The explosion of Believe platform: master the first priority and buy low value slump

Author:Yuyue ( @yuyue_chris )

4/29 My first call @believeapp 's platform coins has been exactly half a month now. Some friends are still not optimistic about Launchcoin because of clout. Friends who don't know about it can mainly take a closer look at my four tweets and write down the logic in the tweets. Other fragmented thoughts were also posted and mentioned in the live broadcast, which is the full path to discovering the value depression.

[4/29] First of all, the most important question is, why does clout pivot not affect my judgment on the Launchcoin, that is, the @believeapp platform?

- This is said in my 4/29 tweet, and the reason I want to buy PASTERNAK again (launchcoin when it has not been completely renamed) is:

——"Today's two little golden dogs, $DUPE $SUPERFRIEND, were launched on the @believeapp platform. This new meme launcher, formerly known as clout me, was incubated and supported by @alliancedao. Today, the combined market value of these two golden dogs is 10M, and the platform coin itself is 80M, and the current platform coin is only 5M."

Yes, I have told you clearly since day1 that his predecessor was clout. The logic of purchasing again is that group member @0xEdwin999 discovered that he changed his name to $LAUNCHCOIN. It obviously looks like it will be a platform coin, but it just didn't explain clearly the empowerment.

When the two new golden dogs are easily pulled to 10m and the platform coins are only 6m, isn’t this the best buying opportunity? There is a clear value mismatch, which is a value depression.

【 5/4】Why continue to buy Launchcoin for the second time? To a large extent, it is because the meme launched on the boop was cut

- The most core logic is that the 100 1 M in the middle is much easier than the 100M

——No need for Long Yi

——"Think about it, when we buy tokens on letsbonk and boop, they are basically related to ""This is strongly related to bonkguy""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""""

If @pasternak can bring in an AI founder who can trade and do things, then he has explored the mentor of the new era DK (founder of Luna). Perhaps only this kind of non-centralized traffic can open the ceiling of tokens on the platform. ""Platform coins are fed back by revenue and Jingou revenue, rather than platform coins, create the upper limit of tokens on the platform." "Launchpad, after all, is used to launch projects, and needs to rely on revenue to effectively support the logic of the platform. People think that pumpfun is awesome not because pumpfun issued coins, but because he unified the weights and measures, so that all the golden dogs come from their platform.

At that time, I also knew that this idea was slow cook, which might not be fully verified by the market, but a real first-level investment thinking that directly purchased the platform coins of its FDV with only 6M. 6M undoubtedly has nearly a hundred times the increase compared to other launchpads, especially the 500M boop that just came out. There is a clear value benchmark, which is a value depression.

Since then, Launchcoin has washed 2M at one point.

【5/12】Internet capital market, Solana’s core circle and European and American circles want to lead new narratives emerged

- At this time, from the perspective of platform coins, the first thing I pay attention to is "$DUPE went to 20M+ Dafei"

- So I emphasized his platform revenue logic again: "This target is very cost-effective, because it is currently only 6M FDV - Alliance dao @alliancedao

Launchpad, which has founders who can bring high-quality AI founder resources, is incubated and supported.

While posting, I also found that Solana's core figure @rajgokal , one of Solana's co-founders, Solana Labs COO, and the version god @himgajria , in the AI ​​craze, are discussing the concept of Internet capital market.

B TC has returned 100,000, but the market is lifeless. The altcoin is raising meaningless and fundamentals. This market undoubtedly needs new narratives, new concepts, and new words.

At that time, I realized that this new word and new concept may be the new narrative that Solana wants to lead and explore the development of fundraising and real equity and real assets in a decentralized way. It is similar to the ideas of RWA mentioned in recent months and the previous top article "Let Opportunities Fairly happen on the Chain: On -chain narrative transformation, voice transfer, positive industry changes, and enlightenment of primary market investment brought by AI Agent, so I even told Lizhuang that I added a bonus when I broke through 20M.

At that time, Launchcoin was 22M, and the concept of Internet capital market had just surfaced, so this was still a value depression.

5/13] When the new narrative comes, be the one who believes first, and the currency circle needs to create dreams

- "This new platform @believeapp is a decentralized YC incubator, this version of ai16z"

- " The predecessor of @pasternak 's product, clout, had a bad experience, which led to a prejudice against believe. However, the founders do not have to be responsible for issuing a new platform currency for the previous currency. When they continue to explore new directions, they can still insist on changing the currency for new coins. This shows that they are not the type that they want to run away after a wave of money." While biasing Launchcoin, don't forget, Virtual @virtuals_io

It also transformed from a chain game union to the current leader in AI Agent Launchpad. The market should recommend people who insist, rather than those who keep sending new plates after running away from old projects. I also had contact with @everythingempt0 in the early days of Virtual , but by chance. Before the AI ​​craze arrived, no one thought that when FDV 15M could reach the moment when the new 2B narrative arrived, it was the first person to believe in it, and the currency circle needed to create dreamers. The rise at this time is more based on optimism about the big market and optimism about new narratives and emotions. Of course, you can also say that I am blind fomo, but I have a cost advantage of dozens of times. When sharing logic and project updates, the price of the buy key is less than 100M in your own hands. Whether it is a value depression requires imagination.

I have also mentioned my thoughts about the @believeapp platform, what I need for the new platform, and other related thoughts in my tweets these days. When the entire path of Launchcoin bursts has clear signals and logic, the new narrative created is a kind of open plot. Because even though I don’t know people like @alliancedao and the core circles of Europe and the United States, I can still capture a hundred times at a low level through clues, master the first nature of logic such as assets and revenue, and buy in a value depression, no matter what, investment is to buy at a low price and sell at a high price.