RubMeHarder (🧙‍♂️, 🧙‍♂️)

Rub on Rub off

[fomozaurus 🦖 @fomosaurus]

This one might get fun.

The OG devs @basednouns are getting ready to launch ChipWorks, their own interpretation of QUOTRON and STONKBROKERS on Base.

The token just got verified on Fomo and has seen calls from prominent KOLs, but I think some of the NFTs are still mispriced.

You burn $CHIP to activate a Noun, then burn progressively more to climb tiers and increase its multiplier / share of future tokenized stock distributions. DarkNOUNs start with a higher base weight, while the newly launched Chiplets can either be activated to earn on their own OR permanently burned in the Furnace to forge a full Based Noun.

That’s where the game theory starts getting interesting: Chiplets are simultaneously the cheapest productive asset in the system and raw material for creating scarcer, higher-weight Nouns.

The entire 10K Chiplet collection is sitting around ~$100K, legacy Based Nouns around ~$125K, and DarkNOUNs around ~$220K MC. I *think* the Chiplets may outperform the token.

A bit dicey today with PPI and likely some volatility going into the 16th, but if all goes well tomorrow, it's expected ChipWorks goes live along with the Chiplet reveals.

I can see this having a chance with the Base eco starved for experiementation.

[fomozaurus 🦖 @fomosaurus]

$PARE begins its audit tomorrow.

One to continue to monitor, given the TAM could be orders of magnitude larger than Pendle if tokenized equities continue gaining traction.

We made our first buys in the $20K–$40K market cap range and remain bullish.

This one is uniquely positioned if it sticks the landing.

[RubMeHarder (🧙‍♂️, 🧙‍♂️) @HarderRub]

@TYPAapp_Pokemon Unfollowed

[RubMeHarder (🧙‍♂️, 🧙‍♂️) @HarderRub]

@emac_rex @iK9cards Could you send some reading my way? Tyvm

[RubMeHarder (🧙‍♂️, 🧙‍♂️) @HarderRub]

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[fomozaurus 🦖 @fomosaurus]

$ZEC is kind of in an interesting area.

Some quick thoughts, bits and bobs on Zcash and $CYPH:

There’s some profit-takers noting the double top near mid ~$700s, yet we can’t deny the pent-up demand and the cypherpunk narrative that’s gaining real traction today. People are genuinely asking if “this time is different?” By now it’s clear though there’s not just relative strength, but Zcash is the one-man wrecking ball of this alt season, standing alone.

OI is back to ~1.11B (down 15% from peak) and funding sits neutral to slightly positive, dropping dramatically from the spike we saw during last week’s dump with leverage unwound.

Anything can change, of course, but this is setting up for a shallower dip this time than people expect.

If you sold the top at $700+ that's great. I'm viewing the downside risk around $580 and 500. At $580, that's roughly 1:1 R/R to the local highs, with a lower probability of hitting $500 again.

LTFs currently exhibiting indecision and extended wicks, tight ranges with traders seeing if this zone around $650-675 is fair value. If we do see < $600, the hope is we'll produce our higher low and will be momentary.

I'm also thinking about $CYPH... Is @cypherpunktech worth a bid?

They TWAP’d 203,775 ZEC at $245 avg ( valued at ~$138M now) and aim for 5% of supply (roughly 1M ZEC).

The DAT fatigue is real and everybody knows the playbook now, but there might be an opportunity here.

Fresh narrative, no copycat DATs (yet), Winklevoss affiliation, and a coin that actually has momentum and enthusiastic buyers.

$BMNR hit ~4x NAV premium at its peak. Given the fatigue with DATs, that might be ambitious but it doesn't mean we can't trade at a premium for an asset that has momentum. If you're in the camp that Zcash can hit several thousands this cycle, this is the amplified bet.

You have people like Naval calling Zcash “Bitcoin’s insurance policy” and @CryptoHayes saying it might be the last 1,000x in crypto left.

Some things to remember about CYPH:

Shares will dilute via the $200M ATM. They have ~$68.6M cash post-raise (Oct $58.9M round led by Winklevoss Capital).

With Zcash expanding fast, we'll see more issuance coming sooner than later to fund the next buys if history is any indication with BMNR, i.e., shares will dilute so timing this buy can be the tricky part, but CYPH needs to be part of the calculus now if we're thinking about Zcash.

[fomozaurus 🦖 @fomosaurus]

If you told me I'd have $DCR, $ZEC, $DASH and $ZEN on my watchlist in 2025, I wouldn't have believed you, but here we are.

These are the only things worth trading right now that aren't cucked in a tight range or down only.

[fomozaurus 🦖 @fomosaurus]

So why are fossil privacy coins pumping right now (outside of ZEC)?

Some thoughts...

Zero ETFs flows so unencumbered and not reliant on ETF / DATs that wouldn’t touch them with a ten foot pole. This means no flow but no redemptions.

They're also not really listed on perps and if they are, relative to their peers with similar market cap, exhibit low open interest and perps volume dominance, making them purely narrative trades.

They're too old for trench people to bother with and they're not even accessible to many of these people who trade purely on dexes.

Most of these coins have mature supply schedules with disinflationary or minimally inflationary models. Nearly all supply in circulation, creating high float + relatively low FDV dynamics, opposite of modern VC tokens with tiny floats and modern tokenomics design.

They're also older "fair launch" projects from the hey day and have little to no VC allocation, and ofc, in some respects the antithesis.

[fomozaurus 🦖 @fomosaurus]

A compilation of some bits and bobs from crypto today, including interesting projects, NFTs, TGE and airdrop reminders, and cool initiatives:

- @neukoai, a stealth launched (and beautiful) project at the intersection of art x ai by ex-@doodles team members @greenie_sr and @austin_hurwitz have begun a first and second wave of DMs querying for Solana addreses.

Within 10 days, they've amassed 8.8k followers at time of writing.

- Looks like @Cobie and @ledgerstatus will be back for @UpOnlyTV season 2.

Coinbase.eth acquires the UpOnly NFT for $25 million.

https://t.co/avQ3CDAb1C

- The folks over at @monad have been working tirelessly to get their claims page up in preparation for the TGE. Over 230,000 wallets qualify if you're a user of DeFi or possess NFTs. Exact $MON counts are expected to be revealed on October 28 with claim window CLOSING November 3.

Please add this to your calendars and check here: https://t.co/WzM31VZOIy

- @Polymarket launches a market for @SNX_Exchange's trading competition, featuring well known OG traders and incumbents from CT from 2017-2021.

See the market here: https://t.co/MjTI3DDlVs

- @Meteora announces three new production innovations that will help with token launching, including Presale Vaults, Meteora Invent, and Dynamic Fee Sharing.

As a reminder, the $MET TGE drops on October 23. See if you qualify for the claim here: https://t.co/PxYdO8aDSY

- @HyperSwapX genesis TGE + distribution went live today with liquidity added.

See here: https://t.co/77FNejEr41

- @solana hints at something big dropping this week. @Toly drops a Percolator perp dex on GitHub and Solana eco projects join in on the mysterious tweets supporting a revealing.

- @devfun welcomes @mert as the first mentor for their Projects Incubator.

[CrediBULL Crypto @CredibleCrypto]

Read, and get on $TRAC.

[RubMeHarder (🧙‍♂️, 🧙‍♂️) @HarderRub]

@fomosaurus What are you looking at for rare earth and nuclear?

[fomozaurus 🦖 @fomosaurus]

I stand by this.

Some sectors are built for speculation right now like rare earths, uranium, nuclear.

The US is betting big on nuclear and onshoring REEs, while AI’s capex and power is about to go vertical.

The real inflection point is when AI’s economic benefit materializes and converges with nuclear deployment.

If you've been around since the DeFi summer days, you've probably realized by now the trading environment just isn't how it used to be.

Nevermind that so much of high NW retail might be blown out now, but societal normalization of hypergamblification has led to altcoins taking a step back as liquidity fragments and moves elsewhere.

Tick tock.

[fomozaurus 🦖 @fomosaurus]

There’s some very industrious people coming together to form community syndicates to provide liquidity to $PMX markets.

There’s other people looking to hire others to scout Polymarket for viable markets and support them in setting them up on PMX in exchange for a split of the market fees.

People are starting to realize how ludicrous and insane the incentive alignment is for PMX.

You’ll soon begin to see the network effects of this liquidity-volume feedback loop.

[fomozaurus 🦖 @fomosaurus]

I’ve started a position in $PMX, formerly $PCULE, sitting around a ~$30M market cap.

"It's like https://t.co/Cnw9j1C90P and Hyperliquid for prediction markets with a similar flywheel."

PMX is shaping up to be @MeteoraAG's flagship prediction-market platform, built directly on their DAMM v2 liquidity rails and includes a partnership with @mobyagent.

The premise is simple: markets launch through presales, mint YES/NO tokens, and those tokens trade freely across Solana’s DEXs so they're not siloed. The uniqueness comes from creators not just providing compelling questions for free, they actually earn a piece of the trading fees, which gives them skin in the game and a reason to push their markets. It’s a different bet than the closed, curated venues like Polymarket or Kalshi, but also highly experimental and can very well lead to some unfiltered, beautiful chaos unfolding.

Polymarket has already done close to $12B in annualized trading volume this year and is rumoured to be raising at a billion+ val. Kalshi, the regulated US exchange, locked in a $2B valuation in mid-2025. https://t.co/7vhZMps3gN recently raising a 6.9M pre-seed. Comparably, PMX at a $30M cap is a relative bargain, but that’s also the upside if adoption hits.

The moat here isn’t size yet, I think it’s the model: creator incentive alignment that aligns well with the ICM ethos and there's where the asymmetry lies, if it works.

In a segment with real PMF with insane CAGR + large incumbents, betting on a nimble early-stage protocol with tangible value-prop is a good bet to me.

Some other bits and bobs... TBD on DAMM v2 slippage on markets, UI is still nascent and a bit clunky.. Meteora + PMX at Token2049.

There's some cool stuff emerging too, feature proposals or underway include 3-way markets and possible plans to permit adding liquidity to existing markets to participate in fees.

[fomozaurus 🦖 @fomosaurus]

Am I the only one that thinks $KTA looks hella good here?

@schenkty and @KeetaNetwork team hints at mainnet on the horizon mid-Sept and a couple whales hammer the price perfectly down to POC + demand zone.

Press release leaks *accidentally*, leading to strong bounce at area of interest, now back in ideal range with vol finding fair value + 1D MACD back at baseline with momentum recharging.

I usually fade mainnet drops but not ruling out the possibility we've front-ran it lead by a few large determined sellers.

Alt liquidity’s been drained and funneled into a few kingmakers this past week. If this chart keeps looking constructive, we may have a solid rotation candidate or at least one to add to the list.

Still cautious though... BTC and crypto relatively strength weak v equities. A red weekly open + the alt liquidity blackhole could trigger a synchronous pullback, but we trade the opportunities given to us and stick to what looks constructive.

Been gone for a minute but back to regular programming soon, which of course means it's probably the top.

[RubMeHarder (🧙‍♂️, 🧙‍♂️) @HarderRub]

@oysterecosystem @getpuffyai Where is my phone that I paid for?

[Mayne @Tradermayne]

$4000 for 1 $ETH

Closed this trade for 7000% ROI.

$300–&gt;$21,000.

Someone who likes and RTs this gets half of the pnl.

[Oyster Republic 🦪📲🦞👓 @oysterecosystem]

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[fomozaurus 🦖 @fomosaurus]

It might be hard to hear, but your chats going radio silent is the sound of time-based capitulation and bottoms forming.

When everyone's faith wanes, even your own, it's time to pay attention again.

The hat stays on.