Another bloody market day.
BTC lost 66k USD and 1.8b USD got wiped in liquidations.
However, this time the reaction is more steady. There's no chaos, people just watching mostly.
+ Funds rotating into tech and AI stocks making new highs
+ Traders who know the cycle: flush -> accumulate -> move up
+ Big alts holding their structure, capital still in the game
Add stronger legal signals and Visa, Mastercard pushing deeper into stablecoins.
In the end, it's a healthy reset. Leverage cleared, ground prepared for the next move.
Latest early alphas you may want to explore.
This list is brought to you by @getmoni_io research and also my personal sentiment.
+ @OxTrenchor - deploying agent tokens on Virtuals. Trenchor allows token launch via X only by tagging their handle and entering the ticker.
+ @popdex_ - a trader-first perp DEX focused on capital efficiency and returning platform value to real contributors, raising $30 million led by Foresight Ventures.
+ @AskSurplus - operating as a model marketplace for buying surplus AI compute credits at a discount, positioned as an AI/DePIN compute marketplace.
+ @POVMarket - social trading and prediction market, still in a very early stage.
+ @x402_Layer - building the infra layer for homo-agentic commerce, leveraging x402.
+ @xHermesBot - launched along with the hype of Hermes, offering isolated containers per user with persistent memory, tooling access, and optional SuperGrok keys.
+ @perpadfun - allows launching tokens backed by leveraged perp treasuries which auto buy and burn on up-ticks.
TBH, Moni is easing our job a lot when offering this kind of report. Hats off to the team.
What is the old version of airdrops we're familiar with:
+ Tons of sybils from TG, email, X, and more
+ Repeatable tasks that can be automated with scripts
+ Some printed thousands while real users earned nothing
After the death of old-fashioned airdrops, we're pointing to a successful model where token unlocks = traction - @HyperliquidX.
Not every model can operate in such a perfect cycle like this.
Airdrops as we know them are over.
Giving tokens away to build a holder base has mostly created sellers. Across the largest airdrops, between 78% and 94% of recipient wallets had sold off most of their allocation by day 90.
People cite Hyperliquid and Jito as proof airdrops can
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