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There is no more upside (Projects, VC Money, BS & Real TALK)
Think about this:
Almost all VC money is being spent on projects that haven’t even come close to launching yet.
Projects with no track record, no community. Just thousands of bot followers.
Mostly repackaged, redundant protocols.
No working model or projections.
Just half-baked ideas in pdf format.
And investors are throwing money at THESE instead of looking at battle tested projects that survived bear markets, are now rife with innovation & liquidity, and doing considerable volume with increased DAUs.
🐾
What should that tell you about the well-known sh*t coins you accumulated at a “discount” in the bear market that investors won’t even glance at?
This is what it should tell you:
There’s almost no upside for established “blue chip” tokens this time around because [1] the value has been extracted already or [2] the value is disconnected from the actual token.
Sorry I have to be the one to tell you this, but you didn’t get a “deal” last year when you “lowered your cost basis” on these:
Cardano? No.
Algorand? No. lol.
Vechain? Hell no.
Uniswap? Pfffft!
Atom? Mehhhh…
Sandbox? Put down the crack pipe.
Almost NO CHANCE for these staples to revisit ATHs despite being MORE fit for users & app builders now than they were 3-5 years ago. They are on every CEX in the galaxy & have socials in every language.
But, no matter how comfortable they make you feel, their upside is nearly nonexistent…save an insane alt coin blow off top, in which case they will still underperform badly.
And guess what? The downside is still there!
I’ll confidently say that holding these is riskier than taking a flyer at an unproven protocol or newly forked chain that trades in 1 pool on a DEX you never heard of.
Personally, 1/3rd of my portfolio scares the piss out of me. Some don’t even have websites or users. And I sleep fine at night because finding solid risk:return ratio is tough this cycle. Therefore, I feel my strategy is warranted.
If you like being comfortable, you might has well just buy $COIN stock, delete your socials, & get an outdoor hobby. Based on market cap, CB is way more undervalued than your favorite top 100 legacy token.
(Seriously tho you should get off Twitter after reading this because you follow the wrong people…)
So, good luck with that portfolio full of boomer tokens. Bitcoin is already outperforming you. So are meme tokens on the most hated network. And you’re in denial. You should look in the mirror and whisper “idiot” to yourself several times a day until you change.
And make sure you bookmark this tweet & let’s talk again in 2025-26.
But please, remember it was ME who told you years prior that most of your favorite tokens would NOT pump again.
Cheers!!!!!!!!!!!!
Brought to you on Square by
@Professor Mende - Bonuz Ecosystem Founder
Source: X by : Credit to CosmoDefi
🐾
Why did I post this?
I liked this article a lot because it resonates a lot with me. As everyone almost knows, we have been building a fully, purposeful project called The Bonuz Market Ecosystem. We just launched our social smart wallet on iOS and Android to start this journey since it is the gateway and very interoperable with its capabilities.
We are aiming to onboard a billion users.. but we took over 2 years of building with minimal funding. No VC wants to fund us for doing a real genuine project, because they simply see the narrative in the liquidity of the narrative. Also I cant exactly talk their deceiving language because of my honest and straight forward nature.
Good products that are intuitive and easy are actually not something anyone wants to invest in. They need hype and speculation, big community and a token out, which benefits them.
Also, especially if the project doesn't fit the narrative and doesn't have the right lead VC on it, then it's totally unattractive.
It's like a copy-paste game for these financial fkkkkers... all are just profit-driven. The author CosmoDefi pointed it out so well.
Anyhow, now we are built and hope that we are able to prove the value and actually raise some money without the token. So it's great to keep this strength and stamina and sail through the storm to where we have reached today.
Perhaps the investors of the future will have a better mindset to filter good and genuine projects of purpose and actually invest some time in talking with the founders and seeing the product instead of looking at the deck for 90 seconds and then judging it. It almost feels like racism to me for judging a project on the paper, lol.
Reality is not so nice.
Persistence combined with a wise warrior mind and some discipline for constant execution was my way; also, educating the people around me and attending every conference helped. Still, VCs are asking retarded wrong questions. Founders or people who understand the tech are investing instead. What a battle we put ourselves in. I hope I can find some investment / VC specialist for my company who can do this job for me. I open the doors... and they do the talk. boom! Maybe that's the magic formula to get funded asap.
Matthias Mende
Always mentioning the reality of things without being shy or feeling ashamed :)
#vc #scams #pumps #vcmoney #bullrun
Almost all VC money is being spent on projects that haven’t even come close to launching yet.
Projects with no track record, no community. Just thousands of bot followers.
Mostly repackaged, redundant protocols.
No working model or projections.
Just half-baked ideas in pdf format.
And investors are throwing money at THESE instead of looking at battle tested projects that survived bear markets, are now rife with innovation & liquidity, and doing considerable volume with increased DAUs.
🐾
What should that tell you about the well-known sh*t coins you accumulated at a “discount” in the bear market that investors won’t even glance at?
This is what it should tell you:
There’s almost no upside for established “blue chip” tokens this time around because [1] the value has been extracted already or [2] the value is disconnected from the actual token.
Sorry I have to be the one to tell you this, but you didn’t get a “deal” last year when you “lowered your cost basis” on these:
Cardano? No.
Algorand? No. lol.
Vechain? Hell no.
Uniswap? Pfffft!
Atom? Mehhhh…
Sandbox? Put down the crack pipe.
Almost NO CHANCE for these staples to revisit ATHs despite being MORE fit for users & app builders now than they were 3-5 years ago. They are on every CEX in the galaxy & have socials in every language.
But, no matter how comfortable they make you feel, their upside is nearly nonexistent…save an insane alt coin blow off top, in which case they will still underperform badly.
And guess what? The downside is still there!
I’ll confidently say that holding these is riskier than taking a flyer at an unproven protocol or newly forked chain that trades in 1 pool on a DEX you never heard of.
Personally, 1/3rd of my portfolio scares the piss out of me. Some don’t even have websites or users. And I sleep fine at night because finding solid risk:return ratio is tough this cycle. Therefore, I feel my strategy is warranted.
If you like being comfortable, you might has well just buy $COIN stock, delete your socials, & get an outdoor hobby. Based on market cap, CB is way more undervalued than your favorite top 100 legacy token.
(Seriously tho you should get off Twitter after reading this because you follow the wrong people…)
So, good luck with that portfolio full of boomer tokens. Bitcoin is already outperforming you. So are meme tokens on the most hated network. And you’re in denial. You should look in the mirror and whisper “idiot” to yourself several times a day until you change.
And make sure you bookmark this tweet & let’s talk again in 2025-26.
But please, remember it was ME who told you years prior that most of your favorite tokens would NOT pump again.
Cheers!!!!!!!!!!!!
Brought to you on Square by
@Professor Mende - Bonuz Ecosystem Founder
Source: X by : Credit to CosmoDefi
🐾
Why did I post this?
I liked this article a lot because it resonates a lot with me. As everyone almost knows, we have been building a fully, purposeful project called The Bonuz Market Ecosystem. We just launched our social smart wallet on iOS and Android to start this journey since it is the gateway and very interoperable with its capabilities.
We are aiming to onboard a billion users.. but we took over 2 years of building with minimal funding. No VC wants to fund us for doing a real genuine project, because they simply see the narrative in the liquidity of the narrative. Also I cant exactly talk their deceiving language because of my honest and straight forward nature.
Good products that are intuitive and easy are actually not something anyone wants to invest in. They need hype and speculation, big community and a token out, which benefits them.
Also, especially if the project doesn't fit the narrative and doesn't have the right lead VC on it, then it's totally unattractive.
It's like a copy-paste game for these financial fkkkkers... all are just profit-driven. The author CosmoDefi pointed it out so well.
Anyhow, now we are built and hope that we are able to prove the value and actually raise some money without the token. So it's great to keep this strength and stamina and sail through the storm to where we have reached today.
Perhaps the investors of the future will have a better mindset to filter good and genuine projects of purpose and actually invest some time in talking with the founders and seeing the product instead of looking at the deck for 90 seconds and then judging it. It almost feels like racism to me for judging a project on the paper, lol.
Reality is not so nice.
Persistence combined with a wise warrior mind and some discipline for constant execution was my way; also, educating the people around me and attending every conference helped. Still, VCs are asking retarded wrong questions. Founders or people who understand the tech are investing instead. What a battle we put ourselves in. I hope I can find some investment / VC specialist for my company who can do this job for me. I open the doors... and they do the talk. boom! Maybe that's the magic formula to get funded asap.
Matthias Mende
Always mentioning the reality of things without being shy or feeling ashamed :)
#vc #scams #pumps #vcmoney #bullrun
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ONDO
Briefly explain the logic of being optimistic about the RWA track:
1. This round of bull market is undoubtedly an institutional bull market, and the main driving force behind it is the Old Money led by BlackRock. We can see that BlackRock wants to do more than just BTC ETF in the crypto market. The configuration of other crypto assets and the flexibility of crypto assets to become the liquidity of US bonds and US stocks are an important development direction, and this is also what American capital is willing to see.
2. In the mid-April correction, most of the cottages were almost cut in half, and among the few currencies that could hit a new high in May, ONDO, as the leader of RWA, showed its very strong potential and the strong purchasing power hidden behind it. At the same time, every strong rise of the leader ONDO can drive a good sector effect, which is particularly important.
3. We can see that more and more crypto projects are beginning to move closer to the concept of RWA, whether it is LINK, JUP, or even HBAR of JPmorgen. At the same time, we must see that the market's response to these good news is very positive. Often a piece of news can drive a strong rise in the price of the currency, which is a very positive signal.
4. The overall RWA sector is not a sudden rise and fall. You can see that it is accumulating power for a long time. I understand that this shows that the overall sector is still in the stage of value discovery and there is still a long way to go before the hype bubble period. This makes me see the strong potential of the sector.
One more thing to add: Although ONDO is also a VC coin, fortunately, the release of chips is more suitable for long-term holding. There is no monthly linear release. The next release will be in January 25. #ONDO： #vc #ETH $BTC
Briefly explain the logic of being optimistic about the RWA track:
1. This round of bull market is undoubtedly an institutional bull market, and the main driving force behind it is the Old Money led by BlackRock. We can see that BlackRock wants to do more than just BTC ETF in the crypto market. The configuration of other crypto assets and the flexibility of crypto assets to become the liquidity of US bonds and US stocks are an important development direction, and this is also what American capital is willing to see.
2. In the mid-April correction, most of the cottages were almost cut in half, and among the few currencies that could hit a new high in May, ONDO, as the leader of RWA, showed its very strong potential and the strong purchasing power hidden behind it. At the same time, every strong rise of the leader ONDO can drive a good sector effect, which is particularly important.
3. We can see that more and more crypto projects are beginning to move closer to the concept of RWA, whether it is LINK, JUP, or even HBAR of JPmorgen. At the same time, we must see that the market's response to these good news is very positive. Often a piece of news can drive a strong rise in the price of the currency, which is a very positive signal.
4. The overall RWA sector is not a sudden rise and fall. You can see that it is accumulating power for a long time. I understand that this shows that the overall sector is still in the stage of value discovery and there is still a long way to go before the hype bubble period. This makes me see the strong potential of the sector.
One more thing to add: Although ONDO is also a VC coin, fortunately, the release of chips is more suitable for long-term holding. There is no monthly linear release. The next release will be in January 25. #ONDO： #vc #ETH $BTC
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Accurately escape from the top and avoid becoming a VC takeover | Two key points will teach you how to make money when VCs sell you 🤑
When you read the white paper of this project, a thought popped into your head, "Wow! This is awesome, this project will definitely be popular." Then you bought it and held it. As a result, the price remained unchanged and the total market value continued to increase. You look confused, why is this? Because you have become the receiver of VC coins
Many coins have a market value of 400 or 500 million as soon as they go online, and there are still large amounts of unlocking waiting for you. If you are really optimistic about this coin, at what time should you buy it with the best price/performance ratio? Just follow these two steps.
Step One: Track Token Unlocks 🧐
You can refer to token.unlock (https://token.unlocks.app/). It will tell you the "tokens" expected to be unlocked next and the "proportion of tokens to seeds", so that you can know the VC acceptance. How many chips will be thrown into the market, and the market will usually react in advance after knowing the news, which can serve as the first layer of cover.
Step 2: The lending rate of the currency😎
You can check the loan rate of each currency from OKX's "Finance" > "Loan". When you see "the loan rate of altcoins has soared", you should sound the alarm.
Usually, there are several uses for borrowing this currency, "using it to participate in activities" or "selling it at a high price." For example, if you borrow ETH, in addition to participating in JumpStart or staking on the chain, it should be trading or using the currency to roll. currency, but that is only possible for high-purpose coins like ETH. Other small coins are basically “transactions”. Take $Pyth as an example.
Operation example: $Pyth 👀
Pyth's large-amount unlocking was on 05/25. Before the unlocking, on 05/13, I observed on OKX Lending that the hourly lending rate was 50%. In addition to the "pledge voting" used by pyth, basically only transactions are left. , combined with large-amount unlocking, to judge "a large number of users borrowed coins to smash the market"
Therefore, I sold my $pyth in advance, and pyth also fell from 05/13 to 05/20 and reached the lowest point. I bought it after observing that "the lending rate returned to normal". By observing the token unlocking and the lending rate of the currency, I succeeded. Escape the panic of VC coins and retail investors
#vc #PYTHUSDT📈
When you read the white paper of this project, a thought popped into your head, "Wow! This is awesome, this project will definitely be popular." Then you bought it and held it. As a result, the price remained unchanged and the total market value continued to increase. You look confused, why is this? Because you have become the receiver of VC coins
Many coins have a market value of 400 or 500 million as soon as they go online, and there are still large amounts of unlocking waiting for you. If you are really optimistic about this coin, at what time should you buy it with the best price/performance ratio? Just follow these two steps.
Step One: Track Token Unlocks 🧐
You can refer to token.unlock (https://token.unlocks.app/). It will tell you the "tokens" expected to be unlocked next and the "proportion of tokens to seeds", so that you can know the VC acceptance. How many chips will be thrown into the market, and the market will usually react in advance after knowing the news, which can serve as the first layer of cover.
Step 2: The lending rate of the currency😎
You can check the loan rate of each currency from OKX's "Finance" > "Loan". When you see "the loan rate of altcoins has soared", you should sound the alarm.
Usually, there are several uses for borrowing this currency, "using it to participate in activities" or "selling it at a high price." For example, if you borrow ETH, in addition to participating in JumpStart or staking on the chain, it should be trading or using the currency to roll. currency, but that is only possible for high-purpose coins like ETH. Other small coins are basically “transactions”. Take $Pyth as an example.
Operation example: $Pyth 👀
Pyth's large-amount unlocking was on 05/25. Before the unlocking, on 05/13, I observed on OKX Lending that the hourly lending rate was 50%. In addition to the "pledge voting" used by pyth, basically only transactions are left. , combined with large-amount unlocking, to judge "a large number of users borrowed coins to smash the market"
Therefore, I sold my $pyth in advance, and pyth also fell from 05/13 to 05/20 and reached the lowest point. I bought it after observing that "the lending rate returned to normal". By observing the token unlocking and the lending rate of the currency, I succeeded. Escape the panic of VC coins and retail investors
#vc #PYTHUSDT📈