Macro Pulse: What Moved the Markets
📰 Last Week Recap
ASTER token skyrockets 7,000% amid CZ’s endorsement by YZi Labs his investment company
$ASTER surpassed total TVL of Hyperliquid in just 3 days 👀
CME Group plans to launch options on Solana and XRP futures next month
Forward Industries doubles down on Solana strategy with $4 Billion equity offering
This week Forward Industries also bought 6.82 million SOL at an average price of $232 spending $1.58 Billion
Vitalik Buterin the Ethereum Founder Shared Latest Roadmap
Bitcoin ETFs continue to see large net inflows showing $2.88B as of Wednesday over the past 7 sessions
The odds of a rate cut at the October FOMC are 92% as of Friday
Rekt Drinks passed 1 Million drinks sold in under 11 months
Read more below as $REKT is this week’s feature token
Polymarket is launching earnings markets announced here
There is also a hint at a potential token with a recent SEC filing
Coinbase is exploring a Base network token announced on Monday
Consensys’ Joseph Lubin confirms a Metamask token is coming “very soon”
Metamask also is launching perpetual trading in-wallet using Hyperliquid
FTX to distribute $1.6B to creditors on September 30th
Ethereum Fusaka upgrade tentatively set for Dec. 3 mainnet launch
Solana’s Alpenglow upgrade aims to bring transaction finality down from ~12.8 seconds to just 100-150ms making blockchain feel as fast as Google search
📅 This Week to Watch
Tuesday, Sep 23 – 12:35 PM EST
Fed Chair Powell Speech – A speech about the economic outlook post FOMC
Wednesday, Sep 24 – 10:00 AM EST
New Home Sales (August Data) – U.S. Census Bureau report on New Home Sales
Thursday, Sep 25 – 08:30 AM EST
Durable Goods Orders (August Data) – Snapshot of U.S. manufacturing sector
Thursday, Sep 25 – 08:30 AM EST
US Q2 2025 GDP Data – Q2 data on the value of all goods & services produced
Thursday, Sep 25 – 10:00 AM EST
Existing Home Sales (August Data) – Number of previously owned homes sold
Friday, Sep 26 – 08:30 AM EST
August PCE Inflation Data – Changes in consumer prices for goods & services
Weekly Market Signal: 🟡 Neutral Bias
Cautious / Neutral Bias: I will be reviewing the data coming out this week with the above calendar to see when we can confirm a bullish outlook for crypto heading into October.
Fear & Greed Index: 🟡 Neutral
BTC | ETH | SOL
Weekly Price Action
Altcoin Spotlight 🔦 - $REKT
TL;DR - What is $REKT?
$REKT is a “brand coin”: a tradable token that reflects belief in (and attention around) the REKT brand and its products (like Rekt Drinks).
It isn’t equity and has no utility or rights it’s a liquid signal of brand sentiment.
The brand has real-world traction (1,000,000+ cans sold, multiple sell-out drops, retail pilots), so attention can be anchored to actual product momentum.
Supply is fixed (420,690,000,000,000). Most was allocated to the community, with a large future-rewards pool designed to activate growth. (see below image)
Launched on Ethereum and made omnichain via LayerZero (with bridges/live markets on Base, Abstract, Solana, BSC, and more).
Token Supply Overview
63.5% Community
Including 38.5% held back for future community rewards
15% Contributors
11% Ecosystem
7.5% Investors
3% Advisors
What is $REKT (in plain English)?
Origin: Born from the cult NFT project Rektguy (OSF & Mando).
Nature: Memetic, cultural asset; not equity, revenue-sharing, or governance.
Chains: ERC-20 on Ethereum, omnichain via LayerZero (widely accessible across ecosystems).
Where it trades: DEXs across supported chains and multiple CEXs.
Why brand coins (and why now)?
Early fans usually create a brand’s momentum but capture none of the upside. Brand coins flip that dynamic by offering a way to participate in a brand’s cultural rise. Unlike closed loyalty points, a brand coin is open, liquid, and tradable. That makes the brand’s intangible “vibe” which is normally buried as accounting “goodwill” visible and priced by the market.
The REKT Flywheel (how attention turns into value)
Drinks sell out →
Attention spikes (social + media) →
$REKT demand rises (price/FDV can climb) →
Community-rewards pool grows (in token terms) →
More incentives & activations → more drink demand →
Repeat.
This loop has shown up repeatedly: early drops sold out in minutes; subsequent quarters saw strong token moves; rewards and collabs drew in new users feeding the next cycle.
Real-world traction (why REKT isn’t just vibes)
1,000,000+ cans sold (milestone hit with the Moon Crush collab flavor).
Prior sell-outs with Abstract (L2), OpenSea, Jupiter (Solana), and a retail pilot (7-Eleven LA stores).
“Drink-to-earn” mechanics (DRANK points → $REKT) reward off-chain behavior a clever bridge from CPG to crypto.
Community roots run deep (the Rektguy cult, IRL events, even tattoos) which helps sustain attention in bear phases.
Why $REKT could be valuable (investment lens)
1) Category creation (Brand Coins):
$REKT is the first explicit “brand coin” a clearer story than generic memes. If the category catches on, the category leader often benefits outsized (Lindy + index-like attention).
2) Real products, repeat sell-outs:
Physical-world wins make attention stickier. Every drop, collab, and retail expansion is a fresh catalyst that markets can reprice quickly.
3) Incentive design:
A large future-rewards allocation can supercharge community growth and product adoption. In effect, the token’s valuation becomes marketing firepower.
4) Cultural IP with reach:
Rektguy and the “down bad but never dead” meme have a long half-life in crypto culture. That memetic durability supports on-going narrative cycles.
5) Omnichain distribution:
Being easy to access across major chains + CEX/DEX listings reduces friction, broadening the potential holder base.
