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zkMike
livin' life // @interndao
This is at a inflection point where the bubble really starts to go
16.7. klo 22.45
These treasury co things giving me ICO flashbacks
2,41K
zkMike kirjasi uudelleen
This is how the alt treasury company scheme works :
> Company ABC trades on Nasdaq at $10M mcap, with a share price of $10
> The company "raises" $100M from investors/VCs at its current $10 mkt price
> These investors hold almost all of the company as a consequence
> The company acquires $100M of an altcoin to become a treasury company (most scammy scenario is when the investors are the ones "selling" their locked tokens to the company)
> mNAV is close to 1x when this deal is done privately
> The deal is announced publicly
> Retail can start aping into the shares of this company
> The share price quickly goes from $10 to $30 because of the announcement
> All early investors are sitting in a risk-free entry at $10 (risk-free because it's almost backed 1-to-1 by the altcoin treasury)
> The next wave of retail starts buying at $30 minimum, ie 3x mNAV+
> 3 months later, the shares of the initial investors are unlocked, and the most mercenary ones will dump ruthlessly, and repeat the scheme with as many companies as possible
Some people have understood that it's a guaranteed-profit loop that they can rinse and repeat as long as the market still pumps the new altcoin treasury names.
There are a lot of opportunities in the crypto treasury plays but you must be aware of this dynamic going on against you if you are the retail that does not have access to the private deals. Also be aware that this scheme can be used to get rid of locked altcoins in some cases.
91,64K
Another potential meta I could see pop up is all these dead chains start in-house launching their own shitcoins
recall how there were memecoins culture funds
19.7. klo 12.07
This little wave of AI agent yield manager protocols is showing some promise and 'maybe' leads into a mini AI resurgence of some sort
if the market can repackage launchpads it could get away with this probably
2,63K
*ETH proceeds to put in 1000 consecutive daily green candles in a row*
20.7. klo 14.03
if u’ve been sidelined on eth i believe 8 consecutive daily green candles in a row is a gud place to scale in a high conviction long
there are no bag holders all the way from 2021 to dump on you and history shows that once tradfi starts bidding a coin it will never experience pullbacks ever again
2,29K
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