lost in web3

🧪 Real Life Product "Owner" lost in Web3
🎮 UX/UI Fan – Design Thinking believer
🛠️ Trying to apply Web2 logic to Web3 chaos

[lost in web3 @lost_in_web3]

Been looking into NFW today - and there’s more going on here than I expected.

At first glance, it looks like a colorful mix of NFTs, graded collectibles and randomized pulls.

But underneath that sits an interesting system of asset-backed pools, liquidity and incentives that makes it worth digging deeper.

I’m still going through the mechanics before forming an opinion, but there’s enough here to keep my attention.

Going to break down NFW piece by piece over the next few days.

Anyone already using it?
What’s been your experience so far?

@nfwdotfun

[lost in web3 @lost_in_web3]

Bullpad has an interesting idea. Now it needs the adoption to match it.

The concept is there, the foundation is being built, and there’s definitely potential for something bigger if builders and users start showing up.

Now comes the important part:

Can Bullpad turn the idea into a platform people actually want to launch on - and create the momentum around it?

We've seen plenty of launchpads come and go.

Bullpad has a chance to be more than another attempt.

Now it needs to bring the idea to life. 🐂

Curious to see where this goes.
solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump @BullPadOfficial

[Fahvee 🎱 🐻⛓️ @fahveeeee]

Most launchpads stop at generating fees.

@BullPadOfficial takes a different approach.

35% of platform revenue goes back into the $ANSEM ecosystem through buybacks and holder airdrops.

More launches → more activity → more value flowing back.

[lost in web3 @lost_in_web3]

@fahveeeee @BullPadOfficial

[lost in web3 @lost_in_web3]

@fahveeeee try it out!

[lost in web3 @lost_in_web3]

Most launchpads have a simple model: projects launch, activity generates fees, and the story mostly ends there.

Bullpad is trying a different approach around solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump .

35% of platform revenue is allocated to solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump buybacks and airdrops for holders, while projects can also use solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump directly as their quote token.

That creates a pretty straightforward flywheel:

More launches → more activity → more revenue → buybacks + holder rewards → more utility for solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump → stronger ecosystem for future launches.

The interesting part isn't another launchpad existing.

It's whether Bullpad can prove that launch activity can feed value back into the ecosystem it was built around, rather than simply extracting fees from it.

If adoption follows, that model could get interesting.

@BullPadOfficial

[lost in web3 @lost_in_web3]

@bb8_crypto With elon rockets 😂

[lost in web3 @lost_in_web3]

It never stops being fascinating what a single Elon Musk post can do in crypto.

Elon posts a raccoon.

The market connects it to Jimothy.

And almost immediately, solana:Ge87EtsjwRQbHaqQmKRno69RFTwh9bfSsm99XNxTpump wakes up. 🦝

Whether the post had anything to do with Jimothy or not almost becomes irrelevant - attention alone can move a meme.

Now the interesting part is whether that attention lasts once the Elon effect fades.

Crypto remains completely normal.

[lost in web3 @lost_in_web3]

@_littlefavour When more elon posts 😂

[lost in web3 @lost_in_web3]

@lance__web3 no yet - can elon tweet more racoons please 🤣

[lost in web3 @lost_in_web3]

At least solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump is moving again.

After falling as low as $2.7M MC, solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump bounced to roughly $3.5M before sellers stepped back in.

We're now sitting around $3.2M

It's the first meaningful reaction after days of almost continuous bleeding - but the sell pressure clearly hasn't disappeared.

So the question is:

Was this the beginning of a reversal, or just a relief pump before the downtrend continues?

Either way, the next few days should be interesting.

@PlayKintara

[lost in web3 @lost_in_web3]

@jenxxi10 @DegenRandaL so nice and cute

[lost in web3 @lost_in_web3]

$KINS may be struggling, but Kintara clearly isn't slowing down.

Another major update shipped:

• New Dunes South realm — zero safe zones
• King Scorpia moved there
• New cosmetics & mounts
• Medium Scroll cosmetic drops
• New Hard Scroll source
• Scorpia rewards improved
• New pet + shop changes

Whatever the chart says, the team keeps shipping.

Now the question is whether that development eventually translates back into demand for $KINS

@PlayKintara

[lost in web3 @lost_in_web3]

@fahveeeee @EmblemVault @Jakegallen @chris_devv 2 Day streak is nice - i already spend all my free token on first day 🤣

[lost in web3 @lost_in_web3]

Turns out $5M wasn't the new solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump floor. Neither was $4 M.

A few days ago I asked whether the breakout could establish a new range.

We have the answer: not yet.

solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump is back around $3.5M MC, despite Kintara shipping Dunes, Gilding and multiple updates.

So I think the more important question now is:

What creates sustained demand for solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump itself?

Players need ~1K solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump to access the game, but beyond that, is there enough incentive to accumulate and hold significantly more?

Meanwhile, a lot of player spending seems to be directed toward in-game gold and assets rather than the token.

Maybe that's the missing link.

Staking?
Stronger holding incentives?
More sinks or utility tied directly to solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump?

And then there's still the unexplained 1% treasury allocation being used for something that can't be disclosed yet👀
Kintara clearly keeps building.

Now the token needs a reason to benefit from that growth too.

What would make you want to hold more solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump?

@PlayKintara

[lost in web3 @lost_in_web3]

Jimothy is back in the spotlight 🦝

July's Meme of the Month saw a quick market reaction, briefly pushing toward $9M before sellers stepped in again.

Now trading around $7M, the question is whether renewed attention can finally translate into a sustained recovery.

Can the little raccoon make a comeback?
Still, the little raccoon keeps finding ways back onto the timeline.

All eyes on solana:Ge87EtsjwRQbHaqQmKRno69RFTwh9bfSsm99XNxTpump

[Jimothy On SOL @JimothyOnSOL_]

You thought Jimothy was done?

What doesn’t kill Jimothy, only makes him stronger. 🦝

[lost in web3 @lost_in_web3]

Kintara moving 1% from the treasury isn't the most interesting part of this announcement.

This is:

“Some operational details need to remain confidential while they're being executed.”

NDA until execution is complete?

CEX? Market maker? Strategic deal? 👀

Obviously pure speculation at this point, but that wording doesn't sound like a routine treasury transfer.

Worth watching the public wallet from here.

@PlayKintara and solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump

[lost in web3 @lost_in_web3]

solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump finally broke out.
Holding the breakout is proving harder.

Yesterday I highlighted the $3.5M–$4M range and asked whether Kintara could finally escape it.

Hours later, solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump ran as high as $6.5M MC.

Sellers quickly stepped in, and we're now consolidating around $5 M.

The breakout itself is interesting, but the next few days matter more.

If $5M becomes support rather than resistance, the structure starts looking very different.

Can it hold?
@PlayKintara

[lost in web3 @lost_in_web3]

@fahveeeee @EmblemVault Emblem printing some nice numbers the last days

[lost in web3 @lost_in_web3]

The launch hype is fading.
The users aren't.

Emblem's daily launchpad volume has settled around $40–50k over the last three days...

At the same time, since July 30:

• Traders: 1,940 → 2,280 (+17.5%)
• Tokens launched: 49 → 73 (+49%)
• Graduated: 6 → 7
• Total volume: $750k → $882k

What metric would you watch most from here: volume, traders or graduations?

@EmblemVault