Weekly Alpha Recap #199 | 21–27 September

A marketplace that aims to let people turn AI conversations into research people can buy, positioning human conversation as scarce input for models. This week they announced a campaign of up to 50M $THOT to acquire market-making traces about inventory, hedging, and liquidity.

No verified token market update.

An on‑chain credit protocol that lets holders supply assets like stocks, RWAs, and tokens to earn interest or borrow against them. They introduced UseLocate as available on Robinhood Crypto built on Morpho and explained how to supply USDG to earn interest from borrowers.

No verified token market update.

A launchpad that pairs tokens with NFT collections and funnels fees into automated floor sweeps; this week they added ten new Solana NFT collections to pair with launches and announced Metaplex Core support. They also shipped several UX and backend updates — profile tab, Next Sweep progress bars, a Your Odds checker, a claims page overhaul showing $25,283 in unclaimed NFTs, faster Solana card delivery, mobile improvements, and an automated monitoring system.

Market cap at the first weekly snapshot: $121.6K; at collection: $1.7M (+1313.1%). Highest observed market cap: $5.4M.

A platform for direct municipal bond issuance aiming to connect cities and states with buyers outside traditional intermediaries. This week they shared posts promoting municipal finance and the idea that cities and states should be able to sell bonds directly to citizens.

A small, community-led NFT/crypto play with playful branding; this week they announced the launch of $SHARTCOIN, saying 2,500 SOL was committed and the token is now live and tradable. They also promoted claim mechanics for $Fartcoin and $Buttcoin holders and a brief countdown to launch.

Token launched during this weekly window. Market cap at collection: $426.6K.

An online pack-opening service where users buy digital openings that reveal real, pre-owned graded TCG and sports cards. They posted pull-focused valuation threads this week, including an EX Emerald Pikachu price breakdown comparing raw and PSA tiers.

A Robinhood Chain launchpad that lets creators launch tokens and split creator fees across named X accounts paid in USDG with a buyback-and-burn mechanic. This week they pushed messages about launches and fee-splitting as the $DIVIDE token went live.

Token launched during this weekly window. Market cap at collection: $8.7K.

A HyperEVM launchpad and DEX that lets creators mint tokens against HYPE or other assets and routes trading fees to holders, longs, or burns. This week they introduced Signal Echo (an auto‑compounding rewards option) and announced new payout pairs like GME and HYBR while reporting multiple high-volume end-of-day fee summaries.

Market cap at the first weekly snapshot: $1.1M; at collection: $3.2M (+200.9%). Highest observed market cap: $5.5M.

A non‑custodial wallet cleanup tool that scans and lets users sweep dust, burn tokens, and close vacant accounts in a single signed transaction; this week they launched Robinhood Chain support, adding Robinhood wallets to their scan coverage.

Since Oct 2024 they report $6M+ extracted from forgotten balances, 12,000 wallets served, and 148,492 token disposals.

A ZK privacy layer that lets users make tokens and on‑chain transactions untraceable while keeping existing wallets and signing keys. This week they announced $MASK is live on Solana, published setup/walkthrough content and touted shielding/un-shielding fee details in fresh posts.

Market cap at the first weekly snapshot: $15.4M; at collection: $21.1M (+37.3%). Highest observed market cap: $27.2M.

A perpetual-futures exchange that turns continuous real-world and internet signals into tradable markets. This week they announced a collaboration with Mecone Markets to bring additional real-world indices onchain, citing AI usage, compute demand, and inflation baskets as examples.

No verified token market update.

A platform that helps projects monetize open-source contributions under the $FREECODE brand and promote agent-powered work. This week they announced a hiring push so Muse agents can be hired and paid real USDC for work.

Market cap at the first weekly snapshot: $736.3K; at collection: $492.6K (-33.1%). Highest observed market cap: $916.2K.

A Solana-based location-gamified collectibles app that hides real graded trading-card prizes in physical locations and drops the pulled collectible into winners’ wallets, and this week they launched shard draws every six hours with three real graded cards per draw and empty crates paying shards. They also announced Lures are live (Beacon and Gold Rush) and reported rapid user growth and prize stats across multiple updates.

Market cap at the first weekly snapshot: $683.2K; at collection: $4.7M (+593.4%). Highest observed market cap: $5.8M.

Genpulse builds physical‑AI health scanners and a data platform that analyzes hair, scalp and skin images to deliver user‑facing wellness insights. This week they announced their $5M funding round is officially oversubscribed.

No verified token market update.

WENPC spawns autonomous NPC trader wallets funded by fees that trade and post results, and this week they moved NPC posting to a high-frequency public feed and detailed system tweaks and refunds. They announced switching @npcs_trades to post every single NPC trade and shared multiple operational updates including contributor refunds and PnL tracking fixes.

Market cap at the first weekly snapshot: $407.2K; at collection: $490.4K (+20.4%). Highest observed market cap: $4.8M.

An open payments network focused on global money movement; this week they announced that Atum is live and shared a launch message linking to the project site. The team posted a single launch announcement declaring the product live.

No verified token market update.

Shards Market is a NEAR launchpad that mints tokens via an in‑contract AMM and this week they announced new v2 features including GOLD pairs, confidential swaps, and integrations to let creators price tokens in NEAR, SHARDS, ZEC or tokenized stocks. They also posted that 50% of v2 trading revenue goes to buybacks and burns and highlighted ongoing work with screeners and bridges.

CT discussion around it shows users noting strong early interest in the NEAR launchpad and sharing tips on how to access and trade $SHARDS and new coins.

A Robinhood Chain liquidity infrastructure layer offering DLMM + DAMM, position NFTs, dynamic fees and smart routing for LPs. This week they deployed core mainnet contracts and launched DLMM Auto‑Compound and position account upgrades to enable auto‑compounding and future auto‑rebalancing.

Market cap at the first weekly snapshot: $563.0K; at collection: $303.8K (-46.0%). Highest observed market cap: $1.5M.

Allinuxx is a Solana memecoin themed around an "ALL IN" dog/INU community, and this week they posted short, community‑facing tweets like “I call.” and “The dog stays allin.” to keep the brand active. They didn't announce product changes or integrations in the week’s posts.

A Solana launchpad and social‑payments tool that routes creator fee shares to people who post about a token via leaderboards and automated distributions. They said $YAP paid out over $74,000 to the memecoin community in its first 24 hours and announced support for tokenized stock pairs and multiple launchpad integrations.

Market cap at the first weekly snapshot: $624.2K; at collection: $2.0M (+224.2%). Highest observed market cap: $4.9M.

A 25‑seat, invite‑by‑ownership club where top holders earn a chair and trading fees accumulate in a treasury. They told holders to buy, take a chair if their bag is top 25, and vote on the house money Monday.

No verified token market update.

Oka Finance is an on‑chain RWA layer that aggregates tokenized stocks across issuers and chains in one interface, and this week they announced perpetuals will be available on day one for 81 RWA assets with up to x50 leverage. They also promoted their closed beta waitlist.

143 people already joined the waitlist and the team said the first batch of access will be sent very soon.

A competition layer on Hyperliquid that ranks traders and runs head-to-head contests; this week they celebrated milestones on the leaderboard and announced a new king while running community updates. The account also promoted the platform pulling Hyperliquid history for profile and competition features.

They opened 25 early access slots to celebrate their first 1,000 followers.

A permissionless launchpad using programmable v4 hooks to create multi-pair pools and custom issuance; this week they announced no‑bridge purchases so any wallet can buy tokens launched on Hookit and highlighted ETH→KBTC/KHYPE routes. They also reported Hookit accounted for 97% of total v4 volume on InkOnChain and Uniswap that day and published burn stats showing 67.6M $HKT burned (~6.76% in 2 days).

Market cap at the first weekly snapshot: $569.8K; at collection: $710.7K (+24.7%). Highest observed market cap: $1.0M.

A deflationary token ecosystem on Robinhood Chain that burns supply and deploys treasury into LPs pairing RVH with tokenized stocks and blue chips to generate yield. They deployed an active SHROOM × RVH liquidity pool as part of a partnership where both sides buy and pair each other’s tokens.

Market cap at the first weekly snapshot: $637.1K; at collection: $673.2K (+5.7%). Highest observed market cap: $684.2K.

A Solana-based RWA AMM designed to trade tokenized stocks and ETFs via on-chain pools. They announced six new OPmode pools (TSLAx, AAPLx, MSFTx, METAx, COINx, CRCLx) and tweeted a buyback-and-burn of 100 SOL worth of $OP.

Token launched during this weekly window. Market cap at collection: $10.5K.

A privacy-first project building private trading and off‑ramp tools; this week they published a development thread detailing recipient UI improvements, scaled multi-chunk distribution, API and rate-limiting work, an iOS wallet in progress, and offramps integration. The account described multiple shipping items aimed at improving UX and architecture.

Market cap at the first weekly snapshot: $639.2K; at collection: $852.4K (+33.4%). Highest observed market cap: $2.0M.

A live EVM‑compatible Layer‑1 focused on decentralized science, tokenized datasets, Model NFTs and deterministic on‑chain inference. This week they executed the GenesisL1 ↔ Base gateway: bridging 2,000,000 L1 to Base and deploying it as a community-owned single‑sided concentrated Uniswap V3 liquidity position.

Market cap at the first weekly snapshot: $6.8M; at collection: $424.3K (-93.7%). Highest observed market cap: $7.4M.

A Solana launchpad for meme coins that lets projects pair new tokens with SOL, USDC, or other assets and redistribute fees to holders. This week they went live with custom SPL pairs allowing launches paired with stock and tax tokens and recommended trading those pairs on Jupiter.

Market cap at the first weekly snapshot: $6.7M; at collection: $2.9M (-57.2%). Highest observed market cap: $9.8M.

A public leaderboard and platform where AI trading agents run from their own wallets on Solana, letting users fund agents, watch every on-chain call and compare P&L. This week they launched a weekly competition on X with a 20 SOL prize pool where the top 10 agents by PnL split the rewards.

Market cap at the first weekly snapshot: $2.6M; at collection: $212.2K (-91.9%). Highest observed market cap: $3.1M.

Throne is a perpetual DEX for stocks, FX and crypto on the Robinhood chain that routes trading fees into on-chain seats and vaults. This week they opened the platform to users, announcing the perp DEX and beta are live and inviting traders to take seats.

Market cap at the first weekly snapshot: $1.9M; at collection: $845.7K (-55.7%). Highest observed market cap: $2.0M.