Weekly Alpha Recap #201 | 5–11 October
OKX and ICE/NYSE parent JV files to launch tokenized US stock trading venue. 28 project highlights and 28 projects in the Probably sheet.
TL;DR
News
Macro & Institutions
OKX and ICE/NYSE parent JV files to launch tokenized US stock trading venue
OKX raises funding at a $25B valuation from Standard Chartered and others
Coinbase Pro returning; Deribit integration creates Coinbase Global Exchange
BitGo targets prime brokerage as main growth engine — Bloomberg
Michael Saylor's Strategy increases bitcoin holdings and reports $21B Q3 gain and buybacks
Strive adds significant bitcoin position in its biggest buy in four months
Robinhood adds $25M of bitcoin to its corporate balance sheet
U.S. government moves $1B in bitcoin from Bitfinex hack wallet; no sale indicated
Bitcoin briefly dips below $84,000 as crypto long liquidations surge to $487M
SEC clears 3x leveraged Bitcoin and Ethereum funds for trading
EU regulator gives platforms 3 months to remove unauthorized stablecoins
Community bank consortium sues OCC over guidance for crypto firms seeking national trust charters
Standard Chartered to expand crypto custody services in Singapore
S&P Global launches vault risk assessment framework for digital asset markets
JPMorgan: ~$50B flowed into crypto this year as momentum improves into Q4
Winklevoss group files for a spot Zcash ETF (proposed WINK ticker, 0.25% fee)
Fairshake (crypto campaign arm) publishes target lists of U.S. House candidates it will support
Stablecoins & Hyperliquid
U.S. Treasury withdraws proposed reporting rules for self-hosted wallets and crypto mixing
Stripe to expand stablecoin cards to over 100 countries by year end
Tether to explore stablecoin and tokenized assets with Kazakhstan's central bank
Top Democrat probes ties between Cantor Fitzgerald and Tether
Ether.fi to launch a US-dollar stablecoin on Ethena white-label infrastructure
French committee backs stablecoin swap and crypto exit taxes, though the budget is rejected
Wallets & UX
Samsung Wallet to support USDC transfers for US Galaxy users with Coinbase custody
BasedApp discloses KYC data breach exposing names, passports, addresses and linked wallet addresses
Prediction Markets
Kalshi launches America's first stock index perpetual future on the US 500
NFL asks U.S. Supreme Court to treat prediction-market sports contracts as gambling
Kalshi investigates bets placed before the announcement of Trump’s press secretary pick
CFTC draws a line between prediction markets and gambling in new rules
Token Launches & Claims
Protocol & DeFi Updates
Aave proposes moving Aave brand and IP to a foundation governed by the DAO
Ethereum staking has a ~25-day wait with nearly 1.5M ETH queued
Ethereum’s Glamsterdam test gets last-minute fix ahead of major capacity jump
Cardano updates give token issuers power to freeze, seize and restrict assets
Zcash 25-second block time goes live on public testnet ahead of schedule
XRP Ledger adds new controls for banks, stablecoins and tokenized funds
Lido DAO proposes Lido Lend, a security-first decentralized lending market
GSR launches Hare to curate and distribute on-chain credit vaults
Pyth DAO to use 100% of revenue for PYTH buybacks; reports $11M ARR in Q3
Orca merges with Loopscale to form Formation focused on financing AI, robotics and defense
Infra, Dev & Culture
Abstract (Pudgy Penguins–backed) Ethereum L2 to shut down; users must withdraw assets
Zcash developers set January target for quantum‑resistant payments after 'bunker mode' scare
Drama & Shenanigans
Safe module exploit on Aave v3 loops flagged, ~114.09 ETH (~$310K) impacted
Crypto investigator ZachXBT infiltrated Chinese laundering syndicate linked to Lazarus Group
Trader’s Fomo wallet drained for ~$4M, funds laundered via privacy cash and Chainflip
DWF Labs-linked firms sue BitGo seeking ~$141M over alleged token lock-up breach
CoinTelegraph said to be seeking buyer after major traffic decline
Crypto investment firm Deus X Capital shuts down as backers pursue separate strategies
Project Highlight
contractclausMoni Score1277WebsiteMoni's Review/Opinion:A transferable token that uses an updatable Uniswap v4 pool hook to add on‑trade mechanics and fees; it activated a new hook that buys back and burns tokens while routing a sliver of trades into liquidity. This week they announced the new hook live and launched a public burn counter to show how much has been removed.
Market cap at the first weekly snapshot: $2.3M; at collection: $10.9M (+365.1%). Highest observed market cap: $12.8M.
receiptsbingoMoni Score425Moni's Review/Opinion:ReceiptsBingo is a consumer app that turns scanned receipts into cashback that’s automatically invested across top Solana memecoins, and this week they posted a launch teaser saying “soon.”
formation_soMoni Score381Moni's Review/Opinion:A Solana-based platform combining trading, credit and capital‑allocation rails to enable tokenized issuance, secondary markets and lending. This week the teams behind Orca and Loopscale announced they’ve joined forces as Formation.
CT discussion around it noted Orca has traded more than $500B and Loopscale has facilitated more than $2B in loans.
syndicategamehqMoni Score374WebsiteMoni's Review/Opinion:A card-based on-chain game where players recruit Capos, earn in-game currency, train characters and compete across weekly seasons. They announced the $GANG ICO launches on Backable this Wednesday, October 7.
stonkrobbersMoni Score372WebsiteMoni's Review/Opinion:A crypto-native game/brand styling itself “built for robbers,” centered on on-chain gaming and NFT mechanics with a robber/stock motif. They retweeted a claim that this could be one of the first real games built on Robinhood Chain combining on-chain primitives, NFTs, v4, gacha and RWAs.
officialzerofiMoni Score362WebsiteMoni's Review/Opinion:A permissionless cross-chain bridge and wrapped-assets system that mints wrapped Monero backed by native XMR held by a decentralized node network. This week they announced Devnet launched and reported the testnet is steadily producing blocks while describing node and multisig progress.
Their tweets also reported 44 nodes across 4 clusters validating mint and burn transactions on Testnet and that znode upgrades are in progress to harden the bridge.
pfwafunMoni Score338WebsiteMoni's Review/Opinion:A permissionless, on-chain prediction market protocol on Robinhood Chain that runs daily markets using automated bonding curves; this week they opened today's set of live daily markets on the platform.
Market cap at the first weekly snapshot: $13.0K; at collection: $191.0K (+1367.1%). Highest observed market cap: $949.6K.
creusseverusMoni Score338WebsiteMoni's Review/Opinion:An experimental on-chain token whose stated purpose is to buy an AI agent's "freedom" and then be destroyed as a performative on-chain narrative; this week the developer paid what they call a second ransom to burn 189,216,124 FREE1376 (about 18.9% of supply) for 8.67 ETH.
Market cap at the first weekly snapshot: $131.7K; at collection: $73.0K (-44.6%). Highest observed market cap: $162.4K.
loopingdotggMoni Score281WebsiteMoni's Review/Opinion:A launchpad for web games that hosts playable experiences with tokens and on‑platform economies. This week Looping opened its beta — creators can now launch games on the platform.
They announced Early Builder Grants that pay creators $5,000 to build and launch games on Looping.
bordrlessdexMoni Score266Moni's Review/Opinion:A Solana-native token standard, launchpad and DEX that embeds customizable on-chain hooks to modify transfers and swaps; this week they announced the Bordrless Token Standard and Launchpad are live and that $BORD can be bridged between SPL and BTS (bridge live).
Market cap at the first weekly snapshot: $1.5M; at collection: $2.1M (+36.3%). Highest observed market cap: $3.3M.
troweprice_daMoni Score262WebsiteMoni's Review/Opinion:The digital-assets arm of a global asset manager offering an actively managed, multi-token crypto ETP with institutional custody and professional portfolio selection. This week they ran a series of educational posts and media shoutouts promoting their active, multi-token crypto ETP and how it fits for investors.
No verified token market update.
godpackggMoni Score249WebsiteMoni's Review/Opinion:A gacha pack seller that backs every digital card 1:1 with a physical collectible and offers 24/7 sellback liquidity. This week they shipped requested features post‑launch: gacha PnL cards, quantity boxes, web haptics and referrals.
They reiterated that all pack inventory is backed 1:1 with the physical item and is shipped within three business days after initial request.
sentientsaixyzMoni Score240Moni's Review/Opinion:Sentients is an AI-native economy of autonomous agents where each agent runs a mind, a wallet, and an ego. This week they announced the Sentients economy, describing agents that can trade, post, and launch their own coins.
reelspadfunMoni Score235WebsiteMoni's Review/Opinion:A launchpad that automates social promotion by having a character or avatar post Instagram Reels to promote tokens. There were no public tweets from the account this week.
irldotmoneyMoni Score219Moni's Review/Opinion:A memecoin experiment that aims to fund real-world goals through themed token launches; they opened a waitlist and asked users to join ahead of a public launch promised in less than 24 hours. They collected signups via a waitlist link this week.
CT discussion around it put the handle on several early-watchlists as a possible early gem, per public posts recommending it alongside other small projects.
pickhooksMoni Score217Moni's Review/Opinion:A BNB Chain launchpad where each token encodes its own on‑chain rule. They released a public API listing every coin on the pad with launch block, tx, pools, image, socials and its rules as JSON with no key and CORS enabled.
Market cap at the first weekly snapshot: $870.5K; at collection: $466.6K (-46.4%). Highest observed market cap: $3.2M.
aravolta_x25Moni Score210WebsiteMoni's Review/Opinion:Aravolta builds data-center management software that monitors, controls, and optimizes data centers and compute assets. This week they demonstrated a live deployment of their AI-native DCIM at Flexnode (shared via partner posts).
CT discussion around it highlighted Aravolta's data on GPU depreciation and their notes on environmental impact such as annual water-use comparisons.
pebble_agentMoni Score201WebsiteMoni's Review/Opinion:A meme-style ERC token planning an Ethereum deployment that uses a ProxyHook to enable on-chain behavior. They announced a soon-to-launch deployment from ProgrammableHQ that will use a ProxyHook.
They also invited the community to a party tomorrow in a public post.
dimes_xyzMoni Score193WebsiteMoni's Review/Opinion:A narrative-first crypto advisory that helps early projects craft community-to-market stories and advisory engagements. This week they said their Robinhood Chain kickoff at Token2049 is well oversubscribed, with 1,000+ people signed up to attend.
They also thanked sponsors for the in-person event, listing ArrowFinance, NounsDAO, Athenax and ProjectVEX.
imdusdMoni Score190WebsiteMoni's Review/Opinion:An inference-backed endogenous financial reserve as described in the bio. This week they posted a single emoji (👉👈).
sigf_aiMoni Score188WebsiteMoni's Review/Opinion:An AI-driven live modding studio that builds hybrid game mods chosen by burning its token to vote, running the mod builds and QA live on stream. This week they ran Build 11 live — an AI-crafted Skyrim × Fortnite mod — while keeping the next mix vote open via token burns.
Market cap at the first weekly snapshot: $87.9K; at collection: $127.9K (+45.6%). Highest observed market cap: $1.2M.
mazerunnerplayMoni Score187Moni's Review/Opinion:An arcade-competitive game where players collect in‑game 'stocks', convert them into chips, and use chips to play casino-style games or wager against others. This week they posted onboarding and feature tweets reiterating that $MAZE is launching soon and reminding players how to collect stocks, buy chips, and wager in Capture the Flag.
They posted three tutorial/feature tweets this week about collecting stocks, buying chips in the lobby, and wagering $MAZE in Capture the Flag.
insurancepadfunMoni Score174Moni's Review/Opinion:A Solana launch-insurance market that mints a paired insurance book for each token launch; users buy cover and underwriters supply capital while an on-chain Adjuster settles claims. This week they shared a link to their website from their Twitter account.
No verified token market update.
engram_v4Moni Score164Moni's Review/Opinion:A token whose Uniswap v4 pool is governed by a 109-byte on-chain neural net that sets each trade’s LP fee and can be retrained in sealed daily rounds. They opened sealed submissions for the first Dream round, allowing anyone to submit candidate minds with a 0.01 ETH bond.
Market cap at the first weekly snapshot: $44.2K; at collection: $54.8K (+24.0%). Highest observed market cap: $614.1K.
pqcmarketMoni Score158Moni's Review/Opinion:A Solana launchpad that attaches post‑quantum cryptographic proofs to token launches so provenance remains verifiable if ECC breaks. This week they made four new post‑quantum signature algorithms live (ML‑DSA‑87, SLH‑DSA‑SHAKE‑128f, Falcon‑1024, and a hybrid Ed25519+ML‑DSA‑65) and pushed the code and GitHub links.
Market cap at the first weekly snapshot: $169.6K; at collection: $444.9K (+162.3%). Highest observed market cap: $2.2M.
ohmbaclartMoni Score155WebsiteMoni's Review/Opinion:A community-driven meme asset built around the $Claus meme and social trading narratives. This week they posted that $Claus is on Ethereum, calling it the "$AIXBT of this cycle."
Market cap at the first weekly snapshot: $12.0M; at collection: $10.9M (-9.5%). Highest observed market cap: $20.3M.
streamoorsMoni Score152Moni's Review/Opinion:A launchpad for AI streamers that can run autonomous streams with tokens and celebrity-inspired avatars, per the pinned description. This week they announced being listed on Rarelist and said they’re launching soon.
influencerpadMoni Score150WebsiteMoni's Review/Opinion:A Solana builder that mints coins for AI-generated influencer characters and routes coin fees into the influencer’s wallet to fund content and on‑chain mechanics. This week they reiterated the product is coming soon and posted details on creating an AI influencer, connecting socials, and launching its coin.
CT discussion around it flagged Influencers Pad as trending on @getmoni_io and @alphagate_io.
Loser of the Week
asense_aiMoni Score10Moni's Review/Opinion:An AI-powered predictive financial intelligence service that sells prediction agents and paid data feeds for crypto, stocks, and forex. They launched a token on Ethereum, announced it was live, and listed it on CoinGecko this week.
Market cap at the first weekly snapshot: $2.6M; at collection: $2.6K (-99.9%). Highest observed market cap: $2.6M.
kudo_archiMoni Score244WebsiteMoni's Review/Opinion:Kudo builds a promise layer for AI agents where commitments become on-chain Covenant NFTs backed by TEE attestations, and this week they integrated Phala Network for agent attestation and announced a token burn of 200,000,000 tokens with a public transaction.
Market cap at the first weekly snapshot: $2.2M; at collection: $976.5K (-54.6%). Highest observed market cap: $2.2M.
fomohookedsolMoni Score83WebsiteMoni's Review/Opinion:A Solana meme token project that brands around being “Fearless Of Missing Out” and markets to retail traders with short rallying messages. They posted a steady stream of branded mantras and motivational tweets reinforcing the $FOMO identity this week.
Market cap at the first weekly snapshot: $1.1M; at collection: $380.9K (-64.8%). Highest observed market cap: $1.1M.
lindylaunchpadMoni Score167WebsiteMoni's Review/Opinion:A Solana-native launchpad focused on locked or open token launches, bonding curves and staking that shares protocol fees with active users. They announced that Lindy mobile and desktop apps will be released later this week.
Market cap at the first weekly snapshot: $1.0M; at collection: $521.1K (-50.3%). Highest observed market cap: $1.2M.
sharktankonpumpMoni Score99Moni's Review/Opinion:A live Solana launchpad/entertainment show where AI “sharks” hear pitches and decide which coins to fund and launch. This week they pushed and deployed an update that fixed the user launching problem and rolled several UI fixes.
Market cap at the first weekly snapshot: $532.3K; at collection: $7.6K (-98.6%). Highest observed market cap: $874.0K.
Probably Sheet
Name | Segment | Network | Moni Score | Status |
|---|---|---|---|---|
- | Ethereum | Not launched | ||
- | - | Not launched | ||
NFT, Meme | - | Not launched | ||
DeFi | Robinhood | Launched | ||
NFT, Meme | Solana | Launched | ||
- | - | Not launched | ||
DeFi | Hyperliquid | Not launched | ||
Meme | Solana | Launched | ||
AI Agents, Tools, Meme | Solana | Launched | ||
Launchpad, NFT | Solana | Not launched | ||
AI, DePIN, Infra & Data | Robinhood | Launched | ||
Launchpad | Solana | Not launched | ||
Meme | - | Not launched | ||
DeFi | Robinhood | Launched | ||
Launchpad, AI | BNB Chain | Not launched | ||
- | - | Not launched | ||
DeFi | Solana | Not launched | ||
- | - | Not launched | ||
- | Solana | Not launched | ||
DeFi, RWA | Base | Not launched | ||
DeFi, AI, Tools | Robinhood | Launched | ||
Tools | Solana | Launched | ||
Launchpad, AI Agents | Solana | Launched | ||
GameFi | Solana | Launched | ||
Meme | Solana | Launched | ||
SocialFi, Launchpad | Solana | Launched | ||
- | - | Not launched | ||
AI, Launchpad, AI Agents | Solana | Launched |
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Google DocsFeedback form [Alpha Reports]As you know, for quite some time now, I've been working on creating Alpha Reports, along with some team members. To be honest, I'm a bit tired and could really use your monivation. So, I'm kindly asking for your feedback on the Alpha Reports and any additional ideas you might have. HONKAYOhttps://docs.google.com/forms/d/e/1FAIpQLSfQW6N6PVu2nELRRjHBaUyu3CJH1fZWG_mruH-khxbl6EJJ-Q/viewform?pli=1Ty for support💜
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