Our Crypto Talk

Crypto media, born on socials. Telling stories that shape crypto and covering projects that make a difference.

[Our Crypto Talk @ourcryptotalk]

We started small. A community space for crypto people

Looking for credible info, connection, and a voice.

Today, that idea has grown into Our Crypto Talk (OCT)

The first media house born on socials. 🧵👇

[Our Crypto Talk @ourcryptotalk]

@SolanaCasinos It’s anybody’s guess at the moment

[Our Crypto Talk @ourcryptotalk]

RWA Tokenization has been a narrative.

Today it becomes a trade.

Ondo Perps just launched and $ONDO holders have been waiting for this moment.

The question everyone is asking: is this the $HYPE moment for RWA or just another overhyped protocol that fades in 3 months?

What Ondo Perps and Hyperliquid have in common:

→ Both run fully on-chain perps

→ No custodian, no middleman involved

→ Trade 24/7 straight from your wallet

→ Funding rates keep prices anchored to spot

→ Both support commodity perps

→ Non-custodial, no forced KYC for eligible users

→ Same category, same rails, different asset class

Hyperliquid proved this model can win at scale. Ondo is now stress testing it on stocks.

Where they split, and this is where it gets serious:

→ Hyperliquid runs 300+ markets, Ondo runs equities

→ Hyperliquid goes up to 40x, Ondo caps at 20x

→ Hyperliquid collateral is USDC, simple and familiar

→ Ondo collateral is your tokenized stocks themselves

→ No stablecoin conversion needed on Ondo Perps

→ Your NVDA position becomes your trading margin

→ Hyperliquid is battle tested with deep proven liquidity

→ Ondo is the new specialist, built for one lane only

→ Hyperliquid L1 is purpose built for high throughput perps

→ Ondo Chain is optimized for tokenized assets and compliance

→ Hyperliquid serves the crypto native trader base

→ Ondo serves the global non-US equity trader base

→ Two different products solving two different problems

The verdict on Hyperliquid:

→ Undisputed crypto perp king, nobody touching that crown

→ 300+ markets with battle tested liquidity speaks for itself

→ $HYPE holders have nothing to worry about here

→ Ondo is not competition, it is a different game entirely

The verdict on Ondo Perps:

→ First perp platform built specifically for RWA trading

→ The collateral mechanic is genuinely new and underrated

→ Using tokenized stocks as margin changes capital efficiency entirely

→ RWA stopped being a holding narrative, now it is a trading one

→ 70% market share in tokenized equities is serious leverage

→ $1B TVL crossed in May, the foundation is already there

→ CFTC just approved regulated Bitcoin perps, timing could not be better

→ Most credible RWA product to launch this cycle

The part nobody is talking about:

→ Ondo and Hyperliquid actually interoperate via LayerZero

→ Ondo tokenized stocks already live on Hyperliquid as spot assets

→ Basis trades and funding arbitrage across both venues is possible

→ Not rivals, they are becoming infrastructure for each other

→ Two biggest perp narratives of this cycle just converged

RWA has spent two cycles promising.

Ondo Perps is the first time it is actually delivering something you can trade.

Big day for $ONDO

[Our Crypto Talk @ourcryptotalk]

@zentrabetcom Hype or $HYPE 😁

[Our Crypto Talk @ourcryptotalk]

@ChiragOnChain Eyeing a breakout above $1?

[Our Crypto Talk @ourcryptotalk]

Be the first 1000 in. Founding members only. 🏆

https://t.co/KCKGKMtpEf

[Our Crypto Talk @ourcryptotalk]

ALTS ARE RHYMING AGAIN 👀

After similar bottom in 2022

> $FET moved 2600%
> $KAS moved 1800%
> $SOL moved 900%
> $TRAC moved 700%
> $ICP moved 300%
> $NEAR moved 200%

- Alts made a head and shoulders
- Weekly RSI hits bottom
- Market started recovering

Next 2-3 months are there to DCA and get rich in 2027

Will there be an Altseason?

No, but there will be potential move where around $1 Trillion will be added in the Altcoin Market Cap.

This Total3 weekly chart loos very familiar.

What this means for your bags?

Total3, which tracks the altcoin market cap excluding Bitcoin and Ethereum, is showing a structure that looks close to the 2022 bear bottom.

Back then, altcoins spent months bleeding inside a wide bottoming range, while RSI slowly compressed into exhaustion before turning up.

That same setup is appearing again in 2026.

The market has been stuck in a painful downtrend since the last cycle high, but the important signal is not just price. It is the RSI.

Weekly RSI is sitting near the same low zone where the 2022 bear market started losing strength. In simple terms, sellers are still present, but momentum is not collapsing the way it did earlier.

Price is also respecting a similar descending support structure. In 2022, that trendline looked bearish until the market started building a base above it. Once RSI turned higher, the next uptrend slowly began.

Now Total3 is around the $670B-$680B area, and the chart is again showing early signs of stabilization.

This does not mean every altcoin will pump.

But if this 2022 fractal continues, the altcoin bear market may be much closer to its end than most people think.

[Our Crypto Talk @ourcryptotalk]

Altcoin Watchlist For This Week 👀

June 8 to June 14 :

> $NEAR
> $GEOD
> $ONDO
> $RAIN
> $PUMP
> $KAS
> $HOME
> $SEI

Market is recovering and the ones with positive catalysts could bounce hard.

Which one(s) are you watching?

[Our Crypto Talk @ourcryptotalk]

@fbsferock @Humanityprot https://t.co/b1gAVH3qzo

ZachXBT believes they were frontrun by a hacker fr

[ZachXBT @zachxbt]

Update: After further analysis of the laundering it seems the sketchy MM / OTC & private key compromise are independent of one another and not related.

Kind of funny if the team was pumping the token for weeks only to have gotten rekt shortly before the upcoming unlock later this month.

[Our Crypto Talk @ourcryptotalk]

$H | @Humanityprot has crashed ~87% after a live exploit drained $19M + and climbing past $31M, from wallets linked to the project.

Humanity had pumped more than 250% since just 28th May.

So, how did this unfold so far? 👇

→ On-chain analysts (SpecterAnalyst) began flagging mass drains across hundreds of wallets that had interacted with Humanity's app, staking contracts, bridge, or website. Losses opened north of $19M and quickly climbed past $31M as the attack continued in real time.

→ The attacker is aggressively swapping stolen $H for ETH and funneling funds into a handful of flagged addresses - including 0x456Cb73b35022E4B524e5510807776453d984AeF, with monitoring showing the theft wallets already holding thousands of ETH while liquidating the rest.

→ The chart tells the rest: $H fell from ~$0.73 to $0.051–$0.068, an ~89% wipeout in 24 hours. Hundreds of millions in market cap gone in minutes. Volume exploded to $464M as panic selling and forced liquidations took over.

→ Founder @terencekwok mentioned a security compromise in the security keys but nothing more has come out yet.

The irony is that "human-verified" projects aren't immune to the oldest attack in crypto - compromised keys + frontend interactions.

[Our Crypto Talk @ourcryptotalk]

@VanguardaSYMQ @Humanityprot https://t.co/b1gAVH3qzo

This is what Zach has reported @VanguardaSYMQ

[ZachXBT @zachxbt]

Update: After further analysis of the laundering it seems the sketchy MM / OTC & private key compromise are independent of one another and not related.

Kind of funny if the team was pumping the token for weeks only to have gotten rekt shortly before the upcoming unlock later this month.

[Our Crypto Talk @ourcryptotalk]

@bitetoearn @Humanityprot I'm happy his followers must've gotten it right then.

[Our Crypto Talk @ourcryptotalk]

@fbsferock @Humanityprot This looks bad. And on top of this there's rumours that it was an inside job.

Does not look good.

[Our Crypto Talk @ourcryptotalk]

@Kadiraayy @Chiliz @alex_dreyfus @FanTokens @por @arg @ParibuCom The markets have been bad and fan tokens haven’t done well historically too.

[Our Crypto Talk @ourcryptotalk]

In two days, the 2026 World Cup kicks off across the US, Mexico and Canada.

Before Qatar 2022, national-team fan tokens ripped ~380% into kickoff.

Sports Ecosystem tokens worth keeping your eyes on 👇

✦ Fan Tokens - The OG

Powered almost entirely by @Chiliz , fan tokens let supporters vote on club decisions, unlock perks, and feel like stakeholders instead of spectators.

The 2026 wrinkle: national-team tokens. Argentina and Portugal led the way(because of Messi & Ronaldo ?), with South Africa, Belgium and Scotland joining this year.

Among World Cup contenders, Argentina, Portugal, Spain and Brazil all have tokens already trading.

Expect volume to spike the moment the group stage begins.

✦ Onchain Fantasy - The Breakout

@sportfun is the story of the cycle.

Fans buy fractional shares in real players.
Shares move with real performance.
Erling Haaland scores, your bag pumps.

Already live across football and the NFL, with the NBA next. But we all know nothing's bigger than the FIFA World Cup.

✦ Programmable Fandom

✦ $SCOR is building the layer beneath all of it: a soulbound fan identity that travels with you across games, leagues and platforms.
2,000+ athletes, teams and leagues already opted in. Think of it as a passport for sports fandom.

✦ Move-to-Earn - Quietly Compounding

@SweatEconomy turned a 120M+ step-tracking app into one of crypto's biggest onboarding funnels - 10M+ users already holding on-chain wallets. The most boring corner of the sector, and the stickiest.

✦ Esports - The Sleeper
Team tokens for NAVI, NIP, Heretics. Smaller market, harder-core fans, surprisingly stable engagement.
The World Cup Lens

✦ Three things to watch:
→ @Chiliz Fan-token volume on group-stage match days
→ @sportfun share prices on breakout stars
→ Whether casual fans actually onboard - or whether crypto stays in the bleachers.

✦ Final Take

This could be a huge chance for sports crypto projects to blow up whilst the rest of the market is relatively red.

Whether they will be able to capitalize or not is a different question though, either ways the next 30 days will be some of the loudest this sector has seen.

[Our Crypto Talk @ourcryptotalk]

@IvyPlaysGG @Chiliz 1) What?

[Our Crypto Talk @ourcryptotalk]

@skkhatkar8 @Humanityprot You think its an inside job or what?

[Our Crypto Talk @ourcryptotalk]

@inairam321

[Our Crypto Talk @ourcryptotalk]

> $FTT pumped 62% today.
> The exchange doesn't exist.
> The pardon isn't happening.

So who's buying?

July 2025: fake pardon rumor → $FTT +43%.
June 2026: real DOJ filing → $FTT +62%

Someone is getting very good at this trade.

Save yourself before you lose money on this DEAD COIN again.

FTX founder Sam Bankman-Fried formally filed a presidential pardon application with the DOJ this morning.

Case number P33840.
Status: pending.

Here's what that filing didn't change:

FTX is still bankrupt.
The exchange is gone.

Trump said no in January.

The White House confirmed it again in February.

Prediction markets still have SBF at single-digit pardon odds.
$FTT has zero utility. There is nothing to unlock.

And yet, 62% in hours.

This isn't the first time.

July 2025, a false pardon rumor sent $FTT up 43%.

Today, an actual filing that changes nothing on the pardon front sent it up 62%.

The pattern is now documented.

A dead token moves 40-60% on SBF headlines, twice, with increasing magnitude.

CZ got pardoned.
Ross Ulbricht got pardoned.

The pardon narrative has real-world precedent now, which is exactly what keeps this trade alive.

You don't need the pardon to happen. You just need people to believe it might.

Someone is entering before the news breaks. Someone is exiting into the spike.

The filing itself is a footnote. The $62% move is the story.

SBF ran one of the most sophisticated financial operations in crypto history.

From prison, with no leverage and no lawyers on payroll, he filed a single DOJ document and printed a 62% pump on a token he no longer controls.

Whether that's coincidence or coordination is the only question worth asking.

👉 $FTT has no business, it has a narrative.

And in crypto, that's sometimes enough.

[Our Crypto Talk @ourcryptotalk]

@halcyondothl That’s why we are stuck!

[Our Crypto Talk @ourcryptotalk]

@aim_predict Agreed with you. Its funny how human psychology ( and then markets ) work tbh.

[Our Crypto Talk @ourcryptotalk]

@VanguardaSYMQ @Humanityprot I think we'll find out fairly soon.

[Our Crypto Talk @ourcryptotalk]

@oct_gems @Humanityprot We wouldn't call it that. yes.

[Our Crypto Talk @ourcryptotalk]

@ChiragOnChain @Humanityprot Another day, another hack.