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WR☻NGUSER ✗
@wronguser000
meme it till you make it @4O4capital
Joined March 2020
1.3K Following    46.8K Followers
Just read this if you missed 1 year of $CARDS There’s something you can’t quantify sometimes just like with the Hyperliquid team and it’s the human factor, for most projects it’s definitely a negative, for @Collector_Crypt and very few other projects it’s a positive: they have proven to be an extremely reliable, smart and serious team which as an investor you can fully trust with your money, which I’m doing eyes closed now Kyle did a rundown on the situation *so far* but if you start to think about whats coming in the near term for the business, it’s just a full gg Btw @zeroxkyle is a top 3 account to follow on this app lately, highly recommend
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Summary: Y1 Numbers - Crossed $1B gross revenue on Aug 13. Peak week of $21.5M in gacha (215k packs). - Gave away 141,724 free packs ($12.2M face value) vs. the $1M they'd promised. - Shipped 46,811 cards worth $23.5M insured to 84 countries. - Bought two Montana buildings (~100k sq ft) for vaulting, an LGS, and wholesale distribution; now building robotic intake and storage. - Raised ~$1.1M pre-seed + seed (mostly from their own users), then ~$3.5M via a Metaplex launch pool. They're a tech company welded to a warehouse Buybacks - four channels with on-chain verification: - Market-making bot since April 19: 3.48M solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp, $616k USDC, avg $0.1772, zero sold - Buybacks from advisors and pre-seed VCs - Support buys during dumps: 6.01M solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp, $226k, avg $0.0376 - Raydium LP fees: $1.34M USDC + 9.35M solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp over 44 harvests Total ~22.5M tokens, ~5.4% of circulating supply pre-Aug 29 unlocks - now burned. They explicitly draw a line between this and burning foundation-wallet allocation (they hold 38%), calling the latter "deleting monopoly money" since no real capital was spent. Non-drop 5 next week at 0.75%, the last at that rate; the following four drop to 0.5%. Lastly, RIPMART This is the easiest, most comfy hold of my life. Thank you @TuomHolmberg @Collector_Crypt @JoeMunnsHK for building such a fantastic product, on crypto no less, creating such a asymmetric investment opportunity into one of the fastest growing verticals of the coming decade. Onward and Upward.
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