Our Crypto Talk

We started small. A community space for crypto people

Looking for credible info, connection, and a voice.

Today, that idea has grown into Our Crypto Talk (OCT)

The first media house born on socials. 🧵👇

Two years. Three “Solana killers.” How have they performed?

$SOL −60%

$SUI −78%
$SEI −92%
$APT −95%

Being honest, my issue is mostly with $SEI and $APT. Yes, everything has bled - alts have had a brutal two years but there’s a difference between being down and losing the plot.

$APT is down 95%. That isn’t a drawdown. I remember it being $18-$19 in 2024.

Top-tier VC backing, the ex-Meta Move pedigree, endless “institutional chain” partnerships, and still nothing. Even its best performing projects are moving to other chains (one of our friends did!)

Meanwhile there are unlocks every month to absorb. Going from $19 to $0.58 is something that is very difficult to recover, especially when the sentiment is not with you.

$SEI is down 92% and has spent most of that time changing what it is. It launched as a trading chain, then became a “parallel EVM,” then dropped its Cosmos roots.

I really don't know if it works in their favour or against them. Time will tell, but for now - the price doesn't instil any sort of confidence here too. But at least, they seem to be doing something to change. 🤷

Now compare:

$SOL is still the default L1 for retail, memes, payments and real users. Down 60%, but the activity never left - in fact its still one of the most used chains in the entire crypto space.

$SUI isn’t pretty at −78%, but it’s the only “Move” chain that built an actual ecosystem and kept mindshare. The sentiment is battered but alive.

Call me pessimistic but I don't think all three of these Solana killers survive till the end of next year.

AI stocks are down massively 🔴

The market is starting to ask if the hype ran too far.

AI Altcoins have already been through all of this,

AI altcoins right now from their ATH

$NEAR ↓ 82.0%
$TAO ↓ 70.4%
$ICP ↓ 99.7%
$VVV ↓ 40.1%
$RENDER ↓ 88.5%
$PEARL ↓ 27.6%
$PIEVERSE ↓ 25.3%
$VIRTUAL ↓ 89.0%
$GRASS ↓ 87.2%
$FET ↓ 95.9%

How AI crypto already went through this?

Crypto went through this cycle first. AI tokens ran hard on hype and then many of them lost 85 to 99 percent once the excitement cooled.

Stocks are only now getting that reset, after being priced for perfection while earnings had to catch up with the story.

⸻

Why AI altcoins start from cheaper levels?

Most AI altcoins have already flushed out the hype, the weak hands and the late buyers, and that is a very different starting point.

Many of them now trade at a fraction of their highs while the networks behind them keep shipping compute, data and agents.

Projects like NEAR, TAO and RENDER have real usage and real demand, yet they still sit far below their peak prices.

Even VVV, PEARL, PIEVERSE and SN51 are only 25 to 40 percent below their highs, which hints that money is already finding the stronger ones.

⸻

Where we think capital goes next?

Our take is that AI altcoins have more room to run than AI stocks from here, because the expectations have already been reset.

Stocks still have to prove their earnings can justify the prices, while crypto is starting from a much lower base.

If the AI narrative stays alive, capital looking for exposure will go where the entry is cheaper, and that points straight at this list.

WHICH ALTCOINS ARE YOU BUYING?

These Altcoins are holding above their August lows

And now another leg is about to load from here.

$INJ | Buy above $8 S/R level
$NEAR | Falling wedge potential breakout
$SUI | Higher lows and falling wedge
$ZEC | Sideways support after accumulation

All four coins pulled back from their October highs, but each one still sits on a rising trendline from September. Buyers keep defending higher prices, and that is what keeps these setups alive.

👉 $INJ | @injective

→ Price is trading around $8.18 and pressing into the $8 zone that rejected it before.

→ The rising trendline from September has held through every dip so far.

→ RSI sits near 55, which shows momentum is rebuilding without being overheated.

→ A clean close above $8 would flip that old resistance into support.

👉 $NEAR | @NEARProtocol

→ Price is near $3.70, squeezed inside a falling wedge after the run toward $6.

→ The wedge is meeting the long term rising trendline, so two supports overlap in the same area.

→ RSI is near 39 and still cooling, which suggests the selling pressure is fading.

→ A breakout from the upper wedge line would be the first sign the next leg has started.

👉 $SUI | @SuiNetwork

→ Price is around $0.85 with a very similar structure to $NEAR.

→ Higher lows since September show the broader uptrend is still intact.

→ The falling wedge keeps tightening right on top of the trendline.

→ RSI near 39 leaves plenty of room to move up before it gets stretched.

👉 $ZEC | @zcash

→ Price is near $1,266 after a strong move up from the $500 area.

→ It has been moving sideways between roughly $1,100 and $1,300, which looks like consolidation after a big run.

→ A rising support line under the range keeps showing buyers at higher lows.

→ RSI around 51 is neutral, so it reads as digestion and not weakness.

The Lowest Vs Highest Chain Revenues In October '26

$TRX had the highest revenue whilst $ALGO was in the bottom 10. The gap is 45,456x.

Some select projects and their revenue:

Tron: $24.91M
Ethereum: $7.6M
Base: $2.54M
Robinhood: $1.37M
Hyperliquid: $828k
Berachain: $2,388
SEI: $2,214
Algorand: $548

Will the ones in the bottom 10 recover from here? 🤔