CyrilXBT
CyrilXBT|Oct 02, 2026 05:15
4 coins I'm watching this October. Each one has a real catalyst right now, not just a chart. QNT The Clearing House picked Quant to run the settlement layer for tokenized deposits across 25 major US banks. TCH systems already move over $2 trillion a day. QNT ran from around $60 to above $370 intraday on that news. Daily RSI is above 80. The story is real, but the chart is stretched. HYPE Starting Oct 3, roughly 90% of the yield from USDC parked on Hyperliquid flows into HYPE buybacks. That's a brand new, recurring bid. The catch: the biggest unlock of the month lands Oct 6. The team says its October batch is going OTC to one institution, not the open market. Watch where those tokens go next. SUI The network just crossed 6 billion transactions. Daily active users are now ahead of NEAR, TON and Arbitrum. Basecamp hits Singapore Oct 7 and 8. But funding rates are spiking. Crowded longs get flushed fast. RENDER The quiet one. Still close to 90% below its all time high while AI compute demand keeps growing. More GPU revenue now routes into token burns, and Grayscale added it to its decentralized AI fund. If money rotates back into AI tokens, this is the laggard with the most room. My read: QNT has the strongest fundamental story but is the most extended. HYPE has the best token economics. SUI has the momentum. RENDER is the patience play. Which one are you holding?
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