The gap between BTC’s market cap and altcoins (excluding ETH & stablecoins) is getting wider📊
More money is flowing into Bitcoin as investors prioritize safety over speculation. Institutions and long-term holders are stacking BTC, while altcoins fight for liquidity. Unlike past cycles, they aren’t seeing the same hype or inflows.
Read more
More money is flowing into Bitcoin as investors prioritize safety over speculation. Institutions and long-term holders are stacking BTC, while altcoins fight for liquidity. Unlike past cycles, they aren’t seeing the same hype or inflows.
Read more
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The coffee shop trap ☕
Building a project? Here’s why focusing only on token holders can be a trap.
Imagine a coffee shop with free WiFi:
✅ Some come for coffee (your product)
✅ Others come for free WiFi (staking/APY)
The shop gets crowded. Looks successful. Until...
A new shop opens with better WiFi - everyone leaves.
Why? Because they were never there for the coffee in the first place🌐
This is what happens when projects over-prioritize token holders and ignore real users. Speculators will always move on to the next high-yield opportunity.
➡️If your product doesn’t provide intrinsic value, your project won’t survive long-term.
Building a project? Here’s why focusing only on token holders can be a trap.
Imagine a coffee shop with free WiFi:
✅ Some come for coffee (your product)
✅ Others come for free WiFi (staking/APY)
The shop gets crowded. Looks successful. Until...
A new shop opens with better WiFi - everyone leaves.
Why? Because they were never there for the coffee in the first place🌐
This is what happens when projects over-prioritize token holders and ignore real users. Speculators will always move on to the next high-yield opportunity.
➡️If your product doesn’t provide intrinsic value, your project won’t survive long-term.
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Bitcoin transfer volume is up, but retail is missing.
💲Smaller wallets (<$10K) are moving less $BTC than in 2021, even as overall transactions and prices rise. Instead, big players are driving the market, signaling growing institutional demand.
Thoughts?
💲Smaller wallets (<$10K) are moving less $BTC than in 2021, even as overall transactions and prices rise. Instead, big players are driving the market, signaling growing institutional demand.
Thoughts?
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📌$BTC inflows are dominated by big money.
In January 2025, wallets holding $100K–$10M led BTC buying, while smaller retail wallets ($100–$10K) remained sidelined.
Learn more
In January 2025, wallets holding $100K–$10M led BTC buying, while smaller retail wallets ($100–$10K) remained sidelined.
Learn more
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🤝 We're excited to be working with MemeMarket!
MemeMarket is a meme coin super app where users can win, earn, and engage with their favorite meme coins through a fun, gamified experience.
Why we’re bullish
MemeMarket goes beyond speculation by adding structured rewards, deflationary mechanics, and smart incentives. With a sustainable token economy and an engaging user experience, it’s helping build a stronger, more active meme coin ecosystem.
MemeMarket is a meme coin super app where users can win, earn, and engage with their favorite meme coins through a fun, gamified experience.
Why we’re bullish
MemeMarket goes beyond speculation by adding structured rewards, deflationary mechanics, and smart incentives. With a sustainable token economy and an engaging user experience, it’s helping build a stronger, more active meme coin ecosystem.
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Love it or hate it, pump.fun has been a key force behind Solana’s dominance over the past year.
🧨The platform has raked in 2M+ SOL ($398M) and accounted for 62.3% of all Solana DEX transactions in late 2024.
However, its **massive CEX transfers—1M+ $SOL ($208M) to Kraken this year—**have raised concerns about its impact on Solana’s price.
That said, its bonding curve model locks liquidity, reducing circulating supply and offsetting some of the sell pressure.
Full article
🧨The platform has raked in 2M+ SOL ($398M) and accounted for 62.3% of all Solana DEX transactions in late 2024.
However, its **massive CEX transfers—1M+ $SOL ($208M) to Kraken this year—**have raised concerns about its impact on Solana’s price.
That said, its bonding curve model locks liquidity, reducing circulating supply and offsetting some of the sell pressure.
Full article
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Reminder: Our X Space is Today!
The Future of Web3 AI kicks off today at 3:00 PM UTC🔥
Speakers:
KOLZ – AI-powered Web3 replicas
Predipie – Web3 fantasy football with AI
Ta_da – Human-generated AI datasets
MoonRig – AI-powered modular dApps
HeyElsa – AI crypto agents & DeFAI
🎙 Hosted by: @SimplicityWeb3
Set a reminder & tune in!
https://x.com/i/spaces/1vAGRDnbrNZxl
The Future of Web3 AI kicks off today at 3:00 PM UTC🔥
Speakers:
KOLZ – AI-powered Web3 replicas
Predipie – Web3 fantasy football with AI
Ta_da – Human-generated AI datasets
MoonRig – AI-powered modular dApps
HeyElsa – AI crypto agents & DeFAI
🎙 Hosted by: @SimplicityWeb3
Set a reminder & tune in!
https://x.com/i/spaces/1vAGRDnbrNZxl
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In our research on value flows, we broke down what’s fueling Solana’s dominance in the DEX market.
Institutional inflows
🔹 $1.3T in hyper value trades ($50K+) on Solana DEXs (Dec–Jan)
🔹 20% of total volume now comes from whales & large players
Retail-friendly ecosystem
🔹 27% of all trades range between $100–$5K
🔹 Small trades (<$100) still make up 20.5% of total volume
Memecoins →
🔹 @pumpdotfun alone fueled 62.3% of all Solana DEX transactions
🔹 The $TRUMP token launch brought in new high-net-worth trader
Institutional inflows
🔹 $1.3T in hyper value trades ($50K+) on Solana DEXs (Dec–Jan)
🔹 20% of total volume now comes from whales & large players
Retail-friendly ecosystem
🔹 27% of all trades range between $100–$5K
🔹 Small trades (<$100) still make up 20.5% of total volume
Memecoins →
🔹 @pumpdotfun alone fueled 62.3% of all Solana DEX transactions
🔹 The $TRUMP token launch brought in new high-net-worth trader
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Token holders ≠ users 👥
One of the biggest mistakes in crypto is assuming that token holders and users are the same. They’re not.
🔹 Token holders care about price, staking yields, and liquidity.
🔹 Users care about the actual product and its utility.
Sometimes, they overlap - but designing tokenomics without understanding this distinction is a fatal mistake.
If your token only attracts speculators and not real users, your project is just a hype cycle waiting to crash.
One of the biggest mistakes in crypto is assuming that token holders and users are the same. They’re not.
🔹 Token holders care about price, staking yields, and liquidity.
🔹 Users care about the actual product and its utility.
Sometimes, they overlap - but designing tokenomics without understanding this distinction is a fatal mistake.
If your token only attracts speculators and not real users, your project is just a hype cycle waiting to crash.
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In the last 30 days, $190M was transferred from Solana to Ethereum, with $143M from Eth to Sol.
Similar pattern can be seen with Arbitrum, BNB, Base, and others: more value is leaving Solana than entering.
Is the industry healing?
Source
Similar pattern can be seen with Arbitrum, BNB, Base, and others: more value is leaving Solana than entering.
Is the industry healing?
Source
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Why your token economy might be a house of cards🃏
Most tokens don’t play a meaningful role in the ecosystem, they’re just fundraising tools disguised as utility.
This leads to a major issue: projects acquire token holders, not real users.
👉The result? A fragile economy where people stay only for staking APY, airdrops, or speculative gains.
When the hype fades, they leave. And if you never built real demand for your product, there’s nothing left but a worthless token.
Full article
Most tokens don’t play a meaningful role in the ecosystem, they’re just fundraising tools disguised as utility.
This leads to a major issue: projects acquire token holders, not real users.
👉The result? A fragile economy where people stay only for staking APY, airdrops, or speculative gains.
When the hype fades, they leave. And if you never built real demand for your product, there’s nothing left but a worthless token.
Full article
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