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OVERVIEW
Cryptotwits Is Here 😱
Before we dive in, here’s today’s crypto market heatmap:
Source: Santiment
And here’s a look at crypto’s total market and altcoin market cap charts:
Source: TradingView
CRYPTOTWITS
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CRYPTOTWITS
What’s Next For Altcoins in 2025? 🤔
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ON-CHAIN ANALYSIS
Crypto Bargains or Value Traps? 🤷
The Market Value to Realized Value (MVRV) ratio measures whether holders of a particular asset are, on average, in profit or underwater. 🌊
Basically, if the MVRV is above zero, folks holding that token are generally sitting on gains. Below zero? They’re nursing losses and probably not thrilled about it.
Traders and investors use MVRV to gauge market sentiment. High values (well above zero) suggest things might be overheated—think “take profits soon.” Deeply negative values scream “oversold,” meaning it could be a juicy spot for bargain hunters.
Let’s take a look at some altcoin tickers to see how they’re doing.
Quick Snapshot:
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ETH: Hovering at 0.225, down about 25% from its Nov-Dec highs. Pretty stable lately – solid, boring, but not bad.
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LINK: Sitting at a modest 0.130, a steep 82% below its end-of-2024 glory.
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PEPE: MVRV at 0.503 – down around 35% from those high points late last year. Still froggy, but less bouncy.
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ADA: At 0.359, it’s roughly 60% under the Nov-Dec peaks. Cardano fans are probably used to patience by now anyway, right?
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ONDO: Only at 0.047. Ouch – almost 96% below last year’s highs. Clearly took a punch to the gut.
Ethereum
Click to enlarge.
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Bullish case: ETH’s MVRV stable around positive territory. Not super overheated, well, it is over the last few days, but overall, not very hot yet.
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Bearish case: It’s under the previous high), which might signal weak momentum.
Chainlink
Click to enlarge.
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Bullish case: Super discounted compared to the previous high (like seriously, 82% down?). If you’re into buying dips, this might look tasty.
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Bearish case: Could indicate the narrative cooled off significantly. Hard to get excited about these numbers unless something changes.
Pepe
Click to enlarge.
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Bullish case: Still decent at 0.503. Lots of room to jump higher if meme coins spark another craze – always a possibility with PEPE – it was Friday’s biggest winner.
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Bearish case: It’s still up quite a bit, so a pull back and profit taking shouldn’t be unexpected.
Cardano
Click to enlarge.
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Bullish case: At 0.359, ADA’s still positive, suggesting holders aren’t in panic mode yet. Cardano typically slow-rolls its recoveries – could just be winding up again.
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Bearish case: Being down 60% from recent highs isn’t great. Could mean the hype cycle is pretty exhausted, leaving ADA stuck sideways.
Ondo Finance
Click to enlarge.
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Bullish case: If you love bargains (96% from Nov-Dec highs), this might be your jam. Any good news could easily pump this thing.
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Bearish case: Oof – these are rough numbers. Clearly lost its mojo. If nothing fundamentally changes, don’t expect miracles here.
NEWS IN THREE SENTENCES
Crypto News 📰
⚖️ UK Court Tells Craig Wright to Seriously Just Stop Already
This effing guy. Craig Wright, the guy still claiming he’s Satoshi, just got slapped with a legal restraining order in the UK. Basically, no more flooding the courts with lawsuits without a judge’s approval because they’re tired of him burning through everyone’s time. And cash. Protos.
🏗️ DeFi Dev Corp Goes Full Solana Fanboy, Passes $100M Mark
DeFi Development Corp (the AI real-estate folks who rebranded overnight) just bought another $24 million worth of Solana tokens. CEO says hitting $100 million is just “getting started,” which either makes him a genius or the next cautionary tale, depending how SOL holds up. But hey, shareholders are stoked, the stock’s on fire, and they’re even staking Solana now. CryptoNews.
🏦 Goldman Sachs Goes Deeper into BlackRock’s Bitcoin ETF
Goldman Sachs just added 28% more shares of BlackRock’s Bitcoin ETF, now sitting on a tidy $1.4 billion stack, which… I mean, clearly someone over there smells money. Everyone and their grandma is pouring cash into Bitcoin ETFs, literally billions every week, so I guess traditional finance finally figured out crypto isn’t going away. Ethereum ETFs though? Nobody seems to care. TheDefiant.
🚨 FBI Grabs Bitcoin From GirlsDoPorn Founder, Because Karma Exists
The FBI just snagged about $50K in Bitcoin from Michael Pratt – the shady founder of GirlsDoPorn – who’s locked up now after tricking women into filming adult videos he promised wouldn’t go online (spoiler: they totally did). Pratt hid out for years, ended up on the FBI’s Most Wanted list (yeah, like actual wanted posters), and finally got busted because of… wait for it… the 2020 Ledger hack exposing his details. Dude earned $17 million scamming women, and honestly, taking his crypto stash feels like poetic justice – though, not nearly enough. Decrypt.
NEWS IN THREE SENTENCES
AI, Stablecoins, & Privacy News 🕵️
🏴☠️ Sei’s Public DA Opens New Doors for MEV Pirates
Turns out transparency doesn’t always stop theft – sometimes it just makes stealing easier. Sei Labs just pointed out that their Autobahn consensus protocol, with its public data availability layers, inadvertently made it easier for validators to swipe transactions from each other and engage in inter-block front-running. Sei.
🇺🇸 Eric Trump’s Bitcoin Miner is Going Public—Because of Course It Is
Eric Trump and his brother Don Jr. are pushing their BTC mining company, American Bitcoin, onto the Nasdaq through a merger with Gryphon Digital Mining. And yes, the ticker is “ABTC,” because subtlety is clearly overrated. The Trump brothers will still own about 98% of the merged firm. CNBC.
NEWS IN THREE SENTENCES
Real World Asset Tokenization (RWA) News 🪙
🌐 IOTA’s New Trade Thing Sounds Familiar
IOTA teamed up with Tony Blair’s crew and a bunch of big groups to launch something called TWIN Foundation. Basically, they’re saying it’ll fix the international shipping disaster. Sure, blockchain fixes everything, right? Honestly though, let’s just see if they actually cut down paperwork or if it’s just more shiny tech talk. IOTA.
🚀 Stellar’s Q1 Flexes Real-World Utility
Stellar kicked off 2025 strong, racking up $757 million in real-world assets on-chain and nearly a million active wallets. Stellar’s also hyping their upcoming Meridian event in Rio, which promises fewer blockchain buzzwords and more actual solutions. Still waiting for Ethereum maxis to admit Stellar’s quietly eating their lunch, but we won’t hold our breath. Stellar.
NEWS IN THREE SENTENCES
Metaverse, NFT, & Gaming News 🎮️
🎮 Blockchain Gaming Gets an Upgrade with Dojo
Starknet dropped this Dojo Engine that makes games completely on-chain – which sounds like either a gamer’s dream or a dev’s nightmare, not sure yet. Remember losing at Fortnite and blaming lag? Now you get to lose because a smart contract glitched out – yay progress. But hey, devs might have fewer meltdowns, and honestly, that alone might be worth it. StarkNet.
💸 Saga Passes the LP Reward Problem to Merkl
Saga decided handling liquidity provider rewards manually was a massive headache (understandable, dealing with yield chasers must be exhausting). So now Merkl – some slick platform that’s handed out millions – is stepping in to handle the chaos. Bottom line is, if Saga’s ecosystem actually grows because of this, cool, if not, at least devs get fewer Discord complaints. SAGA.
NEWS IN THREE SENTENCES
DeFi, DEX, & Lending Protocol News 🏦
🚦 Xangle Joins Theta’s Fancy Validator Club
Xangle – some big Korean blockchain research group – just threw down 200K Theta tokens to join as an enterprise validator. You know, because having Google and Samsung as neighbors on a blockchain sounds impressive on paper. Truth is, validator news rarely makes anyone jump out of their chair—but I guess more validators means fewer shady tricks, hopefully? THETA Network.
🔒 BITE Protocol Says It’ll Stop Crypto’s Trade-Snatchers
Crypto gaming network SKALE just announced BITE Protocol, claiming it’ll stop validators from jumping trades and doing shady queue-hopping by encrypting transactions. Seriously, if you’ve ever lost money because some bot cut in line, you get why this matters. SKALE.
LINKS
Links That Don’t Suck 🔗
🦁 Input | Output Partners with Brave to Integrate Cardano into Brave Wallet
🕹️ Ori, No Rest for the Wicked CEO Says Studio Could Close, Then Backtracks
🪙 Crypto.com gets green light in Canada with restricted dealer registration
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Author Disclosure: The author of this newsletter holds positions in ADA, IMX, COPI, MIN, AGIX, ALGO, ZEC, XLM, and NEAR. 📋
