RE: SEED Holdings Report #31 - Keep humble, stack sats.

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Playing the launchpads does drama (in times of bears) to the portfolio value when including all the locked tokens. Similar things happened to my setup with the few launches I was in with TenseT. FitFi may be overhyped, but this one may do well when cryptos are done with the bears and let the bulls come and play again, whenever that happens. Orrrrr, FitFi is bypassed by others since m2e seems to be the new thing which will attract a lot of other projects trying to do very similar stuff. But what do I know :)

Are launches still happening?

Larynx: Still not 100% sure what this actually does. Isn't this token losing value over time; I mean, isn't the token representing a decrease of mining power over time? Anyways, need to read up on all this SPK stuff and how their tokenomics work.



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Are launches still happening?

DAO maker sources say they are receiving more requests than ever to launch using their platform but also that they're picking up less projects overall than ever. SO I expect fewer projects but with higher raises and more valuations. Currently, they've been halted (also to be expected).

Regarding larynx, it's currently a very speculative play for which I don't mind allocating a few hundred $$. We'll see how its tokenomics unfold :)

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High raise projects are super indeed.

10Set is setting itself up for large projects as well. They will allow a few more subscriptions. It's their explanation that they cant get to larger projects when just having 10k subscription. Not sure if I shall believe them. That said, more subscriptions is good for the token price, though it may not be that good for the participation lot size. Lets see what this one will deliver over time. Also, the 10set team said they will continue launches even when we are in bear and even when some crypto winter will happen. Let's see how many projects want to launch under such circumstances though.

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