Mulana Capital

1/ Welcome to The Foundry: an accelerator built to get Physical AI founders from a working prototype to a shipped product. Applications are now open: http://foundry.machine.fun A @codecopenflow × @peaq product.

最近不少人在写 @TownSquare 的 $TOWN 公开销售。 可能是因为销售周期长达一周，也可能是市场已经被各种公开预售搞得有些风声鹤唳。100 万美元的额度，开售三天居然还没有打满。 既然没满，我就随便玩玩吧，直接按个人额度上限打了 10 wu。 主要思考与判断是 1、Monad 的原生代币 $MON 是Coinbase 的第一个打新项目。我记得自己当时的判断是第一个项目肯定不会跌破发，双方都要顾及首发的示范效应和市场口碑。我甚至猜测，背后可能存在一揽子没有公开的保障安排，其中最核心的要求就是不能破发。一旦价格跌破发行价，Monad 或其他利益相关方可能需要动用部分募集资金或流动

NEWS: TownSquare $TOWN Sonar sale is live on @Polymarket 👇 polymarket.com/event/total-co… *𝘛𝘩𝘪𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘢𝘯 𝘰𝘧𝘧𝘪𝘤𝘪𝘢𝘭 𝘦𝘯𝘥𝘰𝘳𝘴𝘦𝘮𝘦𝘯𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘢𝘤𝘵𝘪𝘷𝘪𝘵𝘺 𝘰𝘯 𝘵𝘩𝘦 𝘗𝘰𝘭𝘺𝘮𝘢𝘳𝘬𝘦𝘵, 𝘯𝘦𝘪𝘵𝘩𝘦𝘳 𝘪𝘴 𝘵𝘩𝘦 𝘛𝘰𝘸𝘯𝘚𝘲𝘶𝘢𝘳𝘦 𝘵𝘦𝘢𝘮 𝘣𝘦𝘩�

What's that @machinedotfun? 🤔 We know from their website that it's a collaboration between @codecopenflow & @peaq. peaq-2:native is at a $45M Mcap. solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump is only at a $2.7M Mcap btw, down 93% from ATH. Robotics Narrative. Could be something. 👀 Also

TownSquare USDC, wETH, cbBTC vaults are live now on @monad, curated by @native_fi APYs trending 📍 - USDC: 12% - wETH: 10% - cbBTC: 8% https://x.com/native_fi/status/2079562523674857787

TownSquare @TownSquarexyz $TOWN 的公售开始了，总募资 100 万美金，现在已经有 35 万美金打进去了。 现在大盘行情回暖， $TOWN 打新的估值也不是太高，Sonar 上打新的项目一般质量也还可以，有 Sonar 账号的可以看看要不要搞一点。 https://www.townsq.xyz/sale https://x.com/cryptolfggo/status/2077240565415219611

Node Upgrade ⚙️ A big thank you to all node operators helping secure the peaq network, including @Telekom, @Lufthansa Innovation Hub, @TU_Muenchen, and many others Please update your nodes to peaq-v0.0.112 ahead of the runtime upgrade and follow the instructions below Docker image: https://t.co/6

TownSquare InstitutionFi Access Program $TOWN sale starts on Monday July 20th 1pm UTC time at http://townsq.xyz/sale https://x.com/townsquarexyz/status/2077027247098355863

$TOWN sale starts in less than 48hrs Check your eligibility at http://townsq.xyz/sale https://x.com/townsquarexyz/status/2077027247098355863

TownSquare $TOWN InsitutionFi Sale starts in less than 72 hrs on Sonar by @echodotxyz, on @monad, with over $16M prev raised. Registration open now at 👇 http://townsq.xyz/sale https://x.com/1554381720316948480/status/2077027247098355863