Internet Capital Milkers ($ICM)

Today @icmdotrun launched, and they delivered already quite great returns for both the dao token buyers and nft holders already.

Some of you might know, instead of just launching projects what made Seedify special was incubating a lot of projects and cooking them in our kitchen.

ICM dot run has started as a incubator to do this on the ICM vertical, incubating internet capital markets projects, meaning projects that are coming from web2.

@7VoMercy invited great mentors and built a great community so far, as can be seen from the success of both the NFT and coin launch.

I normally don't accept mentorship and advisory much, but here I did a special thing.

I'd keep an eye on what they are doing, as ICM space is getting hotter and hotter and what ICM dot run wants to do here, makes sense as ICM projects need incubations to do well here.

zard capital has validated icm in a way believe couldn’t which is very funny but more than that it shows that on chain dat structures can work as long as teams remain committed

narrative does matter of course

Picked up some $META and $OMFG in the past few days as LT thesis plays

- @MetaDAOProject Futarchy (links later to read about it) is the most interesting governance layer innovation this cycle and it's sitting sub 30m MC.

If you are bullish ICM and prediction markets, you need to check this out. Futarchy is the way to solve for incentive alignment in high-performance internet capital markets.

I fully believe in ICM, but there are two issues plaguing the system

1) Founders are not aligned - they get paid on volume, but they have no need to commit long term to get paid. If it is going down, they can just give up with boardline no consequences. I've been rugged tons of times on ICM plays as a result of this

2) permissionless launches are two-sided coin - lots of farms and unserious projects get pushed, farm vol, and go to 0. The launchpads make money, the AMMs make money, but investors get cooked

Meta solves for 1) by putting the community in charge of treasury and key decisions. This is the key use case of Meta, and they already have a number of projects using the tech.
Meta launches are permissioned currently which solves for 2). Only super aligned founders will choose to go this way, but T1 backers of meta should help the pipeline of high quality projects.

There are some issues (liq liquidity, low holder count) that need to be worked on for this to really explode, but the team seems super committed, and the holders are very much a cult.

Once liquidity issues and more attention and launches come through meta, I think it should reprice back to ATHs (100m +). Especially if they can figure out how volume in launched coins increases liq and flywheels the main token.

@omnipair is the first product-centric launch (mntdao was a different thing), and is focused on bootstrapping leverage on long-tail assets in a permissionless and oracleless way.
It's a bit big brain for me to fully wrap my head around, but seems like it could change the game for teams + traders and should be launching soon. They raised a bit over 1m, are backed by colosseum, and are trading around 7.5m rn.

I would probably look for a dip if you are interested as it's close to ATHs here.

More high-quality seeming launches have been confirmed for META launchpad, and I believe this should become a much more widely used governance layer.

Futardio

Links

good thread on Futarchy mech design from @ryonnixon -

good thread from @mrink0 to help understand it -

lastly shoutout to @m3taversal for Futarchy-pilling me.

Disclaimer - I was not paid in any way for this tweet, but do have exposure to both assets discussed. DYOR and as always this is not financial advice.

My favourite bull poster.

gICM

😱😱😱😱😱😱😱

$Icm is launched @icmdotrun @7VoMercy

HOLY FUCKKKKK ICM DOT RUN IM READY

The principles of ICM have been at the core of SPLAT’s ethos since day one.

When it came to finding the right community to airdrop, @ICMDOTRUN was the obvious choice.

We’re beyond excited to welcome all the new holders onboard.

𝐍𝐨𝐰 𝐥𝐨𝐚𝐝𝐢𝐧𝐠...
[■■■■■■■■■□]

simply made sense.

been looking to airdrop for months and nothing made sense til .

incredibly excited to onboard all these likeminded chads.

LFG.

Genesis is the ICM launch protocol

No mass-test for the Claimpad today, but:

I’ll be distributing my @icmdotrun allocation (4%) to the LP Army, those who were DLMM Beta or Long-Term Liquidity Providers in Season #1.

This will go towards the most passionate and retail members of the LP Army. Directly in your wallets later when the main liquidity pool deploys.

Be careful of fake ICM coins, the real CA is G5bStqnKXv11fmPvMaagUbZi86BGnpf9zZtyPQtAdaos.