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Simon Tran
Why ICM - Internet Capital Markets ?
- Xu hướng gọi vốn ở web2 đang thoái trào trong những năm đổ lại đây. Nghe khó tin vì lâu nay người ta vẫn đầu tư startup ở đó. Nhưng năm nay đã chứng kiến mức giảm kỷ lục trong 9 năm qua của thị trường fundraising Hoa Kỳ.
- Mọi thứ Mỹ làm đang thúc đẩy cho Crypto, rất rõ ràng. Về cả vấn đề gọi vốn cũng vậy.
=> Xu hướng gọi vốn đang dịch chuyển sang web3.
- ICM đại diện cho một sự thay đổi mô hình trong gây quỹ, cho phép bất kỳ ai cũng có thể token hóa ý tưởng, ứng dụng hoặc cộng đồng trên chuỗi, vượt qua các rào cản truyền thống như đầu tư mạo hiểm hoặc IPO.
- ICM tận dụng khả năng mở rộng của Solana để dân chủ hóa hoạt động gây quỹ. Các dự án liên quan đến ICM phù hợp với xu hướng token hóa tài sản thực (RWA) và đổi mới trong DeFi.
Các dự án tiềm năng:
- Leader narrative: $LAUNCHCOIN. Đại diện cho từ khóa ICM, được Solana “shill” và đầu tư 1M$.
- Memecoin đại diện: $GOONC
- $PCULE: Dự án được hỗ trợ và đứng sau là Polymarket. Sản phẩm có nhu cầu, tạo ra volume và có thu được fees. Được invest 500k$ bởi ventures top 1 Solana.
- $AIXBC: Một dạng ventures phi tập trung, focus vào nhóm dự án ICM. Được support mạnh từ team Launchcoin.
- $DUPE: Nằm trong top dẫn đầu, có mô hình kinh doanh web2 mạnh. Không ưu tiên lắm vì cap kha khá trung bình và mô hình KD web2 chưa đến mức quá hấp dẫn làm động lực kéo token ở web3. Nhưng cũng là sự lựa chọn an toàn nếu đi vào hst ICM.
- - $VIRUS: Platform xây dựng cho các game socialfi. Là dự án thứ 2 công bố được support bởi Launchcoin.
- $ORGO: Một dự án phát triển Computer, một dạng DePIN nhưng tập trung tài nguyên máy tính phát triển cho các AI Agent. Là dự án đầu tiên công bố được LAUNCHCOIN support chính thức.
Ở phía Base có 2 dự án: $RIZZY và $YUUKI mà mình đã chia sẻ thông tin ở livestream, note lại đây cho ae đã miss thông tin thôi.


Simon Tran
Internet Capital Markets is the next trend. 🚀
Là dự án nhận được 1M$ từ Solana Foundation, dẫn đầu từ khóa ICM.
Khi cập nhật về việc fundraising mình mới thấy rõ 1 bối cảnh toàn diện hơn, rõ ràng các tổ chức lớn đang đi trước 1 bước và được dẫn dắt bởi các thể chế lớn. Không tự nhiên trong giai đoạn này:
+ Hoa Kỳ duyệt đạo luật stablecoin, thúc đẩy token hóa tài sản lên onchain.
+ Ondo Fi, Solana liên tục nói về từ khóa Internet Capital Markets. Phát triển các sản phẩm liên quan đến token hóa, đặc biệt là gọi vốn thông qua onchain. Sắp tới là thúc đẩy các dự án DeFi mở rộng utility cho RWA.
Xu hướng gọi vốn toàn cầu đang chuyển dịch mà ít người nhìn thấy, từ web2 => web3. Internet Capital Markets là xu hướng sẽ đến.
Keywork sẽ là:
- Launchpad nào sẽ giúp người dùng thông thường tiếp cận vào thị trường gọi vốn của Hoa Kỳ ?
- Các ứng dụng tài chính nào sẽ thúc đẩy utility cho các token hóa ?
#Launchcoin là một nền tảng launchpad giúp phát hành token chỉ với một dòng tweet trên X. Dễ tiếp cận, dễ sử dụng với các đối tượng ngoài web2. Là dự án đầu tiên nhận dc 1M$ rót vốn thông qua hackathon từ Sol foundation đợt rồi.
Launchcoin không cạnh tranh với Pumpfun hay Bonkfun mà nhắm vào tệp KoL, doanh nghiệp web2 muốn tiến vào web3.
Dự án sắp có những bản cập nhật về cơ chế launch, cho phép owner mua 1 phần token ngay từ khi tạo giống với pumpfun. Cho phép mở vesting giúp giảm lực xả giống Jupiter Studio.
Và quan trọng hơn hết nếu nhắc về từ khóa ICM - Internet Capital Markets, hiện tại ở Sol LAUNCHCOIN đang là đại diện có token. Solana 1 tháng qua liên tục shill về từ khóa Internet Capital Market. Và tweet trực tiếp về dự án cho thấy vai trò và vị trí Launchcoin trong hệ sinh thái Solana hiện tại.
Ngày mai mình sẽ có buổi livestream trên youtube, ae nhớ tham gia nghe mình chia sẻ thêm về hệ sinh thái ICM nhé.

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winiam
#Believeupdates for Wednesday, July 23, 2025

winiam
Daily @believeapp Ecosystem Updates in the last ~24 hours (for 23-7-2025)
Key updates today
🟢Believe introduced Pandemic Labs as their next grant recipient
🟢Kled officially stepped out of the Believe ecosystem
🟢You can now access Orgo computer via the Jatevo terminal
This post covers every update from Believe tokens above a $250K MCAP. Projects below $250K or without updates in the last 24H are not included.
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Let's see what's new today!👇
----------$50M+ MCAP----------
@believeapp - $LAUNCHCOIN - $69.84M
- Believe introduced Pandemic Labs as their next grant recipient. They are a game studio, with a focus on SocialFi x simulation gaming.
- Founder @pasternak loaded a wallet with SOL in order to support project in the Believe ecosystem. He shared this wallet on his profile too.
- Ben shared updates regarding the Believe flywheel and the poor communication from the Believe team to the community. He apologized for the lack of communication and stated it is on them to earn the trust back. As for the flywheel, they are working with a team widely regarded as the best in the space for this kind of work. They are now in the final innings of the process.
----------$25M+ MCAP----------
@startuponsol - $STARTUP - $25.93M
- Permanently locked almost $1,100 worth of STARTUP-SOL.
----------$5M+ MCAP----------
@useKled - $KLED - $9.78M
- Kled officially stepped out of the Believe ecosystem and are currently working with the Meteora team to update KLED's metadata on DexScreener, Jupiter and more.
- I'm not sure what to do with Kled now. I think I have to leave them out of the updates as of now. Will decide this week. It's a shame because the project is very unique.
----------$2.5M+ MCAP----------
@orgohq - $ORGO - $4.31M
- Founder @spncrk bought back $20K worth of ORGO with the fees they have made. These tokens will be locked or added to the LP soon.
- Official product updates will happen on @orgohq from now on.
@vivabo - $VIVA - $3.49M
- Viva partnered with @HelloMoon_io to bring powerful Solana infrastructure directly into the VIVA app.
@addicteddotfun - $VIRUS - $2.87M
- New token
- Addicted is the 2nd grant recipient from the Believe fund.
- They are a game studio, with a focus on SocialFi x simulation gaming.
- Their game got 200k signups before launch.
----------$1M+ MCAP----------
@usegiggles - $GIGGLES - $1.09M
- Giggles earned $250 from users buying AI image + video generation credits in the Giggles app since introducing the MVP features a few days ago. They will put this revenue and future revenue into buying back GIGGLES as well as distributing some of that GIGGLES to their top users.
@yapper_so - $YAPPER - $1.01M
- Yapper is shipping new AI models this week. These include Kling Pro 2.1, Hailuo-02-max, Flux-Kontext and mmaudio.
----------$500K+ MCAP----------
@promptbidder - $PROMPT - $910.52K
- Prompt is working on a reddit integration. With this integration, users will be able to see who is on r/homes or r/games for example. Regular accounts will be able to monitor one reddit community, pro accounts more.
@WaterMinder_app - $WMDR - $751.06K
- The web team is building the point system & referral rewards to boost engagement with WMDR
- WaterMinder is fine tuning the crypto onboarding flow
- Privy wallets are configured and ready for the next steps
- WMDR holders will have premium features unlocked
- WaterMinder did a 1.56M WMDR buyback last night to add to the treasury
@consumerclub_ - $CLUB - $740.40K
- Consumer Club announced 5 new members joined them today. To see who, visit their profile.
- Consumer Club bought back over $20K worth of CLUB today.
@DexToroApp - $DTR - $664.88K
- Founder @nick_nechanicky shared that DexToro is thinking of migrating out of the Believe ecosystem too.
@finna_xyz - $FINNA - $644.85K
- Finna is now live on the App Store.
----------$250K+ MCAP----------
@RECCFinance - $RECC - $410.28K
- RECC has a major partnership coming to the platform this week.
- They are also working on a flywheel mechanism designed to benefit both long-term RECC holders and real estate investors.
@InboxApp_ - $INBOX - $326.50K
- Inbox made a new X profile : @Inbox_sol. On this profile you can expect BD strategies, partnerships and product announcements.
- First update from the @Inbox_sol page : Rewards have been updated to start at 10 views per post.
@JatevoId - $JTVO - $297.64K
- You can now access Orgo computer via the Jatevo terminal.
- Jatevo is invited to the AI+ Power Innovation Forum held by China Southern Power Grid Có., Ltd on July 25-30.
@sanafionchain - $SANA - $287.16K
- Phase 2 is coming for @ethicslaunch. You can expect ethical projects, real builders and profit sharing in SanaSOL for SANA stakers.
@stick_dao - $STICK - $279.84K
- Stick DAO locked 23.55% of the total STICK supply.
------------------------------
New tokens today
1. Virus, $VIRUS, @addicteddotfun
------------------------------
If you've read this far, I appreciate you! I provide these daily updates for FREE. If you want to support me, kindly drop a like and follow and join my X community in my bio. All of my tweets from the last 6 months are organized over there by category.
Tag a friend who should see this update!
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About Launch Coin on Believe (LAUNCHCOIN)
Learn more about Launch Coin on Believe (LAUNCHCOIN)

Exploring the Rise of Launch Coin on Believe: A SocialFi Revolution
Introduction to Launch Coin on Believe Launch Coin, formerly known as PASTERNAK, is the native token of the Believe platform, a Web3-based SocialFi ecosystem. The platform aims to transform fundraisin
Jul 15, 2025|OKX
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