Recap of the past 2 weeks :
- Weak majors despite stocks+gold ATH. $BTC pushed to $118k after FOMC (25bps rate cut), but then collapsed back to $109k. $ETH underperformed even more and went below $4k.
- CZ came back and pushed $ASTER hard : 25x in 4 days.
Perp DEX szn : $AVNT $ORDER $APEX $SNX
BSC szn : $BNB (crossed $1000) $TST $TUT $HEMI
- $XPL TGE was a massive success : 2X in a day, ATH at $16bn FDV so far.
- DAT mania marking tops on several coins : $SOL $AVAX $WLD
$FORD has deployed $1.6bn into SOL, which is now down from -20% from the $250 local top.
- $IP pump (+30%) and dump (-50%) after KBW and the PINKFONG fiasco
- The 3 cycle juggernauts have been trading super strong until mid-September but heavily underperforming since then : $HYPE $PUMP $ENA
- A few mid/large caps noticeably strong : $KAITO $MNT $ZRO $ETHFI $EIGEN
- Several new coins launched : $STBL (4x to $6bn FDV ATH...), $0G (squeeze to $7bn FDV), $LINEA, $BARD
- Weak majors despite stocks+gold ATH. $BTC pushed to $118k after FOMC (25bps rate cut), but then collapsed back to $109k. $ETH underperformed even more and went below $4k.
- CZ came back and pushed $ASTER hard : 25x in 4 days.
Perp DEX szn : $AVNT $ORDER $APEX $SNX
BSC szn : $BNB (crossed $1000) $TST $TUT $HEMI
- $XPL TGE was a massive success : 2X in a day, ATH at $16bn FDV so far.
- DAT mania marking tops on several coins : $SOL $AVAX $WLD
$FORD has deployed $1.6bn into SOL, which is now down from -20% from the $250 local top.
- $IP pump (+30%) and dump (-50%) after KBW and the PINKFONG fiasco
- The 3 cycle juggernauts have been trading super strong until mid-September but heavily underperforming since then : $HYPE $PUMP $ENA
- A few mid/large caps noticeably strong : $KAITO $MNT $ZRO $ETHFI $EIGEN
- Several new coins launched : $STBL (4x to $6bn FDV ATH...), $0G (squeeze to $7bn FDV), $LINEA, $BARD
Interesting experiment from Andre Cronje
https://x.com/delitzer/status/1972783074493804844?t=h0HnISaIuHiLNbN8xJ7RoQ&s=19
https://x.com/delitzer/status/1972783074493804844?t=h0HnISaIuHiLNbN8xJ7RoQ&s=19
X (formerly Twitter)
Dan Elitzer (@delitzer) on X
A $200M seed round at $1B FDV?!
Yes... and no.
@AndreCronjeTech's @flyingtulip_ just launched one of the most original fundraising models we've seen in crypto.
Let’s break down how it works—and why it matters.
🧵
Yes... and no.
@AndreCronjeTech's @flyingtulip_ just launched one of the most original fundraising models we've seen in crypto.
Let’s break down how it works—and why it matters.
🧵