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Chain INKOct 16, 2026 at 12:32 am
Most chains are overpriced. 4 aren’tEarning above the cap: → : $2.33M → : $694K → : $369K → : $257K
Priced on hope: → : $68.9K → : $44.3K → : $19.3K → : $9.27K All four hope chains sit above a $2.9B cap. Polygon
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Dan HilleryOct 14, 2026 at 01:36 am
is back at $100. A higher rate isn't what did it. - Strategy now runs it like the Fed: ATM caps it, buybacks and USD Reserve floor it - At 12%, the ATM soaks up flows that used to lift and - Where I was wrong, and the one pref I think can still appreciate -
Stacy MuurOct 14, 2026 at 01:17 am
This week’s largest unlocks ↓ • Cronos (): $72M unlock (2.4% of supply) • Arbitrum (): $18M unlock (1.3% of supply) • Starknet (): $15M unlock (1.6% of supply) • deBridge (): $12M unlock (10.2% of supply) • YZY ($YZY): $8.4M unlock (9.8% of supply) • Sei
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