heat

@DabalFNF | X: @heat (NO TELEGRAM CHANNEL, NO ALT ACCOUNTS, NO INSTAGRAM, BEWARE ACTIVE IMPERSONATORS).

[heat @heat]

Conviction. Research. One play.

That's all you need to get here.

#1 on FOMO Weekly Leaderboard.

@fomo

[heat @heat]

@DonnyDicey @wangchaionbnb SEND IT

[Donny @DonnyDicey]

If it's a green week.

[heat @heat]

i genuinely think people are sleeping on what’s happening with solana:HuAXPyDWDaMYFKuwQHpqL1oPnj93zdzWmtvFGzCeCUa7 underneath all this market bloodbath.

btc losing $80k, eth and altcoins getting absolutely hammered, hundreds of millions in liquidations and everyone panicking over red candles.

meanwhile, nullmask is casually putting up these numbers:

oct 23:
$5.8m volume / $29k fees

oct 24:
$6m volume / $29.9k fees

oct 25:
$6m volume / $30.2k fees

that’s $17.8M in protocol volume and $89.1K in fees generated in just 72 hours.

cumulative numbers now sitting at:

$86.5M total volume.
$433.6K total platform fees.

and the craziest part? we’re consistently doing ~$6M DAILY volume, basically sitting just below the $6.3M daily ATH, while the entire crypto market is getting nuked.

let that sink in for a second.

most projects struggle to generate any meaningful revenue even during bullish market conditions.

meanwhile nullmask is processing millions in daily volume and generating nearly $30K in fees EVERY SINGLE DAY during one of the ugliest market conditions we’ve seen lately.

and these aren’t speculative trading volumes on the $MASK token itself. this is actual protocol activity. people depositing, withdrawing and using the privacy infrastructure.

that’s a huge distinction imo.

solana integration literally just went live, 5 chains supported already and the protocol is still in its early stages of distribution.

what happens when the market actually recovers and more users start discovering the product?

obviously nobody knows, but if we’re already seeing this level of activity during a bloodbath, i genuinely think the potential is being massively underestimated.

price action can be brutal in the short term. actual product usage tells a completely different story.

i’m not interested in pretending every red candle is bullish. i’m interested in finding projects that keep growing while everything else is bleeding.

and so far, nullmask keeps giving me reasons to remain convicted.

p.s. tomorrow’s buyback will be insane (should be around $150K).

same thesis. $MASK.

[heat @heat]

@EtchydotFun 👀👀

[Etchy @EtchydotFun]

0.25 BTC (~$20k) is still up for grabs

First dev to take a Rune on Etchy to $1M market cap and hold it 48 hours wins it!

https://t.co/mBPSeQt8ov

[heat @heat]

@_saulento Tomorrow, they’re waiting for BTC to stabilize or rise a bit so they can take advantage of that rise to buy and burn.

As I understand it, it will be a large buyback, worth $130K.

[heat @heat]

solana:HuAXPyDWDaMYFKuwQHpqL1oPnj93zdzWmtvFGzCeCUa7 🤷🏻‍♂️🎭

[heat @heat]

OG 👀 https://t.co/Gj5XI0aWPe

[Frank @frankdegods]

BTC DeGods. lock the fuck in.

runes season is upon us.

[heat @heat]

Practically pumped 3x since my call (and that’s good, I understand the price action as well). But tbh, I still think it’s hella underpriced.

BTC is trying to recover, and I think it probably will this week. Once that happens, ETCHY could easily pull another 2-3x and push towards $3M MC.

Ofc, it also depends on whether we can get a proper runner by then and avoid getting stuck at these levels.

The tek is genuinely solid. Tested it myself, and the whole concept just makes sense.

It’s runes szn again. Those who were around during the OG runes days know exactly how much potential this has.

Still comfy holding.

solana:GM8EysYT8NRSsoULdeYShbRsUdhoUoiB9EN4eW3YETCH

[heat @heat]

aped solana:GM8EysYT8NRSsoULdeYShbRsUdhoUoiB9EN4eW3YETCH again. really undervalued + oversold here imo, even though they still need a breakout runner.

the original idea was simple:

bitcoin runes had the narrative, but never the trading experience.

~10 min blocks, slow execution, fragmented liquidity and shit UX compared to solana.

etchy is trying to fix that.

bitcoin-native assets. solana-speed execution.

launch a coin and an actual rune gets etched on bitcoin while trading opens almost instantly on solana through a BTC-denominated bonding curve.

bridge mode backs every solana token 1:1 with real bitcoin runes, redeemable across both chains.

zero mode takes it further: runes sit in a bitcoin vault and trade through etchy without the wrapped-token model.

~1 second trading. real bitcoin assets. 1:1 redemption.

but here’s where things get more interesting.

lightning is now live.

deposit and withdraw BTC in seconds instead of waiting for bitcoin blocks.

add BTC → trade runes → cash out.

simple. another massive friction point gone.

tokenomics just got significantly more aggressive too.

50% of platform fees are now intended for $ETCHY buybacks + burns, up from 25%.

the flywheel is pretty straightforward:

more launches → more volume → more fees → more buybacks → more burns.

and there’s another mechanism people are sleeping on.

creators can distribute trading fees directly to holders across BOTH chains.

solana holders receive WBTC.

bitcoin rune holders receive BTC.

automatically. nothing to claim.

one ecosystem, two chains, both sides rewarded.

and now they’re putting 0.25 BTC on the table for builders.

first dev to launch a custom-name rune, push it to $1M MC and hold it there for 48h wins the bounty.

bridge or zero mode.

smart move imo because it directly targets what etchy still needs:

a breakout launch.

and that’s the biggest risk here.

infrastructure means nothing without actual demand.

etchy already has:

bitcoin-native runes + 1:1 bridging
solana-speed execution
lightning deposits/withdrawals
bridge + zero mode
custom trading pairs
BTC/WBTC holder rewards
50% fee allocation to buybacks + burns
100+ runes listed on the platform

yet $ETCHY is still sitting in microcap territory.

meanwhile, we’ve seen generic launchpads reach tens or hundreds of millions just by catching distribution at the right time.

etchy isn’t another “https://t.co/0t3KSZViNi with different colors.”

it’s trying to solve the structural reason bitcoin runes never became as tradeable as solana memes.

and custom pairs could eventually take this beyond memecoins, allowing runes to trade against other tokenized assets while remaining redeemable on bitcoin.

obviously, none of this guarantees adoption.

what i’m watching now is whether launches actually graduate, meaningful liquidity develops and volume persists beyond the initial hype.

but that’s exactly why i enjoy researching this shit before everyone starts paying attention.

the infrastructure is there.

the tokenomics are getting stronger.

the UX keeps improving.

and they’re literally incentivizing builders to create the first $1M winner.

bitcoin runes never had a proper trenches experience.

etchy is trying to give them one.

still tiny. still experimental. still needs adoption.

but if rune season ever gets a second life, infrastructure like this is where i’d want exposure before the crowd realizes what changed.

imo the risk/reward down here is fucking interesting.

$ETCHY 🟠

[旺柴社区 @wangchaichn]

做好积累，社区一直在前进

[heat @heat]

@EtchydotFun 👀👀

[heat @heat]

@tikoxbt @NullMaskio SEND IT

[heat @heat]

aped solana:GM8EysYT8NRSsoULdeYShbRsUdhoUoiB9EN4eW3YETCH again. really undervalued + oversold here imo, even though they still need a breakout runner.

the original idea was simple:

bitcoin runes had the narrative, but never the trading experience.

~10 min blocks, slow execution, fragmented liquidity and shit UX compared to solana.

etchy is trying to fix that.

bitcoin-native assets. solana-speed execution.

launch a coin and an actual rune gets etched on bitcoin while trading opens almost instantly on solana through a BTC-denominated bonding curve.

bridge mode backs every solana token 1:1 with real bitcoin runes, redeemable across both chains.

zero mode takes it further: runes sit in a bitcoin vault and trade through etchy without the wrapped-token model.

~1 second trading. real bitcoin assets. 1:1 redemption.

but here’s where things get more interesting.

lightning is now live.

deposit and withdraw BTC in seconds instead of waiting for bitcoin blocks.

add BTC → trade runes → cash out.

simple. another massive friction point gone.

tokenomics just got significantly more aggressive too.

50% of platform fees are now intended for $ETCHY buybacks + burns, up from 25%.

the flywheel is pretty straightforward:

more launches → more volume → more fees → more buybacks → more burns.

and there’s another mechanism people are sleeping on.

creators can distribute trading fees directly to holders across BOTH chains.

solana holders receive WBTC.

bitcoin rune holders receive BTC.

automatically. nothing to claim.

one ecosystem, two chains, both sides rewarded.

and now they’re putting 0.25 BTC on the table for builders.

first dev to launch a custom-name rune, push it to $1M MC and hold it there for 48h wins the bounty.

bridge or zero mode.

smart move imo because it directly targets what etchy still needs:

a breakout launch.

and that’s the biggest risk here.

infrastructure means nothing without actual demand.

etchy already has:

bitcoin-native runes + 1:1 bridging
solana-speed execution
lightning deposits/withdrawals
bridge + zero mode
custom trading pairs
BTC/WBTC holder rewards
50% fee allocation to buybacks + burns
100+ runes listed on the platform

yet $ETCHY is still sitting in microcap territory.

meanwhile, we’ve seen generic launchpads reach tens or hundreds of millions just by catching distribution at the right time.

etchy isn’t another “https://t.co/0t3KSZViNi with different colors.”

it’s trying to solve the structural reason bitcoin runes never became as tradeable as solana memes.

and custom pairs could eventually take this beyond memecoins, allowing runes to trade against other tokenized assets while remaining redeemable on bitcoin.

obviously, none of this guarantees adoption.

what i’m watching now is whether launches actually graduate, meaningful liquidity develops and volume persists beyond the initial hype.

but that’s exactly why i enjoy researching this shit before everyone starts paying attention.

the infrastructure is there.

the tokenomics are getting stronger.

the UX keeps improving.

and they’re literally incentivizing builders to create the first $1M winner.

bitcoin runes never had a proper trenches experience.

etchy is trying to give them one.

still tiny. still experimental. still needs adoption.

but if rune season ever gets a second life, infrastructure like this is where i’d want exposure before the crowd realizes what changed.

imo the risk/reward down here is fucking interesting.

$ETCHY 🟠

[heat @heat]

absolutely a fking gem. insane r/r.

DD TL;DR:

1. they’re basically bringing bitcoin runes to solana, so you can trade actual bitcoin-native assets at solana speed instead of waiting ~10 mins for BTC blocks.

2. they have bridge + zero mode. you can trade runes across both chains with 1:1 backing or directly through bitcoin vaults without wrapping.

3. lightning is already live, meaning you can deposit and withdraw BTC in seconds. pretty huge for UX imo.

4. 50% of platform fees go toward $ETCHY buybacks + burns. creators can also distribute trading fees directly to holders in BTC/WBTC.

5. here’s the interesting part: they’re literally offering 0.25 BTC to the first dev who launches a custom-name rune on etchy, takes it above $1M MC and holds it there for 48h.

100+ runes already listed and still sitting at microcap levels.

obviously they still need a proper runner to bring volume and attention, but that’s exactly what they’re trying to incentivize.

imo pretty interesting risk/reward if they manage to attract real adoption.

[heat @heat]

absolutely a fking gem. insane r/r.

DD TL;DR:

1. they’re basically bringing bitcoin runes to solana, so you can trade actual bitcoin-native assets at solana speed instead of waiting ~10 mins for BTC blocks.

2. they have bridge + zero mode. you can trade runes across both chains with 1:1 backing or directly through bitcoin vaults without wrapping.

3. lightning is already live, meaning you can deposit and withdraw BTC in seconds. pretty huge for UX imo.

4. 50% of platform fees go toward $ETCHY buybacks + burns. creators can also distribute trading fees directly to holders in BTC/WBTC.

5. here’s the interesting part: they’re literally offering 0.25 BTC to the first dev who launches a custom-name rune on etchy, takes it above $1M MC and holds it there for 48h.

100+ runes already listed and still sitting at microcap levels.

obviously they still need a proper runner to bring volume and attention, but that’s exactly what they’re trying to incentivize.

imo pretty interesting risk/reward if they manage to attract real adoption.

[heat @heat]

aped solana:GM8EysYT8NRSsoULdeYShbRsUdhoUoiB9EN4eW3YETCH again. really undervalued + oversold here imo, even though they still need a breakout runner.

the original idea was simple:

bitcoin runes had the narrative, but never the trading experience.

~10 min blocks, slow execution, fragmented liquidity and shit UX compared to solana.

etchy is trying to fix that.

bitcoin-native assets. solana-speed execution.

launch a coin and an actual rune gets etched on bitcoin while trading opens almost instantly on solana through a BTC-denominated bonding curve.

bridge mode backs every solana token 1:1 with real bitcoin runes, redeemable across both chains.

zero mode takes it further: runes sit in a bitcoin vault and trade through etchy without the wrapped-token model.

~1 second trading. real bitcoin assets. 1:1 redemption.

but here’s where things get more interesting.

lightning is now live.

deposit and withdraw BTC in seconds instead of waiting for bitcoin blocks.

add BTC → trade runes → cash out.

simple. another massive friction point gone.

tokenomics just got significantly more aggressive too.

50% of platform fees are now intended for $ETCHY buybacks + burns, up from 25%.

the flywheel is pretty straightforward:

more launches → more volume → more fees → more buybacks → more burns.

and there’s another mechanism people are sleeping on.

creators can distribute trading fees directly to holders across BOTH chains.

solana holders receive WBTC.

bitcoin rune holders receive BTC.

automatically. nothing to claim.

one ecosystem, two chains, both sides rewarded.

and now they’re putting 0.25 BTC on the table for builders.

first dev to launch a custom-name rune, push it to $1M MC and hold it there for 48h wins the bounty.

bridge or zero mode.

smart move imo because it directly targets what etchy still needs:

a breakout launch.

and that’s the biggest risk here.

infrastructure means nothing without actual demand.

etchy already has:

bitcoin-native runes + 1:1 bridging
solana-speed execution
lightning deposits/withdrawals
bridge + zero mode
custom trading pairs
BTC/WBTC holder rewards
50% fee allocation to buybacks + burns
100+ runes listed on the platform

yet $ETCHY is still sitting in microcap territory.

meanwhile, we’ve seen generic launchpads reach tens or hundreds of millions just by catching distribution at the right time.

etchy isn’t another “https://t.co/0t3KSZViNi with different colors.”

it’s trying to solve the structural reason bitcoin runes never became as tradeable as solana memes.

and custom pairs could eventually take this beyond memecoins, allowing runes to trade against other tokenized assets while remaining redeemable on bitcoin.

obviously, none of this guarantees adoption.

what i’m watching now is whether launches actually graduate, meaningful liquidity develops and volume persists beyond the initial hype.

but that’s exactly why i enjoy researching this shit before everyone starts paying attention.

the infrastructure is there.

the tokenomics are getting stronger.

the UX keeps improving.

and they’re literally incentivizing builders to create the first $1M winner.

bitcoin runes never had a proper trenches experience.

etchy is trying to give them one.

still tiny. still experimental. still needs adoption.

but if rune season ever gets a second life, infrastructure like this is where i’d want exposure before the crowd realizes what changed.

imo the risk/reward down here is fucking interesting.

$ETCHY 🟠

[heat @heat]

i genuinely think people are sleeping on what solana:GM8EysYT8NRSsoULdeYShbRsUdhoUoiB9EN4eW3YETCH is building.

spent some time digging into the docs, and this is way more interesting than your average launchpad.

think about it.

bitcoin runes were supposed to bring an entire memecoin ecosystem to BTC, but there was always one massive problem.

bitcoin wasn’t built for degen trading.

~10 minute blocks, expensive transactions during congestion, slow execution and a pretty awful experience compared to solana.

now imagine combining the best of both worlds.

bitcoin runes + solana speed.

that’s exactly what etchy is building.

you launch a token, it starts trading on solana almost immediately through a BTC-denominated bonding curve, and an actual rune gets etched on bitcoin.

once the bridge is live, those tokens can move 1:1 between solana and bitcoin.

real bitcoin-native assets with a trading experience that actually makes sense for the trenches.

and here’s where things get even more interesting.

etchy supports custom trading pairs, opening the door to runes being paired with tokenized stocks and other assets while remaining redeemable as real runes on bitcoin.

think about the possibilities here.

we’ve watched launchpads on random chains reach nine-figure valuations without introducing anything particularly innovative.

meanwhile, etchy is tackling one of the biggest UX problems that held back the entire runes narrative.

and there’s actual tokenomics behind $ETCHY too, with platform fees intended to fund buybacks and burns.

this is the kind of infrastructure that could give rune season a genuine second chance.

obviously, adoption and liquidity still need to follow. nobody is handing out a successful ecosystem for free.

but projects like this are exactly what i love researching during low-liquidity market conditions.

real problems. real infrastructure. genuine differentiation.

prodigy’s vision makes a lot of sense to me so far.

you’re not just betting on another launchpad. you’re betting on bitcoin-native memecoins finally getting the trading experience they were missing.

bitcoin assets. solana execution.

the potential here is way bigger than people realize imo. etchy at this mc is a must to play lol.

$ETCHY 🟠

[heat @heat]

@tikoxbt millions.

[heat @heat]

@trepokt millions.

[Etchy @EtchydotFun]

not to interrupt but

[Aurelius @Aurelius0121]

Position yourself before the narrative becomes consensus.

solana:HuAXPyDWDaMYFKuwQHpqL1oPnj93zdzWmtvFGzCeCUa7 stays on.

Smart whales are accumulating for real!

$ZEC -> $MASK