i think very similar dynamics, people are going to want to express the bet, and ultimately the one with the liquid token will have investors flocking to it and talking about it on the timeline.
GMoney compares the Pumpfun vs. FOMO battle to Courtyard vs. Collector Crypt, and says token liquidity could be the ultimate differentiator in Web3.
Without a token, ownership stays locked within the VC cap table. With one, anyone on-chain can take a position.
“FOMO vs. Pump reminds me a little bit of Courtyard vs. Collector Crypt.”
“They’re still going to be winners because they have a liquid token.”
“Courtyard has no token, Collector Crypt has a token.”
“I fortunately was a seed investor in Courtyard, so I have a horse in this race.”
“Anybody on-chain can express that position... on FOMO, if you’re not an investor on the cap table, you can’t.”
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