internet capital markets — do you want to be right, or make money? imo the thesis is simple. you’ve got the solana foundation and multicoin pushing this meta hard — publishing research, shaping the narrative, and bringing on @nikitabier to help solana break out with viral, mobile-native consumer apps. @believeapp sits squarely at the intersection: - on one side, democratizing capital markets; - on the other, onboarding web2 talent and consumers with a mobile-first model. it’s still early — and a lot of this may not be sustainable — but right now, the app is printing. over $5M in protocol revenue in the past 24h, with another $5M paid out to creators. for reference, virtuals peaked at just over $1M/day during its run to a $5B market cap in january. already emerging as the clear leader — both in adoption and price action (up 20x in a few days to a ~$300M mcap) — and with nikita publicly backing its early success, $launchcoin still feels like the best way to play this trend. especially given the reflexive flywheel it’s built around: rev share → more creators join better creators → better launches better launches → more users + volume more volume → more revenue more revenue → stronger fundamentals stronger fundamentals → price goes up → repeat. // if you missed the first leg on $launchcoin, tracking new launches for long-tail beta makes sense. but at this stage, i’d still rather own the house — where the coins are being launched, the value is accruing, and the users are onboarding at scale. rotations are fast. nothing especially compelling has launched yet. and solana’s biggest players — including nikita — are publicly backing the narrative and acknowledging believe’s early traction. @pasternak also feels like a far more competent founder than most of what we saw during the agent meta earlier this cycle. and relative to peak valuations — $zerebro at $750M, $goat at $1.3B, $ai16z at $2.4B, $virtual at $5B — $launchcoin still looks early at ~$300M. higher.