104 Comments

Thanks for coming back just right in time ser🫡

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It is a pleasure to read a new article of yours, Cobie. You have been missed on Substack !

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You one of the few been talking about topics on low float/FDV on CT and TG for some few months now.. I appreciate all your writings too ser🫡 I learned a lot from you. Cobie returns clarify things more better now

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Thank you very much !

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the same goes for you Viktor, your articles on Substack or on your tg are always appreciated and helped me a lot in the past regarding understanding the market + not losing focus of the bigger picture. Guys like you or Cobie are a huge benefit for all of us and should be appreciated

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Great read, Cobie. Would love to hear your thoughts on pre-sale vs fair launches (not memecoins, but actual utility-based projects)? Pre-sales (essentially the new ICO) seem to have the same issues you're describing. We founded a web3 startup incubator called PROOF, assisting founders with their go-to-market strategy and token launch. We specialize in fair launches — either Stealth or Whitelist.

Whilst both launch methods can be viable for the project, we've found that our model works well for all stakeholders. Launches start at a very low mcap, giving early investors great ROI potential. Through our in-built investor community and network of KOLs, we're able to drive high volume, resourcing the team with an average of $500K in trading tax revenue within the first 30 days of trading, giving them the funds to execute on their vision.

For anyone interested to participate in high quality launches, that are vetted and KYC'd, where the audited smart contract is built in a way that makes it hard-rug-proof, you can be instantly alerted whenever a token goes live for trading, here: https://t.me/PROOFlaunches

For project founders looking to launch their token, you can apply to be incubated by PROOF, here: https://forms.gle/2dRBENhqdWAg2aPQ6

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Stay with us, we need people like you 🍒❤️

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May 19·edited May 19

Interesting, ty for contributing. So, Bullish unlocks for ENA imo. Ngl.

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This post should be available in a podcast format for us who can't read. Possibly paired with a likeable middle-aged co-host who can show the data while you use your natural smarts to give the take.

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The man, the myth, the legend!...Would be interested to hear your thoughts on Bitcoin season 2 aka Ordinals/Runes

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I'm hearing unicorn solves this by endlessly airdropping and never going to mainnet. This true?

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Cobie is back!

Great read, learnt a lot from the times I wasn't around

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Great explanation of the current state of private crypto markets. Definitely helped me understand the bigger picture and what's happening behind the curtain more. Thanks for your insights cobie :>

PS when is uponly coming back? I miss that shit

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UpOnly, !wen

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Great article. I finally understand private market dynamic why MONAD is selling at 3b FDV in private market and that low floats are bad thing.

Keep this up looking forward to ur part 2 and uponly as always

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Alex Becker and Emilio Trades pushing those! Monad what a great name and alluring concept in a market lacking quality, small market cap AI/DePin offerings. But yeah the VCs and insiders are taking the entire pie for themselves leaving noting for an organic, vested community!

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Very insightful. This makes so much sense on us moving closer to the origin on xsin(x)

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The alpha that most people fade🔥

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so the TLDR- Taylor Swift is buying crypto?

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Thanks a lot Cobie.

This is really funny for us because we have bootstrapped a project and want to go to market with an FDV of just 250,000. While we have great feedback from two launchpads, a couple of VCs we are friendly with were just disgusted by how little liquidity we wanted to begin with. So, they wrote off the tech (which is first mover) based on the illiquidity they see in our tokenomics, which is high float low FDV - by design.

We’re going for it anyway! You have just further emboldened us to try to show the industry that everyone can benefit from a protocols success.

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“want to go to market…FDV of just 250,000…VCs…were just disgusted”

Appears to be an industry racket bcz of the exorbitant listing fees to get on a top-tier CEX. I personally refuse to go through the hassle/risk of completing KYC on the numerous mid-tier and smaller CEXs. As well, I have no interest in setting up Metamask and using Uniswap. DEX needs to be a lot easier (i.e. nothing to install, no techy hurdles), if want to entice most people.

https://forum.zenon.org/t/cex-fundraiser-open-until-may-3rd-2024/1860

https://listing.help/how-much-does-it-cost-to-list-coins-on-an-exchange-in-2024/

https://p2pb2b.com/blog/how-much-are-the-fees-when-the-largest-crypto-exchanges-list-your-token/

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Hey Cliff, I run a web3 startup incubator, helping founders with their go-to-market strategy and token launch. We do fair launches, not pre-sales, and our projects bring in an average of $500K in trading tax revenue within the first 30 days of trading. Would welcome you to apply: https://forms.gle/2dRBENhqdWAg2aPQ6

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Kudos to you sir, great article

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