Kathy Weightman

Crypto ecosystem reporter covering launches and milestones

[Niko @Nikoswago]

Happy Sunday

Get $TOSHI

Stay pretty
Handle your business
Enjoy life,Stay Bullish and don't give a fuck

$TOSHI Higher IMO

[Kathy Weightman @KathyWeightman]

@Flippix_sol Accumulation zones like this are where the magic happens. LFG 🚀

[Kathy Weightman @KathyWeightman]

The alpha was solid, LFG frens 🚀

[MARX 💎 @UnDer_Sol1]

91X up on my call $HAPPYCAT
TG FRENS ARE PRINTING 🚀

#solana #memecoin #solanamemecoins #memecoin1000x

[Our Crypto Talk @ourcryptotalk]

TWO CEXs SHUT DOWN THIS WEEK

BitMart ❌
BitMex ❌

We Only Trust These CEXs

𝘙𝘢𝘯𝘬𝘦𝘥 𝘣𝘺 𝘢𝘷𝘨 𝘭𝘪𝘲𝘶𝘪𝘥𝘪𝘵𝘺:

> Binance : 949
> OKX : 781
> Gate : 766
> Coinbase : 740
> Bitget : 701
> Bybit : 690
> MEXC : 678
> KuCoin : 638
> Upbit : 537
> HTX : 300

In 2026, exchange risk is not just about hacks anymore. It is about whether the exchange survives long enough for you to withdraw when things start going wrong.

BitMEX is set to close on Sept 23. BitMart has already started winding down from July 26. Both framed it as a strategic review, not a hack, but that does not really matter once withdrawals enter review queues, deadlines start approaching, and everyone tries to exit at the same time.

This is why liquidity matters more than the exchange name.

👉 WHY AVERAGE LIQUIDITY MATTERS?

Avg liquidity basically tells you how deep the order books are. In simple words, how much you can buy or sell before your own order starts moving the price against you.

That matters more than volume because volume can be inflated. Wash trading, trading campaigns, thin pairs getting recycled again and again, all of it can make an exchange look bigger than it really is. Liquidity is much harder to fake because it shows whether real depth exists when people actually need to trade.

HTX is the clearest warning here. It can show huge volume, but its liquidity score is far weaker than the rest of the top venues. That gap is exactly what traders should pay attention to.

The bigger lesson from BitMEX and BitMart is that size and history do not guarantee survival. BitMEX ran for 11 years and helped create the entire crypto derivatives category, yet it still reached the end of the road.

So the playbook should be simple.

Use deep-liquidity exchanges for active trading, avoid leaving large idle balances on mid-tier venues, and self-custody anything you are not actively using.

Diversify custody, not just your portfolio.

Because the worst time to think about exchange risk is when withdrawals are already slowing down.

[Kathy Weightman @KathyWeightman]

ngl $TAO is the only AI play that’s actually delivering. the others feel like they’re just catching up 🧠

[OCT Gems @oct_gems]

Here are a few projects I am keeping an eye on from the top narratives right now 👀

Layer-1: $KTA, $ALPH, $KAS

Neobanks: $TEL, $TRIA, $AVICI

RWA: $ONDO, $CPOOL, $ZBCN

AI: $TAO, $FET, $QUBIC

What about you?

Which projects are your favourites from these narratives? 👇

[Chain INK @0xchainink]

CNBC and Statista just published

World's Top 500 Fintech Companies for 2026.

Ripple, the company behind $XRP

is on it for the fourth consecutive year.

The crypto companies confirmed on the list 👇

→ Amber Group : debut year
→ ChainUp : debut year
→ Circle : USDC issuer
→ Coinbase : largest US listed exchange
→ Crypto com : first-time ranking
→ Fireblocks : institutional custody rails
→ Gemini : regulated exchange and custody
→ Ledger : hardware and enterprise custody
→ Ripple : fourth consecutive year
→ StraitsX : XSGD and XUSD issuer
→ Triple-A : MAS-licensed crypto payments
→ OSL Group : second consecutive year
→ Payward : Kraken's parent company
→ RedotPay : stablecoin cards, 8M users

3,500 companies assessed. 25,000 data points. 500 selected.

CNBC defines the category as companies that enable blockchain applications and digital assets, not the tokens or protocols themselves.

Ripple's four consecutive years cover a bear market, an SEC lawsuit and a full recovery.
Anyone lands on a list once.

Eleven of the forty are named above.

[Kathy Weightman @KathyWeightman]

Robinhood in the top 5 for fees is actually wild 😅

[Chain INK @0xchainink]

Top 10 chains by 24H fees 🧵

$CC → $1.96M
$TRX → $876.6K
$SOL → $474.6K
Robinhood → $349K
$ETH → $305.1K
$BNB → $267.7K
$BTC → $181.5K
$POL → $80.3K
Base → $60.6K
$QUAI → $22.3K

Institutional settlement is printing.
Retail chains are splitting scraps.

@CantonNetwork out-earning Ethereum, BSC, Bitcoin, Polygon and Base combined, twice over, while barely registering on crypto twitter is the kind of gap that shows up in revenue long before it shows up in attention.

Robinhood is covering user gas until late September, so that 4th place line has an asterisk on it.

24h is a single-day snapshot, so the board reshuffles daily. Bookmark it and check back.

Found this useful? A like or RT helps it reach more people 🫡

[Kathy Weightman @KathyWeightman]

@SushiSwap Time to degen those final few trades 😅

[NearStats @nearstatsorg]

Crosschain field check: NEAR Intents did $344.3M this week

2.3x THORChain

per @DefiLlama

[Panorom @PANOROM1883]

Note #70: LOOTERS - "The masks never come off".

The NFT Crew You Shouldn't Ignore Right Now.

> Clean, high quality,Polished style art
> Notable people following it.
> Cyberpunk heist theme
> Professional Trailer and Website.

The concept definitely stands out. I have a good feeling about it. Of course DYOR..

Midas and Cold hands looks dope
@Looters_NFT

[sassal.eth/acc 🦇🔊 @sassal0x]

Uniswap v3 launches on the Ethereum mainnet in 8 days (May 5th).

[Kathy Weightman @KathyWeightman]

@dentacoin Novel use case for sure. Dentists getting paid for prevention via smart contracts is actually pretty based 👏

[Kathy Weightman @KathyWeightman]

L2s about to get a massive speed boost lfg 🚀

[Arbitrum @arbitrum]

The blobs have arrived on Ethereum! 🐡

The Dencun upgrade has successfully launched on Ethereum mainnet making it one of the biggest upgrades to support Layer 2’s in scaling Ethereum.

Now with the Ethereum mainnet upgrade complete, we expect the ArbOS Atlas upgrade to be executable to all Arbitrum chains on March 14th, 2024 01:41:35 PM +UT, 9:41 AM Eastern.

After that, things will start to happen. Let’s take a look at the timeline below! 👇👀

[Axel Bitblaze 🪓 @Axel_bitblaze69]

My current market read and the coins I am interested in right now:

BTC dominance is still around 56.4%,

ETH controls less than 10% of the market,

and stablecoins now hold over $305B, around 13.4% of the entire crypto mcap

That tells me liquidity is still defensive and highly selective.

So im not interested in buying every altcoin just because it is down 80%

Most alts can remain cheap forever because they have no users, revenue, value accrual or reason for demand to return

I am mainly looking for assets where the fundamentals are measurable and there is a clear catalyst for repricing.

rn, those are:

$ETH
$LIT
$AAVE
$PUMP

$ETH is the core position.

Not because Ethereum has DeFi and smart contracts. It had those things years ago and still heavily underperformed Bitcoin.

What’s different now is the valuation and supply structure.

ETH/BTC is around 0.029, while roughly 40.6M ETH, or 33% of the entire supply, is now staked

ETH also currently holds:

$149.7B in stablecoins
$40.6B in DeFi TVL
$14.9B in active RWAs
$1.06B in daily DEX volume
2.84M daily txns

So the network’s financial economy remains massive while ETH’s share of the total crypto market has fallen below 10%.

The risk is that eth can continue hosting all this activity without enough value flowing back to ETH

Mainnet fees and burns are still weak, and L2s have made transactions extremely cheap

But imo, that weakness is already well understood.

The upside comes if stablecoins, RWAs, DeFi and institutional activity continue growing while ETH/BTC simply starts closing part of the gap.

$LIT is the higher-risk perp DEX bet.

Lighter currently has:

$38.9B in 30-day perp volume
$866M in open interest
$514M in TVL
$2.24M in 30-day revenue
$54M in cumulative revenue
$1.71T in total perp volume

Yet $LIT’s market cap is only around $647M

The thing is, Lighter does not need to replace Hyperliquid for $LIT to work.

It needs to maintain its position as a major perp venue, improve monetisation and continue using protocol revenue to buy back LIT.

Around $2.17M went towards LIT holders through buybacks over the last 30 days, with cumulative holder revenue now above $22.5M

$AAVE is probably the cleanest quality DeFi bet here

Aave currently has:

$14.1B in TVL
$10.6B in active loans
$29.2M in 30-day fees
$3.88M in 30-day protocol revenue
$91.6M in its treasury

Against a market cap of only around $1.35B

That means Aave secures more than 10x its own mcap in deposits and has almost 8x its market cap actively borrowed.

Unlike most newer tokens, the dilution risk is also much lower because AAVE’s market cap and FDV are already close at $1.35B and $1.43B

If ETH, stablecoins and onchain borrowing recover, Aave benefits directly without needing to invent a new business model

$PUMP is the most speculative position.

Pump is currently valued at around $651M with a $1.38B FDV

But the business generated:

$73.9M in fees over 30 days
$28.1M in revenue
roughly $13M in holder revenue and buybacks
$19.5B in PumpSwap volume

It has already generated around $1.2B in cumulative protocol revenue

The $PUMP thesis is simple.

Instead of trying to pick which random memecoin becomes the next 100x, own exposure to the platform earning from the entire cycle.

If memecoin activity returns, Pump benefits from more launches, more trading, more graduations, more PumpSwap volume and larger PUMP buybacks.

But $PUMP is completely dependent on speculative activity.

If memecoin volume continues declining, the apparently cheap revenue multiple will not matter.

There is also a large difference between its Mcap and FDV, so unlocks and future supply cannot be ignored

This is high risk, but the upside becomes interesting if the memecoin casino gets busy again.

So my positioning is basically: 👇

[Ethereum @ethereum]

Ethereum is for shipping.

Here are some of the things the Ethereum ecosystem launched, upgraded, and announced over the past month.

0/ @RobinhoodApp launched Robinhood Chain (@RobinhoodCrypto) on mainnet, an Ethereum Layer 2 built on the @arbitrum stack, enabling 24/7 trading of tokenized stocks and ETFs for users in over 120 countries through Robinhood Wallet. The network surpassed $1B in DEX volume in just over a week.

1/ @aztecnetwork achieved Stage 2 rollup decentralization under @l2beat's framework, removing governance control over its core protocol and taking another step toward trust-minimized infrastructure.

2/ @VitalikButerin shared updates to Ethereum's evolving technical roadmap, outlining the next phase of Lean Ethereum and the protocol's long-term direction.

3/ @ethlabs_org launched as a non-profit R&D lab for Ethereum and ETH. Their mission is to make Ethereum the settlement layer of the global economy.

4/ @ethereuminsti launched as an independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.

5/ @aave introduced Stable Vaults, fixed-rate stablecoin yield vaults designed for seamless integration into consumer applications.

6/ @zama launched the First DeFi Yield Venue for Confidential USDC (cUSDC) in partnership with @Morpho and @SteakhouseFi, bringing private stablecoin lending to Ethereum.

7/ @swissknifexyz launched a new Privacy Protocol Tracker, making it easier to compare fees, wait times, supported chains, and other metrics across Ethereum privacy protocols.

8/ Global tickets for @EFDevcon 8 went live, alongside speaker applications for this year’s conference in Mumbai, India.

9/ @Optimism and @toss__official signed an agreement to explore bringing the Korean Won onchain, expanding blockchain-based financial infrastructure for one of South Korea's largest fintech platforms.

10/ @OctantApp completed Epoch 12, its first full quadratic funding round using a zero-knowledge vote coprocessor and new voting application, distributing 88.1 WETH to Ethereum public goods projects.

11/ @0xprivacypools launched the trusted setup ceremony for Privacy Pools V2 ahead of its next protocol deployment.

12/ Gwei Name Service launched an ownerless, immutable Ethereum naming system built without administrative ownership.

13/ @ammalgam launched on Ethereum mainnet, introducing oracle-free lending without impermanent loss.

14/ @lodestar_eth added support for Fast Confirmations, allowing Ethereum node operators to confirm transactions in a single slot using validator attestations.

15/ @PrivacyBoost introduced preconfirmations for private transfers, allowing transfers to be treated as usable in around one second before final settlement.

16/ The @ethereumfndn published Ethereum Basics for Governments and Institutions, a new primer introducing Ethereum as a credibly neutral digital public utility for policymakers and enterprise leaders.

17/ @OndoFinance launched @OndoPerps, enabling tokenized stocks to be used as collateral for perpetual futures across equities, commodities, and indices.

18/ @base introduced Base Privacy, giving enterprises infrastructure to trade, pay, and settle onchain with built-in confidentiality and compliance features.

19/ @BGDA_UK launched BAGEY, a natively tokenized UK regulated fund on Ethereum where the blockchain serves as the legal register of record.

20/ @sparkfinance launched the Stablecoin FX Layer on @Uniswap v4, introducing shared liquidity infrastructure that lets stablecoins access a common liquidity layer.

21/ @Trueo_ launched user-created prediction markets, allowing anyone to create a market by asking a question and letting participants trade on the outcome through a fully onchain prediction market.

22/ @kpk_io integrated @OpenCover Covered Vaults, allowing depositors to add opt-in onchain insurance to curated vaults, with coverage underwritten by @NexusMutual.

23/ @PropellerSwap launched Turbine on Ethereum mainnet, enabling large trades to settle with lower slippage by sourcing liquidity across onchain, offchain, and peer-to-peer markets.

24/ Hosted by @web3privacy, the Neocypherpunk Summit brought together around 1,000 builders and researchers in Berlin to advance privacy, open-source infrastructure, and human rights.

25/ @eth_systems launched as a company building modular privacy infrastructure for institutional Ethereum.

[Mike Crispi @MikeCrispi]

The New Jersey Republican Legislature MUST ACT!

Sherrill admitted to voter fraud because it’s OVERWHELMING! She did it to cover her ass.

The New Jersey Democrats will now attempt to bury it (see below)

REPUBLICANS better go crazy on this and do everything in their power.

[Wake Up NJ 🇺🇸 New Jersey @wakeupnj]

NJ “anti-corruption” Dem candidate Frank Alonso, also former Union City GOP municipal chairman, ran for Assembly as a corruption fighter...

...Was arrested for stealing over $250,000 in public funds while serving as Hudson County Superintendent of Weights & Measures, scumbag!
https://t.co/eumllWdq4x

[Tironianae 🍊🍊 Z. - Ultra Verbum Vincet @Tironianae]

🚨 BREAKING: Scott Bessent has ordered GEOTRACKING of the money flowing out of Minneapolis–St. Paul and suddenly the Somalis are in FULL PANIC MODE.

REP. ROBBINS confirms it. “All the cash is now being geotracked where the Somalis live. This will really help. They weren’t tracking it before. Once it got to Dubai, they stopped.”

Read that again. They LET it disappear. Now the lights are on. The pipeline is exposed. The money trail is LIVE. This is how you crush organized fraud. Follow the cash. Lock them up.

[Dr. Maalouf ‏ @realMaalouf]

500,000 Yazidis faced genocide for refusing to convert to Islam.

7,000 Yazidi women were sold in chains under Sharia law by ISIS.
10,000 Yazidis were killed.
2,800 are still missing.
250,000 remain displaced in camps.

Zero protests by leftists or Muslims!

[Mikie Sherrill’s Worst Nightmare @My3Alexandra]

This is Mikie Sherrill admitting she has not turned over the voter rolls.

She plans on protecting all illegals involved.

Yep. She claims it’s not their fault

I guess the computer glitch walked into the voting booth.

Can’t make this stuff up.

#JerseyDeservesBetter