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🧭 Narrative watch • Privacy XMR holding &550 570 after a strong week. THORChain native XMR swaps (no wrappers) and FCMP++ / CARROT stressnet targeting 5 Oct are the real story. Ransom demand in XMR (Revolut breach) keeps the “uncensorable cash” narrative alive. ZEC ran harder then faded; XMR looks steadier.  • L2s/speed Solana Alpenglow testing 150ms finality. That’s a payments/DeFi narrative, not just a chart. • RWA Tokenized stocks as Aave V4 collateral on Base. Circle + UN aid pilots.