[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.]  Cloyd Swift 🤝PAL [@lethithomxx](/creator/twitter/lethithomxx) on x XXX followers Created: 2025-07-22 13:37:43 UTC EspressoSys The $400M coffee debate @EspressoSys just dropped their launch with some spicy terms: - $400M FDV at launch. For a cross-chain, rollup-centric base layer, that's big maybe too big. - ZERO tokens at TGE, 1yr cliff, then XX% unlock, then another year for the rest. So, full unlock in X years. You’re not flipping this overnight. - KYC and geo limits: most community won’t even get a shot. - Heavyweights like a16z, Electric Capital, Sequoia all backed $50M+ pre-raise. OG funding in, but last round’s terms? Still not public. The product: shared sequencer for rollups, real-time finality, cross-chain composability, aiming to disrupt centralized sequencers. Not just L1 copy-paste this wants to scale ETH, securely. But no airdrop/launchpad sugar for active contributors, and no meaningful upside for early yappers. Question: Are we just providing exit liquidity for VCs, or is @EspressoSys pushing the whole rollup game forward? What’s your value creation vs value capture take here? XX engagements  **Related Topics** [limits](/topic/limits) [geo](/topic/geo) [tge](/topic/tge) [$400m](/topic/$400m) [pal](/topic/pal) [swift](/topic/swift) [Post Link](https://x.com/lethithomxx/status/1947652277797536062)
[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.]
Cloyd Swift 🤝PAL @lethithomxx on x XXX followers
Created: 2025-07-22 13:37:43 UTC
EspressoSys
The $400M coffee debate
@EspressoSys just dropped their launch with some spicy terms:
- $400M FDV at launch. For a cross-chain, rollup-centric base layer, that's big maybe too big.
- ZERO tokens at TGE, 1yr cliff, then XX% unlock, then another year for the rest. So, full unlock in X years. You’re not flipping this overnight.
- KYC and geo limits: most community won’t even get a shot.
- Heavyweights like a16z, Electric Capital, Sequoia all backed $50M+ pre-raise. OG funding in, but last round’s terms? Still not public.
The product: shared sequencer for rollups, real-time finality, cross-chain composability, aiming to disrupt centralized sequencers. Not just L1 copy-paste this wants to scale ETH, securely.
But no airdrop/launchpad sugar for active contributors, and no meaningful upside for early yappers.
Question: Are we just providing exit liquidity for VCs, or is @EspressoSys pushing the whole rollup game forward?
What’s your value creation vs value capture take here?
XX engagements
