IOSG：Some Thoughts on Altseason in This CycleThe article argues that a 2021-style broad altseason is unlikely to return due to expanded token supply, fragmented liquidity and attention, institutional preference for BTC/ETH, and lack of breakout apps. Instead, altcoin performance will likely be slower, more selective, and fundamentals-driven—favoring DeFi blue chips and strong projects, while liquidity polarizes between institutional-grade assets and high-risk memes, with mid-tier tokens struggling.Read more ...

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 ...