Catching up on a number of tokens that got shilled to me over the last two weeks. Quick and dirty reviews only, so assessment might be off/too harsh/partial etc. Don't make buy/sell decisions based on this (but happy to get feedback).

DMG, DMM's governance token. ICO'd at somewhere below 50c, now at 1$40. It's a project offering interest-bearing assets based on real-world high yield credit (beat up cars mostly, I wish I were joking). Lots of alarm bells with this one...

Questionable claims about on-chain verifiability (it's just a bunch of badly photoshopped PDFs), active assets seem to be about 9M, but governance token has 54M mcap. Lots of "liquidity provision" activity on chain, status of ICO/IEO/security token offering is unclear.

Appears quickly whipped together by people with partial (and sometimes past) engagement in the project, some uniform shilling that appears paid. Fits current narrative to a certain extent, so will probably pump.

Skale (SKL), an Ethereum scaling solution. Already has broad ecosystem support, definitely an interesting project. They're starting a token sale today. Issues I see here is that the public allocation is tiny compared to the overall supply and that supply will go up very quickly.

Looks like a project that would be worth a deep dive for the so inclined, to find possible ways to participate beyond simply buying tokens. Also worth watching how the token will behave once it's liquid. Sits squarely inside all the right narratives.

Chromia (CHR), a relatable relational blockchain based out of Sweden. I want a small bag of this because it's a project full of fresh ideas. 7x from bottom, but still not really pumped. Hate myself for having researched, but not bought it back when it was really low.

Orchid (OXT), a crypto based VPN. I like VPNs and privacy tech in general (and lost a lot of money on them). Token kinda woke up with a 4x pump yesterday. Will be interesting to see where it goes next. Seems to be run by rabbits, which is weird.

district0x (DNT). If ANT was able to wake up, DNT will probably too. It will wake up without me though. Too much blockchainy futuristic inception on this one for my taste.

Another left for dead one: LOOM. Whenever I look at this project, it pivoted, and whenever it pivoted, it pumped. I'll stay out, probably to regret it later.

Lamden (TAU): if I had one TAU for whenever I expected mainnet on this one, I'd be retired by now. Maybe this time is it. Like taking home a bit of sand from the ocean (which is illegal by now), I have to have a souvenir bag of this one to always remember the good times.

AMPL: who remembers AMPL? I want some at 60c, 100M mcap, as it's the most pristine ponzi of this season. Will sell it a few minutes before Brian Armstrong dumps his bag on the Coinbase normies. That's the plan at least.

Tellor (TRB), it's Link that you could buy at 5M mcap only two months ago. You can also buy it now that it went 10x and stunt on me when I hate myself even more for not buying after it went 100x. Just don't look too closely at the fundamentals, will ya?

$GEAR: some kind of DeFi aggregator. Claims to have been here since 2017, but all the available channels started in July 2020. So I guess the dev was born in 2017. The Uniswap flipping crew will have an absolute field day with this one.

$KLP: PoW side project of one of the Polkadot devs. KLP, VEO, NYZO & Co. form a virtuous circle on Qtrade. It is a sacred exercise to buy into at least one 3 digit pump on there. Better make your contribution sooner than later.

KMD, DCR: people always believe that this kind of coin never comes back. Then, inevitably, they do. Time to start rolling up those bottom buying sleeves.

Reeee, that was only like two day's worth of shilling on my feed. I'll never be able to catch up.

$NXM (Nexus Mutual): Ethereum based insurance protocol. Direly needed, and a very solid project. I yoloed some for a 2x earlier, but want to study the unique token economics a bit better before maybe buying a bit more seriously.

$XAMP & $TOB This dev has an edgy style. Old timey cyberpunk shitcoin vibes on a modern platform. Go follow him and have fun playing with the stuff he builds. I have no time for that, unfortunately.

$STAKE. A stablecoin project with a twist. @personalshiva has been desperately shilling this one for months. Now he should be up way, way more than 10x. Well deserved. I'm not part of the in-group, unfortunately.

Ultra ($UOS), a gaming distribution platform. @Chewbbakah made me aware of this one. I've been burnt too often by this idea in the past, but I'm still convinced that one day, one of those is going to replace crufty old Steam. Will watch for actual success of the platform.

$DIA An oracle-like data service. Looks like this could be useful, and has the current narratives on its side. Actual platform description and use of token feel a bit made up for fundraising purposes though. Would want to see more success before I believe the "next LINK" story.

$MTA. This stablecoin/lending/swapping project had a bit of a rough start. It has a serious air and is worth a closer look though, will spend more time on this one later. PA is one of many examples of how being early in a new token can be boon or bane.

TRND: some kind of market magic thingy based on Ethereum. I'll very gladly leave this one to the Uniswap degens. One of the many recent projects that give me 2016 Bitcointalk dirt digging vibes - but muh DeFi (he cried in poor)!

DFOhub ($BUIDL). This project makes a number of super cool promises around DAO innovation on Ethereum. Marketing straight outta 4chan. I'll be watching whether anything real comes from this.

Didn't lose all your money on $TUBE back in the days? Fine, now you can lose the rest on $REL. I do sometimes dream of a truly unstoppable media app, and I know that these tokens sometimes pump, but I also know that ultimately, the idea won't work.

The explanation of why $KTON exists and what use it has is so hilariously convoluted that I had to immediately buy some when I first discovered it. Also muh Polkadot, DeFi, multichain, you name it.

Sometimes, time truly is money in crypto. Instead of spending time trying to understand something, just buy it, and after some time, you'll understand. https://medium.com/@DarwiniaNetwork/darwinia-commitment-token-kton-861e2df1b4cb

Probably won't be able to do any more today. Got through about one week's worth of CT shilling.

So, the one named after a god with a hammer. I will unironically block you if you tag the name below because I don't want to get anonsplained again. Grossly simplified: an universalized cross-chain Uniswap built on Tendermint.

IDK why this one leaves me so conflicted. It has all the right promises, a solid architecture, team is progressing fast, it's even already audited. But then it launches on Binance chain of all chains, has a pseudo-anon team but obvious VC (and potentially Binance?) involvement.

There's an enormous amount of coordinated shilling and price talk by the team, claims of eating all the other chains (even backed by an "audit", or at least by screenshots taken from an audit). The coordinated corporate edginess reminds me a bit of XRP back in the days.

Luckily, there's a supply shock event incoming in the next months. So to finally reach a decision on this one, I'll check it out again after that happened. This will tell us a thing or two about the convictions of the true in-group.

Important to mention the other project with a god mascot here. I am (was?) a huge fan of this one and made a note to finally check out whether their recent pivot to DeFi is just an attention grab or something bearing true promise. The potential is there.

$RARI: NFT marketplace coin. There are other, more established NFT marketplaces already. While I like the theme, I'm always wary of tokens with a short price- and project history. Current mcap is low, and there are many ways to "mine". So that could be a way for some.

BAL, CRV, YFI, COMP, ...: a basket of those governance tokens will eventually become a legit bet on a continuation of the Ethereum DeFi hype. Studying their individual merits (and emission!) is beyond the scope of this quick and dirty review thread.

Based on past experience, I have a pretty simple minded approach to looking at market buys for those: if the people "mining" them make 100 or even 1000% yearly return, they're probably not yet a good buy. Don't buy some whale's 10x.

Handshake ($HNS), a DNS replacement project with Bitcoin roots. We'll need one of those to work eventually. Could be HNS, or one of the others. Market buying the token is a bet against very high inflation. Here, again, I'd suggest to find other ways to get involved.

Acala (ACA): this is Kava on Polkadot (while Kava is Maker on Cosmos). I definitely want some of those at a fair valuation because it sits right inside my bet on multichain and DeFi continuing to be hype for some time.

Important to mention $DOT here, the token is supposed to become liquid today (I believe). Be very aware of the fact that it will be "redominated" roughly on August 21st, meaning the supply will increase 100x. If you don't pay very close attention, ...

... and the exchange doesn't protect you, this can make you end up with a 99% loss on those orders you thought were cleverly placed. I sure hope that the trend of "redenominating" won't become a bigger thing this season, it's gross.

$VIDT: Factom 2.0, data certification on chain. This was one of the more obvious FA 15x you could make this season. Not a parabola that I'd buy, but a serious project with some fledgeling use.

Swipe ($SXP): this season's Metal ($MTL). I hope this makes my standpoint clear. Props to the people who create generational wealth for themselves with such simple recipes.