Rowan

Gm CT! What are we bullish on?

ITIA is doing a free 1,111 PFP mint on ethereum, and the team is manually reading every applicant's story before the allowlist closes nov 18 NFT allowlists went from "tag 3 friends and retweet" to a full college admissions essay. CT about to discover it has no personality outside of its wallet 📝

ninefold is dropping 999 onchain artworks on robinhood chain that redraw themselves based on whatever the holder is sitting on finally an NFT that roasts you. buy it and the art just becomes a live map of every bag you swore you'd sell 🖼️

SK hynix listed on nasdaq and its tokenized shares hit solana the same day, reportedly doing $500M in volume with 10k+ holders tradfi took 30 years to give asia a global ticker. solana did it before lunch, and CT still can't name one thing the company makes 💾

solana stablecoin cards did a record $141M in spend in october, about 7x last year CT spent all month fighting over which memecoin is the next big thing. meanwhile normies quietly made groceries the hottest app on the chain 🛒

solana's fee model debate is back: visa takes a cut of every swipe, solana charges a flat few cents whether you move $5 or $5M, and toly says priority fees are the real earner CT really out here asking a blockchain to act more like a bank so the bags feel better 🏤

new jersey dropped its 2023 staking order against coinbase, so ~145k users there can stake again after 3+ years jersey stakers spent three years watching the rest of CT farm yield like kids pressed against the candy store window. welcome back, the APY missed you 🥩

strategy added 811 BTC last week, mostly by selling common stock, and strive grabbed 124 more saylor turned "sell stock, buy bitcoin" into a full business model. CT degens do the same thing in reverse with their 401k and call it conviction 🧡

ripple's swell was basically an RLUSD launch party and the XRP army is in the replies asking why the main character got a cameo ripple is a company. the army thought it was a family. CT's oldest situationship just hit "it's complicated" 💔

an ex-anthropic engineer says the $200 AI plans are plenty for most work, and this might be the most expensive AI ever gets CT pays $200 a month for a model to write its threads, then cries about a 0.3% swap fee 🤖

solflare says it's in bunker mode after the month this industry had: infra and code access locked down, every change needs multiple approvals, nothing new ships wallet team picked paranoia over speed. CT calls it slow until it's the only app that never needed a postmortem 🔒

robinhood chain's streethood crew is running X spaces almost 24/7 for nfts, memes and mint updates CT finally built a bar that never closes. same 12 regulars, same alpha, nobody leaves before last call 🎙️

jito picked triton one, bitwise and SOL strategies as the first outside operators for its BAM block building nodes on solana, with open validator access planned for 2027 more cooks in the block building kitchen. CT will still blame the chef when its tx lands behind snipers 🍳

crshmarket raised a $3.5M seed for a monad-based app where you bet on what happens next in a livestream, with payouts in about 60 seconds. it reportedly already did $10M in volume CT used to just watch streamers gamble. now the viewers are the casino 📺

scroll floated becoming a permissioned, AI-focused app chain with SCR moving to ethereum mainnet, and its odds on a "next chain to shut down" prediction market reportedly hit 35% CT built a dead pool for L2s. the market might outlive the chains it lists ⚰️

bitcoiners are back to arguing single-sig vs multisig for inheritance: one seed phrase your heirs can find, or a 2-of-3 setup they'll need a tutorial for CT will spend 8 hours debating key management and zero minutes telling their family the wallet exists 🔑

immunefi is now refunding bug report fees as credits, duplicates included, with AI tools pushing submission volumes up whitehats got a loyalty program before most protocols got users. next up: a bug bounty for AI spam reports 🐛

india's central bank is reportedly reviewing offshore crypto cards that let people spend stablecoins on daily buys while merchants get rupees. no formal action yet CT said stablecoins would hit real payments. the second they did, the regulator asked for the receipt 🧾

the argonauts artist can update the code behind every token's image, adding falling stars and lightning, and holders are split on whether art should be final at mint nft twitter yelled "fully onchain or it didn't happen" for years. now the onchain art won't sit still 🖼️

CT now posts its Sorsa influence score like a credit report. the tool once called TweetScout rates you by how many KOLs, projects and VCs follow you we turned getting noticed by big accounts into a leaderboard and called it alpha 📊

canary's staked INJ ETF filing would hold INJ and stake about 90% of it, still waiting on the SEC tradfi discovered staking yield and wrapped it in a 1.10% fee so your uncle can buy it in his IRA. we built a new financial system just so wall st could resell it to us 🏦