Will be starting to post some daily market journaling here:

【14 Feb 2024】

- Nervos $CKB mooning with RGB++ teaser.
- $AR teases aoTheComputer an execution layer
- Some new AI thing $AIUS launched but already at 1Bn FDV

Contributor at Blockcrunch. Writing Ceteris Paribus - musings at the intersection of crypto, econ, and policy.

https://michaellwy.substack.com/

【16 Feb 2024】
- $TYBG got a retweet from @barmstrong
- $LEH is a solana perp dex disguised as a meme coin
- $AR Arweave reached 12mon high
- $LPT jumped on OpenAI's Sora text to video capability
- $Frame on base has recovered a bit, holders still increasing
- $AXL teetering on a break out and enter price discovery

【18 Feb 2024】
- $LPT went up a second leg
- $AR looking pretty good here, decentralised storage and data provenance are AI adjacent. Though markets haven't seem to realize yet
- Liquity announced v2, $LQTY not much reaction

cont.

...cont.

- $TYBG reached $30M, reminiscent of $BALD but this time its proper community building
- $AXL fails to break $1.25
- $LEH trading sideways with perp dex launch imminent

【19 Feb 2024】
- Just realized USDT market cap is at ATH nearing 100B USDC mCap also up 10%+ in past month, now at $28B 
- $ETH nearing 3K, $WLD mooning now at whopping $72Bn FDV 
- $enqAI continues to pump 
- $JIVA massive volume, touted as Solana $PAAL equivalent

【20 Feb 2024】

- Decentralized storage getting nice pump $AR, $FIL, $STORJ
- Seems like entire CT is getting behind Ethena Labs $eUSD
- $GLM Golem network catching on with DePin narrative
- PANDORA and 404s had a decent recovery

【21 Feb 2024】

- Circle ends support for $USDC on Tron meanwhile USDT minted another 1Bn
- Seeing some attention on $CRV due to Ethena mainnet launch
- Overall seeing red across markets
- $ETH hit 3K last night before retracing
- $STX hit All time high

【22 Feb 2024】
- Somehow totally missed $CTSI Cartesi, app specific rollup project similar to $DYM
- $ZYN is a pumping
- PANDORA continues recovery, on track back to $20K
- BTC and ETH sideways at 52k and 3K respectively

【23 Feb 2024】

- Farcaster coins $DEGEN, $FRAME getting rekt
- $AXL in price discovery
- $PANDORA and 404s $DEFROGS nice pump
- $LUBE on @LineaBuild is somehow doing well?
-$FIL chadding, maybe there will soon be an Arthur Hayes narrative

【15 Feb 2024】

- $STRK airdrop --> people pissed. $OWL, $AKU starknet memes tank 90%.
- $AXL forming cup and handle, nearing breakout
- $BTC is 52K, ETH/BTC holding the 0.05 level