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  • 摘要@tradeguru
    tradeguru 称 Elysium 目前的热度主要来自 extractors,并指出 Elysium 没有官方代币或积分,整条链的价值流向 $KNTQ。Elysium 是 Kinetiq 为 Hyperliquid 打造的 L2,使用 $HYPE 作为 gas,结算到 HyperCore 旁的 HyperEVM,主网日期定为 11 月 9 日。其后续帖列出找到的众多 Elysium 启动板:有自有代币的(Montra、@TheKleos_、@Boxa_Elysium 等)和暂无代币的(AscendLaunch、@Bunnypadfun 等)
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    1. 1.
      Tradeguru 🧠@tradeguru
      let's talk about launchpad infiltration in this space. the only reason @Enter_Elysium is getting traction right now is cause of extractors. funny part? there is no official Elysium token or points. the entire chain's value goes to $KNTQ. so what is everyone farming and who stands to profit the most from this madness? ________ quick context. Elysium is @Kinetiq_xyz's L2 for Hyperliquid. it uses $HYPE as gas, and settles to HyperEVM right next to the HyperCore. on Oct 19 they dropped the mainnet date for Nov 9, which is today. all the maps I've bookmarked however, showed launchpads at about 5 to 10. but they are waaay more than that. the official Elysium ecosystem page alone tags 20+ projects as launchpads. add the CT mega lists and you have ~49 launch platforms with an X account, even before mainnet even opened. you know the part that got me? it's the timing. i went through every account creation date i could find: > 26 out of 49 (53%) were created on or after Oct 19, the day the mainnet date dropped > 8 of them in that exact week, one (@cloakonelysium) literally that same day > 12 more the week after, 7 of them on ONE day (Oct 29), the day after @Pumpfun said it was coming to Elysium > 6 in the final week, with even one of them created yesterday it has been a 3 week land rush where half the launchpads on this chain were born. pre-mainnet, the chain was already in soft launch and the pads were printing tokens like crazy. one tracker counted 15k+ new tokens in a single day (snapshot taken Nov 6) and 30k+ launches across all launchpads, with only 3 tokens above $1M mcap. 3 out of 30k? hold that thought. are all of them grifters tho? certainly not. but most of them are, and most of them will die like they did on Arc, MegaETH, Robinhood, and pretty much every new chain that would still launch. okay, here's fcats from DefiLlama: Arc (mainnet Sep 16) - they had 34 launchpads - 26 of them made under $1K in fees over the last 30 days. 21 made under $100 - the biggest one, @arguspad, did $2.33M in fees on launch day. Now it does about $3K to $4K a day - Arc's DEX volume peaked at $133.6M on Sep 17. now it's around $15M to $20M a day MegaETH (mainnet Feb, $MEGA TGE Apr 30) - dex volume peaked at $137.6M on Apr 30, TGE day. now about $0.5M to $0.7M a day - @kumbaya_xyz, the main DEX that also shipped a launchpad pre-mainnet, did $125M on Apr 30. now about $0.4M to $0.6M a day Monad - 8 launchpads tracked. 7 made under $100 in fees in the last 30 days - even @naddotfun did $1.63M in fees all-time vs $23K in the last 30 days Plasma - @DYORSWAPDEX's launchpad did $381K in fees all-time. last 30 days: $0 Robinhood Chain (the one everyone wants Elysium to be) - 79 launchpads tracked. 54 made under $1K in the last 30 days, 49 under $100 - but @ponsdotfamily (Pons V2) did $10.04M in fees in the last 30 days alone. That's 87% of every launchpad fee on the chain so let me probably correct myself. they don't ALL die. maybe one or two pads per chain eat everything (like Pons and Argus) and the other 50+ go to zero. that's the real pattern i see. another pattern i've seen is that some of these pads are literally the same pads on a new chain: .@Zyoradotfun was on Arc , now its bio says "live on Elysium", same as @akadotfun and @sasapadfun, who made $178 and $46 respectively in fees over 30 days. now they're on Elysium .@RebateLaunch literally wrote "same pad, new ground" let's now discuss the effects of lauchpad infilteration on chains. 1. attention fragmentation pre-mainnet, about 134K HYPE ($10.4M) was sitting in the Elysium bridge. now split that across 49 launchpads, their own tokens, their own pools, and 15K new coins a day. you figure every pool ends up thinner. the same meme gets launched on 3 pads at once. @AscendLaunch's co-founder had to address people waking up to copies of their coin trading on Ascend. bottom line: attention splits, liquidity splits, and nobody gets depth. great for HYPE and KNTQ holders but not so great for the guy holding the 14,000th Elysium cat coin. 2. most of these launchpads are design copiers, not much new tech. 3. liquidity extraction - at least 13 launchpads already had their own token before mainnet: $KLEOS, $BOXA, $ELYSP, $RONS, $VOLTA, $AGORA, $ELYXA, $STOCKIUM, $ELEOS, $ELYSIUM, $ELYSIAN, $OBOL, $QUOTED - one of them is literally called $ELYSIUM (by @launchonelysium). - presales everywhere - the biggest pad pre-mainnet, @MontraXYZ, got hit with a bundling callout: 69 wallets held over half of $CHAMELEON and $EACCAT at peak and sold ~$415K into buyers. 4. some are here for grants, just in case there's some for builders. - 25% of Elysium sequencer fees go to apps that consume the blockspace and a launchpad pumping out 15K tokens a day is the fastest way to "consume blockspace" however, these are the credible ones people swear by: - @AscendLaunch: no own token, 80% of fees to KNTQ buybacks, Cantina audit on its staking contracts. @ika_xbt called it the #1 launchpad of elysium". downside is it went live during private testing and caught heat for copies of other communities' coins - @MontraXYZ: ~73% of all launchpad volume pre-mainnet, Uniswap v4, self-funded team, $MONTRA with 25% airdrop. @tradesgiving puts it at top tier. downside is it's anon team - @VoltaFamily and @quoted_xyz - @TheKleos_ and @Boxa_Elysium: early traction picks from people like @0xweekend59 and @thefinopps sadly, that runner you're looking for might not be on Elysium and I'm afraid this chain might be promising but launchpads have become places where chain volumes go to die. this might also kill @GIWA_by_Upbit too. they have about 28 and counting. anyways, what's your take?
    2. 2.
      Tradeguru 🧠@tradeguru
      here's all the launchpads i found: - Elysium native with own token: Montra, @TheKleos_, @Boxa_Elysium, @ElysiumPump, @ronspadfun, VoltaFamily, @agora_elysium, @elyxa_trade, @Stockium, @eleosfun, @launchonelysium, @Elysianpad, @obolworld, @quoted_xyz, @navodotfamily, @Dividotfun, @CorePad_hl - Elysium native, no token (yet): AscendLaunch, @Bunnypadfun, @citadeldotxyz, @kilnpad, @Neuriio, @oxleydotfun, @StonksPadsh, @perpmefun, @TorusFi, @Valhalla_Launch, @asphodellaunch, @apogeeID, @arkhampad, @launchzephyr, @elixirpad, @UseAlixir, @elysiumladder, @elysiumdotfun, @JoinElypad, @tryelypad, @cloakonelysium (private launches), @HyperLogicFun, @windupdotfun (perps launchpad), @kalosfun (NFTs) - multichain launchpads: Pumpfun, RebateLaunch, @launchonstoa, Sasapadfun, Zyoradotfun, Akadotfun, @ChainzyLabs, @SignalFam

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