When the new narrative arrives, be the first to believe; the crypto world needs dreamers.

Author: Yuyue

4/29 It has been exactly half a month since I first called @believeapp's platform token. Some friends are still skeptical about Launchcoin due to clout, and for those who are not familiar, you can take a closer look at my four tweets where I laid out the logic in detail. Other scattered thoughts have also been shared on Twitter and mentioned in live streams; this is the full path to discovering value gaps.

【4/29】First, the most important question: why does the pivot of clout not affect my judgment of Launchcoin, which is the platform of @believeapp?**

I mentioned this in my tweet on 4/29. The reason I want to buy PASTERNAK (the name before it was fully changed to Launchcoin) again is:

—— "Today, the two small golden dogs $DUPE $SUPERFRIEND were launched on the platform of @believeapp, which is a new meme launchpad that originated from clout me, incubated and supported by @alliancedao. The combined market cap of these two golden dogs is 10M, while the peak of the platform token itself was 80M, and now the platform token is only 5M."

Yes, I made it clear from day one that its predecessor was clout. The logic for buying again is that group friend @0xEdwin999 discovered that it was renamed to $LAUNCHCOIN, which clearly looks like it will be a platform token, just not clearly stated how it will be empowered.

When two new golden dogs casually reach 10M, while the platform token is only 6M, isn't this the best buying opportunity? There is a clear value mismatch; this is a value gap.

4/29 tweet link:

https://x.com/yuyue_chris/status/1917061019802997068…

【5/4】Why did I continue to buy Launchcoin a second time? It is largely because the meme launched on boop was cut.

The core logic here is that 100 tokens at 1M are far easier than 1 token at 100M—no need for a dragon one—"Think about it, when we buy tokens on letsbonk and boop, they are basically related to 'this is strongly associated with bonkguy' and 'this interacts with dingaling', and the degree of centralization is hard to break away from in a short time, which instead will limit the platform's ceiling. The initial traffic is both good and bad… This is completely different from the current strategies of new platforms… If @pasternak can bring in an AI founder who knows how to operate, then he has essentially found a talent scout for the new era DK (founder of Luna), perhaps only this kind of decentralized traffic can break the ceiling of tokens on the platform. 'The platform token is fed back by revenue and golden dog income, rather than the platform token creating the ceiling for tokens on the platform.'"

A launchpad, after all, is used to launch projects and needs to rely on revenue to effectively support the platform's logic. People think pumpfun is amazing not because pumpfun launched a token, but because it unified the measurement standards, allowing all golden dogs to come from its platform.

At that time, I also knew that this idea was a slow cook and might not be fully validated by the market, but it was a true primary investment mindset to directly purchase its platform token with an FDV of only 6M. 6M undoubtedly has nearly a hundred times the upside compared to other launchpads, especially when boop just came out with 500M. There is a clear value benchmark; this is a value gap.

Since then, Launchcoin once washed down to 2M.

5/4 tweet link:

https://x.com/yuyue_chris/status/1918821240028205271…

【5/12】The Internet capital market, the new narrative that the core circles of Solana and Europe and America want to lead is emerging.

At this point, the first thing I noticed from the perspective of the platform token was that "$DUPE went to 20M+ big fly."

So I emphasized again its platform revenue logic: "This target is extremely cost-effective because it is currently an FDV of only 6M—within the crypto circle, it has already gained some recognition, incubated and supported by alliance dao @alliancedao, and the founder can bring in quality AI founder resources into this Launchpad."

At the same time, I also discovered that core figures of Solana @rajgokal, one of the co-founders of Solana, COO of Solana Labs, and the version god of AI craze @himgajria were discussing the concept of the Internet capital market.

BTC has returned to 100,000, but the market is lifeless, and altcoins are experiencing meaningless and baseless surges. This market undoubtedly needs a new narrative, new concepts, and new terms.

At that time, I realized that this new term and concept might be the new narrative that the core circles of Solana and Europe and America want to lead, exploring fundraising and the on-chain reality of equity and real assets in a decentralized way, which is similar to the RWA I mentioned in the past few months and the previous pinned article "Let Opportunities Happen Fairly On-Chain: The On-Chain Narrative Shift, Transfer of Discourse Power, Positive Changes in the Industry, and Insights for Primary Market Investment," so I even told Lizhuang that I added another investment when it broke 20M.

At that time, Launchcoin was at 22M, and the concept of the Internet capital market had just emerged, so this is still a value gap.

5/12 tweet link:

https://x.com/yuyue_chris/status/1921673165056708707…

【5/13】When the new narrative arrives, be the first to believe; the crypto world needs dreamers.

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

"@pasternak's product had a poor experience with its predecessor clout, leading to prejudice against believe, but the founder does not have to be responsible for the old coin when issuing a new platform token, and while constantly pivoting to explore new directions, they can still insist on replacing the old coin with the new coin, which shows they are not the type to just want to make a quick buck and run."

While being prejudiced against Launchcoin, don't forget that Virtual @virtuals_io also transformed from pathdao, a chain game guild, to the current leader of AI Agent Launchpad. The market should support those who persist, not those who continuously launch new projects after their old ones soft exit.

I had also interacted with @everythingempt0 in the early days of Virtual, but due to twists of fate, I missed out. Before the AI boom, no one expected that the initial FDV of 15M could reach 2B today.

When the new narrative arrives, be the first to believe; the crypto world needs dreamers. The current rise is more based on optimism about the overall market and the new narrative and sentiment. Of course, you could say I am just FOMOing, but I have a cost advantage that is already dozens of times, and when sharing logic and project updates, the buy button is in your own hands.

At that time, the price was less than 100M; whether this is a value gap requires imagination.

5/13 tweet link:

https://x.com/yuyue_chris/status/1922197239168172544…

Regarding my thoughts on the @believeapp platform, what the new platform needs, and other related thoughts have also been mentioned in tweets over the past few days. When the full path of Launchcoin's explosion has clear signals and logic, the new narrative created is a kind of conspiracy. Because even if I do not know @alliancedao and these people in the core circles of Europe and America, I can still capture hundreds of times at low levels through clues, grasp the first principles of asset and revenue logic, and buy in at a value gap.

In any case, investing is about buying low and selling high.

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