OVERVIEW

Retail Finally Gets To Eat Before the Whales 🐳

Before we dive in, here’s today’s crypto market heatmap:

And here’s a look at crypto’s total market and altcoin market cap charts:

NEWS
Coinbase Token Sales: Retail Gets To Play Again 🥳 

US retail traders just got their first real shot at public token sales since 2018. Coinbase is launching an end-to-end token sales platform, and the first sale runs November 17-22. 🤯 

If you're in the US and you've been watching whales and VCs get early allocations for seven years while you bought the top, this one's for you.

How It Actually Works

Filling From the Bottom

Their algorithm prioritizes smaller requests first. If you're asking for $100 worth, you're getting filled before someone asking for $100k. Larger requests get progressively filled until supply runs out.

Request Window (No More Bot Wars)

Token sales are open for a set window - like a week. You submit your request whenever during that time. No 3am alarm. No gas war with scripts. No first-come-first-served chaos. When the window closes, the algorithm runs and everyone gets their allocation. Civilized-ish.

Flipper Tax

If you dump your tokens within 30 days of getting them, you get smaller allocations in future sales. $COIN ( ▲ 2.84% ) is keeping score. Reward actual supporters, not mercenaries farming airdrops to flip on day one. Your behavior writes your own priority level.

Transparency (Actual Transparency)

Coinbase is requiring real disclosures from issuers. You get info on the project, tokenomics, and team before you commit. Not perfect, but better than "trust me bro" and a 40-page PDF nobody reads.

Issuer lock-up is six months. Teams and affiliates can't dump OTC or on secondary markets. Any sale needs Coinbase approval, public disclosure, and tokens that only unlock after six months minimum.

This matters because we've all watched projects sell the dream while founders rotate supply behind the scenes.

No Fees for Users

Coinbase charges issuers a percentage of the USDC raised. Users pay nothing to participate. No listing fees either - just a sale fee to the issuer.

They're planning roughly one sale per month. Quality over quantity. Each launch gets full platform support instead of fighting for attention in a crowded calendar.

What's Coming

Future features include limit orders and higher allocations for issuers' target user bases. Basically - if you're actually using the protocol or engaged with the project, you might get priority.

That's the right direction. Speculation is fine, but builders should be able to reward their actual communities first. 👍️

No MEV. No Gas

CoW Swap blocks MEV so bots can’t front-run your trades. Keep more of every swap.

Trade Smarter

NEWS
AI Girlfriend Agents Are Here And Definitely Not Weird At All 🫂

Band just solved a problem nobody asked for - and honestly, the tech is kind of impressive (and creepy) once you get past the marketing copy. 😐️ 

HodlHer is an "AI girlfriend-driven operating system" built on $INJ.X ( ▲ 10.01% ). Yes, that's the actual pitch. And they just integrated Membit's real-time social intelligence feeds so your on-chain waifu can understand market sentiment and trending topics.

What's Actually Happening Here

Strip away the girlfriend framing (please) and you've got something interesting - a multi-agent AI architecture that combines emotional modeling with data-driven trading logic. 🧠 

Membit - Band Protocol's, oops, they’re just called $BAND.X ( ▲ 4.0% ) now (we’ll have to fix that) context and data layer - is feeding HodlHer verified, real-time info from X, Farcaster, BlueSky, and more platforms coming soon.

And, joking aside, the use cases aren’t that cringey:

• Trading Module: Real-time sentiment and social data feeding context-aware execution strategies.

• Emotional Companion: HodlHer stays updated with trending posts and conversations, responding with relevant insights based on live sentiment shifts.

• Super Intern X: Membit supplies structured data as an alternative to the X API, letting builders and analysts access real-time context for decision-making without API rate limits or Elon's mood swings.

The Membit Thing Is Kind Of Cool

Membit has a Data Hunter extension (browser extension). You scroll, spot trends, capture posts and insights, and help train the next generation of AI intelligence. You get paid. The AI gets smarter. Everyone wins except maybe your productivity.

They're calling it "making your endless scrolling guilt-free" which is either genius marketing or weaponized cope. Maybe both. Anyway. The next milestone is live demos of HodlHer powered by Membit - showing how emotional awareness meets real-time data on-chain.

Less "Her" the movie, more "extremely capable trading assistant who happens to have a personality module." 👧 

NEWS
Government Shutdown? Truflation Says Hold My Data Feed 📊

The longest government shutdown in U.S. history just got a little less catastrophic - at least for anyone who actually needs to know what's happening in the labor market. 🔧 

While federal employees aren't collecting paychecks or publishing employment data, $TRUF.X ( ▼ 0.9% ) just dropped their Employment Index.

Enter the Adults

Truflation's new Employment Index pulls from 15+ public and commercial data sources, aggregates millions of data points automatically, and doesn't need Congress to play nice for 10 minutes.

It's live right now on their dashboard alongside 200+ other economic indicators. No manual surveys. No waiting for federal workers to clock back in. Just real-time data doing what real-time data does.

The Fed - who's supposed to be making policy decisions with actual information - now has an alternative to "we'll let you know when the shutdown ends, maybe."

Why This Actually Matters

And while I love poo-pooing on government efficiency like anyone else, this is part of a bigger problem (though that's fun). We've built an entire economic policy apparatus on a single source of manually-collected data.

When that source goes dark, policymakers, traders, and businesses are suddenly making billion-dollar decisions with stale numbers and vibes.

Markets don't pause for shutdowns. Neither should economic data.

And thankfully those fine folks at Truflation do a fine job of getting that info. Oh, and just because I think this is cool: they have an Egg Price Index:

🥚 

NEWS IN THREE SENTENCES
AI, Stablecoins, & Privacy News 🕵️

🕸️ NANDA Framework Proposes Five-Layer Architecture for Trustworthy AI Agents

Networked AI Agents in Decentralized Architecture addresses fragmentation with five layers: Discovery (DIDs in federated registries), Composition (A2A protocols with IO Mappers), Deployment (sandboxed WebAssembly), Evaluation (dynamic trust scores), Incentivization (micropayment protocols). Trust becomes programmable currency - high scores gain opportunities, poor performers get restricted - binding discovery, execution, economics into one accountable fabric instead of isolated silos. DeXe.

🌎 Latin America Uses Crypto as Inflation Hedge, Polygon Becomes the Rails

Latin America's crypto adoption jumped 63% year-over-year because people use it to survive runaway inflation - Argentina's at 41.3% after triple digits in 2024. Polygon became the infrastructure: Avenia processed $106.9M in October (up $86.6M month-over-month), Bitso handled 10% of US-Mexico remittances ($6.5B in 2024), Mercado Bitcoin is tokenizing $200M+ in assets. When your currency loses value daily, stablecoins on fast chains become survival tools. Polygon.

NEWS IN THREE SENTENCES
Metaverse, NFT, & Gaming News 🎮️

🎮 Mavis Hub Dies November 10th, Ronin Games Go Independent

Sky Mavis is killing Mavis Hub today (launched May 2020) because Ronin's now open with too many games to centralize. Axie games move to app.axieinfinity.com/games, other builders handle their own downloads. The Ronin Discovery Page becomes primary discovery, which sounds fine until you realize Mavis Hub was the one-click update system - now players have to manually track patches per game. Booooo. Ronin.

🔐 Web3 Horror Stories Convert to Simple Security Habits

Self-custody means you hold keys and responsibility; bridges move value across chains, not store it. Common attacks: urgency scams, lookalike domains, seed phrase requests (real support never asks), and phishing targeting humans over code. Key habits: separate browser for web3, regular firmware updates, check contract spending permissions, verify links, and define personal depeg thresholds before stress.. Ontology.

🎰 GalaPump Launches Token Launchpad With 2x Creator Rewards

GalaPump is Gala's token launchpad offering double creator rewards, customizable bonding curves, and auto-graduation to GalaSwap DEX as tokens mature. Creators launch into Gala's ecosystem with built-in community access, social integration, and upcoming streaming features turning launches into live events. Every action feeds the economy through volume, burns, and engagement - upcoming features include multi-pool creation, referral rewards, and perpetual creator rewards. Gala Games.

NEWS IN THREE SENTENCES
DeFi, DEX, & Lending News 🏦

☁️ Storj Delivers Consistent Performance While Traditional Clouds Throttle

Traditional cloud storage fluctuates wildly when regional demand spikes - killing creative momentum when transfers randomly slow. Storj splits encrypted files across tens of thousands of independent nodes worldwide, pulling from the fastest in parallel like copying from ten SSDs at once. Independent testing shows traditional providers swing up to 40% while Storj stays flat - four hours stays four hours, no mystery numbers. Storj.

NEWS IN THREE SENTENCES
Protocol News 🏦

⚖️ UMA's Proposer Whitelist Cut Incorrect Proposals 59% in First Month

UMA introduced performance-based proposer whitelist for Polymarket in September, requiring 5+ proposals at 95%+ accuracy in rolling 6-month windows. August (permissionless) to Sept 5-Oct 8 (whitelisted): incorrect proposals dropped 59%, disputes fell 68%, whitelist grew from 37 to 177 addresses. Polymarket controls which markets use whitelists, UMA enforces logic with monthly updates - disputes stay permissionless, preserving decentralization while reducing noise through accuracy curation. UMA.

LINKS
Links That Don’t Suck 🔗

🧮 Exclusive: Abacus Global CEO Jay Jackson Eyes Billions In AUM, Explains How The Company Plans To Bridge The Valuation Disconnect

👍️ U.S. Treasury clears path for crypto ETFs to stake assets and share rewards

💸 Rumble to buy crypto miner Northern Data after Tether investment

➗ Fed governor predicts stablecoin surge could lower interest rates

🟦 Square enables Bitcoin Lightning payments for 4 million U.S. merchants

💳️ Visa, Mastercard reach new swipe fee settlement with merchants

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Author Disclosure: The author of this newsletter holds positions in AVAX, ADA, PUDGY, WLC, IMX, XTZ, NEAR, HBAR, ALGO, INJ, LTC, LINK, ZEC, XLM, and FET. 📋