I'm going to use a few projects to give you an idea Virtuals Monad Seedify Magic Newton Caldera Fogo Union To start, we will discuss about @virtuals_io and @SeedifyFund in this tweet For Virtuals: It is the biggest on chain Launchpad and leading the AI agent narrative. It has an ecosystem of based agents like Vader and Aixbt. It is the leading dapp on base--- second order thinking. Marketing wise, the names in Virtuals are noteworthy @beast_ico @Jampzey @Slappjakke @Hydraze420 @gkisokay High signal accounts who have constantly provided value to their followers and TL. Wave one was a banger and so far, wave 2 has had steady cooks. Example of wave 2 cooks include $VIRGEN, $AXL, $ARBUS, $SOLACE and the recent one being $IRIS on the Ethereum mainnet With Virtuals you can use your funds to get Virgen points or you could yap---the InfoFi narrative. It is a money making glitch and as such whales and plebs alike can use this to generate funds at their own pace. Seedify on the hand is an OG launchpad. They've had really decent cooks since 2021. @meta_alchemist is a notable builder and one in touch with the community—man knows how to cook. Seedify has had cooks like Bloktopia which did a 700x in 2021 and @Chain_GPT which is an AI giant on the BNB chain. The last AI jam faired relatively well despite rough market conditions. High Signal Accounts include: @GalileoWil @ghost93_x @thegreatola Seddify 2.0 is a fresh play and as such @thep33l is a decent first mover. It is simply following the Virtuals playbook. Yap to get WL with a staking $SFUND multiplier. If seedify get's it right, this could be another money glitch. TLDR: - Project's Utility - How impactful is its Utility (TGE performance, revenue generation, PMF—is it really being used? And if it is been used, are there really tangible results?) - Founder perdegree - Social backing (who and who is in) - How early is the narrative (If it isn't so early, how much steam is left) - What are the clear ways I can really benefit or rather, how is value incentive aligned towards users. Does this click for you or do we disect more projects?
Which projects are you bullish on? Give me your reasons why.
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