Emperor Osmo 🐂 🎯
Data Researcher

观点

Emperor Osmo 🐂 🎯

Emperor Osmo 🐂 🎯

02-12 02:09

I have a problem with statements like these, specially in the face of massive upcoming unlocks. $ZRO the token and Zero the protocol are very much disconnected, as is most of crypto. → You have massive unlocks every month (2.4% of the float for foreseeable future) → Upcoming Lockups are basically just insiders exiting? → $ZRO has no real yield to speak of w/52% still locked up Around $61.02m unlocked every month at current prices. Not sure if ignorant or negligent.
Emperor Osmo 🐂 🎯

Emperor Osmo 🐂 🎯

02-10 00:58

The shift from previous cycles has been brutal. → $AVAX produced a 366x, now one of the worst performers this cycle. → $ATOM produced a 563x; appchain thesis is dead; liquidity is fleeting. → $AXS produced a 2054x, no pmf, no adoption to sustain valuation. → $SAND produced a 744x; metaverse adoption did not materialize. → $GLMR yielded a 1539x, the Polkadot ecosystem failed. The only token to outperform this cycle with growing fundamentals was $SOL (an ATH of $293 in Jan 2025), which also saw a 1153x return from its ATH.