🚨Clearing Up a Common Misconception About New Crypto Listings
When a new cryptocurrency like $WLFI launches on an exchange like Binance, you might see something like “is up 54%!” and get excited. But there’s a big misunderstanding about what these numbers mean.
Let’s break it down in a simple, human-friendly way so you can understand what’s really going on.
Many people see a percentage gain (e.g., “up 54%”) and think: “Wow, someone bought at $0.20 and it’s now $0.4780!” Or, “Someone sold at that low price and missed out!”
This is NOT true. Nobody bought or sold at those prices when trading started. Those numbers are often just reference points set by the exchange before trading begins. Let’s explain how it works.
How Exchanges Like Binance List a New Coin When a new coin is listed, exchanges like Binance provide three key prices before trading officially starts: Opening Price: The price at which trading begins (e.g., $0.29 for $WLFI ).
High of the Day: The highest price shown for the first “candle” (e.g., $0.4780). Low of the Day: The lowest price shown for the first candle (e.g., $0.20).
These numbers are not based on actual trades yet because trading hasn’t started! Instead, they’re often tied to: The coin’s ICO price (Initial Coin Offering) or launchpool price (e.g., what early investors paid during a presale).
The price on other exchanges if the coin is already trading elsewhere. Or sometimes, they’re just random numbers based on the coin’s market cap or other factors.
For $WLFI , the presale price was $0.015, but the “low” shown on Binance was $0.20. This “low” likely reflects a price from pre-market trading or another exchange, not actual trades on Binance when it launched.
What About the Percentage Gain? The percentage you see (e.g., “$WLFI is up 54%”) is usually the difference between: The low of the day (e.g., $0.20) and the current market price (e.g., $0.308). Or sometimes, the presale price (e.g., $0.015) and the current price.
This does NOT mean someone bought at $0.20 or sold
Watch the $0.12–$0.14 zone. $SEI is entering a "boss fight" with supply.
On January 15, 2026, 55.56M $SEI tokens enter circulation. Historically, these unlocks create a dip; but with daily stablecoin volume hitting $5.5B and gaming activity surging, the demand might just swallow the supply whole.3!
🚨 Is $SEI one of the most mispriced L1s right now?
I keep coming back to the same question: is the market massively underpricing what’s actually happening on SEI?
On paper, $SEI is trading around $0.12–$0.125, sitting at roughly an $800M market cap and ~$1.25B fully diluted.
That’s almost 90% off the $1.14 all-time high. If you stop there, it’s easy to write the whole thing off.
But once you look past the chart and dig into onchain activity, the picture changes quickly.
Usage has been quietly exploding.
In 2025 alone, SEI averaged around 800K daily active addresses in Q3, then ramped up to roughly 1.3–1.4M by the end of the year. That puts it firmly in the top tier of EVM-compatible chains by actual users, not just hype.
Transactions followed the same trend.
Daily tx volume pushed past ~2M with consistent uptime, which matters more than most people admit. Even through the broader market drawdown, people kept using the chain.
TVL peaked near $680M mid-year and, while it’s come down with everything else, it’s still holding around ~$185M.
Stablecoin supply and peer-to-peer volumes both hit all-time highs. Protocols like Takara Lend and Yei Finance onboarded tens of thousands of real users, not just mercenary capital chasing yields.
Valuation is where things get really interesting.
At today’s TVL, Sei’s MC/TVL ratio is roughly 4.4. At peak TVL, it was closer to ~1.2. That’s dramatically lower than comparable L1s like Solana, Sui, or Aptos.
Even more striking: Sei has flipped Aptos on daily active addresses and regularly matches or beats Sui on raw activity — yet trades at a fraction of their valuation.
That gap feels less like “market efficiency” and more like neglect.
Looking ahead to 2026, there are real catalysts on the roadmap: 1. The Giga upgrade aiming for massive throughput and lower latency 2. Expansion into RWAs and institutional integrations 3. Distribution plays like Xiaomi wallet pre-installs 4. Signals of deeper legitimacy: Binance as a validator, Robinhood listing, even early ETF chatter
Ondo Finance just integrated with XRP Ledger and Stellar to kill the "T+2" settlement cycle.
• XRP Ledger: Institutional-grade OUSG with 24/7 minting & redemption. • Stellar: USDY brings U.S. Treasury yields to global users who can't access a US bank account.
This is the promise of crypto realized:
Institutional assets moving at the speed of the internet. No delays. No middlemen. Just yield.
$BONK On the macro level, I still don't see anything really bullish. The main structure hasn't changed, and until it does, any movement should only be considered temporary.
That said, on the lower time frames, it's clear that the price is bottoming out: selling pressure has eased, the market is absorbing, and an orderly structure is forming. This creates the right conditions for a technical rebound.
So yes: it is not a change in the macro trend, but it is a bullish structure on the lower time frames that could offer a good rebound.
Just don't confuse a technical rebound with a market reversal.
This seems to be the pullback we were watching for. If this pullback indeed is a wave 2 as per the orange scenario, then the price should ideally hold above $87,903. #bitcoin
$ZEC I don't buy at that level because 'it's a support'. I only become a buyer if it first sweeps, takes liquidity below the lows and then comes back above.
That sweep serves to clean up the market: it removes the anticipated longs, absorbs the sellers... and only then creates the conditions for an upturn.
$SUI just absorbed a $60M token unlock without breaking a sweat.
The numbers don't lie:
real on-chain activity is holding at 866 TPS, supported by the Mysticeti v2 rollout that just dropped latency into the floor.
Why the whales aren't flinching: - ETF Momentum: Bitwise and Canary Capital have both filed for Spot SUI ETFs. If approved this quarter, SUI becomes the third "Must-Own" asset for Wall Street.
- TVL Powerhouse: Sui’s TVL just smashed back over the $1 Billion mark, fueled by a 30% jump in DEX volume and massive BTCfi integrations.
- The "January Effect": SUI is already up 9% to start the year, reclaiming key moving averages while the RSI shows a massive bullish divergence.
SUI isn't just a Solana killer.
It's a full-stack execution engine for the global economy.
$SEI is sitting at a ~$1.1B FDV. For that price, you get:
• Integration with Xiaomi (World's 3rd largest phone maker). • Partnership with Kalshi (Prediction market giant). • #1 Sentiment ranking across all social metrics.
The market is sleeping on the utility here.
When you combine consumer hardware (Xiaomi) with institutional rails, a $1B valuation looks like a gift.