RT Pink Brains (@PinkBrains_io)Most retail has gotten used to farming airdrops, joining CEX launchpads, or buying at TGE (and getting dumped after).But crypto ICOs are heating up again with new opportunities to be "early".Here are 4 notable community sales to consider in August 🧠🧵 https://t.co/B9ugvRSiTS ...

Regulatory Developments - SEC Chairman launches Project Crypto initiative [1] - Initiative potentially greenlights ICOs (Initial Coin Offerings) [1] Market Impact - News source is CMC News (likely Crypto Market Cap News or similar) [1]

IPO Market Analysis - The IPO market may not be structurally underpriced due to competitive book-building processes and client choice among investment banks [1] - Early shareholders seek risk aversion and diversification through IPOs, necessitating a risk transfer discount for trades [1] - Concept stocks often rely on positive price charts for marketing, as a decline from day one could lead to litigation [2] - Companies with strong cash flows and secretive moats may avoid going public, signaling a belief in higher valuation through community ownership and wealth effect [2] - IPOs share similarities with ICOs, with success often driven by positive sentiment and price charts, potentially leading to product-market fit [3]

Regulatory Developments - SEC Chair Paul Atkins unveils Project Crypto, potentially greenlighting ICOs, airdrops, and more [1]

Market Trends - The industry observes a cyclical pattern of speculative trends: ICOs -> NFTs -> VC vapor coins -> memecoins -> ??? [1] - The industry anticipates the emergence of a new speculative "shiny new toy" [1] - Early identification of these trends is crucial for success, mirroring previous meta cycles [1] Investment Strategy - The industry dismisses the notion of treasury companies as the next speculative trend [1] - The industry emphasizes the importance of catching trends early to "win the game" [1]