IDOS (IDOS)

So @billions_ntwk is also coming soon.

Changing the terms of their previous launchpad ICO. Looking at how idOS went ($13m FDV now), not too confident about this.

Polymarket odds on their FDV may be too positive. While lock-ups can delay sell downs, most of the time it catches up.

I'm going to do a few "No" bets.

chasing quacks on @wallchain has been wild this past day or so 🚀
the points system and leaderboards got me hooked but confused af 💎
like which posts really earn the fastest quacks? ive seen random gms get love while deeper takes sit there. the ai for measuring real mindshare and wallet clusters is supposed to fix the spam but sometimes it feels off. community keeps asking the same thing everywhere.
bruh the $IDOS hype is building fast and everyone is doing quack quack with 🦆 all over. tbh im not sure if this attentionfi thing will last but the team from mev background gives it cred. compared to other farms this one at least tries to reward actual discussion instead of bots. gQuack to all the grinders out there whats your secret?

I went through the latest @Crypto_Dealflow list and shortlisted 10 raises that stood out ↓

1. @QFEX / $9.5M
24/7 exchange for equities, commodities, and FX.
Another bet on trad markets moving onto crypto rails.

2. @idOS_network / $2M
Identity layer for the stablecoin economy.
Interesting because compliance rails still keep getting funded.

3. @okx / strategic round, round valuation shown at $25B
The real signal here is ICE showing up in the round.

4. @AxiymFinance / undisclosed
Stablecoin settlement and treasury infra for cross-border payments.
Boring infra, but that’s usually where the real flow goes.

5. @izumi_Finance / undisclosed
Multi-chain DeFi liquidity infra.
Still a live bet while liquidity stays fragmented.

6. @0xProbable / undisclosed
Prediction market on BNB Chain.
Category is crowded, but money is still going there.

7. @interstatefdn / $1.5M
Ethereum preconfirmation infra.
Cleaner UX is still one of the better ETH infra trades.

8. @playcambria / $3M
Browser-based onchain game.
Gaming still gets funded, just with a lot more discipline now.

9. @Cyclops_inc / $8M
Stablecoin and crypto payments infra.
Another sign payments is still one of the strongest rails narratives.

10. @crossover_mkts / $31M
Institutional execution infra for digital assets.
Probably the cleanest market structure bet on the list.