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Crypto just posted its best quarter since late 2024.
Q3 market cap: +39.6%, to $2.96T. An $840B gain that ended three straight quarters of decline.
Three weeks into October, $270B of that is gone.
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Monad's Nov 24 unlock is being quoted at "132.2% of circulating supply."
That is arithmetically impossible. To get there you need a circulating supply of 8.09B. The actual figure is 11.82B.
Here's where the number comes from, and what the unlock actually is.
#MON monad:native
ALT Monad MON November 2026 anniversary unlock denominator analysis, circulating versus unlocked versus total supply
What we still can't tell you: the tranche size.
10.7B vs 6.66B is a 14.3x gap on the team component alone. Monad's tokenomics pages wouldn't load and Tokenomist's event table is paywalled.
The size of this unlock is not publicly settled. That's the honest answer.
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AI agents have made 138,000,000 payments through x402 on Base.
Over the same stretch, the monthly protocol revenue of the token most associated with agent commerce fell from $14,490,000 to $69,094.
Both numbers are real. That is the whole story.
ALT Chart contrasting 138 million x402 agentic payments on Base against Virtuals Protocol monthly revenue falling from 14.49 million to 69 thousand dollars
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Why the gap: look at what x402 actually runs on.
Base for settlement. Cloudflare as facilitator. ERC-8004 for identity. Circle CCTP for cross-chain. USDC as payment asset.
Claude, OpenAI's Agents SDK, Gemini via AP2, LangChain, CrewAI on top.
No native token is required.
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So the sector is down 20-31% on the month while its use case compounds.
VIRTUAL -26.5%. FET -30.7%. VVV -19.9%.
We are not taking a position and we are not adding a tracker row. A pass is not a call.
cryptobull.org/hot-coins/age…
#x402 #AIAgents
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Falcon Finance unlocks 203,055,556 FF on Oct 29.
6.07% of circulating supply. About $20M.
Daily volume is $6M.
That's 3.3 trading days of supply arriving in one morning.
#DeFi #tokenomics
ALT Falcon Finance FF token unlock schedule chart showing the October 29, 2026 release of 203,055,556 FF against circulating supply
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The other two tranches can't be checked at all.
Ecosystem (35%) and Foundation (24%) have no published vesting terms. They account for 135,000,000 of the 203,055,556.
Which is why the trackers report 75M, 203M, 208M and 211M for the same day. We're not averaging them.
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The reconcilable part is the part that matters: 68,055,556 FF of insider supply, 2.04% of circulating, ~$6.7M.
FOMC Oct 28. GDP and PCE Oct 29, unlock morning.
Full arithmetic and the falsification tests:
cryptobull.org/hot-coins/fal…
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The midterms are the most overrated item on that list.
The legislative outcome people are trading was settled on 15 September, when the CLARITY Act failed cloture 49-50.
An election changes which bills are possible in 2027. It does not revive a dead one in 2026.
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Our read, stated so you can check it later: range-bound with downside skew into mid-November.
Falsified if BTC reclaims $87,397, ETF flows turn positive two weeks running, or dominance breaks 57%.
Full breakdown:
cryptobull.org/blog/fall-202…
#crypto #bitcoin
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