โDear Diary, Oct. 10, 2025๐
We survived what the sea tried to take. Now the horizon is beginning to tell a different story.๐ค๏ธโณโ
Since 2019. Come aboard๐ดโโ ๏ธ
๐จ APTOS JUST CUT ONE OF ITS BIGGEST WEIGHTS FOR aptos:native ๐จ
TODAY, early contributor + investor vesting ENDS!!๐ฅ
That means monthly unlocks drop by around 60%.
Translation?
Less sell pressure.
More breathing room.
More upside for $APT. ๐
For months, this ship had people pulling it back.
Now the rope is snapping. โ๏ธ๐ฅ
If Aptos can turn its speed and throughput into real usage + real fees, this is where things get very interesting.
Aptos finally gets a chance to move without that constant weight dragging behind it.
The sellers are losing control.
And $APT might finally start sailing free. ๐
๐จ ethereum:0xcccccccccc33d538dbc2ee4feab0a7a1ff4e8a94 IS QUIETLY BECOMING ONE OF THE MOST IMPORTANT RWA PLAYS IN CRYPTO. ๐จ
New York Life Investment Management ($807B AUM) just brought its first tokenized fund, HYB, to Avalanche through Centrifuge.๐ฅ๐ฅ
Read that again:
Wall Street money.
Tokenized fund.
Powered by @centrifuge
And the numbers already look serious:
โข $807B AUM behind New York Life IM
โข HYB launched via Centrifuge
โข $263.08M in tokenized assets already on Avalanche through Centrifuge
This is why I keep watching ethereum:0xcccccccccc33d538dbc2ee4feab0a7a1ff4e8a94
Avalanche provides the rails.
But Centrifuge is the bridge bringing real-world assets on-chain.
Thatโs where the value starts getting very interesting.
$CNT + $AVAX is exactly the kind of combo the market will only price correctly much later. ๐ฅ
๐คฏ ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85 ๐จWHAT IF TRUMP, MUSK AND THE ENTIRE AI HYPE MACHINE END UP PUMPING https://t.co/CihxgPHLQ1 WITHOUT EVEN MEANING TO? ๐จ
The whole world is moving from simple AI hype
to a much bigger SI / Super Intelligence narrative.
And the funny part?
https://t.co/IllH5EPNht was already there first.
So while others are just now building the story,
$FET / ASI already has the name, the positioning and the narrative fit.
Thatโs how massive moves start:
the theme gets hot
attention floods in
the market looks for the most obvious winner
Theyโre just now building the ship. @Fetch_ai has been sailing for a long time. ๐ ๐๐
๐จ๐จWALL STREET OPENS THE GATE FOR avalanche-2:native ๐จ๐ค
BlackRock brought BUIDL to Avalanche.
Franklin Templeton launched Benji on Avalanche.
Avalanche now openly shows names like BlackRock, Citi, Apollo, WisdomTree and Franklin Templeton in its institutional ecosystem.
And it gets better:๐๐
T. Rowe Price, Wellington and Cumberland have already been testing on Avalancheโs institutional network.
So noโฆ this isnโt some small crypto story anymore.
This is real Wall Street infrastructure moving onto $AVAX rails.
Why that matters for the token:
more assets on Avalanche = more activity
more activity = more fees
more fees = more AVAX burned
and AVAX already has limited circulating supply dynamics compared with infinite hype narratives
WALL STREET ๐ค $AVAX ๐จ๐
๐จ ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 AT $20โ30 BILLION MARKET CAP?? ๐ฅ
I THINK THATโS JUST THE BEGINNING OF ITS BULL RUN POTENTIAL. ๐ฃ๐
Hereโs why Iโm so bullish.๐๐
๐ณ VISA โ Added Polygon for stablecoin settlement.
๐ฆ MASTERCARD โ Uses Polygon for merchant payouts.
๐ STRIPE โ Supports stablecoin payments through Polygon.
๐ฐ REVOLUT โ Over $1.2 BILLION moved through Polygon.
And now LOOK AT THE NUMBERS. ๐๐
๐ฅ $3 TRILLION+ in stablecoins transferred since launch.
โก Millions of transactions every day.
๐ต Around $3 BILLION in stablecoins on the network.
๐ฅ 100 MILLION POL already burned.
๐ฅ Another 22 MILLION lined up.
Now compare that to the last bull run:
SOLANA reached roughly $75 BILLION market cap in 2021.
My target for POL?
๐ฃ $20B = ~$1.88 per POL
๐ฃ $30B = ~$2.82 per POL
Thatโs roughly 18โ27X from todayโs ~$0.10, assuming todayโs circulating supply.
And Polygon already has some of the biggest payment companies in the world using its infrastructure.
WHAT HAPPENS WHEN CRYPTO PAYMENTS BECOME EVERYDAY PAYMENTS?
$20โ30 BILLION DOESNโT SOUND CRAZY TO ME.๐๐ฅ
๐จ WALL STREET WHALES ARE ALREADY MOVING INTO AVALANCHE. ๐๐บ
Some of the biggest names in global finance are already bringing real financial assets onto avalanche-2:native infrastructure.
And the numbers are getting SERIOUS. ๐๐
โโโโโโโโโโโโ
๐ฆ BLACKROCK โ BUIDL, with over $900M on Avalanche
๐ฐ APOLLO โ Tokenized private credit through Securitize
๐๏ธ PROGMAT โ Migrated over ยฅ439 BILLION in tokenized securities to an Avalanche L1
๐ฅ $1.79 BILLION in RWA value on Avalanche
Weโre talking about institutional funds, private credit and real financial infrastructure.
WALL STREET ISNโT JUST WATCHING CRYPTO ANYMORE.
ITโS BUILDING ON AVALANCHE. ๐๐บ
The real question: When does the market start pricing in that adoption? ๐๐ดโโ ๏ธ
๐จ๐จ๐จBREAKING NEWS: Avalanche spot ETFs just recorded their BIGGEST DAILY INFLOW SINCE APRIL! ๐ฅ๐๐๐
๐ฐ $2.52 MILLION in net inflows on October 8!
institutional demand could be just getting startedโฆ๐๐
More ETF buying.
More avalanche-2:native held by institutions.
Less available supply.
WALL STREET MONEY ARRIVES๐๐ดโโ ๏ธ
๐จ๐จ๐จBREAKING: sui:native IS GETTING READY FOR THE QUANTUM ERA!!๐ฅ๐ฅ
Post-quantum accounts go live on Sui devnet NEXT MONDAY!!๐จ๐๐
Read that again.
While others react later,
Sui is building now.
Thatโs how massive narratives begin.
Big week for Sui!!๐๐
๐ค๐จ WALL STREET IS MOVING ONCHAIN. AND ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 IS BUILDING THE BRIDGE. ๐ฆ๐๐
BLACKROCK. J.P. MORGAN. MASTERCARD. FRANKLIN TEMPLETON.
These arenโt just names on a roadmap.
Look at whatโs ALREADY happening. ๐๐
๐ฆ BLACKROCK โ Developed 3 investment portfolio strategies for Ondo.
๐ฐ FRANKLIN TEMPLETON โ Partnered with Ondo to bring 5 ETFs onchain.
๐ J.P. MORGAN + MASTERCARD โ Completed a tokenized Treasury transaction with Ondo and Ripple.
๐ ONDO STOCKS โ Already passed $26 BILLION in cumulative trading volume.
๐ $1 BILLION+ in tokenized stocks and ETFs on the platform.
And the opportunity is enormous.
Imagine buying NVIDIA, Apple, Tesla or an entire investment portfolio directly from your crypto wallet.
No traditional stock exchange account needed for eligible users.
WALL STREETโS PRODUCTS. BLOCKCHAINโS FREEDOM.
And $ONDO is building the infrastructure connecting both worlds.
WHAT HAPPENS WHEN THE NEXT TRILLIONS OF DOLLARS MOVE ONCHAIN? ๐
๐จ POLYGONโS FOUNDER JUST SENT A WARNING TO THE ENTIRE CRYPTO MARKET. ๐๐ฅ
100 MILLION ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 already burned.
Another 22 MILLION lined up.
And Sandeep Nailwal says the full impact of Polygon OMS on $POL is STILL to be revealed.
READ THAT AGAIN. ๐๐
๐ฅ 100M POL burned
โณ 22M POL awaiting the next burn stage
โก 2 consecutive weeks above $1B annualized OMS volume
And his message?
โPolygon plays for the win.โ ๐ดโโ ๏ธ๐
Polygon protocol burnt 100M POL(~1% of supply) 2 weeks back powered by fees generated on the network
Already 22M POL more(~0.20% of supply) is lined for next stage of burn
Plus we havenโt disclosed to the fullest extent how Polygon OMS impacts $POL (soon)
Last week was 2nd consecutive week where OMS processed more 1b Volume annualised
Hate it or love it, Polygon is not here to survive and coast along, we couldve simply rested on laurels, Polygon plays for the win. Let us cook a bit more, I know its been almost 3 years since April 2023 of crawling, losing, made fun of, called names, waiting and working my ass off for my day of reckoning๐ค