Our Crypto Talk retweeted
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.
Our Crypto Talk retweeted
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.
Our Crypto Talk retweeted
3X MOVES LOADING FOR CRYPTO 👀
Bitcoin and Altcoins have seen a pullback
$ZEC around $1100
$NEAR under $4
$TAO around $220
$INJ under $7
$SOL around $90
Everything is moving with Bitcoin right now and this just happened with BTC
Bitcoin’s monthly RSI just did the one thing it did before the last major rally
While sentiment is still stuck in fear, the monthly chart is flashing a signal that has only shown up at the start of the biggest moves.
This is the kind of moment that looks obvious only after it passes.
👉 Why the monthly RSI matters so much here
The monthly timeframe filters out almost all of the noise, which is why a turn here carries far more weight than anything on a daily chart.
In 2022 the RSI bled out for months, bottomed, and then crossed back above its moving average right as price was around $20K.
That crossover marked the end of the downtrend and the start of a move that gained more than 300%.
👉 The same structure is forming again
The current drawdown from the $120K area has the same shape as the 2021 to 2022 decline, including a steep RSI fall and a base near the lows.
RSI is now pressing back into its moving average at roughly 49.8, which is the exact area where the last cycle flipped.
Price has already recovered from the $60K lows, so the early part of the reversal is already visible.
👉 Why this looks like an opportunity
Moves like this rarely announce themselves with good news, and they usually begin when most people have stopped paying attention.
If the same percentage move from the previous cycle played out from the recent lows, the chart projects a target well above the old highs.
Fear is high, momentum is turning and the monthly structure is rhyming, which is why this feels like a decisive moment.
Nothing here is financial advice, just what the chart is showing.
Our Crypto Talk retweeted
November 2026 Crypto Calendar :
1 Nov 🗓️
$SUI : Token unlock, 7-20M SUI range
$M : MemeCore unlock, ~$48-50M
$HOT : HoloFuel goes live
$DGB : Mainnet Thaw Day
$ZEN : Roadmap proposal presentation
DeFi Security Summit & India Blockchain Week begin (Mumbai)
2 Nov 🗓️
$LSK : Chain closure
ISM Manufacturing PMI (Oct), Dubai FinTech Summit begins, Hong Kong FinTech Week begins
3 Nov 🗓️
$CC : Universal burn discussion
US Midterm Elections, JOLTS Job Openings, Devcon 8 begins (Mumbai, 3-6 Nov)
4 Nov 🗓️
$OSMO : Burn proposal vote
XRPL fixCleanup3_4_0 amendment activation (tentative), ISM Services PMI, ADP Employment Change
5 Nov 🗓️
$ADA : Amaru block production
$ZEC : NU7 mainnet activation
$ZEN : L3 network shutdown
Bitcoin Amsterdam begins, ETHGlobal Mumbai hackathon begins, Bitcoin++ Seoul
6 Nov 🗓️
US Nonfarm Payrolls (Oct)
7 Nov 🗓️
$STABLE : Token unlock, ~$23M+
8 Nov 🗓️
$SYN : First vaults open
9 Nov 🗓️
$KNTQ : Elysium mainnet launch
$ENJ : Relaychain upgrade
10 Nov 🗓️
$JCT : Binance Alpha & Futures listing
$STX : Bonding Period 3 opens
US CPI (Oct), Digital Asset Summit London begins
11 Nov 🗓️
$PUMP : Unlock, ~$29M
$APT : Unlock window begins
13 Nov 🗓️
$CC : ETF registration amendment
US PPI (Oct)
15 Nov 🗓️
$ARB : Unlock, ~92-93M ARB
$STRK : Unlock, up to ~127M range
$XEC : Network upgrade
$AKT : Token migration starts
Solana Breakpoint 2026 begins, London (15-17 Nov)
16 Nov 🗓️
$ZK : Unlock window begins, ~173M
$ENJ : Matrixchain upgrade
$ZIL : Upbit trading ends
17 Nov 🗓️
US Advance Retail Sales (Oct)
18 Nov 🗓️
FOMC Minutes (late Oct meeting), Singapore FinTech Festival begins
19 Nov 🗓️
$ZRO : Unlock, ~$44M
22 Nov 🗓️
$TON : GRAM/TON unlock, ~$44-45M
23 Nov 🗓️
$H : Humanity Protocol unlock, ~$16M
$XLM : Mainnet upgrade
24 Nov 🗓️
$MON : Major cliff unlock, ~16-17B MON (~$320-335M+)
25 Nov 🗓️
US PCE Inflation, Q3 GDP Second Estimate, Fed Beige Book
28 Nov 🗓️
Binance Blockchain Week 2026 Asia begins (Bangkok)
29 Nov 🗓️
$ADA : Node 11.3 pre-release
30 Nov 🗓️
$ZRO : Zero mainnet launch
$DASH : Platform 5.1 release
$VVV : Data center online
$GRVT : Investing app launch
$LIT : US license application
$ATH : Daily token burns
Our Crypto Talk retweeted
UPTOBER NEVER SHOWED UP
Binance’s record hack and a hawkish Fed erased September’s rally
Top Gainer : $[TICKER] +160%
Key Price Moves 💰
$QRL ↑92%
$HONEY ↑33%
$CARDS ↑22%
$PONS ↓56%
$SEI ↓33%
Key Fundamental Updates 🔍
$GEOD
$ZEC
$LIT
$INJ
$FIL
$AERO
$PUMP
Market Snapshot 📊
Stablecoin Cap : $296B
Altcoin Dominance : 41%
Fear and Greed : 33
What happened in October?
👉 Uptober failed, with roughly $300B wiped from the market and BTC sliding from about $87K to $77K, its second red October in a row.
👉 Binance suffered a roughly $6.3B hack around October 29, the largest crypto theft on record, with attackers draining hot wallets across about 10 chains.
👉 Around $3B of the stolen funds was frozen on-chain, and Binance pledged to cover all losses from its reserves.
👉 The Fed held rates at 3.75-4.00% on October 28 in a 10-2 vote, with both dissenters wanting a hike, and December hike odds rose to about 80%.
👉 PCE inflation printed 3.6% headline and 3.1% core, keeping higher-for-longer rate expectations in place.
👉 Spot Bitcoin ETFs saw a $485M outflow on October 7, their largest since June, and another day above $635M on October 23.
👉 ETH fell roughly 17-22% and SOL roughly 19-26%, both worse than Bitcoin, while altcoins broadly lagged.
👉 HYPE held up as a relative outperformer, and Zcash and Monero posted weekly gains while most of the market bled.
👉 OCC finalized its GENIUS Act rules for payment stablecoins on October 21, effective January 18, 2027.
👉 SEC comments on the proposed Regulation Crypto Assets closed October 20, while the CLARITY Act stayed stalled in the Senate.
👉 Chainlink launched 24/7 pricing for tokenized stocks, commodities and RWAs, and Samsung added USDC transfers on Galaxy phones.
👉 Crypto groups spent about $176M on the midterms ahead of the November 3 vote, which could unstick the market structure bill.
Our Crypto Talk retweeted
Tokenized RWA Landscape 2026
The on-chain real-world asset market, mapped by category. Each project + its #1 tokenized asset 👇
🔸 RWA Yield & Infrastructure
$ONDO : tokenized US Treasuries ($1.9B)
$ENA : synthetic dollar / T-bill backing ($2.5B)
$PENDLE : tokenized yield ($305M)
$PLUME : RWA L1 ($104M)
$USUAL : T-bill-backed stablecoin (~$20M)
$BKN : tokenization infra ($8.6M)
🔸 Private Credit
$SYRUP : institutional loans ($184M)
$CFG : structured credit ($54M)
$CPOOL : borrower pools ($27M)
$HUMA : decentralized payfi ($49M)
$GFI : emerging-market credit ($3.5M)
🔸 Commodities (Gold & Silver)
$XAUT : gold ($3.2B)
$PAXG : gold ($1.75B)
$KAU : gold ($351M)
$KAG : silver ($182M)
$XAUM : gold ($68M)
🔸 Tokenized Real Estate
$PRO : property transactions ($32M)
$RIO : tokenized RE + equity ($13.9M)
$PROPS : property Marketplace ($2.9M)
$PROPC : real estate investment infra ($3.9M)
$PRCL : trade price movements of housing markets ($5.4M)
The thesis is clear: treasuries and gold dominate today, credit is scaling, real estate is still early.
Our Crypto Talk retweeted
25 crypto projects under $25M to watch 👀
✦ AI & COMPUTE
> $SERV (OpenServ) · $11.2M
Reasoning API live since Sept. 25% of revenue buys and burns SERV.
> $CNX (Crynux) · $0.8M
Lithium mainnet live: decentralized GPUs for AI inference.
> $DOT (Dot) · $7.8M
Paid private-AI app. Revenue funds DOT buybacks.
> $SURPLUS (Surplus) · $3.8M
Daily inference volume up 2.3x in a month to 312B tokens.
> $SN3 (Templar) · $36M
Decentralized LLM pre-training subnet on Bittensor.
✦ ROBINHOOD CHAIN
> $ORBIO (Orbio) · $28.8M
$382K revenue and 35.7B AI tokens served since its Aug launch.
> $TORCH (Torch) · $11.2M
70% of trading fees plus ~25% of platform revenue go to holders.
> $BOW (Longbow) · $4.5M
Deposits up ~70x in 2 months to $1.9M. Stakers earn USDG.
✦ REAL-WORLD ASSETS
> $PROPS (Propbase) · $3.4M
Launches on Robinhood Chain Oct 29. XPROPS index token in Q4.
> $DEUS (XMAQUINA) · $9.1M
DAO holds stakes in Figure, Apptronik, 1X. Onchain launch targeted Q4.
> $PRCL (Parcl) · $5.4M
Its indexes settle Polymarket's housing markets. Own chain next.
> $BKN (Brickken) · $13.7M
BKN-to-equity swap planned in its Series A.
> $IXS (IXS) · $13.9M
RWA yield vaults for AI agents. MAS-licensed parent company.
✦ DePIN
> $NATIX (NATIX) · $10.7M
Supplied 40%+ of the data for a self-driving model that beat Nvidia's.
> $ANYONE (Anyone) · $16.3M
Tor-style privacy network. HyperBEAM migration targeted Q4.
> $HONEY (Hivemapper) · $10.5M
Crowdsourced street maps from dashcams.
✦ DeFi & LAUNCHPADS
> $UMIA (Umia) · $18.1M
First outside launch is Shaw's (elizaOS) Slop.cash in Q4.
> $CETUS (Cetus) · $20.7M
Sui's main DEX. $100B+ volume, 96% of supply already circulating.
> $RHEA (Rhea Finance) · $23.1M
No unlock cliffs ahead. Bridgeless TRON trading via NEAR Intents.
✦ PRIVACY
> $FIRO (Firo) · $15.8M
Spark privacy fix shipped. Perps listing proposed on Nova Markets.
> $PIVX (PIVX) · $4.6M
~2,100 masternodes lock ~20% of supply. 6.0 testnet planned.
> $XEL (XELIS) · $1.8M
Private smart contracts live on mainnet.
✦ WALLETS, PAYMENTS & CONSUMER
> $WCT (WalletConnect) · $17.5M
Fee and buyback model under governance. $207.8B volume in H1.
> $TRIA (Tria) · $6.2M
600K+ accounts, $8.5M revenue, profitable in 8 months.
> $CREO (Creo) · $2.7M
CreoPlay AI turns a text prompt into a playable game.
Which one are you holding? 👇
Our Crypto Talk retweeted
We are sitting down with Alan Orwick, co-founder of @QuaiNetwork.
PoW L1, dual-token system, and burning 1.9 billion tokens and what’s next.
Set your reminder 👇
nitter.cf/i/spaces/1wGWjlXLvqpKQ
Our Crypto Talk retweeted
Sometimes, its not just the charts that you need to zoom out 👀
Which dips are you buying?
👇
Our Crypto Talk retweeted
Arthur Hayes sold "bottoms" in 2026
He lined up another sale today
Here is every sale he has made in 2026, from sale price to price today.
$HYPE $65.2 → $81 (+24%)
$NEAR $2.23 → $4.91 (+120%)
$ZEC $390 → $1,220 (+200%+)
$WLD $0.41 → $0.58 (+40%)
Now he is selling $ETH $ENA and $UNI
On Jun 1 he said HYPE would beat every top ten coin through year end, with a $150 target for August. Three days later he sold the entire bag.
He called HYPE, ZEC and NEAR his holy trinity on May 22 and was out of all three by Jun 5, with ZEC dumped right after a 30% drop on the Orchard bug.
WLD went the same way, sold a day after he said he would hold it through the SpaceX IPO. ZachXBT accused him of using followers as exit liquidity on the whole run.
Each exit came right after a flush, with NEAR down 22% on the day. A wallet linked to him even bought back about $2M of HYPE on Jun 8 near $59, and HYPE later hit $97.96 in September.
Where this leaves the latest sale
His ETH and ENA sales sit almost exactly at today's prices, so it is too early to judge this one.
But after four June misses it is hard to treat his exit as a signal, since he keeps selling the bottom of the flush while the market recovers without him.
Do you fade him here or respect the caution?
Our Crypto Talk retweeted
$NEAR vs $ICP
Dom may be right about the cryptography, but he's losing the only scoreboard that pays anyone.
> Chain TVL: $244M vs $12M
> Below ATH: -76% vs -99.7%
> Market cap / TVL: ~25x vs ~100x
> Since Feb : 4.3x vs flat
👉 What Dom actually said about NEAR
Dom shared a PhD engineer's review calling Confidential Intents a permissioned instance with trusted operators, no public code and no public operator list.
He later escalated to calling it snake oil and floated legal action over vetKeys, putting his odds at 70% to 85%, though all of that remains allegation.
👉 Where the criticism lands and where not
On the trust model he has a point, since a private shard with a handful of permissioned validators and a TEE bridge is not threshold cryptography.
Disclosure is weaker ground, because NEAR described the permissioned shard and TEE bridge publicly from its February launch.
👉 What the market chose to pay for
Confidential Intents now holds $171M, up 6.4x since June, though part of that growth was incentivized. All of ICP holds about $12M.
👉 My take
You could argue users never asked for the purest design, they asked for private swaps with compliance built in, and NEAR shipped that first.
Dom's engineering points deserve a technical answer, but a founder attacking a rival from 99.7% below ATH will always get read as marketing.
ICP's own docs also say standard subnet state is readable by node operators, so neither side offers privacy by default.
If you had to pick, does cryptographic purity still matter when the market keeps paying for the practical version?
Our Crypto Talk retweeted
Our Crypto Talk retweeted
I know I’ve been quiet lately. I spend most of my days working behind the scenes and apparently, I’m better at keeping everyone else busy than keeping my own X updated 😁
As many of you know however, I’ve always been drawn to projects that give people a reason to use their product or technology, and I think I’ve found the next gem.
Every generated image. Every chatbot response. Every AI feature running inside an app. Somewhere, hardware had to do that work… and someone had to pay for it.
@crynuxio has built a different way to supply that computing power: a decentralized network of independently operated GPUs.
It starts with hardware people already own. A graphics card in a gaming PC that can also be used to run AI models. Crynux lets operators connect that hardware to a network and subsequently complete AI tasks and earn $CNX.
Developers get access to computing power for their applications. Hardware owners get a way to earn from capacity that otherwise sits unused.
Think about that connection: someone’s computer can help power an application used by someone on the other side of the world, with the network coordinating the work and payments.
But connecting computers is only half the problem. How can we trust that someone actually did the work correctly?
Crynux uses vssML, a verification system built around secret spot checks. Roughly 10% of tasks are selected for other nodes to repeat and cross-check. Operators cannot predict which tasks will be checked, and dishonest results put their staked CNX at risk.
That gives the network a way to check the work without paying to repeat every single task multiple times.
The video below shows what this looks like in practice.
This is Crynux Chat, an AI assistant powered by the Crynux network.
Choose an open AI model and start a conversation. Ask it to explain something, help with code, or work through an idea.
In the demo, someone asks for a blue origami fox and gets a generated image back. They also upload a photo and ask the AI to describe it and write an Instagram caption.
Those requests are processed by independently operated GPU nodes on the network.
Crynux Chat is one example of what developers can build using that computing power. The broader network supports other work such as:
• Running AI models for chatbots and assistants.
• Writing, summarizing, translating, and answering questions.
• Generating, explaining, and debugging code.
• Creating images and editing existing images.
• Fine-tuning models for particular tasks or styles.
• Training LoRA adapters to customize models.
Image understanding is also demonstrated in Crynux Chat, with audio and video among the capabilities covered in the broader roadmap.
Developers with compatible AI apps can connect by changing where their app sends its requests. They can keep the familiar tools and request format they already use, while Crynux supplies the computation behind them.
And let’s not forget the part of their tokenomics that caught my attention.
71% of the maximum CNX supply is allocated to task mining, with releases tied to demand and completed work
Why does that matter?
Because that allocation doesn’t enter circulation just because another day, month, or year has passed. Its release depends on actual network usage.
From an investor’s perspective, that makes actual adoption an important part of the supply story and it means my investment won’t be diluted simply by time passing.
Crynux launched its mainnet in June 2026, following a testnet that recorded 1,785 nodes and 55 million completed tasks.
What gets my attention is the problem Crynux is solving: developers need reliable, cost-efficient computation, GPU owners can supply it, and Crynux gives them a way to make that happen.
Check out the video yourself.
That GPU sitting idle could help someone get their next big idea off the ground.
Our Crypto Talk retweeted
Probability Score of altcoins hitting a new ATH in one year
HYPE : 9/10
TAO : 7/10
NEAR : 7/10
ONDO : 6/10
INJ : 5/10
SUI : 5/10
SEI : 3/10
ALGO : 2/10
Disagree? Tell us in the comments 👇
Our Crypto Talk retweeted
$1.33B in 12 months.
That’s how much 15 crypto protocols spent buying back their own tokens.
1️⃣ The big spenders
$HYPE: $689M
$PUMP: $285M
$SKY: $59M
$UNI: $57M
$CAKE: $45M
=> Hyperliquid alone is more than half of all buybacks tracked. 99% of its fees go to buying HYPE.
2️⃣ The real yield leaderboard
Buyback yield = 12-month buybacks ÷ market cap.
$ORE: 72.7%
$PUMP: 13.5%
$CAKE: 6.3%
$LIT: 3.9%
$JUP: 3.9%
$HYPE: 3.8%
=> PUMP buys back 13.5% of its market cap a year. HYPE, despite spending 2.4x more, sits at 3.8%.
3️⃣ Burn vs hold
Only 5 of 15 burn what they buy: $HYPE, $PUMP, $UNI, $CAKE, $ORE.
The rest hold the tokens in treasury or route them to stakers ( $JUP, $RAY, $ASTER, $LDO, $NEAR).
=> Burned supply is permanent. Treasury supply can come back to market.
4️⃣ The sector picture
Perps & trading: $785M
Launchpads & consumer: $327M
DEXs: $122M
DeFi infra: $94M
L1s: $6M
=> Trading venues dominate because they have the cleanest fee streams to redirect.
5️⃣ The newcomers
$UNI: fee switch only went live in Dec 2025, already $57M
$NEAR: buying back with Intents revenue since Feb 2026
$ASTER: 99% of daily fees into buybacks since June
=> The list is growing. Revenue-to-holders is becoming the default expectation.
Our Crypto Talk retweeted
Our Crypto Talk retweeted
Dear @grok ,
Which of these Altcoin price targets are realistic for 2027?
Remove the ones that are not possible.



















