Bad Ending

Pudgy Penguins
Chubbicorns

[Bluntz @Bluntz_Capital]

big spike in @Collector_Crypt metrics today, volume, rev and pack openings all up.

on chain tcg meta is far from dead and here to stay

[DefiRabbitHole 🐇 🕳 @DefiRabbitHole]

Two days ago Bonk launched their launchpad.

The Pons eco dipped.

The dumb money sold and chased.

The smart money bought the Pons dip.

Fast forward to today Bonk's Circus is irrelevant.

Today Noxa relaunches.

The Pons eco is on a dip.

The dumb money is selling to chase.

The smart money is buying the Pons dip.

[𝙷𝚎𝚛𝚘 𝚃𝚛𝚞𝚌𝚔 🚚 @hero_truck]

current mc is below the cost of inventory alone, let alone any revenue/buybacks/business expansion

very inefficient and rotational market but confident $cards ends up much much higher in a while

[Cryptamurai 🕯️ @cryptamurai]

Ok @ponsdotfamily is second only to @Uniswap in fees across @RobinhoodApp chain:

- Uniswap: 3.1m
- Pons: 770k

BUT

$pons is the protocol actually earning the most, generating 207k in the last 24 hours (32m annualized)

One of the most asymmetric bets Ive seen in a while

@fern

[neo. @neodot]

~$370k currently in pending buyback and burns for $PONS.

$100m mc is coming sooner than you think.

moon dat.

[Pons @ponsdotfamily]

Pons v2 is coming.

RWAs, fees paid in ETH, and more.

Let's win

[Ozzy 🇺🇸 @MEADGod]

https://t.co/K17pGUkMaG

[Simon Dedic @sjdedic]

$CARDS is trading at -60% from its peak only 3 weeks ago.

Opportunity or reason to panic?

For me it's the former, based on the following:

- While those crazy spike volumes have cooled off to some extent, Collector's growth trend remains fully intact. It's inappropriate to judge growth based on daily candles. Whether Collector is losing momentum is something you could assess at the earliest by the end of Q3.

- There are more integrations than ever before for Collector, achieving top distribution via leading Solana projects such as @solflare, @JupiterExchange and many others (even @phantom rumored), which resulted in new ATHs in daily active users several consecutive days in a row. On top of that, cementing their position as the API infrastructure for onchain collectibles is further strengthening their moat in the sector as network effects, composability and hence UX compounds.

- Total Collectibles Tokenized hitting new ATHs, crossing 40M in total for the first time, which in the first place allows for these partner integrations and a wide product offering at such deep breadth, again further strengthening their moat and position as the leader in the sector, as it will become continuously difficult for long tail platforms to compete liquidity and sourcing wise.

- Number of unique wallets holding at least 1 tokenized collectible at new ATHs, crossing 10k wallets for the first time. As it's been a (fair) critique for a while that Gachas are a way too speculative / casino like product, that clearly indicates how Collector is also attracting actual collectors who are chasing the grail in order to keep it, which is strong signal for the longevity of the platform.

- As a result of that, their secondary marketplace has also picked up traction and is showing strong growth, which has always been the bull case from the beginning: gamify the experience in order to bring more collectibles supply onchain, which in turn improves the "shopping" experience on their marketplace, which eventually brings more collectors to the platform as the sourcing experience onchain flips the offchain one. This is where the end goal of the platform and the actual asymmetric upside comes from.

And you guys are bearish or prefer chasing memecoins instead?

lol

[jussy @jussy_world]

The whole Solana onchain is mispriced, and once people catch on it'll show in the $SOL price too

$CARDS has been #2 on Solana by revenue for months, even flipping Pump on some days

$7.4M/month on average since the start of 2026

@JupiterExchange and @solflare partnerships pushed DAUs to all-time highs

And it's all sitting at a $67M mcap against a $70M annualized revenue run rate

That's under 1x revenue

[Bluntz @Bluntz_Capital]

gave it a few days to see the impact but looking very much like the @JupiterExchange X @Collector_Crypt partnership has been a positive.

CC blockworks stats have seen a meaningful spike and uptrending again

[Jupiter @JupiterExchange]

Introducing Jupiter Gacha

Real graded Pokémon & One Piece cards, fully onchain.

Every pull is an authenticated slab, the same cards you chased as a kid, now tradeable on Jupiter.

You can pull cards worth multiples of what you paid AND earn up to $100,000 rewards while you do it.

Every Charizard, every grail, is one pull away from being gone. Someone's walking away with them. Better be you.

Catch 'em all on Jupiter.

Try the BETA today!

[Collector Crypt @Collector_Crypt]

Collector Crypt is proud to partner with @JupiterExchange.

Together, we’re bringing real graded Pokémon and One Piece cards fully onchain through Jupiter Gacha.

More collectors.
More liquidity.
More ways to find your next grail.

[Chubbicorn230 @Chubbicorn230]

If hyperliquid is becoming the house of all finance.

Collector Crypt is slowly becoming the house of all collectibles (onchain).

Yes not just tcgs, collectibles.

[Bad Ending @Bad_End1ng]

Discovered my Gas ID via ETHGas - turning my gas spend into rewards 🫘

As a Legendary Jack, I've spent 10.8799 ETH on gas but earned 4000 Beans back.

Get your Gas ID and Beans here: https://t.co/o60fIxy9qr

[Bad Ending @Bad_End1ng]

Introducing the Open Gas Initiative by ETHGas — a path to a frictionless onchain experience.

[TAG PROTOCOLS WHO SHOULD JOIN]… it's your time to step up and sponsor gas for users.⚡

Get started here: https://t.co/awQdJfsGSo
https://t.co/z7Zd7RxGV4

[ETHGAS @ETHGasOfficial]

Introducing the Open Gas Initiative - a way for protocols to subsidize gas for users, zero-code, for a seamless, frictionless onchain experience.

With OG cohort: @eigencloud, @ether_fi, @pendle_fi, @Velvet_Capital.

👇

[Bad Ending @Bad_End1ng]

Quest mode activated! ✅

Stacking beans and building alliances for Gassy Jack's beanstalk climb. Build a Gasless Future and unlock rewards together. LFGGasless! 🚀

https://t.co/LqxLeV7D33

https://t.co/LqxLeV7D33

[RookieXBT 🧲 @RookieXBT]

time to shill Fartcoin again

[Matter @Mattertrades]

thing is people are tired of vcs and ico meta, we just want a coin that has 100% circulation and has no unlocks and is universally loved

$FARTCOIN

[Altcoin Sherpa @AltcoinSherpa]

$FARTCOIN: Still plenty of time to hop on the train. Fartcoin front ran the entire market earlier this year, let's do it again.