@arc, the Economic OS for the internet. Now live in public testnet:
1. Faucet: https://t.co/M3CIfzNq6i
2. Bridge: https://t.co/3zIZl8GSO4
3. Swaps: https://t.co/2wbe8GAzhE
4. Register a domain: https://t.co/Wpry1TsJPd
5. Create NFTs: https://t.co/7hjNbtUQNU
6. Deploy contracts: https://t.co/019s5iYJRt
7. Mint NFTs:
- https://t.co/1RtVJn3Em4
- https://t.co/4Hkhl9mwuY
- https://t.co/Y878hp5iMB
- https://t.co/R537TwacQc
#airdop #arc #farmers
(1/9) Keeta and ASK Group @askgroupae, a UAE-based investment group led by His Highness Sheikh Ahmed bin Sultan bin Khalifa bin Zayed Al Nahyan @asknahyan, have created a joint venture aiming to tokenize tens of billions of dollars of commodities and modernize cross-border payments in the Gulf Cooperation Council (GCC) region and beyond, contributing to the UAE's vision and commitment to growth as a global leader in digital finance and real-world asset infrastructure.
Instead of being bearish at the bottom, I want to map out the catalysts that could be the main plays for the crypto market in Q3 2026.
Capital is now only deploying into where there's real use cases, real users, and real revenue, so I use that to build my thesis.
The biggest catalysts, I think, are not out of meta yet.
1/ AI x Crypto is still the main trade.
TradFi is already throwing insane money at AI infra and crypto only needs to catch a tiny spillover.
If compute keeps being tight, data keeps being scarce, and inference demand keeps ripping, crypto gonna get a job.
Even 0.1-0.5% of that infra spend leaking into decentralized compute, data, private inference, and agent payments is already hundreds of millions to low single-digit billions in annual demand.
– $TAO: AI markets proxy with subnets acting as incentive markets for specialized AI work.
– $NEAR: pushing agent marketplace, private inference, private USDC payments, and the whole currency of agents narrative at the exact time AI agents need wallets, execution, and settlement.
– $VIRTUAL: has the retail mindshare and architecture for tokenized agents, but this one needs fee capture to come back strong. Narrative won’t be enough this time.
– $VVV: privacy inference will scale in demand as agents scale in number.
– $WLD: Sam Altman meme for the OpenAI IPO this Q3.
Another low cap worth watching: $PRL, $NOCK, $SERV, $BNKR.
2/ Perps
CFTC approved perps in the US, which will push demand and revenue for perp venues even higher.
The market already grew far beyond the original use case with pre-IPO markets and RWAs on the board.
Hyperliquid. $HYPE.
3/ The trade is changing for privacy
The Zcash vulnerability didn’t kill privacy demand. It just reminded everyone that privacy systems are complex and privacy coins aren't a safe haven.
Confidential compute, encrypted inference, Kohaku, shielded DeFi, FHE, TEEs, selective disclosure, and privacy pools will be the next play imo.
Good time to study $NEAR, $RAILS, $AZTEC, $UMBRA instead of only $ZEC imo.
Okay, so now here's some new catalysts that's quietly growing.
4/ Crypto neobank
– Visa’s stablecoin settlement pilot reached a $7B annualized run rate and supports 9 blockchains.
– Stripe expanded stablecoin payments into 32 more markets.
– Bridge got conditional approval to build a national trust bank.
→ Payment infra is slowly moving into the banking stack. So stablecoins don’t need everyone buying coffee onchain to work.
Treasury settlement, B2B payouts, card settlement, remittance, FX, agent payments, all of that can grow without retail even noticing.
@Plasma, @ether_fi, @AviciMoney, @useTria, whatever wins here, the bigger point is crypto is getting closer to being a bank account, payment rail, and yield account at the same time.
5/ Robotics
– OpenAI restarted serious robotics hiring.
– Apptronik raised $520M with Google and Mercedes-Benz backing.
– Figure’s BMW deployment supported production of 30k vehicles.
– Nvidia keeps pushing Isaac GR00T and the physical AI stack.
Physical AI is the next obvious place where capital wants to go.
Crypto can capture identity, payment rails, coordination, mapping, telemetry, ownership, data marketplaces, and machine-to-machine settlement.
Names like $PEAQ, $ROBO, $DEUS, $CODEC, $AUKI, $GEOD can start making sense.
6/ Collectible-Fi
– $CARD did $93.2M annualized revenue and $1B cumulative volume
– @Loopscale is built for specialized collateral around @Collector_Crypt cards.
– @MeteoraAG and @BedrockFndn turned sealed Pokémon packs into a dynamic asset.
Pokémon's 30th anniversary TCG releases in September can become a real consumer catalyst if card liquidity keeps moving onchain.
Whether you're opening shorts, why not share your next bet instead of throwing FUD on everything?
🚨 Smart money has been actively trading $DEUS but the last few hours showed exactly how fast flows can flip in this market 👀
They didn’t run from the volatility — they full-on BTFD’d the rebound.
And on a relatively weak day for Base flows overall, $DEUS still finished as the top AI sector token backed by smart traders in the last 24H.
📊 $DEUS 24H onchain via @nansen_ai
• +34.3% (24H) → explosive rebound from $0.050 → $0.068
• Top PnL wallets: +$47.9K inflow (2.7× avg) → strongest conviction signal
• Smart traders: +$19.7K inflow → accumulation accelerating
• Public figures: +$27K inflow → sentiment turning bullish again
• Exchange outflows: -$382K → supply rapidly leaving CEXs
• ~$1M volume in the final 2H alone → breakout backed by real demand
🧠 What stands out
• Smart money rotated back in aggressively during uncertain tape
• Top PnL wallets buying at 2.7× normal intensity
• Exchange outflows reinforcing the accumulation setup
• Public figures reversing earlier distribution
• Momentum + flows aligned almost perfectly into the rebound
📌 TLDR
$DEUS remains a high-beta, high-volatility play… but this rebound clearly wasn’t random.
• smart traders bought the dip aggressively
• profitable wallets accumulated hard
• breakout backed by flows + volume
Biggest takeaway: smart money didn’t abandon ship — they’re actively trading volatility and attacking dips 👀
That’s just the nature of this market rn. Violent selloffs. Violent reversals. Stay safe out there.
$0.063–$0.068 looking like key zone to monitor for entries if momentum continues holding.
Markets choppy, 👀 still onchain — follow @Chyan for daily insights. 📶
Use discount code CHYAN via the link in my profile to access the best onchain alpha + flow dashboards on @nansen_ai.
@khongdongx53939 Anh/ chị/ em nào có chút dư dả, xin cùng anh Duy giúp đỡ những hoàn cảnh không may mắn này, của ít lòng nhiều. Anh Duy là người mình biết, là người thật việc thật, chuyên làm từ thiện. Cám ơn Anh/ chị/ em rất nhiều !