LANGERIUS
Founder of Hunters of Web3, Attorney/Adviser, Investor & Trader
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
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
Plasma's pumps are likely to be smothered for a while because a lot of float and supply remains in holders' hands. Many accounts promoting the product release disclose they are investors, much of the timeline seems to have been in a seed or angel round, and after the drop there are enough marginal sellers at bands all the way up. The product is reportedly decent and tokenomics may be changing for the better, but holders look keen to cut underwater positions. x.com x.com
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
ANSEM is the only memecoin of the past 18 months with any kind of moat, making it interesting and still relatively cheap in a bear market. Ansem has staked his reputation on the eponymous token, unlike anonymous new launches that get dumped to zero. His z500 onchain index lets teams airdrop supply to holders and buy and burn ANSEM to climb the leaderboard, creating rent collection amid the carnage. Even a rug would need a proportional amount of ANSEM bought and burned, which benefits holders. … Show more
Ansem's launchpad is built for pure extraction, which taints the ANSEM token. Ansem's close friends, who hold over 50% of ANSEM's supply, launch heavily bundled tokens, dump them on buyers, then buy and burn ANSEM to claim clout while unloading their bundles. One example did $1.7 million of volume at a $140,000 market cap, and it is one of many. x.com 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
