Been tracking the $ALT narrative closely on Rumour.app, and it’s a classic case of bullish fundamentals vs. bearish tokenomics.
The "alpha" I'm seeing is that their Rollup-as-a-Service (RaaS) is gaining real traction. The recent Polkadot integration is huge, and their supported rollups saw TVL grow significantly last quarter. This utility narrative is strong.
However, the counter-rumour is all about the unlocks. There's still a massive amount of the total supply locked, and the consistent monthly unlocks from early investors could keep dumping pressure on the price.
It’s a real tug-of-war. The big question is: can adoption and utility grow fast enough to absorb the inflation? This is definitely a key narrative to watch before making a move.
What’s your take on $ALT
