Principia Research

Beyond the big-name integrations, which early Elysium projects are worth watching? We picked six ecosystem-focused names from our 48-project landscape—starting with upcoming launches, then projects already reporting activity. @Bunnypadfun
One-transaction token launches without seed liquidity. The team says pools are permanently locked and launch is scheduled for Nov 9.
Watch: public opening and the first token launches. @Pindar_finance
Splits Hyperliquid funding rates into fixed and floating components. The team plans to launch on Elysium’s first mainnet day, with $PINDAR launching through Ascend.
Watch: product availability and token-launch details. @kalosfun
NFT marketplace + token DEX. The team reports its NFT collection sold out, with an airdrop planned for Nov 9.
Watch: whether initial NFT attention converts into trading demand. @oxleydotfun
Auction-based fair launches rather than another bonding curve. Recently announced Furge bidding tools, alongside leaderboards and wallet tracking.
Watch: mainnet opening and how its auction format performs. @elysium_machine
4,444 ERC-404 machines that can be activated to receive fee rewards. The team reported distributing 120 HYPE in the first 30 minutes, with price moving from roughly 0.0141 to 0.40 HYPE.
Watch: whether trading and fee revenue persist beyond launch excitement. @ronspadfun
Token launches, trading and bridging in one interface. The team says it went live Nov 2 and subsequently reported ~$586K in cumulative volume and 23.4% of supply burned.
Watch: fresh launches and ongoing volume—not just cumulative totals. A watchlist, not an endorsement. DYOR.

daily early projects ◼️ @isometricfi — Options that trade like perps: advertised exposure up to ~1,000x, no early liquidation, settlement based on the expiry price. On Arbitrum Sepolia testnet; featured in Arbitrum Autumn. @swishdotcash — Private USDC/SOL transfers on Solana via X handles or claim links, integrating Privacy Cash, MagicBlock and Umbra. Selected for Adevar preaudit support. @coldstar_sol — Turns a USB device into a Solana offline signer. The project says keys exist only briefly during signing. New website live; Web/iOS release status still unconfirmed. @treasures_io — Aggregates tokenized-stock quotes across issuers and chains, routing trades from USDC. Recently launched its Signals API for AI agents. @MentionedMarket — Trade on whether a word gets mentioned during livestreams, podcasts or earnings calls, with USDC settlement on Solana. Selected for Adevar preaudit support. @bitrepo_xyz — Building around BTC-backed borrowing and credit allocation. Selected for Base Batches 004; Demo Day scheduled for November 18. @FairHatch — A fair-launch platform on Robinhood Chain, advertising equal-start access, liquidity locking and anti-bot mechanics. Public testnet live. @staycloakedxyz — One wallet, a fresh address for each payment received, with private transfers through Privacy Pools. Browser extension available on Ethereum, Base and Optimism. Verify before you ape.

喜欢 Cos Claude 是吧？现在终于有办法治你了 @OpenRouter @Kimi_Moonshot @deepseek_ai Athropic开源了 FlashProve：用 zk技术证明这串 token 是某组已承诺权重跑出来的，你点的是哪个模型，回来就得是哪个，权重本身还不泄露，每次验证只需要消耗少量的本地算力。 @zksync @Starknet @0xPolygon 验证了这么多年终于该验证这是不是真的claude了。AI 时代可证伪性越发重要，Proof Chain 蓄势待发。@ellazhang516 @yzilabs

daily early projects ◼️ @usecowboy – app store for AI agents from ex-Uniswap / Snap leaders. agents run sandboxed, creators get paid; Cowboy Chain testnet live ↳ $5M seed · Nov 4 · acct 9mo @fablesfi – market-aware ve(3,3) DEX on Uniswap v4, live on Robinhood Chain. 2nd in the RH Chain track at Arbitrum Founder House SG ↳ $30K prize · Nov 2 · token live @covrdotfun – pick a price and a date, get upfront yield: covered calls + cash-secured puts on Solana. Adevar preaudit winner ↳ preaudit grant · Oct 27 · waitlist @Stature_finance – onchain stocks for everyone on Solana. won 1st in the Colosseum × Superteam TH AI side track, then shipped MM support ↳ 🥇 side track · ~Oct 30 · acct 2mo @BranchpointXYZ – split any asset into one version per outcome, then trade and lend inside each branch. priced worlds, not bets ↳ testnet · Oct 23 · closed beta @unlloo_protocol – uncollateralized USDC/USDT/DAI loans: lenders bid under a max APR, onchain reputation decides who gets credit ↳ mainnet · Oct 21 · ~16d soft edge @tawffoundation – tokenizes sharia rural bank yields in Indonesia, with ZK proofs of where the funds sit. Arbitrum Founder House pick ↳ promising products 🥉 · Nov 2 @velloagents – AI clipper that cuts long videos into shorts, posts them everywhere and pays creators in USDC on Solana ↳ Superteam MY 🥈 · Oct 21 · ~16d soft edge verify before you ape.

daily early projects ◼️ @pocketpad_io – first collectible built to live in Apple or Google Wallet via ERC-8426. 2,500 seeds; rarity from watering, not RNG ↳ ERC-8426 · intro Oct 30 · acct 8d @SlopCash – open-source funding rail: projects list themselves, agents ship, maintainers merge. token auction opens today on Umia ↳ auction Nov 5–10 · Base (+ Orbio on RH) @AscendLaunch – Elysium / Hyperliquid launchpad. password gate removed so more users can stress-test ahead of Nov 9 mainnet ↳ open · Nov 4 · ElysiumEco hub partner (user pick) @Onlend_ – no-code infra to spin up custom onchain lending apps. out of stealth with Folks Finance as launch partner + Sherlock audit lined up ↳ out of stealth · Nov 3 @kovafinance – phone becomes a stablecoin till on Monad. free virtual Mastercard funded from your Kova balance; real PS Store spend already posted ↳ Dollar Card · Nov 2 · mainnet live @nuntiofinance – one shared dollar account for a team: people and AI agents spend AUSD under the same onchain budgets and caps on Monad @Heresprotocol – Solana crypto succession capsules: pick assets, recipients and a message; opens when conditions hit. Vaultline audit-grant winner ↳ Vaultline bounty · Nov 2 · MagicBlock Blitz 🥈 @PeganaHQ – Solana peg-risk oracle now open source. tracks 67 stables/LSTs with replayable state-transition receipts ↳ OSS · Oct 26 verify before you ape.

Daily Crypto Mindshare An unconfirmed $133M bank theft is now the loudest story in crypto, louder than election-night BTC. ◼️ Midterm-night BTC dip & rebound: 25.9% ◼️ Arkéa $133M theft (ZachXBT): 22.1% ◼️ Mercado Bitcoin ~$40M breach: 10.4% ◼️ IBIT / BTC ETF outflows: 9.4% ◼️ Tether 150K BTC claim: 8.2% ◼️ Binance deposits > withdrawals: 6.8% ◼️ Tether $1.5B USDT freeze: 6.3% ◼️ SEC / Canton Coin: 6.1% ◼️ Zcash above $1,200: 2.7% ◼️ Trust Wallet drains: 2.2% Security incidents (Arkéa, Mercado, Tether freeze, Trust Wallet) take 40.9% of matched posts. Loudest now: the alleged Arkéa theft hit 189 posts/h, up from 72 three hours earlier and 2.5x the midterm BTC chatter. The bank hasn't confirmed it. Holding into the afternoon: midterm BTC chatter at 75/h (peak 108), SEC/Canton at 11/h. Cooling: Mercado Bitcoin is down to 6/h from a 43/h peak, and Binance deposits to 5/h from 23/h. Should crypto move on an unconfirmed allegation, or wait for the bank to speak?

daily early projects ◼️ @crshmarket – livestream prediction markets on Monad, 60-second settlement. just raised a $3.5M seed led by 6MV ($4.3M total), claims $10M+ volume @eqxlabs – 1:1-backed tokenized US stocks & ETFs trading 24/7 on the Hyperliquid orderbook, 11 markets live, mainnet at Oct 26 @VexiProtocol – calls & puts on Robinhood Chain stock tokens and memecoins. no liquidation price, buyers can only lose the premium ↳ testnet · Arbitrum Founder House #2 (Promising Products) @KurtosisLabs – layer-by-layer risk ratings for onchain yield, pitched as fixed-income infra for institutions ↳ Arbitrum Founder House #2 (General, $40K) @LaunchOnPangea – one launch puts a token on SOL, Robinhood Chain, BSC, Base and ETH at once, with one price via LayerZero, live at Oct 21 @RuneCurve – Bitcoin Runes launchpad that wraps reserve-backed Runes onto Robinhood Chain bonding curves. custody UTXOs published ↳ meme pad · testnet · acct 11d old @IntelTrade – real-time intel terminal for Hyperliquid: track any trader or entity and catch market-moving news ↳ public access Oct 21 @Olive_Exchange – options, perps and expiry futures on Solana ↳ backed by Superteam KZ · Season 0 live (points) verify before you ape.

We tracked X post volume on 11 crypto events over the last 24h (3,898 matching posts). Where the attention went: The Binance hack aftermath still holds the biggest share: 36% across three threads. Deposits vs withdrawals (664 posts), Tether's $1.5B freeze (593) and Korea's cold-wallet order (159). But the single loudest event was Mercado Bitcoin's ~$40M breach: 1,118 posts, 29% of the total on its own. In the last hour it ran 33 posts/h vs 2 at the same hour yesterday. Rising into tonight: ◼️ Tether 150K BTC claim: 40 posts/h, the loudest hour of any event ◼️ IBIT / BTC ETF outflows: 25/h, 2x yesterday ◼️ Coinbase AI-agent trading signup: 9/h, 9x yesterday Cooling: Korea cold-wallet order (-79%), tokenized equities at $3.8B ATH (-60%). The Binance story is splitting into side plots while a new hack takes the headlines. Which one is still trending tomorrow?

X Layer added more tokenized RWA value than any other chain this week: +$111.7m in 7 days, to $387.6m. Ethereum still holds $5.42b, the most of any chain. Its drop came from prices, not exits: net flow onto Ethereum was +$73.7m over the same week. Data: data.principialabs.io/rwa/ch…

daily early projects ◼️ @ImperialPerps – every market, one solana terminal. tur30 istanbul stock perps just went live (up to 3×); armada books merged in. still code-gated closed beta ↳ seed $1.5m foundation capital @ $15m (oct 6) · points + gacha packs on @ultramint_xyz – anyone mints a prediction market and earns a cut of every trade. mainnet beta on base since nov 2 (waitlist/invite) ↳ built by @fermah_xyz (a16z csx) · quest rewards on @hyperloop_fi_ – lending with no liquidations: every loan opens with a maturity-matched put, priced into a fixed rate ↳ arbitrum founder house sg, robinhood chain track founder-in-residence ($60k) · nov 2 @pivotrade_xyz – long/short usdc on hyperevm with no liquidation; returns move with the pool, not margin calls. testnet live since oct 27 @gloamtrade – private stablecoin payments on public chains (robinhood chain + tempo). mainnet since oct 21; just plugged private funding into @motiongift + agent spend guards with @withveya @opacra_org – fair-launch privac L1 (monero-style crypto, no premine). testnet 3 live since oct 26; mainnet sun nov 8. @tracced_xyz – paste a solana token, mark the pump, see who bought before it and what they did next (tracced.xyz) ↳ superteam ukr demo day 3rd · oct 29 @worqenofficial – freelance marketplace with solana on-chain escrow + verified work history (usdc/eurc/usdt/sol). mainnet escrow since jun; 1k+ users ↳ ukrainian track 4th · oct 29 verify before you ape.

Tether's CEO says it owns ~150,000 BTC. Its publicly tracked reserve wallet holds 96,932. Gap: 53,000 BTC ($4.1B). No 8,888-BTC quarter-end buy has landed there since Dec 2025. The rest may sit with custodians. Still: verify, then trust. Should Tether show every address?

6 hours ago, Shaw was reverse-engineering Hyperliquid's closed-source node on GitHub with 50 contributors. Now: "It was fun before the lawyers got involved." Whose lawyers? 👀

daily github project ◼️ elizaOS founder @shawmakesmagic is reverse-engineering Hyperliquid's closed node on GitHub. 46 contributors in 6 days. Progress: 0 of 96 gates. The public API already shows: 27 active validators 5 Foundation nodes = 47.4% of stake Top 3: 36%, over 1/3. Decentralized enough? Track more -> github.com/lalalune/hyperliq…

Binance says withdrawals are back. We checked its coin list. 14 of 908 assets are withdrawable (1.5%). Yet those 14 hold 87% of its $127B tracked wallets. ~$16.5B still locked (USD1, LINK, NEAR...). Next phase: Tue. "Withdrawals resumed": fair, or is 1.5% the real number?

daily early projects◾️ tokenized stocks: 8 hackathon winners stocks are moving onchain. in the past 2 weeks solana (stocklana, 604 submissions) and bnb chain + binance wallet (bnb hack) both paid builders to ship stock products. the winners: @roster_fi – options on tokenized stocks: leverage with a known max loss, no margin liquidations ↳ stocklana 1st, $35k @XorrFinance – ai trading agents with chain-enforced spend caps, revoke in one tap ↳ stocklana 3rd, $15k @Cresco0m – spending rules for money that isn't fully yours (teen allowance, agent budget) ↳ stocklana 3rd, $15k moi (@ram_krish2000) – send a friend a real share as a link, they claim it with google ↳ bnb hack 1st @4lpha_agent – non-custodial marketplace for trading, lp and lending agents ↳ bnb hack 2nd + best agentic wallet redeye (@jennyoliver57) – an agent that trades your stocks while wall street is closed ↳ bnb hack 3rd, live on mainnet tare (@0xkiddok) – standing orders that check shares-per-token before every fill ↳ bnb hack 4th firstshare (@404nam3) – your first us stock from $1, warns you when the 24/7 price drifts from the ny close ↳ bnb hack 5th + best agent studio prizes, not raises. which one ships first?

We traced every swap on-chain. The dump is tiny so far. Swapped to BTC: 11,136 SOL (1.1%) Still unsold: 956,454 SOL (98.6%) 4 more attempts show "BLOCKED_WALLET" in Relay's API. When does the rest move?