The meta is shifting — from fair launch meta to attention capital market meta
The market is now rewarding
- Medium float, medium FDV, product-ready teams
- 12-24 months of quiet iteration pre-TGE
- Accelerate with attention + alignment with the new InfoFi, the ACM
Kaito’s Theoriq vs Cookie’s Almanak is the first real battle in this new meta
I break down the shift in the trend and where I'm betting in the latest short article "The Shift"
(Link to the article in bio)

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damn i've the same idea to break down these two, but yeah you first Jeff