Tokenomics & Investment Strategy - Concerns raised about locking tokens for a year at a $300 million USD Fully Diluted Valuation (FDV) entry, questioning the long-term benefit for investors [1] - The industry faces a challenge where few investors hold tokens with conviction for more than a few weeks [1] Market Sentiment & Volatility - The market currently lacks long-term conviction, with investors often seeking short-term gains over days or weeks [1] - Locked Initial Coin Offerings (ICOs) highlight the issue of short-term mindset prevalent in the current market cycle [1]

Okay so I'm not a fan of the Infinex ICO.People can get in at $300M USD FDV if they lock their tokens up for a year.Locking up anything for such a period at this type of valuation is a gamble at best.Or at $1B USD with instant unlock, but with limited upside (if any).Now here's the thing:Their Infinex Patrons NFTs currently imply a FDV of $545M USD *but* are highly illiquid.So in theory you get in at a 40% discount (I'm being very very generous here) but you only get your tokens in 12 months.Look at the rec ...

Gm happy Fridayy https://t.co/iREFiIoizp ...

Good night ...

A good example of something I think many people get wrong on CT when trying to build an audience.When you see something that works, don't copy the concept 1:1, that's lazy and doesn't help.Understand *why* it works, and adapt it to your skills and interests.I saw this back in the day with threads when @PixOnChain took off and everyone copied his opening lines and writing style.I see it now to an extent with Atns and his art.The juice is not in copying the concept, it's in understanding the dynamics behind i ...

RT david 🔛⛓️ (@davidonchainx)It's not pronounced "whale"It's pronounced "wall-e" https://t.co/D2xYu6PW5m ...

Funding & Investment - DWF Labs launches a $75 million USD fund to boost DeFi innovation [1][2] - The fund targets perp DEXs, money markets, and yield protocols [1][2] - Capital allocation and strategic support will be provided to innovators [1] Technology & Blockchain - Focus is on DeFi projects across four chains: Ethereum (ETH), Base, BNB Chain, and Solana (SOL) [1][2] Market Strategy - DWF Labs aims to provide liquidity and market making support [1][2] - The initiative seeks to fund builders regardless of market conditions [1]

Market Sentiment - Polymarket indicates a 26% probability of Vooi opening with a Fully Diluted Valuation (FDV) exceeding $300 million USD [1] - The highest trading volume is observed in the $500 million USD FDV market [1] - Polymarket traders tend to be conservative in FDV predictions [1] - The listing of $VOOI suggests high anticipation for its launch, making odds tracking a useful sentiment gauge before Token Generation Event (TGE) [1] Fundraising - Vooi completed its Initial Coin Offering (ICO) with significant oversubscription [1]

https://t.co/bAJj01W4vJ ...

Live w/ Sharbel https://t.co/roYHxB2WRD ...