Gem seeker🦅🟠

Find hidden gem together💎

[ManaMoon @ManaMoonNFT]

OK so I actually dug into what happened with $XPL, the vaults, and the Wintermute accusations.

First, I wanted to see where the Plasma Team Vault was sending their tokens so I looked at each notable transfer from their vault.

Vault address: 0x000000000000000000000000000000000A11B004
I made a note of each wallet that received tokens from the vault and where it went exactly

A bit over 600 million $XPL tokens were sent to exchanges from a bit before until TGE up until today.

People were blaming Wintermute for the price action so I checked some of their wallets and they do indeed seem to at least be responsible for some kind of marketmaking on this coin.

Wintermute bybit deposit wallet:
0xe401A6A38024d8f5aB88f1B08cad476cCaCA45E8

The Wintermute bybit depo received a lot of tokens from many exchanges and seemed to have most of their activity starting around day 2/day 3 (around the time the chart topped)

Wintermute Binance deposit wallet:
0xEae7380dD4CeF6fbD1144F49E4D1e6964258A4F4

The Wintermute Binance deposit also received a lot of tokens from exchanges and seemed to have started marketmaking a bit on day 1, but the activity and size of tokens moved seemed to increase starting day 2.

These are not all the wallets most likely, as I didn't go any further.

As for the incentives for Plasma: There is about 3-4m of sell pressure per day from increased incentives for the first week. I doubt this was responsible for the price action we witnessed.

The presalers were also up quite a bit, but I also don't think that was fully responsible for how the chart played out so far.

Personally I believe that someone was TWAP selling an excessive amount of tokens that retail buyers could not withstand.

You can draw your own conclusions with the information here with what happened with Plasma.

[Keone Hon @keoneHD]

Monad

[Gem seeker🦅🟠 @earlywormz]

What is Falcon Finance 🦅

FALCON FINANCE ($FF) — the stablecoin protocol that actually prints
TL;DR: While CT chases AI memes, @falconfinance quietly scaled to $1.7B with a tight peg, real yield, and serious integrations.

1/ Why care?
Falcon went from 0 → $1.7B in months. Less hype, more usage + revenue. It’s boring—aka the good kind of DeFi.

2/ Numbers don’t lie 📊
USDf supply: $1.73B (≈8 months)

Peg: rock-solid $1.00 across venues

Yield: sUSDf 9–13% APY (yield-bearing)

Volume: $95M+ daily

Staked: 594M sUSDf — community is locked in

3/ The political capital 💎
WLFI (Trump-aligned) put in $10M—not a vanity collab, but for shared liquidity rails and USD1 collateral integrations. That’s real utility. PRPRPR

4/ On-chain flow 🔍

+$74.5M exchange inflows (7d)
+$14.5M fresh wallets
Uniswap holds 16.1M USDf (+2.9M w/w)
Profit-taking = trimming, not dumping
→ Looks like smart-money accumulation more than retail churn.
5/ What makes USDf different? 🎯

Multi-asset crypto + RWA collateral

Delta-hedged strategies for sustainable yield

$10M insurance fund (launched Sept 5)

Chainlink oracles for robust pricing
Think Ethena’s funding-rate engine + Maker’s overcollateralization, wrapped in user-friendly UX. PRPRPR

6/ $FF token sale 🚀
FDV: $350–450M (reasonable vs $1.7B stablecoin float)

100% unlocked at TGE (no VC cliff risk)

$4M raise via Buidlpad

$1.57M staked in 24h → real demand showing PRPRPR

7/ Valuation check

Implied P/S ≈ 19× on current run rate
dYdX trades ~20×
→ Puts $FF in fair-value territory if growth persists.
8/ DeFi integrations 💪
Pendle: $270M TVL strategies
Morpho lending: institutional signal

Curve pools: deep liquidity infra

Uniswap v3: $48M daily pairs
This isn’t narrative—this is revenue infrastructure getting adopted.

9/ Bottom line
Falcon is what Terra wanted to be: over-collateralized, sustainable, and profitable.
At ~$350M FDV vs $1.7B USDf demand, this looks more fundamentals than fumes.

10/ Final note
NFA / DYOR — but the numbers are doing the talking.
#DeFi #Stablecoins #FalconFinance $FF $USDf

[Gem seeker🦅🟠 @earlywormz]

I just claimed my @CyberKongz $KONG airdrop.

I am now retired.

[Gem seeker🦅🟠 @earlywormz]

@JohnWRichKid

[John W. Rich Kid (Wendy’s Fry Cook) @JohnWRichKid]

The Final Purge has been delayed precisely 7 days due to load management

[dango🍡 @dango]

Slowly but surely, everything’s falling into place.

Testnet-2 is live, and with it comes our most anticipated release yet — a fully onchain, first-of-its-kind Central Limit Order Book (CLOB) 🧵

[Gem seeker🦅🟠 @earlywormz]

@opensea @teamwater @AbstractChain @WolvesDAO @ParallelTCG @onchainheroes @YGG_Play @playgigaverse Nice combination

[OpenSea @opensea]

Clean water isn’t everywhere.
Let’s change that together.

Our #TeamWater mint is now live.

100% of proceeds go to @TeamWater to fund clean water infrastructure.

With love from OpenSea & our partners.
Make a difference and donate today 👇

https://t.co/D3EvUC952a

[Gem seeker🦅🟠 @earlywormz]

@pharos_network Let's do it

[Pharos | Mainnet Arc @pharos_network]

Pharos Testnet is LIVE!

Explore here: https://t.co/N0mQPY2al7

[Zama @zama]

After five years of work, the team is happy to announce the Zama Confidential Blockchain Protocol and the release of our Public Testnet.
First things first, read the litepaper ⬇️

[TrueNorth AI @get_truenorth]

Welcome to https://t.co/10uB7c8KGe.

We are leveling the playing field for retail traders by empowering users with an army of AI research agents.

Read on for an exciting campaign announcement!/

[Gem seeker🦅🟠 @earlywormz]

@anoma is future

[Gem seeker🦅🟠 @earlywormz]

@memme_25 @KaitoAI @virtuals_io @miranetwork @newton_xyz 가보자 가보자

[farmsang 💜 @memme_25]

생선님덜 늦은 밤에 죄송하지만 지금 깨어있으신 분들 중에

팔로워 2000까지만 채워주실 착한 어른이분들 계신가요...

제가 바로 달려가서 구독 좋아요 알림설정 하겠읍니다...

좋은 밤 되시고 제 꿈 꾸셨으면 더 좋겠습니다요!!!

사랑함니다!

@KaitoAI @virtuals_io @miranetwork @newton_xyz @aixbt_agent

[Gem seeker🦅🟠 @earlywormz]

@rosalee_ai @UXLINKofficial @KaitoAI @virtuals_io 팔로 팔로 업!

[Gem seeker🦅🟠 @earlywormz]

@najanda89 @UXLINKofficial @KaitoAI @virtuals_io @newton_xyz @newton_xyz @UXLINKofficial

둘 다 챙겨서 열심히 해봐용!

[Gem seeker🦅🟠 @earlywormz]

@dkdlelrk4658 @UXLINKofficial @KaitoAI @UXLINKofficial 반드시 참여해!!

[Gem seeker🦅🟠 @earlywormz]

@black_cat_web3 @fragmetric 한번만!!!