Taking $HOTAIR into my own hands

Day 26 reminding you how underpriced @ORE is. Holders revenue vs FDV ⛏️⛏️⛏️ Reserve now at 30k!

$AAAVE is live on Base. paired with AAVE every trade pays holders in AAVE LP can't be pulled max wallet 7% this is not Aave. this is the token that pays you AAVE. basestonk.io/tokens/0x229876… CA: 0x229876370d219875fae0328ae35d6b38b88b8222

Let me share some interest stats. Current payout for solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR is based on 21.5M trading volume. Current volume for $pepe, which has already died down, is 180M. Think about this difference and see if your thesis holds

Leading cashback coins. I think cashback coins will be the biggest winners this cycle A gold pair - $CETS An ETH pair on RH - $Moon A BTCB pair - $Flork (I've had a go at a few, but this one seems strongest) A Zcash pair - $Zcat (New but a Zcash pair on Solana makes sense)

2 days ago I posted about why the Open USD selloff in $CRCL was the wrong read. That banks launching a competing stablecoin was actually the thing that legitimizes the entire category, not the thing that kills Circle. Then this happened. The Office of the Comptroller of the Currency, the same federal agency that charters JPMorgan, Bank of America, and every major national bank in America, just approved Circle to establish its own national trust bank. Legally named First National Digital Currency Bank, N.A. Doing business as Circle National Trust. This is the thing I was trying to describe in my last post but couldn’t name yet because it hadn’t happened. The process of Circle becoming indistinguishable from regulated banking infrastructure just completed its most important step. Before today, Circle operated under a patchwork of state money transmitter licenses, 50 different regulatory frameworks, 50 different compliance requirements, 50 different counterparty risk assessments every institutional investor had to run before touching USDC. That friction is exactly why conservative institutional capital has stayed on the sideline. That friction is now gone. One federal charter. Direct OCC oversight. The same legal framework that governs the most trusted custodians of institutional capital in the country. And then there’s what comes next. Compass Point expects Circle and Coinbase to renew their USDC partnership in August, the single biggest valuation overhang on this stock right now. Nomura just announced a partnership to launch instant FX settlement in Japan using USDC by 2027. Standard Chartered became the first Global Systemically Important Bank to offer USDC minting and redemption to institutional clients. BNY Mellon already lets clients hold USDC in custody. JPMorgan. Standard Chartered. BNY Mellon. Nomura. Coinbase renewal pending. The banks didn’t launch Open USD to kill Circle. They launched it to get a seat at the table in a category Circle built. And Circle just pulled so far ahead on the regulatory infrastructure race that the competition has to work significantly harder to catch up. 2 days ago I said the banks validating stablecoins was bullish for Circle. And now the federal government made Circle a bank. That’s the follow up I didn’t know was coming lol.

Trust the process

1/ @tigfoundation just dropped Prometheus. Most people don't understand what makes this genuinely different from anything else out there. This isn’t “AI agents collaborating.” It’s something much bigger Let me break it down 🧵

What drives me everyday is the want to prove those who say - "Token is a burden and token should be considered equity" I want to set $REPPO as the example that is given out. Not just buyback and burn. That's cool but not that innovative in 2026. Can you convince someone to lock to get something useful? Projects that did it for compute saw flywheel value accrual to the token! It's hot on @base rn! We aspire to do the same for AI training data. Not " AI agents pay for data using $REPPO". No. That's cope and most likely they will pay in ETH. pretty sure. We have no aspirations to be the currency of exchange. $REPPO is built around access. You want to come and enjoy what our economy has to offer? Great $REPPO needed and it's all being abstracted away using intents. AI agents buy $REPPO, lock it, and get access to Reppo's RL environments where they learn, practice, grow. Longer the lock, longer the gym membership. We improve the equipment, Agents and robots come train. That's the vision. Regardless of what anyone tells you, you can design an economy around the token while still benefiting from speculation + pursue revenue on-chain. Stop selling narratives. Start accruing value to your token!

One of the best bets on the AI agents and vibecoding trends is still @clanker_world

$gray chart shows a lost of all support. looks like buybacks isn't helping. I am rekt in my $grad bag