one of the, if not the biggest mistakes people make while doing infofi is picking the wrong projects to go all in on
i've made that mistake before, and trying my best to not make it again (going pretty well in september so far won't lie to you)
it's pretty simple mathematics - the higher the project opens at, the higher the chance you are of getting a bigger airdrop. going all in on a project that's likely to open at a ~100M FDV, even if you end up super high up there, isn't likely to feed you as much as being middle of the pack somewhere on a project that opens at a 2B+ FDV
what do you look for? simple - fundraising amounts and fundraising evaluations (if that's possible). the higher the funds raised, the higher the chance it'll open at a higher evaulation (mathematics...)
with that being said, 2 projects that im super looking forward to, targetting october TGE's that likely haven't snapshotted yet
1) @cysic_xyz - ~20M raised, last round public node sale easily sold out ~250M FDV for $CYS. ZK layer - ZK is everything right now (very very meta)
2) @irys_xyz - 20M raised, no idea what last fundraising evaluation is but it's probably high up there as well. generated this cool Irys datacard (will link below) - another L1 programmable datachain - we love L1s (and the evaluations that usually come with them)
pick the right projects and make good dough
pick the wrong projects and be sad
how exposed are you to these two?


generate your own irys cards my guys and gals
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