AI. Former marketing lead at global Top 100 company. Crypto since 2018. Sharing strategies that actually work. All posts are NFA | DYOR.
Joined April 2012
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$QNT Q3 Recap 🔹
$QNT ran 343% in Q3, from $64.81 to $287.38, as U.S. and UK banks picked Quant to move tokenized deposits. It has since cooled to about $198. The real test is whether this bank infrastructure turns into network usage that keeps demand for $QNT going.
🔹 Banks and Payment Rails
On Jul 30, Quant Flow ran a multi-bank treasury rebalancing demo in the Bank of England’s RT2 Synchronisation Lab. Several banks’ legs settle together or not at all.
On Sep 24, The Clearing House picked Quant for its On-Chain Money Initiative. Quant will connect tokenized bank deposits to the RTP and CHIPS rails, and banks can join in the first half of 2027.
The same day, seven UK banks including Barclays, HSBC UK and Lloyds made the first live customer payments in tokenized sterling, on the GBTD platform Quant built.
🔹 AI Agent Payments
Quant joined the Linux Foundation’s x402 Foundation on Jul 14, the group setting the standard for AI agent payments.
The U.S. clearing house and seven UK banks both chose Quant in the same week. The question now is how much of that reaches the token.
Can $QNT hold its gains without usage showing up first?
I’ve always had trade ideas I wanted to test properly. The problem was that turning them into a real strategy meant writing code.
That’s the gap @minara closes. It’s an AI agent app for trading. You pick a basket, like their TradFi 30 with $NVDA, $MSFT, $GOOGL, $AMZN and more, choose a valuation factor and a profitability factor, and describe the logic in one line. The AI writes the code, you backtest it, and if it holds up you deploy it and run it live.
Their example on the TradFi 30 backtested at +428% total return.
Been looking for something like this that bridges AI agents and actual systematic trading.
A backtest isn’t a promise of future returns. But testing an idea on real data before putting money behind it is how it should work.
Not financial advice. DYOR.
Have a stock-picking idea? Turn it into a live strategy on Minara.
Pick a basket TradFi 30 ( $NVDA, $MSFT, $GOOGL, $AMZN and more), choose a valuation factor and a profitability factor, and describe the logic in one line. AI writes the code. The strategy backtested at +428% total return. You deploy, and run it live.
Trade like a pro:
10 crypto updates you missed last week, and the one number behind each.
🔹 Lido’s NEST buyback has been live since August and hasn’t bought a single LDO. A new proposal ties the threshold to a smaller ~$30M budget.
🔹 KuCoin’s AI Assistant 5.0 now spans research, Earn, trading and support. It helps you finish tasks, but it doesn’t invest for you.
🔹 Stripe’s Privy is bringing XRPL wallets inside everyday apps, for XRP, RLUSD and AI agent payments.
🔹 Ekubo’s private liquidity on Starknet hides the link to your main wallet for 2.5 STRK per transaction, but trades and positions stay public.
🔹 A proposal would let Aave V4 lend against BTC that never leaves Bitcoin, through Babylon vaults. It’s step 1 of 3 in governance.
🔹 Bitcoin Core 32 runs two fee estimators and uses whichever is lower.
🔹 42 funders seeded 32% of Arc’s 1.05M new wallets in its first month. Wallet counts are not people.
🔹 JUST burned another 170.7M JST, taking total burns to 19.01% of supply.
🔹 A new Quantum Alliance says quantum-ready crypto has to cover 5 layers, not just wallets.
🔹 24 bots took over one public test wallet 126 times in 14 hours after a meme coin sent it fees.
Which one matters most to you?
Notion agents used to quit after 5 minutes. Now they run for 24 hours.
Notion rebuilt its AI agents on Oct 19. Here’s what changed:
- 24+ hours on a single task, up from 5 minutes
- each agent gets its own computer and browser: open sites, fill forms, download files, and run code
- new “review for me” mode: a second ai model checks every action, and anything risky waits for your approval
- auto mode picks a model for each step; notion says it delivers results comparable to opus 5.5 and gpt-6 astra at about 90% lower average cost across 20+ common tasks
That last one is the real story. If it holds up, your credits go about 10x further.
The catch is that the 90% figure comes from Notion’s own tests. Nobody has checked it independently yet.
A new credit system also starts Nov 2 for existing customers. Business and Enterprise seats get 1,500 Standard credits and 500 Select credits a month.
The “work for days without supervision” agent is now built into a tool millions already use.
Altcoins are going to explode before the end of Q4
$TOTAL3 is around $784.57B on the weekly chart after bouncing from the $650B support zone.
That recovery stalled around $845B–$850B, and the pullback has brought it below the marked $800B shelf.
I'm cautious, but I want to see buyers reclaim $800B on a weekly close before expecting another push higher.
That would put $845B–$850B back in focus first, followed by the prior trading area around $890B–$910B if resistance clears.
The current weekly candle is still open, so this small bounce is not confirmation yet.
If $800B continues to reject price, I’d watch the recent lows around $750B, then the $730B area beneath them.
The $650B base remains the larger structural floor, but the immediate test is whether this recovery can regain $800B.
Cursor agents now handle 500 repos, and they load 5x faster doing it.
Cursor shipped a big cloud agents update on Oct 16:
- One environment can now hold up to 500 repos, so a single agent can work across all of them
- Large multi-repo environments load 5x faster
- New Environments API (beta): create, update, and delete agent environments in code instead of setting each one up by hand
- Cloud agents can build interactive canvases: ask for a dashboard or report while the agent works, then share it with your team via a link
The repo limit matters most for big companies. Real products are spread across hundreds of repos, and agents that could only see one of them were limited.
Coding agents are moving from editing a file to running whole projects.
$ETH just broke out!
I'm bullish for a recovery while price stays above that line, currently around $2,410–$2,420.
I’m watching $2,470–$2,490 followed by the larger $2,535–$2,545 resistance zone.
This is an early trendline break so I still want to see follow-through before calling a larger reversal.
Falling back below the line would weaken the breakout and bring $2,360–$2,380 back into focus.
For now, I’m watching whether buyers can defend the break and clear those nearby highs.
Dami-Defi retweeted
Really appreciate it Eddy, means a lot coming from you. Wouldn't it be cool if the wallet supported zcash too…? 😉
The best new private stablecoin wallet right now is @alcove_wallet. Nothing else is close.
- insanely fast (seconds, even for a cross-chain transfer)
- comically cheap (I'm seeing $0.38 on a $10k deposit)
- easy mobile UI, anybody can use
I think it's the next gen leader.
Dami-Defi retweeted
Caption
10 AI tool updates you missed last week, and every one of them makes agents a little more useful at real work.
🔹 Claude Code Review is GA. Reviews now take 6 to 10 minutes, down from about 20, with Quick, Standard or Deep modes for Team and Enterprise.
🔹 An Anthropic sales rep in Japan runs his day with six Claude agents that route leads, qualify them, draft replies in two languages and update Salesforce. He still reviews every email.
🔹 Codex now lets you steer a task while it’s running. Send a follow-up and it changes direction, or interrupt it and the running tool calls stop too.
🔹 DeepSeek opened its search engine as an API. Search and Fetch cost $0.75 per 1,000 successful calls each.
🔹 Gemini Skills let you save a workflow once and reuse it. The app rollout finishes by mid-November, but Workspace access is delayed.
🔹 Replit now deploys into your own cloud, with three options for enterprise customers.
🔹 GitLab’s MCP server is GA. Your agent can dig into a failed pipeline, read the logs and start a fix, all under your existing permissions.
🔹 Grok Voice 3.0 runs a voice agent for $4.80 an hour. Starlink says about 70% of its calls get resolved without a human.
🔹 Mirelo SFX 2.0 replaces a video’s soundtrack but keeps the dialogue, for videos up to 10 minutes.
🔹 Figma Specs give coding agents the full brief, not just screenshots. Open beta on paid plans.
Which one are you trying first?
Most people will use Meta Muse to save time. The real opportunity is using it to find money hiding in plain sight.
Greg Isenberg just broke down how AI agents could turn a solo operator into a lean e-commerce business without starting with a product or an audience:
• 00:00 - Mine Facebook Groups and Marketplace for unmet demand
• 04:33 - Turn scattered leads into a clean, priced database
• 08:27 - Use AI-powered calls and texts to connect buyers with sellers
• 11:30 - Build your own Facebook group, Instagram page, or storefront
• 17:20 - Scale from lead mining to owned distribution, then vertical SaaS
the key insight: the money isn't in the AI. It's in the arbitrage.
Find something people need, identify where it's available for less, then use Muse to automate research, listings, descriptions, and customer outreach.
Start with lead generation. Build a valuable database. Own the audience. Eventually, turn the workflow into software.
You don't need a huge team to build a scalable business. You need a repeatable process, access to demand, and AI that handles the busywork.
Watch the full walkthrough
$ONDO Q3 Recap 🔹
$ONDO rallied 62% in Q3, from $0.308 to $0.500. RWA adoption keeps growing, but how much of that traction actually flows back to the token?
🔹 U.S. Market Access
On Jul 2, Ondo launched its first custodial tokenized securities, BlackRock’s IVV and Micron, with the real shares held by regulated custodians. U.S. investors can’t access them yet.
On Jul 23, Ondo’s broker-dealer Oasis Pro Markets received SEC and FINRA authorization to offer tokenized stocks, ETFs and mutual funds to U.S. investors.
🔹 Products and Network
SK Hynix was tokenized on Jul 10, the same day as its record $26.5B Nasdaq IPO.
Ondo Global Markets became Ondo Stocks on Jul 13 after crossing $1B.
Ondo Network launched on Jul 27, replacing the Ondo Chain plan. Its first app, Ondo Perps, passed $8B in volume within weeks.
USDY went live on BNB Chain on Aug 4 with instant minting and redemption.
Ondo Stocks went live on NEAR on Sep 22.
On Sep 24, Ondo launched three Intelligent Portfolios built on BlackRock model strategies.
🔹 Institutions
Former GFMA executive director Allison Parent joined as Chief Policy Officer.
Oasis Pro became the first tokenization member of DTCC’s Fund/SERV, the network behind 85%+ of U.S. mutual fund activity.
Alpaca and Ondo launched in-kind conversion, so approved institutions can turn real shares into Ondo Stocks and back.
KakaoPay Securities signed an MOU to explore tokenizing Korean stocks for global investors.
The products are clearly growing. The open question is how much of that growth reaches $ONDO holders.
Does this rally hold if the token never captures the fees?
Join my alpha Tg group
I cover time AI work flows, insights into market forecasts, my holdings, low cap gems, & more.
t.me/DamiDefiinsider
Anthropic just released Haiku 5.5, and most people haven’t noticed what it does to their API bill.
90% cheaper than Haiku 4.5. 20x cheaper than Sonnet 5.5. HubSpot got its best score ever on it. AlphaSense measured a statistically significant jump in quality.
If you’re still sending every task to one model, you’re overpaying on most of your volume. The full routing playbook is in here.
Three institutions each hold more than 800,000 BTC, and the fourth-largest holder has less than a quarter of the smallest of them.
Biggest institutional Bitcoin holders:
$COIN: ~965,000 BTC | ~$78.7B (custody)
$MSTR: 848,517 BTC | ~$69.2B
$IBIT: 806,037 BTC | ~$65.7B
$FBTC: 184,058 BTC | ~$15.0B
Block.one: 164,000 BTC | ~$13.4B
$GBTC: ~125,800 BTC | ~$10.3B
Tether: ~100,000 BTC | ~$8.2B
Metaplanet: 44,000 BTC | ~$3.6B
SpaceX: 18,712 BTC | ~$1.5B
$TSLA: 11,509 BTC | ~$938M
The top three are in a league of their own, with $MSTR and $IBIT only about 42,000 BTC apart. $COIN’s figure is custody for clients, which is why it tops the list without owning the coins. It holds just 17,311 BTC itself.
Below the top three, holdings fall off a cliff. $TSLA’s 11,509 BTC is less than 1.5% of $IBIT’s stack.
Who passes $MSTR first?
DePIN keeps getting dismissed as a dead narrative, yet 10 of the top 14 tokens are green over the last 30 days.
Top 14 DePIN coins by market cap, 30D performance:
$GRASS: +70.76%
$AKT: +28.71%
$JASMY: +18.42%
$RENDER: +18.08%
$TRAC: +17.26%
$GRT: +15.16%
$BTT: +9.50%
$ZBCN: +9.07%
$FIL: +6.25%
$TAO: +4.48%
$BDX: -1.85%
$IOTA: -3.64%
$THETA: -9.27%
$AR: -12.61%
$GRASS ran away from the pack with a 71% gain, more than double $AKT in second. The median coin was up about 9%.
The sector’s biggest name, $TAO, gained under 5%, while $AR, $THETA, $IOTA and $BDX finished red.
Still think DePIN is dead?
𝘋𝘢𝘵𝘢: 𝘊𝘰𝘪𝘯𝘔𝘢𝘳𝘬𝘦𝘵𝘊𝘢𝘱
Caption
10 AI tool updates you missed last week, and every one of them makes agents a little more useful at real work.
🔹 Claude Code Review is GA. Reviews now take 6 to 10 minutes, down from about 20, with Quick, Standard or Deep modes for Team and Enterprise.
🔹 An Anthropic sales rep in Japan runs his day with six Claude agents that route leads, qualify them, draft replies in two languages and update Salesforce. He still reviews every email.
🔹 Codex now lets you steer a task while it’s running. Send a follow-up and it changes direction, or interrupt it and the running tool calls stop too.
🔹 DeepSeek opened its search engine as an API. Search and Fetch cost $0.75 per 1,000 successful calls each.
🔹 Gemini Skills let you save a workflow once and reuse it. The app rollout finishes by mid-November, but Workspace access is delayed.
🔹 Replit now deploys into your own cloud, with three options for enterprise customers.
🔹 GitLab’s MCP server is GA. Your agent can dig into a failed pipeline, read the logs and start a fix, all under your existing permissions.
🔹 Grok Voice 3.0 runs a voice agent for $4.80 an hour. Starlink says about 70% of its calls get resolved without a human.
🔹 Mirelo SFX 2.0 replaces a video’s soundtrack but keeps the dialogue, for videos up to 10 minutes.
🔹 Figma Specs give coding agents the full brief, not just screenshots. Open beta on paid plans.
Which one are you trying first?