New @legiondotcc Prime Sale in just 5 days
This time itโs @squidrouter ๐ฆ
Iโve participated in almost every Legion sale so far, and the results have been pretty solid for Prime sale:
@yieldbasis โ ~4x at TGE
So yes, Iโm applying again
Iโve actually been using Squid for a long time
Itโs one of those products you donโt really think about until you realize how many cross-chain swaps are powered by it
Over $6B routed.
100+ chains.
1,000+ integrations.
Live since 2023.
Feels good when a token launches after the product has already proven itself.
Letโs see if Legion can deliver another winner๐ฆ
watching a 1000x on paper turn into barely 4.5x in real time, and it's not even done unlocking yet
today marks the first unlock for lab:native from that @legiondotcc sale
at peak this thing was showing close to 1000x on paper, pure vesting-schedule fantasy math nobody was ever going to realize
first unlock actually lands and price is sitting at $0.09
back that out against the real token sale price and you're looking at roughly 4.5x right now, not 1000x
personally I short this through @variational_io until vesting fully wraps
funding's been decent too, sitting around 10% right now
my actual guess is we see $0.01 before this is over, that's -50% below the original token sale price
not just giving back the gains, actually red on entry
moral of the story: after the crime pump comes the crime dump
be careful out here. nfa dyor
Looking back at the lab:native token sale now
๐น 377 applications
๐น $1.92M raised
๐น 384% of target
๐น $500k target raise
๐น $1.5M hard cap
๐น $25M valuation
Nothing looked particularly crazy at the time
But thatโs exactly why this space is so unpredictable
Sometimes the projects you spend weeks researching underperform, while the $100 allocation you barely think about turns into the biggest surprise in your portfolio
Now Iโm sitting here watching a position that started with $100 and wondering how many of those gains will still be around once the unlocks begin ๐
Crypto never fails to surprise.
HEEBOO explained what the token is for instead of just hyping a sale date
the real insight here is the framing: attention is the scarce resource in entertainment, and right now platforms capture all of it while fans and creators walk away with nothing.
$3b a year moves through crowdfunding with zero permanent record that you were even there first
they're not theorizing either, @Claynosaurz already proved the model without a token: 1m+ fans, 2b+ views, $12m+ revenue, all before a tv show, movie or mainstream game ever existed
$heeboo is basically them trying to make that repeatable for every creator
the flywheel is simple too: 10% of every launch on the platform buys $heeboo to fund that project's fan reward pool, and emissions pay out over time to whoever's actually driving it
sale details are locked now: 5% of the 1b supply, 48h public sale starting aug 25, 25% bonus if you deposit in the first 24h, tge on @solana
HEEBOO explained what the token is for instead of just hyping a sale date
the real insight here is the framing: attention is the scarce resource in entertainment, and right now platforms capture all of it while fans and creators walk away with nothing.
$3b a year moves through crowdfunding with zero permanent record that you were even there first
they're not theorizing either, @Claynosaurz already proved the model without a token: 1m+ fans, 2b+ views, $12m+ revenue, all before a tv show, movie or mainstream game ever existed
$heeboo is basically them trying to make that repeatable for every creator
the flywheel is simple too: 10% of every launch on the platform buys $heeboo to fund that project's fan reward pool, and emissions pay out over time to whoever's actually driving it
sale details are locked now: 5% of the 1b supply, 48h public sale starting aug 25, 25% bonus if you deposit in the first 24h, tge on @solana
ICO market's been quiet enough lately that i started looking at upcoming IPOs instead, and one name keeps standing out @Kimi_Moonshot
the chinese ai lab behind kimi went from a $4.3b valuation in january to $35b by july, then reportedly opened talks for a new round at a $50b pre-money valuation in august. that's roughly an 8x jump in about half a year
worth noting none of this is officially confirmed by moonshot yet, it's all sourced to people familiar with the deal, so treat the $50b number as reported, not locked in
what's actually driving it: kimi k3, a 2.8 trillion parameter open-weight model they dropped in july. it's the largest open model in the world right now and it genuinely rattled chip stocks on release, nvidia dipped on the news. demand was so heavy after launch they had to pause new subscriptions just to keep up
revenue's moving fast too, arr went from $200m in april to $300m in june, tripling in about 4 months
founder Yang Zhilin is ex-google brain and meta, phd from carnegie mellon, started the company back in 2023. backers include alibaba, tencent and now state-linked funds getting involved as they prep for a hong kong listing, possibly before year end
still very much a watch-and-see situation given how early and unconfirmed the pricing is, but hard to ignore the trajectory here. not financial advice, just what's on my radar while the ico side of the market catches its breath
the upcoming ico/ieo list just quietly got a lot more interesting, few names worth watching closely
$MULT (@multiplifi ) sale set for aug 14, launching on @echodotxyz through sonar, raising target sits at $21.5m, backed by sequoia capital and pantera capital
$USDO (@opendelta_) dropping on @legiondotcc, same launchpad $QUID ran through, and Anatoly Yakovenko (yeah, solana's co-founder) is one of the backers
$QRN (@quranium_org) @animocabrands backing this one, quantum-resistant chain thesis, different enough from the usual ai/defi noise to stand out, launching on @Huostarter
bookmarking these, feels like more legit sales are queuing up right now than we've seen in a while
I looked into what @Claynosaurz has been building, and swapped my PFP to Clayno
they landed animated micro episodes on Amazon prime video and apple tv in july.
actual streaming, not a partnership press release that goes nowhere.
floor briefly hit ~25 sol, made them the top solana collection by floor for a stretch (current 17 SOL)
then completely separate from any token, they ran something called "clay shares" back in june/july. real equity in the actual company, delaware corp, ~15% carved out as stock options for genesis, call of saga and popkins holders.
not points, not a vibes-based reward, actual shares. just not sellable unless there's ever an ipo or acquisition down the line
that's the part that changes how i read $HEEBOO. this isn't some jpeg project bolting a token onto a dead collection to extract one more cycle out of holders
They already gave real ownership away before the token even existed
swapped my pfp to a clayno that's been sitting in my wallet forever, felt like the right moment!
HEEBOO published how their public sale actually works
runs through a @metaplex genesis launch pool on solana. no fixed price, no whitelist, crowd sets the price themselves
deposits in the first 24h get a 25% bonus, that bonus fades out by hour 36
pull out late and it costs you too, rising penalty up to 25% if you withdraw during hour 48
if the sale goal isn't hit, everyone gets refunded
1b total $HEEBOO supply, public sale is 5% of that (50m tokens), fully unlocked at tge, no vesting on this specific chunk
exact date and price aren't locked yet though, site's still just a waitlist, so treat aug 25 as unconfirmed until it's official
HEEBOO published how their public sale actually works
runs through a @metaplex genesis launch pool on solana. no fixed price, no whitelist, crowd sets the price themselves
deposits in the first 24h get a 25% bonus, that bonus fades out by hour 36
pull out late and it costs you too, rising penalty up to 25% if you withdraw during hour 48
if the sale goal isn't hit, everyone gets refunded
1b total $HEEBOO supply, public sale is 5% of that (50m tokens), fully unlocked at tge, no vesting on this specific chunk
exact date and price aren't locked yet though, site's still just a waitlist, so treat aug 25 as unconfirmed until it's official