cliffton.eth

Have refreshed status.claude.com ~20 times in the past minute

Should you actually launch a token? → why your token sale is a pinnacle event → the sequencing mistake that kills most launches → what we tell every founder before they talk to us → the framework we're applying to our own launch Tally ICO Episode 11 👇

Is this a scam? Where did the money go? Who deployed this contract? After 5+ years full time in crypto, my general takeaway is that the challenge for teams isn't PMF, but trust. Trust isn't something teams can just promise, especially during an ICO. That's what we built @tallyxyz to solve. Not by making ICOs easy, but by making them verifiable. Our ICO platform, built on @Uniswap CCA, lets teams of any size raise capital transparently, fairly, and accountably. We're putting that to the test ourselves! Tally's ICO runs on our own infra. If it breaks, we break first.

Congrats to the @RobinhoodApp team on the testnet going live!

Proud for @tallyxyz to be the rails for the upcoming IDOS token sale! The IDOS token sale will be done via @Uniswap 's CCA natively on @arbitrum, with 20% of contributions automatically seed a Uniswap V4 pool at TDE, bootstrapping onchain liquidity from day one. No insider deals. No opaque allocations. Just transparent price discovery. This is how token launches should work.

If you're going to tell teams there's a right way to launch a token, you should be ready to do it yourself. That's exactly what we're doing with our own ICO at @tallyxyz. 60 days. Every step documented on how to raise capital confidently, in the United States — built in public. LFG.

Been getting q’s from family and friends as per previous cycles - wth happened to crypto again? Every cycle feels like the end. It never is. Everyone’s tired, and anyone pretending they’re unbothered is lying. But cycle after cycle, it is these moments that define the winners, not the bull runs where everyone, teams and investors alike, feel like geniuses. The fundamentals are stronger than ever. Permissionless access to financial services, onchain capital formation - these aren’t narratives, but genuine breakthroughs in how humans coordinate and access capital via crypto rails. We emerge from these moments stronger. Always have. Build on.

@StableLab Sorry to hear.. there’s so much to be proud of! Was great collaborating with you guys across multiple DAOs.

Today we’ve made the difficult decision to wind down StableLab. StableLab (originally StableNode) launched in 2021 because we wanted to define the newly emerging DAO space. Back then, governance was still in its infancy. Protocols launched tokens, formed DAOs, and hoped the community would figure out how to govern themselves. The system was informal and chaotic. Governance work was not seen as work. We thought this was broken and so we built a team. We hired delegates and governance experts to help push forward responsible DAO design. People who understood how DAOs actually work. We were one of the first professional governance service firms in the space. Some things we achieved and are proud of: ‐ Worked with the biggest and most respected ecosystems, including: Aave, Uniswap, Compound, Sky (MakerDAO), Euler, Optimism, Arbitrum, 1inch. ‐ 4,000+ governance votes cast ‐ Over $1B in governance decisions influenced ‐ Helped establish that delegate work should be paid. This used to be controversial. ‐ Transformed ourself from a services firm to a product-first startup Over these five years we’ve seen the DAO space mature and evolve. We built governance frameworks that protocols still use today and contributed to higher standards around proposal quality, voting transparency, and delegate accountability. We showed up to hundreds of community calls, wrote thousands of insightful forum posts and comments. To our partners and clients, we are incredibly grateful for the collaboration and time we shared together pushing the space forward. The relationships and connections meant more than anything. To the StableLab team, past and present, we want to thank you for being part of our story and for having joined us on our mission. So many talented individuals have left their mark on our company’s history, something we deeply appreciate. We have begun the process of helping each and every one of our team members find their next home. We still believe in governance and DAOs. There's so much room left to explore as institutional adoption accelerates, privacy protocols mature, and new coordination mechanisms emerge. Five years ago, we set out to prove that DAO governance matters and could be professionalized. We proved it. Not alone, but alongside the protocols and people who believed the same thing. Thank you for everything. See you onchain ❤️ Gustav, Doo, and the StableLab team

Tokens were supposed to be a new vehicle for real economic rights in the protocols you believe in. Most unfortunately haven't delivered on that promise. Token Rights makes it clear which ones actually do. These data points aren't a nice-to-have's - they are what separates investable assets from speculation. Props to the @DefiLlama team for consistently bringing critical data to the space through bull and bear alike. 🫡

The best teams deserve the best distribution and access to onchain capital. At @tallyxyz , we've spent years building institutional-grade infrastructure for protocols with proven PMF like @Uniswap , @arbitrum , and @ZKsync. That same standard now applies to token sales. Transparent price discovery. Guaranteed onchain liquidity. No backroom deals. Built for projects that last, not hype cycles.

The Zama situation is a case study in why token launches need to be fully onchain or not at all. You can't run a sealed-bid Dutch auction marketed as "fair price discovery", and then offer Binance users 2x tokens at the same price. That's two-tier capital formation with the community as the worse tier. CEX listing bonuses are just off-protocol rounds dressed up as distribution. The future of capital formation is onchain - no side deals, no shadow allocations.

At @tallyxyz , we believe the best teams deserve the best distribution and access to onchain capital. We are proud to provide the rails for the idOS token sale, and are committed to supporting high-quality infrastructure with proven PMF. @idOS_network is exactly that: 3M+ keys generated, $500M+ value secured, and live utility. LFG.

You'd do a test drive before you buy a car wouldn't you? This is literally what our CCA simulator is for your token sale. For all projects exploring @Uniswap 's CCA as their preferred token sale mechanism (I'd highly encourage btw), be sure to use @tallyxyz 's simulator to see exactly how it works! ⚙️

Fingers crossed that Thursday’s gonna be huge 🤞🏻

Lakers defense

Would have to respectfully disagree here, but definitely open to differing perspectives. I think the 'costs > benefits' view on a native stable might be looking through a defensive lens. While credible neutrality is @arbitrum’s north star, a native stable is more than a native asset. It is also an ecosystem primitive. If the whole ‘stable’ layer is outsourced to external issuers, we essentially forgo capturing the seigniorage and yield that could (and should) be funding Arbitrum’s long-term growth. A native stablecoin backed by the DAO’s own yield-bearing assets or RWAs creates a self-sustaining revenue loop. It doesn't break neutrality imo; rather it builds sovereignty against the risk of centralized opinionated blacklists.

i hope @Arbitrum never introduces its own stablecoin. it might work for a newly est ecosystem like megaeth, but if you already host $4b of stablecoins bet on the liquidity bet on the neutrality bet on innovation - the moment you pick a winner there is no reason deploy new things bet on new type of yield… UsdAI? bet on users and apps earning yield (vs issuers) but on new designs to exchange 👀 @0xorbSwap bet on a stable lane to make transfers cheap bet on payments apps bet on decentralize onramps play the long game: bet on the platform, bet on diversity. win if your ecosystem wins.

The @aave situation isn't about who's right. It's a preview of what happens when you leave ambiguity unresolved. Every successful protocol will face this eventually.

No joke at @tallyxyz we lean on our board: @1kxnetwork @blockchaincap @AppWorks all the time. When you raise, you don’t want just money- you want a team.