kook
Crypto Trader, Creator of KookLetter
MegaETH's post-launch slump reflects day-one sell pressure and weak sentiment, not its fundamentals, which makes MEGA an opportunity. Early investors who paid $0.02 versus the $0.0999 public sale took profits, 40-50% of airdrop wallets sold most of their tokens, and crypto has been risk-off since October 2025. TVL near $771M shows capital trusts the tech, and TVL-linked unlocks tie supply to network growth. If it sustains 100k TPS, scales USDM and monetizes latency bidding, the $1B FDV is cheap. … Show more
MEGA could reach a $5B valuation at its launch, a big-dream target as Coinbase adds support for the MegaETH token. Coinbase says users can now generate MEGA deposit addresses, though deposits wait until the issuer unlocks transfers. x.com
MegaETH is a dead chain that marketing cannot save. It has nothing to market and little fun to do on it, while rivals such as Robinhood's chain and Stable are doing a better job. x.com x.com
Jito faces selling pressure from today's unlock of 8.4M JTO, worth about $3.4M, which could push it toward the bottom of its $0.3943-$0.4859 range before a bounce. If the $0.4397 mid-range acts as resistance, price could fall back toward $0.3943. x.com
Scheduled insider unlocks leave TRUMP holders exposed to continuing selling pressure. Around 80% of the memecoin is held by insiders, while retail supplies the exit liquidity; the token is already down about 98% from its high. x.com x.com x.com
MegaETH is being abandoned as apps leave and the team ignores criticism, while Monad grows. Per another user, TopStrike and Showdown are moving to Robinhood after MegaETH dropped its points system to build a wallet nobody wants. MegaETH's philosophy and innovations were strong; paired with Monad's humble approach and ecosystem support, it could have been crazy. x.com x.com 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
Monad's MON looks bullish because nearly all early investors declined to sell their locked tokens to the Monad Foundation. The foundation offered to buy locked MON at a discount reflecting the four-year lock-up, capped at $60 million, and the program has now concluded. x.com
Bitcoin and other risk assets are back after the Treasury signaled a liquidity injection, essentially turning the printer on. Falling long-term yields reflect markets pricing possible explicit or implicit yield curve control more than the buybacks themselves, which remain minor relative to net issuance. Short sellers are out of juice, and no bad news over the past three months has taken bitcoin below $60,000; with Saylor selling too, the bottom is in. x.com x.com