알랑이 프리마켓 브리핑 (1) - $KAT
GSR 믿고 롱
프리마켓 가격은 약 300M FDV에서 거래 중
최근 라운드에서 Cogito 리딩으로 14m 조달, 총 67m~68m 조달됨 (밸류에이션 미공개)
Polygon Labs와 GSR이 미는 프로젝트
롱 진입
✔️ 현재 밸류에이션 300m이 표시 밸류보다 매우 낮음
✔️ GSR 리드가 GSR이 MM을 담당한다는 보장은 아니지만, 대표적인 MM 사례가 ENA, USUAL로 둘 다 가격 무빙에 있어서 심상치 않았던 전적
✔️ POL 스테이킹 에어드랍 물량 바로 클레임이 아니라 9개월 클리프
✔️ KAT 입금 캠페인 또한 12주에 걸쳐 지급됨 - 초기 3주는 제공없이 4주차에 40% 지급
✔️ 이건 상관있는지 다른 프로젝트 검증 못해봤지만 프리마켓 시작가가 0.0225로 고정됨. 1b 기준의 딱 1/4인걸 고려했을 때 어떤 투자 라운드의 가치가 아닐까... 하는 생각이 들어서, 이 가격과 그렇게 차이가 많이 나지 않는 지금은 롱 잡아볼만한거 아닌가 싶어서 들어가봄
저도 이게 맞는진 몰라요 행운을 빌어주세요...!
알랑이 정보교류소 | #KAT #Premarket #GSR #Polygon #POL #GAZUA
🐧 TL;DR:
GSR 믿고 롱
ℹ️ 가격
프리마켓 가격은 약 300M FDV에서 거래 중
ℹ️ 투자 내역
최근 라운드에서 Cogito 리딩으로 14m 조달, 총 67m~68m 조달됨 (밸류에이션 미공개)
Polygon Labs와 GSR이 미는 프로젝트
ℹ️ 알랑이 포지션
롱 진입
ℹ️ 간단한 이유들
저도 이게 맞는진 몰라요 행운을 빌어주세요...!
알랑이 정보교류소 | #KAT #Premarket #GSR #Polygon #POL #GAZUA
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다가오는 스테이블코인 메타, 가장 좋은 베팅은?
출처
서클 롱을 치고 스테이블코인 관련 토큰을 사려고 하지 마라 (저자는 이미 매수함)
✔️ 플라즈마, 스테이블, 템포같은건 너무 경쟁 레드오션인데, 전반적으로 다들 과대평가되어있음.
✔️ 초기 진입 / VC 라운드도 이미 끝났기 때문에 퍼블릭한 상태에서 투자하는 매력이 없음
✔️ 따라서 아주 철저한 DD를 거친 이후에나 크립토 스테이블 프로젝트를 투자하는것을 추천, 아닌경우 그냥 서클 롱을 치자
알랑이 정보교류소 | #Stablecoin #Circle #USDC #CRCL
출처
ℹ️ TL;DR:
서클 롱을 치고 스테이블코인 관련 토큰을 사려고 하지 마라 (저자는 이미 매수함)
ℹ️ Why?
알랑이 정보교류소 | #Stablecoin #Circle #USDC #CRCL
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Forwarded from 새우잡이어선 공지방
바이낸스(Binance) 공지
Introducing Opinion (OPN) on Binance Launchpool! Farm OPN by Locking BNB, USDC, U, and USD1
2026-03-02 21:45:54
Introducing Opinion (OPN) on Binance Launchpool! Farm OPN by Locking BNB, USDC, U, and USD1
2026-03-02 21:45:54
Forwarded from Walter Bloomberg
JPMORGAN: BUY THE DIP ON IRAN ESCALATION
JPMorgan says rising Iran tensions are a buying opportunity, not a reason to exit stocks. Mislav Matejka advises using short-term weakness to add positions, as the conflict is likely temporary and any oil spike should fade. Fundamentals https://t.co/kCMEE9c35v
(@WalterBloomberg)
JPMorgan says rising Iran tensions are a buying opportunity, not a reason to exit stocks. Mislav Matejka advises using short-term weakness to add positions, as the conflict is likely temporary and any oil spike should fade. Fundamentals https://t.co/kCMEE9c35v
(@WalterBloomberg)
Forwarded from infinityhedge
TRUMP: WE HAVEN’T EVEN STARTED. THE BIG ONE IS COMING SOON: INFINITYHEDGE
Forwarded from 갱생코인
하필 분위기 개조진 날 굳이 기어나와서 이런 소리를 하는 새끼 ㅋㅋㅋ 진짜 주식 하지도 않고 보지도 않는 티를 이렇게 낼 필요가 있나?? ㅋㅋㅋㅋ
https://n.news.naver.com/mnews/article/009/0005644495
https://n.news.naver.com/mnews/article/009/0005644495
Naver
진성준 “‘윤 어게인’보다 불평등이 더 무섭다…금투세 다시 논의해야”
조간 칼럼 인용해 금투세 촉구 진성준 더불어민주당 의원이 3일 금융투자소득세 도입을 재차 촉구했다. 진 의원은 이날 페이스북에 “‘윤 어게인’보다 불평등이 더 무섭다”는 제목의 조간 신문 칼럼을 그대로 옮겨 게시했다
Forwarded from Ian's Intel
Forwarded from Walter Bloomberg
MOJTABA KHAMENEI IS ALIVE
Iran’s semi-official Mehr news agency confirms that Mojtaba Khamenei — son of the late Supreme Leader and a top successor contender — survived a US-Israeli strike that killed several family members and sparked rumors of his death.
(@WalterBloomberg)
Iran’s semi-official Mehr news agency confirms that Mojtaba Khamenei — son of the late Supreme Leader and a top successor contender — survived a US-Israeli strike that killed several family members and sparked rumors of his death.
(@WalterBloomberg)
Forwarded from infinityhedge
SUMMARY: DAY 4 OF STRIKES ACROSS THE MIDDLE EAST: INFINITYHEDGE
Markets:
- Nasdaq 100 Futures extend drop to 2.5%, S&P 500 Futures fall 2%
- After Initial surge, Gold drops to $5,100
- Oil extends gain to 15%, DXY up 1%
- Brent Crude hits $85 — first time since July 2024
- EU gas prices surge by 90% following QatarEnergy halt
Military Action:
- Explosions/interceptions continued across Israel, Iran, Bahrain, Iraq, Jordan, Kuwait, Qatar, Saudi Arabia, Cyprus and UAE, including at U.S. bases across the region — conflict getting closer to more energy facilities NOW
- Iran fired 1200+ drones and 300+ missiles
- Iran has launched 186 missiles and 812 drones at the UAE alone, To put it in context: in the entire 12-day Iran/Israel war, Iran fired 550 missiles & ~1k drones at Israel
- 6 Americans killed so far in action; additional losses expected
- Kuwait mistakenly shot down 3 American F-15 jets
- Strait of Hormuz effectively closed; 3k ships stuck in the region
- drones hit the US Embassy in Riyadh — Trump vowed retaliation
- Drones intercepted at UK military base in Cyprus
- Iran won't negotiate with the US, security chief said
- Macron says France will increase its arsenal of nuclear warheads
Numbers By Country:
- Kuwait: 178 ballistic missiles, 384 drones intercepted
- UAE: 169 of 182 missiles intercepted (rest landed in the sea); 645 drones intercepted, 44 hit within state territory
- Bahrain: 70 missiles, 76 drones intercepted
- Qatar: 101 of 104 missiles intercepted; 24 of 39 drones intercepted; 2 Iranian SU-24 bomber aircraft shot down
- Saudi Arabia: 8 drones intercepted near Riyadh & Al-Kharj; US Embassy hit by suspected Iranian drones
Cost Problem:
- Saturation attacks aim to overwhelm air defenses and drain interceptors — $20–50k Shahed drones vs. $4M interceptors put the US and partners on the wrong side of the cost curve
- Patriot missiles achieving over 90% interception rates — but at an unsustainable cost ratio
- Qatar's Patriot interceptor stocks will last just 4 days at current rate of use per BBG
- UAE has requested medium-range air defense assistance; Qatar seeking help countering drones specifically
- Both Iran & the US may run low on weapons within days or weeks — whoever lasts longer gains a serious advantage: infinity hedge
Energy Impact
- QatarEnergy, world's largest LNG producer halted production & also stopped downstream production including urea, polymers, methanol, and aluminum due to military attacks
- Saudi Aramco halted key Ras Tanura refinery after drones intercepted
- Aramco exploring plan to export oil via Red Sea to avoid Hormuz
- Russia's Rosatom stopped Operations in Iran
- Major fire at UAE's Fujairah oil-trading hub from falling drone debris
- Production suspended at Iraq's largest oil field, Shafaq
- The US has days — not weeks — to reopen the Strait of Hormuz; once trapped tankers fill up, regional oil producers will be forced to slow output, compounding the price spike (because their is no storage): infinityhedge
- IEA said ready to help stabilize oil market, noting that member countries hold over a billion barrels in emergency stockpiles
Diplomatic & Civilian:
- US State Department orders departure of non-emergency personnel and family members from Bahrain, Iraq, Jordan, Kuwait, Qatar, and UAE
- US also alert all Americans in 14 Middle East countries (including Israel) to leave, 300k people
- Emirates extends flight suspensions to and from Dubai until March 4; some travelers rerouting via Oman and Saudi Arabia
- Airlines globally have canceled 12,300+ flights as conflict spreads
Markets:
- Nasdaq 100 Futures extend drop to 2.5%, S&P 500 Futures fall 2%
- After Initial surge, Gold drops to $5,100
- Oil extends gain to 15%, DXY up 1%
- Brent Crude hits $85 — first time since July 2024
- EU gas prices surge by 90% following QatarEnergy halt
Military Action:
- Explosions/interceptions continued across Israel, Iran, Bahrain, Iraq, Jordan, Kuwait, Qatar, Saudi Arabia, Cyprus and UAE, including at U.S. bases across the region — conflict getting closer to more energy facilities NOW
- Iran fired 1200+ drones and 300+ missiles
- Iran has launched 186 missiles and 812 drones at the UAE alone, To put it in context: in the entire 12-day Iran/Israel war, Iran fired 550 missiles & ~1k drones at Israel
- 6 Americans killed so far in action; additional losses expected
- Kuwait mistakenly shot down 3 American F-15 jets
- Strait of Hormuz effectively closed; 3k ships stuck in the region
- drones hit the US Embassy in Riyadh — Trump vowed retaliation
- Drones intercepted at UK military base in Cyprus
- Iran won't negotiate with the US, security chief said
- Macron says France will increase its arsenal of nuclear warheads
Numbers By Country:
- Kuwait: 178 ballistic missiles, 384 drones intercepted
- UAE: 169 of 182 missiles intercepted (rest landed in the sea); 645 drones intercepted, 44 hit within state territory
- Bahrain: 70 missiles, 76 drones intercepted
- Qatar: 101 of 104 missiles intercepted; 24 of 39 drones intercepted; 2 Iranian SU-24 bomber aircraft shot down
- Saudi Arabia: 8 drones intercepted near Riyadh & Al-Kharj; US Embassy hit by suspected Iranian drones
Cost Problem:
- Saturation attacks aim to overwhelm air defenses and drain interceptors — $20–50k Shahed drones vs. $4M interceptors put the US and partners on the wrong side of the cost curve
- Patriot missiles achieving over 90% interception rates — but at an unsustainable cost ratio
- Qatar's Patriot interceptor stocks will last just 4 days at current rate of use per BBG
- UAE has requested medium-range air defense assistance; Qatar seeking help countering drones specifically
- Both Iran & the US may run low on weapons within days or weeks — whoever lasts longer gains a serious advantage: infinity hedge
Energy Impact
- QatarEnergy, world's largest LNG producer halted production & also stopped downstream production including urea, polymers, methanol, and aluminum due to military attacks
- Saudi Aramco halted key Ras Tanura refinery after drones intercepted
- Aramco exploring plan to export oil via Red Sea to avoid Hormuz
- Russia's Rosatom stopped Operations in Iran
- Major fire at UAE's Fujairah oil-trading hub from falling drone debris
- Production suspended at Iraq's largest oil field, Shafaq
- The US has days — not weeks — to reopen the Strait of Hormuz; once trapped tankers fill up, regional oil producers will be forced to slow output, compounding the price spike (because their is no storage): infinityhedge
- IEA said ready to help stabilize oil market, noting that member countries hold over a billion barrels in emergency stockpiles
Diplomatic & Civilian:
- US State Department orders departure of non-emergency personnel and family members from Bahrain, Iraq, Jordan, Kuwait, Qatar, and UAE
- US also alert all Americans in 14 Middle East countries (including Israel) to leave, 300k people
- Emirates extends flight suspensions to and from Dubai until March 4; some travelers rerouting via Oman and Saudi Arabia
- Airlines globally have canceled 12,300+ flights as conflict spreads
Forwarded from 종명이의 딸깍