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Kyle
@zeroxkyle
discretionary investor | sub for investment analysis research @defillama | prev. @defiancecapital @artemis not financial advice
加入 November 2015
239 正在关注    59.8K 粉丝
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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