Strange market tbh, privates are not very good, many rekt kols, rekt seed, rekt privates, teams raise a lot of funds on favourable vestings, after they raise, use funds in whatever way they want, they change terms drastically, change FDV into higher ones, smaller unlocks, even 0% unlock and 12m cliff ( no tokens 1 year).

Some do refunds but at ETH USD price when you sent, even if you worked all this period to help and eth is much higher.
Others say they have issues in company and refund 10%-20% or more.
Some accuse they were hacked and rug fully.
Not complaining, I know (we) know the risks-rewards just contemplating on current state of crypto.
We have BTC ETF approved money flowing in daily, very bullish.
We will have ETH ETF which will be approved in the next months, again bullish especially for Ethereum coins which will run much harder than ETH itself.
Most narratives are dead except Memecoins on few selected chains like Solana/Ethereum. RWA and DePIN doing nice also, GameFI is too much competition few do well so far. AI doing fine and will continue to do so imho.
NFTs are freaking dead except some Bitcoin ones.
Coins pump here and there very random and most of the times inside jobs.
Been in some bull markets and some bear markets but this one is a hybrid. Feels like we in bull and bear at the same time.

Imho is good to wait and buy quality projects and quality memes taking into consideration NEW MONEY -> NEW PROJECTS.
We are expecting USA to lower rates 3 times this year and start printing which will be bullish for markets. Elections also bullish since both Trump and Biden fight for each vote and in USA there are over 40 mil people that hold Crypto, they hate it but need their votes so laws imo will be favourable and not very aggressive.

My play moving forward is investing with care, focus on best quality and with teams/kols/friends that were in bear and proved they are trustworthy. I never seen such a PvP market like this before, literally old "friends" try to scam daily with diff projects. Saying NO is importantant and always remember not losing money is as important as making profits.

GM/GN love yall. ❤️

Binance is in their own tier still. Eager to see what "low-mid FDV projects" they will start listing. I feel those are the kind of projects we can buy and ride for a slow up only bull type of chart not these initial day 1 pump and slow rug type we got last 12m.

Launchpads are still so so. This is last 2years returns. In ape terminal take into consideration 2 projects raised a lot the average return ( one is $SAVM). Imo no 2 and no 3 are more consistent so far. I participated in Ape terminal projects and will pick what I like in the future as well but I like to be well diversified so I check from time to time most launchpads to see what I can pick. Never good idea to limit to just 1-2 pads, more = more opportunities.