Makenzie 🇺🇲
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makenzie10-10.bsky.social
Makenzie 🇺🇲
@makenzie10-10.bsky.social
Lawyer || Entrepreneur || Marketing expert || Value investor
FINANCIAL EDUCATOR 📉📈
Free to Dm
He's doing everything that shouldn't be done
August 23, 2025 at 9:46 PM
Step 5: Patience

The boring part:

Watching. Waiting. Cheering growth.

But it’s often this “boring” stage that separates the ones who catch 50x from the ones who sell early; This is where edge builds—when others are distracted, you’re honing conviction based on data.
August 22, 2025 at 11:20 PM
Linking metrics to price action validates your thesis; The strongest runners often showed explosive growth in metrics before the token caught fire:

- Hyperliquid saw volumes soar months before HYPE’s price exploded.
- Solana outpaced Ethereum in TPS, TVL, and user growth—and SOL followed suit.
August 22, 2025 at 11:19 PM
Step 4: Track Metrics → Price

The real conviction comes from backtesting:

- Watch how TVL growth lined up with token rallies
- Did volume increases lead to re-rates?
- Which partnerships actually moved the needle?
August 22, 2025 at 11:19 PM
Performance always accelerates when the right partnerships launch.
Considering early partnerships of market leaders:

- 1inch grew via integrations with wallets, aggregators, and liquidity sources—its 1‑inch Fusion tool became a go‑to yield aggregator.
August 22, 2025 at 11:17 PM
Step 3: Identify Catalysts

Metrics grow when catalysts unlock new demand.

Examples:
- A DEX integrates with MetaMask → instant user inflow
- A cross-chain bridge plugs into top wallets
- A perp exchange gets listed on trading terminals

Catalysts = the accelerants that push metrics parabolic
August 22, 2025 at 11:17 PM
This *tiny* ratio highlights how undervalued a project like IOTAI is today and If its volume grows into the $100M+ monthly range, the growth ceiling gets even more insane
August 22, 2025 at 11:15 PM
Relative performance = potential upside.

Volume-to-Market Cap Ratios for leading aggregators and dex vs IOTAI Show more of a story.

- Orca: ~$18.5B volume / $133M cap → 139×
- 1inch: ~$25B volume / $372M cap → 67×
- PancakeSwap:~$186B volume / $1.7B cap → 109×
- IOTAI: ~$0.73M volume / $3.5M cap →
August 22, 2025 at 11:15 PM
Step 2: Compare to Category Leaders

Don’t look at projects in isolation.

Ask: *“How do these metrics stack up vs. the best in class?”*

- A new perp exchange vs. dYdX / Hyperliquid
- A new L1 vs. Solana / Ethereum
- A new meme-launchpad vs. Pump.fun
August 22, 2025 at 11:15 PM
Step 1: Watch the Early Weeks

Most new projects show their hand in the first few weeks/months.

By tracking key metrics like:

- Daily Active Users
- Volume / TVL
- Partnerships & Integrations
- Retention (do users come back?)

Spotting Early growth patterns often predict long-term dominance
August 22, 2025 at 11:08 PM
It just feels like your home is bigger and frasher
August 22, 2025 at 11:01 PM
Where's the story please?
August 22, 2025 at 10:59 PM
As long as we allow it
I hope the majority makes better choices next time
August 22, 2025 at 10:58 PM