Blockchains gave us self-custody of money. Privacy tech gives us self-custody of data. If you care about human-centric design in crypto, my latest Substack article is for you. Featuring: @ArciumHQ, @aztecnetwork, @nillionnetwork, @penumbrazone, and @zama_fhe. Link ↓ PS: Available for free for 1 week, so make sure to bookmark ;)

6 more airdrops you don’t want to miss. Part 2 is here. Tap & hold to download in 4K. Featuring @Zypher_Network, @LC, @FractionAI_xyz, @soneium, @DGramNetwork, @infinifilabs.

I had the pleasure of testing @SentientAGI’s closed beta. It’s hard to overstate how big this could be for the future of our industry. Every major IT and social media company is now launching AI models as a new kind of search engine – a gateway to the next version of the internet – poised to become the centerpiece of the global attention economy. But crypto is more than just a searchable web. All the data is already on-chain – you just need the right tools to connect the dots. With AI agents, intents, and chain abstraction, products like Sentient could evolve far beyond a “CryptoGPT.” They have the potential to be everything at once: discovery engine, risk analyzer, opportunity scanner, aggregator, trading terminal – all in one. Excited for the public beta of @sentient_chat.

Where my stables are atm ↓ More recommendations?

Alright, I have to admit – not all Kaito-leveraging experiments are created equal. At first, I assumed @opinionsdotfun was just another Loudio >< Kaito mindshare farming machine, gearing up for a TBA token that would eventually drift to zero. But it’s more like a Pump fun for opinions. And while I’m not exactly a fan of the pure speculation ethos, let’s be real—that’s still one of the strongest revenue engines in crypto. If the product actually ships, it could follow a trajectory similar to Friend Tech: a mix of KOL hype and speculation markets. That’s a powerful combo. Let’s see how it plays out. This one’s staying on my watchlist.

My <$100m Market Cap Tokens Tier List 🧵 Bull 🐂 @MagicNewton $NEWT: A bet on AI automation + a maturing AI on-chain infrastructure. It's still trading ~60 % below its June ATH, lots of room to run. @Chromia $CHR: Relational L1 with lots of bullish triggers coming (physical AI, DB integration). Up ~50 % in the past month + fully vested. @WalletConnect $WCT: Product with strong PMF and rising revenue. Underwent a correction and broke out of the range now. @peaq $PEAQ: A bet on DePIN narrative. The price has been consolidating and is now making higher highs. @nillionnetwork $NIL: I'm betting on Nillion to win the privacy race with their "blind computer" vision. Strong community + bullish TA. Crab 🦀 @Sagaxyz_ $SAGA: The tech is promising, and they have great yield opportunities through their Liquidity Layer. It's down bad from ATH and unlikely to trade near it again. @humafinance $HUMA: The PayFi narrative is strong and has potential with stablecoin adoption. But I don't like the float and tokenomics, risk of lots of sell pressure. @AvailProject $AVAIL: Big ambitions in modular DA, but the price action isn't following the market. But I still believe in the team. @sparkdotfi $SPK: It's a yield hub for stablecoins with big potential. I'm concerned about tokenomics and increased competition in this niche. Bear 🐻 @Humanityprot $H: The proof-of-identity narrative seems still in the infant phase for me. The tech has fundamental problems and needs improvements. @QuaiNetwork $QUAI: It has failed to gain meaningful adoption or developer traction. The market is realizing that, and the price is stagnating. @zora $ZORA: The 'coin that' thing seems like an artificially inflated narrative by the Base team. A memecoin-style playbook. @Scroll_ZKP $SCR: Questionable tokenomics + overcrowded L2 narrative. It's fundamentally weak with virtually no activity and use cases. What did I miss? Hope you enjoyed this post and found some new VALUABLE information. If you wanna support me, I'd appreciate a like, reply, and RT <3

You must have already heard about @KiiChainio's ORO testnet. I want to speak about why you should participate in it & why Kiichain might be a big thing. In short: → It's the first FX-focused L1 built for stablecoins & RWAs → Designed for emerging markets with real-world use cases → Built on Cosmos SDK, but EVM-compatible → Offers modular compliance, on-chain FX, PayFi rails, and RWA tokenization via T-REX The testnet isn’t just dev sandboxing. It’s early access to the infra layer where stablecoins actually get used — in payments, lending, and cross-border settlement. Start testing now →

ICYMI: @BeamableNetwork has launched thewhitelist for the Alpha Sale for Checker Nodes — the backbone of its DePIN infra for live-service games. Here’s what makes it worth a look ↓ • 3,000 nodes only • $370 each (limit 20/user) • Earn $BMB tokens via real validation (not speculation) • 1% of total supply (10M tokens) will be emitted to node holders after TGE in Q3 2025 • Emissions vest over 90 days post-TGE • No setup required — can run via NodeOps, Easeflow, or your PC • Fully tradable after 1 year • NFT-based licenses on Solana Checker Nodes validate network uptime & service integrity with ZK + verifiable compute. As more games plug into Beamable, nodes earn via a cut of every confirmed service interaction. Here's your code: !S_Murr HOW TO CLAIM 1) Join 2) Type the code in ANY channel 3) Travel to the NODES channel that opens up 4) Input your Email and fill out the Linked Google Form NFA, DYOR. More info ↓

Since its creation, Bitcoin has been declared “dead” more than 470 times by journalists, economists, and regulators. And yet: here we are. With just 1.34 million BTC left to be mined.

GM, Lately, a few people have been asking me: “Is the old altcoin cash flow cycle we’ve used in past seasons… still valid this time?” It’s a familiar question but I’m no longer sure the answer is as simple as it used to be. So let’s look at the current setup: ▫️ BTC dominance is peaking ▫️ ETH is holding its range lows ▫️ Others/BTC is back at -79% ▫️ Retail? Still missing The real question is: Is this the same pre-altseason pattern we’ve seen before or are we mid-shift into a new capital rotation structure no one’s ready for? Let’s break it down. 🧵 1⃣ The old playbook: BTC → Majors → Others We’ve seen this pattern repeat like clockwork: – BTC rallies into new highs → dominance spikes – Majors (ETH, SOL, XRP) lag at first – Mid and low caps get crushed, then explode… but only at the end That’s how it worked in 2017, 2021 and so far, it’s playing out again. Look at the charts: → Others/BTC hit -79% in the first leg of the bull (again) → ALT/BTC pairs bottomed right as BTC started its second leg → BTC.D historically tops out right now, during the consolidation before the final thrust 2⃣ But this cycle feels harder and for a reason Here’s what’s different this time: – 44+ projects waiting for TGE on Kaito (avg 2-4 months delay) – Many of these unlock in 2025, large, coordinated VC unlock waves – $1.1B of token unlocks coming next week alone (TRUMP, FTN, etc.) – Netflows are concentrated in ETH, HYPE, Hyperliquid, Arbitrum This is not the broad-based liquidity rotation we saw in DeFi Summer or Q1 2021. Instead, we’re seeing local altseasons within isolated ecosystems, not a full market-wide wave yet. So if you’re holding random altcoins waiting for them to just catch up, you might be waiting forever. 3⃣ The Ethereum signal ETH is quietly telling the story before the others. ETH/USD just reclaimed the range low, retested, and is pushing into the midrange. ETH/BTC is showing early signs of a potential macro bottom, just like 2020. In previous cycles, this was the precise inflection point before altcoins outperformed: – Bitcoin starts second leg – ETH catches up – Retail rotates to high beta alts It’s not confirmed yet, but it’s close. 4⃣ The structure risk: What if we supercycle? There’s a real risk that this cycle breaks the pattern. If Bitcoin breaks out above the historical diminishing return resistance line, the same one that capped each past cycle, then dominance might never drop the same way again. That would mean: – No clean altseason rotation – Dominance keeps rising with BTC as a macro asset – Only a few select alts perform, not the whole market Do I think that’s the base case? No. But it’s a growing probability and it changes how I manage risk. 5⃣ So what’s the play? Here’s how I’m thinking about it: – Yes, the classic altseason structure is lining up – But, there’s way more dilution, more noise, and slower rotation – The best setups are: low unlock supply + strong communities + narrative clarity Examples that fit the mold right now: – HYPE (structure, narrative, no heavy unlocks) – KAITO (InfoFi traction) – ETH (range structure + dominance pivot) – SEI, XRP, AAVE (chart + macro inflection) The rest is probably just going to bleed unless something shifts. 6⃣ Final thought: Altseason won’t come gift-wrapped There won’t be a clear tweet saying It’s altseason now Like last cycle, it’ll sneak up on you after max pain, max boredom, and max disbelief. But if you track the structure not the hype, the signals are starting to rhyme. We’re close, just don’t confuse a rotation window with a free-for-all. And always know where you are in the cycle.