Master of Crypto
Crypto Market Intelligence Publisher
Kaito is losing its hype as the story weakens: the X partnership, Katalyst and Kaito Studio have not brought buyers back. The token fell from $1.38 on July 29 to $0.46, every bounce has been sold, and leveraged longs worsened the drop. An August 20 unlock of 32.6M tokens, about $15M or 3.3% of supply, could add more selling, so this may not be the bottom. x.com
The Kaito token should go lower because its new launch won't fix the team's record. That team manipulates lists, pushes influencers it picks and has rugged holders of its coins, and the new product looks designed to make people forget it. Replying to @cryptansha, who flagged an upcoming token unlock, the call is simply lower. x.com x.com
Pump.fun's PUMP token has likely bottomed, because its revenue and buybacks are out of line with a price near all-time lows. Pump.fun earns over $1 million a day in fees, has burned about $370 million of bought-back PUMP, roughly 36% of circulating supply, and says it will buy back and burn at 50% of revenue for a year. As with HYPE, the market is deciding revenue matters, and the team keeps shipping. The weakness may reflect VC unlocks or OTC selling; a coming unlock looks partly priced in. … Show more
Kaito's steady climb likely reflects growing revenue, about 1.4M, as a confidence signal. Its AI research tools and Yaps social mining system are gaining traction, which could drive organic demand for the token. x.com
Worldcoin's token unlocks, worth around $100 million a month, need that much exit liquidity every month, and the buyers to absorb them have been drained. x.com
PUMP looks set to dump as token unlocks begin. A post the author replies to reports that over $6M of tokens moved to investor and team wallets within an hour. x.com
Kaito's new Katalyst system could make it the standard for performance-based marketing in crypto if its attribution works well. Projects can now reward creators for results such as mindshare, clicks, signups, deposits and on-chain activity rather than impressions alone. In token-launch campaigns, 20% of the reward pool is shared with KAITO stakers and 80% goes to creators. x.com
Altcoins may still have one more leg down even if altcoin dominance has bottomed, and bitcoin would fall too, though alts should outperform it. In 2019 the Fed ended QT and altcoin dominance bottomed, yet altcoin market cap crashed another 40%; the Fed ended QT again in 2025. x.com
