State of play for ownership coins
A look at each vetted launch and what the current outlook is like for them:
$Umbra - Mainnet imminent, some sell the news leading to it as well as general weakness of ownership coins given the weakness in $Avici which has been acting as the leader.
Currently trying to form support after a 50% correction, I’d say anything from $1.1-1.25 should prove be excellent value given there’s lots of catalysts ahead still for umbra from now till Jan with their mainnet going live, partnership announcements and arcium going live.
$Avici - The established leader of ownersh

There’s always an ownership coin outperforming somewhere

Feel like interest in memes is slowly but surely creeping back….
Encouraging signs and finally seeing some memes which actually have something fresh about them
I’m confident being tapped in onchain next few weeks whilst most aren’t paying attention will pay off

Whilst the performance of crypto vs equities has been disappointing this year, I wouldn’t be so quick to make conclusions based on just this year. As always some wider context is required.
Since 2012, Btc has outperformed the S&P 500 10 years out of 13.
This is the first year of underperformance since 2022, and btc has never had two consecutive years of underperformance vs stocks.
Let’s see how bitcoin bounces back next year but if there’s one attribute btc has repeatedly shown, is its resilience and ability to repeatedly come back strongly after setbacks.

In uncertain market conditions, you want to be buying coins which:
- Have ‘outside bid’ (vc + institutions)
- Strong catalysts imminent
- Show strong reactions on dips
Umbra mode

Good onchain alts not putting in lower lows vs btc.
If yours are putting in new lows then you’re in the wrong plays.

Bounce week

Onchain weekend

This avici run is the kind of move that ignites an onchain szn

If Avici is Visa
What’s Mastercard?

The coins look good

Equity top
Crypto bottom
The natural progression of capital is from equities > crypto
End of gov shutdown in the next week is the perfect catalyst to drive crypto higher

Would really love a good perp dex on Solana

Strength of onchain coins vs Btc is v interesting
Two points:
1) Onchain front ran the dump
2) Onchain participants don’t care as much re majors
Point 2 is particularly important because it tells me no matter the conditions, onchain will always continue to present opportunities
Forever bullish onchain

Privacy ai infra play on meta looks far too cheap

Bottom in for the month imo
$Avici and $Ace two clear candidates to recover strongly from here
Two of the few onchain plays with actual adoption/revenue