Rand Group
Crypto Trader & Investor, Building RR2 Capital, Early-Stage Investing
The TRUMP memecoin may not be the last Trump-linked token, as Trump said he would "probably" release more memecoins. The token is down 98% from its high, and Trump earned $635M in royalties while retail investors lost nearly $3 billion. x.com x.comÂ
SpaceX faces near-term selling risk from an insider-share unlock despite a remarkably strong quarter. Tomorrow, 28% of its insider lockup pool, nearly 10% of all shares, becomes eligible for sale. Revenue reached $14.6 billion, up 161%, with $4.4 billion in net profit; $7.6 billion in AI revenue now exceeds Starlink and other connectivity revenue combined. x.comÂ
The Official Trump meme token should move higher in the short term ahead of Trump hosting a memecoin conference at Mar-a-Lago this month. It is a quick trade, not a long-term hold. x.com x.comÂ
Trump-family crypto projects have enriched insiders at retail's expense. The family made $1.4B from crypto in 16 months, while World Liberty Financial fell from the 40 cents retail paid to 10 cents. The TRUMP memecoin is down 96% with 760,000+ wallets losing money as 58 wallets made $10M+ each, and MELANIA is down 99%, leaving over $4.3B in retail losses. The dinner-with-Trump contest drew $148M in coin buys. 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
The TRUMP token could skyrocket to $7 or even $11 if a cryptic White House video is teasing the long-delayed Trump phone launch. The clip has a woman asking whether it is launching soon and someone saying yes, followed by a flashing flag and a notification sound, resembling the Solana phone and BONK airdrop playbook. The token also recently tapped its 100 EMA, a level that acts as final resistance in a downtrend or support in an uptrend. 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
SpaceX faces a long overhang of unlocked shares. The stock fell back to its IPO price as 319 million shares held by early employees and investors became tradable, one step in a slow release that frees roughly 88% of its 13 billion shares by 2027. SpaceX lost over $100 billion in market cap that day, per @UnfilterFinance. 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
SpaceX's slide after its IPO was obvious given a valuation that was too high, no revenue and huge share unlocks. As DeFiMidas noted, the next unlocks add about 14% of shares on September 24, another 14% on October 25 and about 28% on November 7, a large wave of new supply while the stock is already struggling after the IPO hype. x.comÂ