CROUSDT
Crypto.com Coin / Tether USD
crypto Composite

Es terrible lo que esta sucediendo con CRO, cada día que pasa pierdo mas mis esperanzas de algún día salir con ganancias o al menos sin perdidas, absolutamente decepcionado, promesas de cambio que no han traído NADA, cuando se cree que ha tocado fondo sigue cayendo...

lol OP is staking from the future, must be nice knowing what CRO price does beforehand

This is the degen-risk version. Some new names can run hard, but the first job is not finding a 10x; it is not becoming someone else’s exit liquidity.
\## TL;DR in plain trader language
The market is tradable but not forgiving. $BTC is still the filter, $ETH needs relative-strength confirmation, and high-beta alts should be treated as setups with invalidation rather than predictions. Current macro relief, policy headlines, ETF-flow changes, and crowded derivatives positioning can all move prices quickly, so the safest read is to demand volume confirmation before sizing up.
\## Launch / pool radar
| Fresh name / pool | Ticker | Coin type | Launch/date | Where it surfaced | Volume | Short-term outlook |
| --- | --- | --- | --- | --- | --- | --- |
| MatchDay | $MATCH | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Dog In A Suit | $SUIT | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Nexus Trading Labs | $NEXUS | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| PMFI | $PMFI | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Kiyomasa | $清正 | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| XRP SUPERCYCLE | $XRPS | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| ZAZU | $ZAZU | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Voxel Voyages | $VOXEL | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Hbadger | $HBADG | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| MUMU THE BULL | $MUMU | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| OLBOS | $OLBOS | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| YVO3D AI | $YVO3D | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| 5ive Privacy | $FIVE | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| RealM | $REALM | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| PumpGO | $GO | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Aliens | $A51 | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Generational Earnings Mechanism | $GEM | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| SpaceX xStock | $SPCXX | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| PEPE’s Son By Matt Furie | $BEPE | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Like | $LIKE | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| drooling cat | $DROOLING | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| The Million Experiment | $MILLION | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Jotchua | $JOTCHUA | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Worlds | $WORLDS | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Stable Mint USD | $USDSM | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Wrapped iKAS (Zealous Swap) | $WIKAS | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
\## Catalyst board
| Coin | What changed | Possible price effect | Desk response |
| --- | --- | --- | --- |
| $BTC | BTC dominance near 59% and macro relief headlines | If dominance keeps rising while price holds support, majors can outperform smaller alts. | Use $BTC as the first filter before alt entries. |
| $ETH | ETF outflows and weak relative strength vs BTC | A flat ETH is not bearish by itself, but it needs rotation back into spot demand. | Prefer confirmed ETH/BTC improvement. |
| $SOL | Risk-on bounce plus alt structure still lagging BTC | Can rip when shorts cover, but failed retests can erase moves quickly. | Tight stops after vertical candles. |
| $XRP | Policy/regulation and settlement narrative sensitivity | Regulatory optimism can expand multiples, but headline trades are fade-prone. | Demand volume confirmation. |
| $DOGE | Meme index led some rebound pockets | Positive risk appetite helps memes, yet liquidity disappears quickly if BTC stalls. | Scalp, do not marry the position. |
| $ZEC | OI pullback and privacy-token volatility | Positioning reset can create sharp reflexive moves in either direction. | Let the chart settle before sizing. |
| $VELVET | Synthetic pre-IPO perp narrative and valuation/liquidity concerns | Explosive upside can coexist with violent whipsaws and exit-liquidity risk. | Treat as high-risk watchlist, not core. |
| $BEAT | Gaming/AI character economy momentum with ownership concerns | Social velocity can overpower fundamentals short term. | Check holders and liquidity before touching. |
\## Fast movers
| Coin | Ticker | Type | Price | 24h | 7d | Volume | Comment |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Securitize Tokenized AAA CLO Fund | $STAC | Mixed altcoin | $1.02K | 🔼 +0.00% | 🔼 +0.03% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Global Dollar | $USDG | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔻 -0.02% | $78.16M | Breakout candidate; avoid market-buying if candle is stretched. |
| Fidelity Digital Dollar | $FIDD | Mixed altcoin | $0.999606 | 🔼 +0.00% | 🔻 -0.07% | $4.72M | Breakout candidate; avoid market-buying if candle is stretched. |
| BlackRock USD Institutional Digital Liquidity Fund | $BUIDL | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Blockchain Capital | $BCAP | Mixed altcoin | $106.96 | 🔼 +0.00% | 🔻 -0.09% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| USDa | $USDA | Mixed altcoin | $0.984245 | 🔼 +0.00% | 🔼 +0.12% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable NA Rent Financing Platform SSTN | $PC0000031 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable APAC Diversified Finance Provider SSTN | $PC0000033 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Fidelity Digital Interest Token | $FDIT | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable LatAm Fintech SSTN | $PC0000097 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable Singapore Fintech SSL | $PC0000023 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable NA Third Party Online Merchant SSTN | $PC0000015 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable LatAm Middle-Market Lender SSTL | $PC0000085 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable Singapore Fintech SSL | $PC0000077 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Ondo U.S. Dollar Token | $USDON | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $35.90M | Breakout candidate; avoid market-buying if candle is stretched. |
| GRX Chain | $GRX | Mixed altcoin | $9.55 | 🔼 +0.00% | 🔼 +0.00% | $1.78 | Breakout candidate; avoid market-buying if candle is stretched. |
| EXOD | $EXOD | Mixed altcoin | $8.18 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Mustang | $MUST | Mixed altcoin | $0.503016 | 🔼 +0.00% | 🔼 +0.00% | $5.62 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable NA Post-Settlement Legal Financing Receivables | $PC0000101 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| VanEck Treasury Fund | $VBILL | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable North America PoS Lender SSTN | $PC0000019 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
\## Trending board
| Name | Ticker | Bucket | Price | 24h | MCap | Desk note |
| --- | --- | --- | --- | --- | --- | --- |
| IOTA | $IOTA | Mixed altcoin | $0.047080 | 🔼 +2.64% | $211.33M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Decred | $DCR | Mixed altcoin | $12.02 | 🔻 -0.97% | $209.91M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Tradable NA Rent Financing Platform SSTN | $PC0000031 | Mixed altcoin | $1.00 | 🔼 +0.00% | $202.50M | Mixed altcoin; watch volume and BTC direction before sizing. |
| USDai | $USDAI | Mixed altcoin | $0.999412 | 🔻 -0.02% | $198.23M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Ultima | $ULTIMA | Mixed altcoin | $2.31K | 🔻 -0.08% | $195.78M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Ethereum Name Service | $ENS | Mixed altcoin | $4.84 | 🔼 +1.64% | $195.57M | Mixed altcoin; watch volume and BTC direction before sizing. |
| apyUSD | $APYUSD | Mixed altcoin | $1.29 | 🔼 +0.28% | $193.56M | Mixed altcoin; watch volume and BTC direction before sizing. |
| OnRe Tokenized Reinsurance | $ONYC | Mixed altcoin | $1.11 | 🔼 +0.09% | $192.37M | Mixed altcoin; watch volume and BTC direction before sizing. |
| RealLink | $REAL | Mixed altcoin | $0.058571 | 🔻 -0.15% | $191.92M | Mixed altcoin; watch volume and BTC direction before sizing. |
| MegaUSD | $USDM | Mixed altcoin | $1.00 | 🔼 +0.29% | $191.16M | Mixed altcoin; watch volume and BTC direction before sizing. |
| crvUSD | $CRVUSD | Mixed altcoin | $0.999500 | 🔼 +0.02% | $189.77M | Mixed altcoin; watch volume and BTC direction before sizing. |
| USAT | $USAT | Mixed altcoin | $0.999004 | 🔼 +0.05% | $187.31M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Akash Network | $AKT | AI / compute | $0.620286 | 🔻 -0.56% | $181.44M | AI / compute; watch volume and BTC direction before sizing. |
| BTSE Token | $BTSE | Mixed altcoin | $1.07 | 🔻 -0.31% | $173.60M | Mixed altcoin; watch volume and BTC direction before sizing. |
| WeFi | $WFI | Mixed altcoin | $2.04 | 🔻 -1.23% | $172.64M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Railgun | $RAIL | Mixed altcoin | $2.97 | 🔼 +1.12% | $170.87M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Compound | $COMP | DeFi | $17.39 | 🔻 -2.95% | $168.16M | DeFi; watch volume and BTC direction before sizing. |
| Axie Infinity | $AXS | Mixed altcoin | $0.956316 | 🔼 +1.32% | $165.82M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Re Protocol reUSD | $REUSD | Mixed altcoin | $1.08 | 🔼 +0.06% | $163.56M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Tradable APAC Diversified Finance Provider SSTN | $PC0000033 | Mixed altcoin | $1.00 | 🔼 +0.00% | $162.50M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Trust Wallet | $TWT | Mixed altcoin | $0.388546 | 🔻 -1.61% | $161.86M | Mixed altcoin; watch volume and BTC direction before sizing. |
| OriginTrail | $TRAC | Mixed altcoin | $0.360757 | 🔼 +2.17% | $161.33M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Spiko US T-Bills Money Market Fund | $USTBL | Mixed altcoin | $1.09 | 🔼 +0.01% | $160.01M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Raydium | $RAY | Mixed altcoin | $0.590670 | 🔼 +0.69% | $158.99M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Satoshi Stablecoin | $SATUSD | Mixed altcoin | $0.990799 | 🔼 +0.31% | $158.29M | Mixed altcoin; watch volume and BTC direction before sizing. |
| dogwifhat | $WIF | Meme beta | $0.157538 | 🔼 +0.19% | $157.38M | Meme beta; trade liquidity, not conviction. |
| Maple Finance | $SYRUP | Mixed altcoin | $0.130495 | 🔻 -2.42% | $155.53M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Theta Network | $THETA | Mixed altcoin | $0.155160 | 🔻 -2.10% | $155.26M | Mixed altcoin; watch volume and BTC direction before sizing. |
| MX | $MX | Mixed altcoin | $1.69 | 🔻 -1.05% | $155.15M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Genius | $GENIUS | Mixed altcoin | $0.454344 | 🔼 +1.64% | $152.33M | Mixed altcoin; watch volume and BTC direction before sizing. |
| NEO | $NEO | Mixed altcoin | $2.16 | 🔻 -1.10% | $151.98M | Mixed altcoin; watch volume and BTC direction before sizing. |
\## Dip list, not buy list
| Coin | Ticker | Type | Price | 24h | 7d | Volume | Comment |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Ethena | $ENA | DeFi | $0.079102 | 🔻 -0.03% | 🔻 -10.77% | $188.27M | Reversal candidate only after reclaim; falling knives need proof. |
| Neutrl USD | $NUSD | Mixed altcoin | $0.998672 | 🔻 -0.03% | 🔻 -0.06% | $1.13M | Reversal candidate only after reclaim; falling knives need proof. |
| Alloy Tether | $AUSDT | Mixed altcoin | $0.999361 | 🔻 -0.03% | 🔼 +0.04% | $307.37 | Reversal candidate only after reclaim; falling knives need proof. |
| Qtum | $QTUM | Mixed altcoin | $0.713281 | 🔻 -0.03% | 🔼 +2.86% | $5.18M | Reversal candidate only after reclaim; falling knives need proof. |
| Ripple USD | $RLUSD | Mixed altcoin | $0.999947 | 🔻 -0.03% | 🔼 +0.02% | $136.02M | Reversal candidate only after reclaim; falling knives need proof. |
| USDai | $USDAI | Mixed altcoin | $0.999412 | 🔻 -0.02% | 🔻 -0.06% | $124.15K | Reversal candidate only after reclaim; falling knives need proof. |
| InfiniFi USD | $IUSD | Mixed altcoin | $0.999300 | 🔻 -0.02% | 🔼 +0.00% | $14.99 | Reversal candidate only after reclaim; falling knives need proof. |
| Eurite | $EURI | Mixed altcoin | $1.16 | 🔻 -0.01% | 🔼 +0.40% | $11.03M | Reversal candidate only after reclaim; falling knives need proof. |
| Frax USD | $FRXUSD | Mixed altcoin | $0.999684 | 🔻 -0.01% | 🔻 -0.00% | $7.67M | Reversal candidate only after reclaim; falling knives need proof. |
| YLDS | $YLDS | Mixed altcoin | $0.999605 | 🔻 -0.01% | 🔻 -0.02% | $19.92M | Reversal candidate only after reclaim; falling knives need proof. |
| GHO | $GHO | Mixed altcoin | $0.998890 | 🔻 -0.01% | 🔻 -0.01% | $4.77M | Reversal candidate only after reclaim; falling knives need proof. |
| Morpho | $MORPHO | DeFi | $1.94 | 🔻 -0.01% | 🔼 +16.32% | $14.70M | Reversal candidate only after reclaim; falling knives need proof. |
| JupUSD | $JUPUSD | Mixed altcoin | $0.999323 | 🔻 -0.00% | 🔻 -0.06% | $5.98M | Reversal candidate only after reclaim; falling knives need proof. |
| Usual USD | $USD0 | Mixed altcoin | $0.998662 | 🔻 -0.00% | 🔼 +0.01% | $126.71K | Reversal candidate only after reclaim; falling knives need proof. |
| Janus Henderson Anemoy AAA CLO Fund | $JAAA | Mixed altcoin | $1.04 | 🔻 -0.00% | 🔼 +0.08% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
| Cap USD | $CUSD | Mixed altcoin | $0.999715 | 🔻 -0.00% | 🔼 +0.00% | $785.83 | Reversal candidate only after reclaim; falling knives need proof. |
| BlackRock USD Institutional Digital Liquidity Fund | $BUIDL | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
| Blockchain Capital | $BCAP | Mixed altcoin | $106.96 | 🔼 +0.00% | 🔻 -0.09% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
| USDa | $USDA | Mixed altcoin | $0.984245 | 🔼 +0.00% | 🔼 +0.12% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
| Tradable NA Rent Financing Platform SSTN | $PC0000031 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
| Tradable APAC Diversified Finance Provider SSTN | $PC0000033 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
\## Before the degen stuff, here is the market
| Metric | Value | Signal | Trader read |
| --- | --- | --- | --- |
| Total crypto cap | $2.25T | 🔼 +0.02% | Risk barometer; reclaim means dip buyers have a chance. |
| 24h market volume | $126.36B | 🔼 +54.59% | Volume is the truth serum for every breakout. |
| BTC dominance | 56.37% | Leader check | Rising dominance means alts need extra confirmation. |
| ETH dominance | 8.90% | Alt beta check | A stronger ETH/BTC tape would unlock broader rotation. |
| Fear & Greed | 12 / Extreme Fear | Sentiment | Fear can fuel bounces, but only after sellers exhaust. |
| Active coins / markets | 17477 / 1486 | Breadth | Huge dispersion; avoid treating every green candle the same. |
\## Entries, targets and reasons to walk away
| Coin | Setup | Trigger I want | Upside area | Invalidation |
| --- | --- | --- | --- | --- |
| $BTC | Regime long only on reclaim | Hold/reclaim the $63K area with volume | Next resistance / $65K zone | Lose reclaim and dominance rises too fast |
| $ETH | Catch-up trade | ETH/BTC turns up and spot bid appears | Prior supply shelf | ETH lags during green BTC candles |
| $SOL | Risk-on beta | BTC stable and SOL retests cleanly | Momentum high | Funding spike with weak spot |
| $LINK | RWA/oracle continuation | Range break with volume | Prior high | Back inside old range |
| $DOGE | Meme scalp | Only after BTC confirms risk-on | Liquidity wick high | BTC rejection |
\## Funding and liquidation map
| Flow item | Reading | Meaning | Trading impact |
| --- | --- | --- | --- |
| Total liquidations 24h | $0 | Crowding gauge | More important when price stalls after the flush. |
| Long liquidations | $0 | Dip-risk signal | If longs keep getting clipped, wait for reclaim. |
| Short liquidations | $0 | Squeeze signal | Useful when price holds above prior resistance. |
| Derivatives OI | 2,210,691 BTC | Leverage base | Stable OI with rising spot volume is cleaner than OI-only rallies. |
| Derivatives volume | 3,965,960 BTC | Participation | Thin volume breakouts deserve smaller size. |
| Venue | Open interest | 24h volume | Perp pairs |
| --- | --- | --- | --- |
| Binance (Futures) | 339,961 BTC | 796,502 BTC | 593 |
| Bybit (Futures) | 145,507 BTC | 181,932 BTC | 684 |
| Hyperliquid (Futures) | 140,373 BTC | 150,754 BTC | 355 |
| MEXC (Futures) | 134,754 BTC | 202,076 BTC | 933 |
| Gate (Futures) | 122,148 BTC | 168,601 BTC | 757 |
| CoinW (Futures) | 117,763 BTC | 264,545 BTC | 218 |
| WEEX (Futures) | 102,867 BTC | 237,922 BTC | 757 |
\## Distribution watch
| Project | Ticker | Event | Timing | Takeaway | Trading read |
| --- | --- | --- | --- | --- | --- |
| Eclipse | $ECLIPSE | Airdrop Watch | Speculative campaign | SVM-on-Ethereum narrative creates high retail interest. | Only momentum trade after real listings. |
| Initia | $INIT | Airdrop Watch | Ecosystem campaign | Interwoven rollup ecosystem with active community campaigns. | Wait for official tokenomics. |
| Movement | $MOVE | Airdrop Watch | Campaign watch | MoveVM narrative can attract speculative volume. | Good watchlist only if volume confirms. |
| Berachain | $BERA | Airdrop Watch | Ecosystem campaign | Liquidity-centric L1 remains a major airdrop and listing watch. | Post-listing float and emissions matter most. |
| Sui | $SUI | Token Unlock | Monthly schedule | Recurring L1 unlock watch; supply events can amplify spot/perp volatility. | Watch absorption after unlock before chasing. |
| Aptos | $APT | Token Unlock | Monthly schedule | Large unlock windows often drive hedging and pre-event caution. | Wait for volume confirmation after distribution. |
| Arbitrum | $ARB | Token Unlock | Monthly schedule | Layer 2 supply watch that can affect the broader L2 basket. | Prefer setups after funding normalizes. |
| Optimism | $OP | Token Unlock | Monthly schedule | L2 emissions and governance unlocks remain important for perp traders. | Trade smaller into unlock windows. |
| Starknet | $STRK | Token Unlock | Scheduled unlock watch | High beta L2 float and unlock narratives can create fast moves. | Use tight invalidation and avoid low-liquidity chop. |
| Ethena | $ENA | Token Unlock | Scheduled release watch | Synthetic-dollar and funding-yield narrative remains sensitive to emissions. | Bullish only if flows support $USDe demand. |
| Celestia | $TIA | Token Unlock | Scheduled release watch | Modular blockchain unlocks can influence infra-token beta. | Wait for post-event trend confirmation. |
| LayerZero | $ZRO | Token Unlock | Scheduled release watch | Interoperability token with catalyst-driven liquidity swings. | Monitor support and funding before entries. |
| Immutable | $IMX | Token Unlock | Scheduled release watch | GameFi token unlock watch with sector-level sentiment impact. | Look for volume-backed retests. |
| dYdX | $DYDX | Token Unlock | Scheduled release watch | Perp DEX narrative can react strongly to emissions and governance supply. | Avoid chasing into thin order books. |
\## Sector strength check
| Sector | Coins on the board | Avg 24h | Combined volume | Rotation read |
| --- | --- | --- | --- | --- |
| Majors / store of value | $BTC, $ETH, $BCH, $LTC, $PAXG, $XAUT | 🔼 +0.34% | $39.77B | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| L1 high-liquidity | $SOL, $BNB, $SUI, $AVAX, $ADA, $TRX, $TON, $NEAR, $APT, $DOT, $ATOM, $ICP | 🔻 -0.64% | $6.06B | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| Scaling / L2 | $ARB, $OP, $POL, $STRK, $MNT, $IMX, $ZK, $ZRO | 🔼 +0.41% | $240.60M | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| DeFi rails | $UNI, $AAVE, $ENA, $JUP, $RUNE, $MORPHO, $LDO, $PENDLE, $CRV, $CAKE, $COMP, $DYDX | 🔻 -0.12% | $652.16M | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| RWA / oracle | $LINK, $ONDO, $QNT, $SKY | 🔻 -1.09% | $337.06M | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| AI / compute | $TAO, $RENDER, $FET, $WLD, $VIRTUAL, $AKT, $AIOZ, $IO | 🔻 -0.69% | $1.05B | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| Meme liquidity | $DOGE, $SHIB, $PEPE, $BONK, $FLOKI, $WIF, $PENGU, $MOG, $BRETT | 🔼 +0.30% | $1.73B | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| Exchange / venue | $OKB, $BGB, $CRO, $KCS, $GT, $LEO, $HTX, $HYPE | 🔼 +0.69% | $1.03B | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| Privacy | $XMR, $ZEC | 🔻 -5.12% | $806.98M | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
\## Additional names for breadth
\## Polygon context note
\## FAQ
\*\*Why so many coins?\*\* Because traders need breadth. A single $BTC or $ETH take misses sector rotation, meme beta, new-pool risk, unlock pressure, and mid-cap momentum.
\*\*Should I buy the biggest gainer?\*\* Usually not immediately. The better trade is often the first clean retest after volume confirms the move.
\*\*What invalidates most alt setups?\*\* A failed $BTC reclaim, rising dominance with weak breadth, funding spikes without spot demand, or a coin losing VWAP after a headline pump.
\*\*How do I use this post?\*\* Treat it as a watchlist and decision map, then verify live order books, funding, liquidity, unlock schedules, and news before entering.
\## Ticker coverage audit
This post covers approximately \*\*163 distinct tickers\*\* across majors, trending coins, gainers, losers, new listings, token events, derivatives watchlists, sector baskets, and an expanded coverage table.
\## Disclaimer
This is market commentary and trader education, not financial advice. Crypto is volatile, leverage can liquidate accounts fast, and newly listed or meme coins can become illiquid without warning. Verify live data before trading and size positions so one bad trade cannot damage the account.

# SaaS is NOT dead
**TLDR;** The “SaaS is dead” narrative is everywhere right now. Satya Nadella said it first, VCs ran with it, and now it’s the default position online. After watching this play out for months… I think the whole debate is confused. People are conflating two things: the ability to *create* software and the ability to *operate* software inside an organisation. They’re not the same thing. Not even close. And the gap between them is where the “SaaS is dead” argument quietly falls apart.
Every time I see someone tweet “*SaaS is dead, just vibe code your own....*” I think: this person has never had to hand a tool to a new starter on their first Monday morning.
I have. Many times. And the operational reality of running software inside a team is so far removed from the “just build it yourself” fantasy that I genuinely don’t know where to start.
Actually, I do.
**Where the narrative started**
Back in December 2024, Satya Nadella went on the BG2 podcast and said something that amounted to “business applications as we know them will collapse in the agent era” ([here’s the link](https://www.youtube.com/watch?v=9NtsnzRFJ_o) in case you want to watch it). His argument was that SaaS apps are just CRUD databases with business logic on top, and AI agents will absorb that logic layer. 
>
Anyway. That clip spread everywhere. The twitter economy did its thing. Suddenly “SaaS is dead” became the default position of every VC, AI influencer, and weekend hacker on the internet.
Then in early February this year, Anthropic released Claude Cowork, and software stocks lost nearly $1 trillion in market value in a week. Jefferies called it the “SaaSpocalypse.” The iShares Software ETF dropped over 20% from its peak. Mad.
So the narrative is loud. And I think it’s fundamentally wrong… or at the very least, it’s answering a question that doesn’t matter while ignoring the one that does.
**The question everyone’s answering: “Can you BUILD software with AI?”**
Yes. Obviously. I’m building a product right now using AI coding tools. Cursor, Claude Code… they’re extraordinary. I’ve been coding on the side for years but I actually feel like an engineer now and AI is a massive part of why that was even possible. Things that would have taken months, I can prototype in days. Mad.
But here’s where the logic falls apart. The “SaaS is dead” crowd has taken “you can build software faster” and “you can build software yourself” and leapt to “**therefore nobody needs to buy software**.” 
That’s… not how any of this works.
**The question nobody’s answering: “Can you OPERATE that software inside a real team?”**
This is where I disagree with the narrative. And it’s the part that people who’ve never run a team of 20+ people completely miss.
**The onboarding problem**
I’ve onboarded and managed over 100 people across sales, marketing, cs, partnerships and engineering. Every single one needed to learn the tools **on day one**. CRM, dialler, sales engagement platform, call recording, prospecting tools… the stack.
When you’re using Salesforce or HubSpot, there’s documentation. There are YouTube tutorials. There’s a community. There’s a support team. There’s an onboarding flow built into the product. Your new hire can Google “how do I log a call in Salesforce” and get 400 results.
Now imagine you’ve vibe coded a bespoke CRM for your team. Your new hire starts Monday. Who’s training them? Where’s the documentation? There isn’t any, because the app was built by prompting Claude and nobody wrote docs for it. So now *you* have to walk them through it. Personally. Every time someone joins.
I can’t think of anything I’d want to do less than personally onboard every new hire onto an internal tool that only I understand. That doesn’t scale. 
**The maintenance problem (which nobody talks about)**
Jason Lemkin at SaaStr put it well: shipping a v1 is maybe 2% of the work. That resonates with anyone who’s operated software at scale.
Even if you could build a basic version of Salesforce in a weekend… who’s going to maintain it? Who’s adding the features your team needs in Q3 that didn’t exist in Q1? Who’s handling the security patches, the integrations, the edge cases that only surface six months in?
Software evolves. That CRM you vibe coded 18 months ago? It’s already dated. Your competitors have adopted new engagement features. Your team wants pipeline analytics you never built. A compliance requirement dropped and your app doesn’t handle it. The dialler integration broke because they updated their API.
With a SaaS product, that’s the vendor’s problem. With your vibe coded tool, that’s *your* problem. And you’re a CRO, not a software engineer. You’ve got a number to hit.
Arvid Kahl (who bootstrapped and exited FeedbackPanda) made a related point. Vibe coded projects hit a wall because the codebase grows beyond anyone’s ability to understand it… including the AI. Nobody (not even the person who prompted it into existence) fully knows what the software does anymore. And unreliable software creates a business with high churn and low retention.
**The “who owns this when someone leaves” problem**
Here’s a scenario I’ve watched play out multiple times, long before AI was involved: someone on the team builds an internal tool. A spreadsheet, a script, a dashboard. It works great. Then that person leaves. And suddenly nobody knows how to maintain it, modify it, or fix it when it breaks.
Now multiply that by an entire application stack built through vibe coding. Your ops lead prompted a custom reporting tool into existence. Your sales manager built a commission calculator. Your SDR team lead made a prospecting workflow. Each of those people leaves, as people do, and you’re left with a graveyard of tools that nobody can maintain.
SaaS products survive employee turnover. Bespoke internal tools do not.
**The liability question**
This one’s underrated. When Salesforce has a data leak, that’s Salesforce’s legal problem. They have a security team, compliance, insurance, SLAs. When your vibe coded CRM leaks customer data… and it might… that’s entirely your problem. 
**What the sharp people are actually saying**
Jensen Huang said at the Cisco AI Summit two weeks ago that the idea of AI replacing software is “the most illogical thing in the world.” His argument: AI uses tools, it doesn’t reinvent them.
Mike Cannon-Brookes at Atlassian ($6B+ revenue, *and* *accelerating*) was blunt about surviving the AI era. His answer wasn’t to pivot to agents. It was “We have to be good.” Atlassian grew cloud revenue 26% and RPO 44% in the middle of the supposed SaaS apocalypse.
Niki Scevak at Blackbird Ventures said it directly: “The human ego has driven large companies to create their own software since the start of computing, and that has been a very bad idea.”
And Lemkin made the most concise version of the argument: “Nobody is building a homegrown CRM in Replit to replace their Salesforce instance. I’ve built 10+ apps with vibe coding in the past few months. Things that would have taken a team six months, I did in hours. But none of them replace enterprise systems of record.”
**Where SaaS actually IS vulnerable**
To be clear. I’m not saying nothing changes. Of course it does. 
>
Enterprise IT spending is getting reallocated toward AI initiatives. Fewer new seat purchases. Slower expansion deals. Harder conversations at renewal. The pie isn’t growing. It’s being resliced.
And SaaS products that are essentially thin UI layers over a database… the “dumb CRUD app” that Nadella was actually describing… are genuinely at risk. If your product is a form that writes to a database and a dashboard that reads from it… yes, an AI can replace that.
But SaaS with deep domain logic, real-time capabilities, proprietary data models, integrations across complex ecosystems, and institutional knowledge embedded in the product? Those aren’t going anywhere. Because the value was never in the UI. It was in the accumulated understanding of the problem space, shipped as working software, maintained by a dedicated team.
**What this means if you’re building right now**
I’m building a SaaS product. Right now. In 2026. And it’s kinda funny… it took me four months to start because I was convinced OpenAI or Google would just kill everyone anyway. 
But after actually thinking it through, I’ve never been more confident SaaS has a future. The arguments against it fall apart the moment you’ve operated real software inside a real team.
What’s changing is the *bar*. The low-effort, feature-light, “slap a dashboard on a database” SaaS product is dead. Good riddance. What survives is software that embeds itself so deeply into a workflow that ripping it out would be more painful than paying for it.
The tools I’m using to build have never been better. AI coding assistants mean a solo builder can ship what used to require a team. That doesn’t mean SaaS is dead. It means it’s never been easier to *build* SaaS… which is the opposite of what the doomsayers are arguing.
The thing nobody seems to want to say out loud: the same AI tools that supposedly kill SaaS are also making it dramatically cheaper and faster to *create* SaaS. That’s not a death sentence. That’s a faster path to innovation.
SaaS isn’t dead. Lazy SaaS is dead. And honestly… good.
Anyway, I'd be interested in other peoples take. Am I wrong? Would you be happy if your teams started vibe coding their own apps? Are you struggling to sell your product because the customer has DIY'd it?

I had the card back during the NFT era (2021/2022) and it worked great but it expired mid-2025. I was hoping to scoop up a new one to earn CRO as we head into pico-bear but I'll look for some alternatives.

I mean there’s very little quality content produced for CRO. It typically falls into two camps:
1. 2.71.EOY shill, and;
2. I’ve been diluted by 233% with the minting of the 70bn tokens exposing the entire ecosystem as a centralised entity wholly controlled by CDC.
There’s no protocol development news, accessible content on how the chain will fund itself long term - that juicy 10% apr some people were championing is wholly dependent upon transaction fees once they’ve exhausted the 70bn dilution tokens.
We’re weeks away from CDC introducing its fourth app, with no real explanation as to why OnChain can’t be developed upon to achieve the same outcome.
If we start treating CRO like I treat my Tesco Rewards, something to be earned and exchanged for something of value, not a serious crypto project I think many people would be much happier.

CAW is a bet on a bet. First CRO would have to do great and then its memes would need to pump. CRO is going nowhere if they don't drastically step up their game and CAW has no utility at all. Glad i sold that crap early

Es terrible lo que esta sucediendo con CRO, cada día que pasa pierdo mas mis esperanzas de algún día salir con ganancias o al menos sin perdidas, absolutamente decepcionado, promesas de cambio que no han traído NADA, cuando se cree que ha tocado fondo sigue cayendo...

lol OP is staking from the future, must be nice knowing what CRO price does beforehand

This is the degen-risk version. Some new names can run hard, but the first job is not finding a 10x; it is not becoming someone else’s exit liquidity.
\## TL;DR in plain trader language
The market is tradable but not forgiving. $BTC is still the filter, $ETH needs relative-strength confirmation, and high-beta alts should be treated as setups with invalidation rather than predictions. Current macro relief, policy headlines, ETF-flow changes, and crowded derivatives positioning can all move prices quickly, so the safest read is to demand volume confirmation before sizing up.
\## Launch / pool radar
| Fresh name / pool | Ticker | Coin type | Launch/date | Where it surfaced | Volume | Short-term outlook |
| --- | --- | --- | --- | --- | --- | --- |
| MatchDay | $MATCH | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Dog In A Suit | $SUIT | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Nexus Trading Labs | $NEXUS | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| PMFI | $PMFI | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Kiyomasa | $清正 | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| XRP SUPERCYCLE | $XRPS | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| ZAZU | $ZAZU | Mixed altcoin | Jun 10, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Voxel Voyages | $VOXEL | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Hbadger | $HBADG | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| MUMU THE BULL | $MUMU | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| OLBOS | $OLBOS | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| YVO3D AI | $YVO3D | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| 5ive Privacy | $FIVE | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| RealM | $REALM | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| PumpGO | $GO | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Aliens | $A51 | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Generational Earnings Mechanism | $GEM | Mixed altcoin | Jun 09, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| SpaceX xStock | $SPCXX | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| PEPE’s Son By Matt Furie | $BEPE | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Like | $LIKE | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| drooling cat | $DROOLING | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| The Million Experiment | $MILLION | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Jotchua | $JOTCHUA | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Worlds | $WORLDS | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Stable Mint USD | $USDSM | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
| Wrapped iKAS (Zealous Swap) | $WIKAS | Mixed altcoin | Jun 08, 2026 | CoinGecko Recently Added | $0 | Research trigger; verify liquidity, contract, holder concentration, and unlocks. |
\## Catalyst board
| Coin | What changed | Possible price effect | Desk response |
| --- | --- | --- | --- |
| $BTC | BTC dominance near 59% and macro relief headlines | If dominance keeps rising while price holds support, majors can outperform smaller alts. | Use $BTC as the first filter before alt entries. |
| $ETH | ETF outflows and weak relative strength vs BTC | A flat ETH is not bearish by itself, but it needs rotation back into spot demand. | Prefer confirmed ETH/BTC improvement. |
| $SOL | Risk-on bounce plus alt structure still lagging BTC | Can rip when shorts cover, but failed retests can erase moves quickly. | Tight stops after vertical candles. |
| $XRP | Policy/regulation and settlement narrative sensitivity | Regulatory optimism can expand multiples, but headline trades are fade-prone. | Demand volume confirmation. |
| $DOGE | Meme index led some rebound pockets | Positive risk appetite helps memes, yet liquidity disappears quickly if BTC stalls. | Scalp, do not marry the position. |
| $ZEC | OI pullback and privacy-token volatility | Positioning reset can create sharp reflexive moves in either direction. | Let the chart settle before sizing. |
| $VELVET | Synthetic pre-IPO perp narrative and valuation/liquidity concerns | Explosive upside can coexist with violent whipsaws and exit-liquidity risk. | Treat as high-risk watchlist, not core. |
| $BEAT | Gaming/AI character economy momentum with ownership concerns | Social velocity can overpower fundamentals short term. | Check holders and liquidity before touching. |
\## Fast movers
| Coin | Ticker | Type | Price | 24h | 7d | Volume | Comment |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Securitize Tokenized AAA CLO Fund | $STAC | Mixed altcoin | $1.02K | 🔼 +0.00% | 🔼 +0.03% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Global Dollar | $USDG | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔻 -0.02% | $78.16M | Breakout candidate; avoid market-buying if candle is stretched. |
| Fidelity Digital Dollar | $FIDD | Mixed altcoin | $0.999606 | 🔼 +0.00% | 🔻 -0.07% | $4.72M | Breakout candidate; avoid market-buying if candle is stretched. |
| BlackRock USD Institutional Digital Liquidity Fund | $BUIDL | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Blockchain Capital | $BCAP | Mixed altcoin | $106.96 | 🔼 +0.00% | 🔻 -0.09% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| USDa | $USDA | Mixed altcoin | $0.984245 | 🔼 +0.00% | 🔼 +0.12% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable NA Rent Financing Platform SSTN | $PC0000031 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable APAC Diversified Finance Provider SSTN | $PC0000033 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Fidelity Digital Interest Token | $FDIT | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable LatAm Fintech SSTN | $PC0000097 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable Singapore Fintech SSL | $PC0000023 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable NA Third Party Online Merchant SSTN | $PC0000015 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable LatAm Middle-Market Lender SSTL | $PC0000085 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable Singapore Fintech SSL | $PC0000077 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Ondo U.S. Dollar Token | $USDON | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $35.90M | Breakout candidate; avoid market-buying if candle is stretched. |
| GRX Chain | $GRX | Mixed altcoin | $9.55 | 🔼 +0.00% | 🔼 +0.00% | $1.78 | Breakout candidate; avoid market-buying if candle is stretched. |
| EXOD | $EXOD | Mixed altcoin | $8.18 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Mustang | $MUST | Mixed altcoin | $0.503016 | 🔼 +0.00% | 🔼 +0.00% | $5.62 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable NA Post-Settlement Legal Financing Receivables | $PC0000101 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| VanEck Treasury Fund | $VBILL | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
| Tradable North America PoS Lender SSTN | $PC0000019 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Breakout candidate; avoid market-buying if candle is stretched. |
\## Trending board
| Name | Ticker | Bucket | Price | 24h | MCap | Desk note |
| --- | --- | --- | --- | --- | --- | --- |
| IOTA | $IOTA | Mixed altcoin | $0.047080 | 🔼 +2.64% | $211.33M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Decred | $DCR | Mixed altcoin | $12.02 | 🔻 -0.97% | $209.91M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Tradable NA Rent Financing Platform SSTN | $PC0000031 | Mixed altcoin | $1.00 | 🔼 +0.00% | $202.50M | Mixed altcoin; watch volume and BTC direction before sizing. |
| USDai | $USDAI | Mixed altcoin | $0.999412 | 🔻 -0.02% | $198.23M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Ultima | $ULTIMA | Mixed altcoin | $2.31K | 🔻 -0.08% | $195.78M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Ethereum Name Service | $ENS | Mixed altcoin | $4.84 | 🔼 +1.64% | $195.57M | Mixed altcoin; watch volume and BTC direction before sizing. |
| apyUSD | $APYUSD | Mixed altcoin | $1.29 | 🔼 +0.28% | $193.56M | Mixed altcoin; watch volume and BTC direction before sizing. |
| OnRe Tokenized Reinsurance | $ONYC | Mixed altcoin | $1.11 | 🔼 +0.09% | $192.37M | Mixed altcoin; watch volume and BTC direction before sizing. |
| RealLink | $REAL | Mixed altcoin | $0.058571 | 🔻 -0.15% | $191.92M | Mixed altcoin; watch volume and BTC direction before sizing. |
| MegaUSD | $USDM | Mixed altcoin | $1.00 | 🔼 +0.29% | $191.16M | Mixed altcoin; watch volume and BTC direction before sizing. |
| crvUSD | $CRVUSD | Mixed altcoin | $0.999500 | 🔼 +0.02% | $189.77M | Mixed altcoin; watch volume and BTC direction before sizing. |
| USAT | $USAT | Mixed altcoin | $0.999004 | 🔼 +0.05% | $187.31M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Akash Network | $AKT | AI / compute | $0.620286 | 🔻 -0.56% | $181.44M | AI / compute; watch volume and BTC direction before sizing. |
| BTSE Token | $BTSE | Mixed altcoin | $1.07 | 🔻 -0.31% | $173.60M | Mixed altcoin; watch volume and BTC direction before sizing. |
| WeFi | $WFI | Mixed altcoin | $2.04 | 🔻 -1.23% | $172.64M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Railgun | $RAIL | Mixed altcoin | $2.97 | 🔼 +1.12% | $170.87M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Compound | $COMP | DeFi | $17.39 | 🔻 -2.95% | $168.16M | DeFi; watch volume and BTC direction before sizing. |
| Axie Infinity | $AXS | Mixed altcoin | $0.956316 | 🔼 +1.32% | $165.82M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Re Protocol reUSD | $REUSD | Mixed altcoin | $1.08 | 🔼 +0.06% | $163.56M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Tradable APAC Diversified Finance Provider SSTN | $PC0000033 | Mixed altcoin | $1.00 | 🔼 +0.00% | $162.50M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Trust Wallet | $TWT | Mixed altcoin | $0.388546 | 🔻 -1.61% | $161.86M | Mixed altcoin; watch volume and BTC direction before sizing. |
| OriginTrail | $TRAC | Mixed altcoin | $0.360757 | 🔼 +2.17% | $161.33M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Spiko US T-Bills Money Market Fund | $USTBL | Mixed altcoin | $1.09 | 🔼 +0.01% | $160.01M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Raydium | $RAY | Mixed altcoin | $0.590670 | 🔼 +0.69% | $158.99M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Satoshi Stablecoin | $SATUSD | Mixed altcoin | $0.990799 | 🔼 +0.31% | $158.29M | Mixed altcoin; watch volume and BTC direction before sizing. |
| dogwifhat | $WIF | Meme beta | $0.157538 | 🔼 +0.19% | $157.38M | Meme beta; trade liquidity, not conviction. |
| Maple Finance | $SYRUP | Mixed altcoin | $0.130495 | 🔻 -2.42% | $155.53M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Theta Network | $THETA | Mixed altcoin | $0.155160 | 🔻 -2.10% | $155.26M | Mixed altcoin; watch volume and BTC direction before sizing. |
| MX | $MX | Mixed altcoin | $1.69 | 🔻 -1.05% | $155.15M | Mixed altcoin; watch volume and BTC direction before sizing. |
| Genius | $GENIUS | Mixed altcoin | $0.454344 | 🔼 +1.64% | $152.33M | Mixed altcoin; watch volume and BTC direction before sizing. |
| NEO | $NEO | Mixed altcoin | $2.16 | 🔻 -1.10% | $151.98M | Mixed altcoin; watch volume and BTC direction before sizing. |
\## Dip list, not buy list
| Coin | Ticker | Type | Price | 24h | 7d | Volume | Comment |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Ethena | $ENA | DeFi | $0.079102 | 🔻 -0.03% | 🔻 -10.77% | $188.27M | Reversal candidate only after reclaim; falling knives need proof. |
| Neutrl USD | $NUSD | Mixed altcoin | $0.998672 | 🔻 -0.03% | 🔻 -0.06% | $1.13M | Reversal candidate only after reclaim; falling knives need proof. |
| Alloy Tether | $AUSDT | Mixed altcoin | $0.999361 | 🔻 -0.03% | 🔼 +0.04% | $307.37 | Reversal candidate only after reclaim; falling knives need proof. |
| Qtum | $QTUM | Mixed altcoin | $0.713281 | 🔻 -0.03% | 🔼 +2.86% | $5.18M | Reversal candidate only after reclaim; falling knives need proof. |
| Ripple USD | $RLUSD | Mixed altcoin | $0.999947 | 🔻 -0.03% | 🔼 +0.02% | $136.02M | Reversal candidate only after reclaim; falling knives need proof. |
| USDai | $USDAI | Mixed altcoin | $0.999412 | 🔻 -0.02% | 🔻 -0.06% | $124.15K | Reversal candidate only after reclaim; falling knives need proof. |
| InfiniFi USD | $IUSD | Mixed altcoin | $0.999300 | 🔻 -0.02% | 🔼 +0.00% | $14.99 | Reversal candidate only after reclaim; falling knives need proof. |
| Eurite | $EURI | Mixed altcoin | $1.16 | 🔻 -0.01% | 🔼 +0.40% | $11.03M | Reversal candidate only after reclaim; falling knives need proof. |
| Frax USD | $FRXUSD | Mixed altcoin | $0.999684 | 🔻 -0.01% | 🔻 -0.00% | $7.67M | Reversal candidate only after reclaim; falling knives need proof. |
| YLDS | $YLDS | Mixed altcoin | $0.999605 | 🔻 -0.01% | 🔻 -0.02% | $19.92M | Reversal candidate only after reclaim; falling knives need proof. |
| GHO | $GHO | Mixed altcoin | $0.998890 | 🔻 -0.01% | 🔻 -0.01% | $4.77M | Reversal candidate only after reclaim; falling knives need proof. |
| Morpho | $MORPHO | DeFi | $1.94 | 🔻 -0.01% | 🔼 +16.32% | $14.70M | Reversal candidate only after reclaim; falling knives need proof. |
| JupUSD | $JUPUSD | Mixed altcoin | $0.999323 | 🔻 -0.00% | 🔻 -0.06% | $5.98M | Reversal candidate only after reclaim; falling knives need proof. |
| Usual USD | $USD0 | Mixed altcoin | $0.998662 | 🔻 -0.00% | 🔼 +0.01% | $126.71K | Reversal candidate only after reclaim; falling knives need proof. |
| Janus Henderson Anemoy AAA CLO Fund | $JAAA | Mixed altcoin | $1.04 | 🔻 -0.00% | 🔼 +0.08% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
| Cap USD | $CUSD | Mixed altcoin | $0.999715 | 🔻 -0.00% | 🔼 +0.00% | $785.83 | Reversal candidate only after reclaim; falling knives need proof. |
| BlackRock USD Institutional Digital Liquidity Fund | $BUIDL | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
| Blockchain Capital | $BCAP | Mixed altcoin | $106.96 | 🔼 +0.00% | 🔻 -0.09% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
| USDa | $USDA | Mixed altcoin | $0.984245 | 🔼 +0.00% | 🔼 +0.12% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
| Tradable NA Rent Financing Platform SSTN | $PC0000031 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
| Tradable APAC Diversified Finance Provider SSTN | $PC0000033 | Mixed altcoin | $1.00 | 🔼 +0.00% | 🔼 +0.00% | $0 | Reversal candidate only after reclaim; falling knives need proof. |
\## Before the degen stuff, here is the market
| Metric | Value | Signal | Trader read |
| --- | --- | --- | --- |
| Total crypto cap | $2.25T | 🔼 +0.02% | Risk barometer; reclaim means dip buyers have a chance. |
| 24h market volume | $126.36B | 🔼 +54.59% | Volume is the truth serum for every breakout. |
| BTC dominance | 56.37% | Leader check | Rising dominance means alts need extra confirmation. |
| ETH dominance | 8.90% | Alt beta check | A stronger ETH/BTC tape would unlock broader rotation. |
| Fear & Greed | 12 / Extreme Fear | Sentiment | Fear can fuel bounces, but only after sellers exhaust. |
| Active coins / markets | 17477 / 1486 | Breadth | Huge dispersion; avoid treating every green candle the same. |
\## Entries, targets and reasons to walk away
| Coin | Setup | Trigger I want | Upside area | Invalidation |
| --- | --- | --- | --- | --- |
| $BTC | Regime long only on reclaim | Hold/reclaim the $63K area with volume | Next resistance / $65K zone | Lose reclaim and dominance rises too fast |
| $ETH | Catch-up trade | ETH/BTC turns up and spot bid appears | Prior supply shelf | ETH lags during green BTC candles |
| $SOL | Risk-on beta | BTC stable and SOL retests cleanly | Momentum high | Funding spike with weak spot |
| $LINK | RWA/oracle continuation | Range break with volume | Prior high | Back inside old range |
| $DOGE | Meme scalp | Only after BTC confirms risk-on | Liquidity wick high | BTC rejection |
\## Funding and liquidation map
| Flow item | Reading | Meaning | Trading impact |
| --- | --- | --- | --- |
| Total liquidations 24h | $0 | Crowding gauge | More important when price stalls after the flush. |
| Long liquidations | $0 | Dip-risk signal | If longs keep getting clipped, wait for reclaim. |
| Short liquidations | $0 | Squeeze signal | Useful when price holds above prior resistance. |
| Derivatives OI | 2,210,691 BTC | Leverage base | Stable OI with rising spot volume is cleaner than OI-only rallies. |
| Derivatives volume | 3,965,960 BTC | Participation | Thin volume breakouts deserve smaller size. |
| Venue | Open interest | 24h volume | Perp pairs |
| --- | --- | --- | --- |
| Binance (Futures) | 339,961 BTC | 796,502 BTC | 593 |
| Bybit (Futures) | 145,507 BTC | 181,932 BTC | 684 |
| Hyperliquid (Futures) | 140,373 BTC | 150,754 BTC | 355 |
| MEXC (Futures) | 134,754 BTC | 202,076 BTC | 933 |
| Gate (Futures) | 122,148 BTC | 168,601 BTC | 757 |
| CoinW (Futures) | 117,763 BTC | 264,545 BTC | 218 |
| WEEX (Futures) | 102,867 BTC | 237,922 BTC | 757 |
\## Distribution watch
| Project | Ticker | Event | Timing | Takeaway | Trading read |
| --- | --- | --- | --- | --- | --- |
| Eclipse | $ECLIPSE | Airdrop Watch | Speculative campaign | SVM-on-Ethereum narrative creates high retail interest. | Only momentum trade after real listings. |
| Initia | $INIT | Airdrop Watch | Ecosystem campaign | Interwoven rollup ecosystem with active community campaigns. | Wait for official tokenomics. |
| Movement | $MOVE | Airdrop Watch | Campaign watch | MoveVM narrative can attract speculative volume. | Good watchlist only if volume confirms. |
| Berachain | $BERA | Airdrop Watch | Ecosystem campaign | Liquidity-centric L1 remains a major airdrop and listing watch. | Post-listing float and emissions matter most. |
| Sui | $SUI | Token Unlock | Monthly schedule | Recurring L1 unlock watch; supply events can amplify spot/perp volatility. | Watch absorption after unlock before chasing. |
| Aptos | $APT | Token Unlock | Monthly schedule | Large unlock windows often drive hedging and pre-event caution. | Wait for volume confirmation after distribution. |
| Arbitrum | $ARB | Token Unlock | Monthly schedule | Layer 2 supply watch that can affect the broader L2 basket. | Prefer setups after funding normalizes. |
| Optimism | $OP | Token Unlock | Monthly schedule | L2 emissions and governance unlocks remain important for perp traders. | Trade smaller into unlock windows. |
| Starknet | $STRK | Token Unlock | Scheduled unlock watch | High beta L2 float and unlock narratives can create fast moves. | Use tight invalidation and avoid low-liquidity chop. |
| Ethena | $ENA | Token Unlock | Scheduled release watch | Synthetic-dollar and funding-yield narrative remains sensitive to emissions. | Bullish only if flows support $USDe demand. |
| Celestia | $TIA | Token Unlock | Scheduled release watch | Modular blockchain unlocks can influence infra-token beta. | Wait for post-event trend confirmation. |
| LayerZero | $ZRO | Token Unlock | Scheduled release watch | Interoperability token with catalyst-driven liquidity swings. | Monitor support and funding before entries. |
| Immutable | $IMX | Token Unlock | Scheduled release watch | GameFi token unlock watch with sector-level sentiment impact. | Look for volume-backed retests. |
| dYdX | $DYDX | Token Unlock | Scheduled release watch | Perp DEX narrative can react strongly to emissions and governance supply. | Avoid chasing into thin order books. |
\## Sector strength check
| Sector | Coins on the board | Avg 24h | Combined volume | Rotation read |
| --- | --- | --- | --- | --- |
| Majors / store of value | $BTC, $ETH, $BCH, $LTC, $PAXG, $XAUT | 🔼 +0.34% | $39.77B | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| L1 high-liquidity | $SOL, $BNB, $SUI, $AVAX, $ADA, $TRX, $TON, $NEAR, $APT, $DOT, $ATOM, $ICP | 🔻 -0.64% | $6.06B | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| Scaling / L2 | $ARB, $OP, $POL, $STRK, $MNT, $IMX, $ZK, $ZRO | 🔼 +0.41% | $240.60M | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| DeFi rails | $UNI, $AAVE, $ENA, $JUP, $RUNE, $MORPHO, $LDO, $PENDLE, $CRV, $CAKE, $COMP, $DYDX | 🔻 -0.12% | $652.16M | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| RWA / oracle | $LINK, $ONDO, $QNT, $SKY | 🔻 -1.09% | $337.06M | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| AI / compute | $TAO, $RENDER, $FET, $WLD, $VIRTUAL, $AKT, $AIOZ, $IO | 🔻 -0.69% | $1.05B | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| Meme liquidity | $DOGE, $SHIB, $PEPE, $BONK, $FLOKI, $WIF, $PENGU, $MOG, $BRETT | 🔼 +0.30% | $1.73B | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| Exchange / venue | $OKB, $BGB, $CRO, $KCS, $GT, $LEO, $HTX, $HYPE | 🔼 +0.69% | $1.03B | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
| Privacy | $XMR, $ZEC | 🔻 -5.12% | $806.98M | Use as a basket read; strongest sectors should hold pullbacks better than BTC. |
\## Additional names for breadth
\## Polygon context note
\## FAQ
\*\*Why so many coins?\*\* Because traders need breadth. A single $BTC or $ETH take misses sector rotation, meme beta, new-pool risk, unlock pressure, and mid-cap momentum.
\*\*Should I buy the biggest gainer?\*\* Usually not immediately. The better trade is often the first clean retest after volume confirms the move.
\*\*What invalidates most alt setups?\*\* A failed $BTC reclaim, rising dominance with weak breadth, funding spikes without spot demand, or a coin losing VWAP after a headline pump.
\*\*How do I use this post?\*\* Treat it as a watchlist and decision map, then verify live order books, funding, liquidity, unlock schedules, and news before entering.
\## Ticker coverage audit
This post covers approximately \*\*163 distinct tickers\*\* across majors, trending coins, gainers, losers, new listings, token events, derivatives watchlists, sector baskets, and an expanded coverage table.
\## Disclaimer
This is market commentary and trader education, not financial advice. Crypto is volatile, leverage can liquidate accounts fast, and newly listed or meme coins can become illiquid without warning. Verify live data before trading and size positions so one bad trade cannot damage the account.

# SaaS is NOT dead
**TLDR;** The “SaaS is dead” narrative is everywhere right now. Satya Nadella said it first, VCs ran with it, and now it’s the default position online. After watching this play out for months… I think the whole debate is confused. People are conflating two things: the ability to *create* software and the ability to *operate* software inside an organisation. They’re not the same thing. Not even close. And the gap between them is where the “SaaS is dead” argument quietly falls apart.
Every time I see someone tweet “*SaaS is dead, just vibe code your own....*” I think: this person has never had to hand a tool to a new starter on their first Monday morning.
I have. Many times. And the operational reality of running software inside a team is so far removed from the “just build it yourself” fantasy that I genuinely don’t know where to start.
Actually, I do.
**Where the narrative started**
Back in December 2024, Satya Nadella went on the BG2 podcast and said something that amounted to “business applications as we know them will collapse in the agent era” ([here’s the link](https://www.youtube.com/watch?v=9NtsnzRFJ_o) in case you want to watch it). His argument was that SaaS apps are just CRUD databases with business logic on top, and AI agents will absorb that logic layer. 
>
Anyway. That clip spread everywhere. The twitter economy did its thing. Suddenly “SaaS is dead” became the default position of every VC, AI influencer, and weekend hacker on the internet.
Then in early February this year, Anthropic released Claude Cowork, and software stocks lost nearly $1 trillion in market value in a week. Jefferies called it the “SaaSpocalypse.” The iShares Software ETF dropped over 20% from its peak. Mad.
So the narrative is loud. And I think it’s fundamentally wrong… or at the very least, it’s answering a question that doesn’t matter while ignoring the one that does.
**The question everyone’s answering: “Can you BUILD software with AI?”**
Yes. Obviously. I’m building a product right now using AI coding tools. Cursor, Claude Code… they’re extraordinary. I’ve been coding on the side for years but I actually feel like an engineer now and AI is a massive part of why that was even possible. Things that would have taken months, I can prototype in days. Mad.
But here’s where the logic falls apart. The “SaaS is dead” crowd has taken “you can build software faster” and “you can build software yourself” and leapt to “**therefore nobody needs to buy software**.” 
That’s… not how any of this works.
**The question nobody’s answering: “Can you OPERATE that software inside a real team?”**
This is where I disagree with the narrative. And it’s the part that people who’ve never run a team of 20+ people completely miss.
**The onboarding problem**
I’ve onboarded and managed over 100 people across sales, marketing, cs, partnerships and engineering. Every single one needed to learn the tools **on day one**. CRM, dialler, sales engagement platform, call recording, prospecting tools… the stack.
When you’re using Salesforce or HubSpot, there’s documentation. There are YouTube tutorials. There’s a community. There’s a support team. There’s an onboarding flow built into the product. Your new hire can Google “how do I log a call in Salesforce” and get 400 results.
Now imagine you’ve vibe coded a bespoke CRM for your team. Your new hire starts Monday. Who’s training them? Where’s the documentation? There isn’t any, because the app was built by prompting Claude and nobody wrote docs for it. So now *you* have to walk them through it. Personally. Every time someone joins.
I can’t think of anything I’d want to do less than personally onboard every new hire onto an internal tool that only I understand. That doesn’t scale. 
**The maintenance problem (which nobody talks about)**
Jason Lemkin at SaaStr put it well: shipping a v1 is maybe 2% of the work. That resonates with anyone who’s operated software at scale.
Even if you could build a basic version of Salesforce in a weekend… who’s going to maintain it? Who’s adding the features your team needs in Q3 that didn’t exist in Q1? Who’s handling the security patches, the integrations, the edge cases that only surface six months in?
Software evolves. That CRM you vibe coded 18 months ago? It’s already dated. Your competitors have adopted new engagement features. Your team wants pipeline analytics you never built. A compliance requirement dropped and your app doesn’t handle it. The dialler integration broke because they updated their API.
With a SaaS product, that’s the vendor’s problem. With your vibe coded tool, that’s *your* problem. And you’re a CRO, not a software engineer. You’ve got a number to hit.
Arvid Kahl (who bootstrapped and exited FeedbackPanda) made a related point. Vibe coded projects hit a wall because the codebase grows beyond anyone’s ability to understand it… including the AI. Nobody (not even the person who prompted it into existence) fully knows what the software does anymore. And unreliable software creates a business with high churn and low retention.
**The “who owns this when someone leaves” problem**
Here’s a scenario I’ve watched play out multiple times, long before AI was involved: someone on the team builds an internal tool. A spreadsheet, a script, a dashboard. It works great. Then that person leaves. And suddenly nobody knows how to maintain it, modify it, or fix it when it breaks.
Now multiply that by an entire application stack built through vibe coding. Your ops lead prompted a custom reporting tool into existence. Your sales manager built a commission calculator. Your SDR team lead made a prospecting workflow. Each of those people leaves, as people do, and you’re left with a graveyard of tools that nobody can maintain.
SaaS products survive employee turnover. Bespoke internal tools do not.
**The liability question**
This one’s underrated. When Salesforce has a data leak, that’s Salesforce’s legal problem. They have a security team, compliance, insurance, SLAs. When your vibe coded CRM leaks customer data… and it might… that’s entirely your problem. 
**What the sharp people are actually saying**
Jensen Huang said at the Cisco AI Summit two weeks ago that the idea of AI replacing software is “the most illogical thing in the world.” His argument: AI uses tools, it doesn’t reinvent them.
Mike Cannon-Brookes at Atlassian ($6B+ revenue, *and* *accelerating*) was blunt about surviving the AI era. His answer wasn’t to pivot to agents. It was “We have to be good.” Atlassian grew cloud revenue 26% and RPO 44% in the middle of the supposed SaaS apocalypse.
Niki Scevak at Blackbird Ventures said it directly: “The human ego has driven large companies to create their own software since the start of computing, and that has been a very bad idea.”
And Lemkin made the most concise version of the argument: “Nobody is building a homegrown CRM in Replit to replace their Salesforce instance. I’ve built 10+ apps with vibe coding in the past few months. Things that would have taken a team six months, I did in hours. But none of them replace enterprise systems of record.”
**Where SaaS actually IS vulnerable**
To be clear. I’m not saying nothing changes. Of course it does. 
>
Enterprise IT spending is getting reallocated toward AI initiatives. Fewer new seat purchases. Slower expansion deals. Harder conversations at renewal. The pie isn’t growing. It’s being resliced.
And SaaS products that are essentially thin UI layers over a database… the “dumb CRUD app” that Nadella was actually describing… are genuinely at risk. If your product is a form that writes to a database and a dashboard that reads from it… yes, an AI can replace that.
But SaaS with deep domain logic, real-time capabilities, proprietary data models, integrations across complex ecosystems, and institutional knowledge embedded in the product? Those aren’t going anywhere. Because the value was never in the UI. It was in the accumulated understanding of the problem space, shipped as working software, maintained by a dedicated team.
**What this means if you’re building right now**
I’m building a SaaS product. Right now. In 2026. And it’s kinda funny… it took me four months to start because I was convinced OpenAI or Google would just kill everyone anyway. 
But after actually thinking it through, I’ve never been more confident SaaS has a future. The arguments against it fall apart the moment you’ve operated real software inside a real team.
What’s changing is the *bar*. The low-effort, feature-light, “slap a dashboard on a database” SaaS product is dead. Good riddance. What survives is software that embeds itself so deeply into a workflow that ripping it out would be more painful than paying for it.
The tools I’m using to build have never been better. AI coding assistants mean a solo builder can ship what used to require a team. That doesn’t mean SaaS is dead. It means it’s never been easier to *build* SaaS… which is the opposite of what the doomsayers are arguing.
The thing nobody seems to want to say out loud: the same AI tools that supposedly kill SaaS are also making it dramatically cheaper and faster to *create* SaaS. That’s not a death sentence. That’s a faster path to innovation.
SaaS isn’t dead. Lazy SaaS is dead. And honestly… good.
Anyway, I'd be interested in other peoples take. Am I wrong? Would you be happy if your teams started vibe coding their own apps? Are you struggling to sell your product because the customer has DIY'd it?

I had the card back during the NFT era (2021/2022) and it worked great but it expired mid-2025. I was hoping to scoop up a new one to earn CRO as we head into pico-bear but I'll look for some alternatives.

I mean there’s very little quality content produced for CRO. It typically falls into two camps:
1. 2.71.EOY shill, and;
2. I’ve been diluted by 233% with the minting of the 70bn tokens exposing the entire ecosystem as a centralised entity wholly controlled by CDC.
There’s no protocol development news, accessible content on how the chain will fund itself long term - that juicy 10% apr some people were championing is wholly dependent upon transaction fees once they’ve exhausted the 70bn dilution tokens.
We’re weeks away from CDC introducing its fourth app, with no real explanation as to why OnChain can’t be developed upon to achieve the same outcome.
If we start treating CRO like I treat my Tesco Rewards, something to be earned and exchanged for something of value, not a serious crypto project I think many people would be much happier.

CAW is a bet on a bet. First CRO would have to do great and then its memes would need to pump. CRO is going nowhere if they don't drastically step up their game and CAW has no utility at all. Glad i sold that crap early

Crypto.com, I get 3% cash back (only because CRO went on a rampage one year). Shakepay, I get 1.5%.

What are the lions building?? 🦁
Loaded Lions: Mane City is the flagship Web3 game from cryptocom a tycoon simulation built natively on Cronos chain.
Design cities. Build mansions. Own everything.
This is GameFi done right.
Think SimCity meets FarmVille but your assets are truly yours.
In Mane City, players:
🔶 Build & customize cities and mansions
🔶 Generate Gold & Diamonds from Land NFTs
🔶 Run businesses — gyms, banks, music stores
🔶 Compete on leaderboards for real prize pools
Strategy. Ownership. On-chain.
Mane City didn’t land on cronoschain by accident.
✅ \\\\\\\~$0.001 avg transaction cost
✅ Carbon neutral & energy efficient
✅ EVM-compatible — Ethereum & Cosmos ready
✅ 150M+ addressable users via cryptocom
Fast. Cheap. Built for mass adoption.
Mane City is just the beginning.
The Loaded Lions ecosystem is leveling up:
📱 Mobile version — lower barrier, bigger reach
🤖 AI NPCs for dynamic in-game interaction
⚔️ New seasons, guild systems & PVP missions
$CRO powered GameFi isn’t slowing down.
The lions don’t sleep — and neither should you. 🦁👑
🔥 Build your city. Stake your claim.
The next wave of Web3 gaming is already here — are you in or are you watching from the sidelines?

I don't game outside of Mane City because I run a small farm. I looked up Brawl Stars and I agree, integrating some of these features and styles of gameplay would be awesome. The current Mane City strategy is not my ideal gaming pastime, but the devs do listen and they are constantly evolving and growing. I really like the landowner's rewards that were recently implemented with the expeditions. My hope is that future builds will include less math and more brainlessness and I am excited to see what the upcoming mobile version looks like. I have earned somewhere around 20k CRO over the last couple years playing Mane City.

CRO for CDC Cards typically fall into two broad types:
1. Staked
2. Locked
**Staked**
This is true for upgraded or new cards. CRO is staked and rewards is added to the staked pool. From posts by various users, the APR seem to depend on the onchain staking APR. So it fluctuates and goes down if more CRO is staked onchain.
**Lockup**
This is true for grandfather cards and also for certain regions. CRO locked up rewards is a constant APR depending on the amount offered when you locked in or upgraded for the card.
For me in Singapore, the CRO is locked up for the indigo card (first in Jan 2022) and not staked. Then when I leveled up my cro card (2025), it is still under "lockup" and not "staked" like in other countries like US.
My indigo card lockup currently gives a constant 4% on the 53k+ CRO Level Up Lockup.
4% x 53k / 52 = 40.769230769 every week like clockwork.
**Depending on your country**, your CRO may be staked or locked up for the CDC card.
[https://help.crypto.com/en/articles/12017612-level-up-rewards-and-benefits](https://help.crypto.com/en/articles/12017612-level-up-rewards-and-benefits)
Details in the post above. Scroll down to "Am I eligible for Level Up CRO Lockup or Level Up CRO Staking?" for countries eligibility and differences in "Level Up CRO Lockup and Level Up CRO Staking Rewards".
Why CDC dun send this info and article to new card users baffles me. 🙄

The rate SHOULD NOT and never was a fixed amount, it’s an estimate.
The more CRO is staked, the more the rewards have to be divided among participants, which generally leads to a lower yield.
Likewise, if the amount of staked CRO decreases, for example when people unstake ahead of an expected bull run, the reward rate can increase again.

I can see that. ;)
The lower Staking rates are getting lower the more CRO are being staked, at least thats what i recall.