Crypto Asset Issuance Evolution - Crypto asset issuance is becoming cheaper and easier with each cycle [1] - Initially, Bitcoin mining required PCs, but now demands costly mining machines [1] - Bitcoin forks, like Ethereum and Litecoin, needed PoW machines and maintenance expertise [1] - ERC20 tokens lowered launch costs but still required smart contract knowledge [1] Token Launch Platforms - Platforms like Pump Fun enable super cheap and easy standardized token launches [2] - On-chain price discovery eliminates the need for CEX listings [2] Market Impact - Exponential token growth is observed [2] - There's a scarcity of truly attractive tokens available for purchase [2]

Kaito's Impact on KOL Marketing - Kaito enhances, rather than replaces, KOL agencies, improving their effectiveness [1] - Kaito provides two key advantages: increased incentives for KOLs and more transparent performance tracking [1] - Campaigns using Kaito saw increased KOL motivation due to extra rewards, leading to benefits for the project [1] - Kaito and similar ranking tools facilitate the identification of high-value KOLs and the filtering out of low-effort contributors [1] Campaign Performance & Evaluation - A recent campaign reached over 440 thousand impressions while a Kaito Earn campaign was also active [1] - Kaito helps evaluate campaign results more easily, a process previously done manually [2] - Smaller influencers often follow the lead of top KOLs, contributing to a more organic spread of the narrative [2] Trust & Campaign Design - Projects using Kaito should distribute rewards fairly, and KOLs are more protected when working with trusted agencies [2] - Pink Brains works with proven and trustworthy projects to safeguard creators' work and reputation [3] - CT KOL marketing needs better-designed campaigns, starting with strong KOLs through agencies and using Kaito to distribute attention [3]

DAO Governance & Voting - LayerZero's fee switch activation vote failed despite 95%+ approval due to quorum failure [1] - Only 13% of the required quorum was reached in the vote [1] - The next DAO vote on the fee switch is scheduled in 6 months [1] - The industry suggests voting apathy poses a challenge to DAOs, favoring Web2-like managed structures [1] - LayerZero lacks a forum for proposal discussions and a delegate program [2] LayerZero Prioritization - The industry indicates that the DAO might not be a priority for LayerZero [2]

RT Ignas | DeFi (@DefiIgnas)What's the upside for L2 tokens?Fee sharing?Even if they turned on fee sharing, it's not much:Arbitrum made $19.5m in fees in a year. Optimism $18.3m.zkSync just $1.3m and Starknet $600k.This Price(FDV)-to-Fees ratio puts Arbitrum at 137.8x, and Optimism at 205.7xStarknet - 4204xIn context, TSLA trades at 187x P/E ratio so Arbitrum might even look cheap.But Tesla is an exception. S&P500 trades at ~ 29x the earnings.This makes L2 tokens overvalued by a lot. Unless we expect their ...

L2 Token Valuation - L2 tokens may be overvalued unless adoption and fees increase significantly [2] - Arbitrum's Price(FDV)-to-Fees ratio is 1378x, Optimism's is 2057x, Starknet's is 4204x [1] - Arbitrum generated $195 million in fees in a year, Optimism $183 million, zkSync $13 million, and Starknet $600 thousand [1] Token Utility and Governance - Projects issue tokens to bootstrap adoption and raise capital [2][5] - Hoarding tokens provides voting power, but projects like @lobbyfinance make bribing relatively inexpensive [2] - One user spent 5 ETH (~$10 thousand) on Lobby to acquire 193 million ARB (~$65 million) voting power [2] L2 Landscape and Investment Strategy - The goal is to attract sticky liquidity and outcompete other L2s [3] - Liquidity may concentrate in the top 20% of L2s, implying a need to wait for clear winners [3] - New L2 launches with tokens, like $INK, may prolong the emergence of clear winners [3][4] - The L2 sector is described as a "cursed sector to invest" [4]

Just claimed a fat Stimmy from @Moonberg_ai.Didn't even know I was on the list.You probably are too ●● ...

It can't be liquid 10kMust be a catch somewhere. Pls share alpha lol ...

Yet another casual 10k airdrop for yapping.Never heard of it but great project if it's actually gonna be liquid $10k. https://t.co/XvHwWNi8zuIgnas | DeFi (@DefiIgnas):Just a casual $15k airdrop for yapping.I love crypto.And, obviously, a good coin $NEWT https://t.co/Dy5GhAPtb9 ...

Liked by Polymarket https://t.co/YxFXSsliO8 ...

Airdrop Opportunity - Polymarket 的 $POLY 可能成为下一个最佳空投项目 [1]