Many tokens launched in 2025 with very high valuations (FDV in the billions) but only a small amount of supply available at the start.
A few months later, things look very different. Both their valuations dropped sharply and their circulating supply increased.
Here’s what happened:
$TRUMP : FDV down 88% since launch | Supply increased from 20% to 49.75%.
($BERA ): FDV down 93% | Supply grew from 12.7% to 30.2%.
$PLUME: FDV down 93% | Supply rose from 20% to 51%.
$LINEA: FDV down 85% | Supply increased from 22.8% to 34%.
A few tokens held up better:
$ZORA : FDV is still above its launch level.
($ASTER): Valuation remains mostly stable, with limited new supply added.
In most cases, when more tokens entered circulation (higher supply), the valuation dropped heavily.
The key lesson:
Don’t look at price alone. Always check how fast the circulating supply is increasing along with valuation to understand the real picture.