Tracking TGEs and Market Impact

Between Feb and June, average token emissions sat around $3–5B/month—roughly 1% of the total altcoin market cap.

But things changed in January.

That’s when the $TRUMP TGE alone accounted for nearly 3% of monthly issuance, driving ~30% of all token emissions that month. The result? A noticeable shift into bearish sentiment shortly after.

Fast forward to July:

$PUMP ’s TGE made up an even bigger slice—~39% of total emissions—but only moved the market cap by ~1.5%.

🧠 Key takeaway:

It’s not just how much is issued, but how it's valued and absorbed by the market. Watching TGE % vs market cap impact could reveal early signs of trend reversals or dilution pressure.

Stay sharp.