GUGA

[Concrete @ConcreteXYZ]

CT.

September 30th.

[KeeperCF @Keeperssd]

I GOT TIRED OF CHECKING ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 DATA MANUALLY, SO I BUILT THIS

I’ve been watching the road to Ethena’s $7.5B USDe buyback milestone, so I turned it into a simple live tracker

It tracks:
> live ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 price
> USDe supply → $7.5B
> % remaining until the first buyback milestone
> 5% first-rung take rate
> 95% Foundation net revenue allocation
> your ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 portfolio value at different prices
> ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 valuation scenarios vs $HYPE’s buyback multiple

Basically everything I personally want to watch for the ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 thesis in one place

https://t.co/zRjXuyobT9 - ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 Buyback Tracker

Still building it, but I think this will get a lot more interesting as USDe gets closer to $7.5B

[GUGA @gugagri]

I just minted my Pudgy Penguins x https://t.co/0woZFT20NP Cold Storage Soulbound Token, showing that I understand the importance of cold wallets and managing token approvals!

Get yours on https://t.co/9RZFmHC6Ru

[KeeperCF @Keeperssd]

https://t.co/97Kk0NM4L6

[Michael Saylor @saylor]

Strategy has acquired 950 $BTC and repurchased $174M of $STRC. As of 9/20/26, we hold 846,000 BTC and $6.09B of USD Assets. $MSTR https://t.co/hP4yLlKlOE

[GUGA @gugagri]

Join me on the Jumper waitlist. https://t.co/1hHvnxvXnQ

[KeeperCF @Keeperssd]

I’m still bullish on $ENA

As of September 19, $USDe supply is around $4.806B.

The key level is still $7.5B USDe - the first major milestone where $ENA buybacks are expected to begin.

Once that trigger is reached, 95% of net revenue from Ethena-branded business lines is expected to go toward $ENA buybacks.

Right now, $USDe is already about 64.1% of the way there, with only around $2.69B left before the first buyback trigger.

Simple thesis:

More $USDe supply → more revenue → future $ENA buybacks → stronger $ENA narrative.

For me, Ethena is still one of the cleanest DeFi growth setups to watch.

[KeeperCF @Keeperssd]

I’m still bullish on $ENA

$USDe supply keeps growing, and the numbers are moving in the right direction.

Over the last 7 days, $USDe increased from around $4.21B to $4.53B, adding roughly +$318M in new supply.

Daily progress:

> Sep 5: $4.21B
> Sep 6: $4.26B
> Sep 7: $4.31B
> Sep 8: $4.36B
> Sep 9: $4.42B
> Sep 10: $4.48B
> Sep 11: $4.53B
> The key level is still $7.5B USDe

That is the first major milestone where Ethena buybacks are expected to begin, with 95% of net revenue from Ethena business lines going toward $ENA buybacks once the trigger is reached

Right now, $USDe is around 60.4% of the way there, with about $2.97B left to reach the first buyback trigger

Simple thesis:
More USDe supply → more revenue → future $ENA buybacks → stronger $ENA narrative.

[Marc Zeller @mzeller]

Woke up to all my data leaked by @Revolut.

Sharp reminder that KYC hasn’t produced meaningful upside and has put many in harm’s way.

[ProMint @ProMint_X]

Paper handed again?

Loser?

Paper hand!

You could have had $700K in ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241

$800K in $INDEX

$3M in $AI

But you're a paper hand

Check how much you lost: https://t.co/6x5FswREmH

[GUGA @gugagri]

@Arc_Punks 0x426AA0F1B56BBAB2f49d0bA7F04341F8103007D7

[Arc Punks @Arc_Punks]

ARC PUNKS WHITELIST IS OPEN

- Apply here: https://t.co/IOwMG2JFpy
- Drop your EVM wallet below👇

Get your spot secured before mint.💎

[KeeperCF @Keeperssd]

$PONS WILL BREAK $1 THIS WEEK

I think a lot of people are missing what’s right in front of them @RobinhoodCrypto

$PONS has become one of the biggest revenue-generating protocols on Robinhood Chain, and the numbers are accelerating fast

- 30D Protocol Revenue: $9.09M
- Last 7D: $6.23M
- Last 24H: $1.26M

Nearly 69% of Pons’ entire 30-day revenue was generated in just the last 7 days

I trade on - https://t.co/SJoa5qydbh

[KeeperCF @Keeperssd]

$67K → $9.1M ON $PONS

One early $PONS holder turned $67,710 into $9.14M in just one month

→ Average entry: $0.00618
→ Current position: $9.14M
→ Profit: +$9.07M
→ Return: +13,400%

While most people are only starting to notice Robinhood Season, someone has already made 130x+ on $PONS

I track these on FOMO: https://t.co/FU3QhOS8uA

[Roseline Kace @RoselineKace]

I can’t make this stuff up 🙈🙈😂😂

[GUGA @gugagri]

🐊 Just checked my wallet and I'm officially part of the $CHOMP community!

I'm eligible for the CHOMP DROP and have been allocated 42,418 $CHOMP tokens. 🐊

Check your own wallet to see if you're eligible:
https://t.co/WG6TX7MbSL

#CHOMP

[GUGA @gugagri]

Check out my prediction on @meridiandotxyz https://t.co/bYAIVT2aM9

[KeeperCF @Keeperssd]

$ENA BUYBACK PROPOSAL. BULLISH!

• Ethena generates around $183M in annual fees, mainly through the USDe ecosystem and funding revenue

A new proposal would send 95% of net protocol revenue to $ENA buybacks and 5% to ecosystem development

• The fee switch only activates once USDe supply reaches $7.5B

USDe is currently below $5B, down significantly from its ~$15B peak

- Voting runs until September 2

$ENA reacted immediately, up 23% in 24H and nearly 2x over the past week.

Bottom line: the buyback could create real value for $ENA holders, but it won’t start until USDe gets back above $7.5B

[Flop Labs @flop_labs]

OpenAI is cutting Cursor off on 12 November because SpaceX bought it.

Every compute supply chain in AI is a guest list with a bouncer.

Flop Network is open source. No list, no bouncer, and the only thing checked is whether the work was done.