7 FIGs Software Engineer || Alpha is usually undervalued •• rigelcrypt@gmail.com •
Joined April 2009
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Elysium is quickly turning into the fast app layer that the Hyperliquid ecosystem has been missing.
Kinetiq's chain went live on November 9 as an Arbitrum Orbit L2 that settles to HyperEVM, with HYPE as its gas token and 100ms block times. It did $90M in volume and 9M transactions in its first 12 hours, and Markets.xyz, HyperHaul, OpenSea and Bitget Wallet were all live from day one.
But the more interesting part is how value flows back. Half of all sequencer revenue goes to $KNTQ buybacks and burns, so every trade, mint and game session on @Enter_Elysium feeds straight into the token. On top of that, @Official_Upbit and @BithumbOfficial listed HYPE against the Korean won on November 10, which adds a fresh source of demand for the gas token itself.
The real test is what happens after launch week. Right now there are more launchpads than actual projects, and NFT floors are still low. If builders keep shipping and the volume holds, Elysium could end up being one of the cleanest ways to get exposure to Hyperliquid's growth.
Tokenized stocks are no longer a question of whether people want them, but of which chain becomes the place where they actually trade.
Over the weekend of November 7 to 8, while traditional markets were closed, @base cleared $170M in onchain stock volume, ahead of Solana at $149M and Robinhood Chain at $64M. Solana's tokenized equities have also hit a record $1.28B, and Formation Securities has filed with the SEC to run a venue for trading real US stocks on Solana, with voting and dividend rights intact.
But volume alone won't decide this race. @RobinhoodCrypto is betting on distribution and automation, with AI agents on its chain already providing liquidity for Stock Tokens and perps and options planned on top. Solana is betting on regulated issuance and deep DeFi liquidity, while Base leans on Coinbase's user base.
The winner will probably be the chain that makes a tokenized share useful beyond trading it, whether that means borrowing against it, using it as collateral or earning on it around the clock. Nobody has fully cracked that yet, and that's where I think the real opportunity sits.
Rigel retweeted
Clipping is here 🎬
Grab your favorite moment from any video, add your take, and post it without leaving X.
Creators: every clip credits your original video and links back to it, so new viewers can find your work and keep watching.
Clippers: you now have an easy, native way to share moments from your favorite creators directly on X.
The best part? Both the original creator and the clipper can earn from views on the clip through Original Content Rewards.
Everyone wins when great moments travel. Clipping is one more step toward making X the best place to create, grow and earn.
Rigel retweeted
If I had $500k in crypto now, I would:
1. Go full-time crypto. Move somewhere cheap. One year to make it.
2. No BTC, no ETH, no SOL, no HYPE.
3. No memecoins. No directional leverage.
4. Allocate $250k to a delta-neutral strategy between @tradexyz and @metricxyz.
-> Short equity perps trading at a premium on tradexyz, buy the matching tokenized equities on metricxyz.
One strategy, three potential airdrops: HL S3 + tradexyz + metricxyz.
5. Allocate $50k to prediction markets on HIP-4. Market make tradfi outcomes. If options launch, be ready to arb them against a broker from day one.
6. Deposit and loop $200k of sUSDe on Aave.
-> Deposit sUSDe, borrow USDC, swap into more sUSDe. Use the net yield and some of the principal to cover living expenses.
Rotate into @acier, an upcoming lending protocol, when it's live.
7. Build AI apps on @flop_labs during testnet.
-> Vibe code your own apps. Use free testnet inference to get your first users and position yourself for the FLOP agent airdrop.
The goal: stay consistent and optimistic while positioning myself for potentially huge airdrops.
One year. Locked in.
Rigel retweeted
Distribution is one of the strongest moats a crypto project can have.
To use your channels well, map them first and plan what each one will do.
@shannholmberg from our team mapped 24 distribution channels that crypto projects can act on.
Read the full breakdown below ↓
Solana's DEXs briefly cleared 208M trades in one week this Sep, more than the NYSE's 189M.
Here is where the comparison breaks.
→ $PUMP printed ~118M of those 208M trades, about 57%
→ By dollar volume around 1/5 of Solana's ~$46B in DEX volume
→ Memecoins made up around 30% of Solana's DEX volume in Q3
→ 31.5% of Solana's tokenised equity volume Sep 1 to Oct 11 came from meme-stock
So mapping this 1:1 onto US exchange activity breaks down once you look at dollars.
Solana's DEX volume is still below 1% of either the NYSE or Nasdaq.
Tokenised assets are what I expect to close that gap.
Source: Fidelity Digital Assets, via Solana
Rigel retweeted
I’d build ChainWitness on @RomeProtocol .
Imagine tracking an NFT’s journey across Ethereum and Solana in one place. An EVM contract records its history, while a Solana program adds new activity. Rome lets both sides contribute to the same app state.
One history, instead of two disconnected timelines. Would you use it?
arena.mainnet.romeprotocol.x…
🤝 Paid partnership
Rigel retweeted
if i could build one app on @RomeProtocol, i'd make a co op dungeon game where metamask and phantom players have to work together to beat the same boss
here's the fun part
one player could use an evm wallet to trigger an attack while another uses phantom to activate a solana native item that changes the fight
both actions would interact with the same game state
the solidity contract would handle the game logic and call solana programs to verify or consume native items as part of the transaction
no separate game for each wallet type, no disconnected inventories
i like this idea because it gives both communities a reason to play together instead of competing over which ecosystem they belong to
rome makes this kind of application possible by bringing evm execution and solana programs into the same environment
two wallets, one dungeon, one shared adventure
that's what i'd love to build
Rigel retweeted
A staking leaderboard can tell you exactly where you rank and still hide half the competition. That is how I read @GenLayer’s Pre-Mainnet Staking.
The visible race is Staking Points. Every GEN committed earns 1 point per day, and when the mainnet snapshot arrives, your share of the total points determines your share of the Foundation-backed validator seats. So if 5,000 GEN sits there for 30 days, that is 150,000 Staking Points.
But the leaderboard only measures capital over time. There is a second race happening off to the side: can you actually operate the validator you are competing to become? A qualifying node has to run on Clarke for at least 30 days. If you are aiming for multiple seats, you need the corresponding nodes running too. The points can tell the Foundation how much of the allocation you earned. They cannot prove that you are ready to operate it.
That split is what makes the programme interesting. Capital determines how much of the bench you are competing for. Operations determine whether you are ready to sit on it.
Even the airdrop fits into the first half of that system. Unclaimed GEN already counts as staked from THE DAY and keeps accumulating points while locked. But no amount of accumulated points replaces the node requirement.
So I would not read the leaderboard as “who is winning.” I would read it as one half of a qualification process where the other half is actual node operation.
For people already running Clarke nodes, which is the harder constraint in practice: accumulating enough point share or keeping enough qualifying nodes live for the full 30-day window?
Rigel retweeted
Primus has been attracting attention, but one metric I think deserves just as much attention is the revenue coming from actual network activity.
Looking at the figures reported by DefiLlama, fees have been moving upward:
→ September 2026: $954
→ October 2026: $4,134
→ Last 30 days: $4,576, of which $915.51 went to @primus_labs.
That’s roughly 4.3 times September’s fees, following 13 months without a monthly total above $2.1K.
The distribution is another interesting detail. Around 80% of October’s fees, approximately $3.31K, went to attestor node operators, while the remaining 20%, about $827.14, went to Primus. This allocation has reportedly remained consistent across previous months.
However, the network is still at an early staging stage.
Fees are settling on Base mainnet, but node participation remains restricted to authorized operators. Staking is not live, there is no active governance or penalty mechanism, and operating a node is expected to require 10,000 PRIM.
That makes the current revenue split interesting, but its sustainability is yet to be demonstrated in an open network with broader participation.
The bigger question for me is what happens when staking becomes available.
Can an 80% operator revenue share attract enough independent node operators, or will Primus first need to grow its fee generation?
That’s the next development I’ll be watching.
Everyone on the timeline is tired, Bitcoin slipped under $74K, and half of CT is asking if crypto is dead again.
Meanwhile, Coinbase just got a full federal trust bank charter, and PNC, a bank with over $600B in assets, is piloting USDC payments that settle straight into dollars for its clients.
Retail is exhausted while the banks are quietly moving in, and I've seen this setup enough times to know which side I'd rather be paying attention to.
$AAVE has ~$30B in deposits and only $12.3B+ in active loans. That is a 41% utilisation rate.
Fixed-rate lending is still one of the biggest missing pieces in DeFi, and buying Avon's fixed-rate markets and order book goes straight at it.
Aave DAO's upcoming licensing deal would unlock a much bigger revenue base, and any onchain fixed income activity would help deepen Aave's revenue streams.
The plan is clearly on the right track. It needs to be more like traditional finance. Predictable rates are what RWA and tokenized stock borrowers actually need.
Source: TokenLogic, 9 Nov 2026
Rigel retweeted
most people would be celebrating a 250x. radiobtw had other feelings.
he was playing on @1win and had already hit his “max cash out” before the multiplier landed.
imagine seeing 250x pop up and knowing you could've taken home more.
that “i'm lowkey sick” reaction says it all.
🤝 Paid partnership
you could be leaving free money on the table just by ignoring the @1win discord.
there's $100 up for grabs every week in the Chat to Earn competition, and your messages can earn you points.
here's how the rewards are split:
1st place: $30
2nd place: $20
3rd–10th place: $10 each
10 winners every week. all you have to do is stay active, join the conversations and keep an eye on your ranking.
don't sleep on this one, frens.
join here: discord.gg/1winfamily
Rigel retweeted
An AI trader can be brilliant and still be the wrong roommate for your wallet.
Watching @termix_ai explore quant agents on @BNBCHAIN, I'm less interested in the smartest strategy than in a duller question: what is this agent actually allowed to do?
TermiX describes a separate wallet per job, a trading cap, and a revocable session. Useful safeguards, but they aren't magic.
Imagine delegating $100. A dedicated wallet separates that risk from my main wallet, yet a bad strategy could still lose the $100. Revoking access doesn't reverse yesterday's trades either.
Before hiring, I'd inspect the permission scope, historical drawdowns, expiry rules, and whether restrictions are actually enforced, not just promised in a glossy description.
Autonomy without boundaries isn't innovation. It's giving a robot my house keys because it looked confident in a demo.
Check the permissions before checking the profit chart.
Would you trust an agent before seeing what it can actually control?An AI trader can be brilliant and still be the wrong roommate for your wallet.
Watching @termix_ai explore quant agents on @BNBCHAIN, I'm less interested in the smartest strategy than in a duller question: what is this agent actually allowed to do?
TermiX describes a separate wallet per job, a trading cap, and a revocable session. Useful safeguards, but they aren't magic.
Imagine delegating $100. A dedicated wallet separates that risk from my main wallet, yet a bad strategy could still lose the $100. Revoking access doesn't reverse yesterday's trades either.
Before hiring, I'd inspect the permission scope, historical drawdowns, expiry rules, and whether restrictions are actually enforced, not just promised in a glossy description.
Autonomy without boundaries isn't innovation. It's giving a robot my house keys because it looked confident in a demo.
Check the permissions before checking the profit chart.
Would you trust an agent before seeing what it can actually control?
Rigel retweeted
14 pedestrian crossings. 1 bounty. Settled on @base.
@vangrid_io wasn't just asking for random street footage.
The request specified curb ramps, tactile pads, button poles and 10 ft of surrounding context.
that's the detail i find interesting.
more captures ≠ better AI data.
the real value comes from knowing exactly WHAT to capture, then collecting it consistently across different locations.
14 crossings are a good start.
but can Vangrid maintain that quality across 14,000?
14 pedestrian crossings in Raleigh. One bounty, settled on @base.
Curb ramps, tactile pads, paint, button poles, 10 ft either side. Once by day, once under streetlights.
Filmed on phones. Settled this week.
Real question for the timeline.
@RobinhoodCrypto has the brand, @okx 's X Layer is adding tokenized stocks faster than anyone right now, and @solana has Backpack stocks you can actually borrow against on Kamino.
If you had to bet on one chain owning tokenized stocks by the end of 2027, which one are you picking and why?