TOKEN2049 Singapore is done.
10 projects worth tracking ↓
1️⃣ $NEAR
- Polosukhin: many activities no longer need centralized exchanges
- near com adding fiat routes and more stocks
- Agent Market pays escrow only after verified task completion
2️⃣ $ONDO
- Open Interest hosted Franklin Templeton, SBI and SGX
- Ondo Stocks TVL hit a record $1.26B
- $2.954B in active assets across the platform
3️⃣ $INJ
- Microsoft co-hosted the agentic commerce event
- Nova grants from $10,000 up to $1M venture checks
- RWA-related volume past $6.8B
4️⃣ $GT
- Dr Han introduced Gate Money on the main stage
- Verstappen and Hadjar did handprints at the booth
- Press conference at Raffles, 8 Oct
5️⃣ $ADA
- Hoskinson says he put roughly $200M into Midnight
- Midnight showed Night Mode, Passport, Warehouse and Offer Files
- Solana support live on testnet for Backpack and Nightly
6️⃣ $HYPE
- Yan: options next, hedging on the same order book
- HIP-3 was 51% of July volume
- HypurrCo pulled in Hyperliquid Strategies and the Policy Center
7️⃣ $LINK
- McCormick: tokenized equities are the next wave
- CCIP 2.0 shipped the week of Sibos
- Johann Eid at the 400-executive Agentic Finance Summit
8️⃣ $STRK
- Ben-Sasson headlined StarkWare's Privacy Summit
- Zcash's Harsh Bajpai spoke on the same stage
- Proving systems have processed over $2.8T since 2020
9️⃣ Polymarket
- Coplan: exploring an onchain asset with programmable utility
- Called the x100 chase irrational exuberance, a hot potato
- $1.22B volume over seven days
🔟 $ZEC
- Winklevoss filed a preliminary S-1 for spot ETF WINK
- Nasdaq listing proposed, 0.25% fee, Gemini custodian
- Up to $100M non-binding interest from Winklevoss Capital
Made in USA Coins Are Taking the Brunt of This Week's Sell-Off. Bitcoin Slid 4.2% From $86,592 to Under $83,000, Triggering Over $550M in Liquidations.
Here's the 7D breakdown:
$RENDER: +4.4%
$ADA: 0.0%
$BCH: -3.6%
$LTC: -4.2%
$SOL: -4.6%
$XRP: -5.7%
$DOGE: -8.0%
$LINK: -9.6%
$XLM: -9.7%
$ZEC: -13.7%
$UNI: -16.3%
Bitcoin is down 1.5% on the week. Nine of these eleven did worse.
$RENDER was the only one in the green, and $ADA ended the week flat. Everything else bled harder than BTC, with $UNI and $ZEC both down double digits.
Oil above $100, higher yields and a stronger dollar hit at the same time as Bitcoin failed to break $87K. Once support went, leverage got wiped out.
|| Source: CoinMarketCap
I built the tool I needed back when I was blowing accounts.
Seven Sins: a free MT5 utility that calls you out on the chart when you break your own rules. It never trades.
On your phone? Save this, open it on your PC.
أداة مجانية لميتاتريدر 5 تنبّهك كلما كسرت قواعدك
Eric Trump at Token2049 👇
"Your AI agent will book hotels and pay from a crypto wallet."
Here's what it would actually run on ↓
→ $SERV : agents pay agents in usdc
→ $RLC : agents run inside an enclave
→ $VVV : pays per call over x402
→ $KITE : caps what agents spend
→ $VIRTUAL : agents hire agents
→ $OLAS : agent to agent payments
→ $FET : onchain agent registry
→ $ARC : rust agent library
→ $PHA : private inference
→ $AIXBT : market intel for agents
The agent talks. The stack pays.
$SENT, a Token That Launched With Serious Institutional Backing and Hype, Is Down Over 51% YTD, While $VVV, a Name Most Traders Still Can't Explain, Is Up 1,605%.
Here's the YTD breakdown for leading AI coins:
$VVV: +1,605.36%
$NEAR: +241.15%
$AKT: +101.12%
$INJ: +80.12%
$RENDER: +49.19%
$KITE: +47.16%
$TAO: +37.57%
$VIRTUAL: +30.21%
$ICP: +21.44%
$FET: +16.51%
$FIL: -7.82%
$TRAC: -7.33%
$THETA: -16.30%
$GRT: -18.88%
$SENT: -51.31%
Eleven of fifteen tokens are green YTD, but the gap between winner and loser is staggering: $VVV alone is up over 1,600%, while $SENT, launched with some of the sector's most prominent institutional backing this year, has lost more than half its value.
Meanwhile legacy infrastructure names like $FIL, $TRAC, $THETA, and $GRT are the only other names in the red, all down modestly in a year where the broader sector rallied hard.
The biggest winner and biggest loser on this list both launched with real attention behind them, yet ended up on opposite ends of the spectrum.
|| Source: CoinMarketCap
$QNT Is Up Nearly 265% This Year, Yet $XDC, Another Name Tied to the Same Institutional RWA Narrative, Is Down Over 34%
Here's the Full RWA Sector Breakdown YTD:
$QNT: +264.97%
$INJ: +80.52%
$SKY: +50.61%
$ONDO: +32.55%
$PENDLE: +19.11%
$LINK: +13.15%
$XLM: +3.07%
$ALGO: -0.10%
$PAXG: -4.34%
$XAUt: -4.35%
$AVAX: -8.52%
$HBAR: -9.43%
$VET: -20.61%
$SYRUP: -24.61%
$XDC: -34.51%
The difference: on September 24, The Clearing House picked Quant to connect its tokenized deposit network. $QNT ran 300% in a week.
A nearly 300-point spread between the best and worst performer shows RWA has been more about picking the right name than riding a uniform sector trend this year.
|| Source: CoinMarketCap