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Smart Drop Farmer @SmartDropFarmer on x 1039 followers
Created: 2025-07-23 14:31:55 UTC
Kaito’s second pre-sale comes with better terms than the first one, but...
Official details @TheoriqAI on Kaito:
• Valuation: $75M (50% lower than previous $150M round) • Raise target: $2M • Vesting: – XX% unlocked at TGE – XXXX% after XX months – XXXX% linear from months 13–24 • Min/Max Allocation: $1K–$100K • Goes live: July 25th, 12PM UTC
🧠 @TheoriqAI is building infrastructure for the Agentic Economy (autonomous DeFi agents), with a strong team from Google, Gnosis, Consensys, etc. Backed by Hack VC, IOSG, HashKey, LongHash, and more.
💬 My take:
Compared to the first round (which I skipped): • Valuation dropped from $400M FDV → $75M • Unlock at TGE went from X% → XX% • Raise halved: from $4.2M → $2M
✅ So yes, there are real improvements. It’s clear the team (or @TheoriqAI) responded to feedback. More conservative, more aligned with market reality.
⚠️ Still, vesting is tough. To break even: • This round needs a 4x
In short: → Better terms, still aggressive. → Unlike the first, this one deserves a serious look depending on the fundamentals.
XXX engagements
