Post
taishiro
Show original
Undervalued tokens need more than a low price to become good trades. Supply dynamics, demand, and token economics determine whether a recovery can sustain itself.
$STRK is still dealing with supply overhang. The proposed minting mechanism adds another layer of uncertainty, so I’d rather see the post unlock selling pressure settle before looking for a serious recovery.
诸葛投研✊
Cheap is not a reason to buy; the future rise is.
$STRK, $NEAR, $BCH — the three underrated brothers, with completely opposite money printing logic: one just unlocked and dumped, one cut inflation to the floor, and one simply has zero inflation.
STRK just finished dumping after unlocking, and now there's a minting proposal. After the batch of over 100 million unlocked in mid-October pushed the price down, the official team proposed a minting plan, capping inflation at 4% per year, calculated by the square root of the staking rate.
Short-term supply is capped, but long-term still expanding; 0.8 is unlikely to hold, expect to see 0.6 first, waiting for chips to settle.
NEAR’s inflation halved, most like a value stock. Inflation cut from 5% to 2.5%, Intents is running, the most stable among the three. If it doesn’t break 4.5, there’s still a chance; Agent economics has been explained for a year and finally has clarity.
BCH’s zero inflation, most suitable for payments. Like BTC, fixed 21 million cap, never issued more, accepted by over 3,000 merchants, CME futures plus Grayscale ETF dual channels. I estimate it will hover around 275; if the pullback doesn’t break support, just hold.
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$75,704.5+0.00%
ETH/USDTEthereum
$2,230.07+0.00%
OKB/USDTOKB
$100.92-0.02%
Today’s market buzz
1#USJobsBeatExpectations
2#TechStocksReboundWatch
3#BTCETFOutflows416M
