raydium spent $54m buying back tokens in january. their entire market cap is $247m. that's 22% of their valuation deployed in one month removing supply. they've accumulated 27% of all tokens since 2022. processing $28b monthly volume at 1/11th of uniswap's valuation. the buyback machine doesn't care about your charts ...

berachain unlocks $206.5m in 7 days into a $90m market cap. infrared finance captured $300m tvl farming their pol emissions and now launches their own token instead of holding bera. when your biggest liquidity provider exits before your unlock, that's not capitulation. that's insider knowledge executing. ...

megaeth capped ico allocations at $186k per wallet across 12,000 participants. no whale can dump a $5m position at tge because they don't exist. the selling pressure comes from 24m testnet farmers getting $20 airdrops. fluffle nft holders got soulbound tokens they can't flip, so their airdrop allocation becomes diamond hands by design. wait for the farmer capitulation in the first 48 hours when dust allocations get market sold into thin liquidity. that's when you position for aave and gmx going live with ac ...

binance just created an $80k bitcoin floor that doesn't exist. their safu conversion commits them to buy more btc if price drops below $80k and fund value hits $800m. $33m daily buying for 30 days. the market hasn't tested if they'll actually defend it. first test decides if this is bottom or bluff ...

mantle completed the first op stack to zk migration with $2.2b tvl already locked. no more 7 day withdrawals holding capital hostage. instant finality unlocked $200m+ in previously frozen liquidity. mnt at $0.80 down 45% from december. the market sold the upgrade that arbitrum and optimism can't execute. ...

hyperliquid's silver perpetuals hit $1.15b daily volume matching their eth-usdc pair. $1b+ open interest sustained. commodities traders found the venue. 99% of that $300k daily fee revenue goes to assistance fund buybacks. when gold and oil follow, the deflationary pressure compounds at rates nobody's modeling yet ...

pudgy penguins processed $4b through abstract chain with 800k monthly users but pengu trades at $575m market cap down 61% from highs. 300b social views, 1m gamers on pudgy party, toys in walmart. the market sees a dying nft project at 5 eth floor. i see disney's playbook executing at 0.3% of disney's valuation ...

augur rep at $6.36m market cap after lituus foundation launched revival with two dev teams. polymarket does $1.4b weekly volume at 75% of polygon's blockspace. rep pioneered trustless prediction markets in 2018, now trading 61% below october highs. if 1% of polymarket's $368m open interest needs decentralized rails, that's over half of augur's entire valuation flowing through proven smart contracts ...

m0 built stablecoin infrastructure that just weaponized metamask's 30m users. musd supply surged 320% in one month after deployment. stripe manages reserves through bridge, blackrock buidl approved as collateral, chronicle secures $500m in assets. 15 stablecoins already deployed on m0 generating $3.22m in 24hr fees at peak. everyone's fighting to issue the next usdc but m0 owns the factory floor ...

jito generates $2.38m weekly fees but trades at $161m market cap. 21shares jsol etp just gave 450m europeans regulated access to jitosol's 7-8% yields on euronext. a16z deployed $50m four days before launch. jto at $0.38 pricing current revenue, not the distribution unlock that turns european bond allocators into mev yield farmers ...