SOLANAS 'CRIME GAP'

Summary from the TLDR Crypto newsletter

Solana's recent onchain activity is propped up by “crime”‑driven mechanics like bundled tokens, insider trading, and engineered liquidity rather than organic demand, masking deteriorating network health. This “crime gap” parallels historical market manipulations like the Sumitomo Copper Affair and is destined to collapse once fresh capital inflows wane. As macro pressures mount and artificial supports fail, a rapid capital exit will likely ensue, leaving memecoin insiders to extract remaining value. Ultimately, the cycle will pendulum back toward utility‑focused projects on more robust chains as raw casino‑style speculation loses its late‑cycle edge.