DoubleT84

„BLOCKCHAINREBELLEN“ 🤩

[Philip Gunst @GunstPhilip]

The past week has been quite eventful in the geopolitical and macroeconomic landscape around Colonial Coal $CAD.V $CCARF. And while many shareholders don’t feel the tension due to lack of updates from management (of obvious reasons), I wanted to summarize what we’ve seen the past week.

1) David Eby’s India trade mission – mining front and center

BC Premier David Eby was leading a trade mission to India with a clear focus on mining, critical minerals and energy. Multiple Canadian and Indian outlets have confirmed that mining projects are among the primary commercial outcomes being discussed, with Indian SOEs and private groups evaluating participation in 20+ Canadian resource projects.

Importantly, Eby’s role has explicitly been framed as a “matchmaker” between Indian capital and BC assets - including providing political assurance around permitting, First Nations engagement, infrastructure support and path-to-production (the latter we know from previously).
That matters for Colonial. Eby and his administration are already known (publicly) to have been involved in discussions around how a foreign buyer could navigate BC permitting and move a large met-coal project forward. In short: the province is actively lowering execution risk for an Indian buyer which is needed in advance of a multi-billion dollar investment.

2) Mark Carney’s China mission – critical minerals, energy & supply chains

At the same time, Prime Minister Mark Carney was in China - the first Canadian PM visit in more than a decade - with the agenda squarely focused on critical minerals, energy security, trade frameworks and supply-chain resilience.

This is not symbolic diplomacy. It signals a pragmatic reset with China on resource cooperation. Carney is well aware of Colonial’s situation and the strategic value of long-life Canadian metallurgical coal assets in a world where China remains structurally short of premium coking coal. Coal is Canada’s biggest export to China.

Taken together: Canada is simultaneously opening political lanes with India and China - the two most logical SoE buyers for $CAD.V.

3) Met coal prices are screaming higher

Coking coal futures have surged in early January, with long-term prices now north of ~$250/t, driven by Australian weather disruptions and persistently strong steel demand in Asia.

Historically, developed, non-producing met-coal assets transact around ~1% of long-term coal prices. At $250/t, that implies ~$2.5/t in-ground benchmarks - before scarcity premiums for tier-1, long-life assets in safe jurisdictions like Canada.

4) Share price action – technical reset, not thesis break

Last Friday, Colonial closed at $3.08 on ~1.2m shares, showing clear institutional-style accumulation. I must admit, I thought we would see continuation this week. However, this week’s pullback coincided with Rosseau Asset Management’s AMR, which disclosed sales of ~4.5m shares over the past five quarters.

Market chatter (https://t.co/FDs76IgwNe) suggests this selling was driven by portfolio concentration constraints when SolGold was depressed - not a change in Rosseau’s view on Colonial’s fundamentals. With SolGold now sold and Rosseau exiting, that overhang appears largely resolved. Notably, there’s no indication Rosseau has been a seller since the November MCR.

Technically, the stock based at ~$2.58 on Thursday and rebounded to ~$2.79 Friday, on solid volume (>400k/day across exchanges). That looks like digestion after a sharp run, not distribution.

Bottom line, what we’ve seen the past past week is:

- Eby in India explicitly matchmaking mining capital
- Carney in China resetting trade ties
- Met coal prices have re-rated sharply higher
- Rosseau’s mental overhang on retail holders appears to be clearing
- The stock has held key technical levels on strong volume

Now we need to see the improved deal landscape convert to a first bid. Hopefully, LOIs are already being drawn up by advisors following the political assurances 🤞🏻

[DoubleT84 @DoubleT84]

@SeedifyFund 0xeC51fB8803edaCc05A80a2205AaE194522c59B94

[Meta Alchemist @meta_alchemist]

This has been a very informative post, about what kind of projects you guys are looking for that can disrupt the prediction market space

We are starting a Prediction Markets Hackathon next week, powered by @BNBCHAIN

Wondering if we can do a collaboration with YZi Labs too, so if one of the projects build something close to the examples you described here, they may get a chance an entry to YZi Labs too

We have many other big supporters that will be supporting the projects to gain more leverage during the hackathon, just wanted to write here too, since we may be able to help bring some projects to YZi

Here is BNBchain's post too about our hackathon:

https://t.co/qsn2QqYDXB

[Meta Alchemist @meta_alchemist]

@cz_binance We have a prediction markets hackathon starting soon powered by @BNBCHAIN and many other key names

We can add this prediction market specific oracle, as CZ's choice into the hackathon as a leg if you like CZ

Starting the hackathon next week

https://t.co/3UCC6qwK0v

[BNB Chain Developers @BNBChainDevs]

Calling all builders to join the @SeedifyFund Prediction Markets hackathon!

Grab your chance to build the future of onchain forecasting on BNB Chain.

Apply below 👇

https://t.co/QhgBF0V7P9

[DoubleT84 @DoubleT84]

@SeedifyFund 0xeC51fB8803edaCc05A80a2205AaE194522c59B94

[Seedify @SeedifyFund]

NO MORE PERMISSIONS.
STARTING TOMORROW
at 1 PM UTC, 9 OCT

• Chain: #BNB
• Raise target: Updated to $2M (so as not to give many tokens in these ranges)
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[Seedify @SeedifyFund]

Applying for @yzilabs newly announced BNBchain Builder Fund and MVB program

Support if you think Seedify should be in after years of building in BNBchain as the most active OG launchpad.

P.S. Our permissionless launchpad is starting tomorrow too

@ellazhang516 @cz_binance

[Seedify @SeedifyFund]

BNBchain

[Meta Alchemist @meta_alchemist]

An Open Letter to @yzilabs & @cz_binance

First, I want to congratulate you on the recent success of $ASTER as a YZi Labs incubation. It shows that supporting novel products with a PMF can create massive wins for everybody.

Seedify, in the last 9 months, developed a permissionless launchpad that is about:
- Raising through bonding curves, instead of just dex liquidity migration for builders
- In-platform community voting on which projects are legit for raises for decentralized security practices
- Curation model only for projects with growth/revenue
- Tier and whitelist systems in bonding curves for no sniper to be able to snipe, and no user to have more allocation than the defined amount parameters
- Standard and Full customization options for tokenomics, vestings, and bonding curve steepness, and raise amounts, in the bonding curve to have something for each project's needs in a specific way

Since 2021, we have been the most active non-Cex permissioned launchpad in BNBchain and many other networks, driving tens of thousands of people to the chain. We know the era of permissioned launchpads is ending, and Seedify outperformed in this era, while being a bootstrapped company for many years.

This next stage of permissionless launchpads has much bigger marketcap potential and revenue streams, and no permissionless launchpad is designed for products except what we have been silently developing in the last 9 months.

Virtuals and Pumpfun have respective focuses, but neither of them is about products or has models to raise money for products and builders. We believe there is a massive lack of this in the market.

A blue ocean.

Our product is ready to showcase to you anytime, at your convenience. We are now improving the last bits, after community beta tests that went live last week.

Virtuals saw a 5B market cap, just focusing on agents.

Pumpfun has a market cap of above $3B and has brought more than $1.5B into its treasury, mainly focusing on memes.

We believe the right product for builders' and products' needs can grow even bigger, and that's what we have built.

We believe everything we built here will be a great complement to the mission of $ASTER and Yzi Labs.

We want to participate in YZi Labs. We have been a launchpad for 4.5 years, having seen a 350M marketcap and 1.65B FDV while bootstrapping and launching many huge ROI launches since 2021. We never quit, we never took a break since 2021. We brought a lot of users to BNBchain, too.

Would you guys consider us?

You won't regret it @yzilabs & @cz_binance, we promise.

(If you want to support us, please give a like or a comment so this message can reach more people. Or QRT/RT would be awesome. It would mean a lot at this time. Thank you 🙏)

[DoubleT84 @DoubleT84]

@meta_alchemist @zachxbt Please help 🙏🏻

[Meta Alchemist @meta_alchemist]

@zachxbt if you could find us the hackers, and help us resolve this situation we would love to give you a huge bounty for this.

You can dm me directly.

It is very urgent as they are moving the funds that they gotten from draining the liquidity pools, after minting from bridges

[DoubleT84 @DoubleT84]

@meta_alchemist @thep33l a)

[EstateX @estatextokenize]

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[AgentsAI @AgentsAI_org]

Big updates are coming soon for $AGENT.

We're leveling up with major releases across the board—including the upcoming MCP Infrastructure, built to power the next era of AI Agents.

Stay sharp.

[AgentsAI @AgentsAI_org]

Web3 is a fight.

AI Agents are the gloves.

And we’re just getting started.

[AgentsAI @AgentsAI_org]

We’re excited to announce our partnership with https://t.co/aCcbtV34nQ.

Together, AgentsAI and Agentify are building the future of autonomous AI in Web3 — combining tokenized agents with seamless smart contract execution.

The agent economy just leveled up.

[AgentsAI @AgentsAI_org]

Web3 has a UX problem — complexity keeps users away.

AI Agents are the missing layer, making dApps usable, onboarding effortless, and interaction seamless.

The future of Web3 needs agents, not friction.

[Agustin @ACsstyle]

Why you should get your Tier before the next wave hits 👇

Right now, a Tier 9 (100K $SFUND) requires an investment of $52K, approx.

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AGENT
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Our Permissionless Launchpad is coming.
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[DoubleT84 @DoubleT84]

@SeedifyFund 🔥🔥🔥