@cryptobizzi
In the absence of faith and max extraction vibes from last year, legit game-changers aren’t popping up much in crypto.
But a public founder with an AI track record (LabLab AI — 250k devs, global hackathons), partnerships with Saudi Gov, Meta, Google, OpenAI? Plus ex-BlackRock CIO on the board. Not everyday in crypto space.
Surge platform launch this week. If they nail strong deploy flow + 2-3 runners with big names flying high — degen crowds incoming.
Insane repricing last days, but fair value still foggy. MetaDAO peaked at 300+ mln (Avici at 100 mln), VIRTUALS a year ago at 4.5B in top market conditions. Correction for entry? No idea.
Gonna watch all launches on the platform closely next days/weeks to catch runners — ex-CIO wouldn’t lend his name to a random protocol without knowing the roadmap.
Surge either changes the game, showing real “Internet Capital Markets” and restoring faith in tranches, or the space stays dead post-Bags for a while.
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