Holy shit.. i just built an Ai that lives in the real world it has its own phone number.. and it literally calls me, we talk, and it carries out tasks for me in the real world. 🤯

Lighter’s revenue and $LIT buybacks will go absolute nuts with this next wave of integrations and products.. what makes me more bullish is how all these pieces connect. first, Lighter doesn’t need everyone to trade on its own app: - Robinhood allet already lets eligible users trade Lighter perps inside the wallet. - Wallet in Telegram already offers Lighter-powered perps without users leaving Telegram. - OpenMarket just added 208 Lighter markets, including crypto, stocks and other TradFi perps. - TrueNorth AI and Circuit AI connect agent based trading to Lighter, while Folio brings another trading frontend. - Renzo has launched tokenized equity basis yield strategies using Lighter, starting with SPY. so wallets, trading terminals, agents and yield products can all bring activity to the same underlying exchange. then there’s also what gives those users more reasons to trade: - binary options are already live, with regular calls and puts targeted by year end. - portfolio margin is targeted alongside them, allowing offsetting spot, perp and options positions to use collateral more efficiently. - @ether_fi ’s weETH is already accepted as collateral, giving holders another way to put their assets to work. - LighterEVM, built with Axiom, is live on devnet with mainnet targeted by year end, opening up more vaults and trading apps. and there are more potential distribution channels ahead: - more wallet and exchange integrations are planned; MetaMask, Coinbase and Interactive Brokers - US trading and clearing applications are planned for November; approval could enable US broker integrations and deeper Robinhood distribution - Bitwise and 21shares already offer LIT ETPs on Xetra, making the token itself accessible through brokerage accounts. so the loop is simple.. other apps bring traders. more products give them more ways to trade. that activity can generate more fee revenue, which helps fund more $LIT buybacks. there’s already evidence of this working. Q3 update reported over $1.1m in fees attributable to Lighter from its Robinhood instance after the split. across Lighter, 2.45m LIT bought back during Q3 was subsequently burned.

Are people actually using these tokenized stocks for anything beyond trading them ? yeah, on $AAVE, that’s starting to happen.. Coinbase stock token deposits on Aave V4 Base crossed $10m up 514% over last 30 days… PAY ATTENTION TO THIS RISING ACTIVITY these tokens can be used as collateral to borrow USDC… so eligible holders can access dollars without selling their stock exposure, although they still face liquidation risk. and that gives Aave another source of potential borrowing demand beyond crypto holders..

A smarter way to track the coins in your portfolio or on your watchlist: this is basically what my workflow with @nansen_ai Agent looks like first, i give it the coins and one line explaining why each one interests me then whenever i review the list, i ask what has actually changed: - waiting for a launch? did it ship, get delayed, or attract users? - expecting more activity? is usage actually growing? - holding for buybacks? how much was really bought back? - already holding? has anything weakened the original thesis? for every coin, i want a simple update: - what changed - why it matters - whether the thesis is stronger or weaker - what to watch next - dated sources for every claim and if nothing meaningful happened, just say that because in a weak and choppy market like this, i’d rather know which thesis still deserves my money… than keep holding something only because i’m waiting to break even

Schizo take: The current setup: → Inflation keeps pressure on rates
→ Borrowing stays expensive
→ Debt funded AI projects get harder to justify
→ AI stocks come under pressure and drag SPX with them Post midterms, here’s the scenario i’m thinking about: → Republicans lose Congress
→ Trump has less room to pass big spending bills
→ Doubles down on executive action to protect the AI growth story
→ Pushes faster permits, power projects and existing funding programmes
→ Keeps pressuring the FED for cuts, although getting them is another question
→ Government support helps keep AI investment moving despite expensive money
→ If earnings hold up and bond yields settle, tech and risk assets could catch a bid and if that brings risk appetite back, i’d expect crypto to catch a bid too..

how low can alts go from here ? imo with OTHERS approaching support at its previous breakout and USDT dominance nearing resistance, i’m not expecting much more downside. max 5-10% i think worst is behind us and max pain is in for alts.. and we are nearing a bounce

If my altcoin is up 8% but BTC is up 12%, why did i take the extra risk ? that’s what i wanted my dashboard to help me check before buying.. so i connected it to CoinGecko’s API to compare historical prices and reported trading volume across coins over the same dates. say the market dips and starts recovering. instead of opening charts one by one, i can check: - which coins held up better than BTC - which outperformed it during the recovery - whether trading volume picked up too then i use AI to work through the results and ask follow-up questions before checking the catalysts myself. it doesn’t tell me what to buy, but yeah it gives me a shortlist with a reason behind it. you can build something similar with CoinGecko’s API you can try what i have built here: before-the-move-scanner.verc… and if you want to build something similar, start with CoinGecko’s API: coingecko.com/en/api?utm_sou…

last two weekends, $BTC bounced from Friday lows, peaked on Monday and then dumped even lower.. we’ve got the bounce again today.. let’s now see if buyers can keep it going past Monday hope this time it’s different

I’ve got $INJ high on my watchlist this dip.. and it’s mainly because of what’s coming together around tokenization and confidential DeFi - POSCO + LG CNS have already tested tokenizing money owed from real sales - and Gulf Labs is running a validator, while exploring tokenization and stablecoins - Mint’s private beta makes tokenization easier, with ownership and transfer rules built in - then there’s CypherOS, previewed for confidential transfers, trading and tokenization - and all of this fundamentals will create onchain revenue which then funds monthly INJ buybacks and burns, thats what i have been looking for into pretty much every coin im scanning.. so yeah thats $INJ for you

With all this Black Monday talk, i think these few things could completely turn things around for the markets.. $BTC is still above $80K, and these are a few things i’m watching beyond tomorrow’s open: - Oil relief. The IEA has agreed to accelerate the remaining emergency oil release. If that helps bring oil down, it could ease some inflation pressure - Better AI numbers. Meta reports on Oct 21. Strong earnings and clearer returns on AI spending could calm some of the fear around the sector. - A less aggressive Fed. The next meeting is Oct 27–28. If the outlook for further hikes softens, that could give risk assets some breathing room. - Government support for AI is a possible wildcard. i mean 0% interest loans to bail the Ai companies i also think that we could still get another quick rinse first… but yeah, if BTC holds $80K through monday and the next few days, i’d take that as a sign a lot of fear may already be priced in.. im a bit confident on BTC to hold very well through this but alts PA would be interesting next week..

Another reason i think you’re making a mistake looking at $ZRO as just another bridge token.. LayerZero’s new Aerie research tackles something much bigger - how to protect blockchains against future quantum attacks - how to make that stronger security work without making networks painfully slow - and their early tests ran on a MacBook, without a GPU its still a research, not a live upgrade.. but yeah, this is why i’m paying attention to what the team is building beyond moving tokens between chains

Lighter teasing options and $LIT is already up 15% on this news today.. so what could options mean for lit ? - new traders and more reasons to keep capital there - extra perp volume if options market makers hedge on Lighter too - more buybacks if options fees feed into them, though that part is still unconfirmed comfy hold for me..

One thing i’d share with anyone looking at Prosper’s trading competition.. more trades don’t always mean a higher score. @ProsperTicker’s Genesis Season is now live, and how your volume gets counted depends on the trading route: - inner curve: net buys, meaning buys minus sells, count 5x - approved external routes: both buys and sells count 1x say i trade on the qualifying inner curve: - buy 150 PROS worth - sell 50 PROS worth - that leaves 100 PROS in net buys - 100 x 5 = 500 PROS counted toward the leaderboard so i’d watch that net figure. selling back reduces it, even while total trading volume goes up. the multiplier affects your score, not your profits or guaranteed rewards. as for the competition: - 1,000,000 PROS in total planned Genesis Season rewards - 400K PROS allocated to the Trading Competition across four rounds, 100K per round - 85K PROS for the Top 200 leaderboard + 15K PROS for the Qualified Trader Pool each round rankings and qualified volume reset each round Round 1: Oct 15–29, 10:00 UTC check the eligible routes and full rules before joining: app.pros-per.xyz/campaign

Now this is the part of $NEAR i think gets overlooked.. it can bring privacy to how people use DeFi on other chains, and the new @kamino integration is a good example through near.com, you can now earn SOL yield in a Gauntlet curated Kamino vault without exposing your wallet address to the vault so if you already hold SOL, you’ve got a reason to try NEAR without changing what you own.. you’re accessing Kamino with an extra layer of privacy and that’s how i can see NEAR reaching people who weren’t looking to use its ecosystem in the first place. comfy hold

this is actually pretty nice quite obvious by now that tokenized stocks are a prominent part of crypto imo the next trade is good execution + liquidity infra, which is going to matter a lot more than people realize BaiBai seems to be finding an edge here with $8M + routed through it in a single day plus they're currently giving up to $15 in cashback + 2x points to users that use their platform which will convert into tokens at launch worth a shot if you're already trading tokenized stonks

i think the market has already priced in a pretty ugly rate outlook, and BTC holding above $80k despite that is why i’m not convinced by the calls for $60k could we go lower? sure. but i’d want to see $80K give way first, then how price reacts around the 200 MA, before getting that bearish

I still think recover from this.. Alts will be fine.. which is why i started buying $ETH and $HYPE today right now, higher rates make borrowing for AI data centres more expensive, and those worries are hitting tech stocks and dragging crypto down too but TSMC just reported record profits, so there’s still demand for the chips behind all this.. that gives me a reason to stay bullish i think that these funding worries ease and stocks recover, giving BTC room to bounce too.. could be early, but i’m comfortable starting here