.
I was seriously impressed when @Index_inds raised a $50M seed round backed by some of crypto’s biggest names, including @Polychain, @galaxyhq, and @wintermute_t.
After digging in, I understood why it got so much attention.
Index Industries is building infrastructure for a global real estate market worth more than $300T, combining daily index data, tokenization, and services for real estate and capital markets.
The product that stood out to me in the video was $USHP, which Index Industries co-founder Josh Rosenthal talked about.
– $USHP Index: A proprietary U.S. home price index calculated daily by combining data from major housing indices into a single national benchmark.
– $USHP: A liquid index product that tracks that benchmark. The issuer is USHP Limited, a BVI company under the Cayman-based USHP Foundation. Index Industries provides the technology and infrastructure.
– Rollout: The plan is to launch on @ethereum in 2026 and expand to @solana in 2027.
– $USHPi: A yield-bearing version with a long-term target of around 6% APY, sourced from income on the reserve assets.
– Backing and DeFi:The product is designed to be backed by housing-related reserve assets, with a portion of the reserves set aside for liquidity to help keep the price close to the index.
It’s also designed for use in DeFi, including lending and yield protocols.
I think @Index_inds could do for U.S. housing what indexing did for stocks: make it easier to get exposure to an entire asset class through a single liquid product.
We’re thrilled to announce coming out of stealth with a $50M raise to transform how the world accesses real estate markets.
Real estate is the largest asset class in the world, worth $300 trillion, so why hasn’t it evolved with the rest of finance? It remains one of the hardest to access, both directly and through traditional financial products.
The first application of Index Industries’ technology is @USHP_Official: a first-of-its-kind liquid, investable index referencing the U.S. housing market.
The U.S. housing market finally has a ticker.
Dracule Mihawk retweeted
Alright, chat, time to address sensitive questions before y’all start guessing
1⃣Wait , are you guys an AI company now?
No. MEGA is a crypto-native company, and proudly so. Inference is the market we are entering, but the way we win it is through crypto technology and ideology.
There’s an artificial wall in crypto people’s minds about AI. It seems that if you are solving AI’s problem, you are betraying crypto. We reject that artificial boundary.
Inference is going to be the largest market in the world, and we believe crypto’s core tools are the best answer to AI’s biggest ones: fairness and access.
2⃣Okay, fine, explain to me why a crypto infra company is capable of solving AI Inference
Building MegaETH taught us something bigger than blockchains: across the largest markets, there are prevailing assumptions that lead end users to pay more than they should. Blockspace was one of those markets.
We are system researchers/engineers from Stanford Platform Lab, MIT CSAIL, and Harvard SEAS. We enjoy pushing markets toward their end state, and did it once with blockspace by breaking the norm and running a powerful centralized sequencer. Today, no one, literally no one, mentions decentralized sequencers anymore.
We were able to come in, measure where the waste was, find that the limit was a design choice, and engineer past it (very much against the “consensus”).
Over the summer, when we shipped Mega, the chain, we lifted our eyes and looked for the next ambitious problem set worth solving. We discovered, delightfully, that blockchain and cryptography can be applied to solve inefficiency in the rapidly growing inference market
We realized that staying a chain-only company felt wrong and would have meant ignoring the biggest opportunity in front of us.
Therefore, we decided to expand our mission and restructure to match it.
3⃣ Final question, what’s launching in December?
We are launching a globally competitive inference market to the public in Dec 2026.
Today, we commit $30 million to build new products on MegaETH, starting with AI inference.
mega.holdings
BLAST Rivals Hong Kong is underway – eight teams are battling for the CS2 title.
I’m locking in my outright picks on @Bagel_win.
Vitality and MOUZ are among the favorites, but I’m backing FURIA and Falcons as dark horses to lift the trophy.
– FURIA – around 10% implied odds, with a potential 11x payout
– Falcons – around 11% implied odds, with a potential 10x payout
With the crypto market looking rough, I’m keeping an eye on CS2 this week.
A potential 10x–11x payout caught my attention, and I think both teams have a shot at making a run.
Join @bagel_win with me: bagel.win/?ref=MIHAWK
Usdcode: MIHAWK - redude 10% fee for prediction
DYOR and NFA.
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Dracule Mihawk retweeted
Introducing Marble.
We’ve raised $11M in seed funding led by Polychain Capital to build institutional trading and AI infrastructure finance.
Looking for liquidity, financing or capaciy—or want to help us build? We’d love to hear from you!
marblegroup.xyz
Introducing Marble.
We power the world’s frontier markets with capital and liquidity.
◐ Marble Markets: institutional trading across digital assets, real-world assets, prediction markets and compute
⊞ Marble Compute: institutional private credit for AI infrastructure
$11M seed led by @polychain
prnewswire.com/news-releases…
24 HOURS OF @ENTER_ELYSIUM MAINNET
The first 24 hours are in the books. I’m breaking down the numbers that stood out across the Elysium ecosystem.
– Total volume: $270M
– TVL: $7.8M
– Total transactions: 6M
– Active projects: 70+
– Tokens launched: 100K+
Top tokens by trading volume
– $AI – $141M
– $KNTQ – $22M
– $MONTRA – $12.6M
– $BOXA – $8.6M
– $E/acc – $7.2M
Projects leading by active users
– @Uniswap – 21K users
– @AscendLaunch – 11K users
– @Fomo – 4.6K users
– @TheKleos_ – 1K users
There’s already plenty of debate about the memecoin pump-and-dump action on @Enter_Elysium.
I’m still waiting to see which projects launch next and what they can add to this L2’s infrastructure.
It’s day one. We’re just getting started.
