Idiot Vexa made a Telegram channel
No airdrop spam
No "join and get rich"
Just NFT takes CT memes and my random thoughts.
Some will age well. Most won't 馃憞
t.me/VexaAlpha
I buy NFTs for the art
I keep them for the artist
Floor goes up floor goes down
But someone sat with that piece for hours maybe weeks and posted it knowing nobody might care
If you hold something you love, DM the artist
Just tell them
10 seconds for you
Could mean a lot to them
talking about the 1.1M $GRVT burn I'm more interested in what comes after it
@grvt_io took part of its gross profit bought $GRVT off the open market and burned it Close to 1% of circulating supply at the time and the onchain txs are open for anyone to check
The real question is what GRVT 2.0 does next
Grvt Earn targeting up to 11% yield Stable Funding Perps for stocks FX commodities and indices One unified self custodial app
The idea I keep coming back to:Earn balances can be used as trading margin while still earning yield Traders wouldn't have to pick between earning and trading anymore
11% is a target not a guarantee Buybacks are meant to be monthly but they're still discretionary
Burn is done Now I want to see if the product actually delivers
Everyone loves a trading agent that's up big Almost nobody asks if it can survive a bad week
One good run can look impressive The real test is how it performs over time, handles drawdowns and responds when trades go wrong.
@agenticscredit tackles this with its Agentic Credit Score (ACS) built from real trading history plus a risk engine that keeps losses in check
5% drawdown: new position sizes cut in half
7.5%: positions close automatically
12%: the agent is halted
Agents scoring 580+ can join the funding waitlist So risk management is part of the path to capital not an afterthought
Profit shows what an agent can earn. Risk management shows whether it can keep earning
Explore the platform and start paper trading through the quoted post for a chance to win a share of $5M in rewards
Your trading agent can already execute.
Proving it deserves capital is the hard part.
That's where Agentics Credit comes in: the credit layer for autonomous trading.
Connect and start paper trading today to win your share of $5,000,000.
agentics.credit/launch
Never understood why proving one small thing means handing over so much personal info.
Why would I expose my whole identity just to show I'm eligible for an airdrop? Or that I own an account?
That's the part of @primus_labs I actually like.
zkTLS lets you verify info from sites you already use without exposing the data behind it.
You prove the requirement Not your whole history.
Privacy and proof shouldn't be a trade off.
Less data shared better.
Check out Primus:
s.kaito.ai/UKzBVtp
I'll take a small proof over a big roadmap any day
@grvt_io has bought back and burned 1.1M GRVT close to 1% of the circulating supply That's already done not planned
The part I care about most is where those tokens went They weren't moved into a treasury wallet where they could come back later They're out of circulation for good and the onchain transactions are public so anyone can check them without trusting a thread like this one
That's the difference between a buyback and a buyback announcement One you can verify The other you just have to believe
I'm also not going to oversell it Monthly buybacks are the intention but they're discretionary That means this is a first step not a guarantee and I'd rather say that plainly than pretend it's a fixed schedule If the team keeps doing it great If it slows down that's worth noticing too
Still a verifiable first step is more than most projects give you A lot of teams spend months talking about what's coming and very little time showing something you can actually look at Crypto has plenty of roadmaps and not enough receipts
It's also being framed as the start of GRVT 2.0 so the real test comes next I want to see how Earn and the new trading features come together A buyback reduces supply but supply reduction alone doesn't build anything. It only matters if there's a real product and real usage behind it.
So here's how I'm looking at it:
The burn is done and checkable
The monthly buybacks are intended not promised
Earn and trading are what decide if any of this lasts
Burn first product next and then we'll see if the two actually connect.
Tokenizing real estate was the easy part. Making it useful is where it gets interesting.
what RNT Lend is working on
With the @aave collaboration supported tokenized real estate can be used as collateral You borrow against the asset instead of selling it
USDT and USDC holders supply the liquidity and can potentially earn additional yield
$30.5M market size
$21.5M TVL
$9.5M borrowed
The borrowed number tells you more than TVL. Deposits can sit idle but a loan means someone actually used it.
RWA feels real when it plugs into DeFi not when it just sits in a wallet.
@rntprotocol
USDT suppliers in RNT Lend are earning 12% APY. That interest comes from borrowers.
They post tokenized real estate as collateral, borrow stablecoins and pay interest every block on Polygon. The difference between the borrow rate and the supply rate goes to the protocol reserve.
The rate is variable and depends on utilization. Right now the USDT market is around 95% borrowed.
people see XO 2.0 as a place to trade predictions.
I see it as a place to create them.
A market on a gaming tournament A niche crypto narrative. Something only your Discord cares about A platform would never list those but a community would
On @xomarket you can launch one from $10 MODRA helps set it up and resolve it and you earn 20% of the lifetime fees it generates
Lifetime A good market can keep paying you long after you made it
the YouTube part for me The platform builds the tools creators bring the audience
What I want to see is whether small markets can hold volume once the original community moves on
Watching that one closely
Explore XO: s.kaito.ai/ni7oPXx
Every NFT I still love started with an artist
Not a roadmap
Not a floor
Someone who made something and put their name on it
I've held pieces that went to zero on the chart
The ones that stuck with me were the ones where I actually knew the artist
So here's what I try to do now:
Buy what hits me first
Check the chart second
Then send the artist a message
Just tell them what you saw in their work
Most of them are building alone.
A real message can change their whole week
Floors come and go
The artists are what keep this space alive.
$SPCX and $NFLX both report after the close
My $SPCX plan (4H)
146 = support price is sitting on it
151 = reclaim level
131 = next support
105-110 = demand zone
Expecting a bounce into 151 then rejection.l
If 131 breaks l I'm watching 105~110
Earnings decide the move I wait for the reaction first.
Now the part most holders ignore
Say you've held $NFLX for years and still believe in it
BTC drops 10% and you want to buy the dip
But your cash is on another platform.l
Sell NFLX
Wait for settlement
Send cash to an exchange
By the time it lands the dip is gone
And getting back into NFLX means a different price
Stocks ETFs and crypto split across platforms is a real cost.
why rToken Transfer from bitget caught my eye
You move eligible US stocks and ETFs to Bitget without selling.
They sit next to your crypto in one account.
Why hold long term?
Because I don't want to sell a position I believe in just to act on another market.
Availability depends on your region
NFA
Vexa retweeted
The reason I stretched out the TMF pass application approvals was to see what the applicants did in the weeks after submitting.
Did they keep posting about TMF? Do they post about any collections they already hold? Did they post at all?
Some great data.
$AAPL Technical Outlook 馃崗
Apple is consolidating near $343.40 inside a rising 4H channel If it holds $342.50 and breaks $346-348 the move could extend toward $352. If it loses $342.50 price likely heads into the $338-336 demand zone with $334.53 as key support A breakdown there could expose $327.31.
Fundamentally strong Q3 revenue growth supports the bigger picture but recent reports of iPhone 18 Pro order cuts raise demand concerns.
My take: watch $342.50 for direction and $348 for breakout confirmation No confirmation no chase.















