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💳 ICO Season and Airdrop Cycle: How Every Run Ends the Same
let us understand how the ICO and airdrop cycle actually works, so the picture becomes clear.
▪︎Phase 1 — The Cluster Signal
At this moment, one thing is already clear.
We are inside a phase of the cycle where ICO activity increases in a very visible way.
Today there are four ICOs running at the same time:
• Monad on Coinbase
• Vooi on Cookie and Legion
• Solomon on MetaDAO
• Azetc on the official website
But before anything else, let us understand how the ICO and airdrop cycle actually works, so the picture becomes clear.
What we are seeing now is simply the stage where ICOs multiply, narratives grow stronger, and liquidity spreads itself across too many projects at once.
▪︎ Phase 2 — The Easy Multipliers
In this type of environment, almost any project can deliver a quick x2 to x5.
The reason is simple: people react to the story, not the fundamentals.
Oversubscribed launches become normal,
research gets replaced by excitement,
and airdrops slowly disappear because teams prefer selling tokens instead of distributing them.
▪︎Phase 3 — Liquidity Spread
After that, the second phase arrives.
More ICOs show up.
More “opportunities” appear.
Less liquidity remains for each one.
▪︎ Phase 4 — The Cooldown
Returns decline.
Early tokens fall by around forty percent.
New projects face difficulty filling allocations.
Momentum weakens.
Liquidity spreads too thin across the market.
The crowd begins to step back.
▪︎ Phase 5 — The Downward Shift
The cycle then enters the familiar stage:
very little interest in the real product,
a selective and skeptical CT,
founders becoming careful,
and a large part of the community leaving with losses.
▪︎Phase 6 — The Reset
From here the reset begins.
A fresh narrative takes the lead.
Airdrops return to the center of attention.
And the cycle prepares for another round. 🔄
▪︎ Final Note — Position With Clarity
In the end, if you are still here and paying attention to airdrops, remember one thing.
Airdrops never completely disappear.
This is actually one of the best moments to position yourself inside the projects you believe in, because the hype is lower and the number of active hands is much smaller.
And if the returns from ICOs look easy or too high, then you are probably entering the phase where losses happen quickly and recovery becomes difficult.
Review every project carefully, avoid entering with greed, and make sure every move makes sense.
Take care.
NIPTO retweeted
ICYMI: a digital cardboard of Lionel Messi just sold for 108.22 ETH ($175,010) 🤯
Why will you buy a digital sports card for $175K when you can buy a comparable physical Messi card for the same price?
Insanity. Because of this… I’ve made a decision to finally look into Panini
Where should I start??? What should I know? How to start a collection? @spinotron @NFTsEveryday
I remember when Monad mainnet launch , every space I joined was comparing it to Solana and Ethereum .
Two months later, the narrative shifted and they started calling it the next Sui.
Now, everyone’s just losing their minds over how MegaETH managed to bag that Binance listing .
The rotation is crazy. What's next ?
Aaah , And I remember well when ZORA said, We are just a memecoin.
It's 2026, not 2021. You wanna know if NFTs are back for real?
Just look at the activity dozens of sales dropping in less than a minute.
That’s the only sign you need.
The best advice/alpha ever came from Moritz :
For most people ( airdrop farmers ), it’s better to run a profitable strategy and treat the airdrop as a bonus.
Successful examples are everywhere :
Many built strategies to accumulate hundreds of thousands of $MON during the testnet phase, later flipping $MON testnet for thousands of dollars.
Others secured important roles within the Monad ecosystem / high-value NFTs and sold ( roles , card's , box ... ) on OTC markets for massive profits, treating the final Monad airdrop as just a bonus .
We see the same on OpenSea; experienced traders are netting thousands monthly through solid trading strategies, keeping the potential OpenSea airdrop as a side bonus.
This logic applies to Meteora, Tensor, Magic Eden, Blast, and many others.
The same rule applies to @megaeth today. By diving deep into the ecosystem and researching what truly matters, you’ll uncover numerous profitable opportunities. Focus on the grind, find the gap, and treat the airdrop as a bonus.
I was one of the top farmers on Blast.
Here’s some advice if you want to farm MegaETH:
1. capital efficiency
For most people, capital is the limiting factor.
If you’re farming with just $10k, blindly providing liquidity isn't optimal.
Unless you just want to farm passively.
But if you want to maximize returns, you should focus on volume.
Example: with $10k, you can easily push ~$1m daily volume on a perp dex.
2. profitability
It is a common strategy to intentionally burn money, hoping the airdrop outweighs the losses.
Dozens of people farmed Blast for months and still ended up negative.
It can work if you’re disciplined and smart about it.
But for most people, it’s better to run a profitable strategy and treat the airdrop as a bonus.
I received a six-figure Blast airdrop, but it was just the cherry on top, and I made more from the actual farming.
3. influencer / KOL alpha
If you see something on the timeline, it’s probably not a great opportunity anymore.
The best opportunities are gatekept.
Sharing them = diluting your own edge.
I didn’t tweet about farming once during Blast for that exact reason.
Posting my strategy would’ve cost me multiple 6 figures.
I’ll probably share some MegaETH opportunities, but don’t expect hidden strategies.
If you want real results, you have to go one step further than everyone else.
GL in the trenches 🫡
I’m a mega Monad active user on-chain, and for every tx MetaMask is paying my network fees...
And I keep asking myself, why does MetaMask do that ?
What if they're just paying it from my future metamask airdrop $MASK allocation? 💀😂
Hey @MetaMask if this true u still need my authorisation.
On the other side , maybe this is how they verify you’re actually using their product ( metamask wallet ).
I see a lot of people still bidding on SPIKY IP, even though the team has been AWOL since January.
Even some NFT communities are still looking to sweep the floor of this collection.
Honestly, this is just the first chapter of a massive story. If this collection gets acquired by a solid founder or a new Chad owner, @spiky_xyz could easily become one of the top IPs not just on @Monad, but in the entire NFT space.
Why is everyone fading everything and only talking about NFTs lately ? My feed is full of them,
but I don’t see it reflecting on the NFT market. I haven't seen any collection actually performing or pulling big numbers yet.
Am I tripping or did I miss something?
Drop some collections below if I’m sidelined!"
I only need to add 3 more NFTs to become a true Monad NFTs Maxi:
(@r3tardsNFT, @skrumpeys, @the10kSquad ).
Note: I’m not chasing any airdrops from Monad. I’m doing this strictly 'for the culture' and because I genuinely like the art. I wasn’t eligible for the @monad Season 1 or Season 2 airdrops, nor the Monad Cards.
Show me which Monad NFTs you’re holding! 👇👇
From my perspective, I don't think Xeet deserves all this hype and attention from MegaETH right now.
It isn't currently the kind of app that adds real value or attracts new users to the MegaETH ecosystem.
However, I doubt the team is unaware of this, so there's a strong possibility that Xeet will evolve into something much more than what we see today.
🎯
Xeet to MegaETH.
Euphoria announcement today (gonna be the next and 10th MegaETH mafia app).
$MEGA above $0.2 USD on pre-market
To everyone who hold @r3tardsNFT
If the floor price go under 10k $MON
just create and mint an SBT and send it to @Dreiki10 It is as HE is J33T out of the NFTs race and cannot add real value to this collection.
UNTIL now I deserve this one 😁
A reality check ✔️
I went through extremes to secure my private keys. I encrypted them, generated new phrases, turned keys into complex codes and symbols, and even split them among family members. I went as far as engraving parts of them on steel and silver so they’d never be erased by time.
I did all of this because I believed in one thing: "My Keys, My Coins."
But the recent Arbitrum intervention just shattered that belief.
The Arbitrum Security Council was able to freeze and move 30,766 ETH from an exploiter’s wallet without needing their private keys. While the intent was "noble" (to stop a hacker), the technical reality is chilling:
If they can move a hacker's funds without their keys, they can move yours too ...
Do you still believe you are in full control of your assets? 💸
I’m asking this because of what just happened with Arbitrum.
The Arbitrum Security Council recently took emergency action to freeze 30,766 ETH linked to the KelpDAO exploit. While the move was meant to protect the community and "save" the funds, it raises a massive red flag about the reality of decentralization.
Here is the reality check:
If a "Security Council" can identify a specific address, override the rules, and move funds to a frozen wallet even if it's a hacker's address it means the system has a "backdoor" or a central point of control.
The Dilemma:
Safety: We want hackers to be stopped and funds to be recovered.
Sovereignty: The whole point of crypto is "Not your keys, not your coins." If someone else can move your funds without your permission, are they really your coins?
Arbitrum’s move proves that many Layer 2s are still in the "training wheels" phase. They are "decentralized" until things go wrong, then the human intervention kicks in.
What do you think? Is this level of control necessary for mass adoption .
Are you sure Do you control your funds ?
The Arbitrum Security Council has taken emergency action to freeze the 30,766 ETH being held in the address on Arbitrum One that is connected to the KelpDAO exploit. The Security Council acted with input from law enforcement as to the exploiter’s identity, and, at all times, weighed its commitment to the security and integrity of the Arbitrum community without impacting any Arbitrum users or applications.
After significant technical diligence and deliberation, the Security Council identified and executed a technical approach to move funds to safety without affecting any other chain state or Arbitrum users.
As of April 20 11:26pm ET the funds have been successfully transferred to an intermediary frozen wallet. They are no longer accessible to the address that originally held the funds, and can only be moved by further action by Arbitrum governance, which will be coordinated with relevant parties.
Why did @monad NFT floor prices tank today, despite $MON surging 40%+ this week ? 📉🚀
2/ The logic is simple:
Many holders see this as the perfect "exit" opportunity. They sell their NFTs for $MON while it's peaking, then swap to stablecoins 💵. They are simply waiting for a correction to buy back their NFTs cheaper later.
3/ This creates massive sell pressure.
On the flip side, buyers are scarce. Why? Because $MON has become too expensive, and fewer people are willing to part with their tokens for "JPEGs" right now. 🖼️❌
4/ The big surprise?
Even when $MON drops, NFT prices often crash further. Everyone rushes to extract as much value as possible before the floor collapses. 🏃💨
What’s your move in this scenario ?
Who deserves to be followed ??
Tag the influencer who actually helped you make money from something they shared or posted... or from an 'Alpha' (tip/intel) they provided.
Let's find out the true value of each influencer and who actually deserves to be followed ??
Onefootball 😔
It is my habit to check any project at launch to see how they handle issues, respond to feedback, and communicate with their community.
I did exactly this with @ofc_the_club $OFC after noticing that many users were ineligible for the airdrop despite meeting all the requirements, while others claimed their rewards but received nothing.
To my surprise, instead of focusing on resolving these technical issues, the project seems more intent on fixing its image by paying influencers for promotion.
The mistake here is failing to realize that solving problems especially for the core supporters who built the project's foundation is far more effective than paid slogans. The proof is that I constantly encounter frustrated users with unresolved issues, yet I haven't seen a single one of those paid ads actually reach my timeline.
This confirms my conviction that this project is mismanaged and no longer worth my attention.