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KAI
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KAI
@Kaiweb30
Crypto 🔬 | 🗞️ all post NFA | +150 Kols Team | DM for Business 📩
Cooking Always Katılım Nisan 2024
7.3K Takip Edilen50.6K Takipçiler

I’m buy @pudgypenguins
Worth $9.000 🫡
This seems to be the most logical nft I will buy right now.

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I'm starting to feel sorry for Sam 😁
maturing is realizing FTX wasn’t dumb money…
they were actually early to everything
These are the start of FTX investments and their current situation
$500M in Anthropic → ~$30B
$1B in Solana → ~$5B
$648M in Robinhood → ~$5.7B
$100M in Sui → ~$1.2B
$1.15B in Genesis → ~$3.5B
$700M in SpaceX (via K5) → ~$3B
ran some rough numbers:
$4.7B → ~$52B
that’s +$47B
insane timing
terrible execution

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All they build is their own hobbies and obsessions. 😂
Part of the team talks about pokemon cards, and the founder seems to have decided to become a fashionista now.
Everything they say they build will not take you 1 day anyway, and the applications in many projects in crypto have been able to do these two in the last 1 year. $SEA

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What if anyone could create an NFT collection in minutes…
with AI-generated designs and full traits ?
Create it.
Mint it.
All on a bonding curve.
Pumpfun of NFTs is coming soon on Spaace Ecosystem

wale.moca 🐳@waleswoosh
KOLs launching their own NFT projects, usually a bottom signal. At least this time they're free mints, so why not
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@nftmufettisi @opensea Bence OG’ler yiyecek ya komisyon verenler vs ama bezdirdiler benide 5 yıldır
Türkçe

2018’den bu yana farklı turlarda $415M+ fon topladı.
NFT piyasasının lideri oldu.
Aylarca “airdrop programı”, “wave”, “puan kas” dedi durdu, neyseki bunlara asla güvenip de zaman ve para harcamadım
@opensea $SEA TGE’yi bir kez daha erteledi :D
Uzunca bir açıklama yapmışlar ama açıklamanın içindeki en kritik cümle şuydu bana göre
“İsteseydik tarihi zorlayabilirdik.”
Peki neden zorlamadınız?
Çünkü mesele teknik değil.
Mesele timing + exit liquidity bu gidişle
Özet geçiyorum:
• 30 Mart TGE > İPTAL
• Yeni tarih > belirsiz ama sözde “daha sağlam”
• Yeni wave yok çok şükür
• Wave 3-6 için opsiyonel refund sağlanacak
• Treasurelar TGE’de değerlendirilecek
• 60 gün %0 fee (31 Mart itibarıyla)
• Strateji: hype > ürün + timing
Şimdi gerçekçi konuşalım:
Bu kadar büyük bir oyuncu bu kadar uzun süre “puan toplatıp” sonra “piyasa kötü” diyorsa burada 2 ihtimal var:
1. Tokenomics hala oturmadı
2. Lansman sonrası dump riskinden korkuyorlar (peki ama neden? sadece tokene mi bel bağlıyorlar?)
Çünkü herkes şunu biliyor:
Airdrop farm’layan kitle = ilk dump atan kitle. Ya da durmadan "airdrop wave" diyerek topluluğu farmlayanlar günah keçisi olarak airdrop farmerları mı seçiyor o.O
“Daha iyi launch yapacağız” söylemi kulağa güzel geliyor ama kriptoda gerçek şudur:
Ertelenen hype geri gelmez <
Belirsizlik = güven kaybı <
Güven kaybı = dump <
bence @opensea burada kötü launch riskini almak yerine zaman kazanmayı seçti. Ama burada ince bir çizgi var. Eğer çok erken launch yaparlarsa dump riski var AMA bu kadar erteleme ve gecikme de ilgi kaybına sebep olacak :)
Şu ana kadar gördüğüm hiçbir şey “defalarca ertelenip efsane launch yapan proje” yazmadı.
Umarım ilk olurlar. Ama veriler öyle demiyor.

Türkçe

@dfinzer @openseafdn The Opensea team needs to stop taking care of pokemon cards and leave the token to the community they are deceiving. Market conditions are pure excuses because ethereum came to a price of $5K and they didn't leave the token again
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an update on $SEA.
the team has been building at full speed, and the foundation had planned to kick off the first steps as part of our march 30th event. but @openseafdn is pushing back the timeline.
a delay is a delay. i’m not going to dress it up, and i know how it lands.
the reality is that market conditions are challenging across crypto right now, and $SEA only launches once. @openseafdn could force the original date, or we could ensure every piece is in place and make this moment what this community deserves.
we gave a tremendous amount of thought to how to do right here. I’m thankful to @HollanderAdam for bringing the community’s voice into every conversation. we’ll be doing the following:
no more waves: the current rewards wave will be our last.
optional fee refund: recognizing that we originally committed to a Q1 date, we’re offering refunds of the platform fees we retained while participating in the rewards waves (3 - 6) that followed our timing announcement. if you like, you can receive a refund of those fees, which when combined with treasure chest prizes, essentially means all of your trading during that period was on us. if you opt for a refund, the Treasures you were awarded during these waves will be removed from your account. details on this process will follow.
honoring existing Treasures: for Treasures you continue to hold, our prior commitment stands: they will be meaningfully considered by the Foundation at TGE. this is independent from allocations for historical activity.
0% fees for 60 days: starting on march 31st, opensea will reduce our own token trading fees to 0%. we want to make it a no-brainer for everyone to experience our new platform: cross-chain token trading, mobile app, perps and more. after this 60 day period, we will put a new system in place that makes fees significantly more competitive for anyone trading consistently on opensea.
product updates: while we’re postponing our march 30th event, we’ll host a separate one in the coming months focused on product updates. it’s been incredible to see the early responses to our mobile app, and we can’t wait to get it into more people’s hands.
so if not now, wen?
when we announced last year, it was too early. that created unnecessary uncertainty and reactivity. so when the Foundation sets a new timeline, it will be deliberate and specific.
here’s why i’m confident that’s the right move:
i’ve been building opensea for almost a decade. when this started, we were two people and the only thing you could trade on OS was cryptokitties. i’ve watched this space go from a niche curiosity to billions in volume to where we are today.
the thing that’s carried us through every cycle was a willingness to make hard calls when it mattered. when our market crashed, we rebuilt from zero: an entirely new stack, a new product, and a new team culture. that hurt in the short term. but today OS2 is undeniably the strongest marketplace offering, and it’s the foundation everything sits on.
we have huge ambitions as a company, and we’re here for the long game. making all of non-custodial crypto delightful on mobile is just the beginning. that means we have to set a very high bar for everything we do, and it’s why i’m so protective of delivering a launch that’s worthy of this community and everything we’re putting into this.
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