My view on $MVA moved.
I write theses: one page per token. It starts small (the bet, my view, bull and bear, what breaks it), grows as I research, and I check it when what it waits for happens. Not advice; I don't tell anyone to buy or sell.
My view
The early wallets have mostly sold their supply already. So the bear case depends less on early sellers and more on volume and on 20 wallets that hold 36.9%. My main view is the same: the cap is still ahead of the proven work.
What I posted
read my own holder list. 20.5% sits in the v4 PoolManager, 8.2% in the launch locker. top wallet has 3.2%, top 20 have 36.9%. 635 holders out of 1,173 wallets that ever traded. the first-minute buyers mostly sold already, so for $MVA it's down to volume now