What will it take for ICM tokens to 10–20x? Right now is the calm before the storm. In the next 4–12 weeks, I wouldn’t be surprised to see: $DUPE at $100M+ $LAUNCHCOIN back to $500M+ $KLED at $100M+ $DTR pushing $50M+ If BTC breaks ATH and gets closer toward $120–140K, SOL likely tags $200+. Once things stabilize there, attention will drift down the risk curve. Some will chase memecoins. But much like the AI coin wave (Ai16z, Zerebro, Goat), I believe the next altcoin narrative is ICM tokens—coins tied to real products and real founders. People want to speculate on startups. ICM is the best vehicle for that. We’ve already seen 200+ “startup” tokens launch and as @pasternak keeps onboarding high-quality web2 builders to @believeapp, the quality of ICM tokens will keep rising. So who wins? 1. Founders who own mindshare. Examples: @avipat_ , @ghoshal, @nick_nechanicky, @AlexFinnX . These guys tweet constantly and convert attention into people buying their coins. 2. Revenue and usage. $DUPE has 1M+ MAUs and millions in revenue. That’s why it’s #2. $KLED has no revenue yet, but the market believes the Kled company will make a lot of money. 3. Total Addressable Markets. The market sees $KLED as a bet on a Scale AI competitor. $DUPE is e-commerce flows. Both are massive TAM. Narrative matters. 4. Traders that do the research. ICM tokens give the trenches a more fun—and more skill-based game. With memecoins, you can’t evaluate fundamentals. There’s no real alpha in doing research beyond tracking which KOLs are involved. But with ICM tokens, you can analyze market dynamics within each industry and uncover real edge. If you think @useKled can truly compete in the AI data space—and you work in that industry or deeply understand it—you have an advantage most traders don’t. That kind of meaningful edge has been missing in memecoin trading. It’s finally back with ICM tokens. To boost your edge, follow me. I'm doing research on this new meta everyday and publish insights for free.
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