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    Home»Youtube»Altcoins Just Getting Started (proof)
    Altcoins Just Getting Started (proof)
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    Altcoins Just Getting Started (proof)

    October 15, 2026
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    Altcoins have had no serious move in five years, a stretch that lines up almost perfectly with a record contraction in the ISM PMI manufacturing index, which has now started breaking out again.

    This cycle’s biggest upside may sit in established small caps with real revenue that the market has ignored, while tokens like StarkNet, with around 5,000 daily active addresses and a billion dollar valuation, show the risk of holding coins with no real value capture.

    NEAR, Sui and Aerodrome, whose merger with Velodrome launches across seven chains on October 21st, stand out as projects with real adoption still trading at reasonable valuations.

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    0:00 No Real Altcoin Move In 5 Years
    0:12 Altcoins Are Just Getting Started
    0:52 The ISM PMI Proof
    1:37 When You Think It’s Over
    1:58 This Cycle’s Alpha Is In Small Caps
    2:14 If Zcash Hits $15K, What About Small Caps?
    3:25 Nobody Is Bullish Enough
    3:54 Your Biggest Risk Isn’t Quantum
    4:20 Why I’m Not Buying StarkNet
    4:58 The Kalshi Card
    5:55 StarkNet Hasn’t Delivered In Years
    6:29 5,000 Daily Users, $1B Valuation
    7:00 StarkNet vs NEAR
    7:24 Sui And The Apps
    7:54 Aerodrome
    8:35 $500M Paid Out To Voters
    8:58 Aerodrome vs Uniswap
    10:33 The Aerodrome Breakout Chart
    10:44 The Lark Davis Newsletter

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    #bitcoin #crypto #investing #cryptocurrency #cryptocurrencies #altcoins #cryptobullrun #ethereum

    Disclaimer
    This content is intended purely for general knowledge and educational discussion. It is not financial advice, a recommendation, or a financial promotion under the laws of any jurisdiction. Nothing shared here should be interpreted as an offer to buy or sell any virtual asset, financial product, or security. The material is not tailored to any specific investor profile and is not intended to guide investment decisions.
    All views expressed are personal opinions or general commentary for informational purposes only. Unless explicitly stated, no part of this content has been sponsored, commissioned, or endorsed by any issuer, platform, or third party. Virtual Assets involve significant risk and can be extremely volatile. You could lose some or all of
    your investment, and there are no legal or financial protections in place. Some assets may be illiquid, difficult to transfer, or subject to irreversible transactions.
    Past results do not predict future performance. This content does not imply that investing is easy, safe, or guaranteed to yield returns. Where partnerships or paid collaborations are involved, those will be clearly marked in accordance with applicable disclosure requirements. Please do your own research and speak with a qualified advisor before making any investment. Only invest what you’re fully prepared to lose.

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