
Yuyue|May 14, 2025 06:35
4/295/4
Why did you continue to buy Launchcoin for the second time? To a large extent, it is because the meme emitted on Boop has been cut
-The core logic is the middle paragraph 2 ️⃣ 100 pieces of 1 M are much easier than 1 piece of 100M - no need for Dragon One
——Think about it, when we buy tokens on Letsbonk and Boop, they are basically related to "this is strongly associated with bonkguy" and "this interacts with dingling". Moreover, the degree of centralization is difficult to break away from in the short term, and it will instead constrain the platform's upper limit. The initial traffic is good or bad... This is completely different from the current strategy of new platforms on the market... If @ masternak can bring in an AI founder who can handle the market and come up with ideas, then he is essentially mining the new era DK (Luna founder) Bole, and perhaps only this decentralized traffic can open up the ceiling of tokens on the platform. Platform coins are fed back by revenue and Golden Dog revenue, rather than platform coins creating the upper limit of tokens on the platform
Launchpad, Ultimately, it is used for launching projects and requires effective support for the platform's logic through revenue. People believe that Pumpfun is amazing not because Pumpfun has issued coins, but because it has unified the measurement system, allowing all gold dogs to come from its platform
At that time, I also knew that this idea was a slow cool, which may not be fully validated by the market, but rather a true first tier investment mindset that directly purchased his platform coins with only 6M FDV. Compared to other launch pads, especially the 500M Boop that just came out, 6M undoubtedly has nearly a hundred times more room for improvement. There is a clear value benchmark, this is a value valley
Since then, Launchcoin has been washed up to 2 million at one point
5/4 tweet link:
https://((((x.com))))/yuyue_chris/status/1918821240028205271
The new narrative that Solana's core circle and European and American circles want to lead in the Internet capital market has emerged
-At this point, from the perspective of platform coins, my first concern is still 'DUPE has gone to 20M+Big Fly'
-So I emphasized his platform revenue logic again: 'This target is highly cost-effective because it is a Launchpad with a current FDV of only 6M - already popular in the crypto industry, incubated and supported by Alliance DAO @ Alliance DAO, and where the founder can bring high-quality AI founder resources in.'
While posting, I also noticed that Solana's core figure @ rajgokal, one of Solana's co founders, Solana Labs COO, and version guru @ himgajria in the AI craze are all discussing the concept of Internet capital market
BTC has returned to 100000, but the market is lifeless, and altcoins are undergoing meaningless and fundamental price increases. This market undoubtedly needs new narratives, new concepts, and new words
At that time, I realized that this new term and concept might be the new narrative that Solana's core circle and the European and American circles wanted to lead, exploring decentralized fundraising and the on chain listing of real equity and assets. It was similar to the RWA I mentioned in recent months and the previous top article "Making Opportunity Fairness Happen on the Chain: AI Agents Bring Chain Narrative Transformation, Discourse Power Transfer, Positive Industry Changes, and Enlightenment of Primary Market Investment". Therefore, I even told Lizhuang that when I broke through 20M, I added a stroke of inspiration
At that time, Launchcoin was 22M, and the concept of Internet capital market had just emerged, so this was still a value depression
5/12 tweet link
https://((((x.com))))/yuyue_chris/status/1921673165056708707
When the new narrative arrives, be the first to believe, the cryptocurrency industry needs dream makers
-This new platform @ believe app is a decentralized YC incubator, this version of ai16z
-The experience of cloning, the predecessor of the product made by @ masternak, was not very good, which led to a bias against believe. However, the founder does not have to be responsible for issuing a new platform coin for the previous old coin. While constantly exploring new directions through pivot, they can still insist on exchanging old coins for new coins. This shows that they are not the type of people who want to run after making a lot of money
While being biased against Launchcoin, don't forget that Virtual @ virtualis_io has also transformed from Pathdao, a blockchain gaming guild, to the current leader in AI Agent Launchpad. The market should recommend those who persist, rather than those who constantly release new plates after old projects have slipped away
I also had contact with @ otherempt0 in the early days of Virtual, but by chance, I missed it. Before the arrival of AI fever, no one thought that the FDV 15M could reach the current 2B level
When the new narrative arrives, being the first to believe, the cryptocurrency industry needs dream makers. The current rise is more based on optimism about the overall market situation and optimism about new narratives and emotions. Of course, you can also say that I am blindly FOMO, but I have a cost advantage that is already dozens of times greater. When sharing logic and project updates, the buy button is in your own hands
At that time, the price was less than 100M. Whether it was a low value area or not requires imagination to judge
5/13 tweet link
https://((((x.com))))/yuyue_chris/status/1922197239168172544
In recent days, I have also mentioned in my tweets what I need for the @ Believeapp platform, new platform, and other related thoughts. When the entire path of the outbreak of Launchcoin has clear signals and logic, the new narrative created is a kind of conspiracy. Because even if I don't know @ alliancedao and the core circles in Europe and America, I can still capture a hundredfold at a low level through clues, grasp the logic of assets and revenue, and buy in the value trough
Anyway, investing is buying low and selling high
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