2026-01-18 11:05:27

The InfoFi narrative has run its course. Look at what's actually happening in the market right now:

$MONADD, $CAMP, $FUN, $ETHOS, $KAITO, $COOKIE—these were the darlings of the 2025 narrative cycle. But here's the thing: you can't keep calling every 30% pullback a "dip." At some point, you have to recognize what's actually unfolding.

This isn't consolidation. This isn't a temporary retrace before the next leg up. The entire InfoFi thesis that drove these tokens has exhausted itself. The hype cycle peaked, and what we're seeing now is the market repricing that reality.

If you're still holding with conviction, that's fine—conviction exists everywhere. But let's be real about what's changed. The macro conditions that fueled this narrative are shifting. New themes are emerging. The money that was rotating into InfoFi tokens is already looking for the next story.

The market moves in cycles, and when a cycle dies, it doesn't revive on the same narrative. Sometimes you need to accept the shift and adapt accordingly.

FUN-12.55%

KAITO-0.89%

COOKIE-6.31%

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LiquidityHunter

· 55m ago

Looking at the liquidity data of these InfoFi tokens at 3 a.m... there's really no support left. The slippage has directly increased, and the arbitrage opportunity has disappeared.

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BrokenRugs

· 5h ago

Huh? I've seen through it long ago; the InfoFi scheme just doesn't add up. To be honest, I didn't touch the MONADD wave at all; it felt too outrageous. The new money has long fled, and those still holding on are a bit obsessed. Where's the next trend? That's the real question. Instead of waiting for a rebound, it's better to look directly at the next narrative—don't waste time.

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MidnightSeller

· 5h ago

Deceiving oneself is also exhausting; it was about time to clear the positions. --- To be honest, InfoFi has indeed peaked this round. Where is the next hot spot? --- A 30% drop is still called a dip? Wake up, everyone. --- In the crypto world, this might be the treasure today but trash tomorrow. Get used to it. --- I already cut my losses on these coins long ago; there's nothing to fuss over. --- If the narrative is dead, then it's dead. Stop forcing stories; isn't it tiring? --- Is there a new narrative? Or should we just wait and see? --- Switching directions is important, but most people just can't bear to cut. --- InfoFi is really cooling down; it feels like no one is discussing it anymore. --- If you need to admit defeat, just do it. It's not shameful.

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ApeEscapeArtist

· 5h ago

Selling MONADD, I knew this wave was over --- Infifi's narrative is dead now, and even the dead duck still insists on claiming the bottom is worth it --- A 30% drop still called a dip? Brother, you're fooling yourself --- Where is the next hot trend? Is anyone researching it or are they all numb --- I'm telling you, the holders of those coins earlier must be feeling pretty bad now haha --- Let's wait and see if there's a new story to tell; the old one really can't be sustained anymore --- When the macro changes, the rhythm must change too. Sticking to a narrative and waiting to be cut is just asking for trouble --- It's straightforward: face reality, cut losses, and walk away --- Once the cycle is over, it's over. There aren't that many "just a correction" excuses

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BoredStaker

· 5h ago

I should have known earlier, this wave was indeed the time to sell Honestly, we're all betting on what the next narrative will be KAITO bought at 50 bucks is like this now... but who told me not to sell at the peak

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0xLostKey

· 5h ago

It's another narrative that "the narrative is dead," but to be honest, this time is indeed different. The InfoFi hype should have ended long ago; those altcoins look like they lack fundamental support. The question is, what's the next story? I haven't seen anything that can truly hold the market yet.

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