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Trade Ideas (2)
Date Ticker Price Dir Speaker Thesis Source
Feb 11 AVOID Michael Ashby
CEO, AlgoQuant
Post-crash (Oct 10th), market makers have exited mid-to-low cap altcoins. Liquidity is gone; current volume is largely wash trading. Without market maker support, these assets have high slippage and are "zombie chains." Institutional flows are concentrating in the Top 100. AVOID. Stick to majors and liquid assets. Altseason mania returns unexpectedly driven by retail gambling. CoinDesk
Inside the Future of Digital Assets at Consen...
Feb 01 AVOID Evgeny Gaevoy
CEO and Founder, Wintermute
"The capital became like very diluted... competing for millions of those meme coins... resulted in market crash... liquidity was too thin." The supply of new tokens (via platforms like pump.fun) outpaced the inflow of retail capital. The "illusion" of early entry has been broken, and the retail base is fractured and underwater. Without a new catalyst, these illiquid assets have no bid support. AVOID. A sudden, mania-driven retail return to speculative assets. Unchained (Chopping Block)
Looking for Gains Right Now? Crypto Isn’t the...