ChainCatcher news, Mechanism Capital co-founder Andrew Kang posted on X platform stating: "This may sound counterintuitive, but the best token economic model design for a project is to not set lock-up restrictions for investors and to allow as many tokens to circulate as possible from day one (excluding team and treasury shares).A 1-year lock-up period followed by a 3 to 4-year release period is a poor standard, stemming from a misunderstanding of capital markets and lazy replication of previous projects. In reality, longer unlock restrictions have little impact on investor participation after TGE; excellent investors will support the project regardless of whether the tokens are unlocked. The industry standard needs to change."

ChainCatcher news, Mechanism Capital co-founder Andrew Kang posted on X platform stating: "ETH leverage has risen to the levels seen during the ETF hype. Is there a good reason to explain that this phenomenon is driven by directionless long positions? If not, this will put pressure on ETH."

ChainCatcher news, Andrew Kang, co-founder and partner of the crypto venture capital firm Mechanism Capital, posted on social media, "It seems that Murad's speech at Token2049 catalyzed the next wave of capital reallocation into Meme coins.Popcat appears to be one of the beneficiaries of these capital flows and is currently undergoing price discovery.The four major Meme coins preparing to join this cycle are ------ BONK, WIF, PEPE, and FLOKI."

ChainCatcher news, Web3 AI immersive companion development company Nectar AI announced the completion of a $3.9 million financing round, led by Mechanism Capital and Karatage, with participation from Synergis, Maelstrom (Arthur Hayes), Builder Capital, Baboon and Decima, as well as crypto industry figures such as Dao5 co-founders Tekin Salimi and George Lambeth, and YGG co-founder Gabby Dizon. Nectar AI leverages generative AI and Web3 integration to build multimodal AI companions, allowing creators to have complete IP ownership of their assets and enabling permissionless monetization. The company plans to launch an on-chain AI agent protocol by the end of the year.

ChainCatcher news, Andrew Kang, co-founder and partner of the crypto venture capital firm Mechanism Capital, stated on social media that the market capitalization of altcoins (and ETH) should reach new highs in the new cycle, but that is not the case. Even if Bitcoin reaches a new high, it does not mean that altcoins will follow suit.This is the first cycle where the market capitalization of altcoins has reached a lower high. Altcoins will bottom out at some point in 2025, and the next wave will be driven by tokens related to decentralized AI infrastructure. AGI will require unstoppable communication, value transfer, training, computing/reasoning, energy markets, and data storage tracks.

ChainCatcher news, Mechanism Capital co-founder Andrew Kang posted on the X platform that the market seems to have a habit of providing discounts before favorable events. Kang stated that this is the second wave of major ETF inflows he has discussed since spring. Despite some macroeconomic uncertainties, the activation of Morgan Stanley's financial advisory team will at least provide a strong balancing effect. If the incentives for these advisors are sufficient, the market will see inflows similar to or greater than those at the Saylor level.

ChainCatcher message, Mechanism Capital co-founder Andrew Kang posted on X: "ETH is slightly below the lower bound of my estimated range in dollars. This may be due to the impact of the Germany + Mt Gox sell-off/worries + ETF launch delays. Given that we have sold so much, ETH could potentially see a relief rally after the ETF approval, but the upside is expected to be capped at $3600."

ChainCatcher news, Andrew Kang, co-founder and partner of Mechanism Capital, stated on social media that the most common mistake in the crypto market is buying too early when the trend shifts from upward to downward. Adjustments after a major market structure collapse are often deeper and longer than expected.Do not buy when BTC drops 10% from its high; instead, buy for the next cycle when the market is generally liquidated, most people are exiting, and there are doubts about whether cryptocurrencies will disappear forever.Additionally, he believes that over 98% of altcoins have peaked in this cycle, with only a few potentially reaching new highs in the fourth quarter of 2024 or the first quarter of 2025. The ones that may reach new highs are primarily a few Meme coins, but careful selection is necessary.Kang also stated that Bitcoin is in a transition phase towards becoming a super-cycle asset, possessing characteristics of both previous cycles and mature macro assets.

ChainCatcher news, Andrew Kang, co-founder and partner of the crypto venture capital firm Mechanism Capital, stated on social media that unless Ethereum develops a convincing way to improve its economic situation, the price of Ethereum will not gain much upward space from the approval of a spot ETF.He expects the capital flow from the Ethereum spot ETF to be lower than the market's general expectations, as the approval of the ETF was unexpected and the issuers did not have much time to persuade large holders to convert their ETH into the ETF. On the other hand, the appeal for holders to convert ETH is relatively low, as they would need to forgo the yields from staking or using ETH as collateral in DeFi.Additionally, Andrew Kang anticipates that ETH/BTC will continue to trend downward, with the ratio expected to be between 0.035 and 0.06 over the next year. Although the sample size is small, the market has indeed seen ETH/BTC set lower highs in each cycle, so this should not be surprising.

ChainCatcher news, the blockchain gaming platform Gudchain has announced that it has raised $5 million from cryptocurrency investment firms. The round was led by Mechanism Capital, with participation from Morningstar Ventures, Manifold, SkyVision Capital, and others.It is reported that the team aims to bring GameFi into the mainstream through parallel gaming chains.

ChainCatcher news, Mechanism Capital co-founder Andrew Kang stated on social media that TON is expected to be one of the biggest growth cases in this cycle.He mentioned that Telegram founder Pavel Durov has developed Telegram into one of the largest applications in the world, and now this application serves as one of the largest and best distribution channels for the protocol. The growth of mini-programs is expected to explode, and TON will help us bridge the gap.

ChainCatcher news, LayerZero's full-chain NFT protocol Holograph has announced the completion of a new strategic financing round of $3 million, led by Mechanism Capital and Selini Capital, with participation from Northrock Capital, Arca, Courtside Ventures, and Hartmann Capital from Hal Press. The total financing for the project has now reached $11 million.Holograph's full-chain technology allows for the creation of NFT assets that can be used across multiple Ethereum-compatible blockchains. The new funding aims to accelerate its expansion into the growing blockchain gaming market, with a focus on supporting tokens on Ethereum-compatible networks, including Optimism, Arbitrum, Avalanche, BNB Chain, Base, Mantle, Zora, and Linea.Additionally, the Web3 asset data platform RootData shows that Holograph is a full-chain tokenization protocol that enables asset issuers to mint native composable full-chain tokens. Holograph works by burning tokens on the source chain, sending messages to the target chain via a messaging protocol, and then re-sending the same amount of tokens to the same contract address. This unifies liquidity, eliminates slippage, and maintains interoperability between blockchains.

ChainCatcher news, the blockchain and AI-driven digital content monetization and ownership platform Creator.bid has announced the completion of a new round of financing, with participation from Mechanism Capital, Zee Prime Capital, Moonrock Capital, Cogitent Ventures, Momentum 6, ID Theory, NxGen.lens, HV Capital, MH Ventures, SkyVision Capital, MQdao, AlfaDAO, Tempo, and Silvermine Capital. The specific amount has not been disclosed.According to reports, Creator.bid supports content creators in building AI-driven digital assets to monetize content and manage writing. In addition, Creator.bid provides tools to enhance creators' autonomy over their work and income management.

ChainCatcher news, the Web3 AI project Inference Labs has completed a $2.3 million seed round financing, led by Delphi Ventures, Digital Asset Capital Management, and Mechanism Capital, with participation from Big Brain Holdings, BitScale Capital, Edessa Capital, ID Theory, Metropolis DAO, Mozaik Capital, Newman Capital, and Seed Club Ventures.The funds raised will be used to further optimize Inference Labs' innovative approach in the field of artificial intelligence, as well as to help the team grow, accelerate product development, and promote the development of the entire ecosystem.

ChainCatcher news, Mechanism Capital co-founder Andrew Kang stated that cultural coins are a new type of meme coin. He believes that cultural coins represent the values and lifestyles of real communities, with the advantage of uniting communities.He mentioned that Mechanism Capital has accumulated positions in several cultural tokens over the past few months, focusing on projects and marketing activities that can attract large communities. He highlighted two favorite projects: $MOUTAI and $ZYN.Regarding $MOUTAI, Kang pointed out that it is a candidate for Chinese/Asian cultural coins, with the potential to attract Eastern speculative capital. Moutai, as the largest consumer brand in Asia, represents success and is frequently used in celebratory events. He also mentioned global tasting events/parties and collaborations with Brave.Regarding $ZYN, this is a widely popular nicotine pouch product in the Americas and Europe. $ZYN represents "bro" culture and is favored by athletes and finance professionals. He also mentioned migration plans, the "Zyn to earn" project, and collaborations with KOLs.

ChainCatcher news, according to The Block, the Solana ecosystem cross-chain communication network Zeus Network announced the completion of an $8 million financing at a valuation of $100 million, led by Mechanism Capital, with participation from OKX Ventures, Animoca Ventures, Big Brain Holdings, Lemniscap, and The Spartan Group. Angel investors including Solana co-founder Anatoly Yakovenko, Stacks co-founder Muneeb Ali, and Mechanism Capital founder Andrew Kang also participated in this round of financing.Zeus Network founder and CEO Justin Wang stated that this round of financing takes the form of a Simple Agreement for Future Tokens (SAFT).