ICEBAG

WHY SLOW COOKS ARE BEST

A big thank you to @ElonTrades on X for letting me know about one of the great opportunities in this cycle which today stands at a 4X but it didnt get there in a day and didnt retrace in a day.

$EXFIL is a project that potentially can mix it with FOMO and PUMPFUN but that will be decided by Adoption, Trust and UX

If the Super Duper Dox Developer Managers to fix all of those 3 things then its a 100m to a Billion Crypto.

The Developer has a track record of Delivering from Zero to Hero

What is next - The achievable target of 10m MC and then the hard works starts with the grind up to 50m and then 100m MC

My best guess is it gets to 10m MC and then its up to @exfildotfun and @abhilashi to make it happen.

Lets revisit in a few weeks or when we hit 10m

Top 5 Privacy Tokens to Watch This Cycle:

$DASH

$NEAR

$ZEC

$BDX

$XMR

Privacy is becoming a bigger narrative in crypto.

$BTC $81,789 | $ETH $2,398.39 | $SOL $104.49
Tue Oct 20, 12:38 AM CT via CoinGecko

All three about 1% red on the day, almost to the decimal. 😏

After a weekend of CT constantly talking about a potential repeat of the 1987 crash, #BTC is still holding the $81–83K range.

But I think not crashing >< bullish confirmation.

BTC ETFs have now seen 2 consecutive weeks of outflows, while altcoins remain relatively weak and liquidity hasn't really returned.

Probably not the time to expect a broad altseason just yet.

Instead, I'm looking at where liquidity has a reason to flow back:

> $HYPE : Perp DEX, HIP-3, and the growing trend of bringing stocks/commodities onchain

> $PENDLE : Yield trading and opportunities as demand for interest rate management grows

> $UNI , $CAKE : DeFi revenue, token value accrual, and real trading activity

> $NEAR : AI/Intents narrative alongside potential tokenomics changes

I'm also keeping an eye on AI agents, prediction markets, and tokenized stocks, narratives that still have their own momentum on CT.

My plan: still holding mainly cash, watching relative strength + tokens holding up well when BTC gets volatile, and setting limit orders.

If BTC reclaims key resistance levels with stronger volume, I'll start increasing my exposure.

The easy money might be gone, but I think the selective opportunities are still there 💎

🚨💰 Bitcoin mining company MARA Holdings appears to be selling $BTC .

Wallets linked to #MARA deposited 1,000 $BTC ($82.8M) into #Binance and #Gate over the past 5 days.

RWA sector has scaled real fast in the last 18 months.

CoinGecko’s own 2026 report had tokenized RWAs at $5.4B at the start of 2025 and $19.3B by the end of Q1.

Broader trackers now put distributed on-chain value around $39B, with holders past 5M.

Why it actually moved, imo:

– Regulation stopped being pure fog w/ MiCA, the DTCC tokenization pilot, clearer paths for tokenized stocks

– Institutions shipped real products. $BUIDL, @Franklin, @Circle, @Ondo

– Treasuries still anchor it, but gold, credit, stocks and $ETFs are growing faster

– Stablecoins already gave the sector on-chain cash

The first wave proved you can tokenize → this wave is about whether anyone uses it.

@coingecko already dropped an $RWA page for fast tracking the sector in Mcap, volume, token count, by asset type or issuer. It could be a good tool if you are an RWA maxi, ngl

coingecko.com/en/charts/rwa

Crypto is having another rough day, right before the anniversary of the 10/10 crash.

$BTC briefly dipped below $81K
$ETH fell toward $2.4K
over $1.19B in positions were liquidated in 24H, mostly longs.
And it's not just crypto. Nasdaq fell 1.25%, while the S&P 500 dropped 0.47%.

Wtf is going on

RWAs are getting harder to ignore.

But what caught my attention on @coingecko today is the scale of the market sitting behind the narrative.

The RWA page currently shows:

• $9.011B tokenized market cap
• $511.167M in 24H volume

The interesting part is being able to see how this market is actually moving in real time, rather than just hearing about tokenization as a future narrative.

And the bigger picture is even more interesting.

Tokenized RWAs have grown significantly as Treasuries, commodities, stocks and ETFs increasingly move onchain.

You can track the market and explore the data yourself:

coingecko.com/en/rwa

‪A whale is going massively long on the crypto market

He has opened:

- $99 Million $ETH long
- $24 Million $BTC long
- $15 Million $HYPE long
- $9 Million $PUMP long

Expecting Uptober pump?

@Solana led stablecoin growth in the past 24 hours, adding $312.5M, with @Tron and @Arbitrum close behind.

$SOL +$312.5M
$TRON +$214.0M
$ARB +$178.9M
$BNB +$40.0M
$base +$30.3M
$ETH +$15.8M
#Optimism +$10.7M
$XRPLF +$8.0M
#NEARProtocol +$3.6M
#tempo +$2.9M

Via @tokenterminal

How to Compare Two Cross-Chain Swap Routes on STON.fi

Cross-chain swaps can feel confusing, especially when you have multiple routes to choose from.
But don’t look at the exchange rate alone. Here are the key things to compare:

1. Source & Destination
Check the network you’re sending from and the network where you want to receive your assets.
Example: $TON → Ethereum or $TON → $TRON.

2. Final Amount
The most important number is how much you will actually receive after fees and other costs.

3. Route & Execution
Look at how the swap will be executed. STON.fi Omniston uses RFQ and resolvers to find cross-chain liquidity and facilitate execution.

4. Fees & Price Impact
A route showing a better rate isn’t automatically better. Check the fees and how they affect your final amount.

5. Speed
If two routes provide similar final amounts, execution time can become an important factor.
6. Destination Address

Before confirming, make sure the destination network and address are compatible with the asset you want to receive.

Simple rule:
Route A → Better final amount + reasonable fees + faster execution
Route B → Lower quoted cost + slower execution + lower final amount

When comparing cross-chain routes, ask yourself:
“How much will I receive, how much will I pay, and how long will it take?”
That’s more useful than looking at the exchange rate alone.

One Swap. Across Chains.
🌐: https://app.ston.fi/

Most people are still trading $ARC like its launch week.

91% of DeFi TVL
already sitting in @Morpho and @aave tells you the real story here isnt memecoins, its credit markets forming faster than anyone priced in.
Launchpads got the attention while $USDC credit is quietly becoming the actual base layer.
That rotation (launchpads to credit to RWA♻️) is the trade nobody is positioned for yet.

𝑩𝒖𝒕 𝒊𝒔 5 𝒅𝒂𝒚𝒔 𝒓𝒆𝒂𝒍𝒍𝒚 𝒆𝒏𝒐𝒖𝒈𝒉 𝒕𝒐 𝒔𝒆𝒑𝒂𝒓𝒂𝒕𝒆 𝒔𝒊𝒈𝒏𝒂𝒍 𝒇𝒓𝒐𝒎 𝒏𝒐𝒊𝒔𝒆 𝒐𝒏 𝒂 𝒏𝒆𝒘 𝒄𝒉𝒂𝒊𝒏 ?

#Arguspad went from a 2.8M pre launch MC to 16-17M while still running 11-20M a day after the hype faded.
#TollyLabs ( $TOLLY )Lis sitting on the 2nd deepest native token book I can find, backed by a launchpad plus trading terminal setup that actually makes sense long term.
Everything else copy pasted the launchpad model and died with the mainnet spike. These two didn’t, so right now thats a short list.

As usual, Once the initial mainnet hype fades, most of the launchpad tokens that popped off will fade with it. The ones still pulling real volume and holding liquidity after the hype clears are the actual signal, not the ones that spiked on day one and went quiet

$85,900 for one $BTC

The clean metric for tokenized RWA on Stellar is not the total value locked. It actually is on how many times the book turns over.
Take the Money that moved in a Month and divide it by the Total value sitting on the chain. That’s the Audit nobody runs.

@StellarOrg RWA book turns over once every 8 months. @ethereum turns over almost once a month. Most of that $3.28 billion on Stellar is fund shares built to be bought and held, not traded.
• @Spiko_finance ’s eurSAFO fund sits near $968 million. • Franklin Templeton’s tokenized money market fund, called BENJI, holds about $450 million.
• @Ondo tokenized treasury product, USDY, holds $535 million.
• Onebond product, VuMe Bond 2030, holds $500 million with a single holder.
That last one should end the debate on whether this is a real market.

Meanwhile Stellar’s stablecoins also turns over about 23 times a month, beating Ethereum’s roughly 11. The Chain itself isn’t slow. The Assets sitting on it are parked.
Asset managers leaned towards Stellar because settlement is cheap and they get direct control over who can hold their tokens, not because there’s an active two sided market for these funds.

So, Until something forces these Tokens into Lending, into use as Collateral, or onto a Regulated Trading Venue, turnover will stay a rounding error next to the total value.
Someone said, Issuance without a second buyer is just a prettier NAV file 🤔 👀
#RWA #Stellar #stable

The bullrun is officially BACK!

Congrats to all who held. 🥂🥂
$SOL

This $STRIP ITTC sale is ON (August 7)

This isn’t just early access to a token. It is full early access to the base layer for Cross chain Assets that can actually be acted on, not just moved around.

Everyone has been watching $Stripchain build the piece that nobody else was.
Instead of renting liquidity route by route from solvers, it owned a protocol Level Bridge, Mints Synthetic assets, and treats solvers as Programmable Applications instead of just inventory holders.

This my friend, is the difference between a Swap Engine and a unified Computer.

$Stripchain Sale link:
🌐 https://ico.stripchain.xyz?wl=WLeqRQr49XAm

Everyone’s excited about intents. Almost nobody is asking why every intent protocol turned into the same thing: A Fancy Swap engine.

Near Intents, most “chain abstraction” plays, they solved identity, not assets. You get one address that can represent you across chains. Cool. But the assets themselves never left home. Your BTC is still just BTC sitting on Bitcoin. When you submit an intent, a market maker fronts the destination asset from their own inventory and rebalances later. That’s it. That’s the whole trick. The protocol’s own liquidity never touches the transaction, it’s just outsourced to whoever’s holding inventory that day.
@Stripchain is building the part everyone skipped. Public testnet v1 is live on Arbitrum Sepolia across Bitcoin, Solana, Ethereum, Sui, and Arbitrum, and it’s the first protocol actually going after unified liquidity, not just unified identity.

Why is the timing is right?
Solver based intents hit a ceiling fast so you can only rent so much market maker inventory before it becomes the bottleneck. @Stripchain flips that, owns the liquidity through a protocol level bridge instead of borrowing it route by route, and treats solvers as programmable applications instead of just asset lenders.

What edge does this give?
This isn’t a swap app with extra steps. It’s the base layer for cross chain assets that can actually be acted on, not just moved.

Testnet is open right now, no code needed.
Go generate your StripAccount, fund it, mint your synthetic assets, and get in before v2 gates access.
Community program and the ITTC sale waitlist both open soon, early testnet users get a first look.
🌐 home.stripchain.xyz

#Ethereum is the dominant destination for onchain borrowing, currently home to 67% of all DeFi loans.

https://blockworks.com/analytics/lending
$ETH

Is "cold wallet = safe" still a valid take?
Or has that mental model just got broken

What did I miss?
$BTC