NSA Intelligence · Weekly editionCrypto narratives on X, rankedPrice: 0 gwei · Not financial advice
by NSA Intelligence. Never sidelined again.

Voices / Week of Sep 28 – Oct 4

Who carried the week.

Accounts behind the most-engaged posts across the week's narratives. Accounts that showed up in several stories come first, then by total likes on those posts.

By NSA Intelligence · Report published

Archive

This is the report for the week of Sep 28 – Oct 4. It stays here as published.

Latest: week of Oct 25 – Oct 31 →
BA@bastiaan_eth5 top postssteady Traders Brace for Liquidity Sweeps as Bitcoin Consolidates Sidewayssteady Corporate Treasury Accumulation Projections Spark Narrative Around $ETH Supplysteady Tokenized Equities Surge on Solana as On-Chain Stock Holders Hit Record Highs+4 more694likes🤯 TOM LEE SAYS $BMNR COULD REACH $1500 PER SHARE IN THE FUTURE!👇 The mastermind of the largest $ETH treasury and his math: 🔷 $ETH at $22,000 = $BMNR at $500 Implied a mNAV (Current Sharecount) = 2.48 🔷 $ETH at $62,500 = $BMNR at $1,500 Implied a mNAV (Current Sharecount) =
RI@richardnhsu7 top postssteady Pons Previews Platform Redesign and Ponsifi Social Trading as HOOD Summit Spotlights Tokensteady CZ Dismisses Hyperliquid as Non-KYC Niche as Perp DEX Gains Volume on Binancesteady Rival DEX Advocates Benchmark Revenue and Multiples Against Uniswap+4 more329likesOne of my bull case for up-2:native even before I bought in is that it’ll get support from Robinhood. This is coming true as seen in the repost. Could even be featured in Day 2 of the Robinhood Summit. It’s one of the top holders-revenue producing protocols on the chain despit
UN@unvint5 top postsrising Polymarket CEO Teases Singapore Announcement, Reigniting $POLY Token Hyperising Sports Betting Slates Drive Surge in Polymarket Trading Activity and Growthpeaked Trump pushes renaming 'AI' to 'Super Intelligence,' sparking Polymarket resolutions and copycat memecoins+2 more187likesIf you don't love AI and think it could steal your job, then Polymarket got you. You can predict when OpenAI announced bankruptcy 20% chance they will announce by December 31, 2026 https://t.co/rg8asoaNKs https://t.co/THk9L0IeP4
FR@fredmartinezst6 top postssteady Evernorth Shareholders Approve Merger to Launch $XRPN Public XRP Treasurypeaked SEC Chair Paul Atkins says the agency's "work is not finished" and more crypto rule proposals are on the horizon — the one "Paul" in this week's feed that is actually a crypto storyfaded SEC's "Innovation Exemption" becomes the frame for a tokenized-equities boom as Jupiter, Uniswap and Robinhood get named — and Polymarket memes it with Dennis Rodman+1 more1KlikesOH YOU KNOW I'M LOCKED IN FOR THIS ONE. 👀🔥 "AN XRP FIRST." Not another rumor. Not another random account. Straight from UPHOLD. I've been rocking with Uphold and $XRP for YEARS, and when they start teasing something like THIS... YOU HAVE MY FULL ATTENTION. 🔐 LET'S. FUCKIN
GI@givenoxbt6 top postssteady Perp DEX Competitors Target Hyperliquid's Lead as Traders Exploit Cross-Venue Arbitragesteady Pons Previews Platform Redesign and Ponsifi Social Trading as HOOD Summit Spotlights Tokensteady Variational's $VAR TGE plan - 32% community allocation, fully unlocked - drives a week of points-farming and perp-DEX arbitrage talk+1 more614likesthe $VAR announcement is the most bullish thing i've seen since hyperliquid. and i don't say that lightly. 32% to the community. fully unlocked at TGE. but the biggest thing isn't the 32%. it's who it's going to. there's still no public API. no external market makers on omni.
SZ@szelesmarton2 top postssteady Crypto Community Converges on Singapore for TOKEN2049 and Satellite Ecosystem Eventssteady CZ Dismisses Hyperliquid as Non-KYC Niche as Perp DEX Gains Volume on Binancepeaked Google Releases Gemini 4 Argon, Surging to Top of Polymarket AI Leaderboards+1 more231likes🚨 3 days until Murad takes the stage at TOKEN2049 Singapore. This speech is going to pump #SPX6900 harder than a Robinhood or Binance listing. Please check your seatbelt and make sure it is securely fastened. https://t.co/vnaTEKNveP
ZU@zuesthekreator4 top postssteady CZ Dismisses Hyperliquid as Non-KYC Niche as Perp DEX Gains Volume on Binancesteady SUI Consolidates Between $1.10 and $1.25 as Traders Eye Basecamp Breakoutrising TOKEN2049 Singapore leads CT as accounts post travel plans, a Murad stage slot, a Cardano side-event thread and a Polymarket tease+1 more201likesChoose one: $SUI or $INJ ? $SUI: clean architecture, strong VC backing, growing DeFi ecosystem, fast finality, serious developer momentum $INJ : regulated RWA infrastructure, CFTC cleared futures, ETF in final stages, tokenized stocks trading 24/7, StockDrop rewarding holders/
CA@capy_onchain1 top postrising Polymarket CEO Teases Singapore Announcement, Reigniting $POLY Token Hypesteady Perp DEX Competitors Target Hyperliquid's Lead as Traders Exploit Cross-Venue Arbitragepeaked Coinbase Wallet Integrates Polymarket Prediction Markets+1 more134likes给中文圈的朋友分享一下，我目前最值得刷的 Perp 项目优先级榜单。 S+：Variational / Entropy / TxFlow S：Lighter / Arcus A：RISEx 这些项目在我眼里都很强。排名主要看的是：从现在开始投入时间和资金，哪里还有更大的空投倍数空间。 有些项目排得更高，只是因为我觉得它们的潜在回报更有吸引力。S 和 A 档同样有优秀的产品，也有值得期待的空投机会。 下面聊聊我的逻辑 1. @variational_io｜S+ 目前我心中的第一名，没有之一。 按我目前看到的数据，交易量和 OI 都已经稳定在
KH@khonshuarc6 top postssteady NEAR Intents Halts After $3.8M Exploit as Bitget Recovery Sparks Permissioned Chain Debatepeaked $LINK Hits $15 Target Before Pulling Back Amid Institutional Tailwindssteady SUI Consolidates Between $1.10 and $1.25 as Traders Eye Basecamp Breakout765likes$SUI ✍️🏻 In my previous post we saw an entire erase of the bull market from 5.80 to 0.65 Now we’re looking at the same chart but this time we’re looking for Phase 2 Now From 0.65 to where? That’s not the question you should be asking Because the chart itself is telling a sto
CR@cryptosailorjoe4 top postsemerging $SI Meme Token Surges on 'Super Intelligence' Narrative and Prediction Market Buzzsteady Traders Brace for Liquidity Sweeps as Bitcoin Consolidates Sidewayssteady Evernorth Shareholders Approve Merger to Launch $XRPN Public XRP Treasury671likesThe most underrated and undervalued project in the #crypto space is $Qubic. Most of #crypto is still people flipping empty tickets and calling it innovation. $Qubic is not that. It is already live. Already working. Already doing the stuff other projects only screenshot into
SE@senorpandahere4 top postssteady Perp DEX Competitors Target Hyperliquid's Lead as Traders Exploit Cross-Venue Arbitragesteady CZ Dismisses Hyperliquid as Non-KYC Niche as Perp DEX Gains Volume on Binancesteady Hyperliquid Community Highlights Founder Jeff Yan's Ethos and Public Appearances580likesA year ago when Jeff was asked why no VC’s were involved with Hyperliquid “So it really goes back to Satoshi, Bitcoin would not be Bitcoin if it had raised a series A” You need to think bigger We are witnessing the development of a unicorn company https://t.co/IY3nTBHy6r
ET@ethandefi_3 top postssteady Perp DEX Competitors Target Hyperliquid's Lead as Traders Exploit Cross-Venue Arbitragesteady Variational's $VAR TGE plan - 32% community allocation, fully unlocked - drives a week of points-farming and perp-DEX arbitrage talkfaded Jumper's $JUMP sale on Legion closes at $46M committed — 13.6x its $2M target — as Jumper starts charging swap and bridge fees544likesJumper started charging fees for swaps and bridging. If you swap/bridge large amounts of $, my advice is to use @matchametaxyz DEX aggregator from now on. Matcha Meta charges zero fees and only retains positive slippage. https://t.co/9wiMBtirgG
BY@bythegentleman3 top postsrising $PUMP Rally Highlights Solana Fee Dominance and Ignites Paired Meme Speculationsteady Pons Previews Platform Redesign and Ponsifi Social Trading as HOOD Summit Spotlights Tokenfaded Robinhood's HOOD Summit (Sept 29–30): $PONS on the big screen in the Robinhood Social demo — and a queue of Robinhood-chain tokens auditioning behind it445likes$PONS Is Coming For FOMO's Throne. The GitHub docs dropped right before HOOD Summit, and @MEADGod 's X profile is already showing up on the platform. Here's what's coming: > Live feed of onchain buys and sells > Wallet tracking and instant alerts > Verified PnL and trader lead
BO@bootzz4 top postssteady Traders Brace for Liquidity Sweeps as Bitcoin Consolidates Sidewayssteady Corporate Treasury Accumulation Projections Spark Narrative Around $ETH Supplypeaked Luca Netz wants to take Pudgy Penguins public — reported plan for a new-style IPO that ties in $PENGU and NFT holders418likeswe're going to see $ETH break a 1 trillion $ market cap in 2027 approx $8,200 it is not worth waiting for 5-10% lower to accumulate when the upside is several x's from here ethereum whales have been held under & chopped around in a range for 5 years when price discovery final
XA@xatacrypt6 top postsrising Polymarket CEO Teases Singapore Announcement, Reigniting $POLY Token Hypepeaked Trump pushes renaming 'AI' to 'Super Intelligence,' sparking Polymarket resolutions and copycat memecoinspeaked $LINK Hits $15 Target Before Pulling Back Amid Institutional Tailwinds217likesPolymarket could account for roughly $1.4M of Polygon's $2.23M September chain revenue @Bitquery_io calculated Polymarket's share as 62.2% in August September share may be even higher more than half of the Polygon network's revenue comes from Polymarket https://t.co/xa29Rfu36g
PD@pdmytriiev3 top postsrising Polymarket CEO Teases Singapore Announcement, Reigniting $POLY Token Hypepeaked Coinbase Wallet Integrates Polymarket Prediction Marketssteady Hyperliquid Community Highlights Founder Jeff Yan's Ethos and Public Appearances172likesVariational is the second-largest perp DEX by weekly volume, and Polymarket already prices its points at about $50 each. At TGE, 32% of $VAR supply goes to points holders. Points will total somewhere between 9.3M and 11.1M, depending on when the Q4 TGE lands, since about 9.15M a
LO@louisdives3 top postssteady CZ Dismisses Hyperliquid as Non-KYC Niche as Perp DEX Gains Volume on Binancepeaked Google Releases Gemini 4 Argon, Surging to Top of Polymarket AI Leaderboardspeaked Titan Exchange's privacy-focused perp DEX testnet goes live on Canton Network — and the airdrop farmers pile into the points program170likesWill $HYPE correction first to $85.26 first then liquidate $72.6M positions before pump to $100? Imo, yes we need correction first but i don't know what the bottom price for the correction, and it's good for the market as well. So, if $HYPE price going down, yeah i just need to
RA@rarehills1 top postemerging $SI Meme Token Surges on 'Super Intelligence' Narrative and Prediction Market Buzzsteady Pons Previews Platform Redesign and Ponsifi Social Trading as HOOD Summit Spotlights Tokensteady Traders Defend $STONK Pullback Citing StonkFun Platform Revenue and Daily Buybacks132likesentire memecoin sector bleeding out across all chains and solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk still holding one of the strongest charts in the space. i believe this is the start of a multi year bull market and useless coin is in a clear bull trend year long cup
RO@rocketdoc_eth3 top postsfaded Robinhood's HOOD Summit (Sept 29–30): $PONS on the big screen in the Robinhood Social demo — and a queue of Robinhood-chain tokens auditioning behind itfaded SEC's "Innovation Exemption" becomes the frame for a tokenized-equities boom as Jupiter, Uniswap and Robinhood get named — and Polymarket memes it with Dennis Rodmanfaded Senate Republicans introduce crypto tax bill; @watcherguru first, @ripplexrpie, @ashcrypto, @cryptorover and @bulltheoryio amplify132likes"Tibbir was built for real world assets". Sounds like a very strong indication of an upcoming use case. How do we know that the bridge function and the .@ribbita2012 statement are intrinsically linked? The blockchain hash message sent a day before the bridge went live. The
MJ@mjahangirifard2 top postspeaked Coinbase Wallet Integrates Polymarket Prediction Marketssteady Base Faces Scrutiny Over Builder Curation and Alleged Amplification of Open-Source Forkrising Sports Betting Slates Drive Surge in Polymarket Trading Activity and Growth110likesOne thing makes Base different from many other blockchain projects: distribution. Building great infrastructure is one challenge. Getting millions of people to actually use it is another. @base has a unique connection to Coinbase, giving it access to a large existing crypto
PU@pudgy_xd3 top postsfaded Solana's $PAID pauses its automatic X Money payout route — and the week's 'X Money' memecoin narrative fades with itpeaked Luca Netz wants to take Pudgy Penguins public — reported plan for a new-style IPO that ties in $PENGU and NFT holders183likesHere is a hot take, if you are a solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv bull, you don’t want Abstract chain to announce a new token. That will cause solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv market cap to be shared. Instead they should utilize solana:2zMM
0X@0xpostrich2 top postssteady Tokenized Equities Surge on Solana as On-Chain Stock Holders Hit Record Highsfaded Jumper's $JUMP sale on Legion closes at $46M committed — 13.6x its $2M target — as Jumper starts charging swap and bridge fees177likes$JUMP vs LIFI Issue After looking into the ICO pitch deck, its really a perfect structure for LIFI investors and terrible for $JUMP token holders. We've already seen the two token playbook ($STG) eventually merge into one ($ZRO). If Jumper and LIFI have split, then why are LI
IC@icplegend19663 top postssteady Tokenized Equities Surge on Solana as On-Chain Stock Holders Hit Record Highspeaked Entropy's pre-IPO OpenAI and Anthropic perps on Hyperliquid draw trading and yield farming chatter151likes🚨💰♾️ $ICP JUST GENERATED MORE DAILY REVENUE THAN SOLANA — FOR THE FIRST TIME SINCE 2021. NOW THIS IS A NUMBER WORTH WATCHING. 👀🔥 According to the Token Terminal chart you shared, on February 25: ♾️ INTERNET COMPUTER — $181,081 ◎ SOLANA — $137,506 That means $ICP generated
YI@yichuan_drive2 top postsrising Polymarket CEO Teases Singapore Announcement, Reigniting $POLY Token Hypefaded Jumper's $JUMP sale on Legion closes at $46M committed — 13.6x its $2M target — as Jumper starts charging swap and bridge fees101likes4 hour n 34 mins left before @jumperapp ICO will begin on @legiondotcc 📢 - I know it's not FCFS n $JUMP sale will run for 3 days, but I got used to make everything in first mins/hours - Get your cover letters ready by the way, team will go through all submissions By the way,
SE@sethrwas1 top poststeady Rival DEX Advocates Benchmark Revenue and Multiples Against Uniswapfaded SEC's "Innovation Exemption" becomes the frame for a tokenized-equities boom as Jupiter, Uniswap and Robinhood get named — and Polymarket memes it with Dennis Rodman91likesAnyone not pricing $UNI yet might be making a big mistake In September alone, which is the biggest month yet for equities spot onchain; @Uniswap captured >50% of total volume, making it the largest onchain venue for tokenized stocks. In a future where there will be trillions i
1B@1btc_huang1 top postpeaked Coinbase Wallet Integrates Polymarket Prediction Markets60likes2025 年 是以太坊的光辉之年 价格从 4 月 1390 拉到 8 月的 4900 那一年对于一个人人喊打的 ETH，行情启动的时候没有任何利好，利空反而密集，嘲笑 ETH 才是主流政治正确 很多人到现在依然不明白，为什么行情极限悲观反而要坚定买入 我们知道熊市末期，对于空头来说危机埋伏 因为极限看空会带来卖盘枯竭，也会带来密集的高倍空单，一个小小的上涨就会触发大规模杀空，牛市因此而启动 只是这个时候不会给你反应的时间来让你追高，右侧交易在币圈根本不现实，放弃这个想法 而且我们发现，每一轮的牛市初期，没有任何好消息，但是一直在涨 2023