
Lao Bai|Sep 27, 2025 02:03
I haven't been very involved in @ KaitoAI's Launchpad before. Last week, @ HanaNetwork saw it, but didn't go to fight. I mainly talked about this project in the first half of 2023 and it feels strange.
As the owner @ thecryptoskanda said, before we talked, we were doing EVM on Sui, but during our conversation, we shifted to the privacy layer. In the past two years, we have switched to BNB Zk Rollup, Move EVM, Base Social App. The switching speed is astonishing. Last night when Alpha was launched, it was also poured all the way, focusing on an inexplicable
But then this @ trylimitess old iron man must fight! This project is currently predicting a stable market track for Long San, and more importantly, Long Yi Long Er has not yet been released! The first thing he posted is the only target you can invest in in the current predicted market track
I don't need to say how hot the market is right now. In the past 30 days, Mindshare has ranked fourth, not to mention Derivatives (Perps). The call to the king @ j0Hnwang is indispensable in this regard. This guy recently joined @ Kalshi and shouted even louder
@Kalshi and @ Polymarket are a stable duo, and the two teams (or the capital behind them) are not very compatible, with different styles. Kalshi is more inclined towards Web2 and mainly serves the US market, similar to Coinbase. Polymarket is more inclined towards Web3 and serves markets outside the US, similar to Uniswap
Recently, Kalshi data has surpassed Polymarket, leading to a stronger sense of tension between the two projects. There are currently two main challenges online. One is that Kalshi's data is mostly obtained through API calls, unlike Polymarket which is completely transparent and can be accessed on the chain, and there is suspicion of some brushing volume. Secondly, even without brushing volume, a large proportion of Kalshi's data may be used by market makers and whales in traditional Web2 gambling to hedge or arbitrage in Kalshi (cross market arbitrage in Prediction Market is similar to CEX/DEX arbitrage, and there is a chance to write a detailed post about it)
But none of the above are important! The important thing is that Polymarket's valuation is said to be 3 billion yuan, and there are no plans to issue coins in the near future. Kalshi may not issue coins, and now Longsan Limitless is about to TGE. Can you stop playing?
Looking at Dune's recent data, it is very obvious. Of course, the surge in September's data is related to Limitless's recent Incentive, but they have been stable in the third and fourth positions for the past few months
New track, Dragon Three, the only investable target, with a valuation of 75 million yuan, Dragon One is 3 billion yuan. The odds are up to you
So in just 2 days, the fundraising has exceeded 35 times, it's definitely a great white horse
By the way, you can also click on @ Novastro_xyz. This project has a scheduling conflict with Limitless, so it has a different fate at the same time. It has been a few days and it hasn't been fully funded yet. But I saw @ yueya-eth take a sip of milk, probably because I talked to the team and thought it was reliable. In addition, the RWA track is also one of the hottest targets in the current primary market, so it can be understood as a potential dark horse project for RWA Infra, which competes with Plume. If it doesn't work out, I won't lose too much, so I took a small charge
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