We plan to invest in @flyingtulip_ ICO at a $1B FDV. Why? Here’s our thesis:
Flying Tulip represents an asymmetric risk long due to a rarely seen combination of institutional-grade backing, incentive-aligned token design, and a credible attempt to consolidate fragmented #DeFi infrastructure into a single capital-efficient platform.
1) First, the project is backed by serious institutional capital, raising $200M at a $1B FDV with participation from sophisticated trading and crypto-native firms. This reduces execution risk relative to typical DeFi startups and signals real conviction from players who understand market structure, risk engines, and liquidity at scale.
2) Second, its tokenomics fundamentally change the risk profile. $FT includes an on-chain redemption right (effectively a perpetual put) that allows holders to redeem their token for underlying collateral up to cost. This creates a clear downside floor, discourages reflexive sell-offs, and introduces a structural safety net rarely seen in crypto tokens.
3) Third, team incentives are unusually well aligned. The core team receives no free token allocation and is compensated via protocol-funded buybacks, meaning insiders only win if real usage, revenue, and volume grow — not from hype cycles or token dumping. On top of this, they are led by @AndreCronjeTech, who has repeatedly proven his ability to execute and deliver top notch results in the DeFi sector over the last decade.
4) Fourth, Flying Tulip’s unified architecture (spot, derivatives, lending, stablecoin, insurance under one margin system) targets one of DeFi’s biggest unresolved problems: capital inefficiency and fragmentation. If successful, this model can attract both advanced traders and institutions seeking maximize capital utilization with reduced operational complexity.
Finally, the setup offers asymmetric upside: if adoption remains limited, downside is structurally capped; if the platform gains traction as a core DeFi venue, $FT benefits directly from volume, fees, buybacks, and reduced circulating supply.
Bottom line: Flying Tulip is a high-ambition execution bet, but one where structural downside protection + aligned incentives + institutional backing create a risk-reward profile that strongly favors a long position relative to typical DeFi tokens.
DYOR: https://t.co/N5RG6b5UKz
#Crypto #BTC #ETH #DEX
We shorted $COAI. #CrimeSeason. Why? ⬇️
• They are running the same scam playbook as $MYX. Highly concentrated token supply, with almost none in retail’s hands, auto-pumping it artificially to then dump on retail investors that acquire it either through Spot or Perps.
• It became evident two days ago when they pumped #Spot price to $65 with incredibly low volume relative to #Perps in a matter of hours as there were no spot sellers (reaching a $65B FDV, which would make it the #6 biggest project in #Crypto), while Perp prices couldn’t keep up as everyone was selling it here (most likely project insiders included), reaching a high of $16.5, but causing a wave of forced liquidations as the Mark Price was artificially manipulated, up to $30+, through the Spot market. (i.e. You would have been liquidated even if you opened a short at the highest price the future ever traded with 1x your capital).
• Just as $MYX this scam will also fade out in a matter of time as its valuation is unsustainable, at least this time #Binance and #CoinMarketCap did not allow it to enter the top #200 coins ranking (as they did with MYX), which should hopefully help so less retail finds out about it and gets lured by this scam, as it would already show up as a Top 15 project by Market Cap by now.
• They added way less than 10% new holders (less than 3k) while the price of the token skyrocketed 50x+ in 10 days.
• Right now is a Top 10 coin by FDV. And Top 20 by Market Cap. While 99% of the Crypto world has never heard about it.
• They improved their tricks, changing the Perp #DEX meta ($MYX) to an #AI related meta, to try to justify the artificially created pump.
• @binance should do some further due diligence and protect their regular users from sophisticated and well orchestrated financial engineering scams like this one. @cz_binance
• We’ve seen the same #scam with $OM, $MYX, and $AIA, among others. @zachxbt
• Do not fall for this scam. DYOR.