⚡ NEW: Michael Ippolito says exploding token supply is diluting value, breaking fundamentals, and driving capital away from most crypto assets.What do you say? https://t.co/ltRH6M6r8N ...

Token supply types explained 👇 https://t.co/1Wdlm7lPOd ...

Core Insights - Bitcoin and Ethereum have both experienced a 30% decline in value over the past year due to high Treasury yields, expectations of slower monetary easing, reduced institutional interest, and leveraged liquidations [1] Group 1: Differences Between Bitcoin and Ethereum - Bitcoin utilizes a proof-of-work (PoW) consensus mechanism, requiring significant energy for mining, while Ethereum transitioned to a proof-of-stake (PoS) mechanism in 2022, allowing for staking and the development of decentralized applications [2] - Bitcoin has a supply cap of 21 million tokens, with nearly 20 million already mined, and undergoes a "halving" every four years, enhancing its scarcity value [3] - Ethereum has a circulating supply of 121.6 million tokens without a maximum limit, with new tokens created through staking and excess tokens periodically burned to manage supply [4] Group 2: Investment Considerations - Both Bitcoin and Ethereum are considered more conservative investments compared to smaller altcoins, supported by their own spot price ETFs; however, Ethereum is favored for its clearer growth catalysts [5] - The Ethereum Foundation plans significant upgrades to enhance scalability, reduce network congestion and gas fees, and improve overall efficiency, which may strengthen Ethereum's position among developer-oriented blockchains [6]

Market Outlook - A broad altseason resembling 2021 is deemed unlikely due to increased token supply [1] - Fragmented liquidity and attention contribute to the diminished prospects of a widespread altseason [1] - Institutional investors show a preference for Bitcoin (BTC) and Ethereum (ETH) [1] - The absence of breakout applications further hinders the potential for a broad altseason [1] Altcoin Performance - Altcoin performance is expected to be slower, more selective, and driven by fundamentals [1] - DeFi blue chips and strong projects are favored in the current environment [1] - Liquidity is polarizing between institutional-grade assets and high-risk meme coins [1] - Mid-tier tokens are expected to face challenges [1]

monad refused binance's 10% token supply demand worth $300-500m at current prices. recovered from $0.024 to $0.05 without them. hyperliquid had 10-100x deeper mon orderbooks than tier 1 cexs. south korea delivered 35% of volume through upbit/bithumb. the extraction economy just broke. paradigm and dragonfly portfolio companies taking notes. ...

Derive co-founder proposes 50% DRV token supply increase, diluting holders by 33% https://t.co/2luBUyllma ...