ICO season is back. Easy x’s are not. Only 1 out of 100 projects gives you 2–5x The rest is straight rekt. Sharing my thoughts on this casino + my possible entry 👇 ❗ Remember This is not financial advice. Invest only what you’re ready to lose, even in the “safest-looking” ICO. Even the most hyped ICO can end in dust. So, let's start: 1/ 🔷 Rainbow $RBNW 📆 Date: From Dec 11 to Dec 18 • Platform: CoinList 😆 • Allocation: 3% 😆 • FDV: $100M • Vesting: 100% at TGE • Price: $0.10 More details: http:/x.com/CoinList/status/19...… ➢ My take: Wallet token nobody needs, launching on a platform that lost its reputation years ago. You can cope with the thought that CoinList is trying to redeem itself, but the sale conditions tell a different story. This won’t be one of those fast, oversubscribed sales we remember. My 100 CoinList accounts will stay unemployed this time 😆 2/ 🔷 Fogo $FOGO 📆 Date: Dec 17 • Platform: Metaplex Genesis ❗ • Allocation: 2% ❗ • Format: FCFS • Minimum ticket size is $100 • FDV: TBA ⁉️ • Vesting: TBA ⁉️ More details: http:/x.com/fogo/status/199839...… ➢ My take: As soon as the market turned green, they rushed out a sale page from scratch. Most of the time it’s an instant skip when a team hosts a token sale on their own platform, not a reputable launchpad. There aren’t even proper terms yet, but the announcement is already live. Feels like a quick cash-out attempt, most likely a skip. 3/ 🔷 SportFun $FUN 📆 Date: coming soon More details: http:/x.com/legiondotcc/status...… ➢ My take: Another pure cash grab, pyramid-style project, with no real mechanics. Tier-3 project, and Kraken is an instant red flag for me. Yes, Legion sometimes brings decent sales, but the trend here is clearly getting worse. Definitely a skip. 4/ 🔷 Octra $OCT 📆 Date: Dec 18–25 • Platform: Echo Sonar • Allocation: 10% • FDV: $200M • Model: Fixed price, pro-rata, • Vesting:100% TGE More details: http:/x.com/octra/status/19984...… ➢ My take: Overpriced valuation for a tier-3 project. The raise target is also too high, considering they already pulled around $10M on Echo before. The market turned slightly green, and they immediately jumped into the fundraising wave. Feels like a straightforward cash-grab. Most likely - skip. 5/ 🔷 Infinex $INX 📆 Date: TBA • Raise target: $15M • Funding already raised: $65M (Solana Ventures, Framework Ventures) • Platform: Echo / Sonar • FDV: $300M–$1B • Vesting: 12-month cliff on purchased tokens • Details: x.com/infinex/status/199405051...… ➢ My take: The valuation feels too high for what the project currently is. They already raised funds before, and now it looks like they’re just jumping back in because the market turned slightly green. Feels more like they want to collect cash while the window is open rather than build something big. Also, 1 year lock means skip. 6/ 🔷 Zama $ZAMA 📆 Date: Jan 12-20 • Allocation: 10% • Format: Sealed-bid Dutch auction • FDV: $55M • Vesting: 100% TGE More details: http:/x.com/randhindi/status/1...… ➢ My take: Tier-1 project with strong backers andsolid community. Sale format usually looks like a discount, but everyone ends up paying much higher anyway (MegaETH pattern). Still, this one is worth watching and likely joining. Waiting for more details and probably I will join for 2-3% of my deposit. 7/ 🔷 Gensyn $AI 📆 Date: Dec 15–20 • Platform: Sonar • Allocation: 3% • FDV: $1B • Vesting: 100% at TGE More details: x.com/gensynai/status/19984223...… ➢ My take: I farmed this project actively, the airdrop possibility are unclear, but still possible. I'll register my accounts for the sale and enter with a minimum size, mostly aiming to secure eligibility. Reasonable for a small portfolio allocation. Btw, the ticker is top ;) 🔷 Space $SPACE 📆 Date: Dec 9-11 • Platform: CURATED • Allocation: 6.25M tokens • FDV: $40M • Vesting: 40% on TGE, then 4-month linear vest More details: x.com/curated_hq/status/199804...… ➢ My take: Prediction market on Solana. The main upside is the very low entry valuation for a trending niche. There’s also a partnership with Kalshi. But 40% TGE with the rest vesting over 4 months is a pass for me. If you’ve got spare capital and a strong belief in prediction markets long-term, a small allocation might make sense. Good luck and always DYOR, fam! 💙

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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