SiSU Person

Privacy gets more interesting when it has to produce a shared outcome. A winner. A tally. An evaluation. The hard part isn't hiding information. It's producing a verifiable result without giving one party control over the process. New Launch Primer ↓

@damonnam @firstc0in they are in private access only but check out uselegion.com they tokenise early stage investments or funds and have the lp interests or spv position semi liquid. i applied but have not been accepted yet, my friend is using the platform.

@firstc0in Right but where? I haven’t seen a legit market for companies offering tokenized shares other than Republic and most deals have long lock up period and are not tradable.

Tokenized seed-stage startups are trading at crazy premiums to what VCs would pay. The market understands that venture bets are call options on crazy outcomes. When access is democratized and you’re liquid on day 1, investors are a lot less price sensitive.

@fluentxyz hey guys, will there be a venue to short the token at TGE? and is listing FDV $50m fdv right?

The $BLEND ICO registrations are open $1M raise at $100M FDV Fully unlocked at TGE sale.fluent.xyz Everything (terms, structure, mechanics) is laid out below ↓

@moms_pearl_neck @sjdedic "do whatever it takes to ensure y̶o̶u̶ they all get the bag" almost right my brother

@sjdedic bullish the pm fiasco bc it indicates to the world the p2p team is fully willing to grift. good for investors knowing that deep down these founders are willing to commit crime and do whatever it takes to ensure you all get the bag

So after the MetaDAO raise that everyone was talking about, P2P did their TGE yesterday which was, after all unsurprisingly, underwhelming. My thoughts on this are that ironically, all the drama around the Polymarket bet on their own sale might actually be one of the bigger opportunities out there for many of you right now. I'm not going to defend it. The Polymarket bet by the team was a mistake. They admitted it and offered full refunds to anyone who didn't want to participate anymore because of it. Almost nobody took them up on that offer, which speaks for itself. Despite all of that, they still managed to raise over $6M in absolutely brutal market conditions, backed by some of the sharpest investors in the industry alongside a strong MetaDAO community. Sure, the FUD killed momentum and scared off potential buyers, while those who participated in the sale just for a quick flip got disappointed and dumped. But for anyone with a time horizon longer than that of a mayfly, I see a massive opportunity here: Current market cap sits at $6M, fully diluted valuation at $12M. Most investors haven't even bought in lower than that and are locked for a year. Team tokens won't unlock anytime soon either - and when they do, it's based on performance KPIs anyway. Yet the fundamentals of the business remain incredibly strong and seem like they will only accelerate from here post their successful raise: The macro backdrop could hardly be better. Stablecoins in emerging markets remain one of the single biggest opportunities in crypto. The GENIUS Act is live and CLARITY Act just around the corner. Stablecoin infrastructure is being legitimized by regulators and institutions in real time. P2P sits right at the last mile of this wave, actually putting stablecoins into the hands of real people in the countries that need them most. And the TAM speaks for itself. India, Brazil, Argentina, Indonesia - across these markets alone, over 1 billion people are unbanked or underbanked. This isn't a niche product serving a niche audience. Monthly volume continues to make new ATHs, growing 5.5% MoM, while revenue is up 8% compared to February. Serving more than 23K users already. And the growth vectors from here are obvious: 1) Horizontal expansion continues to be rolled out across new markets in LATAM as we speak 2) Vertical expansion via their @coinsme_HQ 2.0 rollout, which will serve as their own neobank play 3) Plans for exponential scaling via their B2B SDK rollout, which essentially expands them into a platform play And perhaps most importantly: strong alignment to the token, thanks to @MetaDAOProject ownership coins. Token essentially equals equity, hence holders will directly benefit from every single cent earned by P2P. The team already hinted that revenue will flow into the Futarchy treasury much earlier than anticipated. $12M FDV for a live, revenue-generating product with real macro tailwinds, a billion-person addressable market, three clear scaling vectors, and genuine token-to-revenue alignment. In a market where projects with zero users and zero revenue trade at 50-100x of P2P based on nothing but memetic value, I'll think @P2Pdotme is definitely worth having a look.

@Frog4173066093 @jayowtrades @USDai_Official @CoinList i can't read contracts

@SPerson67493 @jayowtrades @USDai_Official @CoinList just say you can't read contracts bro, it's all on-chain my dude

The $CHIP ICO is now live on @CoinList. Sale closes Feb 27. If you earned your allocation through Allo Game, now's the time.

@icobeast @KaitoAI @espressoFNDN feels weird but kaito seems to have scrubbed the sale details from crypto rank and ICO drops..

@KaitoAI @espressoFNDN no US even if we're accredited investors?

Our Capital Launchpad is live, with our very first Initial Community Offering starting tomorrow with @espressoFNDN! ☕️ Espresso is the base layer for rollups: unlocking real-time finality, crosschain composability, and Ethereum compatibility to power the multichain future. Previous investments supporting Espresso technology totaled $50M+ and saw backing from @a16zcrypto, @ElectricCapital, @GreylockVC, @sequoia and others. Full details on the round are now available on the Capital Launchpad portal: a first-of-its-kind opportunity to participate exclusively available to the Espresso and Kaito communities. You can deposit and pledge for allocation of up to $100,000 of $ESP tokens starting at 12PM UTC tomorrow. Final allocations will be determined by the Espresso Foundation. For all future raises on Kaito, including Espresso - make sure to head over to the Capital Launchpad tab today on Yaps to complete the relevant steps including KYC to make sure you don't miss out. And for Espresso NFT holders, make sure to connect the wallet containing your Composable 👀 Note: Geographic eligibility is determined on a project-by-project basis. For the Espresso sale, participation is not available to U.S. persons and persons located in the U.S. and certain other restricted jurisdictions.

@icobeast @KaitoAI @espressoFNDN the FDV for this was 400m right? With a lock up of 1 year? I saw it listed at 200m FDV after doing binance sale at 200m FDV too with no lock up. @icobeast can you please confirm the above?

@espressoFNDN @KaitoAI The valuation was 400m with a 1 year lock up, right?

Espresso's community token sale on @KaitoAI just closed & the response was incredible. Demand exceeded the $4M worth of $ESP tokens for sale, signaling strong conviction in Espresso's mission to build rollup-native infrastructure. We plan to reward that conviction ⤵️

@PineAnalytics @sportfun hey guys, can you dm me? I want to buy an article from you too but I need premium to DM you.

1/ @sportfun just launched its $FUN token on both Base and Solana. We think this token is a horrible buy at a $116M FDV, and below we will dive into why.

@Defi_Scribbler @rainbowdotme @sportfun @octra @infinex @zama @fogo @gensynai @Defi_Scribbler what do you like about Solstice? where can I find more details about their sale?

Summary of Wale ICOs Smash or Pass Article - @rainbowdotme : Pass - @sportfun : Smash - @octra : Pass - @infinex : Pass - @zama : Pass - @fogo : Pass (he couldn’t say this because he has a partnership with them) - @gensynai : Pass this is simply his take and he might be wrong, what do you think? for me, I would pass on all and wait for @solsticefi sale details

@Defi_Scribbler @rainbowdotme @sportfun @octra @infinex @zama @fogo @gensynai I will smash @sportfun too! 😍

@maxwellll_ @tenprotocol @legiondotcc this wasn't legion, it was @NozomiNetwork 10/10 piece of shit

@tenprotocol @legiondotcc what the fk is this ???

$TEN is live. Privacy isn’t optional. Ownership isn’t negotiable. It was never a choice. Just a failure of infrastructure. Until now.

@_preshyo @lenagrundhoefer @yieldbasis @legiondotcc I got 150 usdc allocation which I was quite happy with.

@SPerson67493 @lenagrundhoefer @yieldbasis @legiondotcc Did you get in?

seems like nobody is interested in the @yieldbasis sale higher @legiondotcc

@LTCFoundation quite cool.

Litecoin works perfectly for micro-payments. Even teeny tiny DCA strategies. $LTC ⚡️

@cypher_frog @MetaMask @legiondotcc @TheDeFinvestor @stacy_muur @ajcrypto333 @ZeMariaMacedo @launchy_ this is not real.

WTF @MetaMask feat @legiondotcc metamask.legion.cc keep your airdrop theories

@joaomendoncaaaa bad sale mechanism

aztec's token sale has been open for 4 days now with virtually 0 bids even with all the fuss around privacy lately who or/and what's to blame here?

@gcanaria2016 @newmichwill read this - it wa done via algo x.com/newmichwill/st…

@newmichwill But ser … they said something else

Should probably clarify that YB team itself is not really reviewing applications (there are too many, we simply would not be able to). But we communicated our thoughts to Legion, as well as brought community feedback to ensure fair distribution. Thanks everyone for the input!

@MorfySOL @legiondotcc @yieldbasis yes, correct. No rush on this one

@legiondotcc @yieldbasis Hello, I filled out the form and I am currently in the review phase. I haven't deposited USDC yet. We have until tomorrow to deposit USDC. Isn't this correct? @legiondotcc

nice @yieldbasis

@D0itdifferent @Irenezhao_ @legiondotcc @yieldbasis can you also do mine, I didn't click it but want to change now

@Irenezhao_ @legiondotcc @yieldbasis We’re terminally online 😁