Jalazo.eth@nft4dummies
While everyone is talking about $SEA and $DOOD (and $BROCCOLI because you are not serious people), I'm here to highlight the real problem facing crypto today:
🚨Token Allocation Logic - or more accurately, the lack of it🚨
First, what is Token Allocation Logic?
It's the decision-making process teams use to determine who receives airdrops or free token claims. You have probably seen the output before - a simple pie chart that looks something like this. Token Allocation Logic is how they decide who gets what.
But Jalazo, they allocate so much to "community" isn't that a good thing?
Not necessarily. Look at the most hyped launches over the last few months - they all follow the same playbook.
Over 50% of people with free claims sell week 1, does that sound like the right people are being rewarded?
The short answer: No.
Most teams are so focused on minimizing fud around TGE that they miss the purpose of a token launch to begin with.
This might be controversial, but I think the goal should be expanding the ecosystem - not just financially rewarding holders.
Financial incentives are powerful, but they come at a cost if it results in your day-one holders just dumping your token for a quick profit.
Using one of my favorite projects, @LinksDAO as an example here, though most projects are guilty of the same thing.
They're allocating tokens to @yugalabs @pudgypenguins and @doodles holders who have ABSOLUTELY ZERO INCENTIVE TO HOLD $LINKS LONG TERM.
Why? Because they believe that getting tokens into the hands of the "right people" will strengthen the ecosystem.
The logic is right. The metrics are wrong.
We saw this exact pattern during the 2021 NFT meta:
The same communities got whitelists/free mints for new projects - and immediately dumped.
Poor execution from those teams transferred wealth to BAYC holders at the expense of new founders and their ecosystems.
So what is everyone missing, and how can we fix this mess?
Good question! The key is focusing on the right metrics for the right project - balancing FUD, value creation and community expansion.
The best way to do that is by leveraging onchain data
I'm working with the team at @blockheads_xyz (incubated by @thirdwavelabs) to revolutionize how projects handle token allocation.
🚫No more rewarding extractors, reward HODLERS.
We help teams identify the most valuable members of an ecosystem - the ones most likely to hold and contribute to growth - using their onchain history, which is all publicly available.
Most projects simply airdrop to holders of a single NFT collection - rewarding people who bought the "right thing" 3 years ago. But what if you could go deeper?
✅ Look beyond single collections: Analyze wallets for specific onchain behaviors that align with your project’s goals.
At its simplest level: It’s @LinksDAO targeting @DeGolfers, another golfing community that is more likely to hold long term, rather than Pudgy Penguins, a popular project that has nothing to do with LinksDAO.
But to get into the weeds: Using Thirdwave’s Audience Explorer, we can build community profiles from thousands of wallets and identify the most valuable users.
📊 With proprietary metrics like:
• ✅ HODLer Score to highlight long-term believers
• 🚫 Bot Detection to eliminate bad actors
• 📈 Engagement Scores to measure real participation
You can easily and quickly separate the true community builders from the extractors.
It sounds simple, yet most projects STILL aren’t leveraging onchain data when designing Token Allocation Logic.
Why reward paper hands when you can empower your true believers? Let’s fix this.
At the end of the day, I want every TGE to succeed, because successful launches mean stronger ecosystems and more value for everyone building in this space.
I'm rooting for projects like @opensea and @doodles to win - but winning starts with rewarding the right people. I hope they put serious thought into who those people are and why they matter to their long-term success.
Thanks for making it all the way to the end!
Let me know what you think in the comments or feel free to DM me to chat in private🚀💬
