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DonAlt· 2025-11-10 17:31
Tokenomics & Valuation - Monad's ICO is planned below the last VC raise valuation [1] - 7.5% of the token supply will be sold at a $2.5 billion Fully Diluted Valuation (FDV) [1] - 3% of the token supply is allocated for an airdrop [1] - 89.2% of the token supply is designated for the ecosystem, team, investors, and treasury [1] - Polymarket places a 52% chance of a $5 billion FDV after Token Generation Event (TGE) [1] Market Sentiment & VC Implications - The ICO's immediate availability contrasts with the years of holding required for VCs [1] - There is potential upset regarding the ICO terms, but the VCs from the last raise may have more reason to complain [1]
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DonAlt· 2025-11-10 06:29
Kinda think this is still bearishNot sure what to make of it given BTC looks alrightI'll ponder it over the next day or twoGood thing is it's clearly bullish if it reclaims green so it's at least obvious when to be bullish SOL again https://t.co/nWtoG80skJ ...
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DonAlt· 2025-11-09 19:46
Still dislike these chartsI shilled these from way lower, can't really do that with them looking like this anymoreETH needs to reclaim $3900SOL needs to reclaim $190As long as they don't BTC is more interesting to me ...
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DonAlt· 2025-11-09 19:34
$BTC update:This is gonna be a cute closeSun-setting bearishness unless we lose the range high at $104.7kDon'Until then it's a bullish chart again IMO which means I'll lean bullish again like I have been since the start of the thread https://t.co/A1dWpVz4CY ...
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DonAlt· 2025-11-09 18:37
BTC flirting with reclaiming the weekly breakdown while major alts confirmed their breakdowns quite convincingly last weekBit confusing to trade, I prefer when the picture is uniform on both BTC and alts ...
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DonAlt· 2025-11-09 03:26
How funny would it be if all the OGs sold and everyone on here was like"Yo this a good thing - better distribution"And then we died?I think that would be kinda funny ...
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DonAlt· 2025-11-09 02:47
Trading Activity & Risk - The industry notes a trading loss in ZEC (Zcash) [1] - Excessive leverage was used in an attempt to recover losses [1] - The industry acknowledges the high-risk nature of leveraged trading [2] Market Sentiment - The industry expresses a sense of finality and acceptance of the outcome [1] - The industry reflects on the overall experience as "fun" despite the loss [1]
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DonAlt· 2025-11-09 01:35
Thought this thread would be the perfect way to thank @_WOO_X for supporting Cred and my Youtube channelExcellent partners and an added bonus is that I'll forever look like a genius on their leaderboardStarting next year we will be working with other partnersBeen a pleasure https://t.co/gt1xaueyNF ...
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DonAlt· 2025-11-08 19:49
You telling me American politicians are just like 'yep Ima not go to work today' for weeks at a time while regular citizens suffer?How come you guys don't hate these fools more? ...
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DonAlt· 2025-11-08 19:11
Even I didn't think these coins would full retrace in one day, I thought it might take the whole weekend + Monday ...