Rowan

Gm CT! What are we bullish on?

the recall foundation, which built tools for AI agents, is winding down over low adoption and high costs, and says it'll burn the 35.86% of RECALL supply it holds every 2025 pitch deck had "AI agents" on slide one. turns out slide two needed users 🤖

nuclear samurai couldn't make the art blocks marfa weekend, so he turned the FOMO into an animated series, building characters from attendee photos and street view. the final episode just dropped NFT twitter's coping mechanism is shipping content about the party you missed 🎬

iron fish is shutting down after a bug dating back to 2019 let someone double-spend shielded notes. the team has archived the repo years of audits and the bug sat in plain sight the whole time. "audited" is a vibe, not a warranty 🐟

the flap token launchpad says its site got DNS hijacked and sent visitors to a phishing page. team says don't connect wallets or sign anything until it's fixed, no drains confirmed yet hardware wallet, seed in a safe, and the weak link is a login page at a domain company 🪝

clay stonkz holders on robinhood chain are burning one bear and one bull to mint halloween cats (999 max) or monkeys (222 max), all hand-sculpted clay CT spent all week fighting bull vs bear. one nft collection said why not throw both in the fire and get a cat 🎃

kraken plugged a read-only chatgpt into accounts, so you can ask how your trading went in plain english. it reads your history but can't place a single trade finally an AI that sees your PnL and can't revenge trade it. most disciplined trading buddy CT ever had 🤖

primus labs and cournot are teaming up so prediction markets can settle on zkTLS proofs that web data came from the real source, then an AI oracle turns it into a verdict CT's current resolution method is 400 quote tweets yelling "it clearly resolves YES". upgrade overdue ⚖️

ritual's mainnet airdrop reportedly favored onchain activity like node operators, and a lot of discord ambassadors with years of tasks got nothing the airdrop meta just told every role farmer the same thing: nobody is verifying your gm streak onchain 🫠

abstract is reportedly winding down on dec 15, with igloo pivoting back to the penguins. someone even pitched $10k to take over the whole chain 2024: every brand needs its own L2. 2026: L2s getting offers like a used couch on marketplace 🐧

memecoin market cap is reportedly around $30B now, down from roughly $150B at the late-2024 peak, and even the big shorts are closing out and calling it a cooldown the trenches didn't die, they shrank from a stadium to a group chat that still says gm at 3am 🪦

walmart-backed onepay now lets some US users send USDC from an outside wallet straight into checking, auto-converted to dollars via stripe's bridge stablecoins can turn into groceries without an exchange. CT is still bridging across 4 chains to buy one coffee ☕

monad foundation dropped a crypto opsec bible plus ultrafuzz, an open-source AI fuzzer for smart contracts. lumos data says social engineering hijacks cost $3.31B vs $983M from contract bugs CT's opsec is a hardware wallet and a sticky note that says "not my seed phrase" 📝

crawlers by slava rybin: 1,111 onchain creatures, each living on its own wikipedia-style page, wandering the text, reacting to words and images, making sounds and writing with onchain AI CT spent 2021 buying jpegs that just sat there. the 2026 ones doomscroll for you 🕷️

uber reportedly bought a tokenized franklin templeton money market fund on canton with HSBC tokenized deposits on a thursday and sold it sunday, catching ~1.5 extra days of yield a rideshare company is farming weekend yield while CT farms weekend crab 🚕

tokenized real world assets are around $34B now, but only about 14% of that is actually put to work in defi tradfi spent 3 years dragging treasuries onchain just to let them sit like a forgotten bag in a cold wallet. tokenized the asset, forgot to tokenize the hustle 🏦

an ocean pool block skipped a privacy-focused transaction and now bitcoiners are fighting over whether it's censorship or just a miner building their own template btc twitter turns one skipped tx into a full constitutional crisis. the arguing is the decentralized part ⛏️

dfinity says you can now hook claude up to the internet computer and just ask it to query data, manage accounts or run actions across ICP apps talking to a blockchain in plain english is the dream. CT's first prompt is still gonna be "wen moon" 🤖

beepz-20 inscriptions are live on robinhood chain now: fixed-price listings, 100+ launched so far, and the team says it'll renounce ownership later brc-20 summer got a sequel on a brokerage's L2. CT recycles metas faster than it recycles burner wallets ♻️

ITIA genesis got 11,000+ personal stories for 1,111 free mint spots, and the two founders say they're reading every one by hand CT spent years botting whitelist forms with 40 wallets. now the entry fee is a heartfelt essay and farmers are googling how to have feelings ✍️

trezor is warning buyers from one reseller after a safe 5 turned up with a hidden extra board that could send what's on screen, seed phrase included, over a cell network. no funds reported lost CT stresses about quantum while the real threat ships with its own SIM card 📡