crypto68club

This "Internet Capital Markets" trend is the hottest new meta since AI agents in January.

But will it last?

Here are my thoughts on the ecosystem now:

• In most cases, it's best to long leaders rather than chasing beta plays - think back to VIRTUAL, FARTCOIN, GOAT etc. (in this case it's LAUNCHCOIN).
• Traction is strong, Believe is top 4 on Solana for fees today, but the question is: will it last? If so, there is a tangible basis for this to re-price higher (but R/R is worse now at the current market cap vs my initial "call" at $90m and Fabian's $15m)
• The #1 important thing to monitor right now is whether the current fees and rate of new launches sustain (track using DeFi Llama and Dune analytics).
• Probably worth waiting for dips and seeing how the market reacts. That will tell you a lot. Thinking back to VIRTUAL, I remember it had a 2-3 day lull after making its first high (best strategy was to bid the new LTF range low (H1) that formed with inval - with 2nd entry on range high breakout).

https://debank.com/profile/0x6936e0742b0aa4fa0d41add67426203c42d2cc10