The Rollup

What Happens When Celebrity Coin Launches Stop Working? with Altcoin Sherpa

Aug 22, 2025
Altcoin Sherpa, a savvy cryptocurrency trader and analyst, dives into the shifting tides of the crypto market. He discusses the fading traditional boom-bust cycles and the rise of mini-cycles lasting just 1-3 months. Sherpa analyzes celebrity coin launches, pointing out why some succeed while others flop, like YZY vs. Trump. He shares late-cycle strategies, suggesting a cautious portfolio approach, as well as insights into the changing landscape of altcoins influenced by macroeconomic shifts.
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ANECDOTE

Yeezy Launch Flopped Compared To Trump

  • Altcoin Sherpa compared the Kanye (Yeezy) coin launch to the Trump launch and saw less market euphoria.
  • He attributed the flop to prior knowledge and market skepticism about the team and replayed dynamics.
INSIGHT

Few Altcoins Drive Market Moves

  • Only a handful of altcoins (about five to ten) drive most market moves at any time.
  • Being plugged into active communities matters because many coins remain stagnant or 'zombies.'
ADVICE

Split Capital: Protect And Speculate

  • Protect a large portion of capital as risk-off in late-cycle tournament-style dynamics.
  • Use a small active allocation to buy high-risk calls or memes to maximize expected value.
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