Immortal - Crypto Alpha

🚨🚨 Lowest spot volume since Sep 2024

$TIA $PUMP $PEPE

🚨🚨 Phala Network is already producing more than its valuation

> 102M $PHA annual revenue
> $4M revenue at current price
> $32M market cap

🚨🚨 Same vibes as 2020

- alts down 90%
- everyone is laughing again

$ZK $STRK $TIA

🚨🚨 Bitcoin is for the people $BTC

🚨🚨 Crypto spot trading volume hits a 14-month low.

$PHA $EIGEN $GUN

🚨🚨 Phala Network treasury grew 3x in just 12 months

50M → 165M $PHA

🚨🚨 This is how compounding works

$DUSK $KAITO

🚨🚨 $330M FDV and $10M DEX volume?

$FOGO is totally built different 🤡

🚨🚨 One year ago:

$BTC $101K
$ETH $3.2K

Today?
BTC looks fine
ETH looks fine

Alts got absolutely nuked.

Top 100 alts: then vs now

$SOL 250 → 140
$LINK 24 → 13
$SUI 4.5 → 1.8
$AVAX 35 → 14
$TON 4.8 → 1.7
$DOT 6.2 → 2.2
$UNI 13 → 5.3
$NEAR 5 → 1.7
$APT 8.5 → 1.8
$ENA 0.85 → 0.21
$ARB 0.70 → 0.21
$ATOM 5.8 → 2.5
$TIA 4.6 → 0.56
$OP 1.7 → 0.33
$S 0.56 → 0.08
$STRK 0.39 → 0.083

🚨🚨 Meteora flipped the DEX leaderboard.

- $2.6B spot volume

- +71% weekly growth

- higher volume than uniswap

$MET is becoming one of the most used DEXs right now with 346K daily active users.

🚨🚨 $223M hack and Cetus is still printing big metrics.

- $27.5M FDV

- $54.5M TVL

- $11.28M annualized fees

- $2.26M revenue

- $2.10B DEX volume (30D)

- $4.03B aggregator volume (30D)

$CETUS is now a top-5 aggregator with $4B monthly volume. $SUI

🚨🚨 Babylon Protocol’s valuation doesn’t match its fundamentals at all.

> $5.93B TVL
> $196M FDV
> total raised: $103M
> TVL-to-FDV ratio: 30x
> DeFi TVL holding strong
> recently raised $15M from a16z

$BABY is the only BTC DeFi protocol still holding multi-billion TVL without a major drop.

🚨🚨 Celo weekly active addresses are now over 1M a new all time high.

$CELO

🚨🚨 Meteora is the #1 DEX by revenue rn.

- $MET

🚨🚨 Ethereum active addresses just hit an all-time high. $ETH

🚨🚨 Meteora $MET numbers look unreal:

- $587M TVL
- FDV: $277M
- $129M annualized revenue

- 2nd biggest DEX by volume
- 30D DEX volume: $26B
- Revenue-to-mcap: 0.94x

🚨🚨 $BTC volatility dropping every year

> 2017–2018: 120–150%
> 2020–2021: 80–120%
> 2022–2023: 40–70%
> 2024–2026: 30–50%

🚨🚨 $SPK fundamentals are loud:

> $7.49B TVL
> $172M annualized fees
> $21.2M annualized revenue

> Market cap: $50.7M
> FDV: $230M
> $53M treasury

$9.4M staked (18.6% of mcap)

🚨🚨 $450M unlocks dropping this week.

- $HYPE $322M
- $SUI $63M
- $ENA $43M

🚨🚨 All major ecosystems are back to ground zero. $ARB $OP $SOL