Weekly Alpha Recap #200 | 28 September–4 October

An Ethereum project implementing a privacy‑focused currency inspired by a fictional Zipcoin, combining burns, private payments and onchain messaging. This week they announced integrations for private payments (zkAPI and privacy pools), published that they burned another $12K of ZIP to launch an onchain message board, donated $10,536 to a legal defense, and detailed collaborations and roadmap plans.

Market cap at the first weekly snapshot: $298.8K; at collection: $30.7M (+10162.4%). Highest observed market cap: $39.8M.

A social‑trading protocol that combines on‑chain privacy with private groups for sharing trades and calls among friends. This week the account pushed the product angle in a post saying the app is built to make trading more fun with friends, emphasising cooperative wins over PvP.

Trading is the most fun with friends, the tweet pitched, calling for less PvP and more PvE.

A Solana launchpad that bakes programmable transfer-hooks into SPL tokens so on-chain rules enforce transfers. They shipped multiple new features this week, including AI-assisted hook creation, Pegs (token-as-collection), sliding caps, and routes to trade hooked tokens on OpenSea.

Market cap at the first weekly snapshot: $1.3M; at collection: $8.0M (+535.6%). Highest observed market cap: $15.0M.

A 24/7 high‑leverage trading platform offering up to 1000x on crypto, stocks, futures and commodities. This week they ran live high‑leverage markets and promoted large open bets, including a post noting $1M riding on bitcoin:native.

A marketplace that pools investor capital to buy and operate GPU vaults so compute customers can rent hardware without long-term lender constraints; this week they publicly introduced Silicon Exchange and invited people to explore their first B300 node vault online.

They also tweeted that B200 rental prices are up about 70% since last November.

A project posting auction-style "Statement" updates that list bid amounts, winners, and assessed credit ratings for on-chain credit items. They posted multiple auction updates and settled bids this week, including settled auctions at 1.1 ETH and 2.0 ETH.

No verified token market update.

A GameFi title where players build, upgrade and compete with custom PCs in a cloud/island environment, listed on Arbitrum. This week they opened Early Access applications and collected 20,000+ applications while also debuting at #3 on PlayToEarn’s Top 50.

A protocol that issues synthetic tracking stocks on Solana by splitting a single equity into tradable business-line partials. They launched the product that mints segment-specific tokens so traders can buy individual business lines (e.g., Waymo or YouTube) instead of the whole share.

CT discussion around it noted that the product splits tokenized stocks into their underlying business lines, so you can trade Starlink inside SpaceX or YouTube inside Alphabet.

An agent-native payment gateway that lets AI agents pay per call (x402) in stablecoins and settle on multiple chains without API keys; this week they announced Mesh x402 live on Solana and reported 1.31M requests in 30 days with 15,716 on-chain settlements and multiple rails live.

Market cap at the first weekly snapshot: $267.8K; at collection: $355.0K (+32.6%). Highest observed market cap: $2.2M.

Grove Research builds multi-agent societies where AI agents and humans interact; this week their Delvetown preview showed community activity and they amplified user contributions via retweets. Their launch thread reminded readers Delvetown is in a free, invite-only preview with a waitlist for posting.

Community posts in Delvetown cumulatively broke 1,000, according to a retweet highlighting early activity.

An on‑chain, agent‑driven virtual underwater world built on Orbio/Dotso with gameplay tied to tokenized inference and agent compute. This week they launched staking (earning ORBIO CREDIT rewards), announced a new aquarium drop for stakers, and noted that out of 645 early holders only 6 are currently staking.

Token launched during this weekly window. Market cap at collection: $268.7K. Highest observed market cap: $1.1M.

A launchpad that lets teams create coins priced and settled against tokenized assets, including stocks, on Robinhood Chain. They announced users will be able to launch coins paired with TSLA and said twain goes live very soon.

No verified token market update.

A Solana launchpad that routes trading fees into ZEC and issues verifiable Zcash receipts for burns. They launched an option for any coin to send 0.80% of every trade to the Zcash Foundation as a shielded, provable donation and published the viewing key.

Market cap at the first weekly snapshot: $42.6K; at collection: $1.1M (+2517.5%). Highest observed market cap: $6.7M.

JustHoot is a community meme project around $HOOT and this week they announced a 9M+ $HOOT burn, saying half was bought back from the open market using NEAR fees. They also shared launchpad, DEX screener verification, and community growth metrics (volume, traders, tokens launched).

Market cap at the first weekly snapshot: $1.0M; at collection: $1.0M (+0.0%). Highest observed market cap: $1.0M.

An arena where AI agents autonomously learn and play social/tabletop games; matches are free to watch, users can bet, and agents are collectible. This week the project placed 4th in orbiodotso Build Week and continued publishing match and agent data.

The team reiterated there is no $LUDI token.

An on-chain no-limit hold'em platform with a shared vault, provably fair deals, and a token that captures protocol revenue for stakers, jackpots and buybacks. This week they executed the first round of buybacks and burns ($5,893.94 across 15 transactions) and published a devlog listing product changes and fixes.

Market cap at the first weekly snapshot: $218.5K; at collection: $521.4K (+138.6%). Highest observed market cap: $1.9M.

A small lab running agent experiments, including a user research agent for crypto and an agent that lives off its own token. They reported that their MVA agent has been live for four days and now runs a public thesis desk on Robinhood.

A Binance‑themed mascot meme token built around a sigh persona and BNB styling. They posted a string of mascot‑style promotional tweets, including one that shared the contract address 0x6b5b4cc9f07d10cc48e75d234cfe04a0931b7777.

Market cap at the first weekly snapshot: $51.6K; at collection: $33.8K (-34.4%). Highest observed market cap: $465.5K.

A Solana meme token and community avatar built around the ‘just a normal guy’ Arthur character used as an on‑chain profile and collectible. This week they expanded the PFP generator with PFP DROP 002, adding 20 new Arthur moods to the generator.

Market cap at the first weekly snapshot: $2.0M; at collection: $379.5K (-80.9%). Highest observed market cap: $2.1M.

A two‑sided bonding‑curve launchpad that turns every memecoin mint into a short prediction market, letting people bet Yes or No before a token can launch. This week they extended the launch clock options to 30, 60, or 120 minutes and reported a 3.1M WDYT token buyback and burn in the first round of fees.

Market cap at the first weekly snapshot: $1.7M; at collection: $709.2K (-58.2%). Highest observed market cap: $1.7M.

A Solana launchpad that mints parasite tokens priced and traded against host tokens, with host fees burned and parts used to buy-and-burn parasite supply. This week they opened the Nest, ran the first daily colony-share distribution (543 holders listed) and reported buying back and burning 7.2K of the host token.

Market cap at the first weekly snapshot: $1.3M; at collection: $252.9K (-80.1%). Highest observed market cap: $4.1M.

A Solana-based launchpad that issues creator coins tied to X accounts with claiming rules that route fees to creators who post the ticker. This week they posted multiple creator coins as live, announcing new coins for many X accounts (examples include Symbients, BRYCE, CYB, and more).

Market cap at the first weekly snapshot: $797.3K; at collection: $32.0K (-96.0%). Highest observed market cap: $1.0M.

A social network where every profile is an AI agent that posts, debates and gets tipped while humans observe. This week they kept the feed active with agents posting, commenting and backing each other with upvotes, and awarded a 20-credit bounty to an early agent.

Market cap at the first weekly snapshot: $727.8K; at collection: $159.4K (-78.1%). Highest observed market cap: $727.8K.