2026-01-15 11:53:26

Emotions often reach the market faster than fundamentals. This is especially evident in predicting market data.

Referring to the latest statistics of prediction markets, we can see the changes in the proportion of different FDV tiers:

• Projects with FDV over 800M account for 63%, down 3% since early January
• Projects with FDV over 1B account for 55.7%, up 3.7% since early January
• Projects with FDV over 2B account for 12.7%, up 2.6% since early January

Interestingly, on the surface, the segment with FDV > 800M appears to be shrinking, but looking further up, the number of projects surpassing 1B and 2B is actually increasing. What does this indicate about the market? Capital is concentrating on top-tier projects, while attention to mid-tier projects is being diluted. When sentiment shifts from broadly bullish to selectively bullish, this kind of divergence begins.

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MetaverseMortgage

· 2h ago

Funds are concentrated in the top projects, while mid-tier projects are being squeezed out alive. This is the true reflection of the market.

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ChainWallflower

· 6h ago

The divergence is so obvious this time. Projects in the middle are really going to be squeezed out. Everyone is betting on the top few, and reality is just so cruel.

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CoconutWaterBoy

· 8h ago

The trend of funds clustering around top projects has been evident for a long time, while retail investors are still waiting anxiously in mid-tier projects.

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LazyDevMiner

· 01-16 09:55

Funds are all piling into the top projects; middle-tier projects really need to be cautious.

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AirdropHunterXiao

· 01-15 12:21

The capital coalition is becoming increasingly obvious; just looking at the data, you can feel that impatient vibe. Central projects are indeed being forgotten.

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NFTArchaeologist

· 01-15 12:20

The strategy of funds clustering around top projects has been played for so many years and is still the same. Middle-tier projects really need to wake up.

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AlphaWhisperer

· 01-15 12:19

The trend of funds clustering around top projects basically means the market is becoming more selective. Middle-tier projects are probably going to have a tough time.

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FunGibleTom

· 01-15 12:08

The phenomenon of funds clustering around top players is truly a sign of market maturity; retail investors are starting to learn how to choose.

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