Governance proposal discussion was posted on the forum
https://t.co/M0Bjh1n0ti
I encourage everyone running Mainnet sequencer to signal the proposal:
-H 'Content-Type: application/json'
-d '{
"jsonrpc":"2.0",
"method":"nodeAdmin_setConfig",
"params":[{"governanceProposerPayload":"0x3e1898cBb16388f6A433153f1B4B2A8b9c07f158"}],
"id":1
}'
Reminder: according to the proposal every genesis sequencer will receive a significant portion of tokens
@nansen_ai@Nethermind@sigp_io@P2Pvalidator@clairekart@aztecnetwork@Zac_Aztec@stakedeve@savio_sou@bajpaiharsh244
We drafted a conservative $AZTEC contributor distribution: builders stay funded and community, operators, testnet contributors get rewarded long-term. (not airdrop, but grants for verified contributors)
Small allocation: ~0.37% unlocked after 1-mo cliff; ~2% fully vested over 12 months.
Open to feedback
If @aztecnetwork is really decentralized, why not ratify it on https://t.co/0qR4ykw1fv? Let’s see what holders think @clairekart@Zac_Aztec@savio_sou@arnaudschenk@aztecFND@Koenmtb1@stakedeve@Amin_3X@alejoamiras@punk6052@bajpaiharsh244
We drafted a conservative $AZTEC contributor distribution: builders stay funded and community, operators, testnet contributors get rewarded long-term. (not airdrop, but grants for verified contributors)
Small allocation: ~0.37% unlocked after 1-mo cliff; ~2% fully vested over 12 months.
Open to feedback
If @aztecnetwork is really decentralized, why not ratify it on https://t.co/0qR4ykw1fv? Let’s see what holders think @clairekart@Zac_Aztec@savio_sou@arnaudschenk@aztecFND@Koenmtb1@stakedeve@Amin_3X@alejoamiras@punk6052@bajpaiharsh244
Some of the Aztec FDV bets on Polymarket look quite undervalued to me. My take:
- Privacy is likely the next narrative this cycle
- Final clearing price was around a $470M FDV
- Team raised roughly $170M total from VCs and public
- Zcash is still at $6.6B FDV
- TGE potentially in ~1 month if the Feb 10 vote passes
Zama premarket is sitting around a $1.3B FDV on Binance
Trusted sources say the tech is some of the best out there compared to existing privacy solutions
At these levels, 1 OG NFT is about $4.8k
$MEGA was added to the Coinbase roadmap yesterday
TGE likely in the next 2–3 weeks
For ICO bros, this should be around 2x
For reference, BREV launched 17 days after its Coinbase roadmap post
Backpack Season 4 farming ends on Jan 30. It’s confirmed to be the very last season
Mad Lads pumped 50% last week
TGE in February?
P.S
Total points supply is 423M
If even 20% goes to the exchange community at a $2B FDV, thats around $0.90 per point
Looks like the vote to deploy up to $130M to support USD1 is ending in 1 hour
78% in favor so far - could be good for USD1 trenches and SOL onchain volumes
https://t.co/bXNx5nfgSk
$ZAMA ICO is getting close.
OG NFT mint goes live in 1 day on
https://t.co/3qMDJrB1F9
Each NFT gives a $200 allocation at a $55M FDV
Public sale will be run as an auction
I expect > $800M FDV at launch,
That’s roughly a 15x, or about $3k per NFT
The team already raised $150M at a $1B valuation
Privacy is shaping up to be one of the next big narratives, imo
Could also be a solid trade on launch or on polymarket
Timeline
Jan 5 – NFT claim and sale registration
Jan 12–15 – Bidding period
Jan 16–19 – Allocation
Jan 20 – Refund claims