Crypto Mark ⚡️

Crypto Researcher & Investor 🔎
Finding projects & narratives the market may be underestimating.
Tokenomics • Adoption • Supply • Demand

[Crypto Mark ⚡️ @markcrypto8]

🚨 BREAKING: MSCI is removing Strategy ($MSTR) from its indexes from 1st December.

And this could have bigger implications for Bitcoin than many people realise.

Why? MSCI believes companies whose primary activity is holding investments, rather than running an operating business, shouldn’t qualify for its indexes.

At first glance, this might look like a problem for MSTR shareholders.

But there’s a bigger issue here…

Strategy has been one of the biggest sources of additional Bitcoin buying pressure, repeatedly raising capital to accumulate more $BTC.

If its shares take a hit and raising new capital becomes harder, that could slow its Bitcoin purchases.

And what if other index providers follow MSCI?

What if the same treatment spreads to companies like Metaplanet and other crypto treasury businesses?

We could see an entire source of institutional buying pressure start to dry up.

To be clear, nobody is forcing Strategy to sell its Bitcoin. But the knock-on effects could be significant.

Bitcoin doesn’t need Strategy to survive, but the market has certainly benefited from its buying.

I really hope this doesn’t become a wider trend.

Is this just a headache for Strategy, or are we potentially watching the beginning of a much bigger problem for the crypto market? 👀

[Crypto Mark ⚡️ @markcrypto8]

$XRP holders are divided right now.

• David Schwartz says he’s sold most of his crypto.
• Holders are questioning Ripple executives and their XRP sales.
• Meanwhile, huge XRP accounts are telling retail to stop complaining because “Ripple owes you nothing.”

The problem is that many of these influencers built their entire brand and income on endless XRP hype.

How objective can you really be when your engagement depends on keeping the hopium alive?

You should be able to hold $XRP and still hold Ripple accountable. Why is that suddenly a controversial take?

[Crypto Mark ⚡️ @markcrypto8]

Nobody on CT talks about Litecoin’s privacy layer, and the numbers are wild.

• 563,923 $LTC reached MWEB at its September peak (21x higher than late 2023).
• 10x growth in MWEB transaction volume from mid-2024 to late 2025.

Everyone writes $LTC off as just a legacy payments coin, yet its optional privacy layer is seeing genuine usage.

Hard to call a chain dead when its privacy adoption is growing like that.

[Crypto Mark ⚡️ @markcrypto8]

@Xfinancebull What’s your Qnt targets for accumulation? It. A possibly pullback much further if Bitcoin keeps going down.

[Crypto Mark ⚡️ @markcrypto8]

@pncosta Fair point 😂 Maybe “starting” was the wrong word. Litecoin has been undervalued for a long time.

[Crypto Mark ⚡️ @markcrypto8]

$LTC is starting to look seriously undervalued.

While the rest of the market struggles, StoneX found Litecoin was the only major crypto still in the green over the last 10 weeks (+6.78%).

Meanwhile, Nasdaq-listed Lite Strategy ($LITS) just reported $16M in quarterly net income and now holds 751,798 LTC.

Add @LitecoinVM bringing smart contracts to Litecoin and there’s way more happening here than CT gives it credit for.

At what point does the “dino coin” narrative finally die? ⚡

[Crypto Mark ⚡️ @markcrypto8]

They have reduced their LTC holdings, which is worth keeping an eye on. But there’s more to the picture.

Their latest figures showed 751,798 LTC held, down from 832,716 previously. However, they also reported being debt-free and cutting operating cash burn by 52%.

The reduction is worth questioning, but I wouldn’t automatically conclude the business is in trouble. Let’s see how the next set of results looks.

[Crypto Mark ⚡️ @markcrypto8]

$TAO is quietly landing tier 1 AI partnerships while the rest of the market bleeds 👀

Tencent Cloud just chose Bittensor subnet @chutes_ai (SN64) as a launch partner for its flagship 770B-parameter Hy4 model and Chutes is serving it cheaper than Tencent’s own published API rates.

A decentralised miner network is now helping deliver a flagship AI model for one of China’s biggest tech giants.

Most AI coins are still selling whitepapers. Bittensor is actually shipping infrastructure.

How long before the market reprices $TAO? ⚡

cc: @opentensor

[Crypto Mark ⚡️ @markcrypto8]

@fgtechno365 What $LTC offers that DASH doesn’t:

• LitVM: EVM smart contracts & DeFi
• Lightning Network: Off-chain scaling
• MWEB: Optional confidential txs
• Atomic Swaps: Trustless BTC swaps
• Ordinals, Runes & LTC-20s
• Deeper liquidity & global merchant reach

[Crypto Mark ⚡️ @markcrypto8]

$LTC is quietly winning the real-world payments race. ⚡

• SAHARA Las Vegas accepts BTC, ETH and LTC for gaming deposits.
• CoinGate payment share rises from 13.1% to 18%, making LTC its #3 most used crypto.
• Canton is exploring tokenised Litecoin for institutional markets.

The market keeps calling Litecoin outdated, yet it continues to prove its worth as a fast, cheap and battle tested payment network.

What happens when the market finally realises what it’s been overlooking?

[Crypto Mark ⚡️ @markcrypto8]

@ModernInvest Same here, it’s not just $XRP though, many cryptos have disappointed. With XRP though, the partnerships and usage have been improving all the time, I just think we may have to wait several more years until demand from institutions catches up with the huge supply.

[Crypto Mark ⚡️ @markcrypto8]

I’m not suggesting Ripple should simply destroy billions of dollars worth of XRP overnight.

I’m talking about exploring different ways to improve the tokenomics and create stronger alignment between Ripple’s success and XRP holders.

Other crypto projects use a portion of revenue for token buybacks and burns. Why couldn’t something along those lines be explored?

It doesn’t have to be a massive one off burn. Even a gradual, transparent approach could be worth discussing.

Surely it’s reasonable for holders to ask how Ripple’s growing business can translate into greater value for the token?

[Crypto Mark ⚡️ @markcrypto8]

I own $XRP and believe in Ripple’s global vision. But I think the community needs to have an honest conversation about tokenomics.

Ripple has made significant progress with institutional adoption.

The next hurdle? Turning that success into sustained demand for the token itself.

Let’s look at the supply numbers:

• 1B XRP released from escrow monthly.
• ~700M typically re-escrowed.
• ~300M net leaves escrow.

That’s 3.6 BILLION XRP over 12 months.

It isn’t all being sold, but it does create a significant potential supply overhang.

So what could Ripple do?

- Provide greater transparency around XRP distributions and sales.
- Consider permanently burning a portion of unused escrow releases.
- Accelerate genuine XRP utility through lending, collateral and institutional liquidity.

We all want Ripple to succeed. But that success needs to translate into stronger demand for XRP holders.

Is it time for Ripple to focus just as much on growing demand for the token as it does on expanding its enterprise business? 👇

[Crypto Mark ⚡️ @markcrypto8]

Wouldn’t the easiest way to get long-term XRP holders to sell be to push the price higher?

After years of waiting, plenty would take profits or finally exit if the price gave them the opportunity.

But that creates another question: who’s buying all that XRP they’re selling?

The real test isn’t how mentally strong holders are. It’s whether new demand is strong enough to absorb the supply coming back onto the market.

[Crypto Mark ⚡️ @markcrypto8]

@Xfinancebull Agreed, the new supply is still too high for current demand, until that changes I’m not expecting any crazy price movements like some people might be.

[Crypto Mark ⚡️ @markcrypto8]

$XRP has a massive institutional adoption story. But who’s actually buying the token?

Bloomberg Intelligence estimates that around 84% of XRP ETF assets are held by investors outside disclosed institutional 13F positions.

Even more eye-opening: Goldman Sachs accounted for roughly 74% of the disclosed institutional holdings at the end of 2025.

At the same time, look at the supply.

Every month, Ripple releases 1 billion XRP from escrow. Around 700M typically goes straight back into a new lockup.

That’s still 300M XRP leaving escrow every month. 3.6 billion a year at that rate.

And here’s the problem.

Banks can use XRP to move money without needing to hold billions of dollars of it on their balance sheets.

Ripple’s business can grow enormously without creating equivalent long-term demand for the XRP token.

Are investors confusing Ripple’s corporate success with actual investment demand for $XRP?

[Crypto Mark ⚡️ @markcrypto8]

$TAO is finally tackling its biggest criticism: the lack of real-world demand.

Bittensor’s new Gamma system lets subnets sell services via dollar-priced credits.

The best part? When customers fund those credits with TAO, the network buys the subnet’s Alpha token and burns it.

More adoption = potential buying pressure for TAO + shrinking Alpha supply.

Bittensor is moving beyond miners competing for emissions. It’s building a real marketplace for AI services.

Don’t sleep on Gamma.

[Crypto Mark ⚡️ @markcrypto8]

@0xmakesense The token supply has changed significantly since the last ATH.

[Crypto Mark ⚡️ @markcrypto8]

AI is making it easier than ever to create a cryptocurrency.

But it’s also making it easier to attack one.

That could change what investors value in crypto.

We’ve spent years chasing new chains, new narratives and increasingly complicated ecosystems.

But what happens when launching a new project becomes almost effortless, while building a secure, sustainable network becomes increasingly difficult?

Perhaps longevity and genuine decentralisation will become more valuable again.

Look at $LTC, $ZEC, $DASH, $BCH, $XNO, $DCR and $DGB.

These networks have something many newer projects don’t: years of independent operation and established communities.

And there’s another important distinction.

Many of these networks don’t need a company to pay for their blockchain to keep running.

Independent miners, node operators and stakeholders provide the infrastructure, supported by incentives built into the protocols themselves.

They aren’t dependent on a company constantly funding a separate blockchain to keep it alive.

That doesn’t make them immune to attacks or guarantee their future success.

But you can’t simply create 10–15 years of network history, independent infrastructure and established trust overnight with AI.

I wonder whether the market is underestimating the value of crypto networks that have already stood the test of time.

Could the next rotation favour the original decentralised cryptocurrencies rather than the latest AI or blockchain narrative?

Are there any older, genuinely decentralised projects you’re watching or accumulating that you think the market is overlooking? I’d be interested to hear your suggestions.