GoLadsCS retweetledi
GoLadsCS
161 posts
GoLadsCS retweetledi
time to play the ACE card... 🖖😎
MetaLeX@MetaLeX_Labs
ACE: A Simple Way for Token Holders to Access Equity In web3, there’s a gap between tokens and equity: Tokens create communities, drive usage, and carry cultural and utility value. Equity represents ownership in a company, including governance rights and a share of the outcome if the company is sold. The same community often contributes to both. But they don’t have access to both. Today, institutional investors typically hold both equity and tokens. Token holders only hold tokens with no shareholder rights, no contractual relationship with the company, and no claim on proceeds if the company is sold. What ACE Does ACE (Asset Conversion to Equity) is a new mode from MetaLeX that gives token holders a way to participate in the equity layer. Token holders can convert a portion of their tokens into an equity instrument (modified ACE SAFE), while keeping the rest. This creates exposure to both: -->tokens (community, utility, cultural value) -->equity (ownership and participation in outcomes) How It Works ACE rounds are denominated in the project’s token. Participants use tokens directly to enter the round, choosing how much to convert. The process runs onchain through MetaLeX infrastructure: -->non-custodial -->terms enforced by smart contracts The full process can be completed in minutes. Without ACE, token holders do not participate when value is captured in the equity layer, for example in an acquisition. ACE changes this by allowing token holders to participate in the equity layer while still holding tokens. It also introduces a new role for the token: access to equity rounds that were previously limited. Tokens and equity remain separate, but for the first time, they can work together. Make Tokens Great Again. ace.metalex.tech
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GoLadsCS retweetledi
Backpack Japan Community Event🎒
TGEを終えて、次のステップは…？🛣️
イベントの様子とGlobal BD・Joeさんへのクイックインタビューをご覧ください☺️
@TakayamaJoe @Backpack
日本語
GoLadsCS retweetledi
E165: @backpack - Your broker holds your stocks. Backpack lets you use them
Armani Ferrante is the co-founder and CEO of Backpack, a regulated global crypto exchange built from the rubble of the FTX collapse. He spent years building the foundational infrastructure of Solana - wallets, DEXs, developer frameworks - before FTX wiped out 90% of Backpack's balance sheet. So he decided not to quit.
Timestamps:
0:00 Introduction
1:32 Please Subscribe
1:56 Michel Foucault & The Panopticon Metaphor
5:25 Armani’s Philosophical View on Crypto
7:50 Who Is Armani Ferrante?
8:39 Partnerships: @JupiterExchange @KASTxyz
9:19 Armani’s Chip On The Shoulder
10:43 Getting Hired Twice At Alameda Research
13:46 Being Able To Work On Early Solana Projects
14:43 Leaving Alameda to Build Backpack
18:26 FTX Fomo?
23:32 Partnerships: @ethena @sumsub
24:34 How Armani & Backpack Got Affected By The FTX Collapse
32:37 The Solana Ecosystem Today
36:25 The MadLad Story
42:03 How Important Was The MadLad For Backpack?
43:40 What Crypto Should Be
49:36 Crypto Inflection Point
51:59 Partnerships: @Trezor @Bitwise @SuiNetwork
52:55 Explain Backpack To Your Uber Driver
57:36 Crypto Is A Test Bed
1:04:15 Why You Might Not Own the Stocks You think you Own
1:06:41 Unified Margin Accounts
1:15:20 Why Armani Moved to Tokyo
1:17:18 Why Backpack is best Positioned to Win in Japan
1:18:43 How to Bootstrap a Regulated Exchange
1:21:53 Closing Thoughts
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GoLadsCS retweetledi
GoLadsCS retweetledi
GoLadsCS retweetledi
Contrarily, what Armani is doing is actually a demonstration of great leadership. There's zero point in trying to placate an angry mob who is upset they didn't make generational wealth off of their free airdrop. The same people who claim to have supported the platform for years. Nothing he can say is going to assuage the community in any meaningful way. In reality, if they were truly ardent supporters, they would see the launch for what it is. The first step of many towards a larger vision. Not the finish line.
Value is not created by talking. Value is created by shipping product. Precisely what the BP team is focused on. I hold some Mad Lads, but I didn't participate in any of the points mechanics. I don't really have a horse in this race. But I do know Armani. He's a great builder. He's overcome insane challenges. He's one of the few genuine people in the space, and also one of the few people I have deep respect for in crypto.
I'll say what he can't. If you're so upset with the result of free money you received in the airdrop, leave. You're a net negative to the rest of the community. And since you don't support the platform, just sell your tokens and walk away.
Browski@SOL_mfer
This is an example of poor leadership. The floor is burning, people are highly upset yet the founder says now is not the time to talk. Toxic leadership trait. Ignore your community and the people that rode this journey with you and you’ll be building products that no one will use.
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GoLadsCS retweetledi
GoLadsCS retweetledi
GoLadsCS retweetledi
Solana changed my life.
It changed my career trajectory, it gave me new friends, it changed the way I think about finance and the future in general.
Even the bad times shaped my way of thinking, positively.
Happy birthday, Solana 🥳
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GoLadsCS retweetledi
Korean Fan Ver @Backpack @armaniferrante
Token or Equity? "YES."
Users get priority allocation when Backpack IPOs - earned through stake, time and usage. Don't choose. Yes to both.
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GoLadsCS retweetledi
IPOs. Onchain.
Get IPO share allocations directly on Backpack, enabled by our infrastructure partner @SuperstateInc.
Real shares. Direct ownership. On @solana.
Join the waitlist: backpack.exchange/ipo-access
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GoLadsCS retweetledi
introducing the next Backpack token utility, we'll be building out this year. IPOs, on chain, directly on Backpack.
Normally when companies go public, the founders and executives go on a roadshow, sharing their story and garnering interest from Wall Street institutional buyers purchasing shares before they go public. For most, you normally have to wait for the stock exchanges to go live before getting access to these shares through your brokerage.
What we're doing: working with Superstate for Backpack to become a stop on the roadshow, so that our users can get access to these IPOs before trading goes live on national stock exchanges.
The catch: Our ability to do this successfully is purely a function of the Backpack community.
The more active and valuable our users, the more viable Backpack is a venue for capital formation. As a result, we've put together this waitlist to collect interest from our users today on this product. The early users that signup will get early access to the first IPO.
The more people that sign up for this, the more engaged and active our community is here, the better access we will get to companies when they go public.
This will be the first test of the community. This is an enormously valuable opportunity, and we need your help signing up for this so that we can go out and get the best IPOs for everyone here that we can.
The ask: add yourself to the waitlist now.
We have a lot more coming on this front, and this is a perfect example of why we did not build a DEX. This is only something a compliant product can do.
Go big or go home.
Backpack 🎒@Backpack
IPOs. Onchain. Get IPO share allocations directly on Backpack, enabled by our infrastructure partner @SuperstateInc. Real shares. Direct ownership. On @solana. Join the waitlist: backpack.exchange/ipo-access
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GoLadsCS retweetledi
33 reasons @Backpack is a game-changer for crypto traders
timestamps:
00:00 Ultimate Backpack Intro
00:41 Top Yield Features
01:58 Pro Trading Toolkit
03:14 Not Sponsored Real Talk
04:04 Cross Margin Strategies
04:24 Prediction Markets Swaps
05:31 Safety Fees Support
05:58 Security Global Programs
07:15 Transparency Ownership Wrap
08:11 Final Thoughts Call To Action
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GoLadsCS retweetledi
GoLadsCS retweetledi
Fock it! 这回真要在 Web3 当股东了？
质押代币换公司股权，在这个圈子里 Backpack 算是开了先河！
“I didn't come into crypto 9 years ago to launch a shitcoin.”
不画饼， @armaniferrante 直接亮出底牌： 20% 股权，把用户当真正的合伙人。
始于红黑配色的克制与高级，终于硬核坦诚的工程底色。
不如让我们用实操来看看，是做下一波行情的过客，还是拿下一家交易所的股权？
Use it, then own it. 🎒
@Backpack_CN @Backpack
Armani Ferrante@armaniferrante
I didn't come into crypto 9 years ago to launch a shit coin. I didn't come into crypto to get rich quick. I came into crypto because I believe it's going to change the world, and that the industry was something worth dedicating my life to. But somewhere along the way, amidst the booms, the busts, the moonshots, the decentralization theater, and the straight up scams, we lost our way. I don't know about you, but I'm just tired of false promises. And that's what most things are today, simply promises. We live in the most centralized era crypto has ever experienced, and the more centralized something is, the less meaningful a token is. While it's tempting to want to commit to these same promises, what happens if the team gets acquired? What happens if we want to re-invest into growth? What happens if we divert our time, energy, and resources out of band and circumvent the token altogether? What happens when the team and investors unlock? For many projects, the honest answer to these questions is not pleasant, and you see it in the price chart over and over again. Unless something is completely decentralized to the point where an immutable protocol can function with the team having retired in the Bahamas sipping pina coladas all day, then utility is just a promise. Often that promise is admirable and well intentioned--but ultimately an unenforceable promise nonetheless. Outside of BTC, ETH, SOL, and a few others, nothing really passes this test. Noble new token models have emerged to solve this problem (shout out to MetaDAO), and today, we introduce our own. Users that stake the Backpack token for at least a year will have the opportunity to exchange those tokens for equity at a fixed ratio--20% of the company today. It's such a simple idea, but as far as I'm aware, this is the first time a user has been able to earn the equity of a company by just using the product. So obvious in hindsight, and something I hope others start to adopt as they march on their path to progressive decentralization--both in crypto and outside of the industry. We have a lot more utility coming, things we'll share over the coming weeks, months, and year. As the Backpack community grows, we will decentralize the token, offering new things over time, some centralized like our equity offering, some decentralized as our product evolves. In the limit, I expect the token to represent more than anything a single company has to offer, but in the short run, it's the best we can do to show our long term commitment to our users. I've said it before and I'll say it again. I can't promise anything. The only thing I can promise is commitment. We go big or we go home--together, actually together.
中文
GoLadsCS retweetledi
「あなたはプロジェクトを支え、価値を生み出した。 ——だが、報われたのはいつも別の誰かだった。」
それが、これまでの資本市場の常識。
Backpackと共に、その常識を破壊しよう。
Backpackは、自社株の20%をユーザーに還元する。
ただのユーザーで終わるな。
勝者として、このゲームを終えろ。
Backpack 🎒@Backpack
20% of Backpack equity given to users who stake for a year. Don't just use the next big thing. Own it. 🎒
日本語
GoLadsCS retweetledi
GoLadsCS retweetledi
Backpack把20%股份给一年质押用户，我想用我的方式和大家一起聊聊🕊️
如果只当作一句新闻，这其实本身已经足够格局了
大多数时候，用户是数据、是渠道、是增长漏斗里的一环。但我在 @Backpack 看到的不是这样。
@armaniferrante 他们不是把用户当作流量 交易量，而是把用户当作，怎么说呢，伙伴。
我们有dc客服群tg客服群 tg用户群微信用户群…等等等等 好多个群 小小的团队偏偏每个群都有恨不得24h在线的小伙伴，我们会接受用户的反馈倾听用户的声音，更有一套针对中国宝宝的各种计划比如大年初一kyc🤣
在这个市场里的很多决定，真的很难。
最简单的选择是什么？
是把激励做成短期的、做成能立刻拉起指标的、做成发完就散的那种。
但团队偏偏选了最笨、也最贵的一条：
把最珍贵的筹码拿出来——股权。
我们也想看看老登你愿不愿意把一年，押在我们身上，而我们也会以全力以赴的姿态为我们、为大家创造最大的价值，公司的首要目标是让股东财富最大化不是我在搞抽象。
作为中文社区小话筒，我可能比任何人都更早看到用户的情绪曲线：
兴奋、疲惫、误解、怀疑、嘴硬、又悄悄回来。
也见过很多老登一边骂一边用，一边半信半疑一边参与。
但说真的我从来不觉得这些是麻烦，睁眼后闭眼前看群已经成为我的习惯。
我觉得这就是crypto最真实也最可爱的地方
你们用情绪表达在乎，用挑剔表达期待，用不耐烦表达我不想再被当一波流
而 Backpack 这次做的事，本质就是在回答说我们知道你在乎，所以我们给你一个作为合作伙伴的身份。
如果未来 Backpack 真走到更大的世界，更合规、更透明、甚至成为一家真正的金融机构，那你不是早期用户，你是早期股东。
我知道这听起来有点浪漫。
但我也知道，只有在熊市里敢讲这种浪漫的团队，才是真的把你当朋友，而不是当数据。
我本身是长年定住在日本的，十几年没过过年了，在老登群一起看春晚 发红包 吐槽，就像春晚结束倒计时那一刻我说的：新年快乐 家人们，感谢陪伴，希望bp和我们都越来越好。
当然你可以继续做下一波行情的用户。
也可以把这一年，变成你在下一家上市金融机构里的一份权益。
我们会很认真地，把这个选择递到你面前。🎒
Backpack 🎒@Backpack
20% of Backpack equity given to users who stake for a year. Don't just use the next big thing. Own it. 🎒
中文
GoLadsCS retweetledi
사실 뭐든 투본선입니다 백팩에 컨빅션있으면 스테이킹하는거고 아니면 파는거죠.
1년후에 백팩이 10빌 20빌 가있을거라 생각하고 스테이킹을 할지, 혹은 코인을 매수할지, 아니면 TGE 시점이나 그 후에 팔지.
이런저런거 다 따져볼건 많지만, 일단 지금까지 러그치고 팀이 덤핑하는게 일상이던 Web3에 이런 프로젝트/거래소는 없었다는 점이 상당히 유의미해보이네요.
제가 이 시장에서 믿는건 코인도 프로젝트도 아닌 사람입니다.
이번 홍콩에서 만난 업계 친구들이 해준 말이, VC들은 프로젝트가 아닌 파운더에 투자한다고 하더라고요. 저는 아르마니라는 사람 자체를 정말 좋아해요. 제가 만난 백팩 팀원들은 업계에서 만난 사람들중에 단연 가장 유능하다고 해도 과언이 아니었고, 출신도 말도 안됐고, 무엇보다 너무나 험블했어요. 저정도 스펙에 이력이면 저는 저만큼 겸손하고, 상대를 배려하고, 이해하려 할수있었을까 싶을 정도로요.
바이낸스의 유저들이 바낸의 지분을 가질수있었는지, 아이폰 유저들이 애플의 지분을 가질 수 있었을지, 이것저것 생각해보면 이 선택권자체가 유저한테 있다는 점이 상당한 호재라는 생각이 듭니다.
Backpack 🎒@Backpack
20% of Backpack equity given to users who stake for a year. Don't just use the next big thing. Own it. 🎒
한국어