Alex DeLarge

320 posts

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Alex DeLarge

Alex DeLarge

@ClockWork_eth

🔎 Web3 Influencer | Only my unique thoughts | PM Manager

Katılım Ocak 2022
476 Takip Edilen175 Takipçiler
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Alex DeLarge
Alex DeLarge@ClockWork_eth·
UNDER THE RADAR? Lately, phrases like “hidden gem,” “no-shill project,” or the classic “low-cap, no-hype 100x” have basically become code for “some broke protocol that might never even list.” The reality is there’s barely any real buy pressure left projects avoid spending on MM, airdrop buybacks, or proper marketing, while valuations and raises are inflated, and now people actually notice. The number of new launches is 100x higher than a few years ago, so even with a clean-looking team, a project can still rug in endless creative ways if they’ve raised enough. And no one’s surprised anymore. The question is: why would a broke, no-shill project on Hyper/Base/Sui/etc. reward you at all? For every @WalrusProtocol with a decent raise, there are 50+ worthless clones — most won’t raise another round, some won’t even launch. Kresko had a small loyal testnet user base, spent years building… and still shut down. Plenty of teams ghosted on @Starknet . @EclipseFND , @SuccinctLabs .. same story. Then there’s the “farm meta,” where no-name projects expect you to farm liquidity with $2K user bases but $50M TVL. Add smart contract risk and linear point dilution, and it’s a “dream scenario” only in sarcasm. The truth is most so-called “under-the-radar” gems are recognized only in hindsight. Even @HyperliquidX — 99.9% either did everything blindly and got lucky, or followed some giga cope thread. The “aha moment” comes only after launch. In today’s market of greedy valuations and fake scarcity, your only shot at catching a real under-the-radar play is by literally doing everything or trusting someone’s very loud conviction. Otherwise, it’s all just noise. DYOR… I just call it like I see it .
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Uzi
Uzi@UziCryptoo·
I’m a smart follower If you need a follow back, drop a comment below I’ll follow back 🩶
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Cryptophile
Cryptophile@Cryptophileee·
A new era of compliant ICOs is here Today, @krakenfx joins forces with @legiondotcc This partnership scales Legion’s reach ×100 — to 15M+ Kraken users Here’s why it matters 🧵
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Alex DeLarge
Alex DeLarge@ClockWork_eth·
@Cryptophileee As always, thanks for the breakdown. Am I right in understanding that you only look at returns calculations for ICOs?
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Cryptophile
Cryptophile@Cryptophileee·
5/ Scenarios: Neutral: $USDai governance token launches at $600M FDV • ICO = $42M allocation (x2 from lCO fdv) • Airdrop = $18M rewards Bullish: $USDai governance token launches at $1B FDV • ICO = $70M allocation (x2 from lCO fdv) • Airdrop = $30M rewards
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Cryptophile
Cryptophile@Cryptophileee·
Is $USDai points farming worth it? PT-USDai print 20%+ APY ICO and airdrop can print 60%+ APY! I crunched the numbers 🧵
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Cryptophile
Cryptophile@Cryptophileee·
The craziest stablecoin imbalance I’ve ever seen 👇 $USDai caps are maxed. Curve pools are broken. Demand is only heating up. $USDai = 1.04 $USDC! Here’s how to farm Allo points WITHOUT holding $USDai 🧵
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ProMint
ProMint@ProMint_X·
Last chance to catch Season 1 on @almanak The first points campaign wraps up on Sept 21. Right now is the perfect window to lock in early rewards before the season closes. Current yields: ~24.5% APR on USDT deposits. The algorithm routes liquidity into vetted DeFi protocols → you just deposit, earn yield, and stack points. The longer your funds stay in the vault, the higher your rewards. Part of the yield is distributed in project tokens. As TVL grows, this % decreases → meaning early depositors lock in the best conditions. -> How to join: 1. Connect wallet on Almanak: app.almanak.co/invite?code=Pr… (HUGE 25% bonus) 2. Deposit USDT via the Vaults tab 3. Confirm Claim shares → points start accruing Season 1 is almost over and chances are early participants will get extra bonuses in the future. Don’t fade early pools, they often pay the most.
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Charles Guillemet
Charles Guillemet@P3b7_·
🚨 There’s a large-scale supply chain attack in progress: the NPM account of a reputable developer has been compromised. The affected packages have already been downloaded over 1 billion times, meaning the entire JavaScript ecosystem may be at risk. The malicious payload works by silently swapping crypto addresses on the fly to steal funds. If you use a hardware wallet, pay attention to every transaction before signing and you're safe. If you don’t use a hardware wallet, refrain from making any on-chain transactions for now. It’s still unclear whether the attacker is also stealing seeds from software wallets directly at this stage. Excellent report here: jdstaerk.substack.com/p/we-just-foun…
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ProMint
ProMint@ProMint_X·
$250M ICO or just exit liquidity? I sat down to research @Everlyn_ai (yes, the one backed by Mysten Labs / SUI fund). The deeper I went → the weirder it got. Valuation: $250M pre-TGE GitHub? Last real update: 1 year ago. They only touched the ReadMe 6 months back. Roadmap: literally TGE Q1 2025 …and nothing else. No product goals. No milestones. No vision. Link: about.everlyn.ai/roadmap Translation: raise → launch token → cash out → fade. They hype an AI text-to-video agent… but on their own website it doesn’t even work. I even generated a “revolutionary” video in 10 minutes to show how laughably low the bar is. My take: This looks less like a $250M project and more like a speedrun to liquidity. And yet, in this market, people will ape in anyway. Don’t just trust big VCs on the cap table. Do your own digging most of the time the red flags aren’t even hidden.
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Alex DeLarge
Alex DeLarge@ClockWork_eth·
I recommend reading this post carefully. Having a product is always a good thing, but it needs to actually work. @ProMint_X 🤝
ProMint@ProMint_X

$250M ICO or just exit liquidity? I sat down to research @Everlyn_ai (yes, the one backed by Mysten Labs / SUI fund). The deeper I went → the weirder it got. Valuation: $250M pre-TGE GitHub? Last real update: 1 year ago. They only touched the ReadMe 6 months back. Roadmap: literally TGE Q1 2025 …and nothing else. No product goals. No milestones. No vision. Link: about.everlyn.ai/roadmap Translation: raise → launch token → cash out → fade. They hype an AI text-to-video agent… but on their own website it doesn’t even work. I even generated a “revolutionary” video in 10 minutes to show how laughably low the bar is. My take: This looks less like a $250M project and more like a speedrun to liquidity. And yet, in this market, people will ape in anyway. Don’t just trust big VCs on the cap table. Do your own digging most of the time the red flags aren’t even hidden.

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Milana
Milana@MilanaMayes·
the “long-awaited” $LINEA drop finally arrived. for over 2 years people grinded ignition, park, liquidity, hoping this one would change the game. reality? accounts that farmed liquidity + joined ignition got something solid. but the average user with a single linea park account? $119 at premarket. that’s not a reward, that’s a dinner bill. and of course, whales win again. every cycle, every drop, same story: liquidity farmers eat, task clickers cry. the truth is, linea isn’t greedy - the market is just in pain. it’s simply the cost of playing crypto in 2025. @LineaBuild #airdrops #linea #crypto
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Alex DeLarge
Alex DeLarge@ClockWork_eth·
Everlyn x Kaito Launchpad @Everlyn_ai - an artificial intelligence model for video processing on a decentralized layer 1 (L1) using AI. They raised $15M at a $250M valuation. Investors include Mysten Labs, MH Ventures. Most interestingly, it was announced just a couple of days ago. Terms ▫️Total raise - $2M (2% of supply). ▫️Valuation - $250M FDV. ▫️TGE - happening this month, 100% unlocked at TGE. ▫️Contribution limits - $100 - $250k. ▫️Contribution deadline - from September 4 to September 8. Additional allocation 50% bonus: •Subscribe to any plan: Starter ($9.99), Standard ($34.99), or Pro ($94.99) •Post a video created with Everlyn on Twitter and tag @Everlyn_ai by September 8, 2025, 2:00 UTC •Connect your wallet on Everlyn (must be the same wallet as on Kaito for verification) by September 8, 2025, 2:00 UTC 25% bonus: •Subscribe to any plan: Starter ($9.99), Standard ($34.99), or Pro ($94.99) •Connect your wallet on Everlyn (must be the same wallet as on Kaito) by September 8, 2025, 2:00 UTC P.S. Looks interesting given that the creators of Sui, Mysten Labs, invested. But in fact, apart from revealing their influence in Sui itself, there weren’t many other cases. If the valuation were 3–4x lower, it would look really tasty. With a 50% bonus, it’s better, but still questionable, since there’s always the risk they won’t honor it. As for the product itself, it’s hard to evaluate right now. Still thinking.
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Alex DeLarge
Alex DeLarge@ClockWork_eth·
@ProMint_X I almost got scared that there would be bad news about Lombard😅
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ProMint
ProMint@ProMint_X·
Geo plays a role too. One season CIS wallets had higher pass rates, now it’s dead. This round, Indonesia & Kenya wallets are printing. Feels like they split allocations per region, then run a raffle inside.
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ProMint
ProMint@ProMint_X·
“Why the hell do some accounts pass Buildpad sales, while others get insta-rekt?” Spoiler: there’s no clear logic. But let’s break down the patterns (or lack of them) 🧵👇
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one9n1ne
one9n1ne@one9n1ne·
🧵 Why a little-known NFT from a new L1 blockchain could 10x or 100x. Let’s talk Karak Network and why its NFT might be the most undervalued gem in crypto right now?! What is Karak L1? A @coinbase / @PanteraCapital -backed Layer1 aiming to tokenize the world’s economy (yes, really). Think @ethereum meets @eigencloud : restaking, shared security, nation-scale ambitions. @Karak_Network just launched its first NFT “K1” for early adopters. Only 605 ! It’s a Tiered NFT (Bronze→Diamond) given to early Karak (opensea.io/collection/tie…) . Essentially an OG badge of the network. Here’s the kicker: the floor price is 0.04 ( ~$70 ). 😮 The entire collection’s market cap is like 12 ETH. For comparison, early Solana NFTs ran to hundreds of SOL. The market is asleep on this, u know FOMO cases with NFT in @pudgypenguins , @alt_layer and @Memeland Why care? Karak is legit: $48M raised, backed by. Even got a mention in a US White House crypto (few projects can say that!). This could be the next big L1, and K1 is its genesis token. Right now, no one is talking about Karak NFT. That’s exactly when opportunities knock. Early Ethereum people minted CryptoPunks for peanuts; early Solana folks got rich on Degenerate Apes. Karak could be next. This isn’t financial advice, but I grabbed a few K1 NFTs because I want that front-row seat to Karak’s journey. If Karak becomes a top chain, imagine what these Genesis NFTs will be worth 👀 @karakintern
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Vovka.base
Vovka.base@VovkaTheGreat·
New month - new votes for listsings on @ethos_network This month we got 10 votes Some of my ups will definetely go to @AbstractChain and @fantasy_top_ Think they perform better than other others in the list Bearish will defeinetely go to @SuccinctLabs and @EspressoSys . First one forget that he has other users except for social engagers and the second one refused to give me a well deserved WL for genesis nft, while i should be fully eligble according to their criterias How you will distribute your votes this month?
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karcharodon
karcharodon@kar4arodon·
@almanak is not just AI this is a collaboration between humans and agents that is why this community looks different 👇
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Vovka.base
Vovka.base@VovkaTheGreat·
A new app created by @serpinxbt on the base of @ethos_network during his vibe coding stream has sparked some serious thoughts. It showcases the division of Ethos participants into different communities using an AI algorithm, which many believe is quite accurate As for the key feature it's the balance between internal and external vouches. To understand why it's important ww should remind ourselvs that Ethos aims to eliminate AI slops, information noise runners and scamers while rewarding and pointing out those who truly deserve trust One of the crucial parameters to underline genuinely reputable users is their demand not just within their own community but across others - after all, true alphas shine everywhere not only in your region. This app evaluates that parameter and assigns each user a "Global Strength" score, reflecting the ratio of external ( from other communities) to internal(local community) vouches The more people outside your community vouch for you, the better! This is especially important as an upcoming EIP will reduce the influence of local reputation if succeed It's vital for anyone actively building their score to keep this in mind. I believe this innovative approach brings @ethos_network closer to Serpin's vision, even though there are still loopholes in the system that some might exploit Check the app here: ethos-network-analyzer.deno.dev
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Yar0uk
Yar0uk@Yar0ukPRMR·
POV: Kaito yapper picking lbs
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