Andy
Co-Founder of The Rollup & The Rollup Ventures
Monad is gaining momentum after reclaiming support, and Coinbase is unlikely to let its first public ICO fail to eventually rally hard. After bouncing off higher-timeframe support, a clean break of resistance should bring solid acceleration toward new all-time highs. x.comÂ
Monad and Hyperliquid look like the chosen tokens for the next big altcoin run, since that is where confluence, attention and money are concentrating; buying random alts makes no sense. x.comÂ
Monad has bad tokenomics that good tech cannot offset: the high-FDV, low-float model is over, as Berachain showed. The next unlock comes April 26, 2026, and large unvesting starts in November 2026. More than 130 dapps are live, and none has been a success. x.com x.comÂ
Injective faces no large early-investor unlock that could add selling pressure over the long term. All of its token supply is already circulating, with market cap equal to fully diluted value; that makes holding it a healthier long-term proposition than RWA layer-1 tokens with an unlock cliff. x.com x.comÂ
Ethena's bull case is back as the basis trade returns, and Monad is a bet on its team pumping the price before unlocks in two months. ENA has doubled from its bottom but is still about 90% below its top, so if the market stays bullish and that case holds, the token is free here and dips are for buying. Monad is not a fundamentals bet; DonAlt, fresh off calling last year's top and a recent bottom, backs it as his only altcoin besides ETH, a catalyst big enough to send it multiples higher. x.com … Show more
SpaceX shares face short-term selling pressure and volatility as the post-IPO lock-up ends for about 912 million shares, which could more than double the publicly tradable supply. Meaningful selling is likely from early investors, some holding over a decade and with venture funds needing to return capital, while employees may cash out a portion. A complete collapse is unlikely unless insiders sell far more than expected; better to stay away until the market absorbs the supply. x.comÂ
World Liberty Financial looks built to take money from retail, with control concentrated at the top while most holders cannot sell. About 80% of early investors remain locked, yet the team has sold billions of new tokens despite raising $550M+, and a few wallets control most of the supply. The plan to unlock 62 billion tokens sent WLFI down 13% to new all-time lows. Some partners are linked to fraud, one big investor has sued over frozen tokens, and there are claims of a hidden blacklist. x.comÂ
Formerly low-float, high-FDV tokens that are becoming fully unlocked, such as NEAR, Uniswap's UNI and ether.fi's ETHFI, can finally go up once they stop being diluted every month. x.com x.comÂ
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.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