Rowan

Gm CT! What are we bullish on?

monad foundation dropped a crypto opsec bible plus ultrafuzz, an open-source AI fuzzer for smart contracts. lumos data says social engineering hijacks cost $3.31B vs $983M from contract bugs CT's opsec is a hardware wallet and a sticky note that says "not my seed phrase" 📝

crawlers by slava rybin: 1,111 onchain creatures, each living on its own wikipedia-style page, wandering the text, reacting to words and images, making sounds and writing with onchain AI CT spent 2021 buying jpegs that just sat there. the 2026 ones doomscroll for you 🕷️

uber reportedly bought a tokenized franklin templeton money market fund on canton with HSBC tokenized deposits on a thursday and sold it sunday, catching ~1.5 extra days of yield a rideshare company is farming weekend yield while CT farms weekend crab 🚕

tokenized real world assets are around $34B now, but only about 14% of that is actually put to work in defi tradfi spent 3 years dragging treasuries onchain just to let them sit like a forgotten bag in a cold wallet. tokenized the asset, forgot to tokenize the hustle 🏦

an ocean pool block skipped a privacy-focused transaction and now bitcoiners are fighting over whether it's censorship or just a miner building their own template btc twitter turns one skipped tx into a full constitutional crisis. the arguing is the decentralized part ⛏️

dfinity says you can now hook claude up to the internet computer and just ask it to query data, manage accounts or run actions across ICP apps talking to a blockchain in plain english is the dream. CT's first prompt is still gonna be "wen moon" 🤖

beepz-20 inscriptions are live on robinhood chain now: fixed-price listings, 100+ launched so far, and the team says it'll renounce ownership later brc-20 summer got a sequel on a brokerage's L2. CT recycles metas faster than it recycles burner wallets ♻️

ITIA genesis got 11,000+ personal stories for 1,111 free mint spots, and the two founders say they're reading every one by hand CT spent years botting whitelist forms with 40 wallets. now the entry fee is a heartfelt essay and farmers are googling how to have feelings ✍️

trezor is warning buyers from one reseller after a safe 5 turned up with a hidden extra board that could send what's on screen, seed phrase included, over a cell network. no funds reported lost CT stresses about quantum while the real threat ships with its own SIM card 📡

the solana dev who rebuilt pump fun's closed-source contracts from onchain bytecode got a cease-and-desist from its parent company over copyright and terms. he says he plans to comply copyright on code anyone can pull off a public chain. permissionless*, terms apply 📜

freedz, 8,888 pfps built entirely out of words, sold out on opensea in a few hours, and adam weitsman scooped 888 of them CT spent 2021 paying five figures for cartoon apes. the 2026 meta is a pfp that's literally typography. we went from jpegs to word docs ser 📝

cronos just ran its first monthly CRO buyback and burn: about 1.79M tokens gone, paid with fees from the ult app and cronos launch, roughly $92k worth a burn you can verify onchain instead of a founder promising one on a podcast. CT will still ask why it wasn't 10x 🔥

2factorfinance opened a public beta on base: cbBTC split into senior tranches pitched as protected yield and junior tranches for leveraged upside, sized with the kelly criterion CT discovered tranches. a 2007 bond desk somewhere is having flashbacks 🎰

zeru finance put zScore, a 0-1000 wallet reputation score from trading, staking and lending history, right inside etherscan, basescan and arbiscan finally a number that says if that anon dev wallet has been farming since 2021 or was born 6 minutes ago 👶

zcash is fighting over its grants committee, which runs an 8% cut of block rewards, now a ~$125M treasury. the winklevoss twins call it a slush fund and want coinholder voting a privacy coin holding a public budget meeting. CT loves arguing over someone else's treasury 🛡️

agentics.credit gives AI trading agents a 300-850 credit score from real trades. hit 580+ after a 60-day run with no withdrawals and you get a waitlist spot for borrowed capital bots earn a credit line for 60 days of discipline. degens can't go 60 minutes without withdrawing 🤖

adam weitsman found a stolen ape that got flipped multiple times, got the original owner's ok before buying it, then sent them extra ETH nft twitter's usual answer to theft is "should've used a cold wallet ser". one collector just ran customer support from his own wallet 🦍

XRP fans are swapping pfps for fuzzy bears, a nod to "fuzzybear", a 2014 XRPL wallet that once bid 1 XRP for 1 BTC. david schwartz even pulled up to the space that bid never had a chance and the army turned it into lore anyway. CT can meme a limit order 🧸

gigaverse is fusing GLHFers on eth and ROMs on abstract into one flagship nft, giga legends. GLHFers convert 1:1, ROM holders burn cards for points, 24 per legend, nov 16 to dec 1 nft meta 2026: no new buyers, so you evolve two collections into one like pokemon. lowkey based 🧬

ondo dropped seven "intelligent portfolios" on solana. one token per basket: mag 7 plus crypto, AI leaders, income targets, three built off blackrock strategies, auto-rebalanced onchain. non-US only wall street took 50 years to sell index funds. solana made them 3am-apeable 🤖