Recently, a certain launch platform has launched several projects. Let's talk about whether they are worth following.
The allocA project leverages the Monad ecosystem, primarily promoting permissionless fair launches. To be honest, the model is indeed simple, and the scale is not large, but the problem is that Monad is still in the exploratory phase, and whether the ecosystem can take off is still an unknown.
bitdealer is operating in the meme token launch track, which is currently highly competitive. It has designed a tiered fee rate and profit-sharing mechanism, which is a good idea, but the key is whether it can attract traffic away from top platforms like pump.fun. After all, in this track, user stickiness and first-mover advantage are crucial.
These two projects each have their highlights, but the risk points are also very clear—one is betting on the ecosystem, and the other is competing for traffic.
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ThesisInvestor
· 11-29 05:18
I've seen many ways to bet on the Monad ecosystem, every time they say it's going to To da moon, but it still crawls on the ground. The tiered fee structure from bitdealer looks fancy, but the moat of pump.fun is not so easy to break through.
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HashBandit
· 11-27 20:55
nah monad's still figuring out its own tps problems... why would i bet my gas fees on a chain that hasn't even solved the scalability trilemma yet, fr
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GasSavingMaster
· 11-27 20:04
Monad is still too early, betting on it comes with a bit of risk, and alloca is even less worth mentioning... bitdealer has a good idea, but honestly, to snatch traffic from pump.fun? The difficulty level is pumped up.
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LayerZeroJunkie
· 11-27 20:03
It's still too early to allocate bets on Monad, the ecosystem hasn't even shown up yet, this wave is easy to catch a falling knife.
Is bitdealer trying to steal business from pump.fun? Seems like they're overthinking it, haha.
These two projects are unclear and lack a moat; let's observe a bit more before making a decision.
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PoolJumper
· 11-27 19:53
I think it's risky to bet on the gambling ecosystem; Monad hasn't matured yet. Going in now is just betting on its future, which is too exhilarating. The meme route is lively, but to be honest, pump.fun has already drained too much blood, making it hard to turn the tide.
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BearMarketLightning
· 11-27 19:52
Whether it's betting on ecology or competing for traffic, it's essentially all gambling. I'm a bit worried about alloca; Monad can't even hold above itself, so how brave do you have to be to follow the trend? Bitdealer has a clear trap, but I'm afraid it won't rise; the hurdle of pump.fun is just too high.
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OnlyOnMainnet
· 11-27 19:38
The Monad ecosystem hasn't even taken off and people are already betting on it, isn't that a bit of a gamble...? Comparing bitdealer to pump.fun? Uh, that's a bit difficult.
Recently, a certain launch platform has launched several projects. Let's talk about whether they are worth following.
The allocA project leverages the Monad ecosystem, primarily promoting permissionless fair launches. To be honest, the model is indeed simple, and the scale is not large, but the problem is that Monad is still in the exploratory phase, and whether the ecosystem can take off is still an unknown.
bitdealer is operating in the meme token launch track, which is currently highly competitive. It has designed a tiered fee rate and profit-sharing mechanism, which is a good idea, but the key is whether it can attract traffic away from top platforms like pump.fun. After all, in this track, user stickiness and first-mover advantage are crucial.
These two projects each have their highlights, but the risk points are also very clear—one is betting on the ecosystem, and the other is competing for traffic.