Our Crypto Talk

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A parking space is about 2.5 meters wide Regular GPS can be off by several meters. That one gap is why everyone needs @GEODNET And why $GEOD sits on the network that closes it. GPS versus RTK GPS → off by several meters RTK → accurate to a few centimeters GPS → cannot tell which parking space you are in RTK → knows the space, the row and the side of the line GPS → satellites alone, with no correction RTK → satellites plus live corrections from a nearby station GPS → good enough for a map on your phone RTK → what a spray drone needs to fly between crop rows Legacy RTK → around $36,000 a year for a farmer GEODNET → roughly $800 for comparable service GEODNET → 22K+ stations in 177 countries, the largest RTK network in the world And on the token side, 80% of GEODNET revenue buys GEOD and burns it, which came to 3,050,000 GEOD in the past month. Every machine that works outdoors needs the RTK side of this list, and that is why we are extremely bullish on GEOD.

Major Altcoin Delistings $QUBIC : Nov 2026 : Bitget $SFP : Oct 2026 : KuCoin $ELF : Oct 2026 : OKX $SNX : Sep 2026 : Bithumb $JASMY : Sep 2026 : Bithumb $FLOW : Mar 2026 : Bithumb $SNT : Apr 2025 : Binance $BAL : Apr 2025 : Binance $WAVES : Jun 2024 : Binance $XEM : Jun 2024 : Binance $OMG : Jun 2024 : Binance $XMR : Feb 2024 : Binance $ANT : Feb 2024 : Binance $DASH : Jan 2024 : OKX $ZEN : Jan 2024 : OKX $ZEC : Jan 2024 : OKX A delisting is never just a ticker leaving an exchange. It usually means volume dried up, liquidity got thin or the project stopped meeting listing standards. Holders can still move their coins elsewhere, but exits get harder fast. If you hold one, check the withdrawal deadline early and see where else it trades. The mood around the project also shifts almost overnight. A delisting feels like a public verdict that the demand just wasn't there. That's what worries us when projects chase listings for the headline. A listing only helps if the volume and users are there to keep it.

Which of these projects will enter the top 10 in 2027? $LINK $NEAR $AVAX $SUI $TAO $XLM $ENA $ONDO Comment your pick below 👇

$AERO | @aerodromefi VS $UNI | @Uniswap Aerodrome and Velodrome just finished merging into one token, Aero, with the Coinbase migration running Nov 2 to 4. Can they now be the biggest competitor to Uniswap in the space? AERO: Up 50.5% YTD 🟢 UNI: Up 20% YTD 🟢 Both tokens have given positive returns in 2026. Market cap: $UNI: ~$4.4B $AERO: ~$470M A ~9x gap. But Uniswap doesn't pay its holders 9x more. We ran the numbers 👇 1️⃣ What you're actually buying Uniswap is the biggest DEX in crypto. 40+ chains, the deepest liquidity, and the longest track record in DeFi. => You're buying the index of onchain trading. Aero is the liquidity hub of Base, now expanding to Ethereum, Optimism and more after the merger. Protocols pay its voters to steer liquidity into their pools. => You're buying a liquidity marketplace that also runs a DEX. 2️⃣ Fees and Revenue UNI: $82.8M in fees over 30 days, about 8x Aero. But only ~10% of that reaches the protocol: $8.2M. AERO: $10.48M in fees over 30 days, and ~71% of it reaches holders: $7.5M. So Uniswap earns 8x the fees, while holder revenue is almost identical. 3️⃣ The value-capture split The real DEX question is not "how much volume," it's "how much reaches the token?" UNI: $8.37M in 30 days, all of it used to buy back and burn UNI. Holders don't get paid directly. Supply shrinks instead. AERO: $7.7M in 30 days, paid straight to veAERO lockers, with bribes from protocols on top. You have to lock to earn. A ~9x market cap gap, and holders got roughly the same last month. That's the whole debate. 4️⃣ Usage This is where Uniswap pulls away. Uniswap: ~$65B in volume over the last 4 weeks, ~$3.6B TVL, $5.6B+ in lifetime fees. Aero: $19B in DEX volume over 30 days, ~$348M TVL, ~$560M in lifetime fees. Aero still makes ~90% of its fees on Base. Uniswap's are spread across dozens of chains, with Robinhood Chain now a big slice. 5️⃣ Valuation UNI: ~42x P/S, ~4.4x P/F AERO: ~2.3x P/S, ~3.7x P/F On fees, they're close. On what holders actually get, AERO is ~8x cheaper. Annualize last month's holder revenue and AERO returns ~19% of its market cap to lockers. UNI returns ~2.3% through burns. A big gap, but it assumes last month repeats for 12 more. 6️⃣ Price and drawdown UNI: ~$7.00, ~84% below its $44.92 ATH (May 2021). Down ~18% on the month. AERO: ~$0.60, ~74% below its $2.32 ATH (Dec 2024). Down ~33% from the ~$0.89 merger pump in late September. Both are deep off their highs, so if you believe in either or both, this is the zone to start watching. ✦ What to expect going ahead UNI is the scale bet. Biggest volume, deepest liquidity, 40+ chains Fee switch live and expanding chain by chain, 11%+ of supply already burned The risk: holders capture only ~10% of fees, the burn is indirect, and the valuation leans on the fee switch growing. AERO is the value-capture bet. ~71% of fees to holders Lowest P/S in the matchup, and holder revenue that already matches Uniswap's The risk: AERO emissions still cost more than the protocol earns, most fees come from one chain, and the multichain expansion is unproven. This isn't a zero sum game either. Different models, different users. Both could keep printing, one could take off, or the DEX trade could cool for both 💭

Bitcoin is sitting near $76k Altcoins are even worse : $NEAR under $4 $ONDO under $0.40 $ICP under $2.5 $TAO under $230 $SOL under $100 I am not worried about it Because 2022 showed us how the market behaves after a bottom and the first big rally. The 2026 chart is lining up with that year almost level for level. 👉 Both Rallies Were Almost The Same Size After the $16.4k low in 2022, Bitcoin ran about 53% to a local top near $25.2k. After the $57.8k low this year, it ran about 51% to $87.3k. In 2022 the pullback from that top to the golden pocket was around 22%. A move to $68k now would be the same 22% from $87.3k. 👉 RSI Is Telling The Same Story In both charts RSI peaked at the local top and then slid inside a falling channel. Today it reads 38.65, and the 2022 chart showed 38.73 at the same stage. That kind of cooling usually means momentum is being reset rather than broken. In 2022, RSI touched the bottom of its channel right at the golden pocket retest. It broke out of the channel soon after and price followed. 👉 Why A Drop To $68K Feels Normal The golden pocket sits between $68.1k and $69.1k. In 2022 price tapped that zone, wicked slightly below it, and then rallied from about $19.5k to above $30k. So $68k would look like a healthy retest to me and not a trend change. I would rather watch RSI and the $57.8k low than react to a single price level. Not financial advice, just how I read the two charts.

Will $RAY | @Raydium cross $3B market cap this time? 👀 Raydium has done this before: ✅ $1.2B → $55M ✅ $55M → $2.5B This cycle it bottomed at $150M. The setup in one line: ➠ Raydium is now Solana’s main venue for trading tokenized stocks, revenue grew 264% last quarter, and it has already spent $204M buying back its own token. ➠ The market values all of that at ~$460M. ✦ The revenue is coming back, fast Quarterly net revenue: Q1 2026: $6.10M Q2 2026: $2.19M Q3 2026: $7.99M September alone did $6.06M, Raydium’s best month in a year. Annualize September and you get a ~$73M run rate. Q3 buybacks: $5.23M, up 203% QoQ. ✦ The new engine: tokenized stocks This is the part most people are missing. In Q2, tokenized stocks made up 19.5% of Raydium’s swap fees. In Q3, they made up 45%. Raydium now handles ~50% of all tokenized stock trading on Solana, and 62% in September. xStocks, Backpack Securities and PreStocks all route their flow through it. Tokenized BlackRock (BLK) shares trade there now too. Memecoin money comes and goes. Stock trading happens every single day. 🤷‍♂️ ✦ LaunchLab got its second wind StonkFun moved its launches to LaunchLab on Sept 5. LaunchLab launches went from 24,504 in Q2 to 162,861 in Q3. RAY jumped ~46% the day StonkFun announced the move. Add Raydium Perps (~$160M of volume in the latest 30 days) and Coinbase, Robinhood and Revolut listings, and Raydium is easier to use and easier to buy than it has ever been. ✦ Vs PumpSwap PumpSwap trades more volume: 42% share vs Raydium’s 21% among Solana’s top 4 independent AMMs. But Raydium holds $1.34B TVL. PumpSwap, Orca and Meteora hold $320M to $400M each. Pump owns memecoin volume. Raydium owns the liquidity, and now the stock flow. This is an interesting one to keep our eyes on going ahead tbh. ✦ Supply Circulating: ~270M of 555M max. The buyback wallet holds 87.5M RAY (~32% of circulating supply) with no release schedule. That cuts both ways: it’s not being sold, but it isn’t burned either. On the plus side: team and seed vesting ended in Feb 2024, mint authority is disabled, and mining emissions are only ~1.9M RAY a year. ✦ The $3B math $3B market cap = ~$11 per RAY. That’s roughly 6.5x from here. At the 2025 peak, Raydium was doing ~$28M a quarter in revenue. To justify $3B, it needs to get back near that level, roughly 3.5x Q3’s number. The path: tokenized stocks keep growing, LaunchLab keeps its StonkFun volume, and Perps starts making real money. The risk: early October launches cooled ~39% from September. If September was a spike rather than a trend, $3B is a 2027+ story, not a this-cycle one. ✦ Bottom line Raydium has gone from $55M to $2.5B before. This time it starts from a higher bottom, a new revenue source in tokenized stocks, and a $243M treasury behind it. Not financial advice. DYOR. $1.2B. $55M. $2.5B. $150M. What’s the next number? 👀

KEEP CALM ! The long term uptrend is still here. Crypto bottomed in July and now these levels are the next strong support to add more. $BTC : $72,569 $ETH : $2,165 $SOL : $84 $LINK : $10.55 $ZEC : $1144 $HYPE : $73 If these fail we still have one more chance at the golden pocket which comes at $68k for Bitcoin.