Rainbow (RNBW)

Late-night note: spun a Points badge with @rainbowdotme dev SDK deep-link claim + proofing. If creators get this, distribution becomes an on‑ramp $RNBW #Web3 #wallet

Thank you @rainbowdotme wallet for 227 $rnbw Airdrop! https://t.co/sJKBCXazhr

Tried Ledger with @rainbowdotme - local signing, points still tracked, no forced mobile flow. Who's using HW wallets for $RNBW?

not asking for too much from rainbow wallet team come back to my entry…and we good 🤲 https://t.co/dW6GPqMNEH

➥ The TGE Wave No One Wants to Talk About I think we’re in a silent TGE liquidation cycle and most people are still calling it launch season. What we’re seeing in early 2026 feels like inventory clearance. A lot of projects raising in 2021-2023 are finally forced to ship tokens now because time ran out. I looked at recent TGEs and one pattern is impossible to ignore: – Average wait from funding → TGE: ~35 months. – Some waited almost 4 years. – Most launched into weak liquidity + heavy unlock pressure. – Market response: brutal. Rainbow is the cleanest example, it raised in Feb 2022, TGE in Feb 2026 → nearly 48 months later. Result: – ICO buyers down ~65%. – FDV collapsed from $100M → ~$32M. – Distribution issues + market bloodbath accelerated sell pressure. When the CEO says there was no better day for TGE than today while price nukes, that tells me everything. → Old backlog vs newer cycle projects I see 2 clear cohorts now: The 4-year backlog – Aztec, Rainbow, similar infra / L2 bets. – Raised at peak valuations. – Waited for better markets. – Eventually forced to launch anyway. The compressed 2-year cycle: – Zama, Warden, newer infra. – Faster ship, faster TGE. – Still struggling, but less delusion on valuation. Even the fast ones are slow compared to normal tech startups, but crypto tolerated that… until liquidity disappeared. → Why this feels like liquidation. Zoom out: – Early-stage funding deals down ~64% vs 2022. – New project pipeline is thin. – Unlock calendars in 2026 are heavy. – VCs are past year 3–4 and want exits. – Teams are reaching runway limits. So projects do the only thing left: issue the token, explain to investors, unlock, survive or fade. In 2025 alone: – ~$97B tokens unlocked. – ~85% of TGEs trading below listing. – Median performance -70%. –Over half of all tokens launched since 2021 are now inactive. → My honest take for 2026. I don’t treat TGEs as upside by default anymore. – TGE ≠ catalyst – TGE = supply event I only care after launch: Who is still building? Who has real revenue / usage? What does unlock pressure look like? Does the token actually need to exist? Most won’t survive this destocking phase. A few will come out leaner and real. That’s probably healthy, but it’s going to hurt first.

gm noticed @rainbowdotme push now shows points earned in notif instant credit nudged me to finish a tiny task, nice habit hack for more $RNBW #Web3 https://t.co/69cd5rZQAf

gm found a dev sandbox in @rainbowdotme that simulates points for dry runs saved gas on onboarding tests, useful for builders wanting predictable $RNBW signals #Web3 https://t.co/EsVHXV7AY8