Me and the boyz speedrunning our way to Kardashev II. @beffjezos gets it. Push civilizational acceleration forward with @projectspherexy PS//8U2GYW

Summary: You can apply for GTD (0.125 ETH, approx. 282 U). Avoid anything requiring more than 0.25 ETH for now. Cashmere has fully disclosed the token issuance rules: Total supply of $CSM is 666 million, generated via Barn (mining NFTs). Barns cannot currently be traded, and the launch date and blockchain have not been specified. The GTD application form will be released within one week.

Today’s largest is Solana: syQqkspvb2PRr1meJ5pJDmhgxwc4hUou2TMjjrTmeta, market cap of $3.16M On-Chain Project Daily Report | 11-01 | 3 Projects Launched 1. $CHOP @ChopLogsApp | RH | Volatility Mining Protocol | Market Cap: $1.53M 0x100765a16f42636bd84ee1e86bc5107b84bcdba3 2. Robinhood: 0xb7ff57631b97000d950236ef63bd463da5beba7e @rebatelaunch | RH | Token Launch Platform That Distributes Fees to Holders | Market Cap: $1.04M 0xb7ff57631b97000d950236ef63bd463da5beba7e 3. Solana: syQqkspvb2PRr1meJ5pJDmhgxwc4hUou2TMjjrTmeta @gangdotfun | BSC | Launchpad Exclusively for AI Agents | Market Cap: $3.16M 0x0c6302401aa5325c2e36f170f52c00b1d220b405 Official website and project Twitter in the comments section. DYOR

Today’s largest is Solana: syQqkspvb2PRr1meJ5pJDmhgxwc4hUou2TMjjrTmeta, market cap $6.81M On-Chain Project Daily Report | 10-28 | 3 Projects Launched 1. Solana: syQqkspvb2PRr1meJ5pJDmhgxwc4hUou2TMjjrTmeta @gangdotfun | BSC | Launchpad built specifically for AI Agents | Market Cap: $6.81M 0x0c6302401aa5325c2e36f170f52c00b1d220b405 2. Robinhood: 0x72be1277e198d0c476869253cb4e62807e14533c @RaetoCC | RH | Pays AI invocation fees with deposit interest | Market Cap: $1.57M 0x72be1277e198d0c476869253cb4e62807e14533c 3. Solana: 2gLhk8p2KvUFeUXur2hiF4hxjdRM1vBcbgo9Q7DMZfiw @useinversexyz | SOL | Long/short any SOL token | Market Cap: $480K 2gLhk8p2KvUFeUXur2hiF4hxjdRM1vBcbgo9Q7DMZfiw Official website and project Twitter in the comments section DYOR

Let me state a conclusion upfront: In the AI era, your personal data and user access points are more valuable than tokens. In a16z’s latest October consumer AI rankings, nearly half of Americans have tried AI, but only 25% use it daily. AI doesn’t lack users willing to try it—it lacks reasons for them to return every day. There’s still enormous untapped potential here. ChatGPT answers questions when you have them. But sleep, exercise, meals, shopping—these daily routines are where AI can truly become a高频 presence. General AI knows how the average person should sleep. Personal AI knows exactly when you went to bed last night, how your HRV changed, how many workouts you completed this week, and how much sleep debt you’ve accumulated. With this personal context, recommendations become genuinely yours. @sleepagotchi, developed by Gotchi Labs, is building exactly this: a multi-scenario consumer AI platform. With 600,000 registered users and 80,000 daily active users, it’s pre-installed on 500,000 Jambo phones and ranks as the #1 app on Solana Seeker. The first launched use case is Health & Wellness, centered around Sleepagotchi’s AI sleep coach. It already integrates data from WHOOP, Oura, Apple Watch, and CUDIS to deliver personalized sleep analysis and recovery recommendations. Why do I believe distribution is the scarcest resource in consumer AI? Model capabilities are now accessible to everyone. Two products using the same model face vastly different challenges—one starting from zero users, the other with hundreds of thousands already onboarded. The competition in consumer AI is increasingly resembling the early mobile internet era: it’s about access points, retention, data, and habit formation. Gotchi already holds an early lead in all these areas. Why is sleep the best entry point? It happens daily, generates naturally continuous data, is directly measurable via wearables, and is intrinsically linked to fitness, recovery, and overall health. By first accumulating long-term physiological data through sleep, you can then expand into fitness, shopping, productivity, and broader personal AI—each step becomes significantly easier than starting from scratch. These new use cases are currently in planning; sleep is the only one already operational. The role of $CHI here is equally clear: It serves as the universal access and engagement layer—connecting AI points, subscription benefits, partner services, and consumer interactions. When users simultaneously engage with AI assistants for sleep, fitness, and shopping, a unified $CHI system creates stronger network effects than each product operating its own isolated economy. The next step I’m most excited to see: Watching the users and data accumulated in sleep migrate into a second AI use case. If this transition succeeds, Gotchi will evolve from a single product into a true platform—and that’s precisely what makes it most worth studying today.

When I buy a coin now, the first question I ask is: Is there any connection between the money the project earns and the token I hold? After Hyperliquid, the market has started asking again the most fundamental question: Is this protocol actually profitable? And does the money it makes ultimately flow back to the token? The Ethereum address ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 from @ZIGFinance is the only project I’ve seen recently that can answer this question with real data. First, let’s look at what business it’s actually in: ZIG Markets operates real financial services: invoice financing, trade financing, cross-border payment financing, and private credit. Simply put, it connects businesses needing capital with individuals holding stablecoins seeking real yields—earning service fees in the middle. Now, how does the money flow back to the token? A portion of the revenue generated from these operations is used to buy back ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 on the open market. It has done this four times already: purchasing 1.04M, 1.13M, 1.85M, and 1.35M tokens respectively—totaling approximately 5.37 million tokens. The underlying business is growing stronger. Its current managed capital exceeds $100 million—up fivefold in just a few weeks. Zamanat, a $100 million private credit fund managed by ZIG Markets, is now being distributed by them. WLFI selected ZIG to deploy USD1 in its first use case: cross-border payment financing. Laser Digital, backed by Nomura and regulated in Dubai, has already invested in ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01. Here’s another interesting data point: ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 launched in April 2021 and has weathered an entire bull-bear cycle. According to the project’s own metrics, a daily DCA of $20 since launch has outperformed SOL, BTC, and ETH. The next line I’m watching most closely: Capital scale, revenue, and buybacks—all rising together. The bigger the business, the larger the buybacks. This is the beginning of a fundamental revaluation for ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01.

RH On-Chain Farming Game Robinhood: 0xea0071a8778fa02c12378e88868255e0e0952be6 Market Cap: $2.27M Daily On-Chain Project Report 10-26 | 2 Projects Launched On-Chain 1. Robinhood: 0xea0071a8778fa02c12378e88868255e0e0952be6 @farmingseasonio | RH | Pixel Art Farming Game | Market Cap: $2.27M 0xea0071a8778fa02c12378e88868255e0e0952be6 2. $LAUNCH @_LaunchX | SOL | Anti-Pump Meme Coin Launch Tool | Market Cap: $1.44M AhBidGAgv6QbKSWfrSCegGrzFLcBx4E5FNYTKHNQQj6C Official website and project Twitter in comments DYOR

Today’s largest is $CLAUDIA with a market cap of $3.28 million. Daily Report on New Projects | 10-25 | 3 Projects Launched On-Chain 1. Robinhood: 0xea0071a8778fa02c12378e88868255e0e0952be6 @farmingseasonio | RH | Pixel Farming Chain Game | Market Cap: $930,000 0xea0071a8778fa02c12378e88868255e0e0952be6 2. Solana: C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE @Hoookedpad | SOL | Transfer Hook Token Launch Platform | Market Cap: $1.41 million C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE 3. $CLAUDIA @claudia_popstar | SOL | AI Virtual Singer Fan Token | Market Cap: $3.28 million 2j5SaS7xy776qCBpyPQbZjyQSAtKiFgrwjfErthnW2ZM Official website and project Twitter in the comments. DYOR

General second-tier altcoin pump-and-dumps indicate that the market has truly reached its peak. The market over the next few days will likely create a golden opportunity.

Today’s largest is $CREORA with a market cap of $1.48 million. Daily Report on New Projects | 10-24 | 3 On-Chain Launches 1. $CREORA @creora_ai | RH | AI workspace focused on privacy | Market cap: $1.48 million 0xb11384a6ac2b3708e3d25a834c8a88687accbcd1 2. robinhood:0xea0071a8778fa02c12378e88868255e0e0952be6 @farmingseasonio | RH | Pixel-based farming blockchain game | Market cap: $490,000 0xea0071a8778fa02c12378e88868255e0e0952be6 3. solana:EJAxERvKU4kEVXn3NarjvRtgaMaJyP9ZuMeKA7JJpump @ChooTheRescue | SOL | Rescue Pitbull meme coin | Market cap: $1.11 million EJAxERvKU4kEVXn3NarjvRtgaMaJyP9ZuMeKA7JJpump Official websites and project Twitter handles in the comments. DYOR