Sale terms vs outcome: Theoriq 100% TGE unlock vs Espresso heavy vesting
Quote65 words
Compares Kaito launchpad sale terms and results: Theoriq's 100% TGE unlock at $75M FDV drew heavy oversubscription, while Espresso's long vesting at $400M FDV missed its raise target.
Key claims
Theoriq: 100% TGE unlock at $75M FDV, highly oversubscribed
Espresso: 1y cliff plus 1y linear at $400M FDV, target not reached
Also interesting how different sale terms = different results.
Theoriq:
- Terms: Adjusted to 100% TGE unlock for community sale at $75m FDV
- Result: Among mindshare leaders in pre-TGE arena + highly oversubscribed sale on Kaito
Espresso:
- Terms: Heavy vesting (1y cliff + 1y linear) and $400M FDV
- Result: Raise target not reached yet, weak sentiment, and dying mindshare
Lesson in there.
QUOTING @zerokn0wledge_
Who is dominating mindshare going into the new week? Leaders in the past 24h: - Anoma (continued testnet hype) - Theoriq (ongoing Kaito launchpad sale) - Cysic (Kaito rewards + ComputeFi NFT whitelist for top 500 yappers) Top gainers in the past 24h: - Union (mad yaps incenti
Who is dominating mindshare going into the new week? Leaders in the past 24h: - Anoma (continued testnet hype) - Theoriq (ongoing Kaito launchpad sale) - Cysic (Kaito rewards + ComputeFi NFT whitelist for top 500 yappers) Top gainers in the past 24h: - Union (mad yaps incenti
What came next · since 27 Jul 2025
Since then
Zero has written 3 more pieces on Theoriq since this one.