Doraa

Recently, several people asked me whether I will continue to write @zama, because foreigners are all writing about it.
Let me share my opinion: Season 5 has already ended early.
The foreigners calculated that there are a total of 3,756 NFTs from Season 1 to Season 5 for creators.
OG NFTs total 5,500, plus there's talk of a new creator event starting soon in the DC.
They are betting on continuing to give away NFTs.
But they underestimated the developer portion.
From July to October, the developer portion totaled 930.
The numbers for November to December haven't been released yet, and the remain

Lighter didn't issue tokens yesterday, and perp is becoming increasingly difficult
Edgex has been delayed until March 31, and the Variational staking event will continue until Q3 2026
Standx won't be happening anytime soon, and Bp is even more distant
It seems that stopping all perp projects a few days ago was the right decision; lighter is a watershed moment
Wait for him to issue tokens and see the market feedback before deciding

I'm a bit anxious lately because there's a gap in my current projects.
A few days ago, I also stopped several prep projects I was working on—they're too competitive, and the costs are getting higher and higher.
I'll wait until Lighter issues tokens before making a decision, probably by the end of December—it's just a few days away.
In January, several projects I am heavily involved in are scheduled for TGE, and I hope to get some results.
What are you all working on?

Two small tasks:
1. Espresso
@EspressoSys The airdrop registration is coming out today.
At present, many projects, including NFTs, can receive airdrops.
Hope there will be a good result.
2. Zama
@zama The purpose of releasing NFTs this week, I saw a post in the morning saying that NFTs cannot be traded.
I will check inside DC, it should be tradable.
The roadmap has been changed from the end of December TGE to Q1 of 2026, and I have a bad feeling about it.
I hope the tokens can be issued in January.

Suddenly, there are a bunch of projects selling coins, sort them out:
FootballFun wants to play new games on Legion and Kraken, and now the valuation and new rules have not been said, so you can wait for the announcement of the specific rules before considering it
Rainbow is on the coinlist, with a valuation of $100 million, selling 3% of the token, I don't have a coinlist account, so I don't really want to toss it
Gensyn is likely to be new at a valuation of $1 billion, sell 3% of the token, and can only receive it in February 2026, which is a bit long
Fogo launched a new one on December 17,

I looked at Infinex's new listing and I'm not very interested in participating.
Participating with a valuation of 300 million USD requires a one-year lock-up period.
Participate with a valuation of 1 billion USD, no lock-up.
Given the current market situation, a valuation of 1 billion seems a bit inflated.
I'll wait for @zama, whether the NFT gives a quota or tokens.
Last two days, keep pushing forward.