🔥 Celestia (TIA): from $15 down to $0.35—can modular narratives still be trusted?
Brothers, today let’s talk about a ruthless one—ATH at fifteen bucks, now only three-five. The market cap has been slashed from $15 billion to $330 million. But precisely those assets that have dropped 97%+ often hide asymmetric odds.
In one sentence, here’s Celestia: In traditional blockchains, everything is on you to carry yourself. Celestia says: I only do the “data availability” layer—giving Rollups the underlying infrastructure they need. At 55x lower cost than Ethereum blobs, L2s like Eclipse are posting 83GB+ of data on top of it. The whole network has processed 160GB+ of Rollup data in total. The DA track’s market share is around 50%, and blob fees have grown 10x year over year. Ecosystem TVL is $150 million.
These numbers are scary in a real way.
👨💻 Founder Mustafa Al-Bassam: Hacked the U.S. government at 16 (LulzSec) → PhD at UCL → founded Chainspace, which was acquired by Meta → founded Celestia. Former hacker, PhD, acquired by Meta, then pioneer of the modular track—unique in crypto.
💰 Funding: Total $155M. Series C: $100M, led by Bain Capital Crypto; participated by a16z, Framework, Solana Ventures, Wintermute. Nearly all top institutions are underwater by about 70%.
📊 Tokenomics—positive change: • Genesis inflation 8% → two governance votes reduced it to ~2.5% → target 1.5% • 85.6% already unlocked; daily unlock amount fell from a peak of $1M+/day to ~$60–130K/day • Unlock pressure at the tail end is negligible
🔥 Latest catalyst (July 15): Celestia Labs acquires Sovereign Labs! Moving from a pure DA layer toward a “full-stack modular infrastructure” transformation. Sovereign Labs’ team can build the full-stack for high-performance custom blockchains.
⚠️ My take: With a $330M market cap, real revenue growing 10x, a lineup of top VCs, and the team still building while making an acquisition—this valuation really does undervalue the value of an infrastructure leader.
Risks: EigenDA competition, continued upgrades to Ethereum blobs, and extremely bad market sentiment.
Strategy: Accumulate in batches starting at $0.35, stop-loss below $0.2, first target $0.8–1.0. Modular DA isn’t done yet—the leader is still Celestia.
ZAMA: the first athlete in the fully homomorphic encryption track to list on Binance; institutional money is already rushing in
Bro, have you ever thought about this question?—Blockchain is supposed to be transparent and trustworthy, but if you transfer 1 million USDT, everyone on-chain can see what you did. Doesn’t that mean you’re strolling around in transparent underwear? What institutions fear most is exactly this. That’s why the industry has long been missing a solution that is “private yet compliant.” ZAMA is here to fill that gap.
What ZAMA does, in plain terms, is this: it keeps your encrypted data in an encrypted state even while it’s being processed. Traditional encryption is like putting things in a safe—you have to open it to look. The superpower of FHE (Fully Homomorphic Encryption) is that you can organize and calculate what’s inside without ever opening the safe. ZAMA brings this technology to the blockchain and has created “confidential USDC”—balances and processing are encrypted end to end, while audits and compliance checks still get done.
Honestly, this team has solid foundations. CEO Rand Hindi started coding at age 10, built a social network at 14, and earned his PhD at 21. The AI company he founded, Snips, was later acquired by Sonos. Co-founder Pascal Paillier is a big name in cryptography—one you can’t avoid in the FHE space. The team of 60+ people is all researchers and top-tier cryptography engineers. And you don’t need to doubt the fundraising either: Series A $73M (Multicoin Capital and Protocol Labs led), Series B $57M (Pantera Capital and Blockchange led), valuation over $1 billion. Gavin Wood (Ethereum co-founder) and Anatoly Yakovenko (Solana co-founder) both personally got onboard—these people won’t make blind bets.
Look at the numbers: ZAMA’s current quote is $0.049, up 24% in 24 hours. 24h trading volume is nearly 100 million U, and the market cap is $108 million. After launching on Binance on Feb 2, it’s been steady; on July 20 it just hit a new high of $0.04244. What’s the key catalyst?—the cUSDC machine-gun pool launched in June (in partnership with Morpho and Steakhouse). In less than a month it pulled in $23 million U, ranking 8th among Ethereum’s USDC vaults. And it’s not over: on July 21, it officially announced a partnership with Elliptic (an on-chain intelligence platform serving 700+ financial institutions) to do compliance screening. The institutional roadmap is crystal clear.
My take: ZAMA is currently one of the most likely candidates to break out in the privacy track. This isn’t to say ZK (zero-knowledge proofs) isn’t viable—but FHE’s practicality is more compelling for traditional finance. TradFi doesn’t need “prove I know but I won’t tell.” It needs “data is encrypted end to end, but it can still be processed.” ZAMA now has top VC backing, real TVL, a compliance pathway, and Binance liquidity. The only risk is sell pressure after full token unlock—2.2B circulating supply isn’t small. But judging from the ceiling of the track and the team’s execution, this could be one of the highest-alpha targets in the second half of 2026. Keep an eye on it—don’t wait until it’s 100x and then slap your thigh.
RSI>70 = overbought and may pull back; RSI<30 = oversold and may rebound. But in a strong trend, RSI can stay in overbought/oversold zones for a long time. The true top signal is when price makes a new high but RSI does not (bearish divergence).
💡 Current BTC $65,651, 24h -1.0%. Understanding these basics will certainly help your trading.
🔥 INJ (Injective): From the bottom of hell to an SEC-compliance pioneer—are you getting on this ride?
Brothers, today we’re talking about a project that went from “ICU to straight into partying”—Injective (INJ). It fell from an ATH of $50 in March 2024 to $4.97 today, down 90%. But in the past week, it dropped two back-to-back aces, basically waking up the RWA sector.
💰 Data, straight from the numbers Current price: $4.97 (Binance), +4.56% in 24h Market cap: $497M, circulating supply 100M (fully circulating) 24h trading volume: $89.9M—turnover rate is close to 18%, real money is flowing in
🛠️ What is it? A Layer 1 built specifically for financial trading. It lets anyone build on-chain derivative exchanges—trading stocks, forex, futures, and options—with zero intermediaries. On-chain order books + anti-MEV. More than 1 billion trades so far—not “vanity” data.
👥 Team Eric Chen (CEO): Graduated from NYU Stern with a finance degree. He was mining Bitcoin as early as high school in 2012. As a researcher at Innovating Capital, he backed 0x, Chainlink, and Cosmos. Forbes 30 Under 30 (2023). Co-founder Albert Chon (CTO). Not some guy who just pumps out a whitepaper.
💰 Funding background Total funding: $52.6M: • 2021: Mark Cuban + Pantera Capital + Hashed invested $10M • 2022: Jump Crypto + BH Digital led the $40M round Jump Crypto never makes random bets—their moves often signal liquidity is there.
🔥 Two aces (happened this week) 1️⃣ 【SEC Transfer Agent filing — July 16】 Injective submitted Form TA-1 to the SEC to register as a transfer agent. Put simply: from here, legally tokenized securities can run directly on the Injective chain, with ownership records on-chain—no second backend database. If approved, Injective would be the only licensed U.S. public chain dedicated to handling tokenized securities. Even BlackRock’s BUIDL fund would have to weigh it.
2️⃣ 【Robinhood listed — July 17】 Right after that, it landed on Robinhood—millions of users across the U.S. can buy INJ directly. Trading range: $4.76–$5.00. First secure the compliance ticket, then lay out the retail channel—very Eric Chen pacing.
📉 Deflationary tokenomics In Jan 2026, the “Supply Squeeze” proposal (IIP-617) passed with 99.89%: reduce new coin issuance + use protocol revenue to buy back and burn INJ. Fully circulating supply + ongoing burns—rare for PoS chains.
⚖️ My take At $4.97, it’s down 90% from ATH. At this level, both upside and downside are big.
✅ Bull case: Fully circulating with no unlock pressure; once SEC filing is approved it opens the U.S. trillion-dollar RWA market; Robinhood brings real retail traffic; $89M average daily volume means genuine capital; founder is credible. ❌ Bear case: The broader market is weak—BTC around $60K; rivals like HYPE are ahead on trading volume; can the SEC filing get approved? If it passes, will issuers actually use it? The ATH $50 bagholders are massive.
My underlying belief: Downside could go to around $2.8–$3.0 (extremely bearish). Upside, if compliance clears and execution goes through, could reach $5.5–$8.0 by year-end. If the SEC passes + actual issuers go live, a $1.5–$2.0B market cap is not a dream.
INJ right now is “buy a compliance lottery ticket in hell mode”—good odds, but timing is uncertain. Buy in portions and stash in a cold wallet—don’t go All in.
—— Coin Research Institute · INJ Edition 2026.07.20
🚀 Just got on the train, AERO? Binance listed it only two days ago—I dug up its bottom cards
Brothers, last Friday night I was scrolling on my phone when a push notification suddenly popped up: “Binance will list Aerodrome Finance (AERO) on the 17th.” I jolted upright—Base chain’s number one DEX is finally here.
Two days later, AERO has pulled back from the initial spike and is now consolidating around $0.46, with a 24h trading volume of $63 million. Liquidity is slowly accumulating. But what I want to say is: this isn’t just a short-term “exchange listing good news” story.
🔍 What exactly is AERO?
In plain terms, Aerodrome is the “liquidity command center” on the Base chain. If you trade on Base, chances are you’re using Aerodrome pools. It accounts for over 60% of Base’s DEX trading volume, and its TVL (locked value) is over $1.2 billion—yes, nearly half of all Base chain liquidity is locked here.
How did it do that? Its model is called ve(3,3). If you lock AERO to get veAERO, you can vote on which pool receives that week’s liquidity incentives, while also collecting 100% of trading fee revenue. In other words, you’re both the “boss” of LPs and the “landlord” who collects rent.
This isn’t something that started from zero. Its underlying code is Velodrome V2 (the largest DEX on Optimism). It’s made by the same team, Dromos Labs—co-founders Alexander Cutler and Tao Watts lead the charge, with Coinbase Ventures directly locking tokens to participate in governance. The team has Solidity chops; it’s not one of those chicken projects that only sells promises.
💡 Why pay attention now?
There are two major drivers in July: first, Binance’s listing just opened up liquidity entry points, bringing in more retail and institutional capital; second, AERO just rolled out its Predictive Allocation upgrade this month, changing “weekly voting to share rewards” into “real-time AI predictions for liquidity demand allocation.” Basically, it’s maximizing market-making efficiency.
From the data: at the current price of $0.46, it’s fully diluted valuation of roughly $900 million. Compared to its peak ATH of $2.33, that’s down 80%. But this isn’t basic-fundamentals deterioration—Base chain is still growing (Coinbase’s own child), and AERO remains firmly in the top spot, distributing about $6.9 million in fees to locked users each month.
⚠️ Risks also need to be clear: there’s weekly token emission (initial supply of 500 million, unlocking 10 million per week), so inflation pressure is always there. If the Base chain narrative cools off, AERO will get hit too.
My take: the current price is in the “buy-and-observe” zone. If you want to get in, build your position in batches—lock part of it to earn rent as veAERO, and keep some flexible capital to handle volatility. Don’t go all-in at once—this market needs time to digest the sell pressure from Binance’s listing. But in the long run, as long as Base chain doesn’t die, AERO stays as the toll booth at its doorstep.
In short—I’m keeping my eye on this coin. You decide for yourselves.
VWAP=Volume-Weighted Average Price=the average execution cost of all traders’ trades today. Price above VWAP=those who entered today are, on average, making money; below VWAP=they’re, on average, losing money. Institutions treat it as an important reference line. It’s simple to use: above VWAP is bullish, and breaking below is bearish.
💡 Current BTC $64,692, 24h +1.1%. Understanding these basics will definitely help your trading.
Have you noticed that some coins show a funding rate next to them? Today, let’s talk about the concept every futures trader must understand. A fee rate >0 means long positions pay short positions, while <0 means short positions pay long positions. Extreme funding rates (>0.1% or <-0.1%) often signal that a reversal may be coming—not immediately, but it’s a warning sign. When you look at funding rates together with price patterns, you’ll get higher accuracy.
💡 Current BTC $64,685, 24h +1.1%. Understanding these basics will definitely help your trading.