[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
t0xic 🧪 @amit0xic on x 8920 followers
Created: 2025-07-23 14:57:16 UTC
we finally know the terms for @TheoriqAI sale on Kaito launchpad
- $75M FDV (50% lower than last round)
- XX% at TGE (37.5% after 12M, XXXX% linear over 12M)
this sounds much better than espr3sso sale
I like that they were transparent about the previous round, we get to invest at a moderately low valuation and we also get XX% at TGE
this means that if $THQ launches at $300M+ FDV, we'll make back the whole investment
w4yfinder (another agentic AI protocol) launched at $500M FDV in a much worse market (BTC was trading at $80k), so a $2-300M FDV for Theoriq sounds pretty reasonable
XX month cliff is definitely not short tho. All in all, it may be worth a punt but I'll wait for more info to get a clearer idea
thoughts?
XXXXX engagements
