2020 DeFi, 2021 NFTs, 2024 AI Agents --> 2025 Internet Capital Markets (ICM) The New Frontier of Funding on the Internet (kek?) We love repackaging old narratives with new buzzwords, now slap on memes + builder incentives + financial experimentation into one new (thematic) meta = ICM. At the heart of this trend is @launchcoin, a token launchpad that lets anyone mint and list a coin with just a tweet. I guess this is akin to turning internet-native ideas into tradable assets, where founders use @launchcoin as the infra launchpad to launch tokens on @solana. - - - - - What Are Internet Capital Markets? Decentralized, permissionless marketplaces where capital flows directly to builders, creators, and ideas --> this is instant and global. Combination of your crowdfunding (Kickstarter), IPOs (Nasdaq), and memecoins (pumpfun elements) --> but frictionless, fun, and internet native. Attention = capital (attention economy) + belief = liquidity (believe in something sers) - - - - - The Role of Believe: Launchpad for ICM Believe is the protocol fueling this trend, enabling builders to launch tradable tokens directly on X (Twitter) and aligns them with early backers (degens who ape the tokies) who want to ride the upside if the project succeeds. ELI5 on the launch • Tweet with @launchcoin $TICKER + NAME on X • A bonding curve initializes your token, limited supply and high early fees • As the market cap grows, your token “graduates” to deeper liquidity (via @MeteoraAG pools) • You claim 50% of all trading fees by linking your X account. • Revenue split: 50% to the builder, 50% to Believe. • Graduation trigger: Reaching a $100K market cap • Funds will be released over time to align incentives with builders - - - - - Watchlists a) @pumpdotfun Ecosystem • @rus ($VINE): bringing back nostalgia • @jellyvideochats ($JELLYJELLY): The first ICM coin with Binance perps (h/t @degentradingLSD) b) @launchcoin Ecosystem • @dupe_solana ($DUPE): @gajria's comeback coin • @basedalexandoor ($GOONC): The fartcoin of ICM meta • @CreatorBuddyX ($BUDDY): AI Assistant for X • @AurascopeApp ($AURA): Gamified photo taking • @fittedcloset ($FITCOIN): AI fashion closet • @usegiggles ($GIGGLES): Founder with 5M+ app downloads and $15M ARR c) Tools Believe Screener by @nanowisp Believe Launches by @0x_ultra - - - - - Personal Thoughts • Rallying because its somewhat of a (thematic) meta breaker + Vibe coding culture taking off (where solo builders, indie developers, and X personalities skip traditional VC and launch directly to their audience) • Meta is not as big as AI agents, so probably need to lower expectations • Is this your fabled "muh onboard web2 devs" moment? • Regulatory risks and securities treatment? • Rug potential: Minimal barriers = many low-effort tokens and opportunistic founders • Speculation over substance: Easy money can attract grifters • No legal protections: Coins aren't securities, and builders can disappear TLDR; Best ideas instantly fundable --> by anyone, anywhere and blends in culture/meme, capital, and community into one meta