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Executive Summary
Holoworld AI ( @Holoworld AI ) is a decentralized AI platform on Solana that enables creation, monetization, and interaction with AI-powered digital agents without coding. It aims to solve fragmentation in AI/IP ownership and Web3 integration by providing AI-native content tools and a universal, interoperable marketplace. With a strong team, reputable backers, active development, and notable partnerships (e.g., L’Oréal, Pudgy Penguins, Solana), it is well-positioned in a growing market.
Risks include technical scaling, regulatory uncertainty, and competitive pressures.
The project has a Hitman score of 7.46/10 overall, reflecting solid fundamentals with some execution risk.
Investment outlook: (NFA) (DYOR) Speculative Buy, recommended with risk controls.
Overview
Holoworld AI provides an AI-powered character creation platform combining blockchain-based ownership (on Solana) with AI-driven agent interactivity across text, voice, and avatars. Targeting creators, brands, and gaming communities, it addresses issues of fractured AI content ecosystems and IP discoverability with unique interoperability and monetization mechanisms. The HOLO token drives governance, staking, and network currency functions. Its niche is AI-native digital IP and entertainment, leveraging Solana’s scalability and composability for agent interactions and ownership proof.
Team & Backers
Launched in 2025, developed by Hologram Labs with a founding team of AI and blockchain experts. Early notable investors include Polychain, Arthur Hayes (BitMEX Co-Founder), and OpenAI engineering executives. Advisors bring AI and blockchain expertise supporting growth and security. The team’s past successes and strong financial backing lend credibility.
Fundamentals
Growth indicators are promising, with 100,000+ daily AI character interactions, developer SDK launch, and active platform features like live streaming and AI video studio. Revenue grows via staking, fees, and creator incentives, though exact figures are limited. Token unlock schedules and ongoing team expansion support sustainable development.
Token
HOLO total supply: 2.048B, circulating ~347M (16.96%). Listed on CEX/DEX with high liquidity and ~$1.3B 24h volume. Token utility includes staking, governance, ecosystem rewards, and marketplace currency. Tokenomics allocate ~21% community growth, ~18% foundation, ~19% team/advisors with vesting to ensure alignment. Unlock schedules balance circulating supply and incentives.
Competitors & Partnerships
Competitors include SenseGlove, Mursion, Teslasuit (AI/VR/metaverse sectors), but Holoworld’s blockchain-native AI agent IP model provides differentiation. Partnerships with brands like L’Oreal, Bilibili, Pudgy Penguins, and esports IPs expand ecosystem reach and cultural relevance.
Milestones, Catalysts & Risks
Upcoming governance launch (veHOLO), Hololaunch expansions, Ava Studio releases, and agent livestreaming are key catalysts. Risks include scaling AI on-chain, evolving regulations of AI and crypto assets, market volatility, and competition from mature metaverse and AI firms. Security measures and staged rollouts mitigate key concerns.
Socials & Community
Active on X/Twitter with growing followers and engagement. Discord and Telegram support technical and creator communities. Influencers and ecosystem campaigns increase brand awareness and user adoption steadily.
Chart
HOLO price saw an ATH ~ $0.80, currently trading near $0.28 with high short-term volatility. Chart patterns indicate consolidation; upcoming product launches and governance votes may act as catalysts but near-term momentum is subdued.
Hitman Scoring Table
Addressable Market & Value Proposition 8/10
Targeted AI-native digital IP market, clear niche.

Tech & Differentiation 7/10
Innovative Solana-based AI agent ownership, strong but evolving.

Team & Backers 9/10
Experienced founding team with top-tier investors.

Growth Numbers 6/10
Early stage usage growth; revenue data limited.

Runway & Financial Stability 7/10
Well-funded with structured vesting and unlocks.

Token Utility & Tokenomics 8/10
Multifaceted token utility supporting ecosystem.

Competition Positioning 6/10
Competitive sector; differentiation present but risks.

Project Partnerships & Ecosystem 7/10
Strong global brand and cultural partnerships.

Next Milestones & Catalysts 7/10
Clear development roadmap with major upcoming launches.

Risks 5/10
Medium risks from tech, regulation, market volatility.

Socials & Community 7/10
Active engagement and growing creator community.

Chart Technicals 5/10
High price volatility and short-term bearish trends.

Hitman Score: 7.46/10
Investment Outlook
Speculative Buy – Holoworld AI offers compelling innovation at the intersection of AI and blockchain with solid team and ecosystem fundamentals. Useful for institutional portfolios with appetite for emerging sector risk.
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Executive Summary
@Boundless is a next-generation decentralized zero-knowledge proof protocol leveraging RISC Zero’s zkVM to enable scalable, off-chain verifiable computation for any blockchain. Its Proof of Verifiable Work (PoVW) mechanism incentivizes provers with native token rewards, creating a decentralized marketplace for ZK proofs. The project’s strengths lie in innovative tech, strong institutional backing, active development, and growing ecosystem liquidity. Risks include market volatility, competitive ZK landscape, and sustaining long-term ecosystem growth. Upcoming catalysts include protocol governance votes and 2026 mainnet launch fully enabling decentralization and cross-chain operation. Overall, Boundless presents a compelling yet speculative opportunity for institutional investors focused on blockchain scalability and privacy innovation.
Overview
Boundless is a decentralized protocol powering a universal marketplace for zero-knowledge proof compute, designed to scale verifiable computation across all blockchains without requiring chain-specific changes. Its value proposition is optimizing blockchain performance by offloading zk proof generation off-chain via an efficient permissionless network of provers rewarded through Proof of Verifiable Work (PoVW). Core technology includes RISC Zero’s zkVM, Proof of Verifiable Work, and smart contracts enabling trustless auctions and verifiable service agreements. Boundless targets blockchain ecosystems, L1s and L2 rollups requiring scalable ZK-computing infrastructure, enabling secure, private, and cost-efficient operations. The project is unique in offering a universal ZK marketplace with decentralized compute financialization, pricing discovery, and staking/reward mechanisms across multiple chains. Its purpose is to solve blockchain scalability and ZK integration challenges via decentralized infrastructure; it achieves this by commoditizing verifiable compute combining cryptographic proofs and economic incentives to ensure reliability and competitiveness.
Team & Backers
The protocol launched in 2022 under RISC Zero, with a core team focused on cryptography, blockchain engineering, and academic expertise. Key founding members include leaders from RISC Zero, which pioneered the zkVM architecture underlying Boundless. Advisors and backers comprise high-profile institutional investors such as Blockchain Capital, Bain Capital Crypto, Delphi Ventures, and Galaxy Digital among others. The team has demonstrated successful contributions to cryptography and blockchain protocols and has a strong track record in cutting-edge zero-knowledge research and deployment.
Fundamentals
TVL data specific to Boundless’s marketplace is nascent given its role as infrastructure rather than a DeFi protocol, but its scalable design implies growing compute capacity tied to prover participation and demand for ZK proofs. Developer activity is robust with active GitHub repositories, recent releases in 2025, and frequent workflow runs indicating consistent product improvements and feature expansions. Revenue accrual occurs through protocol fees on fulfilled proof requests and marketplace take rates distributed to token stakers. Product usage metrics show increasing adoption of proofs on Ethereum, BNB Chain, and other ecosystems progressively. Team size has grown, reflecting ongoing scaling to support ecosystem expansion and protocol development.
Token
ZKC token metrics include a market cap near $117 million, circulating supply around 200.9 million tokens (~20.1% of 1 billion max supply), with an initial high inflation rate gradually tapering through governance. Tokens have multiple utilities: staking for governance and service agreement collateral, fee distribution via the Vault, and incentivizing prover participation via PoVW. ZKC is listed on major CEXs including Binance and KuCoin with pairs involving USDT, USDC, and BNB, supplemented by DEX liquidity primarily on BNB Chain. Token allocation covers ecosystem growth (31%), core team (23.5%), investors (21.5%), strategic growth (18%), and others (6%). Lock-up and vesting schedules are structured to ensure long-term incentive alignment and gradual release of tokens with governance control over minting rates.
Competitors & Partnerships
Competitors include other ZK infrastructure projects like StarkWare, zkSync, Polygon Hermez, and Scroll. Boundless’s main advantage is its universal, decentralized proof marketplace addressing proof provisioning for every chain, unlike competitors typically focused on specific L1/L2 rollups or ecosystems. It leverages RISC Zero’s zkVM, a unique general-purpose ZK virtual machine, differentiating it by programmability and composability. Partnerships include collaboration with blockchain ecosystems like Ethereum Foundation and EigenLayer, plus integration efforts with BNB Chain and other smart contract platforms, helping to broaden adoption. Competitive strategy involves open-source tooling, permissionless prover onboarding, and flexible service agreements reducing barriers to entry.
Milestones, Catalysts & Risk
Upcoming milestones include Q4 2025 governance votes on fee structure and incentives, and a planned Mainnet Launch in 2026 featuring comprehensive decentralization and cross-chain deployments. Prior achievements are prototype launch, mainnet test deployments, and initial market adoption. Major risks encompass technical challenges in scaling ZK proofs securely, regulatory uncertainties around crypto infrastructure tokens, and market competition. Security is ensured via on-chain verification, cryptographic soundness of proofs, and incentive-aligned protocol design mitigating censorship and monopoly risks. The project is legitimate, well-funded, actively developing, and not a rug pull/honeypot.
Socials & Community
Boundless maintains an active presence on X/Twitter with verified accounts and growing follower counts, regularly engaging followers with updates. Discord and Telegram communities show reasonable activity driven by AMAs, developer calls, and partnership announcements. Influencer mentions are moderate with increasing coverage reflecting recent token listings and technological milestones. Marketing focuses on developer adoption, strategic partnerships, and educational content to build mindshare. Network growth is steady with rising token holders and increasing participation from institutional and retail investors.
Chart Technical
The ZKC price has experienced typical early-stage volatility since listing, with an initial upward trend followed by corrections and attempts to stabilize. The price action versus USD shows a U-shaped recovery pattern, and versus BTC remains correlated to general market cycles. Volume is healthy, reflecting interest from both speculative traders and ecosystem participants. Listing history includes key exchanges such as Binance and KuCoin with recent expansions to DEX liquidity pools.
Hitman Scoring Table
Addressable Market & Value Proposition – Clarity & Focus: 9/10 – The problem (lack of ZK infrastructure) and solution (a universal proof market) are exceptionally clear and well-articulated.Addressable Market & Value Proposition – Value Proposition Strength: 8/10 – It addresses a critical, fast-growing need in the ZK/crypto ecosystem with a unique, market-based approach.Tech & Differentiation: 9/10 – The PoVW mechanism and the zkVM foundation represent a significant and well-executed innovation with a clear technical moat.Product & Development Activity: 7/10 – The mainnet is live and GitHub shows recent, relevant activity, but the product is in its absolute infancy.Team & Backers: 9/10 – The RISC Zero team has a proven track record of technical excellence and is backed by top-tier investors.Growth Numbers: 4/10 – As a brand-new protocol, there are no meaningful on-chain metrics (TVL, fees) to evaluate yet.Runway & Financial Stability: 7/10 – A $50M+ war chest from top VCs provides a strong runway, but the long-term economic model is unproven.Token Utility & Tokenomics: 6/10 – The token has strong, multi-faceted utility, but the aggressive 50% TGE unlock created significant sell pressure and market instability.Competition Positioning: 7/10 – Its "universal layer" positioning is a powerful differentiator against walled-garden competitors.Project Partnerships & Ecosystem: 7/10 – Early but high-quality partnerships with major rollups (Taiko, OP) signal strong product-market fit.Next Milestones & Catalysts: 8/10 – The mainnet launch is a huge catalyst, with prover network growth and new integrations as key near-term drivers.Risks: 5/10 – High market and technical risk due to its newness, but the team's credibility and open-source nature mitigate "rug pull" concerns.
Hitman Score = 6.89/10
Investment Outlook
Watchlist / Speculative Buy : Boundless $ZKC has strong technology and ecosystem credibility (RISC-V zkVM + institutional backers) making it a promising multi-chain ZK infrastructure bet, suitable only for a dedicated high-risk environment sleeve of a portfolio.


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Liquidity wars are ending — the real power play is building the operating system for global capital.

In TradFi, markets are built around clearinghouses, settlement rails, and global liquidity centers like the Fed or Euro/Dollar markets.

In DeFi, we don’t have that luxury.
 
But here’s the problem:

Liquidity today is fragmented. It sits in silos across L1s, L2s, rollups, appchains, and isolated pools.

Billions of dollars are locked up, duplicating across ecosystems, with bridges and wrapped assets acting as the duct tape that holds it all together.

This creates inefficiency, risk, and fragility.
The future of DeFi will be defined by who builds the Liquidity OS, a meta-layer that unifies capital flows across chains.
The Fragmentation Era (Where We Are Today)

→ Ethereum,Solana, Cosmos, and other bases each demand liquidity.

→ Rollups like Arbitrum, Optimism, and Base further fracture TVL.

→ Bridges, wrappers, and custodial stablecoins patch the cracks, but they don’t solve the root issue: liquidity is still local.

This is why liquidity incentives are so costly. Every new chain has to bribe users for TVL. Every new DEX has to bootstrap pools from scratch. And every trader pays hidden costs in slippage and inefficiency.
 
The Emergence of a Liquidity OS (Where We’re Going)

Instead of local pools scattered everywhere, imagine liquidity abstracted into a universal operating system, a shared backbone that any chain, rollup, or app can plug into.

We’re already seeing early blueprints:

Omnichain liquidity layers: LayerZero, Wormhole, Hyperlane are building the rails for liquidity to move natively across chains.

Shared settlement standards: Circle’s CCTP and stablecoin primitives act like TCP/IP for value transfer.

Intents & meta-routing: UniswapX, CoW Swap, and intent-based architectures push execution to the best venue, regardless of chain.

Modular liquidity designs: protocols where pools don’t live on one chain, but at the meta-layer, accessible everywhere.

The key is abstraction. Traders won’t care which rollup their trade clears on. Protocols won’t fight for silo-ed liquidity. Apps won’t need to rebuild pools. Everything routes through the Liquidity OS.
Why It Matters

For traders → best execution, lowest slippage, global liquidity on tap.

For protocols → no more TVL wars, just plug into the shared OS.

For ecosystems → composability shifts from local to global, just like the internet moved from intranets to a universal web.

This flips the script: instead of liquidity being a competitive moat, it becomes infrastructure, and the real moat is who controls the OS.
 
The Strategic Question

The next cycle won’t just be about rollups, ZK proofs, or yield. It will be about liquidity sovereignty.

Will Ethereum-native layers dominate as the universal settlement base?

Will stablecoin issuers like Circle and Tether seize control of cross-chain flows?

Or will a new modular protocol emerge as the neutral Liquidity OS, sitting beneath everything else?

Whoever solves this wins more than just TVL, they win the coordination layer for global capital in DeFi.
 
In summary

DeFi is building towards an internet of money. But the internet didn’t take off until TCP/IP created a universal standard. Liquidity needs the same thing.

The future won’t ask where is the liquidity?
It will ask who runs the liquidity operating system?

And the answer to that question will decide the winners of the next cycle.

#MarketPullback #BigTechStablecoin

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Executive Summary
Plasma emerges as a compelling institutional-grade blockchain investment with a 7.41/10 HITMAN score, positioning itself as the premier stablecoin infrastructure for global finance. The project's zero-fee USDT transfers, $2 billion day-one liquidity, and backing from tier-1 investors including Founders Fund, Framework Ventures, and Tether's CEO create a differentiated value proposition in the $240+ billion stablecoin market. With 100+ DeFi protocols ready to deploy and PlasmaBFT consensus delivering sub-second finality, Plasma targets the most cost-sensitive segments of stablecoin growth while inheriting Bitcoin-level security. Key strengths include exceptional funding runway ($74M raised), strategic partnerships with Aave and Binance Earn, and first-mover advantage in dedicated stablecoin infrastructure. Primary risks involve execution challenges for a new Layer-1, intense competition from Ethereum/Tron/Solana, and regulatory uncertainty around stablecoins. Upcoming catalysts include the September 25, 2025 mainnet beta launch with immediate $2B liquidity injection.
Overview
Plasma is a high-performance Layer-1 blockchain purpose-built exclusively for stablecoin payments, representing a paradigm shift from general-purpose smart contract platforms to specialized monetary infrastructure. The project's core value proposition centers on eliminating friction in global money movement through zero-fee USDT transfers, sub-second transaction finality, and institutional-grade security inherited from Bitcoin's blockchain.
The core technology leverages a PlasmaBFT consensus mechanism based on Fast HotStuff, enabling thousands of transactions per second with sub-1-second finality. As an EVM-compatible Bitcoin sidechain, Plasma allows seamless deployment of Ethereum-based smart contracts while anchoring state commitments to Bitcoin's immutable ledger for enhanced security. The platform targets emerging markets, cross-border remittances, and institutional settlement where traditional payment rails impose significant cost barriers.
Plasma's differentiation lies in its protocol-level fee abstraction, enabling users to send USDT without holding native tokens for gas fees – a critical innovation for mainstream adoption. This specialized approach contrasts sharply with general-purpose chains like Ethereum, Solana, and Tron, which were retrofitted for stablecoin use cases rather than designed from inception for monetary applications.
Team & Backers
Plasma was co-founded by Paul Faecks (CEO) and features Hans Walter Behrens as CTO, who brings extensive experience from blockchain infrastructure development at Topl and distributed systems research at Arizona State University. The team acquired Topl in 2024, integrating proven blockchain talent into the organization.
The project secured $74 million across multiple funding rounds, including a $3.5 million seed round and $20.5 million Series A led by Framework Ventures. Tier-1 backing includes Peter Thiel's Founders Fund, Paolo Ardoino (Tether CEO), Bitfinex, Flow Traders, IMC Trading, DRW Venture Capital, and Nomura Securities. This institutional-grade investor base validates both the team's execution capability and market opportunity scale.
The launch date of September 25, 2025 represents a critical milestone, with mainnet beta going live alongside XPL token distribution and $2 billion in pre-committed stablecoin liquidity. The team's ability to attract such significant pre-launch commitments demonstrates strong market validation and execution credibility.
Fundamentals
As a pre-mainnet project, traditional growth metrics remain limited, but available indicators suggest strong institutional traction. The $1 billion deposit campaign completed in 35 minutes during the public sale demonstrates exceptional market demand. Developer activity appears robust based on ongoing testnet operations and partnership integrations, though specific GitHub metrics are not publicly accessible.
The project has secured commitments for over $2 billion in stablecoin liquidity at launch, positioning Plasma as the 8th largest blockchain by stablecoin volume on day one. Team expansion appears ongoing with active hiring across engineering, product, and business development roles.
Revenue models will primarily derive from transaction fees on non-USDT transfers and validator staking rewards, though the zero-fee USDT model prioritizes adoption over immediate monetization. The ecosystem growth allocation of 4 billion XPL (40% of supply) provides substantial resources for incentivizing usage and partnerships.
Token
XPL trades in pre-market at $0.69-$0.77, implying a market capitalization of $1.25-1.40 billion and fully diluted valuation of $6.93-7.77 billion. The total supply of 10 billion XPL includes 1.8 billion circulating (18%) with structured unlock schedules designed to prevent dumping.
Token distribution allocates 10% (1B XPL) to public sale participants, 40% (4B XPL) for ecosystem growth, 25% (2.5B XPL) each to team and investors. US participants face 12-month lockups for regulatory compliance, while non-US allocations unlock immediately upon mainnet launch.
Utility mechanisms include staking for consensus participation, governance voting, and gas fee payments when users opt out of the zero-fee model. The inflation schedule begins at 5% annually, decreasing to 3% over time, with EIP-1559 fee burns designed to offset inflationary pressures as network usage scales.
Exchange listings include Binance Futures, OKX Futures, Hyperliquid, MEXC, and Gate.io with $480-500 million in 24-hour trading volume. The strong exchange support prior to mainnet launch indicates significant institutional and retail interest.
Competitors & Partnerships
Plasma faces direct competition from Tron (dominant in low-cost stablecoin transfers), Ethereum (largest stablecoin ecosystem), and Solana (high-performance alternative). Tron processes $5.46 trillion in annual USDT volume through 750 million transactions, while Ethereum maintains the largest total stablecoin supply despite higher fees.
Competitive advantages include zero-fee USDT transfers versus Tron's $2-3 fees, Bitcoin-level security versus Tron's centralized validator set, and stablecoin-native design versus Ethereum's high gas costs. Solana's sub-cent fees present the strongest competitive challenge, though Plasma's USDT-first ecosystem and emerging market focus provide differentiation angles.
Strategic partnerships position Plasma favorably with Aave (institutional blockchain fund), Binance Earn ($1 billion commitment), Ethena, Euler, Morpho, and Curve committed to deploy on launch. The 100+ DeFi protocols ready for mainnet represents unprecedented partnership breadth for a new Layer-1.
Ecosystem strength benefits from Tether/Bitfinex backing, ensuring native USDT integration and institutional-grade stablecoin infrastructure. This relationship provides Plasma with preferential access to the world's largest stablecoin issuer and associated liquidity networks.
Milestones, Catalysts & Risk
Roadmap highlights center on the September 25, 2025 mainnet beta launch with $2 billion stablecoin liquidity and XPL token distribution. Q4 2025 targets include expanding DeFi protocol integrations and cross-chain bridge development. 2026 goals encompass enhanced privacy features, additional stablecoin support, and mainstream payment integrations.
Technical risks include execution challenges for a new Layer-1, potential security vulnerabilities in novel consensus mechanisms, and scalability limitations under heavy network load. Regulatory risks involve stablecoin compliance uncertainty, particularly in the US where the STABLE Act and other legislation could impact operations.finance.
Market risks encompass intense competition from established networks, user adoption challenges in migrating from existing platforms, and dependency on USDT/Tether relationship for core value proposition. The concentrated validator set during initial launch phases may present centralization concerns until decentralization mechanisms activate.
Security measures include Bitcoin state anchoring, trust-minimized bridge architecture, and validator staking requirements, though the system remains untested at scale. The project maintains transparency through documentation and partnership with established DeFi protocols to mitigate execution risks.
Socials & Community
Social media presence remains limited with Twitter @PlasmaFDN showing 1,340 followers and moderate engagement levels. The Discord community at discord.com/invite/plasmafdn appears active but specific member counts are not disclosed. Community building focuses on the "Stablecoin Collective" with 2.5 million XPL allocated to early participants.
Marketing strategy emphasizes institutional partnerships and developer ecosystem development rather than retail social media campaigns. The $373 million public sale completion and $1 billion deposit milestone demonstrate strong community interest despite limited traditional social metrics.
Network growth indicators include the 100+ protocol partnerships and significant pre-market trading volumes, suggesting institutional rather than retail-driven adoption patterns. Developer engagement appears robust based on testnet activity and ecosystem partner commitments.
The community governance model through XPL token voting provides long-term engagement mechanisms, though specific participation metrics remain unavailable pre-mainnet.
Chart
Price action shows XPL trading between $0.58-$0.79 in pre-market futures with all-time high of $0.795 and all-time low of $0.165 recorded. The token has experienced significant volatility with daily moves of 5-21% as institutional and retail participants establish positions.
Trading volume averages $480-500 million daily across Binance Futures, OKX, Hyperliquid, and other exchanges, indicating strong institutional interest. Volume distribution shows Binance commanding 55%+ market share, followed by Hyperliquid and OKX with significant positions.
Technical patterns remain limited due to recent trading launch in September 2025, though pre-market pricing suggests fair value discovery around $0.70-$0.75 range. The 14.17x USD ROI from ICO price of $0.05 indicates strong early investor returns.
Listing history includes futures trading on major exchanges with spot trading expected upon mainnet launch on September 25, 2025. The strong exchange support before official launch demonstrates institutional confidence in the project's viability.
HITMAN Score: 7.41/10Score Calculation:
(Market×0.09) + (Tech×0.15) + (Team×0.12) + (Growth×0.08) + (Runway×0.06) + (Token×0.20) + (Competition×0.05) + (Partnerships×0.05) + (Milestones×0.04) + (Risks×0.08) + (Community×0.04) + (Chart×0.04) = 7.41/10Investment OutlookSpeculative Buy – Compelling risk-adjusted opportunity for institutional portfolios seeking exposure to next-generation payment infrastructure with appropriate position sizing for high-risk, high-reward blockchain investments.

Binance will list XPL at 2025-09-25 13:00 (UTC) and open trading against USDT, USDC, BNB, FDUSD, and TRY pairs. Binance will also support Tether USDT deposits and withdrawals on Plasma Network. Users can start depositing XPL and USDT from 2025-09-24 10:00 (UTC). 

#BigTechStablecoin
#BinanceHODLerXPL

#MarketPullback
#BNBATH

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1. Executive Summary
0G (Zero Gravity) is a decentralized AI operating system (DeAIOS) and modular Layer 1 blockchain designed to power scalable, transparent, and verifiable AI applications.
Founded in 2023, it addresses centralization issues in AI by providing infrastructure for storage, data availability (DA), compute, and a service marketplace. It achieves high throughput (11,000+ TPS per shard) and low costs.
With a recent mainnet launch on September 22, 2025, 0G has demonstrated strong traction through 650 million testnet transactions, 22 million active accounts, and partnerships with over 100 entities, including Alibaba Cloud and Pyth Network.
Backed by $359M in funding from top investors like Hack VC and Delphi Ventures, and a native $0G  token with a 1 billion supply cap, 0G is positioned as a leader in the exploding DeAI sector.
Its community-focused airdrop and AI alignment nodes emphasize decentralization, making it a high-potential investment amid projected growth in decentralized AI to multi-billion-dollar markets by 2030. Risks include competition and regulatory hurdles, but 0G's modular architecture offers a compelling edge for AI-native DeFi, gaming, and agents.
2. About the Project
2.1. Vision
0G envisions a world where AI is a public good, democratized through decentralization to ensure transparency, fairness, and alignment with human values. It aims to power infinite, scalable AI applications on-chain, enabling trustless inference, training, and deployment while preventing monopolistic control.
2.2. Problem Statement
AI platforms compromise user privacy through data breaches and misuse, lack transparency in decision-making (affecting fairness and accountability), and risk misalignment with broader societal values due to control by a few entities. Replicating AI workflows in a decentralized way requires massive data processing and computation scalability, which current blockchains struggle with.
2.3. Solution
0G's DeAIOS features a modular, sharded architecture with interconnected layers: a storage network for decentralized data (using Proof of Random Access for incentives), a DA network for verifiable off-chain data (with GPU-accelerated erasure coding for 50 Gbps throughput), a serving network for AI compute and inference (via a marketplace with ZK-proof settlements), and a consensus network for security.
This enables infinite horizontal scalability, cryptographic verifiability, and cost-efficiency, supporting real-world AI workloads like agents, NFTs, and DeFi while integrating with ecosystems like Ethereum.
3. Market Analysis
0G operates in the decentralized AI (DeAI) infrastructure sector, which combines blockchain with AI to enable trustless, scalable compute, data, and models. This niche addresses the limitations of centralized AI giants by promoting open-source, verifiable systems.
According to industry reports, the global AI market is projected to reach $1.8T by 2030, with DeAI as a high-growth subset driven by Web3 adoption.
The decentralized AI market, encompassing protocols for compute, data marketplaces, and inference, is projected to grow at a CAGR of 35.9% through 2030. Demand for privacy-preserving AI and blockchain integration is a key driver. Rising AI adoption in DeFi/gaming and regulatory pushes for transparent AI are also key drivers.

3.1. Competition
Bittensor (TAO)
Decentralized AI marketplace for models and compute; token incentives for participation.
Focuses on peer-to-peer machine learning networks vs. 0G's modular L1 with integrated storage/DA; Bittensor emphasizes model sharing, while 0G prioritizes scalable infrastructure for on-chain AI workloads.

Fetch.ai (FET)
DeAI platform for autonomous agents and compute; uses blockchain for verification.
Agent-focused economy vs. 0G's full-stack OS (storage, DA, serving); Fetch.ai merges with Ocean/ASI alliance for data, but 0G offers higher TPS (11K+) and sharding for infinite scale.

Ocean Protocol (OCEAN)
Decentralized data marketplace for AI; token for data access and curation.
Data-centric vs. 0G's comprehensive AI OS; Ocean focuses on monetizing datasets, while 0G includes compute/inference layers and an EVM-compatible chain for broader dApp integration.

Akash Network (AKT)
Decentralized cloud compute for AI/ML; marketplace for GPU resources.
Compute-focused DePIN vs. 0G's AI-optimized blockchain with DA/storage; Akash is Cosmos-based for general cloud, while 0G targets on-chain AI with verifiable permanence and 50 Gbps DA.

SingularityNET (AGIX)
DeAI marketplace for services/models; token for transactions.
Service-oriented platform vs. 0G's infrastructure layer; SingularityNET builds on Cardano for AI agents, but lacks 0G's modular sharding and high-throughput for large-scale training/inference.

4. Features
0G Chain: EVM-compatible modular L1, sub-second finality, and DAG-based consensus for AI apps.
Compute Network: Decentralized GPU marketplace for trustless AI inference/training, using ZK-proofs for settlements and lower costs than clouds.
Storage Network: AI-optimized decentralized storage with PoRA incentives, supporting immutable logs and mutable key-value stores at ultra-low costs.
Data Availability (DA): Infinitely scalable DA with 50 Gbps throughput, erasure coding, and Ethereum integration for verifiable AI data.
Service Marketplace: Hub for AI models, agents, and services with pre-paid smart contracts and cryptographic verification.
AI Alignment Nodes: Verifiers ensuring protocol compliance, AI model integrity, and network security; reward-based with governance roles.
dApps and Ecosystem: Supports composable AI apps like agents, iNFTs, and games; 300+ partners, including Alibaba Cloud, Pyth, and RedStone.
 
5. Token
The native token is $0G , with a total supply of 1 billion. It serves as gas for transactions, storage fees/compute requests, staking for security, and incentives in the marketplace.
Tokenomics: 28% unlocked at TGE (mainly ecosystem growth), 21.32% circulating initially; team/investors vested over 4 years. 13% allocated to community airdrops, 15% to alignment nodes. Recent listings on Binance, Kraken, etc., and it is currently trading at $5. Utility drives value through network participation and AI services.

6. Team
Michael Heinrich (CEO): Serial entrepreneur, Forbes 40 Under 40; founded Garten (Y Combinator top company), ex-Bridgewater, Bain, Microsoft; Stanford alum focused on AI as a public good.
Ming Wu (CTO): Expert in blockchain/AI systems; ex-Amazon, Avalanche; leads technical architecture for scalability.
Fan Long (CSSO): PhD in computer science; ex-Microsoft, Chainlink; oversees security and consensus.
Thomas Yao (CBO): Stanford alum, ex-Myst Labs, founding partner at IMO Ventures; drives business development and partnerships.
The team includes 10+ PhDs, Olympiad medalists, and experts from Apple, Morgan Stanley, etc., and it focuses on rigorous innovation.
7. Traction 
0G's journey from testnet to mainnet has showcased impressive scalability and adoption, underscoring its readiness for real-world AI workloads. The Galileo testnet processed over 339 million transactions and onboarded 6 million active user accounts, hitting peak throughput of 2,500 TPS while supporting 8,000 validators, demonstrating robust network participation and performance under load.
Transitioning to the Aristotle mainnet on September 22, 2025, the protocol now delivers 11,000+ TPS per shard with sub-second finality, enabling seamless handling of high-volume AI inference and data streams.
Early mainnet metrics highlight strong initial activity: with 100+ launch partners integrating services like oracles (Pyth, RedStone) and compute (Aethir, Bagel), the ecosystem has already seen rapid deployment of dApps across DeFi, gaming, and agents.
Over 300 projects are building on 0G, bolstered by hackathons and an $88M accelerator program that has funded innovative AI-native applications.
Listings on major exchanges like Binance and Kraken have driven liquidity, with on-chain volume surging post-launch, positioning 0G as a go-to infrastructure for verifiable, decentralized AI at scale.
8. Investors
0G has amassed over $359M in total committed capital across equity rounds, token commitments, and node sales. This reflects strong backing from top-tier VCs and strategic players in the AI-blockchain space.
The project kicked off with a $35M pre-seed round in March 2024, led by Hack VC, with participation from Delphi Ventures, OKX Ventures, and others focused on scaling decentralized AI infrastructure. This was followed by a $40M seed round in November 2024, again led by Hack VC alongside Delphi Ventures, OKX Ventures, Samsung Next, and Bankless Ventures, with additional investors including Animoca Brands (and co-founder Yat Siu), Polygon co-founder Sandeep Nailwal, Abstract VC, Alchemy, Blockdaemon, and Foresight Ventures.

Complementing these, the 0G Foundation secured a massive $250M token purchase and liquid capital commitment in the same period, earmarked for protocol development and ecosystem growth. Additionally, $30M was raised through AI alignment node sales, empowering community verifiers and further decentralizing governance.
This funding mosaic provides a runway for technical advancements. It aligns strategic partners like Alibaba Cloud and Google Cloud to accelerate global adoption, making 0G one of the most well-capitalized DeAI projects in the market.
9. Conclusion
As decentralized AI reshapes the crypto landscape, 0G emerges as a frontrunner. It masterfully integrates modular blockchain architecture with scalable infrastructure to unlock verifiable, on-chain intelligence for the masses.
From its visionary approach to tackling AI centralization through high-throughput storage, DA, and compute layers, to the battle-tested traction of its Aristotle mainnet, boasting 11,000+ TPS and seamless integration with over 300 ecosystem projects, 0G is not just building tools but fostering an entire DeAI economy.
Backed by an elite team of innovators and over $359M in committed capital from heavyweights like Hack VC, Delphi Ventures, and Samsung Next, the project is well-equipped to capitalize on the sector's projected multi-trillion-dollar growth by 2030.
Robust tokenomics, including community airdrops and alignment nodes, ensure long-term decentralization, while strategic partnerships with Alibaba Cloud, Pyth, and others accelerate real-world adoption in DeFi, gaming, and beyond. For crypto-native investors, 0G represents a high-conviction play on AI's Web3 convergence, watch for sustained on-chain metrics and ecosystem expansions.

#AltcoinStrategicReserves #MarketPullback
$0G

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Global M2 chart tops
Macro Liquidity, Fed Policy
The biggest structural takeaway is that crypto will not decouple from macro.
The timing and magnitude of liquidity rotation, the Fed’s rate trajectory, and institutional adoption patterns will define how this cycle evolves.
Unlike 2021, the coming altseason, if it materializes, will be slower, more selective, and more institutionally focused.
If the Fed delivers liquidity via rate cuts and bond issuance while institutional adoption compounds, 2026 could be the most significant risk cycle since 1999–2000, with crypto positioned to benefit, albeit in a more disciplined, less explosive fashion.

1. Fed Policy Divergence and Market Liquidity
In 1999, the Federal Reserve hiked rates by 175bps while equities rallied into the 2000 peak. Today, forward markets are pricing the opposite: 150bps of cuts by year-end 2026. If realized, this would represent a liquidity-adding environment rather than liquidity-draining.
The setup into 2026 could mirror 1999/2000 in terms of risk appetite, but with rates moving in the opposite direction. If true, 2026 may prove to be “1999/2000 on steroids.”
2. The Crypto Market’s New Backdrop vs. 2021
Comparing today with the last major cycle:
Tighter capital discipline: Higher rates and lingering inflation enforce more selective risk-taking.No repeat of COVID-era liquidity surge: Without an M2 spike, adoption and allocation must be the growth driver.Market size x10: A larger market cap base means deeper liquidity, but outsized 50–100x returns are less likely.Institutional flows: With mainstream and institutional adoption now entrenched, flows are more gradual, favoring slower rotation and consolidation rather than explosive rotation across assets.
3. BTC’s Lag and the Liquidity Chain
BTC has lagged relative to liquidity conditions because fresh liquidity has been trapped upstream in T-bills and money markets. Crypto, as the furthest point on the risk curve, benefits only after liquidity flows downstream.

Catalysts for crypto outperformance:
Bank lending expansion (ISM > 50).Outflows from money market funds post-rate cuts.Treasury issuance of long-dated bonds, lowering LT rates.A weaker dollar easing global funding pressure.
When these unlock, crypto historically rallies late-cycle, after equities and gold.
4. Risks to the Base Case
Despite this bullish liquidity framework, several risks loom:
Rising long-end yields (from geopolitical stress).Dollar strength tightening global liquidity.Weak bank lending or tighter credit conditions.Liquidity stalling in money market funds instead of rotating into risk assets.
The next cycle will be defined less by speculative liquidity shocks and more by structural integration of crypto into global capital markets.
With institutional flows, disciplined risk-taking, and policy-driven liquidity shifts converging, 2026 could mark crypto’s transition from boom-bust to systemic relevance. 👇🧵
Macro Pulse Update 20.09.2025, covering the following topics:
1️⃣ Macro events for the week
2️⃣ Bitcoin Buzz Indicator
3️⃣ Market overview
4️⃣ Key Economic Metrics
5️⃣ EU Spotlight
1️⃣ Macro events for the week
Previous Week

Next Week

2️⃣ Bitcoin Buzz Indicator

3️⃣ Market overview
Macro & Markets
Fed Cuts Rates: Jerome Powell announced the first 2025 rate cut (25bps), bringing rates to 4.0–4.25%. Markets expect further cuts in Oct & Dec as job growth slows and inflation moderates.Bitcoin Reaction: BTC jumped above $117K, its highest since Aug 17.
Crypto & Payments
PayPal Expands Crypto: US users can now send BTC, ETH, and other tokens across PayPal, Venmo, and compatible wallets. New PayPal Links enable one-time crypto transfers exempt from 1099-K reporting.
Tokenization & TradFi
London Stock Exchange (LSEG) launched its Digital Markets Infrastructure platform for tokenized private funds. First user: MembersCap’s MCM Fund 1. Seen as a major step toward RWA tokenization.
DeFi & Onchain Activity
Ethereum Stablecoins: Supply hit an all-time high of $166B, led by USDT ($88B) and USDC ($48B). Ethereum cements its role as DeFi’s settlement backbone.Pump.funComeback: Solana memecoin launchpad recorded $3.38M daily revenue, briefly surpassing Hyperliquid. Buyback program drove a sharp rebound, accumulating 6.7% of PUMP supply since July.
4️⃣ Key Economic Metrics
Tariffs Are Backfiring on US Manufacturing
ISM PMI at 48.7 signals contraction: new orders modestly up, but output, exports, and employment all falling.Tariffs are raising input costs, not competitiveness. Electronics and appliances see rising development costs and 24% higher prices — yet margins are still shrinking.Instead of re-shoring, firms are exploring offshoring to bypass tariff-driven cost inflation. The policy goal is flipping on itself.
Employment & Investment Freeze
Transportation sector shows a stagflation dynamic: “prices up, volumes down.”Appliance makers have cut 15% of high-skill US jobs (engineers, finance, IT).Capex and hiring are frozen as policy uncertainty stalls long-term bets.Early signs of industrial hollowing are emerging, not revival.
Structural Policy Misstep
In the 1980s, targeted tariffs bought time for US motorcycle makers to restructure.Today, blanket tariffs (often higher on parts than finished goods) distort cost structures and reduce competitiveness.This is effectively a tax on domestic production, compounding inflationary pressures instead of fostering resilience.
Macro Takeaway
Broad tariffs are accelerating de-industrialization rather than reversing it.The PMI slump, layoffs, and stalled investment all point to tariffs undermining the very manufacturing base they were designed to protect.The bigger risk: US firms shift production overseas, hollowing out domestic capacity while raising consumer prices.
Immigration Policy Shift Is Reshaping US Labor Markets
Key Takeaway
Immigration restrictions are creating structural labor mismatches: industries dependent on unauthorized labor are stalling, without offset from native workers.Net result: slower job growth + higher prices = drag on GDP and risk of sector-specific inflation.
Employment Divergence
Peterson Institute data shows:
2023–H1 2024: immigrant-reliant industries and the broader private sector grew at similar pace.
2025: employment in immigrant-reliant sectors is flat-to-falling, while non-immigrant sectors keep expanding.
Industries Most Exposed
Construction, select manufacturing, tech/R&D, hospitality, landscaping, warehousing, repair services, and home health aides.Zero job growth since early 2025 in this group.Native-born workers are not filling the gap.
Macro Consequences
Labor Shortages: Supply squeeze is emerging in sectors critical to services and production.Price Pressures: Shortages already lifting prices in agriculture — likely to spread to services and construction.Employment Dynamics: Unemployment among native-born workers is rising despite unmet labor demand, reflecting mismatched skills and geographic stickiness.
US Inflation Accelerates, Stagflation Risks Rising
Macro Takeaway
US is entering a stagflation-lite environment: inflation accelerating while labor markets weaken.Markets are priced for Fed easing and AI-driven optimism, but policy risks (tariffs, immigration, fiscal stress) could reprice bonds and equities quickly.
Data Snapshot
CPI (Aug): +2.9% YoY, highest since Jan ’25.Core CPI: +3.1% YoY (unchanged, but still elevated).Unemployment Claims: 263k, highest since Oct ’21.10Y Yield: dropped from 4.25% → 4.01% in September.
Drivers of Inflation
Tariffs: Durable goods prices +1.9% YoY, biggest jump since 2022.Immigration Policy: Labor shortages in meat-processing → beef/veal +13.9% YoY.Broad Pressures: Inflation momentum building even as growth weakens.
Equity Market Paradox
S&P, Dow, Nasdaq all at record highs despite stagflation signals.Investor psychology:
Anticipation of Fed rate cuts.
AI euphoria: A single tech stock +36% last week, fueling spillover into tech and energy (AI demand = electricity demand).
Bond Market Dynamics
Yields falling not because of disinflation expectations, but due to worsening growth outlook + expectations of monetary easing.Risks of rebound in yields:
Re-acceleration in inflation.
Potential erosion of Fed independence.
Fiscal sustainability questions.
Capital outflows from global disengagement.
5️⃣ EU Spotlight
ECB Holds Rates Steady at 2%
Macro Takeaway
ECB signaling policy confidence while Fed shifts dovish = stronger euro cycle.Key risk: trade-driven shocks could test the ECB’s inflation stability narrative.
Policy Snapshot
ECB Benchmark Rate: 2% (unchanged for 2nd month).Fed Divergence Reversing: ECB paused easing while Fed is expected to cut, narrowing the rate gap → euro strengthening vs USD.
ECB’s Rationale
Inflation stabilized: Lagarde: “disinflationary process is over” and inflation is “where we want it to be.”Improved outlook: Decision signals confidence in growth prospects.
FX & Market Impact
Euro rallied sharply on ECB’s steady hand.As Fed eases while ECB holds, rate differentials compress, reinforcing euro strength and USD weakness.
Risks Ahead
Tariff spillovers:
If US tariffs weaken EU growth → disinflationary.
If tariffs lift global goods prices → inflationary for EU.Outcome hinges on external trade dynamics as much as internal policy.

#MarketPullback

Earning crypto in 2025 doesn’t always require big investments. In fact, you can earn $25–$500 a week—without spending a single dollar upfront—just by using Binance’s free earning features.
(There is Hidden ALPHA to be found in this article somewhere...)

Here’s exactly how I do it 👇
🔹 1. Binance Missions
Complete small tasks like quizzes, demo trading, or testing new features. Rewards usually range $5–$50 per mission.
👉 Hack: Always prioritize missions for new tokens. They add up fast.

🔹 2. Binance Earn (Zero-Deposit Trials)
Some staking products give trial funds or “airdrop staking.” I once earned $5 in a week from $0 worth of trial tokens.
👉 Hack: Enable auto-compound for bigger returns.

🔹 3. Binance Launchpad Airdrops
Participating in new project launches can net you $25–$100 in free tokens.
👉 Hack: Complete KYC early + hold the minimum required tokens.

🔹 4. Referral Rewards
Invite friends → earn up to 20% of their trading fees. This can stack up to $50–$200 weekly.
👉 Hack: Share your code with educational posts or tutorials to boost sign-ups.

🔹 5. Learn & Earn
Watch videos, take short quizzes, and earn tokens. I’ve made $5 - $30 in a single week just from this.
🔹 6. Free Trading Competitions
Some contests require no entry fees. Winners can bag $50–$500 in prizes.
👉 Hack: Practice with demo accounts before competing.

🔹 7. NFT Drops & Giveaways
Free NFTs from Binance events can later sell for $20–$200.
👉 Hack: Stay active on Binance announcements + join project Discords.
🔹 8. Binance Square Rewards
Posting market insights or original content here can earn crypto rewards. One of my posts earned $40 in a week.
👉 Hack: Use trending hashtags + hot projects for better reach.

📈 My Weakly Free Crypto Earning Strategy
✅ Daily: Missions + Learn & Earn.

✅ Weekly: NFT drops + Launchpad.

✅ Ongoing: Referrals.

✅ Optional: Trading competitions + Binance Square.

With this strategy you can potentially $25–$500 weekly — without spending a dime.

⚡ Pro Tip
Always check eligibility, deadlines, and token requirements. Don’t chase one-off hype—combine multiple streams for steady earnings.

🚀 Conclusion

Yes, it’s possible to earn free crypto in 2025. Binance’s ecosystem—missions, Learn & Earn, airdrops, NFTs, referrals, and content rewards—offers plenty of ways to stack income safely.
The secret? Consistency beats luck. Stay active, and watch your free crypto bag grow.

#BNBATH #BinanceSquare

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Thank you for making it this far. As promised for you I have a

✨Bonus Tip: HOLD and STAKE $BNB

it will automatically make you eligible for many airdrops and bonus staking rewards + you will get a discount on every type of FEE's (Trading, Minting etc.) on the Binance platform.

The crypto market is buzzing as Binance Coin $BNB crossed the $1,000 mark for the first time, a historic milestone that solidifies its position as one of the top digital assets. Former CEO Changpeng Zhao (CZ) celebrated the moment with the words: “To the next 10,000x together”, a nod to BNB’s journey from its humble $0.10 ICO price just eight years ago.
How Did We Get Here?
Before founding Binance in 2017, CZ was a serial tech entrepreneur with deep experience in financial systems, having led the development of Bloomberg’s futures trading platform in New York. Binance’s co-founder and Chief Technology Officer Roger Wang brought expertise from global banking giants Nomura and Morgan Stanley, while the rest of the leadership team similarly hailed from top-tier fintech backgrounds.
A turning point in BNB’s history was its migration from Ethereum to Binance Smart Chain (BSC) in 2019, later integrated into what is now the BNB Chain. During this transition, old ERC-20 BNB tokens were burned and reissued 1:1 on the new chain, laying the foundation for BNB’s utility in DeFi, staking, and Binance’s vast ecosystem of services.
What Comes Next for CZ and Binance?
Looking forward, Binance is reportedly in negotiations with the U.S. Department of Justice (DOJ) to lift the court-appointed monitor requirement from its $4.3 billion 2023 settlement related to anti-money laundering violations. Discussions suggest that enhanced compliance reporting could replace external oversight, echoing recent trends where similar monitors were terminated for large corporations.
Meanwhile, speculation is swirling after CZ updated his Twitter bio from “ex-binance” back to “@binance,” sparking rumors of a possible leadership return. While no official confirmation has been made, the move has energized the community and added momentum to BNB’s rise.

Market Impact and Investor Perspective
The BNB milestone comes alongside a broader 3% crypto market rally, fueled by the U.S. Federal Reserve’s anticipated 25 basis point rate cut. Institutional appetite is also growing, with digital asset treasuries (DATs) increasingly seeking exposure to high-quality, revenue-generating assets like BNB.
For long-term believers, the numbers speak for themselves: an investor who put $1,000 into BNB in 2017 would now be sitting on over $1 million, representing a staggering 1,000x return.
BNB has also reclaimed its spot as the fifth-largest cryptocurrency by market capitalization, surpassing Solana with a valuation of more than $140 billion.
Conclusion
BNB’s breakthrough above $1,000 isn’t just a price milestone — it’s a validation of Binance’s role in shaping crypto infrastructure and the resilience of the BNB ecosystem. Whether or not CZ makes a formal return, the project he founded continues to stand at the forefront of the industry.
The next chapter of BNB may not just be about price action, but about cementing its role as a cornerstone asset in a maturing, institutionally driven crypto market.

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#BNBBreaksATH #BNBATH

$BNB

19 September 2025 – Ethereum’s next major hard fork, Fusaka, has officially been scheduled for December 3, 2025, marking the network’s third major upgrade in under two years. Positioned as a technical, infrastructure-focused update, Fusaka introduces several Ethereum Improvement Proposals (EIPs) aimed at enhancing scalability, validator efficiency, and Layer 2 performance, all without disrupting existing dApps or contracts.
Key Takeaways
Ethereum’s Fusaka upgrade is now confirmed for December 3, 2025, following earlier estimates around November.The update focuses on backend scalability and performance with features like PeerDAS, blob parameter updates, and Verkle trees.This is a non-disruptive hard fork designed to enhance Layer 2 performance, not introduce user-facing dApp changes.Fusaka is part of Ethereum’s regular upgrade cycle and will be followed by “Glamsterdam” in early 2026.

What Is Fusaka?

Fusaka is the successor to May’s Pectra upgrade and part of Ethereum’s accelerated six-month development cadence. While it avoids flashy, user-facing features, it brings important behind-the-scenes changes to improve the Ethereum protocol’s speed, data availability, and node usability.
Fusaka focuses on:
PeerDAS (data availability sampling)Validator performanceBlob data scaling for L2sGas efficiency and execution layer enhancementsBroader client and node accessibility
The name “Fusaka” continues Ethereum’s tradition of naming upgrades after global locations, although its exact reference remains undisclosed.
Confirmed Activation Date
While early developer discussions suggested a November rollout, recent confirmations from Ethereum Foundation contributors and dev team calls now set the official mainnet activation for December 3, 2025. This date allows for more thorough testnet evaluations and ensures stability prior to Devconnect Buenos Aires, which begins on November 17.
Key Features Of The Ethereum Fusaka Upgrdade

Testing Timeline and Development
Ethereum’s dev teams have followed a structured rollout process:
Devnet-3 testing began in July 2025Holesky testnet activated in September (to be deprecated post-Fusaka)Bug bounty program launched on September 17 with $2 million in rewards via Sherlock, Lido, and GnosisPublic testnets will continue running through October for final stability assessments
This mirrors the Pectra and Dencun upgrades, which also followed staged testnet launches and public bounty programs.
Developer and Community Outlook
The Ethereum development community has emphasized incremental, production-ready delivery to avoid delays and ensure smooth transitions. Fusaka’s success will be measured less by immediate hype and more by its long-term impact on:
Lower rollup costsIncreased node decentralizationHigher transaction efficiencyBetter integration with Web2 infrastructure
The upgrade aligns with Ethereum’s “Surge” roadmap phase, which targets scaling and decentralization. Following Fusaka, the next planned upgrade is Glamsterdam, expected in early 2026.
Market and Ecosystem Relevance


Fusaka won’t change how most users interact with Ethereum, but it significantly enhances the protocol’s backend capabilities. Key benefits include:
Rollup fees drop further due to expanded blob capacityNode operators see reduced hardware requirementsDevelopers benefit from lower gas costs and easier deploymentSecurity researchers get better audit tools via stateless structures
Sentiment around the upgrade is positive, especially among developers and rollup teams who rely on Ethereum’s Layer 1 as a settlement and data layer.

#ETH #EthereumUpgrade

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Market Overview
We updated our market indicator language to make it more actionable, introducing the "Token Metrics FOMO Index" to gauge market temperature. The scale ranges from "capitulation" (market bottom) through "accumulation," "balanced," "crowded," to "frothy" (potential top). Currently, the market sits at approximately $4.1 trillion total market cap with conditions suggesting it's appropriate to trim positions from a macro perspective.
Trending Projects Analysis
Myx Finance continues its strong performance, up over 60% in a single day despite previous volatility between $10-18. This derivatives platform on Binance Smart Chain maintains a strong buy rating following recent market catalysts.
Pump.fun has gained significant momentum with a 150% increase over 30 days, driven by revenue-sharing initiatives with content creators on their platform. The project has adopted Hyperliquid's model of returning value to token holders, creating a "Twitch for Web3" ecosystem where streamers launch tokens and earn revenue.
Solana experienced a resurgence from July lows around $160 to $235, bolstered by Kyle Samani's Multicoin-led $1.65 billion digital asset treasury vehicle specifically for SOL accumulation. This represents the expanding trend of crypto assets being accumulated on corporate balance sheets.
Hyperliquid continues its exceptional performance since launch, implementing a revenue-sharing model where 97% of protocol revenues fund token buybacks. The platform has outperformed most large-cap assets and crossed $55 from April lows around $12.
Sector Developments
Layer 2 Solutions: Linea, a new EVM chain from the Consensys and MetaMask teams, launched its token recently. Linea blockchain has a $1.8 billion TVL, $439 million market cap and a $2 billion FDV. The project raised $750 million from VCs, including Microsoft, MasterCard, and SoftBank.
Base Token Speculation: Coinbase's Base chain announced exploration of a native token launch. Given Binance's BNB trades at $132 billion FDV as the fifth-largest cryptocurrency, a Base token could potentially create substantial value for the publicly-traded company.
Robotics Category: The emerging robotics sector gained attention following industry announcements about the trillion-dollar humanoid market potential. Projects like Peaq, Geodnet (RTK network), and Auki (spatial computing) represent infrastructure plays for the machine economy.
Revenue Generation Focus
The market increasingly rewards projects generating actual revenue. Beyond stablecoin businesses, Pump.fun and Hyperliquid lead in revenue generation, with their tokens responding positively to revenue-sharing models. This "revenue super cycle" represents a shift toward fundamental value creation.
ETF and Institutional Flow Data
Bitcoin ETFs recorded $757 million in inflows on September 10th, the strongest single day since July. Fidelity contributed $299 million while BlackRock added $211 million when Bitcoin traded at $114,000.
Ethereum ETFs saw $171 million net inflows after recent outflows, with BlackRock leading at $74 million and Fidelity at $49 million when ETH traded at $4,400.
Protocol Updates
Hyperliquid Ecosystem: The platform's native stablecoin ticker USDH was awarded to Native Markets after a competitive bidding process involving Paxos, PayPal, VanEck, and others. Circle subsequently announced native USDC deployment on Hyperliquid, investing directly in the platform.

Solana Infrastructure: TVL reached a new all-time high of $15 billion, growing from $12.79 billion in early September. Forward Industries plans to actively deploy holdings into Solana DeFi strategies, potentially catalyzing the ecosystem's growth.

Technical Analysis
Peaq: Recently broke above previous range resistance around $0.09-$0.10 with strong volume. Key levels to watch include $0.14 initial target and $0.42 mid-range target, with clear stop-loss below $0.06.
Market Structure: Total 3 market cap remains below all-time highs at $1.15 trillion. A breakout above previous highs could signal the beginning of a broader altcoin season.
Code Review Highlights
Hyperlend: A lending protocol on Hyperliquid with $884 million liquidity, offering yield strategies across various assets. The platform scored 83.6 in the Token Metrics technical assessment.
Flare Network: A Layer 1 blockchain focused on data solutions, partnering with Layer Zero and Google Cloud. Technical score of 85 reflects strong developer infrastructure.
Upcoming Catalysts
Federal Reserve rate cut expectations continue influencing market sentiment. Historical data shows rate cuts typically drive markets higher over 12-month periods, though brief corrections often occur within 30 days of initial cuts.
Solana mobile ecosystem development continues with Seeker phone deliveries generating substantial airdrops for early adopters, with plans for an official ecosystem token (SKR) later this year.

🚨Top News:
-Crypto majors retreat after post-FOMC rally; BTC -1% at $116,300
-Joe Lubin confirms MetaMask token coming “very soon”
-Plasma sets mainnet debut & XPL token TGE for Sept 25
-Pump Fun crosses $100M in PUMP buybacks (tho PUMP falls 7%)
-Kevin Durant regains access to Coinbase wallet lost in 2016 when BTC was $600

Macro Crypto and Memes
-Crypto majors are red and retreating after the post-FOMC rally; BTC -1% at $116,300, ETH +-1% at $4,510, XRP -3% at $3.02, SOL -2% at $240
-ASTER (+32%), IMX (+10%) and NEAR (+8%) led top movers
-MSTR stock jumped 7% on Thursday, outperforming Bitcoin’s 2% rally

-The Bitcoin ETFs saw $163M in net inflows, while the ETH ETFs led with $213M

-Google Cloud and EigenLayer partnered to make EigenCloud the verifiable backbone for AP2 agentic payments across cards, bank rails, and stablecoins

-Coinbase introduced USDC lending within its app, allowing users to earn yields up to 10.8% via Morpho

-The White House is looking at other CFTC chairs after Brian Quintenz’s confirmation has stalled, at least partially due to criticism from the Winklevoss brothers

-Kraken partnered with Legion to debut “Kraken Launch,” a token-sale platform that brings IPO-style, reputation-scored allocations and early token access to millions of users with its first sale “coming soon.”

-Kevin Durant regained access to Bitcoin he “lost" access to on Coinbase back in 2016, which he purchased when Bitcoin was ~$600

🐳In Corporate Treasuries / ETFs
-Brera Holdings rebranded to ‘Solmate,’ and announced a $300M private raise to build a Solana treasury (BREA stock briefly +500%)
-The DOGE ETF $DOJE did $17M volume in its debut yesterday, enough to notch a top 5 debut for any ETF this year
-The first Crypto Index ETF launches today from Grayscale, including BTC, ETH, XRP, SOL and ADA

🤡In Memes
-Memecoin leaders are very red along with majors; DOGE -3%, Shiba -3%, PEPE -3%, PENGU -3%, BONK -3%, TRUMP -2%, SPX -8%, and FARTCOIN -2%
-1 led top movers again, up 100% to $12M; MESA +2500% to $2.6M was another notable mover

💰Token, Airdrop & Protocol Tracker
-Consensys founder Joe Lubin confirmed a MetaMask token is coming “very soon”
-Plasma will launch mainnet beta next week on Sept 25 along with its XPL token airdrop
-Pump Fun crossed $100M in PUMP token buybacks, averaging $2M-$3M in buybacks per day over the past few weeks
-Avantis introduced Mag 7 perps, allowing users to go up to 25x long stocks like TSLA and APPL
-Rekt’s ‘Moon Crush’ sale goes live at 1 pm ET today, with DRANK points going to buyers

🤖AI x Crypto
-Overall market cap -4% at $13.6B, leaders were red
-FARTCOIN (-1%), VIRTUAL (-4%), TIBBIR (-5%), aixbt (+1) & ai16z (-4%)
-HYPER (+41%) and TETSUO (+14%) led top movers
-Talus Labs debuted its testnet along with $125,000 in cash prizes for a new AI Agent game

✨What is happening in NFTs?
-ETH NFT leaders were mostly flat; Punks -1% at 47.9 ETH, Pudgy even at 10.5, BAYC even at 9.3 ETH
-Cryptodickbutts (+13%) and Meebits (+10%) were top movers
-Abstract NFTs saw a lot of green led by Roach Racing and Bearish
-Gondi rolled out its Gondi Purchase Bundler, allowing users to buy NFTs across marketplaces without needing the full purchase amount (using existing loan offers for the difference)