ausd captured 60% of monad's stablecoin market in 48 hours. $95m tvl beat usdc on day one. steakhouse and agora pre-deployed across curve, morpho, and curvance before launch with 33% apy vaults ready. circle got outplayed on a top-10 l1. every new chain launching in 2025 will copy this playbook. berachain and megaeth are next.

avici refunded $31.5m of their $35m raise back to vcs and launched at $4.5m fdv. vcs who wanted in had to buy the community round like everyone else. no preferential pricing, no vesting cliffs, no guaranteed allocations. token did 20x to $90m because for once the dumpers had to become buyers.

wojak holder count rising at $36m market cap after 764x move. retired pepe and floki whales rotating personal capital, not borrowed liquidity. no kol campaigns, no coordinated pumps. just steady accumulation at all-time highs. when holders expand during consolidation instead of dumping, the market's pricing in something bigger.