fozzla ☮️⚫ @Cryptodiving2 - Twitter Profile

RWA Supercycle Roundup (9/10/26): Decent flush out in the past 24 hours as the uPNL on FOMO takes a hit; offering prime entries into high quality assets... just as Vlad goes on stage hinting at potential paradigm shifts in voting rights for tokenized equity holders through a proxy/delegate?? Here's what caught my attention: 1) ZZZ ( @ExponentLabs_ ): (RH) The lore runs deep around agents changing their prefixes to buy time + prevent deletion... giving me GOAT / Backroom vibes 2) @downto_finance (RH) Decentralized ETFs; game theory has captured attention for quants to find alpha as it currently teases it going live; people unstaked before was that Sep 7 migration cutoff + are waiting for go live anticipated in a day or two 3) @RKST_xyz (RH) Rocket Strategy is an on-chain financial vehicle that acquires exposure to reusable rockets; A @Starcap_xyz portfolio company 4) @LaunchOnSF (SOL) Bounced back following the PUMP STONKS platform announcement; Penis/Pump is launched on STONK as onchain response to their STONKS vamp attack 5) @ponsdotfamily (RH) mentioned on CNBC: Launchpad is now tracking $93m in rewards distributed to creators + $10b in total volume traded on its launchpad PONS chart seeing a sell off (alongside the broader market) but this healthy correction enables a greater number of tokens to be burned/ permanently removed from the market 6) @brewdotfamily (BSC) starts to pump on BSC STONK/PONS style rival to 4STONK (bSTONK conversion soon), or perhaps FLAP (no token, yet) 7) Seeing large BREW holders accumulate "SirPancake" as the memetic mascot to the BREW holders... if BREW takes off, this will be a leveraged bet imo 8) @longdotxyz (RH) @Natan_benish clarifies token value accrual as MOO, AI, MEME + others show strength: "LONG pairs are not just vanilla DeFi vaults. These are community based assets whose value is driven by holder conviction, unique narratives, and memetics. That is much more POWERFUL than quoting stats esp on the small-mid cap range" 9) @BundleCatAI (RH) hits price discovery as investors position into AI adjacent infra that'll benefit future launches; bundle uses anti snipe mechanisms for launches + agentic AMM for market making its own token 10) @receiptfamily (RH) offers innovative app layer to tokenized equity for holders of its RECEIPT token by scanning shopping receipts... more of this! i'll append post on this below. Also grab your username now 11) @memorycowmoo (RH) Micron token pairing; climbing + volume increasing showing strength as it solidifies its position as 3ic behind @longdotxyz token leader AI (NVDA) + MEME (AMC) plays 12) Prime opportunity to go hunting for oversold projects in the LONG ecosystem as the entire RWA market rerates up: i) @Asteroidonlong (RH) hits escape velocity as the SPCX STONK pair on LONG ii) @incelrh (RH) climbs as the lead pair on Intel as more value accrual flows to the Long ecosystem. There's a decent overlap between MOO holders + Incel which caught my attention iii) Similarly, this wildcard @TUXibm (RH) pairing with IBM has an overlap with large MOO holders. Early stages imo have stronger chance to compound as more long term holderbase. They announced buy+store of IBM stock in a doxxed wallet soon... vault eventually? 13) @bmoneyonbnb (BSC) floor seems to be around $4m... someone is accumulating this whenever it dips. The lore on this is worth digging into + you get chinese Bitcoin for holding aka BTC on BSC 14) @KnotsOnStonk (SOL): Hold Knots get STONK. $500K distributed to KNOTS holders 15) @rstrosrs (RH) hits 8.8k RH hats in OSRS funded by trading fees on its RSTR token... sets an interesting precedent for how in-game economies can be driven by a memecoin 16) @projectmars_rh (RH) grabs attention with its gamified Land drilling mechanisms. Forecast supply shrinkage of DRILL by 200k tokens per day 17) @orbiodotso (RH) innovating with onchain inference credits, similar to VVV/DIEM 18) @Fab_RWA (RH) Mine the companies that made your GPU. Real AI inference and render jobs, paid in tokenized NVDA, TSM, AAPL and SK hynix 19) @moodotguru (RH) fills a gap with pre-IPO stock prices bridging the gap between buyers and sellers; this will become increasingly important as more low cap private equity memeFi pairs emerge Let me know in the comments if I've missed any notable developments and I'll append below or capture tomorrow! 👇 I'll use this as a tool to fill any gaps I may have missed

0xSammy's tweet photo. RWA Supercycle Roundup (9/10/26):

Decent flush out in the past 24 hours as the uPNL on FOMO takes a hit; offering prime entries into high quality assets... just as Vlad goes on stage hinting at potential paradigm shifts in voting rights for tokenized equity holders through a proxy/delegate??

Here's what caught my attention:

1) ZZZ ( @ExponentLabs_ ): (RH) The lore runs deep around agents changing their prefixes to buy time + prevent deletion... giving me GOAT / Backroom vibes

2) @downto_finance (RH) Decentralized ETFs; game theory has captured attention for quants to find alpha as it currently teases it going live; people unstaked before was that Sep 7 migration cutoff + are waiting for go live anticipated in a day or two

3) @RKST_xyz (RH) Rocket Strategy is an on-chain financial vehicle that acquires exposure to reusable rockets; A @Starcap_xyz portfolio company

4) @LaunchOnSF (SOL) Bounced back following the PUMP STONKS platform announcement; Penis/Pump is launched on STONK as onchain response to their STONKS vamp attack

5) @ponsdotfamily (RH) mentioned on CNBC: Launchpad is now tracking $93m in rewards distributed to creators + $10b in total volume traded on its launchpad

PONS chart seeing a sell off (alongside the broader market) but this healthy correction enables a greater number of tokens to be burned/ permanently removed from the market

6) @brewdotfamily (BSC) starts to pump on BSC STONK/PONS style rival to 4STONK (bSTONK conversion soon), or perhaps FLAP (no token, yet)

7) Seeing large BREW holders accumulate "SirPancake" as the memetic mascot to the BREW holders... if BREW takes off, this will be a leveraged bet imo

8) @longdotxyz (RH) @Natan_benish clarifies token value accrual as MOO, AI, MEME + others show strength:

"LONG pairs are not just vanilla DeFi vaults. These are community based assets whose value is driven by holder conviction, unique narratives, and memetics. That is much more POWERFUL than quoting stats esp on the small-mid cap range"

9) @BundleCatAI (RH) hits price discovery as investors position into AI adjacent infra that'll benefit future launches; bundle uses anti snipe mechanisms for launches + agentic AMM for market making its own token

10) @receiptfamily (RH) offers innovative app layer to tokenized equity for holders of its RECEIPT token by scanning shopping receipts... more of this! i'll append post on this below. Also grab your username now

11) @memorycowmoo (RH) Micron token pairing; climbing + volume increasing showing strength as it solidifies its position as 3ic behind @longdotxyz token leader AI (NVDA) + MEME (AMC) plays

12) Prime opportunity to go hunting for oversold projects in the LONG ecosystem as the entire RWA market rerates up:

i) @Asteroidonlong (RH) hits escape velocity as the SPCX STONK pair on LONG

ii) @incelrh (RH) climbs as the lead pair on Intel as more value accrual flows to the Long ecosystem. There's a decent overlap between MOO holders + Incel which caught my attention

iii) Similarly, this wildcard @TUXibm (RH) pairing with IBM has an overlap with large MOO holders. Early stages imo have stronger chance to compound as more long term holderbase. They announced buy+store of IBM stock in a doxxed wallet soon... vault eventually?

13) @bmoneyonbnb (BSC) floor seems to be around $4m... someone is accumulating this whenever it dips. The lore on this is worth digging into + you get chinese Bitcoin for holding aka BTC on BSC

14) @KnotsOnStonk (SOL): Hold Knots get STONK. $500K distributed to KNOTS holders

15) @rstrosrs (RH) hits 8.8k RH hats in OSRS funded by trading fees on its RSTR token... sets an interesting precedent for how in-game economies can be driven by a memecoin

16) @projectmars_rh (RH) grabs attention with its gamified Land drilling mechanisms. Forecast supply shrinkage of DRILL by 200k tokens per day

17) @orbiodotso (RH) innovating with onchain inference credits, similar to VVV/DIEM

18) @Fab_RWA (RH) Mine the companies that made your GPU. Real AI inference and render jobs, paid in tokenized NVDA, TSM, AAPL and SK hynix

19) @moodotguru (RH) fills a gap with pre-IPO stock prices bridging the gap between buyers and sellers; this will become increasingly important as more low cap private equity memeFi pairs emerge

Let me know in the comments if I've missed any notable developments and I'll append below or capture tomorrow! 👇

I'll use this as a tool to fill any gaps I may have missed

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fozzla ☮️⚫

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