MikeS

Nice launch from $DN - strong volume and steady PA post-open. Fair opening val, clear narrative + social signal usually help.

SOL has been interesting lately. It's held HTF support for the past \~2 months and has been bouncing well on pullbacks relative to BTC and ETH.

Per Artemis, only Privacy (+256%) and exchange tokens (+21.3%) finished 2025 in the green. a16z's 2026 Big Ideas also pointed out that privacy may become the most important moat in crypto. The current state: blockspace is increasingly interchangeable. Fees, TPS, and throughput

$MET looks undervalued. \~$1M in 24h revenue, trading at \~$280M FDV. PUMP trades at $2B+ FDV with similar revenue, while JUP sits around \~$1.6B FDV with roughly half of MET's revenue and aggressive monthly unlocks. MET has deployed $12M+ in buybacks to date.

BTC looks strong - small NYO dip was quickly bought, pushing to a new YTD high. Spot flows are rising, and CB premium is close to flipping positive after heavy US selling in late Dec.

Another project on my watchlist. @DeepNodeAI is a P2P network where models, data, and compute are contributed permissionlessly, owned by contributors, and ranked by real-world usefulness (PoWR). Value creation is measurable, with rewards following usage. TGE in \<5 days. Worth

Memes had an insane run this week, weekend pump as expected. I closed $PENGU after a strong short-term move - staying cautious given NYO + Venezuela/oil headlines. If the rally sticks, there'll be chances to re-enter after the dust settles. PENGU, USELESS, PEPE remain the best

$USELESS is following the game plan. Resistance around 0.11, but a clean break should push it higher. BONK is up \~30% today, and with the 6% annual supply distribution now concluded, that adds confluence for USELESS to run alongside $BONK's strength.

With big memes looking oversold, I think $USELESS is one of the more asymmetric setups right now. Still the #1 meme in the BONK ecosystem, sub-$100M mcap, \~4x below ATH, and volume is picking back up (e.g. \~$8M 24h spot on Coinbase vs \~$5M for WIF). People forget how reflexive

Big memes look relatively strong vs broader alts. $PEPE (along with WIF and PENGU) saw aggressive sell pressure since October, further amplified by year-end tax-loss harvesting. After a 2x+ drawdown, price is now regaining structure on the 4H, while spot volume has remained

BTC had strong sell pressure for weeks -- CVD bleeding, CB premium negative. Price still holding above \~86k though. OI rising while funding drifts lower suggests shorts are adding. @RunnerXBT mentioned a lot of US selling could be tax / EOY rebalancing related, which could likely

$LIT is trading around $2.77 after finding some support near $2.3--2.6. With the last investor round at \~$1.5, I was hoping to bid sub-$2, factoring in day-one airdrop sell pressure and a much weaker market backdrop. Their stats look good -- $1.49B TVL, $233B in 30d perps volume,

Sei closed Q3'25 with $4.6B in spot volume. AMMs still lead, but the more interesting signal is the rise of on-chain CLOBs. Why CLOBs matter: • Capital efficiency → liquidity isn't stuck in curves • Tighter spreads → better price discovery • Scales with volume → works for

Selling pre-NYO has been the right trade most of this month. CB premium negative \~2 weeks now. $88k liquidity cluster got taken out today. Downside looks more limited here, still targeting a $90k test near term if BTC holds above $86.5k.

The gaming sector may have been a major contributor to the network activity growing for Sei in Q3, and that momentum hasn't gone away. What's changed in Q4 is the surface area: Alongside games, Sei has been pushing institutional-grade infra (validators, custody, security), a

Gold just hit a new ATH at $4,383. Bitcoin is \~28% off its highs, posting its worst Q4 in 7 years, without any significant negative news or FUD. That divergence, however, makes sense. Gold is absorbing central bank demand and late-cycle capital looking for stability. Bitcoin

\~85% of 2025 launches are underwater. $RAVE just made a new ATH and entered price discovery. Launched around $0.18, now \~3x, with more catalysts ahead. Still holding.

I touched earlier on how Sei Giga architecture is gravitating towards consensus and finality. With that, Market Infrastructure Grid ties perfectly into how @SeiNetwork is cementing its infrastructure for global markets. Validators like Binance \& Kraken. Custody and security