The dynamic between Kaito v. Cookie is getting very interesting
The battle of the first launch on the attention capital markets
- @TheoriqAI on Kaito v. @Almanak__ on Cookie
- Theoriq: $75M with 25% unlock at TGE + 37.5% after 1 yr + rest linearly vest over a year
- Almanak: $90M with 100% unlock ($75M val for Top 25 SNAPPERs)
Almanak seems to be more attractive considering valuation & terms. But what about product, use cases, potential for growth, and more?
[I've shared more on this in The After Hour EP.12 for the full analysis]
How the first launch perform will determine whether Kaito or Cookie is going to get that first-mover hype & distribution.
Regardless of how this turns out, it's going to be one of the main narrative/growth engine that shape how projects are going to market in the second half of 2025

0xJeff
@Defi0xJeff
07-24
Doing something a bit different this time around
Dropping two episodes of "The After Hour" this week
In the After Hour EP.12, I unpack:
- AI sector still lagging, but big move is still ahead
- Thoughts on $THQ launch on Kaito
- Thoughts on Cookie ACM
- My recent x.com/Defi0xJeff/sta…

seems like we all know the winner here (in term of launching style)
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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