vc-gamer (vc-gamer)

For $FRAME to get to US$100M+ FDV, I’d say we need these 1) Utility specifically targeted at a nicher use case & unique to $Frame vs $Degen, ie tip utility is the cheapest way to acquire users 2) Some form of partnership with $Degen 3) KOL adoption - I don’t see much..?

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So Bitget Meme Airdrop proved to be the 1st user-acquisition/engagement Meme strategy by an exchange We will probably start seeing more of these, but guessing predominantly by Tier-2 players Also in DEX space as well, as started by $WEN (wen $PURR ?)

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You know how $WIF started when Ansem began talking about it almost everyday? It’s probably a bit late but $HOBBES runs that narrative in my view https://dexscreener.com/solana/9VffBiow5r5YQzgK56rirEWpu45gZGrDWzm9JUt6zL9G

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I think horizontal Meme mini season is over Now, more than half-way through AI mini season as I mentioned before

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I think the risk reward ratio of Frames meme is super high still.. If you can exit ok, downside 50%〜　versus if Frames flies, 10-50x not impossible.. https://dexscreener.com/base/0x64b74c66b9BA60ca668b781289767AE7298F37Ae

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recast:farcaster://casts/0x65f5c95df87be144c98b6bf9b2b9490f283ec9544fedd41f9f8afc47011d675b

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I personally think that the release of Vision Pro may be a catalyst for Metaverse projects, especially for those that is early to make it compatible, like $HIGH Can’t wait to try

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