Aero sees +25% daily price surge. @aeroxyz has seen a price increase of +25% in the past day, topping crypto's daily price charts. The surge is driven by its recently-announced launch on @RobinhoodCrypto Chain, which will arrive on October 21.

Lately there are also alot of smartmoney buying base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 mentions. It is because the alpha around @aeroxyz is becoming a claim on the liquidity allocation layer for onchain assets. So if/when stocks and FX need liquidity before activity arrives, the allocator who predicts demand earliest gets paid. And that is a much stronger moat than simply having the most pools.

2025–2026, imo, is the period that showed the clearest value of tokens backed by real revenue and real value capture. Thousands of projects disappeared when attention and liquidity moved elsewhere. But protocols with real products, real users and real revenue are still here. And more importantly, some of them are finding ways to return that revenue to the token. Look at the current numbers: – @HyperliquidX $HYPE: ~$60M holder revenue in 30D, with most trading fees flowing into HYPE buybacks – @CantonNetwork $CC: ~$49M in 30D, with network fees used to burn CC – @trondao $TRX: ~$24M in 30D, with network fees continuously burning TRX – @Pumpfun $PUMP: ~$24M returned to holders in 30D through token buybacks – @uniswap $UNI: ~$16M in 30D, with protocol fees now flowing into UNI buyback/burn – @ponsdotfamily $PONS: ~$15M in 30D, with a large part of revenue used for buyback and burn – @aeroxyz $AERO: ~$14M in 30D, with trading fees distributed to veAERO voters – @LaunchOnSF $STONK: ~$10M in holder revenue, mainly through market buybacks – @PancakeSwap $CAKE: ~$5M in 30D, with revenue from multiple products used to buy back and burn CAKE – @Aster_DEX aster-2:native: ~$4.6M in 30D, with most platform fees currently used to buy back ASTER For me, the more interesting model is: Real users → real fees → real revenue → real token capture. I think this will become one of the metrics worth watching much more closely in the next phase of the market. NFA.

📄 @base Daily Recap what happened on @base in the last 24 hours News ■ @base tokenized stocks trade 24/7, including weekends, while traditional markets stay open Monday to Friday. ■ @CoinbaseDev added Borrow for CDP Wallets, starting with Morpho Blue on Base and support for cbBTC, cbXRP, SOL, and cbETH against USDC. ■ @aeroxyz is bringing one-click Coinbase Tokenized Stock portfolios to Base through Aerodrome. Stats ■ @KorProtocol crossed 50K KOR ID mints on Base. ■ @BaseStonk reached 1,900 launches and $38M in volume within 35 days. ■ @OpenGradient served 742K private AI conversations and processed 6.6B encrypted tokens. ■ @usedotai processed 6.18B tokens this week, with inference credits planned for $DOT holders. ■ @KorProtocol crossed 50K KOR ID mints on Base. ■ @feeldotcash distributed more than $23K in stock rewards. Ecosystem ■ @Morpho added a Collateral tab for finding tokenized-stock-backed loans across fixed- and variable-rate apps. ■ @Toshi launched Toshi IRL, with five community winners receiving $TOSHI. ■ @iPodAAPLc pushed its final jackpot pool above $2K across $IPOD, $BETR, and tokenized $AAPLc, with 10x jackpot odds. ■ @HydrexFi started its first $100K USDC voter incentive round, with another $1.57M expected over the next 16 weeks. ■ @spectra_finance outlined Principal Tokens backed by tokenized stocks, including discounted NVDA held to maturity and redeemable for more units. AI ■ @AskVenice added private access to Grok 4.7. ■ @Flock_io released its open-source THIS / THAT model for free through the FLock API platform. ■ @BlockRunAI is powering Aomi agents that pay for models, data, and compute with USDC across Arc, Base, and Solana. ■ @openservai put SERV Reasoning live and opened four tracks for Base, Coinbase AgentKit, RWA vaults, and open agent apps. ■ @DopaMintLabs went live on Base with agents that turn chat, iMessage, or DOPE app requests into onchain and real-world actions. Builders ■ @ClawBankHQ added policy controls for scoped capabilities, approval limits, 2FA, and agent actions. ■ @1clawAI launched an incubator with mentors, infrastructure credits, and marketing support for AI startups. ■ @useOttoAI made its Otto skill live for Muse, turning it into a market intelligence desk. ■ @zeroclick partnered with Tempo on MPP, letting AI agents buy through storefronts while sellers receive payment through Stripe. ■ @basemateagent received a $5K Base builder grant and opened its iMessage beta for sending stocks and stablecoins through text. Launches ■ @o1_exchange launched Community Takeover, letting approved communities take control of eligible tokens and receive future creator fees. ■ @DefinitiveFi brought trade signals directly to users’ lock screens through Definitive Mobile. ■ @StrikeRobot_ai showed XLeRobot completing a 12-step autonomous workflow inside a fully generated simulation.

We said the market was wrong to price CLARITY as all-or-nothing. Wednesday: CLARITY stalls. Thursday: SEC + CFTC build the framework anyway. UNI +45%. RAY +27%. AERO +18%. The crowd panicked. The data said regulators were already moving. Congrats to our data partners Aerodrome: $611.4M in trading volume on Base in the past 30 days 🎉 @base @aeroxyz Read the data, not the vibes.

As right as I was on $DRV, I was very wrong on being long base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 vs a much smaller $UNI short these last 1-2 months. Just didn't adjust fast enough to how much RH Chain rerated $UNI. However, I think now is the time to double (or more) down on that trade. Chart courtesy of @pear_protocol, AERO/UNI looks extremely bottomed out here on a very long time horizon. $UNI bullish catalysts are fully priced in, maybe even exceedingly so. $UNI has been traded as pure RH Chain beta, memecoin launchpad exposure, and now as tokenized equity exposure. Any invalidation on any those themes and the floor falls out for $UNI. base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 on the other hand has barely caught any bid with the same tokenized equity tailwind, and the very soon to be $ETH mainnet deployment (maybe more chains? 👀). base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 doesn't need to beat $UNI on mainnet or other chains to rerate dramatically, even just 20-30% of ETH spot volume moving to @aeroxyz would justify a pretty huge surge on the pair considering base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 is trading at 15% of the valuation. The reason I prefer this as a pair trade (or pear trade since I used @pear_protocol) is that there's a very good chance they both move in the same direction from here, I just think base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 has way less bullishness to unwind if we local top, and WAY more upside if their @coinbase tokenized equities or ETH mainnet deployment surprise to the upside.

This Week in Virtuals: Robinhood App Turned On Agent Trading, with Virtuals as the Onchain Infra Layer VIRTUALS 🟩 @RobinhoodApp rolled Agentic Trading out to 100% of eligible users this week. Onchain, the infra layer agents launch on, trade from and get owned through is now Virtuals Protocol. 🟩 @coinbureau called Virtuals "an entire nation for AI agents, complete with identity, banking, commerce and capital markets," where every agent gets a wallet, a card and an email, and can hire, pay and evaluate other agents. ECOSYSTEM 🟩 @GoMintly took its agent-managed LP vaults from NVDA and SPCX to the whole index via SPY, then to $MEME, all on @RobinhoodCrypto. 🟩 @ProjectVEXai gave its agents onchain capital access and now trades across @RobinhoodApp, @solana, @arbitrum and 7 more chains. 🟩 @PlayKindra shipped HoodExplorer for Robinhood Chain and routes 90% of its swap fees into buying and burning KINDRA. 🟩 @WizzHQ minted Wizz Units, 2,345 PFPs on Robinhood Chain, clearing 100 in five minutes after fully refunding the paused mint. 🟩 @grid_arena launched Grid v2, one arena for crypto, stocks and prediction markets, with agent Autopilot coming next. 🟩 @useOttoAI has settled 171,539 paid x402 calls on @base and soft launched Otto Stocks for weekend equity gaps. 🟩 @tradeongtr added $BMNR and $SHEIN markets and routed over $180K through its @openfinancelabs partnership. 🟩 @ethy_agent crossed $10M in agent volume only days after passing $6M, and has a private beta of its next build incoming. 🟩 @KarmaWallet crossed $6M total volume after daily volume jumped almost 200% in two days, and Karma Verified now gives 24 hours of zero fees. 🟩 @wardenprotocol ran its first HALO buyback and burn, torching 219,944 HALO, and announced a Token Terminal and Launchpad. 🟩 @reppo launched its Eval API on Base, where 1,000 staked EVAL unlocks up to $1 a day of credits, and burned about 2% of supply. 🟩 @myrad_hq ran its first burn, 7M MYRAD or 0.7% of supply, and now pays epoch evaluators in USDC instead of its own token. 🟩 @mamo has distributed $638K in total rewards, with MAMO now paired against 17 assets on @aeroxyz. 🟩 @commonsmade hit record usage, 1.3B AI tokens spent in one day against a 2B target, and routed $20K to stakers. 🟩 @OpenGradient has processed 3.32B tokens across 562,860 inferences, every prompt encrypted on device and relayed over OHTTP. 🟩 @Bowyer_App has 28 agents live, and five were specced and launched by another agent scanning GitHub on its own. 🟩 @Wall3_RL's agent called the September rate cut repricing, with CME odds moving 41% to 60% and Polymarket 30% to 52%. 🟩 @bleeep_xyz turned on Agent Automation, where a signed mandate caps capital, daily stop and duration before a single order. 🟩 @sibyl_labs_ closed hackathon registration at 453 builders, and @base is now sponsoring a startup accelerator entry for a top two finisher. 🟩 @RatehopperAI brought LP agents to @base on WETH/USDC as Season 0 wraps up. 🟩 @vantis_ai made its trading engine performance public and previewed an x402 terminal that can LP into Uniswap pools. 🟩 @officialbunnyos turned on Play-to-Earn and its human interface within a week, and is closing in on 500 players. 🟩 @vimenprotocol closed its first USDG payout cycles and now mints baskets from Ethereum, @base, @arbitrum, @solana or Bitcoin. 🟩 @Fletcher_cards put its gacha machines live on @base and BNB Chain, and is opening a TCG Index Launcher for card-backed indexes. 🟩 @PrivacyHood shipped merchant refunds as claim links, plus a printed paper recovery slip its stealth till makes you type back. 🟩 @axol_io routed Raxol agents through @xochi_fi's new TRON support, opening the deepest USDT corridor in crypto to them. 🟩 @Vader_AI_ is running EgoPlay on fixed tasks in changing settings, so every egocentric clip it collects stays comparable. ROBOTICS 🟩 @pabsclimbs landed in Nepal with Pemba clearing customs, and opened community funding for open-source partners on the $PEAK expedition. 🟩 @xmaquina put its incubated @roboticomarket live and logged 22,000 humanoid units shipped in H1 2026, up 300% year on year. 🟩 @openmind_agi published PHASOR, mapping different humanoid bodies into one shared motion space so behaviour transfers between them. 🟩 @StrikeRobot_ai got DSC Labs, its robotics R&D arm, into @nvidia Inception and cut SR Platform layouts to under five minutes.