r/ICPTrader

ICP whales

ICP whales

Made a few buys and now I’m officially a whale. It’s been quite a journey from late 2022 to now. I never let an ICP sale go to waste. As a rule I always take 10% and spread it around the ecosystem.

u/capricon9 — 14 hours ago

I feel shame

I feel embarrassed for buying this shitcoin 5 years ago today. Any of you who bought early over $40 feel the same? What was your 5 year old younger self's price prediction of today, certainly not $2 for months! I'm not sure what I'm hoping for anymore, more pump and dumps or like crazy adoption, sudden big announcement by governments that shoots the price up forever, every other shitcoin suddenly collapses and money flows into icp, everything sounds unrealistic. The cycleburn rate has not increased for many years and even if it did doesn't mean price will go up. It's price is always somewhat aligned with the other shitty altcoins but always a also a bit worse.
Won't you be disappointed if price stays under $20 for another 5-10 years?
What are you hoping will happen?

reddit.com
u/IndependentBig351 — 2 days ago

Congrats on the change! Now node providers have no interest in seeing the $ICP price drop, and it creates a market floor. Great initiative! 👏👏👏 ——

Set minimum ICP/XDR rate floor to 2 XDR per ICP

Set the minimum ICP to XDR exchange rate in node reward computations to 1 ICP ≥ 2 XDR. This will limit the amount of ICP minted for node rewards in case the exchange rate is below the specified threshold.

https://dashboard.internetcomputer.org/proposal/142681

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u/Sassy_Allen — 2 days ago

Can someone invite Dominic Williams for an reddit AMA?

Would be cool if someone with more influence could bring Dominic on a reddit AMA.

From experience AMAs can totally catch attention and it brings in many people. It's also cool for people that arrive later on to read through all the questions people have asked.

Upvote like crazy if you agree.

reddit.com
u/Timely-Fig2030 — 3 days ago

We’ve been quiet on $ICP… but this is the calm before the storm. Next week and throughout July we’re dropping stealth addresses on $ETH, $SOL & $BTC, a full automation suite on $Hyperliquid, and automated LP allocations across 6 venues on 6 chains:

ETH (Uniswap), SOL (Raydium), SUI (Cetus), NEAR, ADA and XRP. And to sweeten the deal, in just one month our Stables Routing Network goes live. You won’t care where your USDC is you’ll just spend it seamlessly. Available for Menese Premium accounts only. The multichain future is unfolding. Stay locked in. #Menese #DeFi #Automation #Multichain #ICP

  • In plain terms, Menese acts like a smart assistant for your crypto holdings. It generates private receiving addresses so senders can't easily link payments to your main wallet, automates buying and selling on schedules (such as dollar-cost averaging), manages liquidity pools to earn fees across different blockchains, and plans a system for spending USDC seamlessly without worrying about which network it's on.
  • Users retain full control of their funds without handing over keys, while paying a subscription in the project's token for these premium tools that integrate multiple chains and rules-based automation. This reduces the manual work of juggling wallets, bridges, and DEXes.
  • While crypto already offers bots, aggregators, and cross-chain tools, Menese packages privacy, on-chain automation, and broad liquidity management into one platform with ICP ties. Its value depends on secure real-world performance versus similar existing DeFi options.
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u/Sassy_Allen — 4 days ago

Possible to go on a huge run next year?

I think once the crypto bear market ends late this year and with everything coming together for us including maybe deflation next year we can see a $30+ run in 2027. But I could just be overly hopeful lol.

reddit.com
u/Silent_Catch_3762 — 5 days ago

do or die territory for ICP

Let’s take a brutal, unfiltered look at one of the most disgusting financial charts in the history of assets. If you ever want to explain to someone what aggressive VC dumping, relentless seed-round exit liquidity, and a hyper-inflationary foundation burn rate look like, just show them the yearly performance of Internet Computer (ICP).

Look at these numbers. Assuming an initial $10,000 investment at the 2021 launch peak, watch how retail capital was systematically vaporized year by year:

  • 2021: -90.21% 🛑 (Your $10,000 shrivels into a miserable $979)
  • 2022: -84.65% 📉 (The bleed continues. Your balance drops to $150)
  • 2023: +230.42% 🤡 (The ultimate dead-cat bounce fakeout. You "rally" back to $497)
  • 2024: -23.60% 🐻 (The slow grind downward resumes. You are left with $379)
  • 2025: -72.95% 📉 (Another brutal leg down. Your portfolio hits rock bottom at $103)
  • 2026: -29.48% 💀 (Year-to-date misery. Your original $10,000 is now worth exactly $72)

How Did We Get Here? The Three-Headed Monster

ICP's price action is the direct result of three massive fundamental pressures:

  1. The Seed Round & Early Backer Exit: Early investors bought ICP for literal pennies. Every single month, unlocked tokens hit the market. For them, selling at $5, $3, or even $2 is still an astronomical profit. Retail investors were nothing but exit liquidity for Silicon Valley VCs who had entered at $0.03.
  2. DFINITY's Massive Corporate Burn Rate: The DFINITY Foundation employs over 100 high-priced engineers and cryptographers in Zurich (one of the most expensive cities on Earth). To pay those fiat salaries and keep the lights on, they have been forced to continuously dump millions of ICP tokens straight onto the market, capping any organic price growth.
  3. The "8-Year Gang" Trap: While retail got slaughtered, the core community locked up nearly half the circulating supply for up to 8 years in the Network Nervous System (NNS) DAO. They are trapped watching their capital dissolve, relying entirely on staking rewards that just add more inflationary tokens to the pile.

The Death Spiral vs. The "Mission 70" Hail Mary

At the current ~$2 price level, the project is officially in "Do or Die" territory.

If the price stays here, DFINITY will have to dump exponentially more tokens just to cover their monthly operating expenses, accelerating the death spiral toward zero.

The only thing standing between ICP and total oblivion is their frantic "Mission 70" overhaul. They are desperately trying to cut token inflation by 70%, shift node provider rewards away from pure token minting, and force actual enterprise utility through Decentralized AI (Caffeine V3) to burn up supply.

If you are still holding, what is your coping mechanism?

reddit.com
u/tuscan21 — 6 days ago
▲ 20 r/ICPTrader+1 crossposts

ICP HUB Egypt (@icphub_EG) 459 likes · 37 replies

We just enabled $ICP smart contracts to hold assets and sign transactions on Near.
To the $NEAR community: you now get fully on-chain storage, on-chain frontend, and sovereign execution without Web2 dependencies.
And yes this builds on our work across $SUI $TRX $XRP $ADA. Cross-chain collaboration is accelerating.
#ICP #ChainFusion

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u/Sassy_Allen — 4 days ago

Staking rewards not worth the risk

I just minted my ICP staking rewards for Q2 2026 and realised that what I made is not worth the investment. My reward APR is like 6.9%, but then I had to pay a 10% fee when minting and I’ll have to pay taxes on this as well. Bottom line I am left with barely half of my staking rewards. I think I can get better rewards by keeping my cash in the bank, not accounting for the ICP continuous depreciation which likely makes my investment negative.

So I started the dissolve clock and planning to divest assuming any value is even left by then.

Go ahead and hit me with your negative votes, but this the truth. ICP is just not worth the money.

reddit.com
u/liviughg — 7 days ago

I tried to value ICP on a P/S basis.

P/S is borrowed from equities and fits a token badly, ICP isn't stock, it has no "sales" in an accounting sense. The closest proxy is the value of cycles burned for compute (reverse-gas model). So treat this as a rough exercise, not a real valuation.

Inputs (verify before trusting, these move daily):

  • Market cap ≈ $1.2B, ~554M ICP circulating,
  • "Revenue" is where it gets messy. Sources disagree by ~5–30x: DefiLlama shows ~$1.4M/yr, CoinGecko's 24h fees annualize to ~$7.8M, and the weekly burn rate implies ~$5.7M/yr.

So the P/S lands anywhere from ~155x to ~850x depending on whose number you use. For context, even expensive high-growth SaaS rarely tops 30x.

The reverse read is the interesting part: at a generous 20–30x multiple, current fees would only justify a market cap of ~$28M–$160M, roughly 87–95% below today's price. Flip it and the network would need ~$40–60M in annual fees (5–40x current) to justify $1.2B on P/S alone.

Translation: almost the entire valuation is forward expectation + staking/monetary premium (~63% of supply is staked) + governance, not current monetization.

TLDR: on a pure P/S basis ICP looks wildly expensive, but that's true of basically every L1 infra token.

reddit.com
u/tuscan21 — 6 days ago

Liquidium is Fun!

Anyone else using Liquidium at such cheap price to stack up some more ICP?

I just doubled my ICP stack, hopefully, hoping to exit at 10$

reddit.com
u/MarionberryNo8505 — 5 days ago

The number of new $ICP addresses continues accelerating 📈 We have added 6.5K new addresses in the last 5 days. Data: @icterminal

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u/Sassy_Allen — 7 days ago

for ICP to be adopted, the NNS NEEDS to allow big countries (like the usa) to be able to purchase directly onto the NNS. Right now, it doesn't allow that.

'cannot buy for that country at this time'.

bruh, I gotta buy from another exchange, and then send it to the NNS.

and 4 out of the 5 exchanges are fucking bitches, they will not let you send ICP anywhere, they pretend that the addresses are incorrect. They pretend that the QR code is not a QR code.

it's a huge pain in the ass.

reddit.com
u/Isekai_Dreamer — 8 days ago

Where ICP will become instrumental is when AI has access to its full-stack web applications.

I am starting to see a broader picture of how ICP can win. AI is clearly here to stay, and this stack feels built for it. With all the products we currently have, this is how I picture Web3, or the next evolution of how we use the internet.

The main massive advantage is having a fully unified system that can incorporate AI at its core. All the data stays inside one controlled network with sovereign cloud infrastructure. AI becomes system-native, not just an add-on layer.

Imagine something like a law firm migrating (this feature is in development, I think) to ICP. Because it’s a closed system with full data residency and sovereignty, they could allow AI to operate fully across their data and infrastructure.

They could use AI to overhaul website flows and design, generate feedback and analytics on usage data, perform autonomous legal self-audits, run AI case worker agents, provide real-time legal copilots for clients, automate onboarding, etc

The future will have far more AI integrated directly into systems rather than add on externally. We need tools like Caffeine to self-write and develop applications, sovereign cloud infrastructure to host data, and AI-focused programming environments like Motoko to handle this new wave of use cases. We also need a way for legacy applications to migrate into this new internet stack We are at the frontier of this next-gen internet.

reddit.com
u/ADHD_Dev_ — 8 days ago