Altcoin Buzz

RECORD! Venice just burned 21,657 VVV, its BIGGEST monthly burn yet. That’s about 10% MORE than October. Every paid signup also triggers an automatic VVV buy and burn, $2 to $10 per plan. API usage burns $5 for every $100 spent. But Venice still mints about 167,000 VVV a month for stakers. This burn covers only about an EIGHTH of that. $VVV trades around $21.50. Revenue vs emissions. The race is ON!

Midnight’s Ledger 9 upgrade is LIVE on mainnet. Private asset AND stablecoin transfers are now possible. It also adds new smart contract features and a rebuilt proving stack. Midnight is the privacy chain built in the Cardano ecosystem. midnight-3:native jumped 15%. Privacy just got a Cardano upgrade!

WOW! ICP is UP 9% today, one of the top gainers in the top 100. - Spot volume jumped OVER 137%. - Futures volume jumped OVER 127%. - Open interest rose only 5%. - Real buying, very little new leverage. $ICP still sits OVER 99% below its all-time high. Spot-led pumps are the ones worth watching!

“RIDICULOUSLY UNDERVALUED!” That’s Pavel Durov on Gram. He says it belongs in the TOP 3. Telegram users created OVER 700,000 Gram wallets in just 48 HOURS. Every wallet switches ON the moment someone receives Gram. But the Gram explorer shows only 207,412 Telegram wallets actually holding a balance. the-open-network:native is UP over 9% today at the time of writing. It’s still DOWN about 85% from its 2024 high. Top 3 needs users who STAY!

FEAR & GREED IS AT 26. These 4 coins didn't get the memo. Midnight upgraded its mainnet to Ledger 9 last week, adding contract-to-contract calls. Hoskinson calls it Cardano's BIGGEST project. midnight-3:native is UP 14.5%. ICP's Cloud Engines enter commercial release THIS WEEK. Businesses can run their own private cloud on ICP instead of AWS or Google Cloud. $ICP is UP 9%. LayerZero's Zero mainnet goes live November 30. 75% of ATLAS trading fees will buy and burn ZRO. $ZRO is UP 8.5%. Fetch.ai just launched business agents that customer AIs can find and buy from. $FET is UP 7.2%, but still DOWN over 30% this month. Hype is out! Shipping is in!

WOW! solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 CAN now distribute LIVE NYSE stock and ETF data. That covers all 5 NYSE Group exchanges. It comes just weeks after Pyth added Nasdaq’s feed. Pyth’s ARR hit $13.67 MILLION in October. Wall Street’s data is onchain. The chart hasn’t noticed!

SUI Group holds OVER 109 MILLION SUI. That’s about $98 MILLION worth at $0.90. Its market cap was only $83 MILLION on November 2. Wall Street is valuing it at 0.72x the SUI it holds. $SUI buyers pay FULL price. SUIG shareholders get it at a DISCOUNT!

MASSIVE! Chainlink now streams prices for OVER $40 TRILLION of Asian stocks. China, Japan, South Korea, Taiwan and Hong Kong. TSMC, Tencent, Samsung, SK Hynix and BYD are all onchain. Already live on Jupiter, Lighter and Predict.fun. $LINK is still 79% below its all-time high. The adoption is running WAY ahead of the price!

Ondo is now the WORLD’S largest tokenization platform. OVER $4 BILLION in tokenized assets. #1 out of 203 platforms tracked by RWA xyz. 484 real-world assets. OVER 565,000 holders. OVER 430 tokenized US stocks and ETFs, worth OVER $900 MILLION. $ONDO runs the platform holding about 10% of ALL non-stablecoin tokenized value. The RWA crown has a new king!

ICP IS COMING FOR AWS! DFINITY is moving Cloud Engines into commercial release THIS week. The goal is to run full-stack apps, enterprise databases and websites onchain instead of on AWS or Google Cloud. Early-access passes are already going out to enterprise developers. Pakistan is building a national chat app on ICP aimed at OVER 100 MILLION users. And ICP is now a connector inside Claude. $ICP is sitting near $2.30, close to its record low. The world computer is shipping. The price is asleep!

HEDERA IS BUSIER THAN EVER! Hedera processed OVER 20 MILLION transactions in the last month, a new record. Daily peaks went OVER 800,000 transactions. Canary's spot HBAR ETF pulled in $2.73 MILLION on Nov 4 while other altcoin ETFs bled. But the v0.79 testnet upgrade got cancelled with no new date. hedera-hashgraph:native is DOWN 28% in a month, sitting near $0.067. Record usage. Bargain-bin price!

Moody's just ran a testnet pilot sending credit ratings across multiple blockchains with Chainlink CCIP. Aave is using Chainlink 24/7 to price tokenized collateral outside market hours. And Schwab opened LINK trading to US clients on Nov 9. The adoption is stacking up.

The 40M TPS $SUI does is not for humans... It's for the AI agent economy.

BIG WEEK FOR CARDANO! Midnight's Ledger 9 upgrade is now LIVE on mainnet. Cardano also joined the Cosmos IBC interoperability push, with the Cardano Foundation backing IBC's move to the Linux Foundation. But whales aren't buying it.... yet Wallets holding 10 to 100 MILLION ADA dumped about 50 MILLION coins since November 4. Smaller wallets scooped up 20 MILLION. The builders are shipping. The whales are selling?

HYPERLIQUID NEVER STOPS BUYING! Hyperliquid made $68.88 MILLION in revenue over the last 30 days. 97% to 99% of its fees go straight into HYPE buybacks. $2.72 MILLION came in on Nov 5 alone. The Assistance Fund now holds 48.7 MILLION $HYPE. Real revenue! Real buybacks!

NEAR JUST VOTED TO CUT ITS OWN INFLATION! 99.96% of votes backed cutting ethereum:0x85f17cf997934a597031b2e18a9ab6ebd4b9f6a4 's max annual issuance from 2.5% to 1.6%. That's a 36% CUT, phased in over 24 months. About 11.8 MILLION fewer NEAR get printed over two years. Validators still have to adopt the upgrade before it takes effect. Meanwhile, NEAR Intents just had its BEST revenue month ever. OVER $2.4 MILLION in revenue from $3.9 BILLION in volume. More revenue! Less supply!

HUGE! $1,000 in QNT in Sept 2018 is worth $170,000 today. That's 170x. At the Sept 2021 top of $428, that same $1,000 was worth $379,000. In Sept 2026 alone, QNT went from $61 to $286. That's UP 368% in ONE month. There will only EVER be 14.88 MILLION QNT. 12.07 MILLION are already circulating. $QNT trades at $190 today. Only XRP turned $1K into more on this chart, and it had a 5 year head start. Fixed supply wins! Patience pays!

IT'S LIVE! Schwab manages over $13 TRILLION in client assets. And now Charles Schwab now lets clients trade LINK, AVAX and SOL. Every trade carries a 0.75% fee. $LINK, $AVAX and $SOL are now one click away for millions of brokerage clients!

HUGE! 15 Projects spent a record $638 MILLION on buybacks through August 2026. 13 of them have beaten BTC this year. Hyperliquid sends OVER 95% of its revenue into HYPE buybacks. hyperliquid:native is UP over 200%. PumpFun puts 50% of its revenue into buying and burning PUMP. $PUMP is UP over 120%. Lido's automated buyback hasn't bought back a single LDO token yet. ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32 is DOWN over 35%. DAO Tokens are out! Projects with Revenue, Buybacks and Burn are in!

NEAR's DeFi TVL is up 31% in a year while the biggest chains lost 37% to 49%. $NEAR TVL went from $129M on Nov 9, 2025 to $169M today, per DefiLlama. Over the same 12 months $ETH fell 41%, $SOL 49% and $BNB Chain 37%. Base grew 22%. Tron finished flat. The catch is size and momentum. NEAR's $169M is tiny next to Ethereum's $41.8B, and it's down 24% from the $221M it hit in early October. Is NEAR's TVL growth real demand, or a small base doing the heavy lifting?