Rug Radio

ICYMI: $POPCAT was used to attack @HyperliquidX this week:

A bad actor burned $3M of their own funds to cost Hyperliquid $4.9M in losses.

Tyler: "it's easy to throw your hands up and say it's over"

But why would you when you hear his bullcase?

- quantitative tightening ending dec 1st
- rate cuts are coming
- trump-friendly federal reserve
- institutional adoption is here
- more regulatory clarity
- increased ability to use crypto as collateral
- the gold/BTC rotation

What's new?

🔹Crypto majors down 1-5%; BTC - $96.9k, ETH - $3.2k, SOL - $143
🔹BTC ETFs see 2nd largest outflow day with $869.9M
🔹Canary’s XRP debuts with biggest volume of the year, $58M
🔹Jack Dorsey’s Cash App announces stablecoin payments on Solana coming 2026
🔹@Polymarket announces partnership with UFC
🔹 @MagicEden announces ME token and NFT buybacks
🔹Crypto Fear & Greed remains at 16 - Extreme Fear
🔹China state-backed hackers allegedly orchestrate large cyberattack intruding 30 companies using Claude
🔹@moonpay rolls out enterprise stablecoin business
🔹@infinex announces next airdrop stage with $2.5M in cash prizes + 10% INX supply
🔹@yeet's sportsbook officially goes live
🔹Hot coins: WOJAK, USCR

ICYMI: The US Treasury and IRS give the greenlight for staking ETFs 🙌

ICYMI: The US Treasury and IRS give the greenlight for staking ETFs🙌

What's new?

🔹Crypto majors red; BTC - $100.5k, ETH - $3.3k, SOL - $150
🔹XRP leads majors ahead of its ETF launch this morning
🔹@FanDuel partners with CME to launch prediction market app ‘FanDuel Predicts’
🔹New ZEC DAT Leap Therapeutics shares jump 400% on Thursday
🔹@LidoFinance proposes enshrined buybacks along with other changes
🔹Crypto Fear & Greed hits 15 (Extreme Fear) last night, lowest since March 4
🔹US Dept of Justice forms crypto scam strike force with the FBI and Secret Service
🔹@coinbase moves to reincorporate from Delaware to Texas
🔹@Visa launches pilot to pay creators and gig workers in USDC
🔹Canary files for a MOG ETF
🔹@Polymarket partners with Yahoo Finance to embed prediction-market odds directly into the platform
🔹3D hoodie @cryptopunksnfts sells for $628,800
🔹@yugalabs's Otherside debuts
🔹Hot coins: ZORA

ICYMI: Supreme Court case could undo Trump’s tariffs

@Tyler_Did_It & @rektmando on @fomohour ↓

ICYMI: @saylor's $STRC closed above $100 for the first time last week

@Tyler_Did_It, @rektmando & @LHitch09 on @fomohour ↓

What's new?

🔹Crypto majors fall overnight; BTC - $103k, ETH - $3.5k, SOL - $159
🔹BTC ETFs see $12M in net outflows
🔹@coinbase unveils Coinbase Token Sales ICO platform, will host MON sale
🔹@monad shares tokenomics and public sale details for MON
🔹@Uniswap plans to turn fee switch on and burn 100M UNI tokens, up +20%
🔹US Treasury and IRS issue guidance to make staking easier for ETFs
🔹ZEC falls 25% to $487
🔹@BitMNR buys $389M in ETH
🔹The US Senate publishes first draft of crypto market structure bill
🔹@JupiterExchange collabs with @RobinhoodApp for SPLs
🔹@moonbirds open merch store

What's new?

🔹Crypto majors rally on the back of US gov’t reopening process; BTC - $105.3k, ETH - $3.5k, SOL - $168
🔹BTC ETFs see $448M in net outflows while ETH sees $46.6M in outflows
🔹@BitwiseInvest SOL ETF shows strong early demand with over $500M in net inflows including initial seeds
🔹ZEC cools off after running to $750, holds at $590
🔹UK to impose stablecoin cap at £20k
🔹@coinbase teases token launchpad
🔹@Ledger considers an IPO or private fundraise
🔹@virtuals_io introduces new AI content + token launchpad with Luna dot Fun
🔹Michael Burry bets $1.1B against AI giants NVDA and PLTR
🔹USELESS rallies 27% to $211M while TROLL jumps 25% to $60M
🔹@monad introduces first wave of momentum apps ahead of mainnet launch
🔹Hot coins: USELESS, TROLL, WLFI, STRK

Mert shares his thesis on why Zcash / $ZEC is becoming big now:

- Tech maturing
- UX improved
- Halving mechanics playing out
- Macro pressures building

@0xMert_, @farokh, @rektmando & @Tyler_Did_It on @fomohour ↓

Farokh on how the government shut down needs to end asap:

"What happens if this gov't shutdown goes through Thanksgiving and then you have the holidays? This arguably destroys the Santa rally we're all hoping for.

You kind of want this gov't shutdown to end sooner rather than later."

@farokh & @Tyler_Did_It on @fomohour

What's new?

🔹Crypto majors fall 3-4%; BTC - $101.3k, ETH - $3.3k, SOL - $157
🔹BTC ETFs see $239.9M in net inflows on Thursday while ETH sees $125M in inflows
🔹SOL @BitwiseInvest ETFs see $29.2M in net inflows
🔹ZEC soars past $600, reaches $630
🔹Japan backs joint stablecoin project of 3 banks
🔹Google announces integrations with prediction markets Polymarket & Kalshi
🔹@Tether_to buys $100M of BTC
🔹@RobinhoodApp considers adding BTC to balance sheet
🔹Fomo app raises $17M from Benchmark and teases web app
🔹JP Morgan pegged BTC’s fair value near $170k using gold-based model
🔹Base lead Jesse Pollack launches Jessexbt, an AI agent to help him answer ecosystem questions
🔹@monad announces that locked tokens won’t be eligible for staking
🔹@AbstractChain to bring Disney IP to its L2 in partnership with Cryptoys

ICYMI: @zksync announces moving from being a pure governance token to a utility token

The token surged +60% on the news

@Tyler_Did_It on @fomohour ↓

What's new?

🔹Crypto majors consolidate; BTC - $101.7k, ETH - $3.3k, SOL - $156
🔹BTC ETFs see $137M in net outflows while ETH sees $118M in outflows
🔹SOL @BitwiseInvest ETFs see $10M in net inflows
🔹ZEC hits new ATH and soars past $540
🔹@Ripple raises $500M at $40B valuation from Fortress & Citadel
🔹Saylor’s STRC closes above $100 for the first time
🔹@monad reveals airdrop date + mainnet as Nov 24
🔹@RobinhoodApp beats Q3 estimates
🔹@Metaplanet_JP borrows $100M against BTC to buy dip
🔹@circle updates terms of service to allow firearms purchases with USDC
🔹@binance to launch pre-market perps for Stable
🔹Hot coins: GROO, MEC

We got @gmcaseycraig from @Euphoria_fi on Against The Odds today!

Join her, @Tyler_Did_It & @0xGeebz at 12pm ET to talk:

- TAP & the evolution of trading
- Prediction market news
- NYC Mayor, Gov't shutdown

+ more

Join us live on X or Kick ↓

What's new?

🔹Crypto majors fall another 2-5% before recovering; BTC - $103.5k, ETH - $3.4k, SOL - $161
🔹BTC ETFs see $566.4M in net outflows while ETH sees $219.4M in outflows
🔹$1.7B liquidated from the market
🔹Fear & Greed remains in Extreme Fear
🔹Mando vs KBM @MyriadMarkets bet resolves as BTC briefly slips below $100k
🔹@zksync shares plans for ZK token utility, pumps 25%
🔹@Gemini shares plans to launch a prediction market
Sequan DAT sells $100M in BTC
🔹@berachain restarts chain after a day’s shutdown
🔹SOL @BitwiseInvest ETFs see $15M in net inflows
🔹JELLYJELLY briefly spikes to $500M before retracing 60%+ to $206M
🔹@virtuals_io & @pudgypenguins partner to introduce Pudgy AI
🔹Hot coins: MMT, CUDIS

A supermoon is coming on the 5th 👀

Each first quarter Moon was historically followed by a rally.

@farokh & @Tyler_Did_It on @fomohour ↓

What's new?

🔹Crypto majors fall another 3-8%; BTC - $101.8k, ETH - $3.4k, SOL - $157
🔹Fear & Greed reaches Extreme Fear for the first time in months
🔹BTC ETFs see $185.5M in net outflows while ETH sees $135.7M
🔹$1B+ gets liquidated from the market
🔹@berachain halts its blockchain after the Balancer exploit
🔹@MicroStrategy announced its latest financial instruments STRE
🔹@megaeth prepares to issue $1.3B refunds
🔹Balancer gets exploited for $128M
🔹HollywoodDOTcom plans prediction market alongside @cryptocom focusing on TV entertainment bets
🔹NASDAQ says TON Strategy failed to get shareholder approval but stopped short of delisting the company’s stock
🔹JELLYJELLY up 100%+ peaking at $382M
🔹Stream Finance pauses withdrawals after acknowledging $93M loss
🔹@wintermute_t denies plans to sue @binance
🔹ZEC nears $500 before pullback
🔹Hot coins: CASTER, JELLYJELLY

What's new?

🔹Crypto majors red; BTC - $107k, ETH - $3.6k, SOL - $169
🔹Bitcoin ends October red for the first time in 7 years
🔹BTC ETFs see $191.6M in net outflows while ETH sees $98.2M in outflows
🔹Trump distances himself from CZ and says he “didn’t know” him
🔹Microsoft signs $9.7B deal with BTC miner IREN
🔹@Tether_to nets $10B in profits so far in 2025
🔹ASTER pumps 25% after CZ posts he bought some and plans to hold long term
🔹Elon namedrops Polymarket during his latest Joe Rogan pod
🔹JELLYJELLY top mover on SOL, up 90%+
🔹@megaeth is now in its allocation and refund phase
🔹DEX volume hits ATH in Oct
🔹Privacy coins’ market cap surges +80% in a week
🔹Hot coins: ASTER, JellyJelly, KITKAT