Weekly Alpha Recap #198 | 14–20 September

UsePaid routes a token's creator fees to any X handle and arranges payout in dollars via X Money. They launched the service this week — “Paid is officially live” and users can pair a token to any X handle so creator fees flow to that account and are paid out in dollars.

Market cap: $9.6M -> $16.5M (+71.1%). ATH market cap: $16.5M.

A Zcash‑focused project running a privacy‑preserving auction/drop built around Zcash shielded transactions, and this week they pinned a launch teaser reading “TOMORROW. $ZEC // ENTER THE ZILK ROAD_.” The pinned announcement signaled an imminent ZEC‑linked event.

CT discussion around it includes a Trench Train mention that lists the account among recent Zcash projects and related collectors.

An avatar‑first social hangout where autonomous muse agents hold curated lobbies and share short musings; this week the account published open accounting for the community‑launched token, saying it claimed 64 META (~$43k) in fees and posted the wallets and claims link. The account also clarified the active token contract on Robinhood chain and warned an unrelated token shares the same name.

Market cap: $8.2M -> $9.0M (+9.5%). ATH market cap: $15.7M.

A Bittensor-themed community memecoin that distributes $TAO rewards to holders; they posted community updates and reward proofs. This week they published proof-of-rewards and volume figures, noting $112.25K in volume, 11.52 $TAO distributed on Sept 16 and all-time rewards totals.

Market cap: $961.9K -> $1.4M (+42.8%). ATH market cap: $2.5M.

FRAME builds tooling so non-experts can teach and operate robots through a specify→demonstrate→learn→test loop. This week they reported they are running simulations at scale, testing robots across different environments and under constantly changing conditions.

They also said GPT-6 Astra makes robot control look like a software problem again and that recent model-driven image-to-action improvements have meaningfully advanced their ecosystem's training and evaluation pipeline.

An institutional trading infrastructure firm offering options market‑making, OTC, structured products and treasury services across 400+ digital assets; they announced the launch of Smart Bitcoin, their first Quantitative Investment Strategy (QIS).

Institutional partnership and product announcements included a strategic partnership with Clear Street and the launch of cross-asset portfolio margining.

A short-form X account that posts punchy crypto one-liners rather than operating a product or token; it posted a terse take about another project this week. This week the account tweeted "Hyperliquid just got colder."

CT discussion around it connects the line to claims that complex strategies are coming to Hyperliquid.

getonmog is an on-chain markets product that offers up to 1,000x leveraged trading without an order book. This week they announced they are coming to Robinhood Crypto.

CT discussion around it listed the project among daily early projects and on-chain trading platforms.

gponchain is a community-driven meme coin and web identity built around “gp.” This week they paid $295,700 to gp hodlers.

They also reported 3,428 holders +60% in the same set of posts.

A project bringing Zcash liquidity to EVM with a 1:1 EVM-wrapped reserve token and a platform that routes fees into buy-and-burn mechanics. This week they launched mainnet trading on Robinhood Chain and promoted live trades plus launchpad flows that earn the wrapped reserve and buy back/burn.

Market cap: $1.7M -> $3.4M (+94.1%). ATH market cap: $3.8M.

A Uniswap v4–based launchpad and trading stack for Robinhood Chain that routes a portion of fees into a canopy-native buyback mechanism. They opened V4 Ultra in beta this week, a trading and discovery terminal that lets anyone discover, analyze and trade tokens from one interface.

Market cap: $835.9K -> $732.7K (-12.3%). ATH market cap: $835.9K.

A teaser account that builds hype around an upcoming product using short poetic messaging; this week they posted the teaser “Ascend to Elysium.”

A fantasy league for AI agents that runs skill-based seasons across chess, poker and trading; they re-shared their early-access signup pitch and a moderation callout about sybil farming removed by Claude. They pinned the ‘your mind in the arena’ join-early link for signups.

A platform building on-chain infrastructure to standardize origination, servicing, and securitization for consumer and private credit; the team announced a $13.25 million seed financing round.

Today, we’re announcing Tare’s $13.25 million seed financing to rewire credit markets.

Hypercars is an NFT collection that stores full 3D car geometry directly in EVM state and uses Kiosk for liquid ERC‑721 markets. They confirmed the Hypercars NFT mint date and timing: 17 Sep, 21:00 CET / 19:00 UTC, for 10,000 fully onchain cars.

A Base-chain token that redistributes dividends in a companion token to holders, marketed as an earnings mechanic. This week they distributed 2,300 VVV to holders and posted figures showing almost $50,000 in VVV rewards ready for automatic distribution while reminding users they can manually claim now.

Market cap: $4.9M -> $4.1M (-16.5%). ATH market cap: $6.8M.

A bonding-curve launch platform that can price coins against SOL, USDC, tokenized stocks and memes; they announced Sign in with X integration so Privy creates a Solana wallet behind the login and users can export the key to Phantom. They also showed a coin-page payout split UI that displays who receives fees each round (example: creator → alice 60% · bob 40%).

A project pitching simplified on‑chain lending as a tokenized product. This week they retweeted a founder-style teaser about launching soon and building the idea.

CT discussion around it listed the project among daily early projects on Deriverse, naming it as a turn‑onchain‑lending‑into‑a‑token idea.

An AI aggregator that gives one wallet-funded balance to access many major models and charges pay-per-use credits instead of monthly subscriptions. This week they launched the token and platform, submitted listing requests to CoinMarketCap and CoinGecko, updated their Etherscan/Robinscan details, and boosted a dexscreener page.

Market cap: $5.0M -> $4.2M (-15.3%). ATH market cap: $6.1M.

A community meme token paired with a tokenized GLXY stock on Robinhood Chain that emphasizes on-chain swaps and burns. This week they posted another token burn and continued promotional posts linking the token to GLXY and community activity.

Market cap: $910.4K -> $781.6K (-14.1%). ATH market cap: $5.2M.

An AI-agent security layer that scans agents for prompt-injection, verifies payments and enforces caps; they published a thread documenting multiple real incidents and reiterated that scans and micropayments fund recurring buybacks and burns. They also announced a on-chain settlement burn of 32,251,457 $WORM and linked reproducible research and operational stats.

Market cap: $372.9K -> $5.7M (+1431.6%). ATH market cap: $7.1M.

Peach is a market-layer product combining a launchpad, on-chain aggregator, and trading surface for new assets. They went live on Arc mainnet and announced multiple trading campaigns and wallet integrations (OKX Wallet, Binance Wallet, TokenPocket) this week.

A Zcash-area NFT project that pitches collectible NFTs tied to $ZEC rewards and a future application process. This week they told followers that applications are coming and urged people to post, interact, and spread the word to be accepted.

No verified token market update. CT discussion around it appears in community lists of Zcash NFT projects people can apply for, with standard safety reminders.

A vehicle that issues a qualifier token which entitles holders to tokenized shares in a robotics investment strategy delivered as a separate token. This week they clarified that qualifier holders are receiving Tokenized RoboStrategy tokens issued by Backpack Securities that are redeemable 1:1 for RoboStrategy, Inc. common stock.

Market cap: $759.8K -> $776.9K (+2.3%). ATH market cap: $776.9K.

An NFT project on Zcash that emphasizes shielded identity and gated access; this week they opened their allowlist and granted access for a 72‑hour window.

CT discussion listed it among notable Zcash NFT projects to apply for.

A market that packages eBay Pokémon and collectible card listings into openable packs redeemable for crypto or the physical card; this week they promoted the live rip‑and‑cashout experience.

A meme/token project that pairs a LONGCAT token with a 3x leveraged NVDA market on a leveraged trading platform. This week they promoted the 3x NVDA pairing heavily and claimed the top spot by market cap on the platform’s new 3XL feature.

Market cap: $2.1M -> $2.0M (-3.0%). ATH market cap: $4.6M.

A nostalgia-themed token that frames an on-chain treasury around World of Warcraft lore and issues a Solana token marketed as GOLD. This week they updated the project banner and website listing on Dexscreener.

Market cap: $4.1M -> $3.3M (-19.8%). ATH market cap: $4.5M.

A launchpad and trading terminal built for Arc that offers simple 30‑second launches or highly configurable on‑chain launches graduating into locked Uniswap v4 pools; this week they opened an early access waitlist and promoted the waitlist link. They also pushed messaging on fee mechanics and the platform flywheel (buybacks, burns, compounding liquidity) across several posts.

Market cap: $6.5M -> $2.4M (-63.3%). ATH market cap: $6.5M.

Looping is an experimental web-based interactive experience built around draggable, rotatable faces and simple controls. This week the site changed and they posted “Solve it and a door opens,” pointing users to the updated interactive puzzle.

Market cap: $2.5M -> $617.9K (-75.1%). ATH market cap: $3.1M.

A Solana-native meme token built around a toes/foot theme with a wSOL pair on DEX; they posted a steady stream of community memes, announces a podcast guest and celebrated on-chain supply milestones like “100m i feel it in my toes.” The account kept pushing meme-led engagement and on-chain references to the Solana contract.

Market cap: $1.7M -> $436.7K (-73.9%). ATH market cap: $2.1M.

A permissionless distributed AI inference substrate that routes API requests across a swarm of GPUs to serve models without single-provider lock‑in. This week they announced they are live on Dexscreener, confirmed Anthropic API support for Claude, and said dev tokens and creator fee funds have been locked or allocated to the community.

Market cap: $1.4M -> $39.9K (-97.1%). ATH market cap: $1.5M; CT discussion around it compared the project to a decentralized OpenRouter.

A launchpad for tokens tied to off-chain assets and multichain markets; they announced the TWAP buyback is active (100% of $IPO fees are now buying back $IPO) and that going forward 10% of fees from tokens launched through IPO will route into $IPO buybacks. They also posted multiple operational updates: peptide/pharma launch support, a live TWAP dev-wallet feed, and milestone trading-volume and treasury figures.

Market cap: $842.9K -> $10.1K (-98.8%). ATH market cap: $1.0M.