Đôi lời tâm sự mỏng với anh em trong cộng đồng. Thật ra kế hoạch năm nay của mình hoàn toàn không có việc sẽ build cái gì liên quan đến cộng đồng và nhất là ở Việt Nam Phần nhiều là vì mình khá bận với nhiều vai trò khác nhau, còn lại thì mình cũng ngại việc build 1 account song ngữ. Nhưng đôi khi có nhiều chuyện xảy ra không như mình đã nghĩ. Xuất phát từ 1 drama với 1 KOL ở Việt Nam mà mình mới quyết định “muốn làm gì đó” để anh em chấm dứt việc bị dắt mũi. Như anh em cũng đã thấy thì mình build cộng đồng này ko nhằm mục đích kinh tế, cũng không có ý định gì về việc kiếm fame từ đây. Tất cả là free và hoàn toàn dựa trên kiến thức và trải nghiệm của bản thân. Nói không với mõm và bịa kiến thức để lùa cộng đồng. Quan điểm và mục tiêu thì vẫn nhất quán là support cộng đồng Creator Việt Nam có thể có kĩ năng và được trang bị tốt hơn để đi thi đấu với quốc tế. Nhưng để làm được những điều đó thì không thể dựa vào 1 mình mình. Đó sẽ cần là tầm nhìn chung của rất nhiều người không chỉ là ở trong đây mà còn là những Creator khác ngoài kia mang dòng máu Việt Nam. Mục đích của mình khi tạo ra cộng đồng này là để các bạn hãy mạnh dạn, chủ động và nghiêm túc với việc build branding. Đừng ngại việc chia sẻ và viết về những hành trình, khó khăn hoặc kể cả là flex thành tựu của mình ở đây. Vì việc viết hay bất cứ công việc nào khác. Chúng ta chỉ có thể master nó khi chúng ta đã tập luyện và lặp lại nó rất nhiều lần. Qua một thời gian ngắn kết nối và theo dõi thì mình cũng đã thấy một vài anh em bắt đầu có kết quả nhất định sau khi thay đổi. Đó thật sự là niềm vui với mình. Và như mọi người đều đã thấy Chính phủ cũng đã có những bước đi rõ ràng hơn để hiện thực và hợp pháp hóa Crypto ở Việt Nam. Vì vậy mình tin rằng trong tương lai những người có kĩ năng, kinh nghiệm và góc nhìn sâu sắc trong ngành này sẽ có nhiều con đường để tiếp tục phát triển. Hãy kiên định và tiếp tục tiến lên. Mình rất tự hào khi được đồng hành cùng mọi người trên hành trình này.

Gm We're fine.

Thinking of joining the new KaitoAI Capital Launchpad with Theoriq? I did the math so you don’t have to. Here’s what you should really know before throwing $1,000 into it 🧵 ----------- 1. TL;DR of the raise: • Raise: $2M • Valuation: $75M FDV • Token Supply: 1B Unlocks: • 25% at TGE • 37.5% after 12 months (cliff) • 37.5% linear (months 13–24) So if you invest $1,000, you get 13,333 tokens at $0.075. But you can only sell 25% at TGE → 3,333 tokens = $250 unlocked. ----------- 2. When do you break even? To recover your $1,000 at TGE, those 3,333 tokens must be worth $1,000. That means: → Token needs to launch at $0.30 → That’s a 4x from entry price ----------- 3. Can it 4x? Maybe. But here’s the reality check: i/ Big VC bag overhead - That’s 300M tokens, and you're only getting access to a slice of 2M raise now. - You’re joining at the tail-end of the raise - Early seed buyers likely got in much cheaper than $0.075 ii/ Unknown circulating supply at TGE - We know you unlock 25% - But how much will be live from treasury, team, community, or other VCs? - A low float could cause a pump or a dump. iii/ $75M FDV is not cheap - It’s already halfway to $150M (previous round valuation) - For a token with no TGE, no utility live yet, and early-stage product traction. This is mid-to-high risk ----------- 4. So is it bearish? Not necessarily. You can win if: - The TGE pumps 3-5x - There’s a big KOL/media push - Circulating supply is low enough for a demand squeeze - You’re down to hold for 12–24 months But if you're hoping for a quick flip, it's high risk. ----------- 5. Context matters: - Theoriq raised $10.2M from solid names: IOSG, HashKey, Hack VC, Hypersphere, SNZ, etc. - They’re launching Alpha Studio, AlphaSwarm, and set aside 18% of tokens for the community. Tokenomics: • 30% Investors • 28% Treasury • 24% Team (3Y vest) • 18% Community (yap-to-earn, ambassadors, etc) Still fundamentals don’t cancel out valuation risk. ----------- 6. Recap: If you invest $1,000 Token at $0.075 → sell $250 at TGE Token at $0.15 → get $500 (still -50%) Token at $0.30 → break even Token at $0.50+ → early profit The question is: Do you believe $THQ can 4x at launch? That’s the bet. ----------- 7. Final thoughts This post isn’t hype or FUD. It’s just basic math, context, and protecting your capital. If it helps, drop a like or RT for others doing due diligence NFA, do your own research, protect your capital. Thank you

8 months on Kaito and the growth is real. More smart followers. Higher on the leaderboards. But more importantly: deeper connections and sharper insights. No spam. No shortcuts. All organic. Just showing up, staying consistent and posting what I actually believe in. Kaito isn’t just a grindfest. If you play it right, it becomes a signal amplifier Onwards 🚀

Pudgy Penguins at 4 Years Old: By the Numbers 🐧🎂 1/ Pudgy dropped on July 22, 2021. 8,888 NFTs at 0.03 ETH mint. Sold out in under 20 minutes. 2/ LucaNetz acquired the project for 750 ETH in April 2022. 3/ Over 2M+ plushies sold, now available in all major retail stores across the United States. 4/ The most memeable NFT brand alive with 53B+ GIPHY views. 5/ Expansive ecosystem with ~5M followers across all social media platforms. 6/ Airdropped $PENGU to ~7M wallets. The largest in crypto history. 7/ Most expensive recent sale: Penguin #6873, sold for 400 ETH ($1.48M). 8/ First NFT collection that submitted one official ETF application. 9/ 27+ trademark filings protect IP, toys, brand marks, and digital rights worldwide. 10/ Token based on the most successful NFT collection in history with $4B FDV, currently ranking in the top 50 coins by market capitalization. From JPEGs to Walmart shelves to Wall Street filings. Happy 4th birthday, Pudgy Penguins 🐧💙 The Internet’s favorite IP just getting started.

It’s been 24 hours since Kaito announced Espresso as its first Launchpad project. Besides concerns about FDV and Vesting Terms, there are still many people defending it. But they forget the most important thing. It's not about whether Espresso is good. It's about what price you're paying to find out. Let's review some information: Espresso’s raise history: - 2020: Seed round (~$2M) - 2022: Series A (~$30M) - 2024: Series B (~$28M) - 2025: Launchpad public round with $400M FDV That means: - Seed investors have been in for 5 years - Series A VCs for 3 years - And they’ve likely seen no liquidity (token not launched until 2025) In the VC world especially in crypto. 3–5 years without an exit is already pushing the limits of partner patience and fund performance pressure. --- So what happens? If insiders can’t sell equity (since there’s no acquisition or IPO), they need an alternative liquidity path: → Answer: The token launch But to make this token launch work for them: - It needs a high FDV, so their token allocations are worth something big on paper - But the retail buyers can’t feel rugged so they design: → 0% TGE for private rounds → 1-year cliff, then linear vesting over 12 months This looks good optically: “See? Insiders can’t dump at TGE. We’re protecting you.” But functionally, what it really does is: - Push risk onto public round participants - Lock insider tokens during the hype cycle, but prepare a runway for exit just as the hype cools So while VCs don’t exit immediately, this design gives them a clear glide path with FDV set high enough to hit fund-returning multiples if price holds anywhere near launch levels. --- Why This Matters Most public buyers think: “0% TGE = safe from dumps” But they forget: - They’re buying in at the top of the valuation curve - With a 2-year vesting window ahead of them - While earlier VCs already 5–10x'd on paper and will be ready to sell into any strength once cliff ends --- Not saying Espresso is a bad project. But let’s be real: You’re not “early” here. You’re exit liquidity, just politely delayed over 2 years. Not financial advice, but know what you’re buying.

It’s Launch Week⚡️ The $OMNI Presale goes live on July 25⌛️ After 3 successful token launches📈across two chains, we’re unifying it all into one powerful engine on 6 chains🌐 Built with most advanced V4 engine, $veOMNI governance and self sustaining liquidity infrastructure🚀

Crypto doesn’t need another farming chain. It needs purpose. That’s why I think more people should be paying attention to @educhain_xyz. Most L2s are fighting over the same narrative: DeFi, gaming, farming, repeat. EduChain took a different route entirely: → Build a Layer 3 just for Education. It might sound strange at first but the more you look into it, the more it makes sense. --- In Web2, your education is locked inside someone else’s system: - Your grades - Your certificates - Your learning history All siloed. Stuck in centralized databases that don’t move with you. And definitely not something you actually own or control. --- EduChain flips that. It’s a full-stack learning ecosystem. Where your progress is provable, portable, and valuable. On EduChain, you don’t just “study.” You: ✅ Earn onchain rewards (Yuzu Points) ✅ Get NFT-based credentials tied to your wallet ✅ Build a real, verifiable skill profile ✅ Access dApps like @pencilfinance_ for onchain student loans ✅ Stake $EDU, join governance, and even run sequencer nodes through EDULand NFTs You can literally become part of the chain’s infrastructure just by learning and contributing. --- They’re not building for traders. They’re building for: - Students - Teachers - Self-learners - Developers Anyone who believes knowledge should be sovereign, open, and self-custodied. And they’re not faking the tech. They’re using real tools: - Layer 3 built on Arbitrum Orbit - Onchain points system (Yuzu) backed by 150M $EDU - EDULand = rentable validator NFTs - Infra stack: Gelato, LayerZero, Goldsky, DIA oracles, and more It’s not a fork. Not a hype chain. It’s a real Layer 3 with its own economy, tooling, and long-term vision. --- And here’s the thing: If crypto can’t make education more open, portable, and usable for real people, what are we even building for? EduChain gets closer than anything else so far: - Open infrastructure - Real ownership for learners - Student loans and big plans for lending - Dozens of dApps built, not just promised --- It’s not perfect. Liquidity and rewards still have to go the distance, and adoption is in its early innings. But of all the “real world” blockchain pitches, EduChain is actually showing signs of true impact. Education Everywhere. Arbitrum Everywhere.

Feels like forever since we had new NFT projects launching every week with people grinding, contributing, competing just to earn a WL. Lately I’ve seen a lot of KOLs saying “NFT szn is back,” but honestly? Scrolling the TL and seeing the same 5 collections getting congrats again and again. It’s getting kinda stale. No shade. I’m happy to see the legends win. They deserve it. But I also want to see new energy, new builders, and new ideas enter the space. That’s how we grow. That’s how we get a real, sustainable NFT szn. Not just a replay of the old meta but something fresh. Something worth showing up for.

Infinex deserves to be in the top 3 projects with the healthiest Mindshare on Kaito's leaderboard right now. - Supported by many Smart Followers - People are exploring many aspects of the ecosystem - The $6M Yaprun campaign spanning the entire year demonstrates long-term vision and commitment It's rare to see a project play the long game and ship nonstop during a leaderboard sprint.