Tokenomics Wheel
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Tokenomics Wheel
It feels that token sales have nice potential again.
Legion $FUEL sale did x2-x4 depending where you sold (100% unlock)
Fjord $SUIDEPIN sale did x6-x8 (with 50% TGE unlock)
Fjord $HINT sale did x3 for any size (100% unlock)

Yes, it's time to deploy. Today applying for $SOON and $LAYER
- Soon link - buying SOONer tier NFT
- Solayer link - pass KYC and be ready for FCFS

Also trying to farm some Bera NFT WLs, Steady Bears WL worth 3k now

Corn and Enclave skipped on Legion, but got a feeling we'll see something interesing on Feb 3
Ongoing sales UPD.

Bought few SOON NFT - antifomo mode, expecting x3 in 3 months. Sale Link
Sale opened 2hrs ago and they raised 15.7M already, <35% room for investment

Bought some $OVL on Fjord - quickest hands on wild west. The 690k round was sold out in 30 seconds.

The next aim - get wl for Timeswap on Fjord. Also keepong eyes on Solayer.

DYOR anons
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Current state of the market

It's been some time since I posted anything here. We've switched from optimism to fear. But what the F is actually happening? I'll try to be a a ray of hope in dark times.

Macro

The US government have started firing orders and news just after the election. It brought a lot of uncertainty and big guys started to de-risk capital, including crypto. Crypto is one of higher risk assets with profits that could be fixed. Thus, minor correction is a normal thing. It's also good to close BTC CME gap and shake out week hands from the assets.

Memes and AI agents tokens big dump seems pretty logical retrospectively. Valuations were overpriced and when liquidity was sucked by $TRUMP and other tokens we saw a big crash. The game was to buy first and sell before others, when everyone started to sell without new liquidity we crashed -90+% for many gamble assets.

BUT, the big picture is looking bullish. State actors preparing for accumulation (or already accumulating). The reserves are a big thing, we will see a huge inflows, but we need to be patient. Big guys are accumulation while you sell. Look at long term holders supply here.

The lesson for us here is not to forget fixing profits on shitcoin rides into $BTC, $SOL and $ETH.

Ethereum and Solana

Ethereum and Solana are two only big ecosystems in crypto. I'm bullish both on $ETH and $SOL. Despite Ethereum mainnet activity is much lower now, it doesn't actually matter. The $ETH inflation is pretty low and if you're holding staked $ETH - there is 0 inflation.

I hear a lot that there are o Ethereum narratives. BUT, Ethereum is a narrative itself. It's the biggest eco in terms of usage, TVL, developers. products etc. Ethereum foundation started to work and focus on the price performance. Ethereum is money and is used everywhere, we need to be patient here as well. There are a lot of onchain and offchain metrics that indicate a growth, but I won't focus about them here. Source: trust me bro

Solana is huge as well. It's just different, they're doing a great job by onboarding devs and users, understanding users' needs and building products. ETF is a matter of time and the 85b FDV seems pretty low compared to undervalued $ETH and undervalued $BTC.

I'm betting on both and my gambles are only to get more $SOL and $ETH.

Gambles

Altcoin market is an educated casino as always been. Green market just improves the probabilities.

My strategy at the moment is to focus on sales and deep research alts. Most of sales performed OK-ish, some in profit, some in $ETH terms profit. I closed most of my alt positions already.

Market always gives some opportunities. At the moment playing with some Bera and Sonic eco projects. We need just to see new trends early and ride them. So max attention mode is on.

My hopes

Legion sales performed ok. I believe that there will be more nice opportunities. Pipeline seems really good, if they have reasonable terms - easy invests.

I'm waitnig for after 90 days unlocks in Bera. Expecting to get a few $BERA tokens to put into farms.

I'm still bullish on some earlier sales I participated - 0G nodes, $SOON Solana L2, $OVL from Fjord

In terms of farms I got Fragmetric ($SOL restaking), Kinto, some Dolomite tokens and Bera farms

The best thing to do rn is to get some rest, study and read this amazing thread in X.

DYOR anons
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Today's ape

Morpho SBT sale

Morpho is yet another L2 backed by DragonFly, Spartan etc. They are doing MegaETH-style sale of SBT NFTS where you get tokens for NFT. NFT cost is 0.3 $ETH, you purchase @ 500M FDV with 50% TGE unlock. Bought some for anti-fomo.

Recently they sold-out Black NFT with 5+x already. Twitter is stronk as well.

Code for sale: https://www.morphl2.io/sbt?referral=RLCpLc

PrivacyPools by 0xBOW

It's Tornado cash with some filtering for dirty crypto. They are incubated by https://numbergroup.xyz/ who have pro-token approach. Tornado had a token as well. Thus, locking few accs with 0.1 $ETH each

DYOR, anons
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I've started playing Football.fun - crypto fantasy game. It's super early, not a lot of players avalable. I've collected some basic 20 USD squad to see how it goes.

They had nice round, nice X followers, 5M in volumes already and player cap is constantly growing.

My ref - https://pro.football.fun/login/?referral_code=U1KYNCLPFX9

PS> A lot of staff happening ATM and I might come back with some more alpha soon

DYOR, anons
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GM!

I am participating in the PF Hackathon and launching MMM (https://x.com/MMM_FND) - a platform for TikTok marketing.

Follows appreciated, token - not recommended to buy before PF final results
Tokenomics Wheel pinned «GM! I am participating in the PF Hackathon and launching MMM (https://x.com/MMM_FND) - a platform for TikTok marketing. Follows appreciated, token - not recommended to buy before PF final results»