A Twitter discussion about the $NET token, which has declined 84% from its August peak to $304, despite treasury growth. Analysts debate whether the token's valuation compression reflects genuine concerns about emission rates and dilution, or represents an opportunity if new revenue products and RWB V3 mechanisms succeed in supporting NAV per token.
X users discuss the rapid growth of tokenized real-world assets and stocks on blockchain, with major financial institutions like BlackRock and JPMorgan participating. Projects like Rally, HoodLock, and PTSD are launching on Robinhood Chain, while concerns emerge about token economics and sustainability in crypto markets.
Exploit Summit in Montreal showcased builders and projects on the Bittensor network across two stages. Carbon won Pitchtensor with 500 TAO, while presentations covered protocol improvements, incentive mechanisms, agent-powered research, gaming, robotics, and infrastructure development. Discussions focused on emissions allocation, subnet governance, and supporting growing businesses within the ecosystem.
DefiLlama shared a LlamaAI prompt for screening DeFi protocols that generate revenue, distribute it to tokenholders through buybacks or dividends, and have low token dilution. The screening methodology ranks protocols by 30-day revenue and holder payouts, verifies distribution mechanisms, checks token emissions, and provides valuation metrics like P/S ratios.
X users discuss Ethereum's technical developments and market momentum in September 2026. Posts highlight Vitalik Buterin's architecture for improved scalability and verification, comparisons to cryptocurrency halving events, and speculation about Ethereum's role as a financial settlement layer supporting autonomous agent transactions.