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wale.moca 🐳
Big Web3 guy 🌐 | Doing research at @Azuki 🔬 | @moca_network | For business: @R3ACHNTWRK
We still have a lot of really big airdrops this year, pretty wild when you think about it:
- Opensea (airdrop speculation for later this year).
- Abstract (Luca has teased TGE for Q4 in the past).
- Kaito (*if* there is a second airdrop, it will probably be before the end of the year)
- Kaito ecosystem (42 pre-TGE projetcs currently listed on Kaito, majority to TGE this year).
- Monad (launch pretty sure in Q4).
- Polymarket (potentially).
And - in theory - you can get exposure to all of them with little capital
2,83K
The common ground of most metas we've seen over the years is that they come with the simple promise that you can "make it" from zero.
Memecoins, InfoFi, even NFTs were so attractive to new entrants because they had this (often unrealistic) promise of quick profits.
So when you're thinking about what's next, look for things that have this element to them
21,18K
Few people who weren't around in 2022 know the ENS lore.
There was a time when everyone was crazy about ENS domains.
3-digit domains (called the "999 Club") sold for 20 ETH+.
4-digit domains ("10k Club") were selling for 2 ETH+.
Then it got crazy, people were buying 5-digit domains for hundreds of dollars.
They invented different kinds of numbers, added letters to them and traded emoji domains.
Bull case being that everyone would want one of these for their onchain identity.
That was the peak and a few months later it was over.
A bubble within a bubble.
The problem then was that many short ENS are expensive to renew, so many simply let their once-expensive domains expire.
Still, the concept behind ENS (you can basically set a domain to your wallet addy, so instead of sending funds to 0xd8F... you can send to wale.eth) is still very relevant imo.
Not sure if digits will ever make a comeback tho
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I took some profits here.
If this is your first cycle, you need to master two things:
1) Not to panic on dips.
2) Not getting too hyped on pumps.
I always ask myself, "is this a price at which I would consider buying more?"
If the answer is no, I take some chips off the table.
Still having good exposure tho, because the one thing that is more painful than 1) and 2) combined is being completely sidelined while the market is euphoric
92,47K
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