Theo

Bumping this for anyone looking to get ahead in the Zora meta

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

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…

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…

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…

$KAITO network emissions continue to be deflationary due to buybacks Network keeps printing revenues and that's only going to accelerate as products scale and expand (eg Launchpad) Best time to scoop up $KAITO is now when nobody is watching

Can't get my head around the fact total Alt-Mcap, excl BTC, ETH and stables is still 22% below the Nov-21 ATH That's AFTER all the sh*tters that were launched on numerous launchpads Waiting for a breakout

$ZORA is on a such a mad run, defending >50cts I understand the initial hype around @baseapp integration Zora chain performance does not back up the continuous PA with traction tho: All underlying KPIs haven't sustained the initial uptick Next step for price action?

Managed DeFi category clearly standing out as the one that solves the biggest pain point for many users Onboarding the next billion users. And excited to see @ipor_io being in there 🥳

Nobody: Bob Ross:

One word: $BID

Explaining the lack of Altszn in one chart: Russell 2000 vs ETH Makes sense that Alts only perform if US consumers have money in their pocket. Russell 2000 - representing US mid-sized Cos - seem to struggle. Hence no bid for anything other than BTC Russell 2000 a good signal?