Project hub

Fjord Foundry

5 pieces · Apr 2024 to Aug 2024

Sectors

Hyperliquid2 DeFi2 Perps1 ZK1 DePIN1 Bitcoin1

Search every mention All projects

Coverage per year

52024

Start here · the strongest pieces on Fjord Foundry

Thesis08 Apr 2024AirPuff LBP thesis: AirdropFi with up to 15x leverage farmingThesis for AirPuff's LBP: leverage-farm airdrop points up to 15x, with 5% of leveragers' points going to APUFF stakers. Cites $4B airdropped in 2023 and 10x expected in 2024, and details the 15M token LBP with 16% circulating at TGE. Includes invite codes.Thesis21 Apr 2024RuniGun: Telegram tooling thesis for Bitcoin RunesPitches RuniGun, a Telegram bot to mint and trade Runes, as key tooling for the post-halving Runes launch. Cites a $12M LBP FDV, 80% of fees going to RNG buybacks and BananaGun's $350M valuation as the comparable. Includes a referral link.Breakdown07 Aug 2024Rage Trade $RAGE launch on Hyperliquid: tokenomics and rage quitPre-launch rundown: 35% circulating at TGE, 20% sold at $30M FDV on Fjord raising $6M in 15 minutes, and a rage quit option to forfeit 60% for 40% immediately. Frames it as the first major token launch on Hyperliquid spot.

Timeline · every piece, newest first

2024 5

09 Aug 2024RAGE launch retrospective on Hyperliquid: distribution and timingExplains why RAGE underperformed: the 20% sold on Fjord at $30M FDV (over 50% of circulating supply) was dumped, launch hype was overestimated and new launches struggle in this market.Market takeHyperliquidDeFi

07 Aug 2024Rage Trade $RAGE launch on Hyperliquid: tokenomics and rage quitPre-launch rundown: 35% circulating at TGE, 20% sold at $30M FDV on Fjord raising $6M in 15 minutes, and a rage quit option to forfeit 60% for 40% immediately. Frames it as the first major token launch on Hyperliquid spot.BreakdownHyperliquidPerps

28 Jul 2024Lumoz zkVerifier node sale: terms and valuation caseAlpha alert on Lumoz's zkVerifier node license sale at $304 per node on Fjord, capped at 100k. Argues 40M points plus 25% of MOZ as node rewards exceed the node price even at a conservative $300M FDV.Market takeZKDePIN

21 Apr 2024RuniGun: Telegram tooling thesis for Bitcoin RunesPitches RuniGun, a Telegram bot to mint and trade Runes, as key tooling for the post-halving Runes launch. Cites a $12M LBP FDV, 80% of fees going to RNG buybacks and BananaGun's $350M valuation as the comparable. Includes a referral link.ThesisBitcoinMemecoins

08 Apr 2024AirPuff LBP thesis: AirdropFi with up to 15x leverage farmingThesis for AirPuff's LBP: leverage-farm airdrop points up to 15x, with 5% of leveragers' points going to APUFF stakers. Cites $4B airdropped in 2023 and 10x expected in 2024, and details the 15M token LBP with 16% circulating at TGE. Includes invite codes.ThesisDeFiEthereum

Often covered with

Hyperliquid113 Pendle14

Working together

Research, advisory and builds for deep-tech teams.

View CV A1 Research