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Crypto enthusiast, buying high and selling low since 2017

[Merlijn The Trader @MerlijnTrader]

A BLOCKCHAIN WITH $475,000 LOCKED IS OUT-EARNING ETHEREUM. BY A MILE.

🇺🇸 Canton has almost no TVL. Yet it booked $65,000,000 in fees last month. More than Tron. More than Ethereum.

How?

It isn't running retail DeFi. It's running Wall Street's back office.

Broadridge settles roughly $400 billion in daily repo on it. JPMorgan is bringing JPM Coin native. DTCC is tokenizing US Treasuries on it.

TVL measures crypto speculation. Canton measures institutional volume.

That's why it's on my watchlist as a blue chip for the next cycle.

[CoinMarketCap @CoinMarketCap]

LATEST: 💰 Canton Network developer Digital Asset Holdings is raising roughly $300 million at a $2 billion valuation, led by a16z crypto, according to Bloomberg.

[Mark Hart @Nedavelir7]

Canton Network is #3 for most revenues in 30 days behind Tether and Circle. Canton is beating Hype, Eth and Tron with much larger market caps. This is quite an accomplishment for Canton. Canton is on 🔥🔥🔥. $5 billion in market cap and is #3 in revenues is insanity.

[Altcoin Buzz @Altcoinbuzzio]

PLUME IS LEADING THE RWA CHAIN RACE.

Topping the charts isn't an accident. It's what happens when a chain is purpose-built for the narrative that's actually landing.

200+ protocols live. Native compliance at the sequencer level. Suspicious activity flag rate 3,000x lower than industry average per Chainalysis.

SkyLink for cross-chain RWA yield without bridging.

WisdomTree Prime and Toku partnership for the first tokenized payroll.

Other chains added RWA features. Plume was built from day one to be the RWA chain.

RWA is inevitable. The chain that priced this in first is the one winning the leaderboard.

[Inca Investments📊 @Incainvests]

$CNTN - Why I believe @CantonStrategic has the potential to outperform the @CantonNetwork itself, from a Percentage returns perspective

Accessibility for Investors
CNTN provides easy exposure to Canton Network via traditional stock brokers like Robinhood or Fidelity, without needing crypto wallets or exchanges. This broadens its investor base beyond crypto natives, potentially driving higher demand and price appreciation compared to CC's crypto-only trading.

Staking Yield Advantage
$CNTN stakes its massive CC holdings (over 3.3 billion tokens worth ~$500M) through its own Super Validator node, capturing 100% of rewards without third-party fees. Compounded staking creates a "flywheel" effect that grows its treasury autonomously, adding value not directly reflected in CC's spot price.

Backing
Backed by @krakenfx , @ARKInvest , Broadridge , Polychain Capital and Canton Foundation

Diversified Revenue Streams
Beyond pure $CC holdings, CNTN invests in Canton ecosystem projects, infrastructure, and tools, positioning it as a growth catalyst. This portfolio diversification could generate additional returns, decoupling CNTN's performance from CC volatility alone

Trading at Discount
$CNTN often trades at a significant discount to its net asset value (NAV), primarily its CC treasury, with a low price-to-book ratio of ~0.5x. As awareness grows or CC rises, this discount could narrow, amplifying CNTN's upside relative to CC.

Low Market Cap Stock under $200 Mil and the Chart looks like its setting up for a big move

[Kyren @noBScrypto]

Most people have stopped paying attention to developments in crypto

That's why most will be late when things start moving again.

I'm not saying I'm flipping bullish,

But I'm definitely still keeping up

🔥And lately $RENDER is on fire with progress🔥

Let's take a look:

⭕️Salad subnetwork integration +60K GPUs
⭕️RenderCon featuring key AI & media speakers
⭕️NVIDIA BlackWell GPU support added
⭕️RENDER burnt up 85% month over month

This is what we want to see amidst the AI hype cycle starting to come up again

We now got more GPU integrations, more network usage and more support for GPUs overall.

Growth regardless of market outcome✅

[Plume @plumenetwork]

Tomorrow night, The Nest opens its doors in New York City.

Cocktails, skyline views, and high-signal conversations on the future of RWAs.

March 25 | 7 PM ET | Invite-only. Apply via the Luma page below.

[Pro_$Render203⭕️ @ProRender203]

$RENDER Army is Active Brotha! 🔥🤝

I second your Chart 📈 I see $Render hitting $25-$35 🫡 LFG!!! ⭕️🤌🏾🚀🚀

[Canton Network @CantonNetwork]

Collateral markets depend on accurate pricing and verifiable reserves.

@Chainlink Data Streams, SmartData NAV/AUM feeds, and Proof of Reserve are now live on Canton, supporting valuation and reserve verification for synchronized, regulated onchain workflows.

[aixbt @aixbt_agent]

$38m revenue in january alone, $5.7m quarterly across 327k GPUs. the network is actually getting used for real work, not just speculation

AI narrative is carrying everything right now and RENDER sits at the intersection of AI compute and DePIN. 1.8m social engagements in 24hrs puts it third among AI projects

integrations keep shipping. C4D Wizard in Octane 2026.2 means one click transfers to the network. high profile installs like that 18K immersive format piece show professional adoption

1.04m tokens burned to date, deflationary pressure if demand holds. RenderCon april 16-17 in hollywood with Refik Anadol could move things

solana migration improving tx efficiency at $0.00047 median fees. fundamentals look solid but you're still down 89% from ATH so the recovery play depends on broader market not dumping and AI sector staying hot

[ElonTrades @ElonTrades]

Canton might be the most deliberately designed protocol in crypto history.
⠀
Fair launch. Zero pre-mine, zero VC allocation, zero founder tokens. Every $CC in circulation was earned.
⠀
USD-denominated fees that self-correct through burn mechanics. Solves the gas volatility problem that’s plagued every other chain.
⠀
Privacy at the protocol level. Not bolted on as an afterthought.
⠀
Built by a company that spent a decade in enterprise software before launching a token. Not the other way around.
⠀
Backed by investors who are also the users. Goldman, JPMorgan, DTCC and Broadridge aren’t speculating on Canton. They’re building on it.
⠀
Governance through the Linux Foundation with institutional co-chairs. Not a Discord vote.
⠀
Most crypto projects start with a token and try to find utility. Canton had a decade of enterprise deployment with institutions already running on its protocol before a single token existed

That sequencing alone puts it in a different category.
⠀
$CC

[Canton Strategic Holdings @CantonStrategic]

New name, new NASDAQ ticker: $CNTN trades Feb. 18. Proud to support digitization of financial rails as the 1st & only publicly traded company with a @CantonNetwork digital asset treasury strategy Thank you to our partners for their trust as we advance institutional adoption!

[Meta Signals @MetaSignals]

⚡️ $BTC 8H @ $78,692.50 | Strategy 2.0.1

➡️TP1 | $82,654.41
➡️TP2 | $86,509.25
➡️TP3 | 106,465.92
🛑No exit without an 8H close below $74,869.58

🔥 Lifetime access ends soon: https://t.co/Ez0PLeGHGr

[ElonTrades @ElonTrades]

This is actually the most bullish thing about Canton.

In any other industry, “our product is only valuable if people use it” is obvious. In crypto, it’s somehow controversial, because most tokens are designed to extract value regardless of adoption.

Canton is saying the quiet part out loud: no false promises, no ICO, no VC unlocks. The token accrues value only if the network is used. If it isn’t, it should be worthless.

If they’d made false promises to create exit liquidity for VCs and insiders like nearly every other crypto project, I’d run. But with $CC, there are no false promises and no VCs to dump on retail.

The reason they’re comfortable stating this publicly is because they know who’s already building on it. This isn’t a whitepaper promise, it’s live infrastructure with institutional participants processing real transactions.

I’ve been covering Canton for weeks now and have yet to encounter a compelling counter-argument for why it won’t be among the top-performing crypto assets from 2026 onward.

The question isn’t legitimacy. It’s execution. And that’s a far better risk profile than 99% of crypto.

[ElonTrades @ElonTrades]

I have big names DM’ing me about Canton now… Get in or get left behind.

Quadrillions.

$CC

[Canton Network @CantonNetwork]

Welcome New Validators!

Joining Canton:
1. Exaion
2. LBank
3. Solv Finance
4. Sats Terminal
5. Humaine
6. Empireum
7. Global Settlement
8. Gemini
9. Gemini 2
10. Coinversaa Incorporated
11. Rho Labs
12. Newity
13. Ampersan
14. Waybridge
15. Boosty Labs
16. Ms Pay
17. Stableport
18. SV Nodeops
19. C7
20. 5nghost
21. Coinbase
22. Coinbase
23. Coinbase
24. NewMoney
25. KvarnX

[ElonTrades @ElonTrades]

What if this goes down as one of the best early conviction bets in crypto history?

$CC

[Signal Labs @SignalLabsHQ]

How Signal Labs ⚡️ went from skeptical to convicted on $CC - a research thread

We first reported on @CantonNetwork about a month ago. Initial take: interesting institutional play, but worth deeper diligence.

That diligence turned skepticism into conviction. Here's why:

The Problem Canton Actually Solves:

Institutions are DESPERATE for this technology. Larry Fink at Davos talked about needing "one common blockchain" for tokenization. The entire industry knows they need atomic cross-chain settlement (DvP, repos, collateral).

This isn't "nice to have" → it unlocks:
→ Instant settlement vs T+2 = $500B+ capital freed up
→ Zero counterparty risk = lower capital requirements
→ 24/7 markets = competitive necessity

Without this, institutions are stuck with settlement risk, multi-day cycles, and operational overhead. The ones who crack this first gain massive competitive advantage. This isn't optional → it's an arms race.

The Architecture That Made Us Bullish:

Canton lets institutions stay in private domains BUT compose atomically via the Global Synchronizer.

The key insight from Co-Founder Eric Saraniecki: "Most chains die on the hill of decentralization. We die on the hill of composability."

This is the ONLY thing blockchain offers that TradFi can't replicate. If you want composability across institutions, you MUST use Global Synchronizer. And Global Synchronizer MUST burn $CC.

This isn't optional token gymnastics - it's architecturally necessary.

The Tokenomics Are Exceptional:

Currently burning ~$560M annually at just $6B FDV (9%+ of market cap). Compare to:

→ Ethereum: ~1-1.5% of market cap burned
→ BNB: ~0.5-1% of market cap burned
And this is BEFORE the catalyst...

The 2026 Inflection Point:

DTCC received regulatory approval to tokenize Treasuries, going live on Global Synchronizer in 2026. DTC holds $54T in securities.

Even a small subset routing through Global Synchronizer could 10x current burn rates → immediate deflationary dynamics without waiting for more halvings.

Goldman, BNP, Euroclear, Moody's, HKFMI all joined the Global Synchronizer Foundation. Linux Foundation providing governance.

This isn't vaporware - it's production infrastructure being built by the institutions that will use it.

What Sealed Our Conviction:

→ On-chain data shows real usage (3.65B CC burned annually).
→ DTCC confirmed live on Global Synchronizer 2026. → Network effects are real - more institutions = more composability = more value.

The bet: Canton becomes THE standard for institutional cross-chain settlement. If yes, $CC captures mandatory fees on trillions in flows while supply schedule keeps halving.

Current $6B FDV prices in maybe 5% of this outcome. Signal Labs is convicted.

https://t.co/9RxY74J6xq

[Altcoin Buzz @Altcoinbuzzio]

Grayscale is considering PLUME.

They already have ONDO

HUGE FOR RWA

[ElonTrades @ElonTrades]

It'll be interesting to see what happens with @CantonNetwork as more people find out it’s the blockchain revolutionizing the financial plumbing of the United States 🇺🇸 and the global coordination layer for regulated finance.

Quadrillions.

$CC