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⚠️ THE FDV TRUTH: Trading the Price While Respecting the $77\%$ Locked Supply.
$AT $'s circulating supply is only $250$ million, with a total supply of $1$ billion. This means $77\%$ of the tokens are locked and subject to future vesting.
Professional Risk Assessment: The high Fully Diluted Valuation (FDV) relative to the Market Cap ($92.62$M current MC vs. potentially $370$M+ FDV) creates a long-term inflationary headwind. This is the primary reason for market skepticism and the current low price.
Safe Side Strategy: Acknowledge this risk. Reduce your overall position size compared to lower-FDV projects. Use future unlock dates (Q1 2026 onwards) not as exit signals, but as potential buying opportunities if the RWA utility adoption can outpace the inflation (i.e., if demand rises faster than supply).
$AT
#Tokenomics #FDV #InflationRisk
$AT $'s circulating supply is only $250$ million, with a total supply of $1$ billion. This means $77\%$ of the tokens are locked and subject to future vesting.
Professional Risk Assessment: The high Fully Diluted Valuation (FDV) relative to the Market Cap ($92.62$M current MC vs. potentially $370$M+ FDV) creates a long-term inflationary headwind. This is the primary reason for market skepticism and the current low price.
Safe Side Strategy: Acknowledge this risk. Reduce your overall position size compared to lower-FDV projects. Use future unlock dates (Q1 2026 onwards) not as exit signals, but as potential buying opportunities if the RWA utility adoption can outpace the inflation (i.e., if demand rises faster than supply).
$AT
#Tokenomics #FDV #InflationRisk
⚠️ RISK MANAGEMENT: The $AT $ Token Unlock Shadow & FDV Reality.
The fact remains: $77\%$ of the 1 Billion $AT $ supply is still locked. This high Fully Diluted Valuation (FDV) relative to the Market Cap creates structural sell-side risk.
Mind Sharing: A professional trader acknowledges this risk. The current price reflects this skepticism. Your "Safe Side" allocation size must reflect this FDV reality.
Strategy: Use the long-term RWA vision as conviction, but use the high FDV as your reason for strict position sizing—only invest what you are prepared to see depreciate during future unlock cycles
.
$AT
#Tokenomics #RiskManagement #FDV
The fact remains: $77\%$ of the 1 Billion $AT $ supply is still locked. This high Fully Diluted Valuation (FDV) relative to the Market Cap creates structural sell-side risk.
Mind Sharing: A professional trader acknowledges this risk. The current price reflects this skepticism. Your "Safe Side" allocation size must reflect this FDV reality.
Strategy: Use the long-term RWA vision as conviction, but use the high FDV as your reason for strict position sizing—only invest what you are prepared to see depreciate during future unlock cycles
.
$AT
#Tokenomics #RiskManagement #FDV
Hidden Danger Ahead
💥 SAROS: 124% PUMP BUT CHECK FDV!
Market Cap:$10.12M
**Fully Diluted Value(FDV): $59.90M** 😱
That’s 6x the current cap!Future unlocks = selling pressure.
#Saros #CryptoAnalysis #FDV #Investing #Warning
---$SAROS
💥 SAROS: 124% PUMP BUT CHECK FDV!
Market Cap:$10.12M
**Fully Diluted Value(FDV): $59.90M** 😱
That’s 6x the current cap!Future unlocks = selling pressure.
#Saros #CryptoAnalysis #FDV #Investing #Warning
---$SAROS
UNLOCK CHAOS. TOKENOMICS BOMB DROPPED.
FDV IS THE REAL ENEMY. NOT MARKET CAP.
99% SUPPLY LOCKED? MASSIVE DUMP IMMINENT.
STOP GETTING REKT BY UNLOCKS. UNDERSTAND FDV NOW.
THIS IS YOUR LAST WARNING. PROTECT YOUR BAGS.
DISCLAIMER: NOT FINANCIAL ADVICE.
$TOKEN $CRYPTO #TOKENOMICS #FDV #CRYPTOALPHA 💥
FDV IS THE REAL ENEMY. NOT MARKET CAP.
99% SUPPLY LOCKED? MASSIVE DUMP IMMINENT.
STOP GETTING REKT BY UNLOCKS. UNDERSTAND FDV NOW.
THIS IS YOUR LAST WARNING. PROTECT YOUR BAGS.
DISCLAIMER: NOT FINANCIAL ADVICE.
$TOKEN $CRYPTO #TOKENOMICS #FDV #CRYPTOALPHA 💥
THIS is Why Your $L2 Project Is Crashing (The $10B FDV Trap) 🚨
The biggest trap for new investors isn't bad tech—it's disastrous tokenomics. You bought a top-tier Layer 2 project, held for two years, and watched it dump 80% while $BTC rallied. Why?
You mistook Market Cap for true valuation, thinking the asset was "cheap." Market Cap only accounts for circulating tokens.
The real killer is Fully Diluted Valuation (FDV). FDV represents the total value of all tokens that will ever exist. If a project has a $1000X Million Market Cap but a $1000X Billion FDV, it signifies that 99% of the supply is still locked. This future supply is guaranteed selling pressure, ensuring the price is crushed during unlocks. High FDV relative to Market Cap is a ticking time bomb 💣.
Disclaimer: Not financial advice. Always DYOR.
#Tokenomics #FDV #CryptoEducation #BinanceSquare
🧠
The biggest trap for new investors isn't bad tech—it's disastrous tokenomics. You bought a top-tier Layer 2 project, held for two years, and watched it dump 80% while $BTC rallied. Why?
You mistook Market Cap for true valuation, thinking the asset was "cheap." Market Cap only accounts for circulating tokens.
The real killer is Fully Diluted Valuation (FDV). FDV represents the total value of all tokens that will ever exist. If a project has a $1000X Million Market Cap but a $1000X Billion FDV, it signifies that 99% of the supply is still locked. This future supply is guaranteed selling pressure, ensuring the price is crushed during unlocks. High FDV relative to Market Cap is a ticking time bomb 💣.
Disclaimer: Not financial advice. Always DYOR.
#Tokenomics #FDV #CryptoEducation #BinanceSquare
🧠
Why Your $ETH Altcoin Bag Is Crashing: The $10B FDV Trap 💣
Everyone knows the frustration: holding a top-tier Layer 2 project for years, only to see an 80% price drop while the rest of the market rallies. The root cause is rarely the development team; it’s almost always the Tokenomics.
The Truth About FDV is simple but brutal. New investors mistakenly look at Market Cap, thinking a coin is "cheap" because the number is small. But Market Cap only accounts for the circulating tokens. This is a mirage.
Fully Diluted Valuation (FDV) represents the true valuation of every token that will ever exist. If a project has a $1000X Million Market Cap but a $10 Billion FDV, it means a staggering 99% of the supply is still locked up. As those tokens unlock over time, they exert massive, continuous selling pressure, crushing the price action even if $BTC is making new highs. Ignoring FDV is financial suicide. 📉
This is not financial advice. DYOR.
#Tokenomics #FDV #CryptoEducation #L2
🧠
Everyone knows the frustration: holding a top-tier Layer 2 project for years, only to see an 80% price drop while the rest of the market rallies. The root cause is rarely the development team; it’s almost always the Tokenomics.
The Truth About FDV is simple but brutal. New investors mistakenly look at Market Cap, thinking a coin is "cheap" because the number is small. But Market Cap only accounts for the circulating tokens. This is a mirage.
Fully Diluted Valuation (FDV) represents the true valuation of every token that will ever exist. If a project has a $1000X Million Market Cap but a $10 Billion FDV, it means a staggering 99% of the supply is still locked up. As those tokens unlock over time, they exert massive, continuous selling pressure, crushing the price action even if $BTC is making new highs. Ignoring FDV is financial suicide. 📉
This is not financial advice. DYOR.
#Tokenomics #FDV #CryptoEducation #L2
🧠
ASTER Is The 8 Billion DEX Lie
When a chart looks this ugly, it’s not a buying opportunity; it’s a fundamental rejection. $ASTER had the predictable moonshot pump, but it has been bleeding out ever since because the market finally looked under the hood.
The valuation is insane. An $8 billion FDV for what is essentially a HyperLiquid copycat shows how detached hype can become from actual utility. The volume is mostly wash trading—alt pairs are paper-thin, propped up by fake liquidity.
But the fatal flaw is the team's mindset. When the CEO states that "nobody wants their trades shown to the whole world," they are admitting they aren't building a decentralized exchange. They are building a CEX with extra steps. True DeFi is transparent; hiding on-chain activity undermines the entire premise. If you are building secrecy, you are not building a resilient protocol. Smart money is already rotating into established $ETH protocols that prioritize immutable transparency over misleading narratives.
This is not financial advice.
#CryptoAnalysis
#DEX
#FDV
#Valuation
#Altcoins
🤨
When a chart looks this ugly, it’s not a buying opportunity; it’s a fundamental rejection. $ASTER had the predictable moonshot pump, but it has been bleeding out ever since because the market finally looked under the hood.
The valuation is insane. An $8 billion FDV for what is essentially a HyperLiquid copycat shows how detached hype can become from actual utility. The volume is mostly wash trading—alt pairs are paper-thin, propped up by fake liquidity.
But the fatal flaw is the team's mindset. When the CEO states that "nobody wants their trades shown to the whole world," they are admitting they aren't building a decentralized exchange. They are building a CEX with extra steps. True DeFi is transparent; hiding on-chain activity undermines the entire premise. If you are building secrecy, you are not building a resilient protocol. Smart money is already rotating into established $ETH protocols that prioritize immutable transparency over misleading narratives.
This is not financial advice.
#CryptoAnalysis
#DEX
#FDV
#Valuation
#Altcoins
🤨
🚨 *Worldcoin (WLD) ALERT!*
down 10.05% today. Analyst Vertix warns that WLD's $3 billion market cap is overshadowed by a $14.7 billion fully diluted valuation (FDV), which could keep pressure on the price due to upcoming token unlocks.¹
*Key Levels to Watch:*
- *Support:* $1.40-$1.50 (steady floor), $1.45 (green demand zone)
- *Resistance:* $1.55-$1.58 (immediate resistance), $1.61, $1.69, $1.75-$1.80
- *Future Targets:* $4.23, $6.54, $11.96 (old resistance zones)
*Supply Pressure:*
- WLD token release is front-loaded, adding constant supply
- High-FDV coins like APT and SUI have struggled under similar conditions
*What to Expect:*
- WLD needs a weekly close and steady hold above $2.00 to start a real run toward $4.23
- Until buying strength balances out coming unlocks, WLD price will likely trade within its current range
*Stay Alert!* 👀 Keep an eye on WLD's price movement and adjust your strategy accordingly. #Worldcoin #WLD #CryptoMarket #FDV #TokenUnlocks
*Key Levels to Watch:*
- *Support:* $1.40-$1.50 (steady floor), $1.45 (green demand zone)
- *Resistance:* $1.55-$1.58 (immediate resistance), $1.61, $1.69, $1.75-$1.80
- *Future Targets:* $4.23, $6.54, $11.96 (old resistance zones)
*Supply Pressure:*
- WLD token release is front-loaded, adding constant supply
- High-FDV coins like APT and SUI have struggled under similar conditions
*What to Expect:*
- WLD needs a weekly close and steady hold above $2.00 to start a real run toward $4.23
- Until buying strength balances out coming unlocks, WLD price will likely trade within its current range
*Stay Alert!* 👀 Keep an eye on WLD's price movement and adjust your strategy accordingly. #Worldcoin #WLD #CryptoMarket #FDV #TokenUnlocks
WCT Wallet Connect Token
#wct
WCT Wallet Connect Token
WalletConnect Token (WCT) is a
cryptocurrency that powers the
onchain UX ecosystem, acting as both
a reward and governance mechanism
within the WalletConnect Network.
The token was designed to support
governance participation and staking,
and it became fully transferable on
April 15, 2025, allowing token holders
to transfer their tokens freely between
wallets and platforms.
The total supply of WCT is capped at 1
billion tokens, with various allocations
for different purposes.
For example, 27% of the tokens are
allocated to the
WalletConnect Foundation for
partnerships, grants, ecosystem
development, and operations, while
18.5% are allocated for seasonal
airdrops to users, apps, wallets, nodes, etc.
As of May 30, 2025, the price of WCT is
approximately $1.05 USD, with a 24-
hour trading volume of $511,528,157
USD.
The fully diluted valuation (FDV)
#FDV
of WCT is approximately
$1,166,456,180,
assuming the maximum number of 1
billion WCT tokens are in circulation.
WalletConnect Token is traded on
exchange,
including Binance.
The token was listed on Binance .
WalletConnect Foundation:
Holds 27% of the total WCT tokens for
partnerships, grants, ecosystem
development, and operations.
Airdrops:
18.5% of the tokens are allocated for
seasonal airdrops to users, apps,
wallets, nodes, etc.
Team: 18.5% of the tokens are
allocated for team members.
Rewards:
17.5% of the tokens are allocated for
staking and performance rewards.
Backers:
11.5% of the tokens are allocated for
those who provided resources and
support to the early-stage Network.
Core Development:
7% of the tokens are allocated for
further development
of the protocol and related modules.
The WalletConnect Network has
facilitated over 185 million onchain
connections for more than 30 million
users across 50,000 app projects since
its inception, and it continues to
power over 22 million monthly
connections for users across leading
decentralized applications.
Tokenomics: The initial design of the
WalletConnect Network's tokenomics
does not include token inflation,
focusing instead on utilizing existing
token allocations and fee structures to
support network operations and
incentivize participation.
Governance:
WCT holders can vote on proposals
and changes, giving the
community control over the network’s
development through decentralized
governance.
Staking:
Users can stake tokens to earn
rewards and participate in governance.
WalletConnect Token is a highly
volatile cryptocurrency, and it is
recommended that investors do their
own research and understand the
risks and potential rewards of
investing in cryptocurrencies.
#WCTToken
$WCT
#WCTLaunchpool
#BinanceSquareFamily
WCT Wallet Connect Token
WalletConnect Token (WCT) is a
cryptocurrency that powers the
onchain UX ecosystem, acting as both
a reward and governance mechanism
within the WalletConnect Network.
The token was designed to support
governance participation and staking,
and it became fully transferable on
April 15, 2025, allowing token holders
to transfer their tokens freely between
wallets and platforms.
The total supply of WCT is capped at 1
billion tokens, with various allocations
for different purposes.
For example, 27% of the tokens are
allocated to the
WalletConnect Foundation for
partnerships, grants, ecosystem
development, and operations, while
18.5% are allocated for seasonal
airdrops to users, apps, wallets, nodes, etc.
As of May 30, 2025, the price of WCT is
approximately $1.05 USD, with a 24-
hour trading volume of $511,528,157
USD.
The fully diluted valuation (FDV)
#FDV
of WCT is approximately
$1,166,456,180,
assuming the maximum number of 1
billion WCT tokens are in circulation.
WalletConnect Token is traded on
exchange,
including Binance.
The token was listed on Binance .
WalletConnect Foundation:
Holds 27% of the total WCT tokens for
partnerships, grants, ecosystem
development, and operations.
Airdrops:
18.5% of the tokens are allocated for
seasonal airdrops to users, apps,
wallets, nodes, etc.
Team: 18.5% of the tokens are
allocated for team members.
Rewards:
17.5% of the tokens are allocated for
staking and performance rewards.
Backers:
11.5% of the tokens are allocated for
those who provided resources and
support to the early-stage Network.
Core Development:
7% of the tokens are allocated for
further development
of the protocol and related modules.
The WalletConnect Network has
facilitated over 185 million onchain
connections for more than 30 million
users across 50,000 app projects since
its inception, and it continues to
power over 22 million monthly
connections for users across leading
decentralized applications.
Tokenomics: The initial design of the
WalletConnect Network's tokenomics
does not include token inflation,
focusing instead on utilizing existing
token allocations and fee structures to
support network operations and
incentivize participation.
Governance:
WCT holders can vote on proposals
and changes, giving the
community control over the network’s
development through decentralized
governance.
Staking:
Users can stake tokens to earn
rewards and participate in governance.
WalletConnect Token is a highly
volatile cryptocurrency, and it is
recommended that investors do their
own research and understand the
risks and potential rewards of
investing in cryptocurrencies.
#WCTToken
$WCT
#WCTLaunchpool
#BinanceSquareFamily
🤣☠️ This is exactly why you need to understand:
🤣☠️
This is exactly why you need to understand tokenomics, market cap, and fully diluted valuations (FDV)!
Or if you want something a bit more casual and playful:
😂💀
And that’s why knowing the difference between tokenomics, market cap, and #FDV can save your portfolio!
#TrumpVsMusk
#OneBigBeautifulBill
#BTC110KToday?
#TRUMP .
$BTC
$ETH
$BNB
This is exactly why you need to understand tokenomics, market cap, and fully diluted valuations (FDV)!
Or if you want something a bit more casual and playful:
😂💀
And that’s why knowing the difference between tokenomics, market cap, and #FDV can save your portfolio!
#TrumpVsMusk
#OneBigBeautifulBill
#BTC110KToday?
#TRUMP .
$BTC
$ETH
$BNB
See original
📊 Best privacy tokens according to their FDV.
#MarketSentimentToday #Market_Update #FDV #Liquidations #tokens $ROSE $MINA $COTI
#MarketSentimentToday #Market_Update #FDV #Liquidations #tokens $ROSE $MINA $COTI
Fully Diluted Valuation 🔍
Soil’s fully diluted valuation (FDV) is $27.65 million, representing the market cap if all 100 million SOIL tokens were in circulation at the current price. FDV provides insight into Soil’s long-term value potential. A lower circulating supply compared to FDV suggests room for growth as more tokens are released. How does FDV impact your investment decisions? Analyze Soil’s potential! #FDV #Soil
Soil’s fully diluted valuation (FDV) is $27.65 million, representing the market cap if all 100 million SOIL tokens were in circulation at the current price. FDV provides insight into Soil’s long-term value potential. A lower circulating supply compared to FDV suggests room for growth as more tokens are released. How does FDV impact your investment decisions? Analyze Soil’s potential! #FDV #Soil
See original
“High FDV + low circulation” causes dissatisfaction in the community: Binance adjusts its coin listing strategy, where should project owners and retail investors go?
Background
Recently, due to the fact that "high FDV + low circulation" tokens have flooded the market and generally performed poorly, the community has become strongly dissatisfied with VC (venture capital) and value coins. This phenomenon has not only aroused controversy between MEME coins and VC/value coins, but has also attracted the attention and participation of investment institutions including a16z and Dragonfly.
Exchange Adjustments: New Strategies for Binance and OKX
In this context, crypto exchanges Binance and OKX have adjusted their listing strategies. On the evening of May 20, Binance released a public recruitment plan for listing projects. The announcement pointed out that tokens with high valuations and low circulation will bring huge selling pressure when they are unlocked in the future, which is not good for ordinary investors and loyal community members of the project. To this end, Binance decided to take the lead in supporting small and medium-sized cryptocurrency projects and encourage high-quality teams to apply for listing, including direct listing, Launchpools and Megadrops. Binance hopes to promote the development of the blockchain ecosystem by supporting small and medium-sized projects with good fundamentals, organic community foundation, sustainable business model and industry responsibility.
Recently, due to the fact that "high FDV + low circulation" tokens have flooded the market and generally performed poorly, the community has become strongly dissatisfied with VC (venture capital) and value coins. This phenomenon has not only aroused controversy between MEME coins and VC/value coins, but has also attracted the attention and participation of investment institutions including a16z and Dragonfly.
Exchange Adjustments: New Strategies for Binance and OKX
In this context, crypto exchanges Binance and OKX have adjusted their listing strategies. On the evening of May 20, Binance released a public recruitment plan for listing projects. The announcement pointed out that tokens with high valuations and low circulation will bring huge selling pressure when they are unlocked in the future, which is not good for ordinary investors and loyal community members of the project. To this end, Binance decided to take the lead in supporting small and medium-sized cryptocurrency projects and encourage high-quality teams to apply for listing, including direct listing, Launchpools and Megadrops. Binance hopes to promote the development of the blockchain ecosystem by supporting small and medium-sized projects with good fundamentals, organic community foundation, sustainable business model and industry responsibility.
🔹 #Price & Market Data
Current Price: $48.01
Change: +0.01% (basically flat)
Market Cap: $162.72M
On-chain Liquidity: $40.56M
On-chain Holders: 53,646
#FDV (Fully Diluted Valuation): $162.72M
🔹 Chart (1 Day View)
The candlestick chart is set to 1D (daily) timeframe.
Recent range:
High: ~$48.52
Low: ~$45.61
#Current price is consolidating around $48 after a dip.
🔹 Moving Averages
MA(7): 48.01686 (yellow)
MA(25): 48.01133 (pink)
MA(99): 47.49093 (blue)
Price is sitting very close to the 7-day and 25-day moving averages, suggesting sideways consolidation.
🔹 Volume
24h Volume: ~363M shown on chart.
Noticeable spike in volume around Sept 13, 2025, suggesting strong buying/selling activity.
Current volume seems lower compared to that spike.
✅ Interpretation:
The token is trading in a narrow range (~$45.6 – $48.5).
The fact that price is hovering right on top of short- and mid-term moving averages suggests indecision — the next move could be a breakout or further sideways movement.
Watch liquidity and volume: any strong surge could indicate the next trend direction.
⚠️ Caution: This is not financial advice. Cryptos with relatively low liquidity and concentrated holder bases can be very volatile.
Would you like me to do a technical analysis (support/resistance, trend, and possible price direction), or would you prefer a simplified risk/reward breakdown for this token?
#MarketPullback #TrumpNewTariffs
Current Price: $48.01
Change: +0.01% (basically flat)
Market Cap: $162.72M
On-chain Liquidity: $40.56M
On-chain Holders: 53,646
#FDV (Fully Diluted Valuation): $162.72M
🔹 Chart (1 Day View)
The candlestick chart is set to 1D (daily) timeframe.
Recent range:
High: ~$48.52
Low: ~$45.61
#Current price is consolidating around $48 after a dip.
🔹 Moving Averages
MA(7): 48.01686 (yellow)
MA(25): 48.01133 (pink)
MA(99): 47.49093 (blue)
Price is sitting very close to the 7-day and 25-day moving averages, suggesting sideways consolidation.
🔹 Volume
24h Volume: ~363M shown on chart.
Noticeable spike in volume around Sept 13, 2025, suggesting strong buying/selling activity.
Current volume seems lower compared to that spike.
✅ Interpretation:
The token is trading in a narrow range (~$45.6 – $48.5).
The fact that price is hovering right on top of short- and mid-term moving averages suggests indecision — the next move could be a breakout or further sideways movement.
Watch liquidity and volume: any strong surge could indicate the next trend direction.
⚠️ Caution: This is not financial advice. Cryptos with relatively low liquidity and concentrated holder bases can be very volatile.
Would you like me to do a technical analysis (support/resistance, trend, and possible price direction), or would you prefer a simplified risk/reward breakdown for this token?
#MarketPullback #TrumpNewTariffs
📢 Undervalued Launchpad Coins?
🌐 These 10 tokens are flying under the radar with FDVs below $100M
🔹 $PAAL
🔹 $CGPT
🔹 $GEMS
🔹 $AITECH
🔹 $SFUND
🔹 $DODO
🔹 $DAO
🔹 $XAVA
🔹 $GRAIL
🔹 $IDIA
🔍 Which one are you watching for the next breakout?
#Crypto #Altseason #Launchpad #FDV #DeFi
🌐 These 10 tokens are flying under the radar with FDVs below $100M
🔹 $PAAL
🔹 $CGPT
🔹 $GEMS
🔹 $AITECH
🔹 $SFUND
🔹 $DODO
🔹 $DAO
🔹 $XAVA
🔹 $GRAIL
🔹 $IDIA
🔍 Which one are you watching for the next breakout?
#Crypto #Altseason #Launchpad #FDV #DeFi
The 98% Wipeout: VC Darlings Are Bleeding Out
We need to talk about the valuation graveyard.
The chasm between what VCs paid for projects and what the public market currently values them at is the most critical reality check of this cycle. These projects were funded at peak euphoria, and the subsequent collapse is staggering, revealing the true cost of overhyped narratives.
Consider the damage: Fuel raised at a billion dollar valuation and is now sitting at a 98% deficit. Scroll and Eclipse are right behind, down 95% and 91% respectively. Even major tokens like StarkNet and Celestia ($TIA) are down over 80% from their high-water fundraising marks. $APT, a former giant, is down 45%.
This data confirms that a high FDV is not a floor—it is often a massive liability. While $BTC consolidates, the private market collateral damage reveals that VCs are often the exit liquidity for each other. Always analyze the fully diluted numbers. Your entry price matters far more than the technology when the market decides to reprice the risk.
Not financial advice. Do your own research.
#VCRisk #FDV #ValuationCollapse #TIA #APT
💀
We need to talk about the valuation graveyard.
The chasm between what VCs paid for projects and what the public market currently values them at is the most critical reality check of this cycle. These projects were funded at peak euphoria, and the subsequent collapse is staggering, revealing the true cost of overhyped narratives.
Consider the damage: Fuel raised at a billion dollar valuation and is now sitting at a 98% deficit. Scroll and Eclipse are right behind, down 95% and 91% respectively. Even major tokens like StarkNet and Celestia ($TIA) are down over 80% from their high-water fundraising marks. $APT, a former giant, is down 45%.
This data confirms that a high FDV is not a floor—it is often a massive liability. While $BTC consolidates, the private market collateral damage reveals that VCs are often the exit liquidity for each other. Always analyze the fully diluted numbers. Your entry price matters far more than the technology when the market decides to reprice the risk.
Not financial advice. Do your own research.
#VCRisk #FDV #ValuationCollapse #TIA #APT
💀
$BB
We compared how much real, retained capital backs each unit of market value across four protocols.
BounceBit comes out on top — the “work per dollar” is higher, and markets notice. 🚀
Chart: TVL/FDV comparison — BounceBit vs. Ethena, Ondo, Plume
#BounceBit #DeFi #TVL #FDV #CryptoAnalysis
We compared how much real, retained capital backs each unit of market value across four protocols.
BounceBit comes out on top — the “work per dollar” is higher, and markets notice. 🚀
Chart: TVL/FDV comparison — BounceBit vs. Ethena, Ondo, Plume
#BounceBit #DeFi #TVL #FDV #CryptoAnalysis
See original
🚨 The crypto market in a narrative vacuum.
#NFT volumes <1% from the peak of 2021. Memes only account for 10% of #defi /NFT.
This silence is not weakness, but a reboot.
Narratives drive 90% of liquidity.
Just one line that the market believes in is enough.
Belief → demand → chart → new belief.
---
🔥 How to recognize 'day zero':
— spike #TVL 48–72 hours,
— abnormal volume #DEX vs #FDV ,
— growth of GitHub commits,
— hype in CT/Google Trends,
— project roadmaps change synchronously.
Liquidity rotates: leaders → followers → tourists.
Whoever sees it first gets x100.
🎯 Candidates for the new meta:
— DePIN 2.0,
— prediction markets,
— UX abstraction,
— hybrid RWAs + stable rails.
---
📌 Pro tips:
— basket 60–30–10 (leader – competitor – experiment),
— lock in exits in advance,
— track saturation (growth of clones + decline of metrics).
⌛ 2025 = the time of the patient.
The new narrative will seem strange on the first day,
and in a year — 'obvious'.
Silence now is an advantage tomorrow.
The main thing is to prepare a plan and meet the wave fully armed.
⚡️ 99% will laugh and yawn.
1% will see the signal and enter history before everyone else.
#BTC #ETH #XRP #NarrativeShift #Crypto2025
#NFT volumes <1% from the peak of 2021. Memes only account for 10% of #defi /NFT.
This silence is not weakness, but a reboot.
Narratives drive 90% of liquidity.
Just one line that the market believes in is enough.
Belief → demand → chart → new belief.
---
🔥 How to recognize 'day zero':
— spike #TVL 48–72 hours,
— abnormal volume #DEX vs #FDV ,
— growth of GitHub commits,
— hype in CT/Google Trends,
— project roadmaps change synchronously.
Liquidity rotates: leaders → followers → tourists.
Whoever sees it first gets x100.
🎯 Candidates for the new meta:
— DePIN 2.0,
— prediction markets,
— UX abstraction,
— hybrid RWAs + stable rails.
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📌 Pro tips:
— basket 60–30–10 (leader – competitor – experiment),
— lock in exits in advance,
— track saturation (growth of clones + decline of metrics).
⌛ 2025 = the time of the patient.
The new narrative will seem strange on the first day,
and in a year — 'obvious'.
Silence now is an advantage tomorrow.
The main thing is to prepare a plan and meet the wave fully armed.
⚡️ 99% will laugh and yawn.
1% will see the signal and enter history before everyone else.
#BTC #ETH #XRP #NarrativeShift #Crypto2025
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