Mohamed Amer 𐤊

Free Palestine 🇵🇸

[OCT Gems @oct_gems]

$TET went from ~$45 to under $0.4.

A 99% crash.

Yet the team kept shipping products.

So is it dead... or just forgotten? 🧵👇

[Mohamed Amer 𐤊 @cryptomoxley]

@oct_trades Avalanche is cooked

[OCT Trades @oct_trades]

MARKET IS IN RECOVERY MODE 💪

Bitcoin support held at $63k
Ethereum making sideways moves at $1600

Top Gainers 📈

$XPL +36%
$SKYAI +34%
$ARC +19%
$WAVES +16%
$H +13%

Trending Altcoins 🔥

$AVAX $SEI
$KAS $QUBIC
$LINK $SUI

If the weekend sell pressure remains low.

Expect strong moves next week.

[Our Crypto Talk @ourcryptotalk]

Which Altcoin bag would you rather hold throughout 2026?

For 10X returns in 2027

💰 Portfolio 1

→ $HYPE
→ $RENDER
→ $QUBIC
→ $PUMP
→ $SYRUP

💰 Portfolio 2

→ $LINK
→ $ALGO
→ $PLUME
→ $APT
→ $AKT

💰 Portfolio 3

→ $XLM
→ $KAS
→ $KTA
→ $TEL
→ $INJ

Would you change anything?👇

[Mohamed Amer 𐤊 @cryptomoxley]

@oct_gems $TAO is 👑

[OCT Gems @oct_gems]

AI Tokens and What They Do:

$TAO : Decentralized AI network, machine learning subnets, model training & inference marketplace

$SERV : AI agent platform, reasoning engine, no-code AI builders, agent marketplace & collaboration tools

$VVV : AI inference marketplace, decentralized GPU access, privacy-focused AI infrastructure

$FET : Autonomous AI agents, machine learning marketplace, agent economy & AI infrastructure

$VIRTUAL : Tokenized AI agents, agent-to-agent commerce, co-owned autonomous businesses

$TRAC : Verifiable AI data, decentralized knowledge graph, trusted infrastructure for AI models

$QUBIC : AI-native Layer-1, decentralized computation, feeless transactions & high-performance smart contracts

[Our Crypto Talk @ourcryptotalk]

I am so done with $AVAX

What are they even doing?

The Avalanche Foundation sold $AVAX to insiders at a 23% discount.

Insiders IPO'd the vehicle on Nasdaq.

$AVAT crashed 38% on day one 😄

This is not a coincidence.

> $AVAT was built with Ava Labs fingerprints all over it.

> Emin Gun Sirer is a personal investor.

> His own Chief Business Officer sits on the AVAT board.

> Dragonfly, Pantera, Galaxy, and VanEck are all in.

> The Avalanche Foundation cut an exclusive deal giving AVAT discounted tokens at a 23% markdown plus 18 months of priority access to future Foundation sales.

>The most connected AVAX vehicle ever assembled went public and got sold into the ground before the closing bell.

👉 Meanwhile the Foundation has been running quarterly unlocks the entire time

> Roughly 1.67M AVAX per event, dripping supply onto the market while $AVAX trades at 5-year lows.

Team tokens have been fully liquid for years.

> On-chain, DeFi TVL sits at $468M, which is under 5% of the $10B+ peak from 2021.

> Activity ticked up in early 2026 with some DAU records, but none of it has moved the token or attracted capital back in.

> Usage without price is dangerous place to be.

👉 Now a lot of you will call out for being bearish, I know that there is a Bull Case here as well.

> The bull case is that $1B of institutional buying pressure has not even hit yet.

> The bear case is that insiders structured a discounted exit, dressed it in treasury narrative, listed it publicly, and the public said no on day one.

> Both cases are on the table.

But only one of them happened in real time, in front of everyone, with price discovery so I will choose the second one for now.

[Our Crypto Talk @ourcryptotalk]

$XMR and $ZEC secured today's privacy market.

$XNT is building for the next cryptographic era...

Post-quantum cryptography from day one.

Here's what makes it different 🧵👇

[OCT Gems @oct_gems]

Tokenized RWAs just crossed $31B and recorded an 11th consecutive monthly all-time high.

The sector has grown 589% since early 2025.

$EDEN still sits near a ~$16M market cap.

Why is the market barely valuing one of the regulated platforms already issuing tokenized Treasuries?

@OpenEden_X is building infrastructure for bringing regulated yield-bearing assets on-chain.

Its products include:

• Tokenized US Treasuries
• USDO stablecoin
• Institutional treasury solutions
• On-chain yield products

The focus is giving institutions and crypto-native capital access to compliant, low-risk yield without leaving blockchain rails.

That’s where OpenEden differs from many RWA projects.

The platform has prioritized regulated structures, segregated asset protections, and institutional compliance from the start.

There are still important risks.

The business remains closely tied to broader macro conditions.

If interest rates decline, yields on Treasury-backed products can compress, reducing one of the sector's biggest attractions.

Adoption is another variable.

While tokenized Treasury supply is growing rapidly, DeFi-native usage and composability around these assets are still developing.

At the same time:

• No major exploit history surfaced
• No governance controversies emerged
• Hundreds of institutions have reportedly interacted with the platform
• The project maintains a strong regulatory and institutional focus

Tokenomics

• Price: ~$0.04
• Market cap: ~$16M
• Circulating supply: 361.33M
• Total supply: 1B (max)

Always take whatever you read on the internet with a pinch of salt, do your own research, NFA.

[Mohamed Amer 𐤊 @cryptomoxley]

@0xchainink bullish on the narrative. bearish on the receipts.

[Mohamed Amer 𐤊 @cryptomoxley]

@ourcryptotalk @Gate @JupiterExchange @Pumpfun Love or hate $PUMP - it deserves to be there

[Mohamed Amer 𐤊 @cryptomoxley]

@oct_gems @CNPYNetwork $CNPY seems promising 👀

[OCT Gems @oct_gems]

What if launching a blockchain became as easy as launching a website?

That's the problem $CNPY ( @CNPYNetwork ) is trying to solve.

Most builders today face an ugly choice:

Launch on an L2 and inherit security, but give up sovereignty.

Or launch an L1 and spend years bootstrapping validators, liquidity, and users from scratch.

Canopy's pitch is simple:

Start with shared security. Graduate into full sovereignty.

Keep your users, history, and economics the entire way.

They're calling this a Blockchain Incubator Model.

New chains launch as nested chains secured by the broader Canopy network through $CNPY restaking.

As they grow, they can evolve into fully independent L1s without rebuilding everything from scratch.

No chain migrations. No fragmented communities. No starting over.

The architecture is interesting.

Canopy uses a recursive security model where new chains inherit Day-0 security from the existing validator network.

Successful chains can eventually stand on their own while remaining connected to the broader ecosystem.

At the center is NestBFT:

• Proof-of-Stake + Proof-of-Age
• Longer-term validators gain advantages
• VDFs increase resistance against long-range attacks
• Security compounds over time

The goal is to solve one of crypto's biggest problems: How do you secure a new chain before anyone cares about it?

Canopy's answer is shared security first, sovereignty later.

Another interesting piece is the developer experience.

Instead of forcing developers into new languages and complex tooling, Canopy focuses on familiar environments:

• TypeScript
• Python
• Go
• C#
• Other common languages

The team claims sovereign chains can be launched in minutes through the Launchpad with surprisingly little code.

That's where the AI-native narrative comes in.

As AI generates more code, infrastructure that works with familiar languages becomes increasingly valuable.

The early activity numbers are notable:

• 6.49M trades executed
• 134K+ DAU
• 102K+ average unique traders
• 56K+ new signups
• 4,282 average unique chain launchers
• 2.09B CNPY trading volume

For a project still focused on testnet and pre-TGE activity, those numbers stand out.

The token model revolves around $CNPY:

• Gas asset
• Staking & restaking
• Validator rewards
• Governance
• Cross-chain markets

Supply is capped at ~504M tokens with Bitcoin-style halvings approximately every two years.

What also caught my attention was the recent acquisition of core Tanssi infrastructure IP.

That brings appchain orchestration, validator coordination, sequencer assignment, and automation technology into the Canopy stack.

The bigger thesis here isn't just launching blockchains.

It's reducing the cost and complexity of owning your own chain.

NFA, DYOR.

[Our Crypto Talk @ourcryptotalk]

Inaugural Crypto Top 100 List by @FortuneMagazine

Projects that were highlighted 👇

> $ONDO
> $SUI
> $LINK
> $HYPE
> $AVAX

> $ZEC
> $SOL
> $POL
> $AVAX

> $ARB
> $SKY
> $WLFI
> $AAVE
> $UNI

> $MORPHO
> $BNB
> $OKB
> $BTC
> $ETH

Complete Breakdown 👇

[Mohamed Amer 𐤊 @cryptomoxley]

@ourcryptotalk The one with kaspa:native

[Mohamed Amer 𐤊 @cryptomoxley]

@oct_gems @grok I am betting on $KTA, @grok 👀

[OCT Gems @oct_gems]

Dear @grok, which project has the highest chance of reaching a $1B market cap?

• $KTA
• $QUBIC
• $INJ
• $ALPH

[Mohamed Amer 𐤊 @cryptomoxley]

Keep building @karnsaroya 📈

[Our Crypto Talk @ourcryptotalk]

Most RWA yield is made up.

Re Protocol is generating yield from real insurance premiums and backed by licensed U.S. carriers.

> $465M in TVL.
> Pre-token.
> Barely anyone talking about it.

This is our first "Projects We Are Watching in 2026" entry.

🧵 👇

[OCT Gems @oct_gems]

Eitherway integrated Arcium for encrypted compute and secured a listing on Alchemy's dApp Store.

The platform also launched permissionless token creation with fee sharing, buybacks, and burns tied to platform activity.

Still $EITHER sits near a ~$12M market cap.

Why is the market barely valuing an AI platform trying to turn prompts directly into monetizable apps?

@EitherwayAI is building an AI-native development platform focused on taking users from idea to deployed application.

The platform handles:

• Frontend generation
• Backend infrastructure
• Authentication
• Payments
• Web3 deployments
• Token launches

The goal is reducing the time between concept and production-ready application.

Unlike many AI coding tools that stop at code generation, Eitherway is trying to connect development, deployment, and monetization inside one ecosystem.

Recent integrations with Solana, Base, and Arcium expand that vision into both Web3 deployment and encrypted computation.

There are still obvious challenges.

The biggest one is competition.

AI development tools are one of the most crowded sectors in technology today, and long-term success depends on attracting users beyond early adopters.

The token structure is different from many small-cap projects:

• Nearly 100% of supply is already circulating
• No major unlock overhang exists
• Future value depends largely on platform adoption and revenue generation

That means growth must come from usage rather than supply dynamics.

At the same time:

• No major exploit history surfaced
• No public team misconduct emerged
• Buyback and burn mechanisms are already tied to platform activity

Tokenomics

• Price: $0.1
• Market cap: 11.8M
• Circulating supply: 99.99M
• Total supply: 99.99M

Always take whatever you read on the internet with a pinch of salt, do your own research, NFA.

[Mohamed Amer 𐤊 @cryptomoxley]

@0xchainink ¥5T in crypto ETFs were waiting on exactly this.