Chirag

Building @ourcryptotalk | trading altcoins, watching macro, ignoring the noise

[Chirag @ChiragOnChain]

Wrapped up another amazing day at #Token2049

Met some of the top minds in blockchain and got exclusive updates on our favorite altcoins.

Big news from $KAS, $INJ, $AKT, $PROPS , top exchanges with partnerships and upcoming gems ready to launch their tokens soon 💪

[Chirag @ChiragOnChain]

@ourcryptotalk Big day for my bag 📈

[Chirag @ChiragOnChain]

@ourcryptotalk @Humanityprot Just another day in 2026

[Chirag @ChiragOnChain]

@ourcryptotalk This industry runs on hope and its a prime example.

[Our Crypto Talk @ourcryptotalk]

> $FTT pumped 62% today.
> The exchange doesn't exist.
> The pardon isn't happening.

So who's buying?

July 2025: fake pardon rumor → $FTT +43%.
June 2026: real DOJ filing → $FTT +62%

Someone is getting very good at this trade.

Save yourself before you lose money on this DEAD COIN again.

FTX founder Sam Bankman-Fried formally filed a presidential pardon application with the DOJ this morning.

Case number P33840.
Status: pending.

Here's what that filing didn't change:

FTX is still bankrupt.
The exchange is gone.

Trump said no in January.

The White House confirmed it again in February.

Prediction markets still have SBF at single-digit pardon odds.
$FTT has zero utility. There is nothing to unlock.

And yet, 62% in hours.

This isn't the first time.

July 2025, a false pardon rumor sent $FTT up 43%.

Today, an actual filing that changes nothing on the pardon front sent it up 62%.

The pattern is now documented.

A dead token moves 40-60% on SBF headlines, twice, with increasing magnitude.

CZ got pardoned.
Ross Ulbricht got pardoned.

The pardon narrative has real-world precedent now, which is exactly what keeps this trade alive.

You don't need the pardon to happen. You just need people to believe it might.

Someone is entering before the news breaks. Someone is exiting into the spike.

The filing itself is a footnote. The $62% move is the story.

SBF ran one of the most sophisticated financial operations in crypto history.

From prison, with no leverage and no lawyers on payroll, he filed a single DOJ document and printed a 62% pump on a token he no longer controls.

Whether that's coincidence or coordination is the only question worth asking.

👉 $FTT has no business, it has a narrative.

And in crypto, that's sometimes enough.

[Chirag @ChiragOnChain]

@ourcryptotalk @grok We need the right answer, @grok

[Chirag @ChiragOnChain]

@ourcryptotalk $CFG beating $ONDO in some metric finally.

[Chirag @ChiragOnChain]

@ourcryptotalk @GEODNET @peaq @virtuals_io @Auki @xmaquina @FabricFND @iotex_io The machine economy is here to takeover

[Our Crypto Talk @ourcryptotalk]

Robotics and Physical AI web3 projects you should know to be early in the narrative 👇

▶️ $50M+ Market Cap

1. $GEOD | @GEODNET
2. $PEAQ | @peaq
3. $VIRTUAL | @virtuals_io

▶️ $10M+ Market Cap

4. $AUKI | @Auki
5. $DEUS | @xmaquina
6. $ROBO | @FabricFND
7. $IOTX | @iotex_io

▶️ Small Cap Gems

8. $NATIX | @NATIXNetwork
9. $OVR | @OVRtheReality
10. $ONO | @onocoyRTK
11. $CODEC | @codecopenflow

If you want to know more about the top robotics projects and stats on the narrative, check our in-depth report:

https://t.co/8uq9HuD0J2

[Chirag @ChiragOnChain]

@ourcryptotalk Unreal valuations, most likely to fail

[Our Crypto Talk @ourcryptotalk]

Not just $ADA, these Alts are not likely to hit another ALL TIME HIGH

Market cap needed for ATH :

$ICP : $255B

$FIL : $186B

$DOT : $90B

$ALGO : $43B

$VET : $26B

$WLD : $25B

$IOTA : $24B

$ARB : $14.3B

$HNT : $11.7B

$TEL : $6B

Any project that will prove us wrong?

[Chirag @ChiragOnChain]

@ourcryptotalk Fair play 🙌

I would rather buy a low cap than $ETH

[Our Crypto Talk @ourcryptotalk]

Altcoin Tier-List For The Dip 📉

S Tier → $ONDO $NEAR $GEOD $HYPE

A Tier → $TAO $ZEC $ICP $INJ $TEL $XLM

B Tier → $SOL $SUI $SEI $RENDER $QUBIC

C Tier → $ETH $XRP $MON

D Tier → $ADA $DOT

The money from TradFi is coming to crypto.

Believe it or not !

[Chirag @ChiragOnChain]

@ourcryptotalk Deflation wins investor confidence.

[Our Crypto Talk @ourcryptotalk]

$SEI dropped their GIGA roadmap last week.

But a roadmap is a promise.

What about so far?

We pulled the data on what @SeiNetwork has actually shipped, earned, and unlocked in 2026.

> What is being built?
> What are some real numbers behind it?

Everything answered 🧵👇

[Chirag @ChiragOnChain]

@ourcryptotalk Let’s push Alts higher.

[Our Crypto Talk @ourcryptotalk]

Altcoins Are Better Than Bitcoin.

See how Bitcoin Dominance is falling down.

And these Alts are outperforming Bitcoin this week :

$HYPE +35%
$INJ +32%
$ICP +31%
$NEAR +30%
$ZEC +23%
$ALGO +21%

This is happening when the market is shaking.

Money is moving " BTC → ALTS "

In the 10/10 liquidation, Bitcoin dominance exploded from around 57.8% to above 60.7%.

That means when panic hit, capital ran away from altcoins and hid in Bitcoin. It was classic risk-off behavior inside crypto.

Alts were not trusted and BTC was treated as the shelter.

But this time, the chart looks very different.

During the recent Saylor liquidation, Bitcoin dominance dropped from around 60.9% to nearly 58.6%.

That is a sharp downtrend during a stress event, not a dominance expansion.

This matters because it tells us the selling pressure is not being absorbed the same way.

In the last major liquidation, altcoins were the first thing people dumped.

This time, Bitcoin dominance is falling while the market is under pressure.

That suggests altcoins are showing relative strength, or at least investors are not blindly rotating back into BTC like before.

That is the psychological shift.

Retail and traders are starting to understand that Bitcoin is not the only “safe” crypto bet anymore.

Some altcoins now have stronger narratives, clearer ecosystems, real revenues, active communities, and bigger upside compared to BTC.

Bitcoin may still be the king, but the market is no longer treating every altcoin like disposable risk.

Technically, this is important because BTC dominance losing the 60% area after rejection shows weakness in Bitcoin’s relative control.

If dominance keeps trending lower, liquidity can start rotating into alts even while the broader market looks uncertain.

That does not mean every altcoin will pump.

Weak coins will still die.

But the message from this chart is clear:

This liquidation did not scare people out of alts the same way 10/10 did.

And that could be the first real sign that market trust is slowly shifting.

[Chirag @ChiragOnChain]

@ourcryptotalk I hope its not true

[Chirag @ChiragOnChain]

We are about to be cooked?

[Our Crypto Talk @ourcryptotalk]

If Kalshi traders are right, we are done 😨

Bitcoin is about to break a 15 year market rule.

Is Saylor selling because of this?

Because it is highly likely.

Let's dive in 👇

The previous cycle's monthly ATH sits near $60,000

Bitcoin has one long-standing rule across cycles:

Every cycle doesn't start a new downtrend below previous cycle's ATH close of the monthly candle

"Every Single Time"

That gap is tiny.

But structurally, it’s massive.

• 2014 bear market bottom respected the 2013 top

• 2018 bottom formed well above the 2013 ATH

• 2022 nuked the market, but price still held above the 2017 ATH near $16k on a macro basis

Now Bitcoin is sitting directly on that historical line.

If price starts ACCEPTING below $60k, this becomes the first cycle in history to fail that rule.

That’s not just a narrative shift but market regime change.

Because when structure breaks:

• Long-term cycle models get questioned
• Funds de-risk faster
• Positioning shifts from accumulation to protection
• The “four-year rhythm” thesis weakens

This is where bull markets prove themselves.

Strength defends structure and rewrites history.

A clean hold and reclaim above $60k keeps the higher-low structure intact and the macro bull case alive.

Lose it convincingly, and fear won’t come from headlines.

It’ll come from a rule Bitcoin has never broken… finally breaking.

This is the moment bulls step in.

Or let Bitcoin do something it has never done before.

[Our Crypto Talk @ourcryptotalk]

$TON ➟ $GRAM Ecosystem Explained 📈

The token is changing

But the ecosystem remains strong

Each project owns a layer

Build inside Telegram → instant distribution

Build outside it → die in obscurity

Here's how the ecosystem actually breaks down

1️⃣ Wallets

• Tonkeeper - flagship non-custodial wallet
• Wallet in Telegram - custodial, native to TG
• TON Space - self-custody inside Telegram
• MyTonWallet - power user wallet, cross-platform
• Tonhub - mobile-first non-custodial
• OpenMask - browser extension wallet

The onboarding layer that solved Web3's biggest problem.

2️⃣ DEXs & DeFi

• STON fi - largest TON DEX, deepest pools
• DeDust - second-largest DEX, pro trader tools
• Storm Trade - perps, FX, commodities
• Tradoor - first perps + options DEX on TON
• TONCO - concentrated liquidity DEX
• Snapster - memecoin-focused DEX
• EVAA - lending protocol leader on TON
• DAOLama - lending and liquidity
• Tonstakers - liquid staking, $tsTON
• Bemo - liquid staking, $stTON
• Hipo - non-custodial liquid staking
• Megaton Finance - DEX from Korean Web3 builders

This is where capital compounds on TON.

3️⃣ Telegram Mini App Games

• Notcoin ($NOT) - the game that started the wave
• Hamster Kombat ($HMSTR) - peaked at 300M users
• Catizen ($CATI) - cat city builder, 7M DAU
• DOGS - meme + game hybrid
• TapSwap - clean tap-to-earn
• Blum - hybrid game and DEX
• Yescoin - swipe-to-earn
• Major - rating game in Telegram
• X Empire - virtual economy builder
• MemeFi - meme-driven gameplay
• PixelTap - Pixelverse universe
• Cats ($CATS) - meme tap-to-earn
• Fanton - fantasy football on TON
• Notpixel - collaborative pixel canvas

The first crypto products normies actually played.

4️⃣ NFTs & Telegram Collectibles

• Getgems - the OpenSea of TON
• Fragment - usernames, anon numbers, gifts
• MRKT - semi-on-chain marketplace mini app
• Tonnel - gift staking + secondary
• TON Diamonds - curated digital art
• Telegram Gifts - Plush Pepe, Durov's Cap, Vintage Cigars
• Anonymous Numbers - tokenized phone numbers
• Telegram Usernames - tokenized handles
• TON DNS Domains - .ton names
• Lost Dogs / TON Punks / NOT Wise - the OG collections

Real utility NFTs, not jpegs crying in wallets.

5️⃣ Memecoins

• DOGS
• Notcoin
• Resistance Dog
• Cats
• Tom Inu
• Usach
• Utya - the Telegram duck emoji
• Durev

The viral surface of the ecosystem.

6️⃣ Infrastructure & Dev Tools

Unsexy. Absolutely essential.

• TON Connect - the wallet connect standard
• Tolk - new smart contract language
• FunC / Tact - legacy contract languages
• TON DNS - human-readable addresses
• TON Storage - decentralized file layer
• TON Sites - decentralized hosting
• TON Proxy - anonymizing layer
• TON API / TonCenter - dev access
• Tonviewer - main explorer
• Tonscan - block explorer
• TonStat / Tonalytica - analytics
• Tonkeeper Battery - gasless transactions
• AdsGram - native mini app monetization

The plumbing that lets Telegram-scale traffic actually settle on-chain.

7️⃣ Payments & Launchpads

• TON Pay - official payments stack
• Wallet Pay - merchant payments via wallet
• Telegram Stars - off-chain rails into TON
• Tonstarter - first and largest launchpad
• TONUP - secondary launchpad
• GAGARIN - multi-chain launchpad on TON
• Catizen Launchpool - mini app token launches
• Blum Launchpool - memecoin launchpad

The on-ramp for both money and projects.

TON isn't building another L1.
→ Telegram becomes the wallet
→ Mini apps become the dApp store
→ Gifts become the new NFTs
→ Memecoins become the on-ramp
→ TON becomes the rails

April 2026 alone:

• Telegram staked 2.2M TON to become a primary validator.
• Catchain 2.0 went live, sub-second finality.
• MTONGA roadmap rolling out in 7 steps.
• Revolut listed TON memecoins for 70M Europeans.

The evolution is here.

[Our Crypto Talk @ourcryptotalk]

Despite all the controversy and FUD around $LAB, it just pumped ~90% in 24 hours - to a fresh all-time high near $16.

For 2026, controversy = pump has been the story, it's not just $LAB.
$M , $SKYAI and $RAIN all follow the same story.

Here are the receipts 👇

🟢 $LAB

FUD: Simon Dedic called it "a ridiculously blatant scam."
ZachXBT slapped a $10K bounty on insider info and is openly asking exchanges to delist it. Reports peg ~95% of supply with insiders.

Pump: ~$0.10 in January → ~$16 today. Roughly +16,000% YTD, now a top-25 coin by market cap.

The catch: Only ~31% of supply is unlocked, order books are paper-thin (~0.2% liquidity-to-mcap), and the foundation has reportedly delayed unlocks to keep the candle alive. The first big unlock lands around August.

🟣 $M

FUD: On-chain probes allege 90%+ of supply is insider-held - a "ghost market cap." The comparisons to RaveDAO (which wiped ~$6B in 48 hours) are flying.

Pump: ~$1.67 → $4.82 ATH in April. ~+190% YTD to peak. Briefly a top-30 coin at ~$4B mcap. It has gone down but still 60% up YTD.

The catch: Already down ~44% from that high. A ghost mcap tends to evaporate the second insiders need an exit.

🔵 $SKYAI

FUD: Tagged a "top scam coin" right next to RAVE and LAB. The knock: no real product, no marketing. Just a Bitget listing, with wallets that loaded up suspiciously right before it.

Pump: ~$0.04 → $0.857 in early May. ~+2,000%. AI narrative + thin float = vertical.

The catch: Down ~80% from peak already. The whole run lasted about a week. Full pump-and-dump arc on fast-forward.

🟡 $RAIN

FUD: ZachXBT, May 31 - "you only provide exit liquidity for insiders." He flagged 99.97% of supply sitting in 81 wallets, and a team tied to a sketchy treasury vehicle and launchpad.

Pump: The candle only roughly doubled YTD, but FDV ran from ~$3.4B to ~$9–15B, vaulting it into the top 15. The pump is in the ranking, not the price.

The catch: A trillion-token supply makes the % look tame and the market cap look terrifying. Textbook hidden-supply setup.

➡️ What we noticed:
→ "Controversy = pump" is real. It's just usually the insiders doing the pumping and retail providing the exit.
→ Just like $RAVE, such projects may crash in a day. But the price is pumping.

$LAB 's +90% day is real. So is SKYAI 's -80%.

We're not telling you what to do with this. Just reminding you what these charts have in common before you decide which side of one you want to stand on. 🤷