02
USD1 Stablecoin Exceeds $5.3B Supply, Countertrend Rally
USD1 rallies against Bitcoin weakness talk. World Liberty Financial's USD1 supply exceeded $5.3B; claims show growth from $115M to $1B on Solana alone in 6 months. Deployed across 8+ chains with expanding use in lending, derivatives, and institutional markets. US 250th founding anniversary UFC Freedom 250 White House event paid fighter bonuses entirely in USD1; Binance airdrop underway.
New heavyweight enters USDT/USDC space, leading with institutional infrastructure and real payment rails. Network effects driving liquidity is the thesis in many rooms.
03
Monad (MON) Ecosystem Point Farming Season Begins
Monad ecosystem point farming season is live. MetaMask selected Monad as the first chain for Money Account launch, read as a strong institutional signal. Perpl distributes $500K-$1M MON points weekly; Hello Trade and Obsidian also offer farming windows.
MetaMask, Aave, and Uniswap backing the chain drives early participation bets on points converting to tokens.
04
KOSDAQ Extreme Selloff, Bottom Thesis and Reversal Hopes
KOSDAQ talk tilts toward a bottom thesis. Index printed year lows; 208 stocks dropped 20% near limit down. Short covering at near-historic extremes. Consensus reads all weak hands flushed, supply now reverses.
Extreme selling mode completed the flush; reversal bets growing.
05
Solana Raccoon Memecoin (JIMOTHY, FRED) Boom
Solana raccoon memes dominate rooms. JIMOTHY The Raccoon hit 122% in 5 days to $0.0159, trending 1; FRED jumped 920%. Textbook pump riding US raccoon meme narrative and community fire, with coordinated momentum.
Many chase 50-100x, but timing when narrative gas runs and profit-taking crashes it is the key debate.
06
SK Hynix Contango Prolonged vs Semiconductor Strength, Divided Takes
SK Hynix talk splits rooms. One side flags futures-spot contango persisting. Upbit raised withdrawal limits but delays actual processing, pocketing 1% fees; aftermath: kimchi premium inverted to -1.38%. Other side notes Hynix and Samsung crashed yesterday but rallied today with almost no shorts caught, reading earnings cycle inflection. New whale staking flows; XRP whale exchange deposits at 2-month lows.
Contango watchers see retail short and spot-futures gaps as opportunity; fundamental believers read supply-light rallies as natural.