VettedLabs

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VettedLabs

VettedLabs

@VettedLabs

Protecting crypto investors. Vetted projects. Investing education.

Katılım Mayıs 2025
30 Takip Edilen972 Takipçiler
VettedLabs
VettedLabs@VettedLabs·
🚨 Robinhood built a chain for tokenized stocks… but a cat coin stole the show: Robinhood Chain’s breakout wasn’t a tokenized stock. Nor was it RWAs. It was a cat coin. Unironically, a very normal occurence in crypto. $CASHCAT quickly became the face of Robinhood Chain's launch. It started because Vlad Tenev, Robinhood's CEO, revealed that the company was originally almost named “Cash Cat” before becoming Robinhood. When the chain went live, a fan made memecoin was launched around that forgotten piece of lore. The timeline that followed was interesting: > Quiet for ~2 weeks after launch > Vlad acknowledged the meme > Ran from $10M → $150M in 24 hours > Peaked at ~$230M market cap with $98M in daily volume > Retraced ~80% after TL started calling for $1B Within days, CASHCAT became the highest mindshare token on CT. It started off the Robinhood Chain memecoin meta, sucked liquidity from Solana and Base, then created a massive wave of FOMO. The move was insane. Nearly a 17x in 24 hours. But every story has another side. While CASHCAT was trading close to its peak, many KOLs were pushing their bags to followers (that ended up exit liquidity) 😬 And now $CASHCAT's down 80% from highs. Lesson? If you understand crypto only as a game of attention, attention doesn’t last much in memecoins. These narratives can create fast opportunities, but also disappear just as quick. So we advise against investing or believing in them. Don't just blindly follow the crowd. Do your own research, think independently and manage your risk wisely. Could $CASHCAT be the next billion dollar meme? Maybe. Could it also join a million other coins in the graveyard? Definitely. Only time will tell. Let us know below 👇 Follow us @VettedLabs for more.
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Karl 📚🧮@karlbooklover·
Great post. It would be insanely bullish for BTC if it can shake out the parasite called microstrategy. If we can get an FTX moment with MS, oh boy I'd need to increase my level of bullishness once again
VettedLabs@VettedLabs

🚨 Is Microstrategy's Bitcoin flywheel breaking? Strategy currently holds 843,775 Bitcoin, acquired for $63.7B at an average cost basis of $75,476 per coin. With $BTC trading around $64k, the treasury is sitting on nearly $10B in unrealized losses. But the drawdown isn't even the biggest concern. The first crack in their system came back in May earlier this year, when Strategy sold 32 BTC to cover stock dividends. Pretty insignificant amount right? Yup. But it shattered the 'diamond hands' narrative Strategy built over the last few years. As it was more of a psychological blow (rather than monetary), the market quickly priced the possibility of future BTC sales, and BTC dropped 20% (74k --> 59k) within 4 days. To understand the severity of the reaction, its important to understand Strategy's model: BTC rises ➡️ MSTR/STRC trades higher ➡️ Strategy issues stock ➡️ raise more capital ➡️ buy more BTC ➡️ repeat. As long as $BTC is uptrending, the flywheel keeps spinning. The problem comes during drawdowns. When $BTC falls, raising capital becomes harder. Now here's where things get interesting. Whenever $STRC drops below $95, its dividend rate goes up by 0.5%, and every increase is PERMANENT. The dividends started at 9%, and has already climbed to 12% within a year. Each increase is estimated to be an extra $53M in annual obligations 😬 Onramp's CEO described it as: "A capital structure that survives volatility only by adding permanent obligations has a finite number of cycles." So now the concern is the game theory. Strategy has shown it's willing to sell BTC under pressure, and the entire market knows where its weak spot lies. Do you think Strategy's Bitcoin model survives? Or will some actors try and exploit its weaknesses? Let us know below 👇 Follow us at @VettedLabs to stay informed.

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VettedLabs@VettedLabs·
🚨 Is Microstrategy's Bitcoin flywheel breaking? Strategy currently holds 843,775 Bitcoin, acquired for $63.7B at an average cost basis of $75,476 per coin. With $BTC trading around $64k, the treasury is sitting on nearly $10B in unrealized losses. But the drawdown isn't even the biggest concern. The first crack in their system came back in May earlier this year, when Strategy sold 32 BTC to cover stock dividends. Pretty insignificant amount right? Yup. But it shattered the 'diamond hands' narrative Strategy built over the last few years. As it was more of a psychological blow (rather than monetary), the market quickly priced the possibility of future BTC sales, and BTC dropped 20% (74k --> 59k) within 4 days. To understand the severity of the reaction, its important to understand Strategy's model: BTC rises ➡️ MSTR/STRC trades higher ➡️ Strategy issues stock ➡️ raise more capital ➡️ buy more BTC ➡️ repeat. As long as $BTC is uptrending, the flywheel keeps spinning. The problem comes during drawdowns. When $BTC falls, raising capital becomes harder. Now here's where things get interesting. Whenever $STRC drops below $95, its dividend rate goes up by 0.5%, and every increase is PERMANENT. The dividends started at 9%, and has already climbed to 12% within a year. Each increase is estimated to be an extra $53M in annual obligations 😬 Onramp's CEO described it as: "A capital structure that survives volatility only by adding permanent obligations has a finite number of cycles." So now the concern is the game theory. Strategy has shown it's willing to sell BTC under pressure, and the entire market knows where its weak spot lies. Do you think Strategy's Bitcoin model survives? Or will some actors try and exploit its weaknesses? Let us know below 👇 Follow us at @VettedLabs to stay informed.
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VettedLabs@VettedLabs·
🚨 $SPCX IS TRADING 10% BELOW IPO PRICE: Just 14 days ago, we analysed SpaceX launch and our conclusion was to warn of a 10% to 25% drop below its IPO price. At @VettedLabs, we analyse the data to protect investors from making uninformed decisions. Follow us for more.
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VettedLabs@VettedLabs

🚨 $SPCX IPO: What you need to know: From its $135 IPO price to a peak of $225 in the first days, and currently trading around $153. Some investors and traders are calling this IPO a scam. But is it really a scam, or typical IPO Price Action? Here’s the data-backed playbook: 1️⃣ Index inflows: On July 7th, SpaceX joins the Nasdaq-100. Passive index funds will be forced to buy an estimated $4.3B of shares, which could stabilize the price in the short term. 2️⃣ Shares unlocks: Only 4.9% of shares are currently tradable. But over the next 6 months, roughly an additional 35% of total shares will unlock through SpaceX’s staggered 180-day release schedule, creating ongoing selling pressure. The biggest unlock will be in November 2026 of 10% total shares. 3️⃣ Historical precedent: The IPO Bleed Statistically, 60% to 70% of tech companies break below their initial IPO price, and those drop between -10% and -35% below it. The TSLA Playbook: In 2010,TSLA’s IPO price was $17, it peaked at $30.45 in the first days and then bled -12% below its IPO price to $14.98. Then it consolidated between $17 and $22 for 3-4 months until it eventually broke to the upside. 4️⃣ Will the bottom form after the November 10% unlock? Probably not. Like in TSLA, the most likely scenario is that the bottom forms before this, and this big unlock only causes a retrace because price would have already run after forming the bottom. ⚠️Conclusion: Investors should be prepared for a similar scenario: Based on previous IPOs, investors should also be prepared for the scenario in which $SPCX could drop -10% to -25% below the IPO price. That’s between $122 and $100 per share. Dropping below $100 is also possible, other IPOs dropped more but it would be really difficult due to the absorbing demand at a psychological level - not very likely. If you play long term, just DCA. The IPO cycle is taking over. Follow us at @VettedLabs for more. What do you think about SpaceX IPO? Scam or typical IPO cycle? Let us know below 👇

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VettedLabs@VettedLabs·
🚨 Trump became the biggest crypto moneymaker in US: Donald Trump made over $1.4 BILLION off crypto in 2025. Yup, you read that right. He literally earned more than any [public] US digital asset company in the same period. Not only that, but crypto was his largest source of income, outperforming his hotels, golf resorts, and any other business in his portfolio. So how exactly did he make so much money? Here's the breakdown: 🔹 ~$636M from $TRUMP memecoin royalties 🔹 ~$594M from World Liberty Financial token sales 🔹 ~$197M from Stablecoin HoldCo equity sale The largest contributor came from his memecoin. It's funny cause in 2021, Trump called crypto a "scam" and a "disaster waiting to happen". 4 years later, and it has become his biggest source of income. That too with most coming off a memecoin rug. It's also reported that nearly 1 million wallets lost a combined $3.8B from $TRUMP token. So if even the President of the United States rugs us with memecoins, why would you trust one launched by a KOL? Let us know below 👇 Follow us at @VettedLabs for more info.
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VettedLabs@VettedLabs·
With all these big institutions behind, OUSD can pass regulators easily and already have some infrastructure in place since the CEO is the co-founder of Bridge (Stripe owns it). We agree with the second point - they'll probably take too long debating, proposing changes, trying to agree and then voting the decisions.
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This Guy knows what's up
This Guy knows what's up@Retired0nCrypto·
@VettedLabs The two immediate most obvious concerns are 1) USDC has extensive infrastructure, integrations, and partners, none of which OUSD has; 2) good luck getting 140 partners to agree quick enough to move things forward and build the necessary infrastructure in a timely manner 😅
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VettedLabs@VettedLabs·
🚨 OpenUSD just launched a stablecoin backed by 140+ companies: Blackrock, Coinbase, Google, Visa, Stripe, Mastercard, Shopify and over 140 industry giants have joined forces to launch OpenUSD, a new stablecoin built for global payments. But... another stablecoin? That's what it sounds like, but OpenUSD is taking a different approach to the rest: • Partners earn the reserve yield: the stablecoin partners receive all the earnings from OpenUSD's reserves (instead of the issuer keeping it). • Zero mint & redeem fees: institutions are able to mint large amounts of OpenUSD at no cost and no limits. The biggest story behind this isn't the number of partners, but who they are. Open Standard has onboarded global banks, tech giants, payment processors, and crypto infrastructure providers under a single stablecoin standard. If OpenUSD succeeds, stablecoins are shifting from being an exclusively crypto product to becoming a more solid regulated financial infrastructure. Will this become the default stablecoins for business and have a positive impact in crypto adoption? Let us know below 👇 Follow us at @VettedLabs for more info.
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VettedLabs@VettedLabs·
🚨🧵This is how we avoided promoting a scam project and protected crypto investing communities while many top T1 KOLs fell for it and promoted it. Let's break down a real case study we recently caught at @VettedLabs involving an "ambitious" project pitching itself as a revolutionary privacy protocol: 1️⃣The Outreach (Image 1): A representative from this project reached out to one of our network’s vetted KOLs. The pitch was highly polished: "We're leading the privacy sector, we want to be the first ever offline Layer 1 privacy network... live and working tech... trading at a $30M market cap on Ethereum." They attached a slick pitch deck, offering a premium deal to "introduce" the project to our audience. Our KOL ran it straight by our internal vetting process and declined the deal. Why? Because we look past the marketing narrative and look directly at the smart contract deployment. 2️⃣The Red Flag: Just 2 ETH (Image 2): If a project is truly building a revolutionary, highly complex infrastructure, how much capital do you think they pair their token with at launch? $100k? $500k? This deployer minted 100% of their total supply and paired it with exactly 2 WETH. Just two Ether (~$4k) Deployers used an ultra-low liquidity setup to manipulate the market. With a pool that shallow, a tiny buy forced an immediate, vertical green candle on chart. It created an artificial pump that made the token look like a rocket ship to retail buyers. More importantly, it hides a massive web of smart contract risks. A shallow pool like this is a playground for deployers to exploit hidden mint functions, hardcoded honeypots that block selling, or stealthily transfer the supply across dozens of unlinked insider wallets to bleed the pool dry over time. It was a clear red flag that we couldn't ignore. 3️⃣The Exit Liquidity Hunt (Image 3): Look at the chart timeline. The chart started to bleed as insiders took initial profits. Then, right after a heavily manipulated pump, to keep the scheme alive, they urgently needed a massive influx of fresh retail capital. That is exactly when they started aggressively messaging KOLs. They used the fake "$30M Market Cap" metric as bait. Unfortunately, several Tier-1 KOLs didn't do their homework. Out of pure negligence or a lack of basic on-chain vetting, they took the paycheck, promoted the narrative, and probably unknowingly turned their own loyal followers into exit liquidity. The Result? A slow bleed down to a market cap of just $310k - a total -99% wipeout for anyone who bought the hype. At @VettedLabs, we protect investors by looking at the hard data, not the pitch decks. Real tech doesn't hide behind 2 ETH pool depths. Don't get caught in the next hype trap. Stay vetted.
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VettedLabs@VettedLabs·
@eliz883 Crime season is back... Look at all these rugs by one single dev.
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EliZ@eliz883·
Lol What a shit show Some random bloke launches a coin called CZ (which has absolutely nothing to do with CZ) and people are snapping it up like chickens! 🤣 HAPPY SUNDAY
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VettedLabs@VettedLabs·
🚨Crime season is back with trending KOLs memecoins $ANSEM, $TJR and solana:86CFcbZBJAqGVnfgnLNcw3tPmfaTigAR2UxbUPYTpump and we all know how this ends. A new wave of creators' memecoins is surging, they all have in common that +65% of the supply of each token is centralized in a wallet, and the dev of all this tickers is the same one, making $17.4M just today and a total of $19M in the last 3 days. Dev/deployer wallet: yHCxHBEaJW5tbndqC8JciSThr7U1cqLpdcsvHcx6PRe • Rugged a few days ago: $ALYCIA & solana:Dc6GW8TmGquTsLBwtrYgGMwGMY3HckT79iVCn8jmpump • Rugged today: $SUPERMAN, $TRJ & solana:86CFcbZBJAqGVnfgnLNcw3tPmfaTigAR2UxbUPYTpump in progress The modus operandi is the same and it's clear. Stay away from $ANSEM even though the dev doesn't hold anything and he transfered it to the KOL - we don't know what deals are made behind the charts. It'll likely rug sooner or later. It's at $170M MC at the moment and at some point they'll decide to make profit. Think about it, so he’s supposed to pump and make everybody money and get nothing in return in a zero utility token? His $9.4M airdrop: • 1 wallet got +$1M • 6 wallets +$100k • 40 wallets +$10k • 300 wallets +$1k • 400 wallets $150 It's not a 700 wallet community airdrop when 7 of them scooped 74% and already dumped it. For now they're using airdrop marketing to attrack interest and moving liquidity from $TRJ & solana:86CFcbZBJAqGVnfgnLNcw3tPmfaTigAR2UxbUPYTpump to it. We all know how this ends. Follow us at @VettedLabs to stay tuned. What do you think of this? Let us know below 👇
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Skyovic | DutchBlock.io
Skyovic | DutchBlock.io@Skyovic·
$SPCX
VettedLabs@VettedLabs

🚨 $SPCX IPO: What you need to know: From its $135 IPO price to a peak of $225 in the first days, and currently trading around $153. Some investors and traders are calling this IPO a scam. But is it really a scam, or typical IPO Price Action? Here’s the data-backed playbook: 1️⃣ Index inflows: On July 7th, SpaceX joins the Nasdaq-100. Passive index funds will be forced to buy an estimated $4.3B of shares, which could stabilize the price in the short term. 2️⃣ Shares unlocks: Only 4.9% of shares are currently tradable. But over the next 6 months, roughly an additional 35% of total shares will unlock through SpaceX’s staggered 180-day release schedule, creating ongoing selling pressure. The biggest unlock will be in November 2026 of 10% total shares. 3️⃣ Historical precedent: The IPO Bleed Statistically, 60% to 70% of tech companies break below their initial IPO price, and those drop between -10% and -35% below it. The TSLA Playbook: In 2010,TSLA’s IPO price was $17, it peaked at $30.45 in the first days and then bled -12% below its IPO price to $14.98. Then it consolidated between $17 and $22 for 3-4 months until it eventually broke to the upside. 4️⃣ Will the bottom form after the November 10% unlock? Probably not. Like in TSLA, the most likely scenario is that the bottom forms before this, and this big unlock only causes a retrace because price would have already run after forming the bottom. ⚠️Conclusion: Investors should be prepared for a similar scenario: Based on previous IPOs, investors should also be prepared for the scenario in which $SPCX could drop -10% to -25% below the IPO price. That’s between $122 and $100 per share. Dropping below $100 is also possible, other IPOs dropped more but it would be really difficult due to the absorbing demand at a psychological level - not very likely. If you play long term, just DCA. The IPO cycle is taking over. Follow us at @VettedLabs for more. What do you think about SpaceX IPO? Scam or typical IPO cycle? Let us know below 👇

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VettedLabs@VettedLabs·
🚨 $SPCX IPO: What you need to know: From its $135 IPO price to a peak of $225 in the first days, and currently trading around $153. Some investors and traders are calling this IPO a scam. But is it really a scam, or typical IPO Price Action? Here’s the data-backed playbook: 1️⃣ Index inflows: On July 7th, SpaceX joins the Nasdaq-100. Passive index funds will be forced to buy an estimated $4.3B of shares, which could stabilize the price in the short term. 2️⃣ Shares unlocks: Only 4.9% of shares are currently tradable. But over the next 6 months, roughly an additional 35% of total shares will unlock through SpaceX’s staggered 180-day release schedule, creating ongoing selling pressure. The biggest unlock will be in November 2026 of 10% total shares. 3️⃣ Historical precedent: The IPO Bleed Statistically, 60% to 70% of tech companies break below their initial IPO price, and those drop between -10% and -35% below it. The TSLA Playbook: In 2010,TSLA’s IPO price was $17, it peaked at $30.45 in the first days and then bled -12% below its IPO price to $14.98. Then it consolidated between $17 and $22 for 3-4 months until it eventually broke to the upside. 4️⃣ Will the bottom form after the November 10% unlock? Probably not. Like in TSLA, the most likely scenario is that the bottom forms before this, and this big unlock only causes a retrace because price would have already run after forming the bottom. ⚠️Conclusion: Investors should be prepared for a similar scenario: Based on previous IPOs, investors should also be prepared for the scenario in which $SPCX could drop -10% to -25% below the IPO price. That’s between $122 and $100 per share. Dropping below $100 is also possible, other IPOs dropped more but it would be really difficult due to the absorbing demand at a psychological level - not very likely. If you play long term, just DCA. The IPO cycle is taking over. Follow us at @VettedLabs for more. What do you think about SpaceX IPO? Scam or typical IPO cycle? Let us know below 👇
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CryptoSoulz@SoulzBTC·
@VettedLabs Great post! This is really valuable information for people living in Europe. I have notifications turned on for your posts
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VettedLabs@VettedLabs·
🚨🇪🇺BINANCE x MiCA: What you need to know Binance won't secure its MiCA license in time for the July 1st deadline. By withdrawing its Greek application, the exchange must restrict EU services while pursuing authorization elsewhere. Though they expect approval in the coming months, the delay triggers immediate action: starting July 1st, new deposits and positions are blocked, shifting accounts to "sell-only." Users can close positions and withdraw crypto or Euros anytime, but normal EU trading halts next week. It's also a possibility that a political play might have driven this last-minute roadblock. Binance holds 50%+ of EU crypto liquidity, making its temporary removal highly convenient for the ECB's CBDC (Digital Euro) agenda, which aims to crush market competition. While Binance deals with this obstacle, fully compliant rivals like OKX, Kraken, Bybit, or Coinbase have passed MiCA requirements, remaining available for clean, regulated centralized trading. For users who reject MiCA's aggressive surveillance and tracking, options look different. To keep privacy from institutional overreach, they're withdrawing assets to cold wallets (Ledger, Trezor) or self-custody apps where you own the keys. For active trading, non-KYC exchanges will operate normally through VPNs. The European sandbox has shifted. Follow @VettedLabs for more info. What's your move before July 1st? Cold wallet or exchange rotation? Let us know below. 👇
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Woozie 穆伍茲
Woozie 穆伍茲@CryWoozieMu·
@VettedLabs Always eurocucks being eurocucks. They're using the small one (Greece) to pull the trigger. The EU is a joke
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VettedLabs@VettedLabs·
@Checkk321031 @Ledger Yes, Ledger data breach put in danger a lot of users. There are a lot of data breaches in CEXs and in european tax authorities so avoid giving any info about your cypto holdings. Use non-kyc exchanges and buy cold wallets physically in events so your address is not in databases
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Checkk@Checkk321031·
@VettedLabs Dunno too if it comes from there. @ledger got hacked in 2020. They were unable to protect our data (and they want to protect our crypto ^^). Ledger is from France. Ye hackers could come from anywere. Am not from France but can attest 6 years laters, hackers still try to reach me
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VettedLabs@VettedLabs·
We attended BTC Prague 2026 and this is our review in case you wonder how it was or planning to come in 2027: 10/10 location: Prague is so beautiful in June and could explore the city for 4-5 days. It’s a great networking place with great speeches. Some of them were: 🧵↓(1/5)
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VettedLabs@VettedLabs·
About the venue: it’s quite a small place but with enough networking spaces, a good amount of product stands, and very interesting and informative speeches. Also, there were a lot of food stalls and coffee trucks. We fully recommend it and we plan to visit again next year 🤝
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VettedLabs@VettedLabs·
The room was completely packed for @saylor's speech. He delivered a masterclass on BTC as the ultimate store of value. His core thesis: • Global: same value everywhere • Strictly deflationary • True money, everything else is just credit • High BTC Dominance: no second best
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