glory10068-Merlin

[Merkle3s Capital @Merkle3sCapital]

https://t.co/xTyRtdRHUw

[梭哈.AI @SUOHA_AI]

https://t.co/ricfcWNxHc

[Serenity @aleabitoreddit]

In terms of personal notes:

1. Priortech owns 21% of $CAMT, ~1.35x their MC, seems more like holding co.

2. Bit Digital people kept shouting, but NAV discount is not clean $WYFI, lot of dilution + not AI parent.

3. Wistron (3231) is the best one I've seen since $SIVE + Ayar + Wiwynn are one of my favorite trio.

~$16.2B MC, Q1 revenue up a ridiculous amount with 144% Y/Y growth.

Owns 35.46% of Wiwynn, which is ~0.66x of MC. I'd expect Wiwynn to keep on growing.

4. Sin-American Silicon 5483 does own 46.64% of GlobalWafers (6488).

MC is $3.5B, stake value is ~$7.9B, but not exactly growing too fast independently, though it's heavily trading heavily discount to NAV.

5. Iljin Holdings owns 42.99% of Iljin Electric, it's ~$0.22B MC vs. ~$1.13B NAV holding. This was transformer/cable DC related.

But again idk if I trust korean stocks for NAV unlock, probably better for activist investors.

6. Simmtech Holdings was ~$0.17B MC vs. ~$1.0B of parent, which also looks ridiculous.

So 6x+ NAV. PCB substrate related name. Also another prob don't trust korean governance type name.

I think both $ACMR and WUS have H-Share subsidiary listing soon, and those were the biggest NAV discounts with independent growth.

Then you have a highly successful activist going after WUS so I'd expect some middle ground there.

So maybe I'll put more concentration into those on top of what I already own Monday, we'll see. And Wistron was growing very fast independently.

I'm still doing research, normally this goes in shower thoughts since I haven't formally made a conclusion, but thought others might be interested.

[Particle Network @ParticleNtwrk]

The first event on The People’s Launchpad is over, with over 1 million participants! Now, it's time to secure your $MERL allocation.

Here is how it goes:

Claiming Phase 1: Feb 10th, 12 PM UTC (22 hours)
We will conduct a snapshot to verify users’ Power & update Leaderboard positions (might take up to 2 hours). After this, you can claim your allocation by clicking 👉Lock Your Allocation on Merlin Chain’s launchpad page and spending Merlin Chain BTC.

Claiming Phase 2: Feb 11th, 12 PM UTC (22 hours)
The system will calculate unclaimed allocations (might take up to 2 hours). These will be distributed to the top 100 Leaderboard members for a second claim.

Once claiming is over, all leftover allocations will be returned to Merlin Chain. Also, remember that the @MerlinLayer2 team will distribute the token in March.

For the full details, read our Claiming Guide 👇 https://t.co/JB1ciFiVN6

Happy Claiming! #WeAreThePeople💫

[Lilyanna 比特里里 - AI 探索版 🔮🧑‍💻 @lilyanna_btc]

Merlin的 Launchpad 玩法
（别卷！不急！有5天的窗口期！第1天和第5天存没有区别！）

基本规则：
- 所有报名的人一起瓜分共计1%的梅林代币 $MERL的购买资格（这1%一共卖 1000U )，2100万个

- 获得积分的方式：
①在Merlin主网存 BTC
②邀请好友参加活动，完成社区的任务
③质押 $ALLY

- 赚的积分，将决定你能购买的梅林代币的份额，积分越多，能买的梅林代币越多。

- 报名的入口已经开放，但大家不用fomo，明天再体验也没关系，第一时间冲并不会给你带来额外的积分，在时间范围内参与都是一样的（2月5日 20:00 至 2月10日 20:00)。

- 每个钱包此次存入资金上限0.02BTC。

解读版：
- 虽然上面用到了购买梅林代币这个词，但实际上，按份额分配以后，到你手里能买的份额，四舍五入相当于不要钱了。假设10万个地址报名参与（假设大家积分都一样），每个人分到0.01U的份额可购买。

- 存入BTC时间：早跨晚跨是一样的，而且最开始单笔跨链上限0.002BTC, 后几天会逐步增加单笔存入的上限，建议第四、第五天再存；（而且，官方近期就会宣布质押计划，和今天的launchpad是独立的，launchpad中存入的钱短时间内无法提出来再拿去质押，所以大家不要太着急存钱，可以等第四第五天，对比后再决定如何分配资金）

- btc钱包跨链成本相对高一点（网络费为主），如果你是EVM OG，可以从evm直接用U跨过来，成本更低；如果你从来没用过EVM，那别管成本了，直接用btc链跨，降低学习成本。

- 邀请人可以增加你的积分，是时候邀请你身边的朋友体验Merlin了！

- 每个地址上限 0.02 BTC, 地址数不是关键，关键是你存入的BTC总量；也就是说，如果你想用多个地址参与，那每个地址都存到顶格才有意义（两个地址每个0.01BTC, 和一个地址0.02BTC是差不多的，这么分没有意义）

- 质押ally也可以获得积分，但成本比0.02btc高。
（支持质押ally是因为people's launchpad的团队是ally）所以如果你是btc原生用户，可以忽略这个存入方式，多开钱包存btc的方式更划算和高效一些。

建议流程：
今天先去注册，完成各种twitter绑定、Discord任务，并开始陆续邀请身边的朋友加入，等第四、第五天再存入BTC.

开始前，请准备好twitter账号、Discord账号。

https://t.co/ngf8QRLVQ7
1. 点击链接进入People's Launchpad官网（上方链接是我的邀请码，大家也可以用身边朋友的邀请码，不影响哈）

2. 按照提示连接钱包（推荐Ordinals用户使用unisat和OKX等比特币钱包连接，EVM OG们可以使用小狐狸钱包）

3. 根据提示连接twitter和Discord，并关注官推、加入Discord server.

4. 找到你的邀请链接，分享给身边的朋友

5. 第二个任务（质押ALLY) 选做。
第三个任务等第四、第五天完成即可，不用太着急。存BTC教程后续补充。注意！第三个任务，校验你的BTC, 只能校验一次，一定要等存够上限0.02BTC后再点！

风险提示：存入的BTC无法马上提出，待网络稳定后会逐渐开放提币（最长14天，顺利的话可能会更快一些，这是跨链桥常规操作~），请提前做好资金规划

[glory10068-Merlin @glory10068]

@imTokenOfficial @stephancill @lootproject @ABMTF_crypto 0x00866a2AD694DAE635916957263393dD3214fDD3

nice！
@CryptoKooHy
@Koo_Crypto

[imToken @imTokenOfficial]

Great idea @stephancill to #LOOT your wallet，just type your any wallet address or ENS.
Comment about your imToken wallet #Loot #NFT：
https://t.co/4UEcfQxwgo

@lootproject

Thanks imToken user @ABMTF_crypto for following examples！

[glory10068-Merlin @glory10068]

Hey! If you want to control your Subscriptions and pay only to those you approve, sign up for @get_revuto using my Referral Link below.

Join the Referral Program and earn up to 600 Revutokens!

https://t.co/NnVLBrZLuG

[glory10068-Merlin @glory10068]

@unifarm_ nice

[glory10068-Merlin @glory10068]

@unifarm_ good dream

[glory10068-Merlin @glory10068]

AscendEX $ZIG Token Launch Giveaway https://t.co/1aaGojK4Lo

[glory10068-Merlin @glory10068]

https://t.co/OSrQoKH6xa #ZIG #NFT #socialinvestment #insurance

[glory10068-Merlin @glory10068]

Hey @HedgehogMarket I’m ready to play! Give me some sHOG for your Testnet Launch and Competition! https://t.co/DqTknXe9zt on Apr 12 #HedgehogBeta 9qrMid3Ly1Xq3dBMUkes25vJ1pb1VGuJ5CaUDQVP8ekL

[Matcha 🍵✨ @matchaxyz]

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[glory10068-Merlin @glory10068]

@playcentglobal https://t.co/LppkgiCekP

[Playcent @playcentglobal]

@playcentglobal IDO Whitelist is now open!
$PCNT $POOLZ #IDO

https://t.co/KMsD9Yp0GE

[Binance @binance]

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