Aty

[CoinsKid @Coins_Kid]

😍

[CoinsKid @Coins_Kid]

👊 #hyperonsol

[toly 🇺🇸 @toly]

Get back to work

[Altcoin Samurai @Altcoinsamurai]

feels like we’re deep in the timeskip arc again liquidity’s drained, vc’s sidelined, retail slowly creeping back in thinking we’re still in the same meta.

most alt structures that looked invincible in ‘21 are quietly reverting to zero. not because crypto’s dead, but because the reflexive liquidity loops that held them up ran out of fuel. this is what a reset looks like all noise stripped.

the KOLs who were flashing 7–8 fig portfolios last season are nursing drawdowns or gone entirely. liquidity got thin, conviction thinner. what’s left is pure signal. retail’s re-entry is messy but necessary. they provide the early liquidity that new infrastructure needs to breathe. the question is who uses it to build vs who uses it to farm the next exit.

that’s where HYPER comes in: a rare pocket of early conviction in a market that’s lost its appetite for risk. HYPER recently pitched to toly, ansem, and solana directly few realize how small that window of exposure actually is. most projects never get close enough to that level of attention to even present a deck.

this is where CT should be max bidding not the tired rotations but the narratives with actual bandwidth left. HYPER fits the framework of post-liquidity-cycle winners: small, liquid, aggressive, networked. the exact profile that scales fastest when the next inflow wave begins.

we’re still early in the reset. most will be too numb to move until the market’s already running again.

retail is creeping back in the kind that buys because the chart finally looks alive again not because the thesis changed. the irony is the big money isn’t here yet. most vcs are sitting on dry powder waiting for signals that can’t be measured in sentiment.

macro side - nothing’s truly risk-off. debt is high, inflation sticky, rates stretched the only way out is gradual debasement. assets with supply caps or network effects eventually reprice upward, just not yet. patience > panic. spot the discrepancy.

it’s everyone’s shot to grab the market by the throat again: clean slate, new scoreboard, same hunger.

[metablck @metablck]

👀

[Solana @solana]

Veni, vidi, vici. ⚔️

Solana conquered Wall Street in a (seriously!) record-setting week for the history books.

Meanwhile, sleepless devs dared to finalize their Colosseum entries at the last minute as the ecosystem repeated a familiar mantra: just one more hard quarter.

Here is everything that we remember happened on Solana this week:

📰 Headline News

- @bitwise launched BSOL on @NYSE, an SEC-approved Solana Staking ETF

- Solana ETF Volume debuted as the hottest trading launch of 850 ETF launches in 2025

- @Grayscale launched its Solana Trust ETF, $GSOL

- $417M in weekly Solana ETF inflows led all crypto ETPs

- @WesternUnion announced they’re building exclusively on Solana with stablecoin USDPT

- Toly and Raj rang the @NYSE bell

- The global @colosseum Cypherpunk Hackathon ended

- Solana Accelerate APAC concluded its China tour

- The x402 Solana Hackathon kicked off for building AI-native payments

📰 Launches

- @daremarket went live for gamified dares

- @pumpspotlight from @pumpdotfun enhanced token discovery

- @printr launched on Solana

- @heliuslabs unveiled Orb, a human friendly block explorer, and getTransactionsForAddress, a new way to query historical Solana data

- @triton_one created Fumarole, a data streaming service

- @zenrock minted zenZEC, wrapped ZEC on solana

- @375ai_ mainnet went live making physical world data accessible

- @moiramarket is a new permissionless prediction market

- @darkresearchai x @corbits_dev unveiled Mallory, an open source x402 app

- @SOLYD_STORE created custom @solanamobile Seeker cases

- @bulktrade rolled out an LST in partnership with @sanctumso

- @flashtrade added ZEC perps with up to 50x leverage

- @joinrepublic and @CoinList launched rTTOK, tokenized exposure to ByteDance

- @hyperonsol created HyperStack for easier Solana development

- @addicteddotfun's Cartel War game is now live

Milestones:

- Messari's Q3 report is here: DeFi TVL +33% QoQ to $11.5B, stables +37% to $14.1B, RWAs +42% to $682M

- Solana stablecoin users hit ATH ~5M unique addresses/month, transfers at 39-week high with $500B+ weekly volume

- Solana perps ATH in Q3 with $1.6 billion in daily volume

- @helium_mobile surpassed 500K signed-up users

- @solsticefi's USX hits $250m in TVL

- @trendsdotfun reached $100M trading volume

- @hylo_so hits $100M TVL

- @rush_trade_app's beta crossed $500M volume

- @reflectmoney 's USDC+ alpha hit $10M cap in a day

- @college_xyz hosted 30 Solana events with 1000 students

If we missed your news, let us know in the comments below. 60 days left in 2025. Let's get it!

(This week's art hand-drawn by @lc_illustrates)

[KING @kinggszn]

Seriously undervalued.

[metablck @metablck]

no time for DMs, charts and market noise.

building.

[Solana @solana]

Toly, Mert, Ansem, & Qiao Livestream Pitches - Timefun https://t.co/mo1vLOajd2

[toly 🇺🇸 @toly]

@hyperonsol It had the highest chance of success out of the bunch.