How much key market intelligence did you miss on September 26?

Featured News

1.Sui Network TVL exceeds 1.19 billion US dollars, setting a new record

2.TON Status: Due to Hamster Kombat TGE, the network will face large-scale load after 16:00 today

3.Payment giant Worldpay plans to directly participate in verifying blockchain transactions for the first time to become part of the basic ecosystem

4.Musk announced that it will be on October 10 5. Berachain launches RFB incentive plan to provide liquidity and other support to early teams. Trending topics Source: Overheard on CT (tg: @overheardonct), Kaito $MOODENG: Today's discussion about MOODENG focuses on highlighting its rapid growth in market value, which has exceeded $100 million. The token has been praised for its strong community engagement and meme potential, and has been compared to other successful meme coins such as Dogecoin and Safemoon. The main discussions include its potential for further growth, the impact of social media on its popularity, and its unique charm as a "PvE" coin that attracts crypto enthusiasts and mainstream attention. The token’s success has been attributed to its widespread social media reach and novel memes, which have attracted global attention.

$AVAX: Discussions around AVAX today focused on its growing importance in the blockchain and gaming sectors. Key topics included new gaming projects launched on Avalanche L1, such as “Off the Grid” and “Gunzilla L1,” which are expected to drive user adoption and ecosystem growth. The BOOST campaign was also mentioned for incentivizing DeFi liquidity, while partnerships with platforms such as Solv Protocol and Folks Finance expanded AVAX’s cross-chain capabilities. Additionally, the rise of liquidity staking on Benqi Finance and the potential for dedicated blockchains were discussed, reflecting positive sentiment towards AVAX’s future prospects.

INITIA: Today’s discussion around INITIA is focused on its successful $14M Series A funding round led by Theory Ventures, with participation from Delphi Ventures and Hack VC, among others. This round brings INITIA’s fully diluted token valuation to $350M. The project, which focuses on developing a Layer 1 network for interwoven optimistic rollups, has been praised for its innovative approach and strong team. The community is excited about the mainnet and token launch, which will take place in the next two months.

Threads & Tweets

1. L2s, L1 fees, and ETH, @ryanberckmans

2. On Pendle and booster usage strategies, @AeroplanElite

Featured Articles

1. "Arthur Hayes' new article: My macro prediction accuracy is only 25%, but crypto investing is still profitable》

Arthur Hayes, co-founder of BitMEX

As an investor, trader, and speculator, your goal is to get Bitcoin at the lowest cost. This may mean pricing your hourly labor in Bitcoin, using excess cheap energy for Bitcoin mining, borrowing fiat currency at a low interest rate and buying Bitcoin, or using a portion of your fiat savings to buy Bitcoin. The volatility between Bitcoin and fiat currency is your asset, don't waste it by using leverage to buy Bitcoin that you plan to hold for the long term.

2.《Market recovery signal? Can the issuance of stablecoins drive the market up?》

WOO Research

The issuance of stablecoins is not like other tokens where the single value is diluted. Because the collateral behind it allows it to be anchored to one dollar, it represents the increase in demand for stablecoins in the crypto market. In theory, it is also regarded as hot money pouring into the market, which is a bullish signal.

3.《What is the best crypto investment strategy after the Fed cuts interest rates?》

Raoul Pal

The crypto market has performed strongly in the past week, and the Fed's policy is expected to cut interest rates to start a global easing cycle. Compared with the same period last year, Bitcoin rose by 13%-14%, and altcoins rose by more than 50%. Solana's market enthusiasm has weakened, and more attention has turned to new L1 projects such as Sui, and investor sentiment has gradually returned to rationality. In the future, the market may fluctuate around elections, technical aspects and macro backgrounds. ETH is considered to have undervalued opportunities and the potential for recovery in the NFT market.

Biggest Gainers & Losers

Token volatility on September 26, sorted by volume

Top Gainers

1.$WLD

2.$BABYDOGE

3.$MOTHER

Top Loser

1.$Neiro

2.$ORDER

3.$FB

On-chain data

On-chain fund flow on September 26