NuMe Analysis
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πŸ‘¨β€πŸ’» We do on-chain research and updates on #Crypto, including analysis, explanations, and unusual on-chain alerts.

πŸ’ŽFor paid/cross promotion: @nofacerrr
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πŸ†•πŸ†•πŸ†• Collection of extremely useful #AI tools for crypto research. 🚨

πŸ” Research & Trends
@ChatGPTapp: Deep research
@perplexity_ai: Search Engine
@grok: Protocol research + trends
@Gemini: Summarizing videos/podcasts
@GoogleAI: Broader search & discovery

✍️ Writing & Ideation
@OpenAI GPT-4.5: Drafting + editing
@AnthropicAI: Experimenting w/ MPC + app ideas

πŸ‘¨β€πŸ’» Design & Media
@midjourney: Detailed image generation
@runwayml: Video experiments
@lovable_dev: Web design drafts
@elevenlabsio: Voice generation
@Kling_ai: Image & video

πŸ‘¨β€πŸ’» Coding & Dev
@cursor_ai: AI-assisted coding
@boltdotnew: Search Engine
@Firebase: Web page builds

πŸ’» Data
@tokenterminal: On-chain data to feed to Deep Research
@DefiLlama: You can get the chart files to feed into app of choice
@Dune: Analytics data for various protocols
@artemis: Protocol metrics

🧐 @NumeAnalysis
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🚨 Most Bitcoin whales haven’t exited their positions at this point. πŸ†•πŸ†•πŸ†•

Their current behavior closely resembles the accumulation phase we saw during the market sideways movement in August–September last year.

The data above is compiled from CryptoQuant.

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🧐 THE REASON BEHIND OM’S 90% CRASH

Since April 7th, at least 17 wallets have transferred a total of 43.6 million OM (worth around $227 million at that time) to CEXs, accounting for approximately 4.5% of the circulating supply.

According to Arkham tagging, some of these addresses are linked to Laser Digital, a strategic investor of Mantra Network.

There are also rumors that major holders, along with market makers and wealthy individuals in Dubai, manipulated the chart to liquidate all short positions β€” since in reality, no one truly holds OM tokens.

πŸ‘‰ In fact, Mantra is barely used β€” the chain has almost no TVL, no notable dApps, and very low trading volume.

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πŸ” Mantra OM – $6 Billion Wiped Out Overnight in a Single Candle

A few hours ago, a shocking "earthquake" hit the crypto market early this morning: the price of $OM, the native token of Mantra (a prominent RWA project), plunged uncontrollably from around $6 to just $0.37 in less than an hourβ€”wiping out over $6 billion in market cap in a single candlestick.
This unexpected crash instantly triggered memories of LUNA and FTX, sparking fears of a large-scale rug pull.

πŸ”΄ Mantra Responds:
Denies any mass sell-off: The team asserts that their tokens are still locked under a vesting schedule and that all on-chain data is transparent. No changes have been made to their tokenomics.
They claim the crash was the result of uncontrollable liquidations across exchanges and deny any internal involvement.

πŸ”΄ Binance Speaks Out:
The main reason cited: Cross-exchange liquidations.
Since October 2024, Binance had already reduced the leverage limit for $OM and, in January 2025, displayed warnings about price volatility and changes in tokenomics due to increased supply.

πŸ”΄ Community Launches Investigation:
1️⃣ Unusual Cash Flows (via Lookonchain)
Between April 7 and the crash, at least 17 wallets transferred a total of 43.6 million $OM (worth ~$227M at the time) to CEXs β€” equivalent to 4.5% of the circulating supply.
Notably, 2 of these wallets are linked to Laser Digital, a strategic investor in Mantra.
2️⃣ Suspected Price Manipulation
In February 2025, $OM surged 3x in value β€” suspiciously during a bear market. Many suspect this was a market maker's "pump and dump" play, though no solid evidence has surfaced yet.
3️⃣Unlimited Tokenomics
In February 2024, Mantra Chain switched from a capped supply model (888M) to an unlimited tokenomics framework, doubling its supply to 1,777,777,777 OM.
4️⃣Past Warnings from WuBlockchain
Several core team members were previously involved in online gambling projects (e.g., 21Pink), which has raised longstanding doubts within the crypto community.
5️⃣Airdrop Controversy
In March 2025, the airdrop unlock schedule kept changing. Ultimately, 10% was unlocked on March 18, while the remaining 90% was vested until February 2026. Many community members believe this was a stalling tactic to allow for quiet sell-offs.
6️⃣Current Futures Status
To date, total liquidations in long/short positions have reached $71M, with $50M from long positions.

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πŸ†•πŸ†•πŸ†• Daily Crypto News
🟒 SEC has delayed its decision on integrating staking into two Grayscale ETFs (ETHE and Mini Trust), even though the filing was submitted on February 26. If approved, investors would be able to earn staking rewards. The SEC has up to 240 days to make a final decision β€” around October 2025.
🟒 MicroStrategy continues its BTC buying spree, adding 3,459 BTC worth $285.8M at an average price of $82,618.
🟒 Metaplanet (Japan) also continues accumulating β€” purchasing an additional 319 BTC, bringing its total to 4,525 BTC.

πŸ“Œ General Updates:
🟒 MANTRA (Layer 1) token $OM plummeted 90% in minutes. The team attributes the crash to uncontrolled liquidation events. Laser Digital denies involvement and confirms its core token holdings remain locked.
🟒 A whale owning a CryptoPunk has pleaded guilty to hiding $13M in profits from the IRS, facing up to 6 years in prison.
🟒 Digital asset investment funds saw strong outflows, totaling $795M just in the past week.
🟒 Visa is reportedly joining the stablecoin alliance with Paxos and Robinhood to issue USDG, becoming the first TradFi institution to participate.
🟒 SEC and Binance have jointly filed for a court extension to pause ongoing litigation, pending further proceedings.
🟒 Kraken is piloting stock and ETF trading in select U.S. states.

πŸ“Œ Airdrop Updates:
🟒 Hyperlane officially launched its ecosystem expansion rewards program – great opportunity for retroactive airdrop hunters.
🟒 KelpDAO's Season 1 Airdrop ($KERNEL) is live – check now to see if you're eligible!
🟒 Gomble's airdrop allocation checker is now active – check your rewards quickly!

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πŸ†• To help advance the real-world asset (RWA) tokenization sector, crypto exchange XT(.)COM has listed KSGEMS – the native token of the KS GEMS platform.

For the first time, users can invest in gemstones like sapphire, ruby, emerald, and alexandrite in tokenized form. These tokens are backed by real gems, certified by GemResearch Swisslab (GRS), securely stored, and transparently verified on the blockchain.

The listing of KSGEMS marks a major step forward in bringing real-world assets to blockchain, while also opening access to a new form of investment: fractional ownership of luxury items in a simple and verifiable way.

To ensure transparency and investor protection, KS GEMS has completed a smart contract audit with CertiK.

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πŸ†•πŸ†•πŸ†• REASONS TO BE OPTIMISTIC ABOUT ETHEREUM

🟒 Token approvals and user experience are expected to improve with EIP-7702.
🟒 Increased gas limits allow the mainnet (L1) to handle more transactions.
🟒 Fusaka may lower L2 costs, creating a smoother user experience.
🟒 L2s are advancing zkEVMs, enabling faster and cheaper transactions.
🟒 ETH price is currently sitting at a key support level.
🟒 Sentiment around ETH is at a record low, which could present an opportunity.
🟒 The ETH community shows stronger alignment on its long-term vision.
🟒 Privacy features may become a key strength for Ethereum.
🟒 The Pectra upgrade could boost data handling capabilities for L2s.
🟒 High demand could reignite the β€œUltrasound Money” narrative.
🟒 Open Intent Framework improves cross-chain interoperability.
🟒 Major institutions may choose Ethereum for its security and reliability.

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πŸ†•πŸ†•πŸ†• General News
🟒 Fed Chairman Jerome Powell expressed support for creating a regulatory framework for stablecoins and hinted at easing banking regulations related to digital assets. He also described AI as a revolutionary technology, though its long-term impact remains unpredictable.
🟒 Local governments in China are liquidating seized crypto assets to supplement public budgets, despite the country’s ban on cryptocurrency trading.
🟒 The U.S. is intensifying negotiations with over 70 countries to counter the influence of Chinese-led trade routes.
🟒 OKX expands into the U.S. market, establishing headquarters in California.
🟒 DWF Labs has purchased $25 million worth of WLFI tokens from World Liberty Financial.

πŸ’» Product Launches & Listings
🟒 Bleap, a startup founded by former Revolut employees, partners with Mastercard to accelerate mainstream adoption of stablecoins.
🟒 dApps on Base generated approximately $193.4 million in transaction fees in Q1 2025.
🟒 Janover doubles down on Solana, buying an additional $10.5 million in SOL, bringing total holdings to 163,651 SOL and announcing a staking partnership with Kraken.
🟒 Solayer, built on Solana, introduces a non-custodial crypto debit card.
🟒 KaitoAI teases major upcoming updates for Kaito Connect.
🟒 Upbit lists WalletConnect (WCT), MyShell, and DeepBook.
🟒 Bithumb lists Kernel DAO and WalletConnect.

πŸ›Airdrops
🟒 Gomble activates airdrop claim feature.
🟒 Towns announces its $TOWNS token and an airdrop program.
🟒 ByteNova launches its user reward system.

πŸ’°Funding Rounds
🟒 Auradine raises $153 million in Series C.
🟒 Glider raises $4 million for DeFi automation solutions.
🟒 Resolv secures $10 million in a seed round, focusing on yield-generating stablecoins.

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πŸ”₯ TOO LATE AND WRONG – TRUMP IS HEATING UP πŸ†•

In his latest post, Donald Trump called Jerome Powell β€œToo Late” for being β€œTOO LATE AND WRONG” in his policy decisions. He compared Powell to the European Central Bank (ECB) – which has already cut interest rates seven times, while Powell continues to delay.

Trump emphasized:
🟒 Oil prices are dropping
🟒 Food prices (even eggs!) are going down
🟒 America is getting RICH ON TARIFFS

Despite this, the Fed has yet to act. Trump concluded:
πŸ‘‰ Powell must cut rates immediately
πŸ‘‰ And firing him "can’t come soon enough!"

🧐 @NumeAnalysis
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πŸ†•πŸ†•πŸ†• Crypto Market News – April 18

President Trump announced that the U.S. is on track to reach a deal with China, and trade negotiations with several other countries are progressing smoothly. In a post on April 17, Trump criticized Jerome Powell for reacting too slowly and accused him of "playing politics."
Binance CEO Richard Teng revealed that the exchange is advising multiple governments on building digital asset reserves and regulatory frameworks for crypto, while also considering the establishment of a global headquarters.

πŸ’Έ Crypto Market This Morning:
β€’ $BTC – $85,000
β€’ $ETH – $1,584
β€’ $BNB – $589
β€’ $SOL – $135
β€’ Total Market Cap – $2.76 Trillion USD


πŸ”΄ General News
🟒 Stablecoins surpass Visa in 2024 transaction volume. Stablecoins have officially become a more commonly used payment method than Visa this year.
🟒 VanEck to launch NODE ETF on May 14. The actively managed fund will target the digital asset economy.

πŸ”΄ Product Updates
🟒 Gasp now supports all assets on Sonic
🟒 Ethena & Securitize set to launch mainnet in Q2 2025, focusing on RWA and integrating Arbitrum + Celestia
🟒 Eliza Labs launches auto(.)fun, a no-code AI platform inspired by Pump(.)fun
🟒 Lombard_Finance unveils LBTC SDK, enabling seamless Liquid Staking Bitcoin integration and unlocking a $4B+ yield market

πŸ”΄ Airdrops
🟒 INIT token launches on Binance Launchpool
🟒 Soneium adds new bounty missions
🟒 Debridge opens vesting-style claim for token allocation

πŸ”΄ Fundraising
🟒 ORO AI raises $6M in Seed round
🟒 Neutrl secures $5M to tokenize altcoin investment strategies
🟒 EdgeX Labs completes strategic funding round

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🚨 Some useful tips I’ve gathered to survive in the world of crypto! πŸ”ˆ

🟒 Limit orders and stop-losses are your best friends.
🟒 Truly good projects rarely come cheap β€” and if it’s too cheap, is it really that good?
🟒 Don’t always aim to sell at the all-time high (ATH). Be mentally prepared for a 20–50% drop.
🟒 Local tops often appear when old coins suddenly pump for no clear reason.
🟒 Avoid staking tokens for long periods β€” it’s extremely risky.
🟒 When nobody is talking about crypto, opportunities begin to appear.
🟒 Don’t obsess over selling at the top or buying at the bottom. Take profits gradually on the way up, and accumulate on the way down (only for BTC and truly strong projects).
🟒 Separate your trading account from your HODL account.
🟒 You’ll never gain an edge by always following the crowd.
🟒 Once you’ve entered a trade, don’t check it constantly. If you keep checking, just close it.
🟒 Ask yourself: can the project you’re holding outperform BTC? If not, just go with $BTC.
🟒 Be happy for others when they make profits β€” positive energy attracts positive outcomes.

🧐 @NumeAnalysis
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πŸ†•πŸ†•πŸ†• Crypto News – April 19, 2025

The weekend market is looking pretty dull, folks. Bitcoin is hovering around $84K, while Ethereum sits at $1,587. Total crypto market cap stands at approximately $2.75 trillion, down 2%. The Fear & Greed Index is at 32 – Fear, indicating a cautious investor sentiment.

πŸ’Έ Market Overview
🟒 Arizona is making bold strides in crypto regulation, as bill SB 1373 has just passed the State House.
🟒 Meanwhile, Slovenia is tightening controls, proposing a 25% tax on crypto transactions.
🟒 Kyrgyzstan has officially granted legal status to its national CBDC – the Digital Som, opening new doors for digital payments.
🟒 Canary has filed for a staking ETF for $TRX.

πŸ“ˆ Product & Protocol Updates
🟒 Astar Network announced a reduction in base staking rewards to control inflation.
🟒 The KiloEx exchange hack ends with a twist: the hacker returned the entire amount – over $7.5 million.
🟒 A crypto exchange called eXch was shut down after being accused of links to Lazarus Group’s money laundering involving Bybit.
🟒 EigenLayer officially activated slashing on mainnet on April 17, following ELIPs 002 and 004 – a major milestone for the restaking ecosystem.
🟒 Coinbase upgraded its transaction processing speed 5x and now supports Solana wallet integration – a clear sign they’re targeting SOL ecosystem users.
🟒 Optimism launched a new reward program called SuperStacks, aiming to further engage the community.

πŸ’° Funding & Investment
🟒 a16z continues pouring capital with a $55 million investment into LayerZero, one of the most promising multichain infrastructure projects.
🟒 EdgexAI also completed a successful funding round with participation from Ryze Labs, although the exact amount has not yet been disclosed.

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🚨 Another boring week has passed, yet smart money continues accumulating despite the risk of temporarily holding losses:

πŸͺ™ Ethereum Ecosystem
🟒 Techcoins: $TAO, $PENDLE, $LDO, $RENDER, $SEI, ...
🟒 Memecoins: $SPX, $DOGE, $PEPE, ...

πŸͺ™ BSC Ecosystem
🟒 Techcoins: $CAKE, $EOS, $FHE, $BMT
🟒 Memecoins: $Broccoli, $Cheems, $Siren, ...

πŸͺ™ Base Ecosystem
🟒 Techcoins: $Virtual, $Aero, $Prime
🟒 Memecoins: $Brett, $Cocoro, $Keycat

🧐 @NumeAnalysis
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πŸš€ TGE Tier List: The Most Anticipated Names in Q2 2025

Wondering which TGEs are worth keeping an eye on this quarter? Check out the tier list below. The ranking is based on:
βœ… Tech quality
βœ… Investment capital raised
βœ… Token launch progress

Top S-Tier: Big names with massive hype – OpenSea ($425M raised), OG Labs ($365M), Monad ($244M).

A-Tier: Promising tech projects nearing completion – Eclipse ($65M), Sophon ($77M), Initia (launchpool on Binance).

B-Tier: Early-stage but full of potential – Obol, Hyperlane, DoubleZero.

C-Tier: Need to monitor further – Mango, Privasea, Coresky, and Bondex (this one’s been stewing for a while).

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DeFi is a critically important sector in crypto and an essential piece of the puzzle for broader mainstream adoption.

That’s why investing in DeFi is a favored strategy for many major funds in the market.

Here are the top 3 DeFi projects with the strongest mindshare across various aspects:
🟒 AAVE
🟒 Pendle
🟒 Mantle

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🚨 1 billion USDT was just minted β€” the last mints happened on April 12 and April 10.
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πŸ—“ Major Events This Week That Could Affect Project Price Movements

🟒 $SOL – Solana’s largest community conference kicks off on April 25. Several major announcements are expected during the event.
🟒 $BTC – Texas has scheduled a hearing on establishing a Strategic Bitcoin Reserve for April 23.
🟒 $ENA – Ethena will launch the claim portal for Season 3 Airdrop within the next 10 days.
🟒 $INIT – Initia’s mainnet and its INIT token are set to launch on April 24.
🟒 $INJ – Injective’s Lyora mainnet upgrade goes live on April 22, significantly boosting network performance and transaction speed.
🟒 $SPECTRA – Spectra Finance is expected to release a major announcement next week.

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