GM,

 What the hell is going on with the markets this week?

 This is W3VE, your Web3 whisperer here to translate Web3 jargon into plain Jane simple English.

Table of Contents

• Company Highlight

• Fear & Greed Index

• Project power rankings of the week

• Market Updates and News

• Growth Marketing Tip of the Week

• Recently Funded Companies

• Meme’s of the Week

Company Highlight

Web3 Marketing is hard. Like really hard. Your community never grows, your engagement is nonexistent and you’re lost in a sea of AI content. 

We’ve personally seen W3VE come up in the space and take on giants like StakingCabin who are validators for projects like Sui, Aptos and Cosmos.

That’s why I’m confident in recommending it, because it feels like a 10 person in-house marketing team without any of the hassle.

• Book a call to explore your Web3 goals: W3VE Calendly

Fear & Greed Index

Project power rankings of the week

Market Updates and News

1) Bitmex co-founder Arthur Hayes dumps HYPE for a Ferrari, then tells followers not to worry…
Arthur Hayes just pulled off the most Arthur Hayes thing imaginable: sell $5.1 million worth of HYPE tokens, lock in a 19% gain in a month, and then announce to the world that he needed the cash to put down a deposit on a Ferrari Testarossa. Peak degen energy. On X, he reassured followers that there’s no need to worry, HYPE is still on track for a humble 126X by 2028. Because nothing screams confidence like telling the market you’re all-in… right after you’ve just cashed out for Italian horsepower.

The real kicker? His own venture fund, Maelstrom, spent the day posting a thread that reads more like a horror story than a bullish pitch. Starting November 29, 237.8 million HYPE will begin vesting linearly over two years. That’s nearly $12 billion worth of tokens flooding the market, with half a billion dollars hitting circulation every single month. Hyperliquid’s buyback program, impressive as it is, can only soak up around 17% of that supply. Which leaves roughly $410 million worth of tokens dangling over the market. In degen terms: that unlock chart is going to look like a red waterfall.

Of course, Hayes insists this is all just “HYPE’s first true test,” nothing to lose sleep over. After all, what’s a $12B supply unlock between friends when the upside is supposedly Binance-level dominance? His moon math requires three very chill assumptions: a $10 trillion stablecoin market (no biggie), Hyperliquid capturing Binance’s trading share (why not), and fee structures holding steady in the most competitive market on Earth (totally realistic). It’s basically betting your Ferrari deposit on a perfect storm of trillion-dollar tailwinds, retail euphoria, and zero slippage. But hey… that’s Hayes for you.

2) The boys are broke: ETH and Bitcoin crash.
Bitcoin slipped 2.6% to $112,700 while ether dropped more than 6%, kicking off a rough stretch for crypto majors. The weakness spread to equities as well, with Coinbase and MicroStrategy both falling 2.8% in pre-market trading, while S&P 500 futures dipped just 0.2%, showing crypto’s volatility is running on its own track.

Analysts framed the pullback as a “healthy correction,” clearing out excessive leverage after roughly $1.5 billion in crypto positions were liquidated. Markus Thielen of 10x Research noted inflows aren’t yet strong enough to push bitcoin higher. Year-to-date, crypto markets have pulled in $140.5 billion: $63.1 billion from stablecoins, $52.4 billion into bitcoin via ETFs and futures, and $24.9 billion into ether. But ETF data shows bitcoin dominating, with $3.48 billion of inflows this month alone, compared to just $407 million for ether.

Matrixport warned that treasury demand, especially from Ethereum-focused firms, may be drying up as shrinking asset values limit their buying power. That leaves bitcoin with a stronger institutional bid while ether struggles for momentum. Together, the data points to a market pausing at an inflection, with solid inflows but waning treasury demand and weak ether interest suggesting the next leg higher might take patience and a stronger base of real demand.

3) MetaMask native crypto currency is coming: “Mask token”
Ethereum co-founder and Consensys CEO Joseph Lubin just confirmed what crypto Twitter has been quietly screaming about for years: MetaMask is finally getting its very own native token. Lubin said Consensys is leaning into “progressive decentralization,” making sure MetaMask, Infura, and Linea keep decentralization front and center. Basically, it’s crypto’s way of saying, “We’re serious about community… but still want to look cool doing it.”

The MASK token has been the stuff of legend since at least 2021, when MetaMask engineer Erik Marks floated the idea of giving users actual ownership of the wallet through a token launch. MetaMask co-founder Dan Finlay teased back in May that, if it happened, the token would be accessible right inside the wallet. Lubin’s latest comments, though, suggest this “maybe” has officially graduated to “definitely coming soon.” The long wait is finally over… or at least ending.

Consensys has some experience with this kind of launch. Earlier this month, its Ethereum Layer 2, Linea, dropped the LINEA token, distributing over 9.36 billion tokens. Lubin highlighted that Consensys only kept a modest 15% for itself, letting the rest flow to builders, liquidity providers, and community incentives. If MASK follows the same playbook, expect the token to reward users while subtly reminding everyone that, yes, the wallet you already love might soon be even more addictive.

Growth Marketing Tip of the Week

Repurpose content:

My mom taught me a neat trick when I went to college: Take the leftover veggies from dinner, chop some fine onion, add some hot sauce, and use it as your sandwich spread.

I used the hack all the time — sometimes for breakfast on busy mornings and other times for snacking in late evenings. I was always surprised at how different yet familiar the sandwich tasted.

That’s what content repurposing is, in a nutshell: You take yesterday’s existing content and use it to whip up new content for today. Just like my sandwich did for me, it’ll save you hours you would’ve spent creating something new from scratch.

Why it’s important to repurpose content:

1) For SEO purposes - it’s super friendly to search engines because you are creating multiple

2) Enables you to create more content without burning out

3) Allows you to A/B different formats and words (packaging) which allows you to determine which format works best for your company.

How to repurpose content:

1) Audit your existing content

• Identify your top-performing pieces

• Ask: Which ideas can reach new audiences or formats

2) Decide on new formats

• Choose your format (podcast, blog, video)

• Analyze if you need to change your tone in order to get the optimal result.

3) Adapt and customize:

• Rewrite, trim, or expand content to fit the new format.

• Add hooks, visuals, or context for the platform.

4) Distribute and track performance

• Without tracking attribution, you’re effectively wasting your time

• Find your “north star metric” and make sure you’re at least tracking that religiously.

Recently Funded Companies

Meme’s of the Week

That’s it for this week.

Keep showing up, keep cheering each other on — and as always, head for the moon!