Been analyzing the market all weekend to bring you coming week's alpha.
Sharing below what i think is actually worth watching:👇
---
➔ Top catalyst coins:
1) $PYTH:
- Key Event: Massive token unlock on May 19/20 releasing 2.13 BILLION tokens (58% of circulating supply)
- Value: ~$330M hitting the market
- Why It Matters: Largest unlock of 2025 so far - huge volatility expected. Most tokens allocated to ecosystem (1.13B) and publisher rewards (537M), but 250M going to private sale investors who might dump.
- Trading Play: Watch for post-unlock dip and potential bounce if market absorbs supply effectively.
2) $XRP
- Key Event: CME Futures launch on May 19
- Why It Matters: First regulated XRP futures contracts with both standard (50K XRP) and micro (2.5K XRP) sizes
- Alpha: Could pave way for institutional flows and potentially an XRP ETF similar to BTC/ETH trajectories
- Sentiment: Some analysts targeting $5-10 with significant institutional adoption
3) $ZKJ
- Key Event: Unlocking 15.5M tokens (~$33M) on May 19 - Impact: 800K tokens (4% of supply) going to pre-TGE investors = potential sell pressure
- Sector: ZK-proof interoperability project worth watching as L2/ZK narratives remain strong
4) $SAROS
- Key Event: Unlocking 213.9M tokens (~$28M, 8.15% of supply) on May 19
- Allocation: Core contributors (54M) and ecosystem growth (40.5M)
- Context: Solana ecosystem token - SOL's recent strength might help absorb selling pressure
5) $STRK
- Key Event: Forge Yields Alpha launch on May 19
- Why It Matters: New yield product native to Starknet ecosystem
- Sector Context: Recently entered Stage 1 decentralization, $629M TVL currently
- Alpha: L2 narrative still strong with Ethereum's Pectra upgrade benefits flowing through
---
➔ AI Token Plays:
1) $FET/ $AGIX/ $OCEAN (Soon to be ASI)
- Catalyst: ASI merger (Artificial Superintelligence Alliance) full operationalization expected this month
- Alpha: Creating largest open-source entity in AI crypto space, consolidating resources, teams, and tokens
- Why It Matters: Institutional-grade AI blockchain initiative with actual utility
2) $PRAI
- Event: Bitrue listing on May 19, 10:00 AM UTC (PRAI/USDT)
- Sector: AI-focused token at intersection of hottest narrative
- Alpha: Listing + AI narrative could drive initial momentum
3) $NAORIS
- Event: Public sale on May 20
- Tech: AI-based risk management for decentralized cybersecurity mesh
- Why It Matters: Practical AI utility case, not just hype
4) $ZAI (Zesh AI Layer)
- Event: IDO on Coin Terminal on May 19
- Differentiator: On-chain AI agents with Sui integration - Market Cap: Initial ~$1.7M (raised $505K)
---
➔ L2 & Infrastructure Plays:
1) $NOCK
- Event: Mainnet launch on May 19
- Tech: ZK-Proof of Work L1 with high throughput
- Launch Style: 100% fair launch to miners, CPU mining initially
- Funding: Raised $5M with focus on provable security
2) $SOLX
- Status: Presale raised $36M+, TGE coming in Q2
- Significance: First L2 solution specifically for Solana
- Alpha: Watch for any announcements on TGE date or exchange listings
3) $MKR
- Event: MKR to SKY Phase One on May 19, 2:00 PM UTC
- Context: First phase of major token model transition
- Impact: Part of Maker's broader "Endgame" restructuring
4) $ACU
- Event: CoinList sale ending May 22
- Sector: DePIN (phone-powered compute network)
- Token Details: 60M ACU, 100% TGE unlock
- Backers: Gavin Wood, Michaël van de Poppe
---
➔ GameFi & Memecoins
1) $RCADE (Revolving Games)
- Event: TGE on May 22
- Pre-Event: Airdrop for "War of Nova" players before TGE
- Allocation: 250M tokens set for airdrop
- Usage: Utility token across multiple games
2) $TRUMP
- Event: Dinner with Donald Trump for large token holders on May 22
- Context: Snapshot already taken May 13
- Recent Price Action: Surged from under $7 to above $15
- Alpha: Event could drive significant volatility
3) $STB
- Events: IDO May 19-21, TGE May 22 (2:00 PM UTC)
- Sector: Solana AMM DEX
- Raised: $3.03M, IDO price $0.03.. Tokenomics: 15% at TGE, 4-month linear vesting
---
➔ Market Narratives To Watch:
1) Layer 2 Scaling
- Ethereum L2 Expansion: Optimism's Superchain vision handling ~60% of all L2 transactions
- Key Players: Base, Arbitrum, StarkNet, zkSync
- Momentum: More chains building on OP stack: Coinbase (Base), Sony (Soneium), Kraken (Ink)
AI + Crypto Integration
- Market Prediction: Over 1M AI agents operating on-chain by end of 2025
- Growth: AI token market cap expanded from $2.7B to $39B+ since April 2023
- Trend: Integration of AI capabilities with existing blockchain use cases
2) Real World Assets (RWA)
- Market Size: Projected to reach $16-30T by 2030
- Current Status: Already over $18.6B market cap as of March 2025
- Institutional Adoption: BlackRock and major TradFi players actively participating
3) Restaking (EigenLayer)
- New Primitive: Allows ETH stakers to "re-stake" for additional yield
- Scale: $14B+ ETH already staked in testnet
- Related Plays: Liquid staking protocols (EtherFi, Rocket Pool, Lybra)
---
➔ Quick Takes:
- $COIN enters S&P 500 on May 19 - significant institutional milestone for sector
- $AVAX Summit London starts May 20 - watch for potential major announcements
- $MNT (Mantle) expected to announce major integration this week
- $JUP (Jupiter) has two big product announcements coming
- $FIFA migrating to FIFA EVM Chain on May 20
- Recent unlocks for $ARB (May 16) may still affect price this week
---
That's all i have found out after hours of research.. lmk what are you watching this week?
98,86 tis.
1
Obsah na této stránce poskytují třetí strany. Není-li uvedeno jinak, společnost OKX není autorem těchto informací a nenárokuje si u těchto materiálů žádná autorská práva. Obsah je poskytován pouze pro informativní účely a nevyjadřuje názory společnosti OKX. Nejedná se o doporučení jakéhokoli druhu a nemělo by být považováno za investiční poradenství ani nabádání k nákupu nebo prodeji digitálních aktiv. Tam, kde se k poskytování souhrnů a dalších informací používá generativní AI, může být vygenerovaný obsah nepřesný nebo nekonzistentní. Další podrobnosti a informace naleznete v připojeném článku. Společnost OKX neodpovídá za obsah, jehož hostitelem jsou externí weby. Držená digitální aktiva, včetně stablecoinů a tokenů NFT, zahrnují vysokou míru rizika a mohou značně kolísat. Měli byste pečlivě zvážit, zde je pro vás obchodování s digitálními aktivy nebo jejich držení vhodné z hlediska vaší finanční situace.

