The First Aligner

3.7K posts

The First Aligner banner
The First Aligner

The First Aligner

@First_Aligner

Mathematician - Incentive Engineer - Founder @AlignerZ_Labs The turtle will beat the rabbit every fucking time. The incentives will always decide the outcomes.

加入时间 Aralık 2020
288 关注2K 粉丝
Simon Dedic
Simon Dedic@sjdedic·
The level of audacity from Binance is ridiculous. After paying billions in fines, with CZ stepping down as CEO and even going to prison, just two years later they don’t seem to care at all. They continue to ignore compliance requirements, and CZ is clearly back in the decision making role since getting out of prison. How will this ever change if you keep using their exchange? If you keep paying horrendous listing fees? If they can continue treating this industry like an infinite money printing machine? As long as nothing changes, they’ll simply remain too powerful, and they’ll keep laughing at the rules because they can just buy their way out of trouble. At your expense. Stop using CEXs.
English
40
45
315
29.5K
Simon Dedic
Simon Dedic@sjdedic·
I’M BACK IN CONTROL Simon: 1 Scammers: 0 Hope none of you fell for that low-effort attempt of me "promoting" a scam memecoin. Huge thanks to everyone who reached out, helped spread the word that the account was compromised, and especially the few chads who helped recover it so quickly. The effort hackers & scammers put in is annoying, but it doesn’t compare to the power of this community and every single one of you. Love you all.
English
76
1
183
5.3K
The First Aligner
The First Aligner@First_Aligner·
@sjdedic Algorand used KPI based vesting and lost the race of L1 against Solana even when they had much better technology & token structure
English
0
0
0
129
Simon Dedic
Simon Dedic@sjdedic·
MegaETH’s gtm should be a blueprint for every founder and token project in crypto: - Build a super-loyal community from day one by giving them access on the same terms as institutional investors. Great upside creates great loyalty. - Don’t waste tokens on meaningless listings and shady exchanges. The more you treat your token like Monopoly money, the more you’ll get dumped on. - Stop using time-based vesting as a lazy default. Time-based vesting is mostly luck, not strategy, especially in a hyper-volatile and fast-paced industry like crypto. KPI-based vesting is the only way to align token unlocks with actual progress and hence (more likely) performance. It’s obvious. It’s simple. And yet nobody had the courage to do it, because of monopolistic CEX pressure, rigid investors stuck in legacy playbooks, and impatient communities chasing quick gains. What the MEGA team understood: The only people who hate this approach are the ones who are toxic to long-term sustainability anyway. I honestly can’t think of a go to market strategy I’ve seen that looks more promising. Hope this becomes the new standard for how tokens should be brought to market, the right way.
Shuyao Kong@hotpot_dao

x.com/i/article/2019…

English
31
11
152
13.2K
The First Aligner
The First Aligner@First_Aligner·
@sjdedic All the current TGE solution lead to imminent dump post TGE. what's the solution in case it exists?
English
0
0
0
354
Simon Dedic
Simon Dedic@sjdedic·
Zama TGE: The Full Story TLDR: we fucked it up because we trusted Binance and other CEXs who are dumping The same old story, over and over again. When will founders learn?
Zama@zama

x.com/i/article/2019…

English
47
10
176
38.5K
Simon Dedic
Simon Dedic@sjdedic·
For months the MegaETH team has been positively surprising me with how differently they approach things. Real experimentation on how to go to market, instead of following the broken playbook of 99% of crypto projects that just perpetually bleed out. This might be one of my favorite experiments so far: Time-based vesting fundamentally makes no sense. Vesting should be aligned with what actually drives the business forward and what enables long-term token performance through real milestones. Anything else aligns short-term extractors, not long-term believers. Even though I feel massively underexposed with my tiny public sale ticket, I’ll keep rooting for the brilliant team @NamikMuduroglu @hotpot_dao @bread_ for continuously pushing this industry forward. OMEGA
namik // mega-chef Σ:@NamikMuduroglu

(re)introducing KPI rewards, aka our solution to the low-float, high-FDV dilemma. Over half of the MEGA supply will go to high conviction holders as major milestones for the protocol are achieved. This means supply unlocks are a function of success, not time.

English
22
4
102
10.5K
rom1919.eth 🦇🔊 | (💙,🧡)
Hi Roger, I’ve been following @AlignerZ_Labs closely; I genuinely believe it’s one of the few projects that can change the course of Web3. However, given the Wallchain situation, I have to ask: Does AlignerZ have the technical capacity to execute its roadmap independently? Is the IWO core product development still active?
English
1
0
2
43
The First Aligner
The First Aligner@First_Aligner·
@VitalikButerin voting power based on vesting length not only bag size. Quality of the votes (Aligned votes) matters not only quantity of votes.
English
0
0
1
26
vitalik.eth
vitalik.eth@VitalikButerin·
We need more DAOs - but different and better DAOs. The original drive to build Ethereum was heavily inspired by decentralized autonomous organizations: systems of code and rules that lived on decentralized networks that could manage resources and direct activity, more efficiently and more robustly than traditional governments and corporations could. Since then, the concept of DAOs has migrated to essentially referring to a treasury controlled by token holder voting - a design which "works", hence why it got copied so much, but a design which is inefficient, vulnerable to capture, and fails utterly at the goal of mitigating the weaknesses of human politics. As a result, many have become cynical about DAOs. But we need DAOs. * We need DAOs to create better oracles. Today, decentralized stablecoins, prediction markets, and other basic building blocks of defi are built on oracle designs that we are not satisfied with. If the oracle is token based, whales can manipulate the answer on a subjective issue and it becomes difficult to counteract them. Fundamentally, a token-based oracle cannot have a cost of attack higher than its market cap, which in turn means it cannot secure assets without extracting rent higher than the discount rate. And if the oracle uses human curation, then it's not very decentralized. The problem here is not greed. The problem is that we have bad oracle designs, we need better ones, and bootstrapping them is not just a technical problem but also a social problem. * We need DAOs for onchain dispute resolution, a necessary component of many types of more advanced smart contract use cases (eg. insurance). This is the same type of problem as price oracles, but even more subjective, and so even harder to get right. * We need DAOs to maintain lists. This includes: lists of applications known to be secure or not scams, lists of canonical interfaces, lists of token contract addresses, and much more. * We need DAOs to get projects off the ground quickly. If you have a group of people, who all want something done and are willing to contribute some funds (perhaps in exchange for benefits), then how do you manage this, especially if the task is too short-duration for legal entities to be worth it? * We need DAOs to do long-term project maintenance. If the original team of a project disappears, how can a community keep going, and how can new people coming in get the funding they need? One framework that I use to analyze this is "convex vs concave" from vitalik.eth.limo/general/2020/1… . If the DAO is solving a concave problem, then it is in an environment where, if faced with two possible courses of action, a compromise is better than a coin flip. Hence, you want systems that maximize robustness by averaging (or rather, medianing) in input from many sources, and protect against capture and financial attacks. If the DAO is solving a convex problem, then you want the ability to make decisive choices and follow through on them. In this case, leaders can be good, and the job of the decentralized process should be to keep the leaders in check. For all of this to work, we need to solve two problems: privacy, and decision fatigue. Without privacy, governance becomes a social game (see vitalik.eth.limo/general/2025/0… ). And if people have to make decisions every week, for the first month you see excited participation, but over time willingness to participate, and even to stay informed, declines. I see modern technology as opening the door to a renaissance here. Specifically: * ZK (and in some cases MPC/FHE, though these should be used only when ZK along cannot solve the problem) for privacy * AI to solve decision fatigue * Consensus-finding communication tools (like pol.is, but going further) AI must be used carefully: we must *not* put full-size deepseek (or worse, GPT 5.2) in charge of a DAO and call it a day. Rather, AI must be put in thoughtfully, as something that scales and enhances human intention and judgement, rather than replacing it. This could be done at DAO level (eg. see how deepfunding.org works), or at individual level (user-controlled local LLMs that vote on their behalf). It is important to think about the "DAO stack" as also including the communication layer, hence the need for forums and platforms specially designed for the purpose. A multisig plus well-designed consensus-finding tools can easily beat idealized collusion-resistant quadratic funding plus crypto twitter. But in all cases, we need new designs. Projects that need new oracles and want to build their own should see that as 50% of their job, not 10%. Projects working on new governance designs should build with ZK and AI in mind, and they should treat the communication layer as 50% of their job, not 10%. This is how we can ensure the decentralization and robustness of the Ethereum base layer also applies to the world that gets built on top.
English
818
535
3.3K
381.8K
Keng
Keng@kengdaica·
@binji_x scale layer 2s and fix those gas fees tbh
English
1
0
0
29
binji
binji@binji_x·
what can ethereum do better in 2026?
English
58
6
135
47.2K
Nikita Bier
Nikita Bier@nikitabier·
@JonnyQ__ Tell me what events happened in crypto in the last 60 days that didn’t get enough visibility and we’ll debug
English
392
8
501
206.5K
The First Aligner
The First Aligner@First_Aligner·
@about_crypto @xMETAVISION Yeah true Tipitee, there still 1 single thing not solved well (regarding the changes). Once everything finalized, it’ll be announced. I believe till Tuesday
English
1
0
2
103
Tipitee
Tipitee@about_crypto·
You're right so many mistakes were made by everyone, starting from the project and team and also quackers that didn't even dare to ape in. But what we can't have is always fake promises that feel like lies at some point. Yesterday was mentioned several times in the space that there will be 26 hours and then the bidding would stop and also an announcement was prepared and send after the live. Where is this announcement? Why things are constantly being changed? That's what is harming the project, not "Agent Naim is responsible cause he FUD"
English
1
0
5
177
The First Aligner
The First Aligner@First_Aligner·
The IWO is trending, pools might fill faster than we expected. Good luck & might the most Aligned bidders win.
The First Aligner tweet media
English
24
3
38
1.3K
Rayhan Koly 👾🛡️
Rayhan Koly 👾🛡️@rayhankoly46·
G26 💜 I’ve been in enough launches to know when something feels real and when it doesn’t. Most TGEs follow the same tired script: race to buy, race to sell, extract value, move on It creates noise, not ecosystems. Liquidity, not loyalty. what @AlignerZ_Labs is doing with $A26Z feels fundamentally different. this IWO isn’t optimized for speed. It’s optimized for intent. no one knows when the raise fills. no one knows when the countdown starts. no one knows when it ends. that uncertainty isn’t a flaw – it’s the point. It removes the one thing Web3 is addicted to: last-minute gaming. Instead of rewarding reflexes, it rewards understanding. Instead of rewarding who clicks first, it rewards who commits longest. that alone flips the entire psychology of participation. the introduction of TVS as a tradable NFT is the most underrated part of this design. quick flippers don’t dump the token – they exit their own vesting position. price remains protected. Inflation is controlled. the system absorbs speculation without being damaged by it. that’s not hype. That’s architecture. 5 pools. weighted allocation. time as the primary currency. this is not a guaranteed win model. It’s a fair one – and fairness in crypto is uncomfortable for people used to exploiting mechanics. and for creators watching closely: wallchain rewards coming in clean USDC isn’t just a payout – it’s a signal. transparency over theatrics. substance over noise. I’m not here pretending this is easy. you actually have to read. you actually have to think. you actually have to decide what kind of participant you want to be. that’s why this matters. not because everyone will win but because the system itself is designed not to be abused. if Web3 is going to mature, it won’t be through louder marketing. it’ll be through better structures. this feels like one of those moments. staying aligned. staying based. watching closely. 🧠
Rayhan Koly 👾🛡️ tweet media
English
16
2
33
1.4K
wale.moca 🐳
wale.moca 🐳@waleswoosh·
AlignerZ Labs introduced an interesting new ICO model which could at least partially fix what's currently wrong with ICOs. TLDR: Allocations are distributed based on the chosen vesting periods, which they call "Initial Weight Offering". Longer vesting = better entry price and bigger allocation. The special part is that the @alignerz_labs vesting schedules themselves are wrapped as NFTs, so they can be sold (or split) on secondary markets. Similar to how certain NFTs (Memeland Captainz etc) have tokens attached to them, only that here the NFTs are solely a vessel for the token. Right now the issue is: a) No vesting, mass exodus at TGE. b) Long vesting, no retail interest to participate, risk of being exit liquidity. This could bring us one step closer to fixing this. Happy to partner with them to bring sone awareness to this
English
436
36
699
42.9K
₿LUUUUUUUE💙🟧
₿LUUUUUUUE💙🟧@bluehub22·
Can’t believe that AlignerZ TVS can handle all this flexibility 😂 A morning meme for @AlignerZ_Labs meme contest:
₿LUUUUUUUE💙🟧 tweet media
English
70
6
101
2.6K
John Tears | 🤖
John Tears | 🤖@JohnTears·
There's one catch: this isn't necessary for projects. Their goal is to reach their fundraising goal. In the current market, this is a very difficult task, and long-term vesting is out of the question because the market is getting worse every day. And in a bull market, projects don't suffer as much from investors selling because there are buyers who are happy to buy on the spot. So what problem does this solve? Especially when there are numerous launchpads with big names, and that's enough to get them chosen.
English
2
0
1
61
Lessgo
Lessgo@Duckofdepth·
Alignerz Recap: What’s Actually Going On Here (No Noise) ‼️ This is almost everything you need to know about @AlignerZ_Labs Crypto launches failed for the same structural reason banks failed in 2008: short-term behavior funding long-term systems. ICOs rewarded speed. IEOs reintroduced gatekeepers. IDOs invited bots, gas wars, and instant liquidity shocks. Every model optimized for access, not alignment. @AlignerZ_Labs IWO (Initial Weight Offering) does something fundamentally different. It replaces: capital-weighted access speed-based competition speculative liquidity with time-weighted commitment. In IWO, you don’t bid with money. You bid with vesting length. Longer vest = more weight. More weight = better allocation. This single mechanic quietly solves multiple systemic problems: ‼️Anti-bank-run design No simultaneous exits. No panic liquidity shocks. ‼️Anti-dumper incentives Short-term actors self-filter out. ‼️Behavioral correction It rewards delayed gratification, not impulsivity. ‼️Bond-market logic Longer maturity → higher yield. Except here, the yield is allocation. ‼️No moral hazard Retail, VCs, and team are all forced into long-term alignment (yes, including the 26-year vesting). This is not a “fair launch.” Fair launches reward speed and infrastructure. This is a time-aligned launch. It explicitly takes the side of patience. That’s why Alignerz feels different. It doesn’t promise stability like stablecoins. It doesn’t chase hype like meme launches. It quietly builds a system where: trust compounds time has value and exits are earned, not rushed Most people miss this because they’re still asking: “how fast can I enter?” Alignerz asks a harder question: “how long can you stay?” And that changes everything. And thats why we are so bullish‼️
English
23
1
45
1.6K
Pelle
Pelle@PelleSolana·
Gm fam❄️ Today is the first day of a new era at @AlignerZ_Labs. Their IWO is all about time-based alignment, the longer you commit, the better your allocation. 
And with TVS, your vesting isn’t locked and forgotten, but transparent and tradable. No VC games. No fast exits.
Just long-term builders getting rewarded. Are you ready?
Pelle tweet media
English
22
0
26
228