DonAlt
Search documents
X @DonAlt
DonAlt· 2025-11-10 17:31
Tokenomics & Valuation - Monad's ICO is planned below the last VC raise valuation [1] - 7.5% of the token supply will be sold at a $2.5 billion Fully Diluted Valuation (FDV) [1] - 3% of the token supply is allocated for an airdrop [1] - 89.2% of the token supply is designated for the ecosystem, team, investors, and treasury [1] - Polymarket places a 52% chance of a $5 billion FDV after Token Generation Event (TGE) [1] Market Sentiment & VC Implications - The ICO's immediate availability contrasts with the years of holding required for VCs [1] - There is potential upset regarding the ICO terms, but the VCs from the last raise may have more reason to complain [1]
X @DonAlt
DonAlt· 2025-11-09 02:47
Trading Activity & Risk - The industry notes a trading loss in ZEC (Zcash) [1] - Excessive leverage was used in an attempt to recover losses [1] - The industry acknowledges the high-risk nature of leveraged trading [2] Market Sentiment - The industry expresses a sense of finality and acceptance of the outcome [1] - The industry reflects on the overall experience as "fun" despite the loss [1]
X @DonAlt
DonAlt· 2025-11-09 01:35
Thought this thread would be the perfect way to thank @_WOO_X for supporting Cred and my Youtube channelExcellent partners and an added bonus is that I'll forever look like a genius on their leaderboardStarting next year we will be working with other partnersBeen a pleasure https://t.co/gt1xaueyNF ...