How to Spot Quality in the Flood of Internet Capital Markets Tokens

The Internet Capital Markets (ICM) tokens have flooded the market recently. Businesses and builders have launched round 12,000 app tokens in the previous three days, leaving buyers scrambling to sustain. Amid this surge, an skilled has argued that these tokens characterize Attention Capital Markets (ACM) and never Internet Capital Markets. 

He additionally outlined methods for capitalizing on the meta’s potential and highlighting its long-term alternatives. 

How to Assess Internet Capital Markets Tokens: Expert  Shares 6 Factors

Yash Agarwal, co-founder of SendAI, shared his detailed evaluation on X (previously Twitter). He defined that the Internet Capital Markets indicate actual possession of fairness by means of tokens on the blockchain. 

Nonetheless, the present app token launches on Solana (SOL) through the Believe app represents consideration slightly than fairness.

“No equity value — apps don’t have direct token integrations, and token holders don’t have claim to any revenue. it’s an attention token — and that’s fine!,” he wrote.

This readability is helpful for consumers trying to navigate the area. They can consider the potential of an app and its token by contemplating how a lot consideration it’s probably to get.

“Attention = volumes = revenues [they’re inherently incentivized to chase frothy narratives (like ai agents) to drive speculation],” Agarwal added.

He outlined a rigorous analysis framework. Key components to think about embody:

Virality: It’s essential to consider whether or not the app has options designed to foster progress. These embody social sharing choices or rewards that encourage person engagement.

Commitment of founders: Agarwal emphasised that buyers ought to assess if the founder is totally dedicated to the undertaking or whether it is merely a aspect undertaking with restricted focus.

Feedback and iteration: A profitable app ought to present proof that the founders constantly enhance it primarily based on person suggestions, slightly than merely launching it and focusing solely on selling the token.

Crypto integration: It’s essential to decide whether or not the app makes use of blockchain know-how or is just capitalizing on the crypto pattern with out providing actual crypto performance.

Longevity: Investors ought to search for options inside the app that assist guarantee long-term person retention. This is vital for sustained progress.

Launch standing: Lastly, Agarwal advocated checking whether or not the app is already out there or nonetheless in the pre-launch section. He careworn that the majority launches have a tendency not to go effectively, as the hype and expectations have a tendency to surpass the precise outcomes.

In addition, DeFi Mars, an on-chain analyst, urged the ICM group to give attention to significant tasks and powerful groups.

“Leave the copy-paste coins behind because in the new era of Internet Capital Markets, only quality survives!!” the analyst wrote.

Mars careworn that the ease of token creation on the Believe app was not meant to gasoline the meme coin craze. Instead, it was designed as half of a broader imaginative and prescient for Internet Capital Markets.

“These aren’t just memes—they’re building something and the market is rewarding that,” he famous.

Another analyst, Miya, additionally warned that the Believe app—initially designed to exchange conventional enterprise capital by enabling token-backed startup funding—is being misused. The core concept of the Believe app is to construct “network spirituality,” encouraging customers to promote startups, develop person bases, and thereby improve token worth.

However, in apply, the platform has as an alternative grow to be a breeding floor for meme cash. This pattern, Miya notes, dilutes liquidity and undermines the Believe app’s mission.

“I think we need to get to a point where Solana (or Believe) breaks free from all the low-quality slop meme coin trading and enters into a new stage, back to utility projects,” Miya acknowledged.

The Future of Internet Capital Markets 

Meanwhile, in addition to the analysis components, Agarwal additionally predicted a number of upcoming developments in this sector. Importantly, he forecasted on-chain fairness turning into a actuality. 

In this case, proudly owning tokens would straight equate to proudly owning fairness in the app at launch. This could be a real kind of ICM.

“AI. It’ll accelerate this meta a lot –– it’s a huge tailwind and timing couldn’t have been better,” he claimed.

Agarwal additionally stated that launchpads will stay open and permissionless. Nevertheless, specialised frontends will emerge to filter high quality tasks, with tiers forming primarily based on person adoption and curation.

He added that there’s a rising alternative for analysis companies and newsletters centered on liquid tokens. These organizations can present unbiased, high-quality analysis comparable to fairness markets. Moreover, they’ll difficulty rankings for tokens, thus guiding retail buyers.

While Agarwal’s predictions about Internet Capital Markets might materialize, solely time will inform whether or not this narrative will proceed to achieve traction or finally fade as the market matures.