
NekoZ|Aug 12, 2025 08:21
My thought process on @Lingocoins and why I'm bullish long term.
Altseason signals are flashing again. M2’s up. BTC’s hitting new highs. And retail is starting to pay attention.
Its time to start looking at the big picture, what projects are actually valuable?
Let's dive in:
Rate cuts are on the table after the FOMC and BTC is breaking into price discovery. Historically the trigger for altcoin rotations. BUT liquidity is dry, cycled between memes and project with no intrinsic value, here's my thoughts:
We need consumer crypto. Consumer-facing projects tend to lead to early flows. As crypto hits the mainstream again, onboarding web2 to web3 is one of the key sources of new liquidity.
Im looking for:
Oversold charts, big backers, strong narrative and proven teams.
So far there's one main leader that piqued my interest again.
My thou leans into that trend. Rewarding users for engagement and making onboarding simple. You’re buying a live platform, active user base, and upside potential at near book value.
- 1.5M ecosystem revenue
- 30K+ real-world rewards
- 400k+ users in previous socialfi campaign
Undervalued relative to assets, LINGO holds 12M in treasury. Its market cap? Roughly 8M. So you’re buying 12M in assets, getting the working product + user base UNDER what it's worth.
One of the cleanest asymmetric bets. Down from ATH of $65m~ I’m putting my confidence in the RWA narrative that the LINGO team delivers and sends the project back to the highs.(NekoZ)
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