I don't think you should participate in the Espresso presale and here’s why:
Dead Hype:
Despite being the first project on Kaito Capital Launchpad, it’s not even in the top mindshare not in the last 3 months, not even in the last 24 hours.
Overvalued:
The sale is happening at a $400M valuation which is insanely high.
This isn’t 2024, very few projects in 2025 have made it to this kind of valuation.
🔒 Token Locked:
You get 0 tokens at TGE. lol
Then 50% unlocks after 1 year cliff, and the remaining 50% via linear vesting over another year.
🐻 So basically, you’ll receive the tokens during the bear market. And if the project manages to survive till then, you can just buy the token in the bear market it’ll likely be cheaper than tomorrow’s presale anyway. 😁
Dead Hype:
Despite being the first project on Kaito Capital Launchpad, it’s not even in the top mindshare not in the last 3 months, not even in the last 24 hours.
Overvalued:
The sale is happening at a $400M valuation which is insanely high.
This isn’t 2024, very few projects in 2025 have made it to this kind of valuation.
🔒 Token Locked:
You get 0 tokens at TGE. lol
Then 50% unlocks after 1 year cliff, and the remaining 50% via linear vesting over another year.
🐻 So basically, you’ll receive the tokens during the bear market. And if the project manages to survive till then, you can just buy the token in the bear market it’ll likely be cheaper than tomorrow’s presale anyway. 😁
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Used AAVE recently? You might have SPK Airdrop waiting.
If you’ve supplied or lent DAI on AAVE (ETH mainnet) anytime since May 2024, You are Eligible!
Check here: https://app.spark.fi/SPK/airdrop
Spark’s metrics are comparable head-to-head with top DeFi protocols that have Billion dollar market caps.
- $8B in TVL and generating $300K in fees in the last 24 hours alone
- Spark alone is generating $226M in annual revenue for Sky Protocol (previously MakerDAO)
Yet $SPK sits at $120M market cap.
Math not mathing. Value is hiding in plain sight.
If you’ve supplied or lent DAI on AAVE (ETH mainnet) anytime since May 2024, You are Eligible!
Check here: https://app.spark.fi/SPK/airdrop
Spark’s metrics are comparable head-to-head with top DeFi protocols that have Billion dollar market caps.
- $8B in TVL and generating $300K in fees in the last 24 hours alone
- Spark alone is generating $226M in annual revenue for Sky Protocol (previously MakerDAO)
Yet $SPK sits at $120M market cap.
Math not mathing. Value is hiding in plain sight.
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Alpha updates. 🪓
Used AAVE recently? You might have SPK Airdrop waiting. If you’ve supplied or lent DAI on AAVE (ETH mainnet) anytime since May 2024, You are Eligible! Check here: https://app.spark.fi/SPK/airdrop Spark’s metrics are comparable head-to-head with top DeFi…
up ~50% booking some profits here
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What's up with Mantle?
It's in the top 3 treasuries in the space with $2.5B in treasury.
Active addresses and transactions have exploded over the last 2 weeks on Mantle.
Biggest chain after Ethereum in terms of inflow in the last 30 days.
It's in the top 3 treasuries in the space with $2.5B in treasury.
Active addresses and transactions have exploded over the last 2 weeks on Mantle.
Biggest chain after Ethereum in terms of inflow in the last 30 days.
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Alpha updates. 🪓
Ethena's $USDe just flipped $DAI to become the 3rd largest stablecoin. TVL is near ALL-TIME HIGH, while $ENA is still down ~70% from its ATH.
Around $2 Billion inflow in a week in USDe, that doesn't seem normal.
What is causing this massive buying and how can it impact $ENA ?
Here are the 3 biggest catalysts that are fueling USDe & ENA
1- 10% APY on sUSDe
The highest scalable yield in crypto right now. The high APY is leading more people to use repeated lending and borrowing on top DeFi platforms.
2. Revenue Model Linked to Perpetual Funding Rates
Unlike traditional stablecoins like USDC, USDT that rely on treasury yields, Ethena earns revenue from perp funding rates.
Higher rates = Higher revenue = Bullish for $ENA.
Right now funding rates are rising.
3. Listing soon on NASDAQ
Ethena has partnered with StablecoinX, a treasury firm preparing to go public on NASDAQ under the ticker $USDE.
Recently they raised $360M,
out of which $260M will be allocated for open-market $ENA buybacks over six weeks, around 8% of the circulating supply.
What is causing this massive buying and how can it impact $ENA ?
Here are the 3 biggest catalysts that are fueling USDe & ENA
1- 10% APY on sUSDe
The highest scalable yield in crypto right now. The high APY is leading more people to use repeated lending and borrowing on top DeFi platforms.
2. Revenue Model Linked to Perpetual Funding Rates
Unlike traditional stablecoins like USDC, USDT that rely on treasury yields, Ethena earns revenue from perp funding rates.
Higher rates = Higher revenue = Bullish for $ENA.
Right now funding rates are rising.
3. Listing soon on NASDAQ
Ethena has partnered with StablecoinX, a treasury firm preparing to go public on NASDAQ under the ticker $USDE.
Recently they raised $360M,
out of which $260M will be allocated for open-market $ENA buybacks over six weeks, around 8% of the circulating supply.
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Ethereum has outperformed every narrative in the space over the last 30 days.
But what’s interesting is that Memecoins are still the top performing narrative after ETH.
Next in line, Prediction Markets and Decentralized Identifier (DIDs) gaining strong momentum.
Some projects under these narratives have already rallied 500-600%.
(First chart is ETH vs the narrative - growth in %)
But what’s interesting is that Memecoins are still the top performing narrative after ETH.
Next in line, Prediction Markets and Decentralized Identifier (DIDs) gaining strong momentum.
Some projects under these narratives have already rallied 500-600%.
(First chart is ETH vs the narrative - growth in %)
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$ETH strength despite this selloff in btc is bullish 💯
https://x.com/axel_bitblaze69/status/1948783845383569542?
https://x.com/axel_bitblaze69/status/1948783845383569542?
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$PUMP is down 60% from ATH and getting hate from everywhere, people calling it a straight up rug even after raising $600M
is it really over for it?
I went back, ran the numbers & compared it with past meme launches like $PENGU, $BONK & $HYPE
Here’s what I found. A thread:🧵👇
https://x.com/axel_bitblaze69/status/1949074281318568008
is it really over for it?
I went back, ran the numbers & compared it with past meme launches like $PENGU, $BONK & $HYPE
Here’s what I found. A thread:🧵👇
https://x.com/axel_bitblaze69/status/1949074281318568008
X (formerly Twitter)
Axel Bitblaze 🪓 (@Axel_bitblaze69) on X
$PUMP is down 60% from ATH and getting hate from everywhere, people calling it a straight up rug even after raising $600M
is it really over for it?
I went back, ran the numbers & compared it with past meme launches like $PENGU, $BONK & $HYPE
Here’s what…
is it really over for it?
I went back, ran the numbers & compared it with past meme launches like $PENGU, $BONK & $HYPE
Here’s what…
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Something’s shifting in the market
- $ETH is breaking out
- $BTC dom is slipping
- Alts like $PENGU $ZORA $GP #USELESS already did 10x from the lows
Something is definitely cooking. Altseason ? Maybe.
4 under the radar signs I’m watching and how I’m playing it.
A thread:🧵👇
https://x.com/axel_bitblaze69/status/1949534877550014696?s
- $ETH is breaking out
- $BTC dom is slipping
- Alts like $PENGU $ZORA $GP #USELESS already did 10x from the lows
Something is definitely cooking. Altseason ? Maybe.
4 under the radar signs I’m watching and how I’m playing it.
A thread:🧵👇
https://x.com/axel_bitblaze69/status/1949534877550014696?s
X (formerly Twitter)
Axel Bitblaze 🪓 (@Axel_bitblaze69) on X
Something’s shifting in the market
- $ETH is breaking out
- $BTC dom is slipping
- Alts like $PENGU $ZORA $GP #USELESS already did 10x from the lows
Something is definitely cooking. Altseason ? Maybe.
4 under the radar signs I’m watching and how I’m playing…
- $ETH is breaking out
- $BTC dom is slipping
- Alts like $PENGU $ZORA $GP #USELESS already did 10x from the lows
Something is definitely cooking. Altseason ? Maybe.
4 under the radar signs I’m watching and how I’m playing…
❤12
Linea is finally waking up
TVL is up, Trxns are up & even meme coins on Linea started to pump
Tokenomics dropping this week (confirmed by the team)
Check your expected Airdrop amount here:
https://wendrop-bice.vercel.app/
TVL is up, Trxns are up & even meme coins on Linea started to pump
Tokenomics dropping this week (confirmed by the team)
Check your expected Airdrop amount here:
https://wendrop-bice.vercel.app/
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