Ola Ξlixir
AI Engineer, Building Vano, Web3 Growth
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
Nano does not meet the criteria for investment yet: it needs a Turing-complete virtual machine and a DeFi ecosystem whose use burns supply before it becomes interesting. Its Sybil resistance does involve some work per transaction, but feeless transfers alone, as a post the author replies to touts, are not enough. x.com
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
Ethereum can't do well over time unless it regains the strength and market share it lost to Solana, especially with inflationary tokenomics. Crypto is maturing, and Bitcoin will no longer lift the rest of the market the way it used to, contrary to @Nam_1r's view that a big bitcoin rally would surely pull ETH to a new high. x.com
Ether is not worth buying or using until Ethereum fixes its gas fees, which are too high. x.com
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.com
The era of buying Ether or Solana to make money looks over, as money circulates among smaller tokens while the majors stay flat. First Robinhood's chain and now Arc have drawn the flows. Even whether ETH and SOL are safe havens is debatable, since the top 100 shows these patterns will change. x.com
Pump.fun has squandered its edge, leaving PUMP a disappointing token. The bull case rested on how much the platform earns and its moat around communities, but the team kept shipping trendy features that will die within months instead of building trust, sustainable features and a social layer. Now the rival app Fomo is gaining ground, which Pump.fun deserves. The team is not scamming; it is mismanaging something that has grown too big for its old approach. x.com x.com x.com
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
Aster's ceiling looks low because its rival Hyperliquid has captured TradFi and real-world assets, leaving Aster to bet on small-cap, high-volatility crypto. That is a self-downgrade: this cycle has had no broad altseason, and even future 10x or 100x hot spots tend to draw one-wave capital and users with poor stickiness, as with NFTs and inscriptions. Even with Binance and CZ as a floor, the gap with the leader will likely widen, and its founder seems to lack confidence. x.com x.com