Buidlpad's ability to take on projects is still top-notch.

@FalconStable has launched and is awaiting listing.

@MMTFinance is awaiting launch.

The next most promising one, in my opinion, is @SentientAGI, which is invested by Nomad Capital; the reasons have been analyzed before.

So, what are the common characteristics of the projects launched by Buidlpad?

I summarize them as follows:

1/ Mostly infrastructure-related

The reason is that infrastructure projects have a deeper moat; once a network effect is established, it is difficult to be replaced.

In contrast, application-layer projects may experience faster user growth, but the competition is fierce, and the lifecycle is uncertain. Meme coins are even more speculative, which does not align with the brand image that Buidlpad wants to establish.

2/ Valuation anchoring

The FDV of the projects launched by Buidlpad is generally around $300 million. This valuation range corresponds to the project stage of "product validation achieved, but not yet widely adopted."

In other words, Buidlpad prefers projects that have passed the product-market fit validation phase but have not yet entered the explosive growth phase.

3/ Endorsement by top VCs

The underlying logic is:

These VCs not only invest money but also help push the projects onto exchanges.

Brand endorsement reduces the due diligence costs for retail investors.

Next, let's see the performance of $FF.

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