fabrizio

fabrizio

1,803 Twitter followers

Follow

Posts

the reality of the current market structure: overvalued in private → launch at fabricated FDV → get perps listing → actively mm → profit from shorts → OTC locked tokens at discount → pack up, money made, token can do whatever

day 6: a quick catch-up with @matty_ before his 16-call marathon

i think we need to have a much more honest conversation about capital formation in crypto the way tokens are currently valued in private markets is entirely detached from their actual value capture mechanics, often based on flawed assumptions about future growth and profitability the way founders and operators are incentivised is also broken: the playbook of maxxing private round valuation to then launch a doubly overvalued token with 90% of the ecosystem already bagholding does not create alignment or value lastly, when TGE is hyped into an exit instead of a beginning, extraction beats building every time its time to think outside the box

Value-adding VCs and retail investors are not adversaries; they play complementary roles in a healthy ecosystem. VCs bring due diligence, strategic guidance, and professional capital. Retail brings adoption, advocacy, organic marketing, and governance participation.

Proud of @AdamFDF_ 16% accepted in the ICO. Team read every application manually. 50%+ existing FDF users. While the Legion score was used for selection, arguably tracking ongoing engagement (staking, engaging etc.) is more valuable. Allocations went to people who give a shit. My goal for 2026 is to make these ppl rich. twitter.com/D0itdifferent/stat...

-- END --