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wale.moca 🐳· 2025-07-22 20:58
RT The Wale Show (@thewaleshow)This Friday, set your reminders below https://t.co/9MMs6Q3jQr ...
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wale.moca 🐳· 2025-07-22 17:53
Web3 Onboarding & Adoption - InfoFi has successfully onboarded a significant number of individuals to Web3 and CT [1] - InfoFi's "make money as a newbie" element attracts newcomers, surpassing established areas with higher entry barriers [1] Investment & Profitability - Compared to memecoins, InfoFi offers a higher likelihood of profitability [2] - The retention rate from the InfoFi trend is expected to be better than that of memecoins [2] Platform & Longevity - Individuals are actively building platforms within InfoFi, indicating potential for long-term sustainability [3]
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wale.moca 🐳· 2025-07-22 14:32
He never looked at me the same ever since ETH dropped below $1k USD in 2022 ...
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wale.moca 🐳· 2025-07-22 14:28
About four years years ago, at the height of my first real crypto cycle, my dad bought $40,000 USD worth of ETH at $4.2k USD each after I told him that I believed the price would go to $10k USD.It didn't.Since then, every few months he would ask me what the ETH price was and remind me to sell everything as soon as we broke even.This week's call was different, I told him ETH was up 60% this month, getting close to his magical $4.2k USD number, he said he already knew.Instead of reminding me (as usual) to sel ...
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wale.moca 🐳· 2025-07-22 11:51
Seeing a lot of "new" creators doing really well this year.By far the most interesting thing for me as an observer is to see how new people emerge every market cycle while others disappear.The main advantage that new people/creators have is that they are often more hungry, are willing to put in more work or are simply more in touch with the timeline.Very few survive multiple market cycles and remain relevant or even grow ...
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wale.moca 🐳· 2025-07-22 06:52
Deal Terms & Valuation Concerns - Espresso 融资 400 million 美元估值,融资 4 million 美元,估值过高 [1] - Vesting 周期过长,TGE 无解锁,12 个月 cliff,之后 50% 解锁,剩余 50% 在之后 12 个月解锁,总计 24 个月完全解锁 [1] - A 轮和 B 轮融资估值未公开,已融资总额 60 million 美元,专家估计 B 轮后估值低于 180 million 美元 [2] - 期望 Espresso 在 12 个月内交易价格达到 800 million 美元以上才能实现盈亏平衡,风险较高 [2] Transparency & Launchpad Strategy - Kaito Capital Launchpad 应该提供更具吸引力的条款(估值和 vesting),小规模融资但条款优惠 [3] - 需要完全透明地披露过往融资轮次及其估值、其他利益相关者的 vesting 情况,以便非 VC 专家做出明智的决定 [3] - Capital Launchpad 的理念很好,潜力巨大,但 launchpad 的质量取决于其为参与者提供的交易 [3] Overall Sentiment - 对此交易并不信服 [4]
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wale.moca 🐳· 2025-07-22 06:20
Gm, it's a great day for a great day https://t.co/WMklkHP7hI ...
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wale.moca 🐳· 2025-07-22 05:35
RT threadguy (@notthreadguy)stream tomorrow 130pm pstGUEST LIST2pm: @benzion_b (WOMBO)230pm: @waleswoosh (nft gcr)3pm: @0xRiver8 (ref link gcr)live everyday this weekhttps://t.co/lcLhHOhmWF ...