Edgen Crypto·Sep 28 2025, 09:44
[1] Ethena (ENA): A Deep Dive into the Ecosystem (https://oakresearch.io/en/analyses/fundamenta ...)[2] Ethena, Flowdesk Expand USDe Access as Market Cap Hits $14B - The Currency analytics (https://vertexaisearch.cloud.google.com/groun ...)[3] Ethena and Securitize join forces to understand the high-performance EVM chain Converge in three minutes | PANews (https://vertexaisearch.cloud.google.com/groun ...)
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Nov 17 2025, 00:43
Major Cryptocurrency Token Unlocks Exceed $73 Million This Week, Driving Market Volatility Concerns
## Executive Summary Multiple cryptocurrencies, including **LayerZero (ZRO)**, **ZKsync (ZK)**, **KAITO**, **ApeCoin (APE)**, and **YZY**, are poised for unlocks totaling over $73 million this week, prompting market participants to assess potential price fluctuations and increased selling pressure. ## The Event in Detail Significant token releases are scheduled across several prominent crypto assets. **LayerZero (ZRO)** is set to unlock approximately 25.71 million tokens on November 20, representing 7.29% of its circulating supply, with a market value of $38.3 million. On November 17, **ZKsync (ZK)** will release 173 million tokens, accounting for 3.37% of its current supply, valued at $9 million. **KAITO** is scheduled to unlock 8.35 million tokens (2.97% of circulating supply), worth $6.4 million, on November 20. Additionally, **ApeCoin (APE)** will see an unlock of 15.60 million tokens (1.66%) on November 17, valued at $5.5 million. **YZY** will unlock 37.50 million tokens (12.50% of current supply) on November 19, carrying a valuation of $14.1 million. The combined value of these scheduled unlocks surpasses $73 million, injecting a substantial volume of new tokens into the market. ## Market Implications These impending token unlocks are anticipated to exert downward pressure on the market prices of the affected assets. Historical analysis indicates that approximately 90% of all token unlock events result in negative price pressure, irrespective of the scale or type of unlock. Larger unlock events have been observed to correlate with an average price drop of 2.4 times and heightened market volatility. The market impact of an unlock often begins approximately 30 days prior to the event itself, suggesting that current market movements may already reflect these upcoming supply increases. This influx of new tokens could dilute market value if demand does not sufficiently absorb the increased supply, potentially leading to price depreciation as new holders may elect to sell for profit. ## Broader Context The broader cryptocurrency market typically reacts to token unlocks with increased caution. The nature of the unlock can also influence its impact; for instance, unlocks designated for team allocations have historically triggered more severe price crashes, averaging a 25% decline, alongside what is often characterized as irrational sell-offs. Conversely, unlocks allocated for ecosystem development can, in some instances, have a marginally positive impact, averaging a 1.18% increase. In response to potential price corrections, investors often employ strategies such as avoiding panic decisions and maintaining a diversified portfolio to insulate against dramatic price swings. For long-term investors, periods of price decline resulting from increased supply may be viewed as opportunities for accumulation, provided the fundamental value proposition of the underlying asset remains robust.
Nov 16 2025, 21:04
Dead Internet Theory Gains Traction Amid Surging AI Content, Raising Concerns for Crypto Markets
## The Rise of the "Dead Internet" Sociologists and researchers note that the "Dead Internet Theory" increasingly reflects user experience online, characterized by an overwhelming surge of AI-generated content and automated interactions. Data indicates that bot traffic has steadily climbed, constituting 47.4% in 2022, nearly 50% in 2023, and surpassing human activity to reach 51% of all web traffic by 2025. This rise is largely attributed to the increased accessibility of AI and Large Language Models (LLMs), which facilitate the creation and scaling of bots. Malicious bots now account for 37% of internet traffic, a significant increase from 32% in 2023. The proliferation of AI-generated articles surpassed human-written work in late 2024, leading to a digital environment where distinguishing human-created content from automated output becomes challenging. This erosion of authentic human interaction cues prompts individuals to retreat into more private communication channels. ## Market Implications for the Cryptocurrency Ecosystem The increasing dominance of AI-generated content carries significant implications for the cryptocurrency market. AI-curated social media sentiment has been observed to drive **crypto market volatility**. While 50% of professionals utilize AI for content creation, and 78% of users prefer AI-generated short-form videos, the transparency of AI sentiment analysis remains a concern, creating risks within a "curated reality" for investors. A significant 64% of retail crypto investors rely on social media for investment decisions, making them susceptible to AI-driven narratives. Furthermore, AI tools are implicated in 35% of 2025 crypto crimes, including bot-driven pump-and-dump schemes and deepfake fraud, collectively generating $5.9 billion in losses. The Chainstory report from January to June 2025 on five major crypto newsrooms revealed that 48% of approximately 80,000 articles published were generated or assisted by AI tools. Specifically, CoinDesk's human-to-AI article ratio shifted from 244:1 in January to 2:1 by June, and Investing.com used AI for over 50% of its content, peaking at 65.36% in March. ## The Web3 Response: AI Agents and Decentralized Innovation In response to this evolving digital landscape, the Web3 ecosystem is increasingly integrating AI. AI agents are set to redefine the Web3 landscape by 2025, with primary use cases emerging in cryptocurrency staking and on-chain trading. Asset manager VanEck projects that blockchain networks could host over one million AI agents by the end of 2025, with approximately 10,000 existing AI agents collectively generating millions of dollars weekly through on-chain activities. Matt Hougan, head of research at Bitwise, emphasizes the "infinite potential universe" of AI agents interacting with crypto. Projects such as ai16z's **Eliza**, an AI agent, autonomously manage on-chain liquidity pools, reporting annualized returns exceeding 60%. The Web3 creator economy, projected to reach $500 billion, is a massive driver of growth, shifting from platform-dependent models to decentralized ecosystems where creators own content and data. This shift is facilitated by technologies such as blockchain, smart contracts, and tokenization. The Web3 advertising market is also experiencing rapid expansion, projected to grow from $1.9 billion in 2024 to $12.8 billion by 2032. Web3 companies leverage AI for personalized ads and user behavior analysis, exemplified by platforms like EarnOS, which uses AI-driven semantic analysis. On-chain ads, visible through Web3 browsers, offer enhanced transparency and control, often rewarding users with tokens like **Basic Attention Tokens (BAT)** for engagement. The **Pump.fun Volume Bot**, for instance, highlights a shift towards algorithmic discovery on-chain, prioritizing authenticity and transparency over traditional hype marketing. ## Integrating AI and Blockchain for Trust and Transparency The convergence of AI and blockchain technology is reshaping data management in 2025, addressing concerns about data integrity, security, and transparency. Enterprises are seeking AI-powered data solutions that combine intelligent automation with robust security measures. Blockchain's tamper-proof ledger ensures the authenticity and verifiability of AI-generated insights. AI-driven anomaly detection, coupled with blockchain decentralization, provides protection against cyber threats, while blockchain-based audit trails of AI decisions enhance regulatory compliance and accountability. This integration aims to build a more resilient and trustworthy digital infrastructure in an increasingly automated online environment. ## Broader Context and Future Outlook The proliferation of AI-generated content and bot activity signifies a fundamental shift in how online information is consumed and trusted. This trend, consistent with the "Dead Internet Theory," highlights the challenges for platforms in detecting and preventing automated activity, and for users in discerning authentic human interaction. The strategic integration of AI with Web3 principles and blockchain technology seeks to counteract potential negative impacts by fostering transparency, security, and genuine value creation in a digitally saturated and increasingly automated world.
Nov 16 2025, 20:47
Donald Trump Launches Fourth NFT Series, Generating Over $2 Million in Initial Sales
## Executive Summary Former U.S. President Donald Trump launched his fourth non-fungible token (NFT) collection, "Series 4: The America First Collection," on August 27. This latest series has generated over $2.17 million from more than 22,000 sales on the Polygon network. The collection represents 6% of its potential total supply of 360,000 NFTs. This initiative builds on Trump's previous successful NFT ventures and occurs amid heightened interest in celebrity-backed digital assets and associated meme coins. The market response reflects a mix of investor enthusiasm for politically themed collectibles and caution regarding the speculative nature and illiquidity of certain digital assets. ## The Event in Detail The "Series 4: The America First Collection" was released with individual NFTs priced at $99. On-chain data indicates that these NFTs, featuring Trump in various poses, cannot be traded on secondary markets until January 31, 2025. This restriction on immediate resale differentiates it from prior collections that allowed earlier secondary market activity. Donald Trump has cumulatively earned over $7 million from his NFT collections. Earlier ventures include a previous NFT series, which sold out in 18 hours, and "The MugShot Edition," which offered exclusive Bitcoin Ordinals NFTs to purchasers of 100 or more Mugshot NFTs, requiring a minimum investment of $9,900. Only 200 such Ordinals were minted, with a non-transferability period extending until December 2024. These previous collections have historically experienced significant floor price increases and garnered substantial market interest. ## Market Implications The launch of Trump's fourth NFT collection highlights the ongoing influence of public figures in the digital asset space. While initial sales figures demonstrate demand, the restriction on secondary market trading for the new series introduces a liquidity constraint, which could affect price discovery and investor sentiment in the short to medium term. The broader NFT market has shown varied performance, with "blue-chip" collections like **CryptoPunks** experiencing floor price increases, such as a 163% jump to 53.98 **ETH** since August 2024. This contrasts with the subdued reaction observed in some recent major exchange listings for other tokens, suggesting a selective investor appetite within the crypto ecosystem. The launch has also had implications for associated digital assets. The Solana-based memecoin, **TRUMP**, has seen a resurgence, rebounding over 450% from its October low of $1.50 to trade above $8.30. Technical analysis has suggested a potential 70% rally for the **TRUMP** memecoin by year-end. This resurgence is partly fueled by reports of entities like Fight Fight Fight planning a $200 million digital-asset treasury to buy back **TRUMP** tokens, aiming to reduce supply and reinforce scarcity. ## Expert Commentary Market analysts caution that celebrity-driven NFT launches and meme coins, while capable of generating significant short-term interest and price movements, are inherently speculative. The **TRUMP** memecoin, like other meme coins, is described as being driven by social media hype rather than intrinsic value, posing risks of extreme volatility, pump-and-dump schemes, and market manipulation. Key concerns include a lack of fundamental value, regulatory uncertainty, security risks, and liquidity issues. Such assets are often prone to heavy losses for traders. The non-transferability periods for Trump's latest NFT series and the Bitcoin Ordinals from the "Mugshot Edition" also introduce illiquidity risk for early investors. ## Broader Context The ongoing engagement of public figures like Donald Trump in the NFT and cryptocurrency markets contributes to the broader mainstream adoption and public awareness of digital assets. Trump has previously announced plans for a U.S. "Crypto Strategic Reserve" aiming to include major cryptocurrencies like **Bitcoin** and **Ethereum**, signaling a potential governmental endorsement. This engagement, alongside other prominent figures like Elon Musk and Mark Cuban, influences market trends and investment narratives. However, the market remains characterized by significant volatility and divergent performance across different asset classes, with Arthur Hayes, former BitMEX CEO, predicting a crypto market peak by March 2025 due to increased dollar liquidity. The intersection of politics, celebrity influence, and decentralized technology continues to shape the evolving landscape of digital finance, emphasizing both opportunity and inherent risk.