It's fine, just a little bit of $light. I'm already deeply trapped and currently don't plan to add to my position, so it's all just nonsense. 1. The only top-tier business left in the crypto space that we can do ourselves is gambling, $hype and $pump. 2. The launchpad is a business that can earn at least $500 million a year; this is a huge piece of meat. But to do this business well, we need to start from the height of memes. The most impressive meme in the last month should be $spark, right? Highest at 80m? 3. Why are memes not working anymore? There are various explanations in the market, but the core issue is simple: they are not making money anymore. All the flashy tricks have been played out, and there are more scythes and tools than there are leeks. But this still doesn't mean that the meme business is failing; pumps can still yield over $1 million in daily revenue. 4. The solution to the problem, I think, is still a consensus issue. Consensus comes either from a great story or from a great background; emotions are the boosters of a specific era. 5. Stories are scarce, but backgrounds can be reused repeatedly. Various dragon concepts, various old horse concepts, a16z concepts, all can be used repeatedly to stimulate the market. But the problem goes further: as a casino owner, whether it's bonk or alon, or even bsc's dual saints, they have all proven with their strength that celebrity endorsements for a specific project or concept are always a wave, and the heights are getting lower. 6. So the most impressive thing is how to create formulas in bulk, stably, and periodically. Ideally, there should be a golden dog every week, where everyone has stable expectations and is pursuing that weekly lottery jackpot. 7. This is where the heaven platform cuts into my territory. They set up a fund, with a new subject every two weeks, supporting tokens within the theme, and buying, buying a lot, only buying and not selling (the founder's exact words on Twitter). Moreover, the fund's purchases are anonymous and will not disclose holdings; it will always be a black box, maximizing the fun and odds of gambling. 8. I think this is crucial: stabilizing and periodicizing expectations. Other launchpads are either rolling out defenses/unlocking/technology, or rolling out token issuance methods, or doing recommendation rewards. I think these haven't solved the fundamental problems. On another note, buybacks are toxic and very addictive. This brings us to the issue of business models. Launchpads are inherently the strongest business model, but both bonk and pump have shortcomings in value capture. So pump needs to create its own swap, while bonk can only solve it through buybacks. Heaven's solution is to build its own dex, keeping all profits for itself. As long as transactions occur within the ecosystem, they ultimately benefit $light, which is very strong. Just like useless, which can not only boost bonk's popularity but also genuinely congratulate bonk on profits; this is very impressive and doesn't fear the so-called ecosystem surpassing platform coins. You just need to be awesome, and I will earn passively. 100% buybacks are not just a stock-like method; they also make holders very willing to gamble on the platform because they know that even if they lose, at least the portion that the casino takes will be something they can enjoy through holding coins. The interests of gamblers and the casino are aligned, which is very impressive. Similarly, the devs holding coins are the same; they not only enjoy the profits of their own projects but also benefit from the growth of the entire platform. So it's very addictive. .... But to be fair, the platform is a 2b business; the customers it targets are not gamblers but market makers and developers. The heaven platform has been launched for 10 days, and there are still no impressive projects emerging. The project's first phase of support has already passed the halfway mark. It can be said that we have reached the most critical stage of falsification. If after 7 days, there is still no explosive ecosystem, then I will definitely admit defeat. Good business models are rare, but if the execution team is not capable and cannot solve key issues, then it will still be in vain. Currently, my position is a bet on the business model, and I am clearly very invested. So if you are also interested in this project, I suggest you continue to wait and observe the project's delivery capabilities.