

TokenInsight
6.3K posts

@TokenInsight
TokenInsight is the most trusted institution for professional crypto ratings and research. Delivering crypto data & market intelligence to crypto participants.





1/@mpp and @tempo went live on mainnet. everyone on CT is framing it as x402 vs MPP. they're not competitors. most of the takes i'm seeing are missing the point. i spent the last few days going deep on both protocols. here's what CT is getting right, and what it's getting wrong. 🧵👇









NEW: We are short Ether $ETH, and ETH-linked securities, incl. $BMNR. We think ETH tokenomics are impaired following the December 2025 Fusaka upgrade. Vitalik knows it and is selling, while $ETH's most ardent bull, Tom Lee, is throwing good money after bad. $ETH is going lower.







