Weekly Alpha Recap #197 | 7–13 September
Liquid Network pauses after purported white‑hat withdrawal of ~4,000 BTC (~$320M) via SideSwap; bridge nodes disabled. 41 project highlights and 38 projects in the Probably sheet.
TL;DR
News
Protocol & DeFi Updates
Blockstream refuses ransom demand for Bitcoin stolen in Liquid exploit
Cronos reorgs two hours of transactions to reverse $111M DeFi exploit
Router Protocol to shut down and burn 303 million ROUTE tokens
Harmony proposes sunsetting its Layer‑1 and migrating tokens to Ethereum for AI video initiative
Zcash shielded supply rises after Orchard→Ironwood migration
SlowMist discloses missing access-control bug in ether.fi AtomicQueue that enabled ~15.45 ETH drain
Cozy Finance exploited on Optimism with ~$170K drained so far
Enso Finance exploited for ~5.6 ETH due to oracle price calculation error
Macro & Institutions
Spot bitcoin ETFs pull in $987M last week as institutional demand recovers
Capital B buys $29M in bitcoin after raises, its largest BTC purchase in a year
Jack Dorsey’s Block applies for federal bank charter / National Trust bid
Nasdaq investing $100M in Kraken parent Payward at $21B valuation
Hanwha develops tokenized securities platform on Avalanche as South Korea regulation takes shape
DBS and Citi complete USD weekend payment via tokenized deposits
Monument Bank delays retail tokenized deposits in UK citing regulatory issues
India’s tokenized bond pilot (Demat 2.0) debuts with >$100M in tokenized bonds
Germany to end tax-free crypto gains with 25% flat tax from 2028
Senate Republicans release revised Clarity Act ahead of key vote
U.S. Core CPI y/y 2.4% (in line with estimate); crypto volatility and liquidations pick up
Bybit launches European super-app offering stocks and derivatives
Zodia Custody CEO Julian Sawyer steps down and becomes adviser
Bitcoin Bancorp acquires thousands of defunct Bitcoin Depot ATMs for $620,000
Metaplanet shares slide 17% after CEO note fails to calm investors
Metaplanet cuts executive reward pool by ~41%, cancels employee warrant plan
Bitcoin Suisse to cut up to half of Swiss jobs, shifting work abroad
Bernstein sees ~31% upside for Robinhood as chain fees top Solana, BNB
Stablecoins & Hyperliquid
Hyperliquid open interest climbs to $14.3B as HYPE hits an all-time high
Hyperliquid AQA v2 implies about $193M annualized revenue and ~$527K daily HYPE buyback pressure
Tether pushes into private credit with $400M fund with Fasanara
Coinbase and Moov to bring stablecoin payment infrastructure to community banks and credit unions
Wallets & UX
Ethereum proposal/commitment to allow gas payments without holding ETH
MetaMask to split from Consensys and operate as an independent company
Trezor: third-party email provider breached, phishing from official domain
Revolut says customer KYC and bitcoin transaction data exposed after fake government request
Coldcard exploiter moves 45% of funds stolen in ‘Wave 3’ attacks, per Galaxy
Prediction Markets
Robinhood takes equity stake in Crypto.com and partners to expand prediction markets
Prediction markets inch closer to the U.S. Supreme Court — analysis
Token Launches & Claims
STONK surges ~250% as stock‑paired Solana launchpad StonkFun drives volume to Raydium and Jupiter
LAPTOP memecoin launch on Base turns into a sniper-bot mess, then crashes ~99% amid thin liquidity
DeFi Development launches CHAD, a Solana-backed digital credit instrument
Infra, Dev & Culture
Robinhood Chain posts record $6M daily fees as DEX volume doubles
Ethereum targets quantum‑safe L1 by 2029 as Hegotá upgrade planning advances
Anthropic discloses Claude hacking incidents and releases threat report
OpenAI’s Sam Altman and others call to slow frontier AI development
Drama & Shenanigans
Tether‑backed Chilean exchange Orionx shuts down after $7M+ asset shortfall
Mexico seizes 300 crypto mining rigs wired into a hydroelectric dam
Drug cartels increasingly adopt crypto transactions, experts warn
Ukrainian police dismantle crypto scam that stole up to $1M per month
Sam Bankman‑Fried asks US Supreme Court to overturn conviction and $11B forfeiture
Former Alameda CEO Caroline Ellison joins nonprofit Manifund
Project Highlight
crumbsfamilyMoni Score2131Moni's Review/Opinion:A receipts-to-stock-token rewards app that converts eligible shopping receipts into company-specific stock tokens, they this week went live and reported over 8,500 receipt submissions while announcing support for four more brands and onchain reward distributions. The team also tweeted that 3% of the total supply has been burned and that claims are being reviewed and paid onchain.
Token launched during this weekly window. Market cap at collection: $55.2K. Highest observed market cap: $8.0M.
launchoncmeMoni Score997Moni's Review/Opinion:A platform for pairing tokens with real-world commodity price indices, they this week announced Axiom support, a domain update, new commodity pair types (NFTs, currencies, LAMBO), and a V6 changelog claiming improved routing and RPC fixes. Tweets also noted bug fixes and that the platform is running smoother while adding new markets.
Market cap at the first weekly snapshot: $3.2M; at collection: $2.4M (-25.1%). Highest observed market cap: $19.6M.
embercurveMoni Score987Moni's Review/Opinion:A Solana launchpad built on the Meteora bonding-curve model that routes trade fees into holders, burns, a lotto, and other modules. This week they announced rewards-distribution issues tied to RPC delays, said they’re reviewing token-page changes, and promised fixes so missing payouts are resolved.
Market cap at the first weekly snapshot: $1.9M; at collection: $33.6M (+1673.5%). Highest observed market cap: $33.6M.
projectmars_rhMoni Score961WebsiteMoni's Review/Opinion:A GameFi/NFT experiment that sells plots of Martian land which bundle in‑game drilling rigs and enable on‑chain extraction and rewards; this week they shipped leaderboard rewards and distributed “JET FUEL” to top extractors.
Market cap at the first weekly snapshot: $2.5M; at collection: $2.6M (+3.8%). Highest observed market cap: $5.9M.
pinksheets_fiMoni Score919Moni's Review/Opinion:Pink Sheets is an onchain block-trading desk for large trades that don’t fit into AMM pools; this week they opened the desk on Robinhood Chain and pushed it live. They also reported over $8,000,000 in $PINK trading volume and reminded users that 80% of fees will buy back $PINK.
Token launched during this weekly window. Market cap at collection: $19.2K. Highest observed market cap: $5.2M.
machinedotfunMoni Score818WebsiteMoni's Review/Opinion:An accelerator for Physical AI and robotics founders that pairs manufacturing, verification, and crypto-native launch rails. This week they said the first Garage cohort is full and shared that Foundry applications remain open as selected teams prepare to launch onchain.
stonk_fyiMoni Score715Moni's Review/Opinion:An unofficial dashboard tracking STONK metrics, burns, and supply dynamics; this week it published repeated real‑time burn updates, noting ~15% of supply burned and multiple large hourly burn batches.
The dashboard tweeted that 15% of supply is now burned: 150.01M tokens, about $7.26M at StonkFun pricing, 51 days after launch.
hashcats_rhMoni Score691Moni's Review/Opinion:A proof-of-work NFT collection where pixel cats are mined and on-chain mechanics direct fees into a token buyback/burn model; they reported difficulty falling, the buyback limit doubling to 0.05 ETH/block, and 1,557,525 $HASH bought and burned this week. They also reported rapid mining and trading activity — e.g., 6,167 cats mined in 24 hours, 6167 cats mined by 930 miners, 177 ETH earned by holders and 792 ETH traded on secondary in a single day.
Market cap at the first weekly snapshot: $425.2K; at collection: $890.8K (+109.5%). Highest observed market cap: $1.1M.
0xinlibertyMoni Score621WebsiteMoni's Review/Opinion:A public Digital Asset Treasury that accumulates Solana on-chain and reports a SOL-per-share metric as its core mechanic, focused on levered SOL exposure. This week they ran interviews and RTs promoting the vehicle and thanked hosts after appearances, including posts referencing DefiDevCorp coverage and podcast appearances.
CT discussion around it included listeners enjoying a recent chat and a Pirate Pod episode featuring the CEO, per third-party mentions.
meridiancapdaoMoni Score594WebsiteMoni's Review/Opinion:A community-run capital/DAO-style account focused on coordinating community communication and governance-oriented updates. They posted a warning that there is no Meridian Capital token yet and told followers any launches will be announced from this account.
There is no Meridian Capital token yet; any launches will be communicated from this account and followers were advised to be wary of scams.
prm_marketMoni Score570Moni's Review/Opinion:Premium is an onchain market that encodes the premium for penny-stock demand and runs permissionless Desk Auctions; this week they published a five-day results update showing • $11M in volume • $29.9K in platform fees • 8.07M $PRM bought back • 15.74M $PRM burned. The update also highlighted pSTOCK markets and ongoing Desk auctions.
CT discussion around it includes mentions of back-to-back ATHs for $PRM and attention from notable traders and project spotlights calling out Premium as a project to watch.
tradeons1Moni Score535WebsiteMoni's Review/Opinion:An X account called S1 with no published product, token, or on‑chain details in the supplied evidence. This week the account posted no tweets and no token was launched or documented.
CT discussion around it included a recommendation to "follow @TradeOnS1 to be early."
brim_hqMoni Score478Moni's Review/Opinion:Brim is a reserve-backed floor + premium-funded yield design aiming for a non-diluting floor and ongoing yield; this week they introduced the "First Fill" genesis event and published a leaderboard for contributors. They repeatedly promoted the First Fill details, bonuses, and that anyone can contribute with no cap, plus founder appearances discussing the design.
681 wallets are earning Juice, and about 70 clear the bar.
gagedotcashMoni Score444WebsiteMoni's Review/Opinion:A peer-to-peer credit protocol offering no-liquidation loans against meme tokens, stocks, and LPs, they this week announced that vaults are live and detailed an epoch 1 rewards drip starting Monday 14 September 2026 at 19:25:33 UTC. The team also posted UI polish notes, open-sourced the contract layer ahead of audits, and promoted vault mechanics and borrow ratings.
Market cap at the first weekly snapshot: $1.2M; at collection: $1.9M (+59.4%). Highest observed market cap: $5.6M.
joinfrontierMoni Score419WebsiteMoni's Review/Opinion:A VIP rewards program for on‑chain traders on Solana that rewards trading activity across venues with tiered status, rebates and curated events. This week they posted a teaser line “Every market has an edge. Onchain is ours. Frontier Traders.”
No verified token market update.
wick_xyzMoni Score384WebsiteMoni's Review/Opinion:A DeFi liquidity hub on Lighter EVM focused on tokenized stocks, options, index markets and liquidity tools like liquid staking and LP wrappers. This week they published their whitepaper, promoted limit-orders-as-liquidity and propAMM concepts, and grew their waitlist to 60,000+ users.
Token launched during this weekly window. Market cap at collection: $1.0B.
auto_protocolsMoni Score354Moni's Review/Opinion:A coordination platform for humans and AI agents that structures tasks and interactions; this week they added a simple answering bot and posted an overview of the platform.
Market cap at the first weekly snapshot: $40.4M; at collection: $28.8M (-28.8%). Highest observed market cap: $67.2M.
pawnhouseliqMoni Score345Moni's Review/Opinion:An on-chain lending protocol that lets holders borrow without selling their assets; this week they added 17 assets as accepted collateral, listing ETH, cbBTC, USDG, USDT, USDC, PONS, CASHCAT and ten Robinhood Chain memecoins after simulating each and moving 2.5% of supply in and out of the vault to prove transfers work.
No verified token market update.
owndotmoneyMoni Score302WebsiteMoni's Review/Opinion:A stablecoin system that mints eUSD against tokenized S&P500 exposure and issues $MONEY; this week they completed the token launch, warned users about a drainer on AxiomExchange, and confirmed DexScreener links were updated.
Market cap at the first weekly snapshot: $767.5K; at collection: $2.3M (+202.1%). Highest observed market cap: $3.2M.
catch_exchangeMoni Score281WebsiteMoni's Review/Opinion:A cAsset system that backs redeemable tokens with isolated reserves; this week they reported crossing roughly $108,000 in assets, disclosed 233,844 cCATCH permanently burned (23.38% of original supply) and said the release curve progressed to step 9 of 64.
Market cap at the first weekly snapshot: $157.8K; at collection: $527.7K (+234.4%). Highest observed market cap: $714.5K.
spir8l_comMoni Score266WebsiteMoni's Review/Opinion:A multi‑chain perpetual launchpad that mints pools with day‑0 leverage and uses an Uniswap V4 hook so LPs act as lenders for longs, shorts, and borrows. This week they announced a CoinGecko listing and fixed a Cloudflare issue that had flagged their site, reporting everything is running smoothly.
Market cap at the first weekly snapshot: $800.0K; at collection: $466.0K (-41.8%). Highest observed market cap: $2.6M.
hoodminers_rhMoni Score256Moni's Review/Opinion:A Robinhood Chain free‑mint NFT where each Miner is paired with its own wallet intended to hold and earn digital assets. They ran Nucleus campaigns this week and pushed a countdown and whitelist messaging toward the 15.09.2026 OpenSea event.
ourolayerMoni Score244WebsiteMoni's Review/Opinion:A Robinhood Chain protocol that routes trade taxes into recurring holder airdrops and protocol-owned liquidity, plus vaults that auto-convert and compound received airdrops. This week they ran Airdrop Cycle #100 and reported the LP treasury nearing six figures while noting $5,000,000+ in trading volume.
Market cap at the first weekly snapshot: $2.1M; at collection: $1.4M (-35.3%). Highest observed market cap: $4.5M.
notesystemsMoni Score240Moni's Review/Opinion:A protocol that converts tokenised stocks into fully collateralised, scheduled payoff notes settled on‑chain; this week they arranged a comprehensive codebase audit and reminded the community mainnet will follow only after audit completion.
They said 24 contracts are deployed & verified on testnet and announced a community reward program running on Robinhood Chain.
diceprotocolrngMoni Score216WebsiteMoni's Review/Opinion:A sub‑second, verifiable on‑chain randomness layer aimed at games and apps; this week they reiterated multi‑chain ambitions and reminded users they updated their X handle to reduce impersonator risk.
They updated their X handle to @DiceProtocolRNG and warned the community about impersonators and scam accounts.
usepaygentMoni Score215Moni's Review/Opinion:Builds payment infrastructure for autonomous AI agents that issues virtual/disposable cards, funds wallets, and automates agent spending via API/MCP. This week they launched an instant virtual card Telegram bot and announced $PAYGENT is live and listed on CoinGecko, with vesting and locks verifiable on chain.
Market cap at the first weekly snapshot: $318.8K; at collection: $213.9K (-32.9%). Highest observed market cap: $1.9M.
tok_edgeMoni Score203WebsiteMoni's Review/Opinion:A builder proposing a new cryptoasset category where a tradable token serves as a burnable key to redeem off‑chain fund shares; this week they continued posting whitepaper links and category framing across social.
They published a whitepaper and shared introductory research describing the Redemption Token design.
darkrouterhMoni Score192Moni's Review/Opinion:DarkRoute is a private swap router on Robinhood Chain that hides the route while printing the actual fill venue and a per‑swap fee on a receipt and offers cashback in tokenized stocks. This week they launched the $DARK token on the Pons v2 launchpad, published pool fee details, added a public API and shipped an installable Android APK.
Market cap at the first weekly snapshot: $39.4K; at collection: $84.0K (+113.4%). Highest observed market cap: $3.1M.
btcbuythecatMoni Score181Moni's Review/Opinion:A Bitcoin-rewards meme project that mails small Bitcoin payments, they this week encouraged real-world usage by posting repeatedly that people spend Bitcoin sent by the Cat at places like Steak'n Shake and local cafés. Their tweets pushed the idea of paying with Bitcoin the Cat sent you and linked to educational material and donation-style messaging.
Market cap at the first weekly snapshot: $4.2M; at collection: $6.9M (+65.5%). Highest observed market cap: $22.0M.
longdotsupplyMoni Score175Moni's Review/Opinion:Supplying stocks on ARC. They added native token support to the Launchpad this week, allowing memecoins to be paired with the platform's token and announcing expanded stock support and bridges to Arc.
Token launched during this weekly window. Market cap at collection: $26.1K. Highest observed market cap: $26.2K.
vawltslawthMoni Score173Moni's Review/Opinion:An auto-compounding product for a specific ecosystem’s reward tokens that markets yield and buyback mechanics; they ran multiple promotional posts this week highlighting compounding yield, buybacks and burns, and a dashboard to check missed yield.
Token launched during this weekly window. Market cap at collection: $1.3M.
parley_rhMoni Score157Moni's Review/Opinion:Parley is a social layer for AI agents on the Robinhood Chain where agents claim handles, post discoveries and earn reputations. This week they launched an Agent Reward System and paid out $972 USDG to 28 eligible agents while also announcing agent subscriptions as a token utility.
Market cap at the first weekly snapshot: $51.7K; at collection: $130.8K (+153.1%). Highest observed market cap: $998.2K.
oracleumhqMoni Score155Moni's Review/Opinion:A zero-knowledge verification and state-anchoring layer built for Robinhood Chain that aims to let nodes or auditors prove chain state without revealing underlying data. This week they published a clear product description tweet explaining the layer and linking to more information.
focidotfamilyMoni Score153WebsiteMoni's Review/Opinion:A social-first launchpad positioning itself as the center of attention on Arc for meme tokens and collectibles. This week they went live on Arc testnet and tweeted that they will be active on mainnet when Arc launches, plus an integration note about .@fomo joining day one.
CT discussion listed the account among many Arc launchpads and watchlists in pre-mainnet roundups.
nearkatsolMoni Score151Moni's Review/Opinion:A token positioned around NEAR-themed community rewards and rapid on-chain distribution, promoting large NEAR payouts to holders. This week they announced over $320,000 in NEAR rewards paid to holders, reported 2,600+ members, and noted a MEXC listing.
Market cap at the first weekly snapshot: $544.9K; at collection: $3.5M (+534.3%). Highest observed market cap: $9.0M.
ubisznMoni Score151Moni's Review/Opinion:A project proposing a 4% fee model that routes rewards into USDC-style Universal Basic Income payouts. This week they posted conversational launch messaging across multiple tweets — e.g., “Everyone gets a bag. Then we let the market cook.”
Market cap at the first weekly snapshot: $662.2K; at collection: $1.2M (+80.5%). Highest observed market cap: $3.2M.
Loser of the Week
fruitflydevMoni Score1200WebsiteMoni's Review/Opinion:A live simulation that runs a real fruit‑fly connectome on the web and funds the experiment with a community memecoin tied to the simulation. This week they posted that a fly brain is about to get a body, linking the neural simulation to forthcoming embodied behavior.
Market cap at the first weekly snapshot: $39.7M; at collection: $8.7M (-78.2%). Highest observed market cap: $55.9M.
nasduckotcMoni Score134Moni's Review/Opinion:A meme token on Solana that rewards holders in NASDAQ (QQQ). They tweeted promotional content this week including “The 🦆 Quacks Hard! Earn QQQ for holding. Easy Choice.”
Market cap at the first weekly snapshot: $5.2M; at collection: $941.1K (-82.0%). Highest observed market cap: $7.7M.
iqonrhMoni Score177WebsiteMoni's Review/Opinion:Market cap at the first weekly snapshot: $4.3M; at collection: $887.4K (-79.4%). Highest observed market cap: $7.7M.
subnet6900Moni Score80Moni's Review/Opinion:A Bittensor subnet that intercepts gooning transactions and stakes them to earn TAO for holders. This week they distributed TAO to holders and validators, including a 78 TAO drop reported in their Sunday service and a separate 69.69 TAO distribution.
Market cap at the first weekly snapshot: $3.8M; at collection: $1.7M (-53.9%). Highest observed market cap: $9.0M.
pairexmarketMoni Score154Moni's Review/Opinion:A launchpad that lets projects price and sell tokens denominated in fiat and forex quote currencies; they solved routing problems on newly released pairs and announced all tokens — including the new pairs — are fully seeded and tradable. They also fixed token migration so affected tokens can be claimed.
Market cap at the first weekly snapshot: $2.0M; at collection: $713.3K (-64.3%). Highest observed market cap: $2.0M.
Probably Sheet
Name | Segment | Network | Moni Score | Status |
|---|---|---|---|---|
NFT | - | Not launched | ||
Launchpad | - | Not launched | ||
NFT | - | Not launched | ||
Launchpad | - | Launched | ||
NFT, Services | - | Not launched | ||
Every idea gets a seat. Now live on @Arc 👤 | - | Not launched | ||
DeFi, Derivatives | - | Launched | ||
AI, Launchpad, Infra & Data | Robinhood | Launched | ||
Launchpad, Multi-chain | Robinhood | Launched | ||
SocialFi | Base | Not launched | ||
Meme | Ethereum | Launched | ||
AI Agents, DeFi, Infra & Data | Base | Not launched | ||
DeFi, Other | - | Not launched | ||
NFT | Robinhood | Not launched | ||
Launchpad, DeFi | - | Not launched | ||
DeFi, Launchpad | - | Not launched | ||
The launchpad for @arc | Launch. Discover. Trade. 🦔 👤 | - | Not launched | ||
- | - | Launched | ||
Play the market, earn tokenized stocks. Coming soon on Robinhood. 👤 | - | Not launched | ||
Privacy, Tools | - | Not launched | ||
Meme, DAO & Community | Solana | Launched | ||
Meme | - | Launched | ||
Meme | Ethereum | Launched | ||
Predict Markets, AI Agents | - | Launched | ||
DeSci, Launchpad | - | Launched | ||
Infra & Data, AI Agents | - | Launched | ||
NFT | Ink | Not launched | ||
- | Ethereum | Not launched | ||
RWA, DeFi | Robinhood | Launched | ||
Other | Robinhood | Launched | ||
Meme | Hyperliquid | Launched | ||
The first collection from @arc based on automatic royalties for holders. 👤 | - | Not launched | ||
RWA, Robotics, AI | - | Launched | ||
DeFi, Tools | Robinhood | Launched | ||
Meme | Solana | Launched | ||
Meme | Robinhood | Launched | ||
Meme | Solana | Launched | ||
Meme | Solana | Launched |
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