โDear Diary, Oct. 10, 2025๐
We survived what the sea tried to take. Now the horizon is beginning to tell a different story.๐ค๏ธโณโ
Since 2019. Come aboard๐ดโโ ๏ธ
๐จ WALL STREET WHALES ARE ALREADY MOVING INTO AVALANCHE. ๐๐บ
Some of the biggest names in global finance are already bringing real financial assets onto avalanche-2:native infrastructure.
And the numbers are getting SERIOUS. ๐๐
โโโโโโโโโโโโ
๐ฆ BLACKROCK โ BUIDL, with over $900M on Avalanche
๐ฐ APOLLO โ Tokenized private credit through Securitize
๐๏ธ PROGMAT โ Migrated over ยฅ439 BILLION in tokenized securities to an Avalanche L1
๐ฅ $1.79 BILLION in RWA value on Avalanche
Weโre talking about institutional funds, private credit and real financial infrastructure.
WALL STREET ISNโT JUST WATCHING CRYPTO ANYMORE.
ITโS BUILDING ON AVALANCHE. ๐๐บ
The real question: When does the market start pricing in that adoption? ๐๐ดโโ ๏ธ
๐จ $JUP AND ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 ARE BUILDING THE NEXT GENERATION OF WALL STREET๐ช๐ฆ๐ค
This partnership deserves WAY more attention.
Ondo is bringing traditional financial assets on-chain.
Jupiter is building the infrastructure to make them accessible and tradable.
And this is already happening. ๐๐
โโโโโโโโโโโโ
๐ฆ ONDO
๐ฅ 450+ tokenized stocks & ETFs
๐ Available across multiple blockchains
๐ฐ Access to traditional market liquidity
๐ช JUPITER
โก Trading and liquidity infrastructure on Solana
๐ Official member of the Ondo Stocks Alliance
๐ Simplified access to tokenized assets for wallets and developers
ONDO BRINGS WALL STREET ON-CHAIN.
JUPITER HELPS BRING IT TO THE MASSES.
Are we watching the early stages of a new financial system? ๐๐ดโโ ๏ธ
$JUP $ONDO
Jupiter wants to become the first tab you open every day.
Not just when you want to trade
The idea is to make your full Solana portfolio a core part of the homepage so you can see what you own, track performance across protocols, and catch things you may have forgotten about.
People have already found surprise airdrops, old tokens and hidden balances through Jupiter Portfolio.
Now the goal is to bring that experience front and center.
Weekly portfolio emails are coming too, so you can keep up even when youโre not checking Jupiter.
Itโs still early, and feedback matters a lot here.
Leave your feedback here itโll only take 1โ2 minutes ๐
https://t.co/NYlSNDlOaK
ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85 AT $7 IS NOT CRAZY AT ALL!!๐
At todayโs price, that would mean roughly a $15B market cap.
In a real bull run, thatโs nothing.
DOGE hit $100B in 2021 and that was a meme.
Fetch/ASI is actually building in one of the hottest sectors in crypto: AI
Or should we say SI @Fetch_ai ?๐
๐จ POLYGONโS FOUNDER JUST SENT A WARNING TO THE ENTIRE CRYPTO MARKET. ๐๐ฅ
100 MILLION ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 already burned.
Another 22 MILLION lined up.
And Sandeep Nailwal says the full impact of Polygon OMS on $POL is STILL to be revealed.
READ THAT AGAIN. ๐๐
๐ฅ 100M POL burned
โณ 22M POL awaiting the next burn stage
โก 2 consecutive weeks above $1B annualized OMS volume
And his message?
โPolygon plays for the win.โ ๐ดโโ ๏ธ๐
Polygon protocol burnt 100M POL(~1% of supply) 2 weeks back powered by fees generated on the network
Already 22M POL more(~0.20% of supply) is lined for next stage of burn
Plus we havenโt disclosed to the fullest extent how Polygon OMS impacts $POL (soon)
Last week was 2nd consecutive week where OMS processed more 1b Volume annualised
Hate it or love it, Polygon is not here to survive and coast along, we couldve simply rested on laurels, Polygon plays for the win. Let us cook a bit more, I know its been almost 3 years since April 2023 of crawling, losing, made fun of, called names, waiting and working my ass off for my day of reckoning๐ค
๐จ WHAT HAPPENS WITH vethor-token:native IF $VET ONLY REACHES $0.20 IN THE NEXT BULL RUN? ๐๐ฅ
Not $1.
Not even its 2021 ATH.
Just $0.20.
Sounds like a pretty modest target, right?
But what could that mean for its overlooked little brother, $VTHO?
THE MATH IS WILD. ๐
โโโโโโโโโโโโ
๐ VETโs 2021 ATH: $0.2782
๐ Our hypothetical VET target: $0.20
Now look at $VTHO.
๐ฅ 2021 peak: ~$0.0278
๐ฐ Today: ~$0.00069
What if VTHO reaches just $0.02 in that scenario?
๐งฎ $0.02 รท $0.00069
๐ NEARLY 29X FOR $VTHO!
And the tokenomics have changed:
๐ฅ Transaction base fees are burned
๐ VTHO issuance has been reduced
โก More network activity can mean more burns
VET wouldnโt even need to reclaim its old ATH.
COULD $VTHO BE THE SLEEPING GIANT OF THE NEXT BULL RUN? ๐ดโโ ๏ธ
๐จ WHAT IF aerodrome-finance:native REACHES $UNIโS 2021 BULL RUN VALUATION? ๐
This comparison is NOT crazy๐คฏ HERE IS WHY๐
In fact, AERO already has something UNI didnโt have in 2021: a powerful mechanism that rewards token holders with protocol revenue.
And the numbers are getting interestingโฆ
โโโโโโโโโโโโ
โ๏ธ WHY $AERO vs $UNI?
Both are major decentralized exchanges.
But AERO has a different economic engine:
๐ฐ Trading generates real fees
๐ Lock AERO โ Receive veAERO
โป๏ธ veAERO voters earn protocol rewards
๐ฅ ~51% of AERO supply was locked as of April 2026
And Aerodrome has already processed over $185 BILLION in cumulative trading volume.
โโโโโโโโโโโโ
๐งฎ LETโS DO THE MATH:
๐ UNIโs May 2021 valuation: $20.17B
โ Assumed AERO supply: 1.88B
๐ $10.73 PER AERO
Thatโs what matching UNIโs old valuation would imply under this supply assumption.
And if AEROโs revenue-sharing flywheel keeps growingโฆ
COULD AERO BECOME THE NEXT DEFI GIANT? ๐๐ดโโ ๏ธ
๐จ WHAT IF solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN REACHES $UNIโS 2021 BULL RUN VALUATION? ๐ช๐
Uniswap was already worth over $20 BILLION in May 2021.
Today, Jupiter is a major trading platform on Solana.
So what would ONE $JUP be worth at the same valuation?
The answer is bigger than you think. ๐๐
โโโโโโโโโโโโ
๐งฎ LETโS DO THE MATH
๐ UNI market cap, May 12, 2021: $20.17B
๐ช Assumed future JUP supply: 4B
$20.17B รท 4B = $5.04 PER JUP ๐
Compared with ~$0.37 today, thatโs roughly 13.6X.
And what if Jupiter eventually surpasses UNIโs old valuation?
Is $5 the destination โ or just the beginning? ๐ดโโ ๏ธ