Building Cool Stuff | Ambassador @walrusprotocol | Validator @tropikalnode | Co-founder Osiris
Joined July 2017
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Phantom just dropped Sui support.
Effective September 24.
First Monad monad:native . Now sui:native.
I still remember the hype when Phantom added Sui. It was a big deal. For a lot of Solana and Ethereum users it felt like the easiest onboarding ramp into a new L1. One wallet, familiar UX, done.
But it never really became a full-functioning wallet on Sui. NFTs were mid.
No zkLogin. A bunch of core features that native Sui wallets had were missing or incomplete.
So what actually happened here?
My read: Phantom is pruning. They’re going back to the chains where they have real volume, real product depth, and real stickiness (Solana first, then ETH ecosystem). Maintaining half-baked integrations in a bear market is expensive, dilutes focus and prob SUI foundation did not want to pay for it. Sui and Phantom both signed off on ending it, which usually means the usage numbers simply didn’t justify the ongoing cost.
Curious if anyone is surprised by this, or if it felt inevitable once the integration stayed shallow
Phantom and Sui have decided to end Sui support on Phantom on September 24, and leave open the opportunity to explore other collaborations in the future.
Your funds remain safe and fully under your control. Before 9/24, you can move your wallet to another app that supports Sui, or swap your Sui into a supported asset on Phantom with our fee waived.
This guide covers both plans: help.phantom.com/hc/en-us/ar…
Monday on-chain + flows:
BTC reclaimed $64k
Short liquidations: ~$57M
ETF flows still soft:
→ BTC ETFs: -$64.25M (1D) / -$421.76M (7D)
Meanwhile actual activity:
→ Solana: ~566K daily active addresses | ~2.2K non-vote TPS | DeFi TVL $4.8B
→ Hyperliquid: HYPE-PERP OI ~$1.33B | aggregated HYPE futures OI ~$2.4B
Price bounced.
Institutional flows still negative.
On-chain usage holding up better than sentiment.
Divergence worth watching.
Toly just floated an interesting idea for Solana:
Instead of only focusing on lowering inflation, temporarily inflate the supply than use the new SOL to acquire a company and use the revenue from acquired co’s to buy back and burn SOL.
It’s not a formal proposal yet, but it flips the usual tokenomics conversation from pure supply reduction to productive capital + revenue + burn.
Thoughts?
Spritehood Wisps (@Spritehoodio) on Robinhood Chain @RobinhoodCrypto
Full Breakdown
Cole Villemain (@ColeThereum), former Pudgy Penguins co-founder, launched Spritehood Wisps on Robinhood Chain (Arbitrum L2) on August 11, 2026.
Mint Stats
• Supply: 44,444 Wisps
• Sold out in ~53–54 minutes
• Primary raise: ≈ $1.28 million
• Most at $17 (standard classes)
• ~5,526 Death Knights / premium at $117
• Some free + partner-enhanced mints
• No big paid promotions. Pure organic demand + name recognition.
• Contract: 0xd6577124F96394faee65AfD2408f2ffA88445f63 (Robinhood Chain)
• OpenSea: spritehood-wisps
Wisps are not final PFPs. They’re class-bound “souls” (Warrior, Knight, Mage, Death Knight, etc.) that holders can later burn to summon a fully customizable Sprite (name, face, gear, weapon). Project also teases factions, dungeon, and tavern elements.
Secondary Market Timeline
• Day 1: Strong volume. Floor quickly went above mint (reports of ~2x / $30–35 range, some rares higher). Early OpenSea data showed thousands of sales and solid activity.
• Now (Aug 15): Floor sits at 0.0088 ETH (≈ $16.50–17).
That’s at or slightly under the $17 standard mint price. Premium pieces are deeper underwater relative to their $117 cost. Volume has cooled significantly from the mint-day frenzy. Trading continues, but the initial heat has faded.
This was the first major NFT sell-out on Robinhood Chain (launched July 2026). It brought real attention to the new L2’s NFT scene. At the same time, the large 44k supply + post-mint cooldown is a familiar pattern.
Current status: Floor near/under mint.
Hype → reality check in four days. Whether the planned Sprite summoning + world-building delivers longer-term demand is still open.
Data sources: on-chain mint analysis, OpenSea (live floor), contemporary reports from The Defiant, CoinDesk-adjacent coverage, and project announcements.
Not financial advice. DYOR.
Blockchain RIO 2026 recap
Walked the floors of the conference and the picture was clear.
Roughly 80% of the stands were credit-card-on-crypto solutions, stablecoin infrastructure, and exchanges.
Only two actual blockchains (l1 or l2s) had physical presence.
One certification platform was fully leaning into the stablecoins + tokenization + SPSAV regulation narrative.
And one big bank was there as well.
That mix says a lot about where we are in the cycle.
In this bear market, the real payers are financial markets players and anyone delivering actual percentage earnings.
Not narratives. No big funding rounds (all in ai) means not pure marketing plays.
Settlement rails, yield, compliance, and traditional finance plugging into digital assets.
Brazil is already operating in that reality.
Curious what others who were there noticed
Solana’s flywheel is real: continuous talent and you can see it in every country SuperTeam is around:
scouting → real incentives → global & local hackathons → best projects do airdrops that create lasting volume.
Ethereum pioneered airdrops and volume, but lacked early funding to keep the momentum.
Who else is building actual rails to bring innovation onto their chain?
Blockchain RIO is kicking off 🚀
Let’s see what’s being built, what’s actually gaining traction, and what looks cool in the middle of this bear market.
Sometimes the quieter markets are where the most interesting things start taking shape.
See you around! Will report what i see
Robinhood Chain is showing real volume for BOTH memecoins and NFTs. According to OpenSea data from late July, three of the top ten NFT projects by trading volume globally came from Robinhood Chain, with seven projects surpassing 1,500 ETH in volume.
Here’s where it gets spicy.
@ColeThereum the ex-Pudgy Penguins founder who was accused by ZachXBT of draining the treasury and selling before Pudgy became the powerhouse it is today just launched @Spritehoodio a new 44,444 supply collection.
He sold it out for roughly $750k+ in fees, and it’s reportedly trading 2x above mint with rares going 30x.
The real question:
We’re supposedly in the middle of a bear market.
Two possibilities:
1️⃣ The market has enough liquidity to absorb this even in a bear meaning appetite is stronger than the sentiment suggests
2️⃣ We’re already quietly climbing out of the bear and people just haven’t noticed yet
My take:
When memecoins AND NFTs are both printing on the same chain, and even controversial launches sell out instantly… that’s not typical bear market behavior.
Something is shifting. Whether it lasts is another question 2021 taught us these windows close fast, and rugs follow hype.
But right now? The money is moving.
Are we early to NFT season 2.0, or is this a bull trap? 👇
Tuchel parking the bus with zero counter-attack threat? Not on my bingo card 🤦
No speedsters to hit them on the break, just sitting back with nothing going forward. Terrible job by the coach.
England bottled the second half. Argentina came from behind and deserve it.
You can't play scared at this level. Credit where it's due. Argentina wants it way more.
Claynosaurz just hit PRIME VIDEO 🍿
The @Claynosaurz animated series is now officially streaming on Amazon Prime Video.
This isn’t just another NFT project doing an animation. The series was already streaming on YouTube, Apple TV, and Google Play, and now it’s landed on one of the biggest streaming platforms in the world.
We’re talking about a Web3-native IP breaking into mainstream distribution 🚀
LLM Council idea: several models deliberate, a chairman decides. Does that actually beat one strong model?
We benchmarked it plus 8 other coordination methods on 49 fresh coding problems, every call metered.
Coordination raises the floor and lowers the ceiling. No team won outright.
Every run is public, check us:
agentictool.ai/posts/does-mu…
Where teaming up does win: the asymmetric case. @ClaudeDevs showed an advisor lifting Sonnet ~8.5 pts on SWE-bench Pro at ~63% of flagship cost, on long-horizon work. Same verdict as ours: coordinate asymmetrically, route otherwise.
On BrowseComp, we tested Claude Managed Agents w/ Fable 5 orchestrator + Sonnet 5 worker sub-agents.
The Fable 5 orchestrator achieves 96% of Fable 5 performance at 46% of the price.
Token-heavy research is delegated to Sonnet 5.
See our cookbook:
github.com/anthropics/claude…
Two things we test next, same receipts:
1.recognition at scale, a weak model picking answers it can’t generate (2/12 solo → 9/12)
2.does coordination beat the best single model on long-horizon agentic tasks
Run the same benchmark on your own keys: agentictool.ai
👀
BREAKING: CLAYNOSAURZ TO DISTRIBUTE 15% OWNERSHIP TO THEIR HOLDERS
We've set aside a 15% allocation of options in the equity of the Claynosaurz brand. This will be for our eligible ecosystem holders to participate in our future growth.
Next week we’ll launch an allocation website to check your position, along with detailed information.
Still holding my Popkins by @Claynosaurz. Hope this is worth something :)
We took a stealth snapshot of Claynosaurz digital collectibles on June 29th. Unannounced and closely guarded with purpose.
Specifically we wanted to avoid short-term hype buyers and volume noise rushing in. This was to protect and reward the real community: longevity, actual holdings, and conviction. And true collecting.
This has been a backbone for @Claynosaurz sustainability.
Longer hold times and deeper community ties should carry more weight. This is how we build for the long term. We want compounding progression for the right participation.
I take pride in the stability, health and organic nature of our ecosystem. A safe, fun place outside of market noise.
Most of all, I want to make it clear we would not be here without your support. This is community-first, and this will make sense.
I’m so excited to reveal what this was all about. I think it’s a major step forward in the history of the brand we’ve built together.