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Since everyone is getting involved in Falcon's buidlpad, I’ve compiled some key information discussed by everyone and compared the two projects, specifically the differences with the previous project @Lombard_Finance. After all, Lombard hasn't launched yet, so there’s a chance to get in before @FalconStable's TGE 👀
Given the current market conditions, everyone is already assuming that Falcon's TGE will exceed 1B, meaning there’s a potential for a 2-3x increase in the presale space, and even a 10x oversubscription is a profitable opportunity.
This time, Falcon is raising 4M, with a valuation of 350-450M, which varies based on the amount staked by users. This is also a new model for Buidlpad.
At the same time, Buidlpad has launched a new HODL model, allowing users to stake directly through Buidlpad to earn additional rewards, with a maximum of 60x points bonus.
KYC period: September 16 - September 19: Both Falcon and Buidlpad's KYC must be completed ⚠️
Deposit date: Ends on September 19, and you must stake at least 3000 USDf / sUSDf to participate and receive an investment quota.
Next is the previously introduced Lombard. Last time, $BARD raised 14x; I wonder how many times Falcon will achieve this time 🧐
With the same TGE unlock ratio (100%) and valuation as Lombard (450M), could Lombard become a dark horse? 👀
Recently, the biggest news for Lombard should be its ecological collaboration with MegaETH. On the first day after MegaETH's mainnet launch, LBTC will become a core asset within the ecosystem. Additionally, it has partnered with @DogeOS to bring liquidity into the Dogecoin ecosystem.
Due to the emergence of news related to the Doge ETF, ancient memes like $DOGE and $PEPE have finally started to rise, which is worth paying attention to.
The significant difference in discussion around the two projects can be attributed to:
1️⃣ The difference in sectors. This is very direct; Lombard, even though it is one of the leaders in the btcfi sector, has seen some decline in heat, slightly lagging behind projects like Falcon that focus on savings and stablecoins.
With epic projects like $WLFI and $XPL emerging, current traders who are not interested in playing the altcoin season tend to prefer putting their funds into projects like Falcon, backed by DWF's resources. DWF hasn't had a major performance in a while, so expectations are naturally higher.
However, in terms of timing, if Lombard rushes its TGE and performs well, I believe there is also a chance. Personally, I am optimistic about this collaboration with MegaETH.
2. Whether @pendle_fi has launched, providing other opportunities to earn returns.
Projects with high return ceilings must have gone through Pendle, which is also a good way to attract smart players.
3. Whether Kaito has launched or released its own yapper program, creating expectations that can bind participants' interests long-term.
This is also why everyone is eager to earn every badge in Falcon, combined with the current market recovery; it must be said that they have done quite well.


three tge's i’m looking forward to in some of the hottest crypto verticals (defi, stablecoin infra, rwa):
1. @MavrykNetwork
2. @PlasmaFDN
3. @katana
(in no particular order)
1. @mavrykNetwork
> compliance + infra rails for players like @multibank_io to push RWAs onchain
> $10B in assets lined up to tokenize.
> launching at $100M FDV with only 5.6% circ (~$5.6M mcap)
> low float and low launch cap is something i really like to see
> they’ve been owning the defi/rwa mindshare lately competing against some monster companies, proud to be advising
> launch september 18
2. @PlasmaFDN
> feeling electric here. presalers got $XPL tokens at $500M val
> hyperliquid premarket has it trading at ~$6–7B FDV
> stablecoins are one of the hottest trade right now but with not many available opportunities
> as a CRCL beta play presalers are going to eat here
> launch date not announced yet
3. @katana
> backed by @GSR_io and heavily by @0xPolygon
> $500M productive tvl in under one quarter
> been staking on yearn and turtle vaults for since day 1, early supporter
> 40-50% on stables, 18-22% on ETH/WTBC
> these yields are boosted by $KAT emissions until november
> vKat liquidity updates signal we’re getting closer
> tge date not announced but wouldn’t be shocked if we see TGE around dec/jan
few more tge's i am looking forward to, but these are definitely a few i am mega excited for


The Daily Modern Market Snapshot: Fri 12 Sep
Majors: BTC 115k; ETH 4.5k; SOL 237
Headlines
- BTC at $115K and S&P closes at another ATH
- Solana outperforms majors +6% to $237 on bullish DAT news: Forward Industries closes $1.65B placement
- Official Paypal accounts tweets Hyperliquid support
Notable PA
- PUMP +6% to $6.1B FDV
- PENGU +9% to $2.9B FDV
- REKT +10% to $420M FDV
Notable Sales
- CryptoPunk, Clown Green - 50 ETH
- Bored Ape, Lazer Eyes - 42 ETH
- XCOPY, Grifter - 16.5 ETH
Web 3 Round Up
- Blackrock exploring tokenising ETFs, according to Reuters
- World Liberty Fi proposes 100% of WLFI liquidity fees to market buy WLFI to permanently burn
- Sharps Technology a SOL DAT announces partnership with Pudgy Penguins to bring exposure and connectivity to SOL DAT space
- Native Markets have more than 70% of validator votes now for stablecoin USDH ticker on Hyperliquid
More News
- Unit completes Plasma's XPL integration on Hyperliquid testnet ready for day 1 listing on Hyperliquid
- Pudgy Party game by Mythic Games hits 500K downloads
- Moonbirds announce mystery physical collective mint for 24 hours in partnership with Collector Crypt
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OKX does not provide investment or asset recommendations. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition. Please consult your legal/tax/investment professional for questions about your specific circumstances. For further details, please refer to our Terms of Use and Risk Warning. By using the third-party website ("TPW"), you accept that any use of the TPW will be subject to and governed by the terms of the TPW. Unless expressly stated in writing, OKX and its affiliates (“OKX”) are not in any way associated with the owner or operator of the TPW. You agree that OKX is not responsible or liable for any loss, damage and any other consequences arising from your use of the TPW. Please be aware that using a TPW may result in a loss or diminution of your assets. Product may not be available in all jurisdictions.