Alidkm

Forget fleeting price pumps and social media frenzy. For savvy crypto investors, the most reliable leading indicator often isn't on the chart—it's in the code repository.

Santiment's latest data on "Developer Activity" (DevAct) over the past 30 days provides a crystal-clear snapshot of which projects in the red-hot AI & Big Data sector are actually building, not just promoting. High DevAct signals dedicated teams, consistent progress, and long-term commitment—key factors for sustainable growth.

Here are the top performers and what the data tells us:

🧠 The Elite Builders (DevAct > 250):

· Internet Computer (ICP): Leading the pack (DevAct: 297). Its vision of a decentralized cloud computer is seeing intense development, backing its ambitious AI integration goals.
· ChainLink (LINK): Close behind (DevAct: 293). The essential oracle network is relentlessly expanding its capabilities, crucial for feeding reliable data to on-chain AI applications.

⚡ The Strong Contenders (DevAct > 100):

· NEAR Protocol (NEAR): A standout (DevAct: 114). Its user-friendly platform and AI-focused initiatives (like NEAR Tasks) are translating into solid developer momentum.

📈 The Promising Cohort (DevAct > 30):

· Oasis Network (ROSE), Filecoin (FIL), Livepeer (LPT): These projects show robust activity, focusing on privacy (Oasis), decentralized storage for AI data (Filecoin), and video transcoding (Livepeer). Their consistent development makes them essential infrastructure picks.

Why This Matters: In a sector crowded with announcements, GitHub activity is a tangible measure of execution. Projects like ICP, LINK, and NEAR aren't just riding the AI narrative; they are actively engineering the foundational layer. While price action is volatile, this sustained development is a powerful bullish signal for the medium to long term.

Smart Money Insight: Watch these GitHub leaders. When developer momentum is coupled with positive market sentiment and adoption triggers, it often precedes significant price re-ratings. Diversify your AI portfolio towards projects that prove their build-first mentality.

Data Source: Santiment. Past performance is not indicative of future results. Always do your own research (DYOR).
$ICP $LINK $NEAR

As traders, we often look beyond charts to gauge market mood. Social metrics—especially from communities like Reddit—can provide early signals of retail interest and shifting narratives. Here’s a breakdown of today’s most-discussed cryptocurrencies on Reddit and what the data might imply.

Bitcoin ($BTC) continues to dominate conversations, with 241 mentions and nearly 1,900 upvotes. Its price holding above $110K with a 2% gain reflects steady confidence. The sheer volume of discussion reinforces its role as the market’s anchor.

Ethereum ($ETH) follows with strong engagement, though mentions are about half of BTC’s. Price action remains stable, but the conversation is notably active—often a precursor to movement.

Chainlink ($LINK) stands out with 89 mentions, significantly higher than several larger-cap assets. This suggests growing developer and DeFi community interest, which could signal accumulation phases before larger moves.

BNB and SOL show healthy price gains (+5.1% and +4.0% respectively) but relatively moderate mention counts. This may indicate that price movement is being driven more by on-chain activity or institutional flows rather than retail hype.

XRP and ADA, while present, show lower engagement levels relative to market cap. This could imply quieter accumulation or a wait-and-see approach from retail.

Takeaway:
Reddit sentiment often leads price for mid-cap alts. High mentions + high upvotes (like LINK) can indicate building momentum. Meanwhile, low social activity in otherwise strong performers (like BNB) may suggest the move isn’t yet driven by FOMO—which can be a good thing for sustainable growth.

Stay sharp, watch social volume, but always pair it with on-chain and technical analysis. The crowd isn’t always right, but they’re rarely quiet for no reason.
$BNB $SOL $XRP

Developer activity is one of the most reliable forward-looking metrics in crypto. While price action captures headlines, commits and contributors tell the real story of long-term viability and innovation.

Here’s a breakdown of the most active crypto projects on GitHub over the last 3 months, and what it might mean for your portfolio.

Key Takeaways:

1. ICP Leads the Pack: Internet Computer (ICP) tops the chart with 1,168 commits, far surpassing larger projects. With 100+ developers consistently shipping code, this suggests intense protocol development despite its relatively smaller $2B market cap. This level of activity is rare and signals strong foundational work.
2. The Oracle Giant is Building: Chainlink (LINK), with a solid $10.3B market cap, shows no signs of slowing down (904 commits). This reinforces its dominant position as the leading decentralized oracle network, continuously expanding its capabilities and integrations.
3. Small Caps, Big Activity: Projects like MINA (591 commits) and STORJ (416 commits) demonstrate outsized development efforts compared to their market size ($127M and $21.9M respectively). This "building in a bearish environment" can be a strong bullish signal for the long term.
4. The Titans Are Not Sleeping: Bitcoin (BTC, 502 commits) and Ethereum (ETH, 304 commits) continue robust development at scale. For ecosystems valued in the trillions and hundreds of billions, this sustained activity is crucial for security, scalability, and maintaining network effects.
5. The Micro-Cap Surprise: RBC, with a tiny $1.21M market cap, shows impressive specific activity (246 commits from 24 contributors). This high developer/capital ratio is worth monitoring for potential alpha in the micro-cap space.

Trading & Investment Insight:

High GitHub activity doesn't guarantee short-term price pumps, but it strongly correlates with long-term survival and growth. It indicates dedicated teams, ongoing innovation, and community trust. When evaluating fundamentals beyond the chart, commit history is a powerful filter.

Projects like ICP, LINK, and MINA are showing exceptional development momentum relative to their size. Meanwhile, the consistent output from BTC and ETH reaffirms their foundational stability.

Always do your own research, but remember: in the crypto world, the most reliable noise is the sound of keyboards building the future.
$ICP $LINK $MINA

The macro landscape just delivered a seismic shift: the Federal Reserve has officially moved back toward quantitative easing. For risk-on markets, that’s basically a green light — and crypto reacted instantly. Bitcoin surged toward the $94K level, printing $93,548 (+7.5%), while Ethereum climbed back above the psychological $3K line, now trading at $3,061 (+9.3%).

This macro tailwind has ignited a broad rally across large caps, mid caps, and especially speculative small-cap pockets.

---

🚀 Large-Cap & Mid-Cap Movers

The altcoin market turned bright green, with several assets showing strong momentum:

SUI +29% — leading the pack with aggressive inflows as capital rotates into high-beta L1 ecosystems.

PENGU +26% & VIRTUAL +18% — narrative-driven assets seeing renewed hype cycles.

LINK & PUMP +17% — both showing strong trend continuation as liquidity thickens.

Despite the bullish breakout, sentiment remains surprisingly cautious:

Fear & Greed Index: 28 (Fear)

ALT Index: 21/100

This suggests the rally is still under-positioned — a classic setup for continuation if macro stays supportive.

---

💎 Small-Cap Standouts

While majors reclaim key levels, small caps are exploding as traders pursue maximum upside:

GAIX +85%

恶俗企鹅 +83%

BOB +75%

EDEL +70%

A8 +68%

These vertical moves signal a high-velocity risk appetite returning to the market. Combined with nearly $474M in liquidations, this shows shorts were aggressively caught off-side.

---

🌍 Total Market Cap & Liquidity Snapshot

Total Market Cap: $3.34T

24h Liquidations: $474M

QE tailwinds + forced short covering = ideal environment for continuation setups across the board.

---

🗞 Key News Driving Sentiment

Trust Wallet launched a new Predictions feature, allowing users to earn from real-world outcome markets — reinforcing the “DeFi meets prediction markets” narrative.

Strategy signals readiness to offer BTC-based loans, adding another layer of adoption to institutional Bitcoin usage.

President Trump effectively announced Kevin Hassett as the incoming Fed Chair — a move markets interpret as pro-QE and pro-liquidity.

---

📌 Final Take

The return of QE is a structural shift — and crypto is the fastest asset class to price it in. With sentiment still lagging behind price action, liquidity expanding, and both majors and small caps showing strong momentum, the market may not be done yet.

If BTC confirms a breakout above $94K and ETH holds above $3K, the next leg of the rally could hit sooner than many expect.

The latest 30-day data on Spot DEX fees paints a fascinating picture of the current decentralized exchange landscape, revealing much more than just who has the most users. For savvy traders and degens, these numbers are a treasure map to liquidity quality, chain dominance, and emerging narratives.

Let's break down the key takeaways from the "Top 10 Spot DEXs by Fees Earned" chart:

1. Uniswap is the Undisputed King, But Not Just Because of Volume.
Uniswap earning a staggering $81.6M in fees—nearly double its closest competitor—is no surprise. However, the crucial insight is in the ratio. With $80.8B in volume, its fee yield is incredibly efficient. This underscores its role as the central liquidity hub of DeFi, especially on Ethereum and L2s like Arbitrum and Base. High fees mean LPs are being well-compensated, attracting deep, sticky liquidity—a trader's best friend for large orders.

2. The "Fee vs. Volume" Mismatch Reveals Alpha.
Look at PumpSwap($47.2M fees on $4.95B volume) vs. PancakeSwap ($21.7M fees on $70.4B volume). This is the most telling story. PumpSwap, likely driven by the explosive Pump.fun narrative on Solana, generates massive fees relative to its volume. This indicates either very high fee tiers or an enormous amount of small, speculative trades (typical of meme coin activity). Meanwhile, PancakeSwap's massive volume on BSC generates lower fees, pointing to a highly efficient, low-fee environment for high-frequency and arbitrage trading.

3. The Solana Ecosystem is a Fee-Generating Powerhouse.
Three of the top 10 are Solana-native DEXs:Meteora (#3), Raydium (#6), and Orca (#8). Combined, they earned over $71M in fees. This isn't just about low transaction costs; it's about vibrant, capital-efficient active liquidity (like Meteora's Dynamic AMMs) and a red-hot meme coin scene that drives relentless trading activity. For traders, Solana remains the chain for high-velocity capital.

4. The Rise of the "Everything DEX" and Orderbooks.
Aerodromeon Base and Hyperliquid (an L1 with a spot orderbook) making the list is significant. Aerodrome's success highlights the power of veTokenomics and incentives in bootstrapping liquidity on new L2s. Hyperliquid's inclusion as the only pure orderbook model (not an AMM) earning top-tier fees signals growing institutional and sophisticated retail demand for CEX-like trading experience on-chain.

5. Veteran DEXs Face Pressure.
WhileCurve and Sushi are present, their fee numbers ($14.4M and $6.48M respectively) are overshadowed by newer, more agile protocols. They remain relevant due to deep specialization (stable pools for Curve) but are no longer the fee leaders, showing how competitive this space has become.

Trade Thesis:

· Follow the fees, not just the volume. High fee revenue sustains protocols and rewards LPs, leading to healthier, more permanent liquidity pools.
· Solana's DEX scene is maturing into a major revenue-generating sector. Look beyond just the token prices to the fundamentals of the protocols capturing value.
· The "meme coin trading frenzy" narrative is quantifiably real and is a primary driver of fee revenue for DEXs like PumpSwap and Meteora.
· Hybrid models (AMM + Orderbook) and incentivized liquidity are winning formulas for new chains, as seen with Aerodrome and Hyperliquid.

The bottom line? The DEX landscape is no longer a one-chain game. It's a multi-chain, multi-model battleground where fee generation is the ultimate metric of sustainable traction. Smart money is already positioned in the protocols and ecosystems capturing this value.
$UNI $PUMP

The latest multi-chain TVL snapshot shows one clear thing: capital is rotating fast, and the market is shifting toward ecosystems with real activity, real yield, and real product-market fit. Some chains are gaining strength, others are cooling off hard — and together they paint a picture of where smart liquidity is heading next.

Let’s break it all down 👇

---

🟦 Ethereum — $162.20B TVL

7D: -3.8% | 30D: -24.9%
Ethereum remains the undisputed settlement layer, but the liquidity outflow continues. This isn’t a collapse — it’s a strategic rotation into faster, cheaper ecosystems. ETH still runs the show.

---

🟩 Solana — $24.04B

7D: -5.3% | 30D: -17.4%
SOL finally gets a cooldown after months of explosive growth. TVL is down, but activity stays insanely high. This looks more like a healthy reset than the end of momentum.

---

🟪 Arbitrum — $13.50B

7D: +2.2% | 30D: +26.1%
Arbitrum is the breakout winner. Liquidity is flowing in steadily as DeFi protocols expand and incentives heat up.
Easily the strongest L2 trend right now.

---

🟨 BNB Chain — $11.33B

30D: -26.8%
BNB remains stable but uninspiring. It’s not losing relevance — it’s just not gaining new dominance either.

---

🔵 Base — $8.06B

7D: -0.4% | 30D: -20.2%
After a crazy-hot summer, Base is cooling off. Liquidity is leaving, but activity stays strong. This looks like consolidation, not weakness.

---

🟧 Bitcoin DeFi — $8.02B

30D: -21.4%
Bitcoin DeFi had its moment, but without a full smart-contract stack, competition against L1s and L2s is brutal. TVL continues to unwind.

---

🟢 Plasma — $7.39B

7D: +12.1% | 30D: -28.3%
Plasma is the most dynamic outlier.
Big drop over 30 days → followed by a strong weekly comeback.
This is the kind of chart funds love: early accumulation zones and volatility-driven opportunities.

---

🔴 Tron — $4.47B

30D: -18.7%
Tron keeps losing liquidity as the market slowly shifts away from USDT-centric ecosystems. Nothing dramatic — just a long-term rotation.

---

💠 HyperLiquid — $3.99B

30D: -46.8%
The hype wave cooled off hard. Almost a 50% TVL reset. This is a normal purge after aggressive inflows — but the current trend stays bearish.

---

🔥 Avalanche — $2.35B

30D: -36.8%
TVL continues to fade. Capital prefers Solana, Arbitrum, and Plasma right now. AVAX needs a catalyst.

---

🟣 Polygon — $1.40B

30D: -12.1%
Polygon remains stuck in neutral. No strong inflows, no major catalysts, just slow grinding.

---

🔵 Sui — $1.72B

30D: -44.7%
A heavy reset. The ecosystem is cleaning up after its hype wave. Painful, but ultimately healthy for long-term liquidity.

---

💡 The Big Picture

2025 is turning into the year of quality over hype.
Chains with real traction — Arbitrum, Solana, Ethereum — remain structurally strong.
Experimental or hype-driven ecosystems are getting flushed out.

Smart money isn’t leaving the market.
It’s reallocating — and the rotation is only getting started.
$ETH $BNB $SOL

This week's top exchange rankings by weekly visits reveal more than just popularity contests. They offer a nuanced snapshot of user engagement, geographical preferences, and evolving market dynamics. Let's break down the key takeaways.

Binance's Undisputed Dominance
Binance isn't just leading;it's in a league of its own. With nearly 11 million weekly visits—more than double its closest competitor—and a top-tier score of 9.9, it reaffirms its position as the global gateway to crypto. This massive user base, combined with its $15B+ volume, creates a powerful network effect that is incredibly difficult to challenge.

The Fierce Battle for Second Place
The real competition heats up right after Binance.HTX, MEXC, OKX, and KuCoin are locked in a tight race, all boasting between 4-5.3 million weekly visits. Notably, MEXC and Gate.io stand out for offering an enormous selection of coins (1,992 and 2,064 respectively), catering to the altcoin and "gem-hunting" community, despite having lower volumes than Binance. This suggests a dedicated user base driven by asset variety, not just liquidity.

The Volume-to-Visits Disconnect: A Story of User Behavior
A critical insight emerges when comparing volume to visits.Exchanges like Coinbase and Upbit show significant trading volume ($3.02B and $1.50B) with relatively lower visit counts. This indicates a user base that trades larger average sizes or uses advanced tools (like APIs) more intensively. Coinbase's surprisingly low visit number (32k) in this dataset is a stark anomaly and likely reflects a different methodology for counting "visits," possibly excluding API-driven activity or focusing on a specific region, rather than actual low traffic.

Regional Powerhouses & The API Factor
Upbit'sstrong volume with fewer visits highlights its dominance in the South Korean market, where high-value traders are active. The data also hints at the growing role of automated trading. Exchanges with robust API ecosystems might see less direct web traffic but significant volume, a nuance raw "visit" data can miss.

Conclusion: A Multi-Faceted Landscape
Visit data is a crucial,but incomplete, metric. It reflects retail interest and front-end engagement. True exchange strength is a triad of: Liquidity (Volume), User Trust & Activity (Visits/Score), and Asset Diversity (Coins).

While Binance wins on overall scale, challengers are carving out strong niches through specialized offerings, regional focus, or catering to advanced traders. The race isn't for a single crown, but for dominance across multiple segments of the diverse crypto trader spectrum.

Hey degens & traders,

Another week, another wave of token unlocks hitting the market. According to data from CryptoRank, over $200 million in value is set to be released across several major projects. While unlocks are a normal part of crypto economics, they represent a direct increase in circulating supply, which often creates selling pressure.

Let's break down the data and identify the key levels to watch.

The Heavy Hitters: Supply Shock Incoming?

1. $SUI - The Goliath
· Unlock: 55.54M tokens ($82.81M)
· % of Supply: 0.56%
· My Take: While the dollar value is massive, the unlock is a relatively small portion of the total supply. This suggests the impact might be absorbed more easily than it appears. However, with a Fully Diluted Valuation (FDV) of nearly $15B, any sell pressure from this unlock could still weigh heavily on the price. Watch for weakness around the unlock date (Dec 1).
2. $ENA - The DeFi Darling
· Unlock: 94.19M tokens ($26.87M)
· % of Supply: 0.63%
· My Take: Similar to SUI, this is a large dollar amount but a small percentage of the circulating supply. Ethena has strong fundamentals and a dedicated community. This unlock might cause a short-term dip, but it's unlikely to break the project's long-term trajectory if market sentiment holds.

The High-Risk, High-Reward Plays

This is where it gets interesting. Look beyond the total dollar value and focus on the % of Supply being unlocked.

1. $XION - The Red Flag
· Unlock: 25.09M tokens ($10.22M)
· % of Supply: 12.5% (!!!)
· My Take: This is the most critical unlock to watch. A 12.5% supply inflation in a single day is enormous. This can drastically dilute the value per token. With a relatively low market cap, this project is extremely vulnerable to a significant price drop. Tread very carefully here.
2. $CAPX - Significant Dilution
· Unlock: 28.57M tokens ($6.96M)
· % of Supply: 2.86%
· My Take: A ~3% supply increase is substantial. Combined with a high CryptoRank Score (734), this indicates a potentially high-risk event. The low dollar value might make you overlook it, but the % inflation shouldn't be ignored.

The Rest of the Field

· $EIGEN, $BEAT, $COCA: All have unlocks representing over 1.8% of their supply. These are not insignificant and could lead to heightened volatility, especially for projects with lower liquidity.

Trading Strategy & Conclusion

· For $SUI & $ENA: Expect potential short-term volatility and a possible "buy the rumor, sell the news" event. A dip could be a buying opportunity if you believe in the long-term thesis.
· For $XION & $CAPX: High caution is advised. The supply shock, especially for XION, could be severe. Consider reducing exposure before the unlock or waiting for the dust to settle.
· General Rule: Unlocks don't always mean the price will crash immediately, but they significantly increase the probability of a downtrend. Always pair this data with technical analysis (support/resistance levels) and overall market sentiment.

Stay sharp, manage your risk, and don't be the exit liquidity.

Traders, the meme coin arena is heating up again. Data from DropsTab.com gives us a snapshot of the biggest price gainers from the past week, but as any seasoned degen knows, green numbers don't always mean a healthy chart. Let's break down the data and separate the potential momentum plays from the probable traps.

The Standouts & The Signals

A quick scan of the list reveals two distinct camps:

1. The High-Octane, High-Risk Plays: At the very top, $PIPPIN stands out with an explosive 258% gain. However, the most critical metric here is its 7d VWAP Deviation of +68, labeled "Overvalued." This is a massive red flag. VWAP (Volume-Weighted Average Price) helps identify fair value. A deviation this high suggests the current price has sprinted far ahead of its volume-supported average and is primed for a sharp correction. Combined with a "Bullish" short-term performance, this is the definition of a volatile, high-risk pump.

Even more extreme is $SIREN, flashing a "≥+100 Overheated" VWAP reading. When an asset is this far above its average, it's not a buying opportunity; it's a warning sign of a potential blow-off top.

1. The "Steady" Climbers: Coins like $TURBO, $FARTCOIN, and $SPX also posted impressive gains (57% - 73%) but with a much more neutral VWAP deviation (+17 to +29). This suggests their growth has been more organic and supported by sustained volume, making them potentially more stable contenders in the short term.

The Bearish Divergence: A Warning Sign

Perhaps the most interesting part of the list is the cluster of assets like $USELESS, $BRETT, $TOSHI, and $POPCAT. All of them are posting positive 7-day gains, yet their 24h performance is labeled "Bearish."

This is a classic technical divergence. It tells us that while the weekly number looks good, the buying momentum has likely exhausted itself in the last 24 hours. Sellers are stepping in, and the short-term trend is reversing. Catching a falling knife here is risky business.

The Trader's Takeaway

· Chasing Pumps is Dangerous: The "Overvalued" and "Overheated" tags on $PIPPIN and $SIREN are sirens blaring. The risk/reward for entering at these levels is extremely poor.
· Neutral VWAP is Your Friend: For continued momentum plays, coins with solid gains but neutral VWAP readings (like $TURBO or $SPX) may offer better entry points on pullbacks.
· Respect the Divergence: The "Bearish" 24h action on several gainers is a clear signal to take profits or wait for a stronger support level to form before considering a new position.

In the meme coin casino, data is your best edge. This week's leaderboard is less a list of buying opportunities and more a map of potential pitfalls and profit-taking zones. Trade smart.

Data Source: DropsTab.com, 29 Nov 2025. This is not financial advice.

The crypto market is set for a significant test in December 2025, with over $1.8 Billion in token unlocks scheduled to hit the market. While unlocks are a normal part of tokenomics, a cluster of this magnitude demands a strategic approach.

As a trader, I see this not as a reason for panic, but as a map of potential opportunities and pitfalls. Here’s my breakdown of what to watch.

The High-Impact Unlocks: Where to Be Most Cautious

Not all unlocks are created equal. The key metric isn't just the dollar value, but the unlock as a percentage of the market cap. This shows the relative selling pressure.

· LayerZero ($ZRO) & EigenCloud ($EIGEN): These are the ones that should be on your radar. With unlocks representing 10.3% and 8.30% of their market caps respectively, the potential for a sharp, bearish move is high. This is a massive dilution event that the market will struggle to absorb easily.
· Yooldo ESPORTS & Aster ($ASTER): Also in the higher-risk category with unlocks of 4.66% and 3.89% of their market caps. These are significant and could lead to extended downward pressure.

The "Stealth" Unlocks: Large in Value, Lower in %

Tokens like Sui ($SUI) and Aptos ($APT) have huge dollar-value unlocks, but they represent a smaller percentage of their total circulating supply (1.51% and 1.54%). While this doesn't guarantee price stability, it suggests a more resilient market structure. However, in a broader bearish sentiment, even these can act as a strong downward catalyst.

My Trading Plan for the Month

The market often prices in these events ahead of time, but the unlock day itself and the following week are typically fraught with volatility. My strategy is simple:

1. Avoid Catching Falling Knives: I will not be looking for long positions on any of these assets in the days leading up to their unlocks. The risk/reward is unfavorable.
2. Focus on High-% Unlocks for Shorts: My primary focus for short positions (or put options) will be on $ZRO, $EIGEN, and $ASTER. The fundamental supply/demand dynamics are strongly in favor of a price decrease.
3. Wait for the Dust to Settle: After the unlock, it often takes 1-2 weeks for the market to find a true bottom as early investors and team members distribute their tokens. This is when I'll start looking for oversold bounce setups or more stable long-term entry points.

Conclusion:

December is a month for defense and strategic aggression on the short side. The $1.8B unlock is a fundamental headwind that will likely override many technical setups. By focusing on the tokens with the highest relative dilution, you can navigate this period not just by surviving, but by capitalizing on the predictable sell-pressure.

Always do your own research and manage your risk. Trade safe.