Just wrapped up my latest analysis of the state of Web3, and I've got some fascinating insights to share soon.
I will also post more on how we scaled businesses, what marketing worked, and how we optimized resources via AI. Because nothing beats real-world experience.
I am a Tria premium card holder who didn't receive any allo despite the fact that the team declared it's 100% guaranteed for "All Tria Premium cardholders"
I how that it's a mistake @useTria@parthbl.
A total of 1,747 of 4500+ participants who met the criteria outlined before the sale received allocations and 80% of them were fully filled, getting 100% of their requested amount.
• $66.7M oversubscribed for $1M
• 4,500+ participants
• 1,747 accepted
• 80% get their full ask
• Caps on very large tickets, a floor for everyone
All Tria Premium cardholders, top 20% logion scores, top 25 Cookie Snappers and partner communities were prioritized/guaranteed.
If any participant missed allocation due to verification errors, don't worry. If it’s on us, we’ll honor the intended outcome.
Read the article for an in-depth view.
@useTria Hi Team,
I am premium card holder and top Legion member, also I have filled all required applications to get granted allocation as Tria user but my application still in review on Legion. Could you please explain what does it mean?
@Cbb0fe@ResolvLabs Nice picture is for those who provided liquidity on aerodrome for months, 0 points. Team promised to do it retrospectively but unfortunately they have not done anything.
BREAKING: @realDonaldTrump announced his digital assets executive order directing the Presidential Task Group to move forward on a Crypto Strategic Reserve including $XRP, $SOL, and $ADA.
Dobby enthusiasts, the time is now.
We had 661,494 pre-registrations, and we want to give 𝐘𝐎𝐔 participants early access to a fingerprint and ownership claim in Dobby.
Prove your intelligence.
Claim your ownership.
https://t.co/y2o1MGywYt
https://t.co/P9gm6reWyg
It's the first of January.
$USDT didn't collapse.
Liquidity isn't drained on the exchanges.
The classic 'Sell the rumour, Buy the news' example applies here to the negativity surrounding USDT.
#Altcoins bouncing up with 5-20% gains.
The start is great.
@cz_binance What happens on @pumpdotfun is a mess. Unfortunately, we see just gambling with memes that create only negative experiences for the 99,9% of users... We should see a liquidity swap into utility projects that significantly contribute to Web3 adoption.
3 crucial market insights for new token launches:
1. Launching at a lower FDV is way more appealing to the community and is resulting in a better looking chart out of the gate.
See the recent Grass launch.
You really don't want to launch above a billion FDV unless you have massive traction, which most do not.
Its better to launch lower. Give the community a chance to get in early and actually have real demand. Grass did this well and their chart looks great (and is quietly over $1B FDV).
2. Doing a public round on Echo or Legion is a massive community and public sentiment boost.
Even if the actual impact of doing the sale is minimal, the public perception of doing the sale is significant.
This has basically become a necessity imo. If a team doesn't do a public sale at or below the most recent VC raise, I'm not bullish.
If they do the public sale under the last VC valuation, that is very bullish for community sentiment. See Initia.
Their echo sale sold out at a valuation 25% under the last VC raise.
3. Somehow, launching on Binance isn't *that* bullish anymore.
This may be a controversial take, but now that we all know Binance is taking a large amount of supply (see Scroll), we know their users are going to dump it as well.
This is bearish.
The market is adjusting to the fact that if a team is launching on Binance, they are either top 1% or they are paying a lot of their token supply, or sometimes both.
Over the course of the next few months, we'll see an influx of token launches.
I believe the teams which follow #1 and #2 will have the best results, and am still on the fence about how I'd recommend teams to approach the Binance situation.
Once again, I'll repeat:
Crypto's capital formation process is beginning a multi-year change, for the better.