They did another raise on Legion at $45M USD FDV - breakeven yeah? Well, no. 24 months vesting ...

‼️ The most powerful ideas appear without being announced.$BTC did it$ETH did it🔸 @AlignerZ_Lbs is doing it with vesting.It measures commitmentA simple mechanic becoming a trust layer🔸Time and discipline speaking louder than marketingBeautiful to watch it. 💚 https://t.co/2BnrqXjXrv ...

I think @keoneHD made a valid point that @MaelstromFund past / present portcos that we advise and/or invested have big locked token supplies. My advice to founders is always get to 100% vested for the team and investors asap , ideally immediately.Then one of two things happens:1. The price nukes to close to zero, and stays there if there is no organic demand based on usage.2. Or the price dips and recovers because there is organic usage.I hope we have done our job as investors to only back projects that gen ...

RT Realms - The Home of Solana DAOs (@realmsdaos)Token streaming product is now live in Realms v2!Send from your treasury over time.Payroll, rewards, vesting, lockups.No more manual batches. Streamline your ops on Solana, the icm way.DAOs only for now, dedicated app for everyone coming soon! 👇 https://t.co/3kTxaeRRBm ...

aster's october 17 vesting unlocks 53.5m tokens monthly for 80 months. that's $91m sell pressure hitting a 160m token float. 33% monthly dilution on 2% of supply that actually trades. the 96% concentration in 4 wallets can hold through the pump but not through programmatic vesting ...

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]