GM! This is TK Research. We bring you weekly crypto news, insights, and alpha straight to your inbox. Our mission: keep you fully informed on the crypto space with just one newsletter.
What we will cover this week:
Is the altcoin season coming?
Macro and institutional money flows
Narrative updates:
Which narratives pump this week and what contributes to the pump?
Notable narratives to keep an eye on.
Spotlight of the week: Suspective MYX pump and airdrop
Notable projects to watch
Weekly ecosystem updates
Is the altcoin season coming?
TL;DR: Signals are lining up, but it’s still an early transition. A full altseason likely needs BTC dominance to drop further + momentum from ETH + macro easing.
Macroeconomic Outlook: The Fed, Inflation & ETF Netflows
TL;DR: Macro easing + ETF accumulation + ETH’s network strength = setup for ETH and SOL leadership, while BTC consolidates as digital gold.
Narrative Updates
I/ Overall
Top 3 Narrative Gainers:
Derivatives:
Top coins gainer: MYX (+737.1%), F (+252.4%)
Reasons: No special updates or news surrounding these projects, likely just short squeeze positions.
Source: Coinglass
Source: Coinglass
Modular:
Top coins gainer: AVAIL (+73.1%)
Reasons: AVAIL launched 1-click cross-chain swaps via AVAIL Nexus enable gasless across +10 chains
Launchpad:
Top coins gainer: PUMP (+22.5%)
Reasons: Binance & Upbit listed $PUMP
II/ Spotlights of the Week
Unusual Activity Surrounding the MYX Airdrop and Its Price Surge
The $MYX airdrop shows unusual patterns: whales and 33 wallets claimed millions right before major price surges, fueling 20x and then 10x runs. With $46M still held by those wallets, sell-off risk remains. [detail analysis]
Combined with high open short positions on CEXs, the surge likely triggered a short squeeze, pushing prices higher and giving these holders a better exit point.
III/ Narratives to Watch for Q4/2025
TL;DR:
DeFi Related to Ecosystems Connected to ETFs
Liquid Staking & Restaking
Bridge TradFi to Web3 Space: Stablecoin
AttentionFi
Read the full analysis to understand:
Why do these narratives matter?
How can you skin in the game?
Key projects to follow.
IV/ Weekly ecosystem updates
Our radar expanding on these ecosystems:
Ethereum and notable L2s
BNB Chain
Solana
Bitcoin ecosystems
Base
HyperLiquid
Monad
V/ Notable projects to watch
This week’s watchlist highlights notable projects we believe are worth monitoring, chosen for their strong fundamentals and key upcoming catalysts.
Like the newsletter? Share it! 🙌
Plus, join our new Discord for exclusive insights, investment opportunities, and member-only perks. Join HERE.
-------------------------- And that’s all for this week. See you next week! --------------------------
Disclaimer: We are NOT financial advisors. This content is provided for informational and educational purposes only. Crypto involves high risk and speculation - always do your own research before making investment decisions.
