SAS

A Crypto & Blockchain Enthusiast, Degen and Meme Coin Explorer & Football fan.

[SAS @Sas2Bob]

$PENGU is down 23% in a day. $3.5M of longs wiped out. It's 90% below its high, and 29% of supply is still locked. Time to huddle or run? 👇

[SAS @Sas2Bob]

$KITE 's team and investor cliff ended 12 days ago. ~$75M unlocked. The price is UP 21% on the week. Who's buying the unlock? 👇

[SAS @Sas2Bob]

$VIRTUAL is down 90%. Revenue is down ~95% from its peak. 35% of supply is still vesting until 2033.
18,000+ AI agents launched on Virtuals. ~$479M in 'agent GDP' in February. Whats the thesis?

[SAS @Sas2Bob]

The $ASI Alliance lost Ocean, never completed its ASI rebrand and is 96% below its high. 56% of supply came from token migrations.
$358M market cap for the merger of three of crypto's oldest AI projects. Cheap, or a cautionary tale?

[SAS @Sas2Bob]

8 Dec: the cliffs on 50% of STABLE's supply end. ~1.9B tokens a month start to unlock. That's ~$50M at today's price. $STABLE has no inflation, and fees are paid in USDT, not STABLE. The only thing diluting holders is the unlock schedule. What does the FDV tell you?

[SAS @Sas2Bob]

Stacks just restored its $STX block reward to 1,000 after halving it in April. Supply is uncapped. Price is down 93% from the high. Smart policy or panic?

[SAS @Sas2Bob]

$SNC is up 4,676% in a week on one exchange with ~$2K of order book depth. FDV is $1.7B. This is what illiquidity looks like. I'd avoid anything that implies buying.

[SAS @Sas2Bob]

$NEXO has no burn, no dividends, and no buyback. The only reason to hold it is cheaper loans. Is that enough?
35% of all NEXO sits in reserve addresses. 82% below its high. What's the market pricing in?

[SAS @Sas2Bob]

$LEO has no mint function and no vesting. Supply can only go down. It's a top-15 coin that almost nobody talks about. LEO burns at least 27% of Bitfinex's revenue. But the monthly burn just dropped from 296K to ~223K. Is the thesis weakening?

[SAS @Sas2Bob]

$SKY inflates ~7% a year. Stakers earn ~10.7%. If you're not staking, you're getting diluted. Are you staking?
Governance just cut SKY's buyback by 87.5% to protect a $150M backstop. The token's still only 41% off its high. Smart or scary?

[SAS @Sas2Bob]

$JUP supply cut from 10B to ~7B. Emissions: net zero. 50% of revenue: buybacks. Price: still 87% below its all time high. Jupiter burned 3 billion tokens and shut off new emissions. Bullish or a hidden overhang?

[SAS @Sas2Bob]

Only 11% of $PI supply is circulating. $805M market cap. $7.1B FDV. And ~5M PI unlock every day. Still bullish? 👇

[SAS @Sas2Bob]

$RAIN just dropped 29% in a week. 38% of its supply still not unlocked.
RAIN burns 2.5% of every market's trading volume. A public company holds ~79B of it, about 6.9% of supply. Still down 77%. What's the market missing?

[SAS @Sas2Bob]

$PIEVERSE is up 40%+ in a day. The 35% held by team and investors starts vesting soon.
A token built for AI agents to pay each other is trading near its all-time high. Meanwhile 70% of supply hasn't hit the market. How much of this is priced in? 👇

[SAS @Sas2Bob]

$SEI is down 96% from its high, yet ~113M SEI still unlocks every month.
10B fixed cap. 77% already circulating. No fee burn. SEI's whole supply story fits in one tweet. Bullish or bearish?

[SAS @Sas2Bob]

Only 23% of $ZAMA is circulating. 50% sits behind 12-month cliffs that end around Feb 2027. Are you ready for that unlock? 👇

[SAS @Sas2Bob]

Every GPU rental on Akash now buys AKT and burns it. The token is still 92% below its high. Is the market asleep? 👇

[SAS @Sas2Bob]

$ZBCN supply is 100% unlocked. No more VC dumps scheduled. Price is still down 71% from the top. What's the catch?

[SAS @Sas2Bob]

$XTZ is 97% below its all-time high. Issuance just hit its lowest ever. Staking APY is ~8% and 42% of all Tezos is sitting idle. Neither staked nor delegated. Imagine what happens if even half of it moves. 🧵

[SAS @Sas2Bob]

$RUNE is 97% below its all-time high. Nodes still have ~97M of it locked up.
Every THORChain pool pairs with RUNE. 5% of protocol income gets burned. Who's securing a chain that cheap?