@TheoriqAI ICO is 39x oversubscribed on Kaito's new launchpad Circle was 'only' 25x oversub'ed Guess that means $Theoriq will shoot to $500m FDV upon TGE . Fingers crossed I get my allo 🤞

3x in 60mins (and it's only starting) That's the magic of @MetaDAOProject ICOs $OMFG is the ticker; @omnipair the handle

Big congrats to @omnipair @rakka_sol !! 2nd launch on the @MetaDAOProject launchpad (aka non-ruggable ICOs) Real work starts now but w/ $1.1m in the bank + growing community, $OMFG is on the right track

Growth of DATs knows no limits: Next up is $SUI Basically comes down to who are the best capital allocator/FinOps manager, cheapest access to credit. Hardly any operational or execution risk involved. Feels like the Inv Banks should just repackage these assets into "asset backed securities" (*they make nice fees from equity issuance, no doubt*). Honestly not much point for equity investors to pay a mgmt fee to some folks just to take out bankers for dinner

Rmber $LUSH? Fair launch in early '24 Turns out team has been actively building. Token is recovering from totally bombed out levels. $7m mcap / $22m FDV Biggest mental hurdle for me was "Web2 competition" for this kind of tech. There's nothing investable from Web2 that lets you express a view on Virtual KOLs/OFs, tho. No alternative available. $LUSH is ur best shot at this $LUSH at these levels is a highly asymmetrical bet on: AI narrative coming back to crypto, team executing, re-rating of valuation LUSH Agency demo:

Clean break of $NOICE slicing thru $0.0002 Several factors supporting PA from here: - Zora integration - Devs working on v.2 - Market cap of $16m - #1 spot during the BaseWeek pitch competition - Dumping pressure has cleared There's much more happening behind the scenes

$NOICE is the most obvious 50x from here Symbiotic effects with $ZORA are insane and it'll piggy-back off Zora's mindshare and adoption

This is a massive catalyst for both $NOICE & $ZORA Creator coins get more utility More peops will use Noiceapp to tip More usage means more fees (ultimately) Mad flywheel for both Apps $NOICE at $10m mcap / $18m FDV is a bargain

$SEND (@suilendprotocol) can do a 5x from here and it still would sit at the lower end vs the peer group 5x => $250m FDV That’s a 25x FDV/Rev multiple For a high growth protocol , that would still be cheap Comps (FDV/Rev): EUL: 65x Aave: 34x KMNO: 24x

Simple inv math for $SEND (Suilend) Mcap/FDV: $37m/$52m Annualised Fees & Revs: $28m & 10m Mcap/FDV-multiples to... Fees: 1.3x / 1.85x Revs: 3.7x / 5.2 Cumulative (=realised) Fees of $19m & Revs of $9.6m => Signals high income quality. Annualised income not driven by one-off gains Comps (FDV/Rev): EUL: 65x Aave: 34x KMNO: 24x What am I missing about $SEND? What's wrong with the valuation?