SORAN is a quick digest of what Korean Telegram communities are talking about right now.
Computing and AI data positioned as next post-meme-coin wave throughout the rooms. GPU mining restarted, pushing Pearl (PRL) monthly output to 1.39M. Early miners from May posting 10x+ gains with $5B FDV claims. AI data tokens 0G and OG rising in tandem.
Despite declining mining efficiency, new entrants keep entering, and rooms peg computing/AI data as next sector rotation.
Airdrop season sentiment back. Axis Robotics (AXIS) listed across Upbit KRW (22:00), Binance Alpha, and Bybit Perpetuals with post-TGE rally. Kaito point farmers posting earnings proof. Rank 131 received 4.3K tokens worth ~$1.4K. Genlayer targeted for early-November TGE through same Kaito farming thesis.
Rooms see simultaneous TGE and airdrop windows as one season and treat Kaito points as real yield.
Solana shipped consensus upgrade Alpenglow to mainnet. Finality dropped from 12.8s to 150ms with Voter stage-1 enabling direct validator voting. 654 validators participating including Blockdaemon, Everstake, and EtherFi.
Rooms see Solana pulling ahead on finality speed for institutional and AI agent settlement.
Market hunting for projects with real revenue before token appreciation. Predict.fun (PP) claims $17M ARR with $10M+ expectation post-TGE. Polymarket TGE at 77% odds for late-November. iAI showing real adoption replacing ChatGPT subscriptions ($60/month equivalent) with live utility.
Rooms building long-hold theses around revenue-proven tokens with institutional entry credentials.
Robinhood/Base positioned as main revenue driver if bull market hits Dec-Jan. Both chains continue printing TVL ATHs post-meme-wave. Lighter filed CFTC derivatives license in November and announced Robinhood wallet integration. TradFi expanding on-chain with regulatory approval.
Rooms see futures, prediction markets, and RWA consolidating on accessible chains as institutional liquidity flows in.
Injective partnered with Korean custodian BDACS to launch KRW1 stablecoin. Structure: 1:1 backing with 100%+ overcollateralization for RWA trading and payments. Already live on Ethereum, Avalanche, and Circle.
Rooms expect Korean exchanges to compete for on-chain KRW demand as on-chain payments scale.
Hyperliquid Ecosystem New Protocols and Trading Tools
New protocols launching simultaneously across Hyperliquid ecosystem. Kinetic expected to pump on L2 launch with $1B FDV potential. Hyperdash cumulative user PnL at $18M. Metric DEX posting $1.7B 7-day volume with $12M TVL, 3.4x Uniswap capital efficiency.
Data/Oracle Infrastructure Competition for AI Agents
Data and oracle infrastructure for AI agents executing trades directly surfaces constantly in rooms. Dataline raised $10.6M seed from Coinbase Ventures and Franklin Templeton, prepping Base CCA public sale. AT (APRO) targeting multi-chain oracle for prediction markets, RWA, and AI data verification. Optimum claims broadcast protocol mump2p lifts finality 2-3x. ↗ x.com
Low-Cap/Meme Coin Short-Term Pump Pattern
Post-Solana-maintenance, low-cap tokens pumped in waves. DOOD +197% one day, IOST +97%. No fundamental basis. Pure price-action speculation. Rooms flag caution warranted.
Hundreds of Korean crypto and stock trading Telegram communities, swept twice a day.
AI extracts topics from tens of thousands of messages, merges fragments, and filters out ads and shills.
Twice daily at 7:30 AM and PM KST, in Korean and English.