Lec

[Lec @leccakari1208]

@arm_btc @Sant0s_eth @opensea LFG ARM DAO
Thanks for collabs

[Monad @monad]

A new MIP has been published: Flexible and Upgradeable Account Authentication

Accounts can change their keys without changing their address

This lets accounts upgrade to quantum-resistant schemes
https://t.co/Ajhnr3zwST

[ARM 🪑🐉 @arm_btc]

We spend way too much time looking through NFT projects.

and honestly, most of them start blending together after a while.

same PFP formula.
same roadmap.
same “community first” talk.
same promise that something huge is coming soon.
but every now and then you find something that makes you stop scrolling.
these are the ones currently on our radar at ARM DAO 🧡
@mannay | NAIVES

this one is just cool.

Mannay is basically building faces through code. eyes, noses, hair, glasses, hats... all functions, all JavaScript.

“too human for code” is how he describes it, and yeah, that’s pretty accurate.
they don’t really feel generated. they feel like actual characters.

even @claudeai highlighted it as one of the Claude Code projects that stood out.

10,000 supply
ETH L1
minting through @verse_works

presale should be this week for collectors of his previous work (1/1s, editions, ASCIINON, ASCIILIFE) + a few selected communities.

snapshots happen before the drop.
price still TBA.

@CashmereLabs | GOAT STREET @0xforkd

completely different setup here.
Cashmere already has the infra, the users and an actual product.
Goat Street feels more like their existing ecosystem stepping into NFTs, rather than another NFT project trying to invent an ecosystem after mint.

6,666 goats
Robinhood Chain
free mint
August 28, 15:00 UTC+3

checker is already live.
worth mentioning, 4,000 out of 6,666 go to treasury. the team says this was always part of the plan.

existing Cashmere users and previous NFT stakers got priority, then applications opened up.
the form is closed now.

Cashmere was incubated by @binance and they’ve been building around Autonomous Monetary Infrastructure for a while.

@OranguNation

this one is EARLY early.

“A nation of Orangu’s” by @ExoticRaccoon .
there isn’t much to ape into yet, and that’s partly why we’re watching it.
no massive roadmap.
no token.
no fake utility page.
just characters, 3D animation and this weird banana/orangu world slowly being built in public.

ExoticRaccoon already creates AI content at OpenSea, but Orangu is his own thing. not an OpenSea drop.

right now there’s no mint.

no website either.

just the world.

sometimes that’s enough to keep watching.

@boldpfps

@boldleonidas has been drawing comics, memes and characters by hand for years.

when bolds was first announced, the rules were almost funny:

Art only.
No Discord.
No mint date.
No price.
No supply.
No alpha group WL.
No guaranteed WL for holders of previous collections.

basically the opposite of how NFT launches usually work.
now the account is active again, more people are watching, and we finally know at least one thing:
it’s NOT a free mint.

everything else?

still waiting.

@THEBUFOS

this one is hard to explain because you don’t really discover THE BUFOS.

you discover the island.

@JDOTCOLOMBO has been revealing the whole thing through clues instead of feeding everyone a roadmap.

coordinates. codes. ferry tickets. the Council talking. people trying to figure out who actually made the list.

and somehow it worked.

from basically nothing to around 9,100 people watching the island in roughly a month.

the art is hand illustrated. no AI.
frogs, cyborgs, aliens, monsters, humans... somehow all living in the same world.
10,000 travelers unlock the mint.
the ferry still hasn’t started boarding.
we don’t know everything yet.
I think that’s kinda the point.
@WastelandRH

probably the most game-like project on this list.

3,333 rejected monsters on Robinhood Chain.

the art is AI-generated and they’re completely open about that.

what makes it interesting is everything underneath it.

collect → hold → burn → $WASTE → forge → materials → relics

then you’ve got structures, caves, castles, rarer destinations and hidden Sanctums through the Forge.

apparently staying unlisted longer can even improve your forging odds.

whether the whole economy works once people actually start playing with it is another question.

but at least there’s an actual system to explore here.

and that’s really why these made the list.

they’re not six versions of the same project.

NAIVES is playing with code as an artistic tool.

Goat Street is an existing crypto product moving into NFTs.

Orangu is trying to build IP almost from zero, in public.

bolds is basically saying art first, figure out the rest later.

THE BUFOS turned the collection into a mystery people actually want to solve.

Wasteland is trying to build a collectible world with an actual system behind it.

some of these will work.

some probably won’t.

that’s NFTs.

but we’re not looking for another 10k engagement farm that everyone forgets two weeks after mint.

we’re looking for artists, builders and communities people might actually remember.

we collect.
we trade.
we connect projects with collectors.

teams above, we’re watching 👀

collectors, which one are you on? 🧡

[Lec @leccakari1208]

@arm_btc @CashmereLabs @WastelandRH @OranguNation @THEBUFOS @0xforkd Watching how these projects evolve after the initial hype will be the real test.

[CRYPTO THRO @CryptoThro]

Which #ALTCOIN will be the first to bounce like that ?

[Bitcoin Archive @BitcoinArchive]

JUST IN: Bitcoin back over $69,000

$76K on the way...? 👀

[MetaMask 🦊 @MetaMask]

2025 was the Year of the Fox. 🦊

We shipped a LOT.

🧵

[The White Whale @WhiteWhaleLabs]

Why $LINK Is Mostly Just A Memecoin

I love $LINK. I trade it. I hold it. I respect what Chainlink has built. It’s always lived in my bucket of “blue-chip crypto” assets I’m comfortable rotating into when the timing is right. That said, it's possible to love something and still tell the truth about it (remember my HL post?). And the truth is that LINK, like most crypto tokens, functions far more as what I've come to call a "protocol meme" than a utility asset for the 99.9% of holders.

Chainlink the network is real. It does real work. Oracles matter. Secure price feeds matter. None of that is up for debate. For the overwhelming majority of people holding LINK, the token is not something they actively use. They are not paying oracle fees. They are not staking nodes. They are not securing data feeds. They are speculating on future demand, future narratives, and future belief. And the amount of tokens required by those who do use it for utility? Pretty inconsequential, if we're being honest.

There is no revenue shares flowing back to holders. No dividends. No stock certificate in the company. No protocol earnings being redistributed downstream. Holding LINK does not entitle you to a slice of oracle fees in any direct, mechanical way. That alone should frame expectations properly. The value proposition is not “owning a piece of Chainlink’s revenue.” It is “owning exposure to a belief that this token will be more valuable later than it is today.”

That doesn’t make it bad. That is the majority of cyrpto. It simply makes it honest.

Most crypto tokens, even the ones powering legitimate infrastructure, derive the bulk of their market value from collective belief. Belief that adoption will increase. Belief that demand will outpace supply. Belief that future utility might justify present valuation. That is not fundamentally different from how fiat currencies work, by the way. Dollars are not backed by gold. They are backed by shared trust, enforcement, and a strong narrative. Crypto just strips away some of the polite illusions.

Calling LINK a meme is not an insult. It’s a classification. It’s a protocol meme, not a cartoon dog. Its meme is competence, reliability, and inevitability. People buy it because they believe Chainlink will remain critical infrastructure, and because they believe others will continue to believe that too. That shared belief is what gives the token value today.

Understanding this is freeing. It lets you trade LINK (and other tokens) rationally instead of religiously. You stop pretending you’re buying shares of company stock and start acknowledging you’re trading narrative narrative and mindshare. You buy when belief is cheap. You sell when belief is expensive. You don’t confuse admiration of a protocol with magical thinking about a token.

LINK doesn’t need to be more than that to be tradable, profitable, or relevant. What are some of your favorite "protocol memes" that offer no real use case to the majority of traders?

🫡 From the depths —
The White Whale 🐋

[Ash Crypto @AshCrypto]

Major FUD marks the bottom.

- We had Saylor FUD, China FUD, Tether FUD and Quantum FUD

Extreme Fear marks the bottom.

- We have been in the "fear" zone for 7 weeks now.

Liquidity reversal marks the bottom.

- Global liquidity is almost a new ATH again.
- Fed and Treasury is pumping liquidity in the markets.

Extreme selling marks the bottom.

- BTC weekly RSI at 3-year low.
- ETH 2W RSI at bear market bottom.

Looking at every metric, a relief rally should happen now.

[Ash Crypto @AshCrypto]

This is all i want for Christmas.

[Monad @monad]

Congratulations to @LeverUp_xyz on the successful launch!

The @PancakeSwap launchpad was 678x oversubscribed, with $61M committed

LeverUp is an LP-free perp DEX with 100% fee redistribution to traders, and leverage up to 1001x

[Grayscale @Grayscale]

Grayscale Dogecoin Trust ETF (Ticker: $GDOG) visualized.

Get exposure to $DOGE, now available right in your brokerage account.

[Monad @monad]

We wanted to highlight that on November 9, 2025, all airdrop-claimed MON tokens were deposited into an “escrow” smart contract which held tokens on behalf of each claimer wallet until the launch of Monad Public Mainnet.

The Coinbase token sale was announced on November 10, 2025.

The escrow released the tokens on November 24, 2025.

[Lec @leccakari1208]

Built for speed and scalability, the Monad ecosystem aims to solve key limitations of existing blockchains, offering a seamless experience for developers and users. #Monad #Blockchain #Web3

[chud.eth @chud_eth]

I would like to coin the term PPP: principal protected ponzi; the worst that can happen to you is you get your money back at a date you decide (no time rug).

gov proposal just went live, things moving faster than expected tbh

OHM CDs launching in ~1wk

only $1m cap to start which will likely get instafilled, then a short capped rollout before opening the floodgates

good chance for everyone to watch the system working before being able to ape properly

reminder: you deposit USDS, get OHM calls which you can convert any time, protocol uses the sUSDS yield to buy and burn, send OHM up, make your calls worth more

something to think about for any of you second order thinkers:

if you see someone deposit $100m of deposits which means $4.5m/yr annualized buyback and burns, are you more or less likely to then deposit to CDs yourself?

you deposit, and the next guy sees even more programmatic buy pressure incoming, maybe now it's up to $6m/yr. are they now more or less likely to also deposit?

yes this is all pure financial engineering, the token is the product, but do you want to play the game?

[Ash Crypto @AshCrypto]

Bitcoin just broke $90,000 🚀

[Lec @leccakari1208]

@arbitrum wen 1$ ?

[Arbitrum @arbitrum]

Even at the highest peaks in the world

Arbitrum Everywhere 🏔️