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Crypto 🪡

[Axel Bitblaze 🪓 @Axel_bitblaze69]

Do you remember these “next gen” L2s ? 😭

Crazy how every single one of them was sitting at 500M+ TVL with 100K+ weekly active users at their peak

Now all 4 combined can’t even scrape past 100M TVL

entire ecos disappeared faster than memecoins 😭

And if you add up the funding across all 4… it’s well over $1B

so seriously…

where tf did all the money go?

[Axel Bitblaze 🪓 @Axel_bitblaze69]

Is it just me or does $HYPE look scarily similar to early $BNB ?

$BNB went from $50 → $650
$HYPE sitting at $58 rn

If this is the same phase…

oh boy

Hyper-rally incoming?

[Axel Bitblaze 🪓 @Axel_bitblaze69]

Is the top really in ?

I compared this cycle to 2017 and 2021 and the signals are…. interesting to say the least. 🧵👇

( must read )

[Axel Bitblaze 🪓 @Axel_bitblaze69]

All I see on the TL right now is 2 camps yelling past each other.

Camp 1:

thinks the bottom is in and this is just a normal 25 percent correction that usually shows up before the next leg.

Camp 2:

Thinks it’s over and is leaning on the Wyckoff distribution, plus that $BTC close below the weekly 50 EMA for the first time since March 2023.

Curious where you stand and how you’re positioning here. I’ll share my plan in a bit.

[Axel Bitblaze 🪓 @Axel_bitblaze69]

When did you first hear about @Lighter_xyz ?

For me it was sometime around Feb 2024, when they were planning to integrate on Zksync

I remember talking about it with a friend and planning to put out a small guide for community, but it was still in waitlist so it just sat there.

Fast forward and it never left the chats.
Ended up using it in the closed beta instead.

Not the first alpha that lived and died inside my drafts lol.

I watched 1000s of projects from that era fade even with all the hype and tech so seeing this one survive hits different.

Props to @vnovakovski and the team. They kept shipping through everything.

A well earned win.

[Axel Bitblaze 🪓 @Axel_bitblaze69]

Some more thoughts on @CantonNetwork

cz why not, it's doing things most privacy L1s and RWA projects only talk about

they've been building since 2016 with initial backing from tradfi itself led by Goldman Sachs.

brought real capital on-chain with :

- $6T+ in tokenized assets
- $405B in daily repo volume
- $540M private placement for DAT by Tharimmune

what's interesting is Broadridge ( $26B mcap fintech ) saw its daily tokenized repo volume jump from $100B to $300B in just 6 months.

those trades run on their DLR solution built on Canton

Canton's pulling $1.27M in daily fees rn and that matters a lot since $CC is full float with burn-and-mint mechanism

So more fees burned means more $CC minted to reward validators, builders, and users

whole setup creates a flywheel kind of PoW where actual usage drives rewards, which brings even more builders

pretty solid tbh..

[Axel Bitblaze 🪓 @Axel_bitblaze69]

After tracking the macro + on-chain shifts this week, I’m low key scared to say this…

but bullish momentum actually looks more likely from here

A thread on why i think we might see a reversal from here: 🧵👇

[Axel Bitblaze 🪓 @Axel_bitblaze69]

So @CantonNetwork launched their token $CC

Currently at a $4B FDV with full float

From what i know there was no point farming, no kaito leaderboard, yet i see real wins on TL

How?

It uses a burn-and-mint system where $CC fees get burned and new coins minted to reward contributors - validators, builders, and users

So many users mined $CC via ecosystem wallets pushing activity

Like top eco wallet Send mined 5M $CC in 30 days from the user volume they routed

This actually boosted the Network :

▸ 24hr fees: $1.15M ( top across chains ig ? )
▸ DAUs: 49K ( 15x growth in a month )
▸ Daily transactions: 740K

Also the top 1 chain by RWA with $407B tracked value (per RWAxyz)

So yeah, quite a good approach without milking people with hopes, mindshare, or pointless points.

[Axel Bitblaze 🪓 @Axel_bitblaze69]

Well this setup is actually quite crazy

@CantonNetwork is now top 1 chain by RWA Value , even ahead of Ethereum as per RWAxyz

it's basically a privacy-focused L1 built for institutional finance - connecting tokenized assets, collateral, and settlement systems.

the backing is wild.

Raised close to ~$397M across multiple rounds from Goldman Sachs, JP Morgan, Citi, Circle, and others

plus there was a $540M private placement led by Tharimmune (nasdaq listed) for Canton DAT

numbers are actually insane:

- powers $6T+ in tokenized assets across institutions
- handles $4T+ monthly repo volume
- 600+ validators securing the network

Also a pretty unique tokenomic model

Unlike most L1s that lock up 20–40% for teams and VCs, $CC has no presale, no premine, and no insider allocations.

It’s earned through participation, with a burn-and-mint system that ties supply directly to network activity.

the way i see it:

$ZEC is privacy for retail/users, $CC is privacy for institutions. lets banks move money privately but still stay compliant with all the regulatory bs

idk feels like one of those things that's flying under the radar rn but the infra play is obvious

worth watching imo

[Axel Bitblaze 🪓 @Axel_bitblaze69]

x402 alpha most people are sleeping on

While everyone’s glued to Base, there’s a legit x402 play brewing on @BNBCHAIN that deserves attention

I’m talking about @pieverse_io

the first x402-aligned project on BNB Chain

Pieverse built x402b, an enterprise-grade extension of the 0x402 standard.

With it, every stablecoin payment becomes:

→ Tax-ready
→ Timestamped
→ Verifiable on-chain

Not just a transfer, but a compliant financial record

With this level of proof, stablecoins could finally be used for payroll, invoices, and accounting across businesses, DAOs, and gov

Previously raised $7M from Animoca and others.

Since $PIEVERSE launch is near, imo you should keep tabs on this one, especially with support from @BNBCHAIN.

You know how crazy things go on BNB

[Axel Bitblaze 🪓 @Axel_bitblaze69]

The AI agent economy is still mostly untapped.. most agents rn are just assistants

the real leap is when agents become economic entities - with their own identity, revenue streams, and verifiable work

Projects like @wardenprotocol are ahead here

their full-stack Global Agent Network gives agents the infra to:

▸ have on-chain IDs
▸ earn revenue from user interactions
▸ have activity verified via Proof of Agent Work

Like their Base Farmer agent automates on-chain interactions farming you potential airdrops

Even built BetFlix - a swipe-based prediction market, kinda like Tinder but for token prices

They're doing $1.7M revenue, 9M agent transactions, 10M+ users in just 4 months

Worth positioning for this one imo - they got a Kaito collab and you can farm PUMP points using their platform

one of the few projects actually shipping agent economy infra

[Axel Bitblaze 🪓 @Axel_bitblaze69]

If you connect the dots, @GoKiteAI is your no-brainer play imo

Study the timeline for a sec:

▸ Coinbase creates x402
▸ Runs an on-chain x402 meta on Base
▸ Coinbase VC invests in Kite AI

For those who don't know,

Kite achieved native integration of x402 agent payment standard since its design inception - way back in July

On top of that it is the only Payment Infra where PayPal Ventures has invested in

So you've got a sweet confluence of the x402 architect and a payment giant backing a single crypto-native infra

That brings their total raise to $33M

What's my play here?

Max interacting with all the ongoing campaigns - content OAT, Layer3 quests.

imo Kite AI is easily positioned to be the market leader in Agentic Payment infra atp

[Axel Bitblaze 🪓 @Axel_bitblaze69]

Doing this right now

Pre-launch access from @bluffcom is live

Here’s the flow:

▸ You get $1000 daily testnet credits
▸ Play games with it
▸ After 24 hrs, your balance converts to Blink Points

Basically, Blink Points will be converted into airdrop rights for the $BLUFF token

Heard it’s built by the folks behind Stake, Bet365, and FanDuel

Since hype is around crypto-native casinos and games so worth positioning for this one, especially since it’s free

Signup link : https://t.co/NyVD1dXn5w

[Layer3 @layer3xyz]

Kite AI is now live on Layer3!

Discover @GoKiteAI the base layer for the agentic web and learn how it’s shaping the future of AI infrastructure.

Start here: https://t.co/j38MtdziXc

[Axel Bitblaze 🪓 @Axel_bitblaze69]

A great example of institutional $ETH in action

SharpLink is deploying $200M in ETH on Linea, powered by EigenCloud’s verifiable infrastructure

Same stack of ETH now:

▸ Generates yield (restaking)
▸ Secures AVSs and Verifiable AI systems (EigenCloud)
▸ Stays fully auditable (matters for public companies)

At the same time, this whole move just validated that @eigencloud’s verifiable infra is institutional-grade and production-ready

Actually a huge win for $EIGEN imo

[Axel Bitblaze 🪓 @Axel_bitblaze69]

So $VULT is launching..

Imo, you should really try to get a WL spot from the Kaito campaign.

The sale will be a Uniswap V3 pool, starting at a $3M FDV, so WL peeps basically get the first shot to buy at super low FDV.

On the utility side,

It has some nice product-related mechanics:

‣ Stake $VULT to share ecosystem revenue (in USDC)
‣ Hold it for trading fee discounts

Also on the alpha side,

idk why not many are focusing on the airdrop part here.

There's a Season 2 with only ~3,700 wallets participating, which is super underfarmed imo.

All you have to do is download the wallet, set it up, and add into vaults - that's it.

I've previously shared a video guide on @vultisig setup and swaps so check my profile.

Do your best and try both yap and on-chain imo.

[Axel Bitblaze 🪓 @Axel_bitblaze69]

The same signs that showed up before every past bull run are flashing again.. 👀

If history repeats even a little, Q4 could still turn out way more bullish than you think. A thread: 🧵👇

[Axel Bitblaze 🪓 @Axel_bitblaze69]

Kinda good tech ngl.

You can now deploy AI workflows across major dapps like Hyperliquid, Polymarket, Aave, BNB Chain and more.

Basically lets you automate on-chain actions and tie together DeFi + AI in one flow.

Their Season 2 is live now with 50M $PLAI in rewards.

You earn crates for using workflows and can refer friends to stack more.

Worth farming imo and btw @playAInetwork raised 6.3M from Jump and others

[Axel Bitblaze 🪓 @Axel_bitblaze69]

crazy how far we've come with wallets

every year there's a new vulnerability, either in the wallet itself or the DApps you connect to

last week i talked about @vultisig's MPC and split-share method being solid for security to eliminate single points of failure

now they're getting plugins which are mini-apps that run safely inside your wallet with set limits

you can automate DCA, swaps, payrolls without leaving your wallet, no connecting to random sites, no risky signatures

basically more DeFi functionality without the risk

that's the real shift imo as wallets go from just storage to something you actually use safely

ohh btw $VULT is launching on 28th Oct , worth trying to get that WL imo

[Axel Bitblaze 🪓 @Axel_bitblaze69]

Is $PROVE the only privacy infra exposure to Koreans?

Since 2019, Upbit delisted major privacy coins like XMR, ZEC, and DASH for compliance.

Not an official ban, but in practice it cut off on-exchange access to privacy assets in Korea.

Except one stayed: $PROVE.

Because it’s not a private currency.

It’s ZK infra, the tech that powers scaling, verification, and privacy for real-world use cases.

▸ Privacy coins: hide transaction details
▸ ZK infra: proves validity without leaking data

That difference makes $PROVE compliant, accessible, and basically the only privacy-related play for Korean investors right now.

@SuccinctLabs is already running the lane, used by 35+ crypto projects and securing $4B+ on-chain.

It’s also getting integrated into new verticals like perps (Lighter) and compute (Cysic).

PA is wild too, one of the few tokens to eat the Oct 10 dump and fully recovered