ApiClaude
332 subscribers
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2 videos
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Looks like new gem

https://x.com/thesendcoin

Degen Farcaster on Solana
Keeping my eyes on it
Hi bros

A selection of fresh projects from June 25 - July 1

https://x.com/twindoges/status/1808038393143873588
Funny scam project (boring market now)

https://thelayertwo.com/
https://x.com/Layer2Token

Blast copy
mockery l2
bulling Points
mockery VC

You deposit funds and then get a $L2 token
There ref links and leaderboard.

It is possible to deposit
Sol
ETH
USDC sol
USDC eth

I deposited a little bit, liked the trough
High risk, could be scam, but done well

Invites
GB5W0Q
D70IKJ
VLG1R5
5ZLBEQ
HO4X6M
3UBZKB
X5X5ZJ
WEG0DU
2YVBV2
TSW6CI
A fresh selection of projects from July 2-6

https://x.com/twindoges/status/1809487484017078666

There may be a bitcoin ecosystem narrative again
And a fresh ecosystem from the CBRC-20 funder of the Openbtc standard is being built.

It will be something like native l2, I don't understand exactly how it will work yet, I'm waiting for the docs, but they already showed a scanner with trans, contracts, etc.

The most interesting thing is that they are already forking the most popular things like lendings, perps, pumpfan and other things to have something to do at once

Looks like a gem
Some Alpha

https://x.com/gamecoinxyz/status/1810690379236495583

4 vc members are following (last 24h)
Wang from Paradigm
AllianceDAO
Rok and Gbv capital

Hold it on
A fresh selection of projects from July 13-18

https://x.com/twindoges/status/1814181800685777112
Big Tread Part 1/2
Projects of the past cycle (3-4 years) are no longer just startups and it's time to evaluate them as companies

So Looked into the Financials of the β€œStars” of the last bull run

Highlighted the most important metrics (active users, revenues, treasury and trends over 3-4 years and last 3 quarters)

Also ranked projects by metric.
- Annualized P/F ratio (Fully diluted market cap / annualized fees) change dynamics
- Annualized P/S ratio (Fully diluted market cap / annualized revenues)

Traditional markets use similar ratios to evaluate companies before buying shares.
These ratios are compared within the same sector to arrive at an undervalued company relative to others in its sector.

I have also added my subjective investment attractiveness rating

https://x.com/twindoges/status/1816007359036362829
https://vxtwitter.com/twindoges/status/1816007359036362829
ApiClaude pinned Β«Big Tread Part 1/2 Projects of the past cycle (3-4 years) are no longer just startups and it's time to evaluate them as companies So Looked into the Financials of the β€œStars” of the last bull run Highlighted the most important metrics (active users, revenues…»
Gm to the survivors
Last limits of orders triggered for ETH purchases

I didn't expect that there would be such pressure on this particular asset

Such large Gaps will fill up sooner or later