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 ...