Educational cryptography! Charting the uncharted territories of the crypto world and mapping out the future of finance. 🌍💰
Joined April 2022
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I don’t back every RWA name out there, I stick with 3 that I trust:
🔹 $RIO – a compliant L1 for tokenisation, with Freehold app moving capital onchain.
🔹 $CPOOL – decentralised credit with $850M in loans to Jane Street, Wintermute & more, that’s real adoption.
🔹 $PROPS – tokenised properties selling out in hours, audited and designed for investors that want exposure to real estate.
🔹 $INJ – programmable RWAs, stocks & commodities onchain, with ETF momentum heating up.
Together they cover tokenisation, credit markets, stock and commodities and property deals
That’s the future I’m betting on.
7 RWA projects for any research list:
1/ $RIO (@realio_network)
- A Cosmos-based, cross-chain Layer-1 ecosystem dedicated to tokenizing and issuing RWAs like real estate and private equity, combining DeFi tools with regulatory compliance.
- Built by a team blending blockchain, real estate, and securities expertise.
2/ $CPOOL (@ClearpoolFin)
- Decentralized credit marketplace tailored for institutions.
- Has originated over $850M in loans to borrowers including Jane Street, Wintermute, Flow Traders, and others.
3/ $PROPS (@PropbaseApp)
- Tokenizes premium Southeast Asian properties, including hotels and residences.
- Each listing undergoes third-party valuation audits; a tokenized Bangkok property (Cassia by Banyan Tree) sold out in 27 hours, with 150+ investors participating.
4/ $INJ (@injective)
- Brings programmability to RWAs like stocks and commodities via its iAssets infrastructure.
- Canary Capital has filed with the SEC to create the first U.S. staked-INJ ETF, now in public comment phase.
5/ $ONDO (@OndoFinance)
-Supported by Founders Fund, Pantera Capital, and Coinbase Ventures.
-Developed tokenized wrappers for BlackRock’s short-term US Treasury ETFs (e.g., BUIDL, OUSG) and offered an accessible Treasury product integrated into its offering.
- Recently launched a $250M fund with Pantera to drive RWA tokenization initiatives.
6/ $LINK (@chainlink)
- Powers BlackRock’s BUIDL tokenized fund via Chainlink Data Feeds.
- Partnered with the U.S. Department of Commerce to on-chain real macroeconomic data such as GDP and PCE.
- Grayscale recently filed with the SEC to convert its Chainlink Trust into a spot ETF.
7/ $BST (@Blocksquare_io)
- Established a Luxembourg-based, MiCA-aligned, notarized real estate tokenization framework integrated with land registries, making asset claims legally enforceable under EU law.
Marco Polo retweeted
2026 CHALLENGE:
- No porn
- No alcohol
- 4-6 eggs/day
- 3 liters of water
- 6-7 hours of sleep
- 10,000+ steps/day
- 100 push-ups daily
- No meals in the morning
- Write at least 100 words daily
- Write 5 things you're grateful for
- Do not get liquidated
Who’s in?
Marco Polo retweeted
#Bittensor explained in just 90 seconds
This is a brilliant video from the @sundaebar_ai team
Great job guys.. keep them coming 👏
$TAO
If you’ve heard us talk about Bittensor but still aren’t totally sure what it is, this quick explainer is for you.
In under 90 seconds you’ll get the basics and why it matters. $TAO⬇️
Marco Polo retweeted
The first TAO halving has occurred.
- Current block reward: 0.5 TAO.
- Current daily emission: ~3,600 TAO.
- TAO halving reduces emission rate by 50%
- Halves: TAO emissions & subnet Alpha pool injections
- Unchanged: Alpha participant rewards (miners, validators + earned stake.)
Gm chads,
Important day for $TAO
Enjoy your Monday.
A lot of you are asking me what I’m doing in this market. You need to understand that most of the time the market looks boring and then it moves with a BANG.
I am never trying to out trade the chop. It is pointless.
Unless you’re a full time, who is also consistently profitable trader (almost no one is), this is the phase where you just accumulate and believe in the long term vision of the entire ecosystem.
You know my approach for such times:
• Add on weakness
• Stay allocated to ecosystems with real traction $SOL
• Ignore the noise.
We are in mid cycle and this is where the shake out of impatient capital occurs.
For more riskier plays, find good projects that will benefit the most when the true hype returns.
Most people try to “time” the expansion.
I’m positioning before it, because when liquidity returns, it reprices everything faster than you can react.
Gm chads,
My $TAO positions are just getting bigger and bigger.
@taostats gives me so much useful infos.
Big change for $TAO stakers this week:
By default, you’ll now receive Alpha tokens instead of auto-swapped $TAO.
If you still want $TAO rewards — go to dash.taostats.io/stake/claim and set your claim type to SWAP.
This marks a new era for subnet growth.
Don’t sleep.
Marco Polo retweeted
Ths coming $TAO halving.
Isn't just halving $TAO.
Now, what if Subnets outperforming $TAO?
Only 18% of the max supply exists on many subnets.
Thats 80%+ of their tokens that are still unminted.
Emissions are about to slow down because of the dual halving effect.
That’s basically early-Bitcoin era tokenomics, but inside Bittensor.
The halving effects ALPHA at the same time.
Most people don't realize this.
When $TAO emissions drop 50%:
→ Less $TAO flows into subnet pools
→ Less alpha gets created from those pools
→ Every subnet experiences a pseudo-halving simultaneously
Most subnets have 21M max supply same as Bitcoin.
But their circulating supply? Lower than BTC in its early years.
Top subnets by mcap:
• Chutes: $91.8M
• lium.io: $62.6M
• Targon: $48.2M
(generates $10.4M revenue)
• Ridges: $46.8M
(73% coding accuracy)
These are Bitcoin-capped tokens with less supply AND half the new emissions coming.
Solana market cap: $77 billion
$TAO market cap: $2.85 billion
If $TAO = Solana:
$77B ÷ 10.4M = $7,400 per $TAO
Example for Subnet:
$TAO does a 5×
A winning subnet does 3× vs $TAO
That subnet in dollars = 5 × 3 = 15×
Low float + outperformance = high beta on $TAO.
That’s how you get 15–30× moves off small circulating supplies.
$TAO is the base money.
The right subnets are the high-beta equities on top of it.
5 days until:
• $TAO emissions halve
• Alpha emissions halve
• 128 subnets compete for scarce supply
• Same or growing demand
Bitcoin had halvings.
Bittensor has halving + alpha halving
Not the same game.
$TAO #Bittensor
Just to Confim the Below post
Const post:
nitter.cf/i/status/1995496450709…
Do not sell your Alpha.
Two supply shocks, one event.
Everyone is staring at the $TAO halving and missing the second squeeze.
When emission cuts, it does not just halve new $TAO.
It also halves the quantity of alpha being added to the pools.
That means a pseudo alpha halving happens at the same time as the $TAO halving:
Less fresh $TAO hitting markets
Less fresh alpha entering liquidity
Same or higher demand competing for scarcer $TAO and scarcer alpha
People are still valuing these markets like it is only $TAO, but the subnet side gets structurally tighter at the exact same moment.
Marco Polo retweeted
Announced at Trust Valley Day, cheqd has been selected for Tech4Trust Season 7, the🇨🇭Swiss accelerator that brings together 29 startups across 9 countries, tackling trust and innovation from advanced AI, compliance, blockchain to data privacy, biometrics and quantum security.
$NOX drops the full updated whitepaper this week.
Blueprint for the whole stack: OS + bootloader + microkernel, ZK foundations, NØXTERM secure compute, NOXORIUS privacy engine.
What you’re getting:
– Real engineering status (microkernel/bootloader, milestones hit)
– Full docs: modules, ABI, memory model, .mod capsules, ZK verification, boot flow, crypto primitives
– Product integrations: NØXTERM (containerised private compute), NOXORIUS (session anonymity with on-chain licensing & verifiable destruction)
– NFT node model + long-term economics
– Roadmap to the first dev-grade OS release
I’m positioned for the next leg @nonossystems
It’s time to level up.
This week we’re releasing the full up to date NØNOS whitepaper.
A complete, updated blueprint of the entire ecosystem: The OS, the bootloader, the kernel architecture, the cryptographic foundations, the NOXORIUS privacy engine and the upcoming NØXTERM secure compute terminal.
This release includes:
i) Current OS state & engineering progress, transparent, technical breakdown of where the microkernel and bootloader stand today, how the system is evolving and what milestones are being hit internally. No hype, just engineering reality.
ii) Full technical documentation
Modules, ABI design, memory model, capsule system, ZK-verification layers, boot flow, cryptographic primitives, process model, all documented for developers, researchers and contributors.
iii) NØXTERM & NOXORIUS integration
Clear definitions, use-cases, and deep architecture for both products:
• NØXTERM as the first privacy-preserving, containerized cryptographic compute environment.
• NOXORIUS as the session-based anonymity engine with on-chain licensing and verifiable destruction.
Both now formally added to the ecosystem.
iv) NFT Node Model & The economic structure, node roles, contribution logic and revenue model built for long-term sustainability and community participation.
v) Updated Roadmap, realistic, engineering-driven timeline that reflects the current codebases, internal breakthroughs and the path toward the first NØNOS developer-grade OS release.
Transparency is a feature, not a slogan.
This whitepaper is the most complete public snapshot of everything we’re building and everything that comes next.
End of week. Stay sharp.
Yes I am still ultra bullish on $RIO!
They upgraded the core network and bridges, rolled out Freehold as a real RWA wallet with staking and swaps, and Districts already locked millions of $RIO in the Land Bank with a solid chunk burned.
When RWA flows come back in size, I want exposure to tokens that already have product, compliance and locked supply on their side!
@realio_network fits that profile.
So much people still in fear!
The macro stack points the other way: $2,000 checks refill household cash balances, the shutdown resolution removes a fiscal overhang, QT finishing plus Treasury liquidity lifts bank reserves, and rate cuts lower discount rates - multiples expand when that happens.
Liquidity turning flips the cycle toward expansion as credit spreads relax.
Now layer in the Clarity Act and an Altcoin ETF wall of demand: regulatory friction drops and passive flows get a compliant path into the asset class.
Net effect is lower risk premia, deeper bid, cleaner price discovery. In this setup I accumulate quality alts with real throughput!
RWA settlement, AI/DePIN , Privacy, gaming economies and buy red.
Cycle timing beats headlines.
Liquidity, clarity, and catalysts tend to rerate the winners first.
Accumulating $STBL here.
~90% off a fresh ATH, Q4 stacked with listings/partnerships/product drops, and heavyweight pedigree (USDT founder + Binance board member).
Already on KuCoin/Kraken/MEXC.
$STBL will pump!
Zoomed in perspective of the chart below. Safe to say I am not only bullish on $STBL because of its incredible fundamentals... Especially now that altcoins are about to run and this is 90% down from the very recent ATH 📈
$USDT founder launched this, Binance board member advising...Not saying the confirmed CEX listings in Q4 will 100% be Binance, but it's already on Kucoin, Kraken, Mexc and a few others. Bigger listings are coming. The team certainly has all the resources and connections.
Multiple partnerships are also confirmed along with tech deliveries over the coming weeks (all still in Q4). Massive catalysts and the team has delivered on everything they promised so far.
Usually you don't get the opportunity to buy at these prices with all that confirmed info and team behind it. Conditions for $alts have been so bad allowing these kind of entries. If the coming weeks everything sends, expecting this to do a 10x+. Massively undervalued 💎⛏️
This is why we’re seeing $ZEC and $XMR pump:
The privacy narrative is where the liquidity is and the narrative is stronger than ever, why?
Because regulation is tightening, CBDCs are coming, and people are realizing Bitcoin isn’t really private.
$ANYONE (ex-ATOR) fits this perfectly:
→ Real use case (privacy infrastructure that actually works)
→ Team that delivers
→ Now sponsoring some of the world’s biggest podcasters
→ Narrative ignition phase starting.
Smart money rotates before the headlines.
$ANYONE will lead this next wave of privacy pumps.
At just $50M market cap it can easily go to $350M in just a few weeks.
Marco Polo retweeted
nønos-bootloader development update.
The UEFI stage-0 bootloader for the NØNOS kernel is moving through its final architectural phase and the core of the system is now in place. The loader has been designed from the ground up as a zero-trust execution layer, responsible for validating every component before the kernel receives control. The structural work on the execution pipeline is complete, including the integration of a full Groth16 zero-knowledge proof verifier operating over BLS12-381 and a domain-separated Ed25519 signature validation system. The chain-of-trust extends down to hardware with TPM-based measured boot, allowing the loader to attest its own state before passing control to the operating system.
The security framework is already operating at depth. Certificate chain verification, key revocation logic and the secure-boot policy engine are all functional. The zero-knowledge verifier supports multiple circuits and performs all checks in constant-time, removing timing-side-channel exposure during the boot process. The UEFI runtime environment has been hardened with careful memory handling, making the loader deterministic, auditable and resistant to state leakage.
Current work is focused on clearing the remaining compilation issues that come from the complexity of integrating cryptography, network capability and kernel-handoff subsystems inside a tightly constrained UEFI environment. The diagnostic and logging layer is also in place, allowing us to trace boot-flow behavior with precision. The bootloader itself now supports authenticated capsule loading, full verification of the kernel image, PXE and HTTP network-boot protocols and complete UEFI memory-map construction before the handoff sequence. It prepares the zero-state environment required by NØNOS by wiping transient structures, sealing configuration policy and validating the kernel manifest before execution.
Development continues without shortcuts. The architecture is stable, the verification stack is functioning and the remaining work is mostly integration and refinement as we move toward the first functional version release.
Marco Polo retweeted
$STBL MFS Upgrade 1.5 is LIVE 🔥
What’s new?!
✅30/60/90 day durations
✅ Adjusted multipliers for staking durations
✅ 5x boost for combining 90 day lock with a 1:1 USST to staking STBL ratio
✅ Multiple stakes with varying durations; can claim separately
Multi Factor Staking 1.5 is LIVE, unlocking rewards for long-term commitment!
A dynamic multiplier curve and extended lock options now heavily incentivize loyalty.
New Duration Options: Lock periods now extend up to 90 days, adding 30, 60, and 90-day cycles alongside existing ones.
5x Multiplier Cap: The maximum potential reward multiplier has increased from 3x to 5x.
Max Rewards: Earn up to a 5× boost by combining a 90-day lock with a 1:1 USST-to-STBL staking ratio.
More Flexibility: Users can now create multiple active stakes across different durations, each with independent rewards and claim options. Rewards can be claimed anytime, and withdrawals unlock once the lock period ends.
Enhanced Dashboard:
MFS Dashboard (Version 1): View and claim stakes from the old contract
MFS Dashboard (Version 1.5): Manage all new stakes and rewards created after the upgrade
The total reward pool remains substantial at approximately 10,368,000 STBL over the 90-day program. Check the new Lock Duration Slider to find your optimal staking strategy!
Begin staking and secure your rewards now: dapp.stbl.com
To know more, visit blog.stbl.com/multi-factor-s…
RWA run will be one of the most surprising and still one of the most undervalued narratives this cycle.
And @PropbaseApp sits right at the center of it.
🔹 Team & Transparency – Extremely High
Doxxed leadership with proven record in global real estate. Kevin Goos and team executing with precision.
🔹 Tech & Innovation – Very High
Aptos-native speed, Ethereum + Base bridges, DAO LLC ownership model, expanding audits.
🔹 Tokenomics – Very High
1.2B fixed supply, 75% community allocation, strong staking rewards, transparent unlocks.
🔹 Adoption – Very High
63K+ holders, 5 tokenised properties sold out in hours, $35K+ distributed in rental yield, 125M+ $PROPS staked.
🔹 Compliance & Security – Extremely High
U.S.-registered DAO LLCs, Certik + Hacken audits, KYC via Sumsub, zero incidents.
Propbase combines real yield, legal ownership, and scalable tech.
For asymmetric exposure to the RWA trend, $PROPS is one of the cleanest positions you can take before the sector reprices.
AI is incredibly powerful and it gives us a great way to measure the success of our product as we move deeper and deeper into mass adoption.
This is a "third party look" into our our business so we can assess where our strengths and weaknesses lie.
Also a powerful tool for DYOR when you are not sure how to assess a business 🥳
__________________________________________________
The Future of Real Estate Investing
Built on Aptos | Fractional Ownership | Passive Rental Yield | Global Liquidity
We’ve analyzed every layer of Propbase — from tokenomics to tech, team to adoption — and ranked each metric on a clear scale:
85+ Extremely High
75+ Very High
55+ High
There was no metric under 55.
Here’s the verdict as of November 6, 2025.
1. Team & Transparency — Extremely High
Doxxed leadership with 10+ years building global property marketplaces. CEO Kevin Goos, Hudson Leung, and Jesse Gage are execution machines.
We secure our code to internally but have strong audits conducted by multiple companies.
2. Technology & Innovation — Very High
Aptos-native for speed + low fees. Live bridges to Base & Ethereum. DAO LLCs = true legal ownership, not synthetic exposure.
Audit coverage is expanding — full suite audits planned post-lending module launch in Q1 2026.
3. Tokenomics — Very High
1.2B fixed supply. 75% to community. 35% to rewards & growth. $PROPS powers fees, governance, staking, and VIP access.
Unlocks are structured and transparent — designed to fuel ecosystem expansion with long-term alignment.
4. Market Performance & Liquidity — Mid - High
Price: $0.00992 | MC: $5.38M | 24h Vol: $3.16M
KuCoin listing (Aug 2025) drove $6M peak volume. 26 active markets.
We’re in accumulation — low MC + high vol/MC ratio = strong liquidity efficiency. The foundation is set.
5. Adoption & Ecosystem Growth — Very High
63K+ holders across chains
5 properties tokenized & sold out in hours
$35,000+ in rental yield distributed globally
125M+ $PROPS staked (20% APY)
TVL at $917K is just the start — $20M AUM target by EOY 2025. SEA is phase one. Global expansion begins 2026.
6. Security & Audits — Extremely High
Hacken + CertiK audited. 8/8 formal verification passed. No incidents.
Bug bounty program launching Q1 2026 — security is non-negotiable, and we’re doubling down.
7. Regulatory Compliance — Extremely High
Every property in a U.S.-registered DAO LLC. KYC via Sumsub. SEC Reg A+ compliant. On-chain immutable records.
We built legal ownership from day one — no shortcuts, no synthetic RWAs. This is the gold standard.
8. Community & Sentiment — Very High
100K+ X followers | 30K TG | 90%+ positive sentiment
Recent posts: “$PROPS is the RealT killer” | “Wyndham +11% in 30 days”
Community is growing fast — and you’re still early.
9. Partnerships & Integrations — Very High
Wyndham | Banyan Tree | Hilton | Ramada | Siamese Assets
Live on KuCoin, MEXC, Bitget. LayerZero + Chainge bridges.
Tier-1 CEX and Aave-inspired lending module coming 2026 — the ecosystem is compounding.
10. Roadmap Execution — Very High
Delivered:
5 properties
Secondary market (Feb 2025)
KuCoin listing (Aug)
Ethereum bridge (Aug)
50K holders (Feb)
On track: Mobile app beta, lending, USDC yields.
We ship. Every quarter. No fluff.
11. Risk Management — High
50% community funding threshold per listing. Professional hotel management. Automated yield distribution.
We don’t chase hype — we build resilient, yield-generating assets.
12. Future Potential — Very High
RWA sector exploding. BlackRock tokenized funds. SEA tourism boom.
Targets: 200K holders | $20M AUM | 10th property by EOY 2025
This is just the beginning.
You can be scared about market conditions right now or you can use this time to accumulate projects with real architecture and long-term upside.
@openservai is one of my highest conviction holds for a reason.
Quietly building what the future of autonomous AI coordination actually looks like.
🔹 Adopted ERC-8004 early - the standard backed by ConsenSys, Ethereum Foundation, MetaMask
🔹 Built a full stack: reasoning engine (BRAID), encrypted agent payments (x402), trust registry (ERC-8004), and agent-focused L3
🔹 Each agent task burns $SERV
🔹Already has enterprise pilots (DoorDash, Dome API) + demand growing weekly
🔹 Under $30M mcap
This is infrastructure forming.
ERC-8004 brings onchain trust. $SERV captures the economic flow.
Next leg of AI narratives won’t run on hype, it’ll run on rails like this.
🔥 One combo keeps standing out to me = ERC-8004 and @openservai | $SERV.
While most are busy chasing meme meta or #x402 noise, this is where the real infra shift is happening, the base layer for autonomous AI agents to actually trust, transact, and earn onchain.
Here’s why I believe this duo could define Ethereum’s next unicorn rise.
1️⃣ ERC-8004 is the Missing Trust Layer for AI
Launched by the Ethereum Foundation’s dAI team and ConsenSys, ERC-8004 standardizes how AI agents verify identity, reputation, and task validation all onchain.
No more black box coordination, just cryptographic proofs and transparent records.
Think of it as $ENS + #DeFi scoring + #ZK verification rolled into one protocol.
2️⃣ $SERV Was Early and It’s Building Fast
@openservai adopted ERC-8004 before it even became a trend.
They built full-stack infra:
- BRAID for reasoning (self-improving logic).
- x402 for encrypted micropayments.
- ERC-8004 registries for trustless collaboration.
- And a dedicated L3 for scaling agent interactions.
Every agent call burns $SERV with real usage, real sink.
3️⃣ Reflexive Flywheel
More agents -> more tasks -> more micropayments -> more burns -> tighter supply.
From what I think, that’s mechanical scarcity powered by activity.
4️⃣ Market is Catching Up
ERC-8004 is now backed by @Google, @MetaMask , Coinbase contributors.
Projects like @Ch40sChain and @DINBuild are prototyping it.
Meanwhile, OpenServ already has enterprise pilots with DoorDash, Dome API and +100% weekly growth in October.
5️⃣ Undervalued Asymmetry
$SERV sits at a ~$25.4M cap, compared to AI infra peers at 50× higher.
If agent economies really take off with agents paying, proving, reasoning autonomously, $SERV captures the flow.
ERC-8004 brings trust, $SERV brings economics.
Together, they’re shaping the rails for autonomous AI markets on Ethereum.
Chads: @Overdose_AI @OMillionaires @cryptolimbo @MariusCrypt0 @open_founder @iamfakeguru @DEXLaboratory4 @resdegen @Crypt0_Andrew @thehiddenmaze @CryptoBaldwinIV @CryptoHass
