Notes
Foresee clearing its soft cap in under 24h wasn’t surprising if you look at where and how it launched.
By launching on @sagapad_icm, they tapped directly into the @solanamobile community. These are people who are already active on-chain and actually using the tech
Why it stands out:
•Fair Valuation: Launching $SEE with an FDV between $144,000 and $720,000 -> softcap $120k - hardcap $600K
•No Team Dumping: The team starts with 0 tokens at launch. They only get up to 67.5M $SEE if the price actually performs
•Locked Liquidity: 20% of the USDC raised plus 20M $SEE goes straight into liquidity to keep things stable.
•Accountability: Instead of a massive token unlock, the team takes a $16,000 monthly allowance from the treasury to keep building.
This is one of the few ICOs where incentives are aligned after launch, not just before it.
The ICO is still live for another less than 24 hours, but the allocation is definitely tightening up.
Once the value becomes obvious, the opportunity usually isn't.
$SEE ICO is now LIVE on @sagapad_icm
This is what true conviction looks like, 0% team tokens and futarchy governance.
Move fast or watch it from the outside.
Join here👇🏻
$SEE ICO is now LIVE on @sagapad_icm
This is what true conviction looks like, 0% team tokens and futarchy governance.
Move fast or watch it from the outside.
Join here👇🏻
MORNING BID
Baidu ( $BIDU) Q4 Revenue: ¥34.12B (-2% y/y, Est. ¥33.32B) 📉
🔹 Ad revenue down 7% to ¥17.9B, offset by AI Cloud growth (+26% y/y).
Broadcom ( $AVGO) & Intel ( $INTC):
🔹 Broadcom held informal talks on acquiring Intel’s chip-design unit (WSJ).
🔹 No formal offer yet; deal uncertain.
Roku ( $ROKU): Files mixed securities shelf.
Alcohol Industry Struggles:
🔹 Younger consumers opt for moderation/abstinence, hurting alcohol sales.
🔹 Underperforming stocks: TAP, DEO, BF/B, BUD.
🔹 Winners: Nonalcoholic brands like Athletic Brewing & Ritual Zero Proof thrive.
🔹 Anglo American ( $NGLOY): Selling nickel unit to MMG Ltd for up to $500M, refocusing on copper & iron ore.
🔹 Delta ( $DAL): Regional jet flipped on landing in Toronto amid high winds; 18 injured.
🔹 Diamondback ( $FANG): Acquires Double Eagle units for 6.9M shares + $3B cash to expand Midland Basin.
🔹 Entergy ( $ETR): Q4 adj. EPS $0.66 (Est. $0.63); FY25 guidance: $3.75-$3.95 (Est. $3.92).
🔹 H&E ( $HEES): Accepts Herc Rentals' $5.3B bid, rejecting United Rentals' offer (FT).
🔹 Sealed Air ( $SEE): CEO Patrick Kivits steps down; Dustin Semach appointed; FY24 outlook reaffirmed.
🔹 Capital One ( $COF): Jan. net charge-offs 6.12% (vs. 5.71% y/y); delinquencies 4.61% (vs. 4.78% y/y).
🔹 Discover ( $DFS): Jan. credit card delinquency 1.80%, charge-off 2.63% (SEC filing).
🔹 JPMorgan ( $JPM): Jan. credit card delinquency 0.88%, charge-off 1.64% (SEC filing).
🔹 Janus Henderson ( $JHG): Expanding into Saudi Arabia to grow Middle East presence (Bloomberg).
🔹 KKR ( $KKR): Buying 5% more of Eni’s (E) Enilive biofuel unit for €587.5M, raising stake to 30%.
🔹 Johnson & Johnson ( $JNJ): Faces court decision today on $10B settlement over baby powder litigation; Judge Lopez to decide on Chapter 11 filing.
🔹 Medtronic ( $MDT): Q3 adj. EPS $1.39 (Est. $1.36); Q3 revs +2.5% y/y to $8.29B (Est. $8.33B); maintains full-year guidance.
🔹 Oculis ( $OCS): 5M share secondary priced at $20.00 per share.
