Quick Narratives Check 🔥🎯
We were moving up, got a mild correction on the Maduro/Venezuela news.
If 1Q brings indirect QE through RMP, the bias still feels constructive.
Let’s check the narrative fast.
1. Robotics
1) Thesis:
• NVIDIA CEO Jensen Huang has previously predicted that 2026 will mark the adoption phase of robotics.
Likewise, Jim Fan, Director of Robotics at NVIDIA (@DrJimfan), has expressed strong expectations for 2026.
• With CES 2026 just days away, robotics is expected to be a major theme, and the market is watching closely for potential announcements.
2) Tickers:
$CODEC, $SAPIEN, $BREW, $VIRTUAL …
2. Token Airdrop Experiment by Nasdaq-Listed Companies
1) Thesis:
• $DJT → $CRO: DJT announced airdrop distribute on-chain via the CRO chain
• $DVLT has also announced a token-based dividend and soared +60%
• $Base should be considered part of this broader on-chain distribution experiment
• This signals a new phase where public companies experiment with tokenized dividends and shareholder distribution.
2) Tickers:
• $CRO
• Nasdaq: $DJT, $DVLT, $COIN
3. Caroline Is Back?
1) Thesis:
• Do you remember LUNA rallying nearly 3x during Do Kwon’s trial?
> Please remember we indicated that
https://t.co/PjNXunI0qq
• Now, Caroline Ellison, former CEO of Alameda Research, is reportedly being released in exchange for cooperation, with a scheduled release date of January 21.
• At a minimum, this is an event worth close attention.
2) Ticker:
$FTT
4. Mega Memecoin
1) Thesis:
• James Wynn going all-in on $PEPE could act as a catalyst for a broader large-cap memecoin rally.
2) Tickers:
$PEPE, $FARTCOIN, $PENGU
5. Institutional-Grade Blockchain
1) Thesis:
• Focused primarily on large U.S. institutions, including Tokenization of Nasdaq-listed equities
• 24/7 trading and settlement infrastructure
• This represents need of the institutional blockchain infrastructure.
2) Ticker:
$CC
6. Crypto M&A
1) Thesis:
• Good case: Nasdaq: $RZLV acquiring $SQD, including the token itself
• Bad case: Acquiring only the team while discarding the token, reinforcing skepticism toward tokens
• These cases highlight why token-inclusive M&A matters in crypto.
2) Tickers:
• Good: $SQD
• Bad: $AXL, $TNSR, $IRON
7. Tokenized TCG
1) Thesis:
• Iconic IPs such as Pokémon, One Piece, and Yu-Gi-Oh are entering a convergence phase with blockchain.
• Key catalysts include current market caps, Pokémon’s 30th anniversary, the Logan Paul effect, and the approaching conclusion of One Piece.
2) Ticker:
$CARD
8. x402
1) Thesis:
• The runway for the agentic economy lies in x402, enabling machine-native payments and autonomous agent commerce.
• Hint: We're preparing x402 content
2) Tickers:
$VIRTUAL, $KITE, $UB, $PAYAI, $DEXTER …
9. Privacy
1) Thesis:
• “Privacy is not optional.” Powered by Naval.
• If someone still doubts the importance of privacy after seeing $ZEC, it likely reflects a misunderstanding of the space.
2) Tickers:
$ZEC, $XMR, $DASH, $SESH, $NOCK …
10. MSTR MSCI Index Inclusion?
1) Thesis:
• If MSTR is included in an MSCI index, ETFs and index funds tracking that index must buy the stock, creating forced passive inflows.
• The expected decision date is January 15.
2) Tickers:
$MSTR …
11. USD1 Meta
1) Thesis:
Strength in the U.S. dollar ($1) narrative is spilling over into so-called USD1-themed memecoins, which are showing relative momentum.
2) Tickers:
$1, $WLFI, $AOL
12. $BCH what the heck?
1) Thesis:
Everybody knows $BCH is going up,
but nobody really knows why — if you do, let me know.
2) Ticker:
$BCH
+@ Obvious Adjacent Sectors
- Prediction Markets
- Neo Banks
Let me know if we missed anything. 🫡
You must do this if you want to claim your $BASED airdrop
BasedApp released a terms and conditions you have to sign to be eligible for your airdrop
Register here: https://t.co/EwCasV61b8
Interestingly enough we have seen almost every HyperEVM/HL airdrop take this approach
Insider connected to Israel and Iran bets is back in action
All his previous bets on the conflict between these two countries brought him $154,000 profit
He opened two bets:
◇ Israel strikes Iran by January 31 odds now 34¢
◇ Israel strikes Iran by March 31 odds now 54¢
Market link : https://t.co/xU6w7JI7fw
This makes sense because: Iran is experiencing mass protests (since December 29, 2025, >35 dead), economic decline and loss of allies (Hezbollah, Hamas, Houthis).
Israel warns of "growing threat" due to Iranian missile restoration and discusses new strikes (operation "Iron Strike")
Netanyahu contacted Putin for de-escalation. Iran declares preventive measures if attack threat emerges
If these two bets win he'll get no less than - $35,000
him profile : https://t.co/ZamAXuFrr3
How I have been streamlining my crypto research
@get_truenorth: Been using their MCP integration with Claude and it's been solid. Helps me do some useful research on most things I ask it (E.g. Momentum indicators, unlocks, etc.)
@nansen_ai: Tried out Nansen AI today and it's been pretty good with giving me info on smart money flows, exchange flows, and general overviews.
@SurfAI: Great for overall research. It's more in depth than I expected on multiple levels.
@kiyotaka_ai: Best free charting tool out there. Indicators such as aggregated OI, funding rates, delta etc. have been good.
@velo_xyz: Great dashboards for a top down overview of the market.
@elfa_ai: For tracking mindshare and sentiment.
@LorisTools: My go to source for checking funding rates across all exchanges.
@DefiLlama: For onchain data I just use LlamaAI to get what I need instead of going through different dashboards.
@coinglass_com: To get an idea of general flows, open interest data, etc.
checking the charts…
and this DEX is a real performer
acting like it skipped the bear flash
annualized fees growthing -> $788M
revenue at ->$570M
30-day perp volume? ->170B
open interest sitting above -> $700M
that’s not “early stage perp DEX” energy
that’s “we quietly became a heavyweight while CT was busy doomscrolling” energy
if you’re still not trading on @edgeX_exchange that’s mistake
and yeah, numbers like these don’t stay under the radar forever
2-in-1 Airdrop: Polymarket and BasedApp
Based just integrated Polymarket, the first HL builder to fully roll out this feature
If you have funds on Polymarket already, you will see them on Based
The Based team is actually based
Predict now: https://t.co/1FbfNyaXc8
Want to earn a $BASE aidrop?
Farcaster could be a crucial factor in qualifying
If you forgot, the team has literally told us what they value:
1. Active on Farcaster
• Even if you are not on the weekly leaderboard, CROSSPOST! It takes minimal effort and you should be crossposting to both Warpcast and Hey at the least
2. Funded Wallet
• The wording is a little ambiguous here so I would make sure to have at least $10 of USDC AND ETH in your Warpcast wallet
3. At least 1x transaction
• A key section here is at least, I would recommend doing more than 1 transaction, test new mini apps and have fun
4. Use mini apps daily
• Self-explanatory, just explore and have fun. If you are lazy you could even just do the Monad testnet wheel daily and leave it at that (would recommend using live mainnets too though)
Would be cool to see post-TGE projects like @Lombard_Finance or Base focused dApps like @HeyElsaAI do marketing campaigns with Farcaster or some form of Farcaster Wallet integrations
gn , here are some events to study before bed
@eigencloud - ~36.8M $EIGEN unlock (~12.1% supply) - Nov 1
@MARINA_PROTOCOL - $BAY listing on Binance Alpha + airdrop dist — Nov 1
@Lombard_Finance - end of mint reward campaign ($BTC incentives) - Nov 2
@GoKiteAI - Binance listing @ 13:00 UTC - Nov 3
@Aria_Protocol - public sale on Vibe (BuildPad) - Nov 3
@useTria - sale registration on Nozomi (Legion) - Nov 3
@monad - last day to claim $MON - Nov 3
@FractionAI_xyz - FOXX NFT drop - Nov 3
@Polkadot - hub launch (core infra rollout) - Nov 4
@cross_protocol - Verse8 launch (AI-native content/game creation suite) - Nov 4
@0xIntuition (TRUST) - mainnet live - Nov 5
@republic - $rTTOK sale final - Nov 12
@flyingtulip_ - last day for $IDIA staking - Nov 17
CZ wants to kill @Polymarket
He’s launching new prediction market @opinionlabsxyz
Backed by @yzilabs with $5M funding
Today, they launched Week #0 points and a leaderboard, giving away 100,000 points every week.
For now, the site offers Macro trading - things like US Fed Rate and other economic markets
as well as simple Trending Markets, such as “Ethereum all-time high by October 31?”
You can register only with an invite code for now:
https://t.co/Dk87rYySs5
xaFbvQ
Right now the site is really slow because so many people are trying to get as many points as they can
Remember Aster, CZ’s projects usually give out a lot of money
Perle, a platform that enhances AI training data quality by combining human expertise with Solana blockchain technology. Originally known as Kiva AI, it launched its public beta contribution platform in late 2025, enabling AI teams to access high-quality annotated data.
The wait is over. The Perle Labs beta is now live.
AI doesn’t train itself. Every model learns from human insight, and now that layer is finally being recognized and rewarded.
Built on @solana. Powered by contributors like you.
3/ With fresh funding, Miden’s going full throttle. If you wanna try it out, here’s how to get started 👇
• Download the wallet & create one:
https://t.co/BwiRAIQBET…
• Request test tokens:
https://t.co/9P2UY9w1Xp
• Or spin up your own faucet:
https://t.co/Fm8eZs8WFg
Miden just raised $25M from a16z 🔥
They’re building the fastest zkVM for Ethereum. Big win for devs who want speed, privacy, and scalability in one slick package.
2/ Why Miden matters:
• Built by ex-Facebook zk-STARK engineers
• Dev-friendly zkVM (not just for math nerds)
• Part of StarkWare’s ecosystem
• Aiming to be the go-to zk rollup for Ethereum