TokenInsight is the most trusted institution for professional crypto ratings and research. We measure what's real in Crypto & TradFi: assets, exchanges, markets
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Singapore @token2049, thank you! 🇸🇬
On October 8, we joined AI & Emerging Onchain Assets as a co-host. Thank you to everyone who came to meet the teams, ask questions and share what they’re building.
One thought we’re taking home from #TOKEN2049: traditional assets are moving closer to crypto trading rails, while the ambition for AI is shifting from answering questions to helping people trade, pay and manage assets. Products are at very different stages of maturity.
At TokenInsight, we’ll keep watching what people actually use.
Thank you to @BixinVentures for hosting and @PrincipiaLabs_ for organizing. We were glad to co-host alongside @aveai_info @chaintrustlabs @InterlaceMoney @AlchemyPay @AEON_Community @MiuroAI .
Thanks to event sponsors @Pumpfun @Stable @tencentcloud @TadaPay_ai @awscloud @Beosin_com @ELLIPAL @HALOFI_OFFICIAL and COMBO Technology; and partners @GoKiteAI @UnitasLabs @geolix_ai_ @Travix_fi @OrderlyNetwork ZMO @variational_io.
To everyone we met in Singapore: thanks for the conversations.
See you again! 👋
Solid Q3 read on X Layer from @PrincipiaLabs_. Exchange OS is the most important development — it moves OKX’s matching/margin/liquidation stack onchain and repositions OKB’s value accrual around market launch rights rather than gas.
. injective-protocol:native is down 9.0% in 24h. Injective's monthly Community BuyBack opened Oct. 21; holders commit INJ, which is burned when the round closes. @injective
This round is set to burn up to $251,000 in INJ, per the team's Oct. 21 post.
Explore more market movers on TokenInsight ⬇️: tokeninsight.com/en/cryptocu…
TI Insight 📊
Does buying bitcoin:native actually reduce your AI risk? It depends on what breaks the AI trade.
The usual playbook for cutting AI risk has three parts, and each does a different job:
1️⃣ Equal-weight index funds: you’re less reliant on a few giant tech stocks, but you’re still in the stock market.
2️⃣ Short-term T-bills: you earn ~4% interest while your cash stays ready to use.
3️⃣ Long-term bonds: riskier than they look. If rising rates are what’s hurting AI stocks, these get hurt too.
Bitcoin needs its own thesis, because upside potential is not downside protection.
Since 2021, BTC fell on 85 of Nasdaq’s 107 worst days (−2% or more), including 38 of 46 during the 2022 rate-hike selloff. But in the April 2025 tariff shock, it rose on 4 of 6.
If AI sells off on rates or liquidity, BTC has tended to fall with it, so it’s the same risk in a different wrapper. If AI sells off on payoff disappointment while liquidity holds, BTC has room to decouple.
So BTC can be a good bet on its own, but don’t count on it to cushion an AI selloff.
. ethereum:0xc477b6dfd26ec2460b3b92de18837fd476ea7549 is up 140% in 24h on $15.4M volume. Janction runs a DePIN marketplace for renting AI compute. @JANCTION_Global
A 1.18B JCT unlock follows on Nov. 10, about 10% of circulating supply.
Explore more market movers on TokenInsight ⬇️: tokeninsight.com/en/cryptocu…
. ethereum:0x6c5ba91642f10282b576d91922ae6448c9d52f4e is up 31.7% in 24h, a day after Phala published a post-mortem on an Oct. 8-12 exploit of its dstack guest agent. @PhalaNetwork
The report says no enclave or KMS keys were accessed. The fix shipped Oct. 13; unpatched CVMs get auto-upgraded from Nov. 20.
Explore more market movers on TokenInsight👇: tokeninsight.com/en/cryptocu…
. near:native is up 124% over the past year while bitcoin:native is down 24%, and all of that gain came after a February low of $0.96. Since then, NEAR has traded more like a privacy token, with its daily moves tracking ZEC more closely than BTC.
There is a reason for that link. NEAR is becoming the rail for privacy-focused capital flows. @Zcash's Zashi wallet has routed shielded zcash:native swaps through NEAR Intents since October 2025, Confidential Intents went live in March, and more than $2.6B of ZEC has now settled through NEAR.
@NEARProtocol:
✨ Rating: A
🌟 Outlook: Positive
What earns the grade 👀:
1️⃣ Intents settled $4.80B in September, its biggest month on record and almost 10x a year earlier.
2️⃣ NEAR accounts already accept post-quantum ML-DSA keys, live since the July upgrade with no asset migration.
3️⃣ The protocol ships an upgrade every month or two, running 600ms blocks across 9 shards.
The open test is whether that flow reaches the token. Since the Intents fee switch went live on Feb 23, about 4.0M NEAR has been routed into revenue and buyback wallets, while net supply grew by 20.7M NEAR.
A proposal to ramp issuance from 2.5% to 1.6% would narrow that gap, but it is still a draft and has not reached a House of Stake vote.
Which closes the gap first: fees growing into issuance, or the 1.6% ramp passing?
More info 👉: tokeninsight.com/en/coins/ne…
TradFi futures trading slowed this week, but price moves stood out. Volume fell even as market share rose, more assets posted double-digit weekly moves, and some gains may have reflected short covering.
1️⃣Lower volume, higher market share. Under this edition’s methodology, weekly #TradFi futures volume totaled $139.19B, down 8.4%, or $12.73B, from the previous week. Yet its share of total volume across the markets covered rose from 14.06% to 14.50%.
2️⃣ Trading cooled, but prices kept moving. Among TradFi perps, the median weekly return fell from −0.2% to −1.8%. Meanwhile, the number of assets gaining or losing more than 10% rose from 15 to 22.
3️⃣ Of the 20 assets tracked, seven rose while open interest fell. We see this as consistent with short covering, as traders buying back contracts to close short positions can lift prices, though price and OI alone cannot confirm it.
$SPCX showed a different pattern: its price fell 4.5% while OI rose 33%, meaning outstanding positions grew as the price declined.
Explore more market movers on TokenInsight: tokeninsight.com/en/cryptocu…
TokenInsight retweeted
The next wave of AI and onchain products should start with real-world needs.
At AI & Emerging Onchain Assets during @token2049 Singapore, our CMO @Cindyshi0907 joined speakers from @Stable, @AEON_Community and @TadaPay_ai for the panel “AI × Onchain Assets: What Is Worth Building for the Real World?”
Thank you @BixinVentures and @PrincipiaLabs_ for bringing builders together. 🪁
. ethereum:0xde30da39c46104798bb5aa3fe8b9e0e1f348163f is up 37.4% in 24h on $43.4M volume following Upbit's Oct. 12 addition of Gitcoin to its KRW and USDT markets. @gitcoin
@Official_Upbit added RSR to the same two markets on the same day, and it is up 21.8%.
Upbit supports GTC deposits and withdrawals on the @ethereum only.
Explore more market movers on TokenInsight👉: tokeninsight.com/en/cryptocu…
. sonic-3:native is up 24.4% in 24h ahead of Sonic's Oct. 15 airdrop deadline. @SonicLabs
Unclaimed tokens become eligible for burning, reducing potential future supply.
The size of that reduction depends on how much remains unclaimed at the cutoff.
