KEYTAKEAWAYS
- CZ says listings may cause short-term price moves, but long-term value depends on project fundamentals. DEXs reflect this better.
- Bearish sentiment on U.S. stocks stayed above 50% for five weeks, signaling rising fear and market uncertainty.
- Analyst says 99.9% of crypto tokens are worthless; fewer than 100 have real long-term investment value.
CONTENT
CZ: LISTING SHOULDN’T AFFECT PRICE
CZ (Changpeng Zhao) tweeted: “Listing a token shouldn’t really affect its price. Of course, listing adds liquidity, making it easier to buy and sell. There might be some short-term price movement (up or down), but that should be temporary. In the long run, price should be based on the project’s actual progress. DEXs are great in this way — all tokens can be listed, and people choose for themselves.”
ANALYSIS:
On centralized exchanges (CEXs) like Binance, a token listing is often seen as a “positive signal,” causing short-term hype and price increases (often called the “listing effect”). But if the project has no real progress, the price usually drops after the hype fades. This supports CZ’s view — short-term price moves don’t reflect long-term value.
INVESTORS BEARISH ON US STOCKS FOR 5 WEEKS IN A ROW
A survey by the American Association of Individual Investors (AAII) shows that bearish sentiment on US stocks has stayed above 50% for five straight weeks. According to Bespoke Investment Group, this is the second-longest streak of high bearish sentiment since the survey began in 1987. Earlier this week, Goldman Sachs reported that hedge funds had their highest net selling of US stocks in seven weeks, with more shorting than buying.
ANALYSIS:
The AAII survey tracks investor sentiment each week — bullish, bearish, or neutral. The long-term average bearish rate is about 30.5%. So five weeks over 50% shows strong fear among investors. Similar patterns happened during the 1990 recession and the 2007–2009 financial crisis. This may mean the market is at a turning point, or at least that many investors feel major risks are ahead.
ANALYST: ONLY A FEW CRYPTO PROJECTS HAVE LONG-TERM VALUE
Crypto analyst @MilesDeutscher said there are now 37 million crypto tokens, but 99.9% of them are “air projects.” He believes fewer than 100 projects truly have long-term value. These projects often share these traits:
- Led by experienced teams
- Team is bullish and buys their own token
- Clear business model and path to profit
- Reached or working toward product-market fit (PMF)
- Keep improving even in bear markets
- Have strong tech or network advantage
- Follow big trends like AI, RWA, and stablecoins
ANALYSIS:
“Air projects” means most tokens are hype, scams, or have no real value (like meme coins or rug pulls). Even though the analyst gives 7 signs to watch for, they’re hard to check for normal investors.
For example, how can you really know if a team is “experienced”? On-chain data might show the team is buying tokens — but that could be faked. It also takes deep research to judge things like PMF or a business model. The key message is: don’t chase quick money. Focus on strong fundamentals.
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