Key insights

• ⚡️ Shift in investing meta in the crypto market with new token launches and altcoin trends
• 💰 VCs getting in at low valuations and launching tokens at high valuations
• 📈 ICO impact on the market and the shift due to new regulations
• 💎 Importance of fully diluted tokens with limited sell pressure
• 🚀 Fair launch may not align with long-term incentives for teams and early investors
• 🔓 Understanding token unlocks is crucial for investing in fair launch tokens
• 🌌 Examples like Celestial, Spectral, and Deepin illustrate the impact of token unlocks on price performance
• 🔄 A shift in the market is expected due to increasing awareness of fair launch concerns and the need for change in token launch models

Q&A

• What is essential when investing in tokens with low float and high FDV?

  Investing in tokens with low float and high FDV requires understanding the source and timing of token unlocks. The early success of tokens like Celestial and Spectral was due to limited unlocks initially. Tokens with delayed major unlocks can still perform well, and it's crucial to consider where the unlocked tokens are going, as they may incentivize network participation.

• Why is understanding tokenomics crucial for evaluating projects?

  Understanding tokenomics is crucial as fair launch does not always align with long-term incentives, especially for early investors. The video emphasizes the importance of considering the source and timing of token unlocks, and provides an example with Ono token, which presented a good trading opportunity due to locked VCs and insiders, minimizing sell pressure.

• What is the significance of fully diluted tokens with limited sell pressure?

  The video emphasizes the importance of fully diluted tokens with limited sell pressure and provides examples of coins launched in 2021-2022 with reduced sell pressure, such as Solana, NEAR, and Arweave. It also mentions meme coins and their potential. However, it mentions counterpoints challenging the idea that fully diluted tokens are the best investment, raising considerations about the timing of unlocks and market dynamics.

• What trends are shaping the crypto market?

  The crypto market has been shaped by ICOs, new regulations, and VCs offloading tokens via OTC markets. Meme coins are gaining popularity as a response to high FDV coins. Traders are advised to look for coins with less sell pressure and fair launch narratives like meme coins, and consider tokens with solid propositions.

• How do VCs impact the crypto market?

  VCs are getting in at low valuations and launching tokens at high valuations, leading to sell pressure and dead new launches. This shift in FDV meta impacts public returns, with new launches like Starknet, which have low float and high FDV, struggling to gain community support. The upside is now in private markets for VCs and founders.

• What does the video discuss?

  The video discusses the shift in investing meta in the crypto market with new token launches and altcoin trends, Bitcoin's positive momentum, potential breakouts in altcoins, the performance of new cryptocurrency launches on Binance and their associated backers, and insights on analyzing tokenomics for successful trades.

• 00:00 The crypto market is seeing a shift in investing meta, with new token launches and altcoin trends. Bitcoin is showing positive momentum, while altcoins are forming potential breakouts. The video discusses the performance of new cryptocurrency launches and provides insights on analyzing tokenomics.
• 06:19 VCs are getting in at low valuations, then launching tokens at high valuations, leading to sell pressure and dead new launches. Kobe's article highlights the shift in FDV meta and the impact on public returns. New launches like Starknet with low float, high FDV are struggling to gain community support. Upside is now in private markets for VCs and founders.
• 12:49 The crypto market has been shaped by ICOs, new regulations, and VCs offloading tokens via OTC markets. Meme coins are gaining popularity as a response to high FDV coins. Look for coins with less sell pressure and fair launch narratives like meme coins, and consider tokens with solid propositions.
• 18:50 The video discusses tokenomics, emphasizing the importance of fully diluted tokens with limited sell pressure. It highlights coins launched in 2021-2022 with reduced sell pressure and provides examples of fully diluted tokens like Solana, NEAR, and Arweave. It also mentions meme coins and their potential. Counterpoints are raised to challenge the idea that fully diluted tokens are the best investment, with a focus on the timing of unlocks and market dynamics.
• 24:41 Understanding tokenomics is crucial for evaluating projects. Fair launch does not always align with long-term incentives or allow early investors to profit. Ono token's low float and high FDV presented a good trading opportunity due to locked VCs and insiders, minimizing sell pressure.
• 30:51 Investing in tokens with low float and high FDV requires understanding the source and timing of token unlocks. Early success of tokens like Celestial and Spectral was due to limited unlocks initially. Tokens with delayed major unlocks can still perform well. Consider where the unlocked tokens are going, as they may incentivize network participation.