Master of Crypto
Crypto Market Intelligence Publisher
Jito may not be generating enough to make its token worth owning: about $16 million against a roughly $300 million market cap, even as Jito reaffirms that it is built around JTO. x.comÂ
Weak liquidity and insufficient buying pressure leave altcoins vulnerable to another liquidation wave. Many sit near support while selling pressure persists, so even a small selloff could trigger liquidations; a bounce is still possible, but the bottom is not convincing yet. A further major drop would offer better entries in bitcoin, ether, Pendle and Bittensor, whose long-term potential remains intact. x.comÂ
Jito's token can return at least 3x and should get back to its all-time high one day. The broader Solana ecosystem looks really good, and Jito's founder is seen as among the best builders. Further buying is planned if the price holds here. x.com x.comÂ
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.comÂ
MegaETH's bottom is in at its token launch, as TVL jumped over 200% in 24 hours and circulating supply is under 10%. It looks like an easy buy under $0.17; most recipients will sell their unlock, and it could trade around $0.40 within two to three days. x.com x.com x.comÂ
Jito is a bet on a Solana summer and on JTX giving the token a second revenue engine. Rising Solana activity lifted MEV fees 41.9% in seven days, turning revenue up 20%, though it is still down 39.2% over the month and liquid-staking fees are falling. Holders get no revenue share today, so the market prices future value capture; Jito says a large portion of revenue from JTX, its new self-custodial Solana trading platform, will flow to JTO holders. x.comÂ
Plasma's token could follow Pump's path, where a heavily shorted unlock became a clearing event that forced shorts to buy back. Both launched on hype, sold off at once and became hated, with the unlock dump priced in for months. About 1.67B team and investor XPL tokens unlock at the September one-year cliff, and the selling may already be front-run. Unlike Pump, which used half its revenue to buy its token, XPL lacks a revenue engine buying underneath, so it has only the setup. x.comÂ
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.comÂ
LayerZero's unlock sell pressure is hopefully behind it, since the March 20 unlock has passed and not all investors sell. ZRO is up 20% from its $1.88 bottom, and the current bounce looks good. x.comÂ