A Unique Opportunity

A potentially ultra profitable 15–20X “circumstantial” Altcoin opportunity.

Things are slowly warming up again, and the market sentiment seems to be undergoing a fundamental shift. The weak hands are long since back to crying in their romantic comedy novels while drinking virgin Daquiris. The diamond hands are through the toughest part of the accumulation doldrums and are beginning to see a big tremendous light (in Trump voice) at the end of the tunnel.

The opportunity that has presented itself is one born of a confluence of circumstances, and one that may very well present a solid 15–20X Altcoin winner with no locks, a solid A+ team, and a project with a plethora of meaningful announcements in the pipeline.

The Project:

XBorg is a gaming infrastructure project, with a mandate of integrating esports and Web3 via their identity protocol layer. They have revenue generating partnerships with esports juggernauts Team Liquid and Ninjas in Pyjamas, for which they have developed branded apps. They also reportedly have nearly a score more Tier 1 teams with signed agreements in place.

Over the past two years, XBorg sold out their genesis Prometheus NFT collection, raised $2M in Seed funding at roughly $0.05 per $XBG and raised over $5M in their presale round at roughly $0.105 per $XPG net of discounts. They opted to raise strictly from the community and certain strategic KOL’s, without an ounce of VC investment.

Pros:

• Real revenue generating partnerships with Tier 1 Esports teams
• Launchpad access could yield very solid returns as the bull run progresses.
• Solid team, advisors and KOLs
• V 1.5 of the Launchpad has some great value-adds
• Prometheus V2 has some incredible planned improvements and added benefits.
• Big partnership announcements in the pipeline. Delivery will be key.

Cons:

• Significant delays and missed deadlines
• Latest App version will be the third iteration, still needs a lot of work.
• Launchpad has had mixed results to date.
• Mixed marketing effort results. Solid pre-sale interest generated, but poor community growth. Token should improve this markedly
• Low organic utility demand for the Prometheus NFT (and $XBG when listed)

The Opportunity:

This unique opportunity arises from the recent course change brought on by the vulture-esque and extortionary tactics displayed by the CEX’s in pursuit of exchange listings. Centralized exchanges are strangely seen as instrumental to the successful launches of crypto projects. The reality is that they control every aspect of your token launch, charge astronomical fees, enforce market makers on your project (worst of all the vultures), and generally sink most projects before they get off the ground.

In the past week, XBorg raised a vote with the community in regards to whether to pursue a Centralized Exchange (CEX) listing, or a Decentralized exchange (DEX) listing in lieu of the above. The community voted overwhelmingly in favour of the DEX route, and as a result the project will likely save as much as $2M in listing, market maker and “finders” fees.

This is an extremely positive development for the project mid and long term, and an excellent (if difficult) decision by the team. The caveat here, and the central reason this opportunity may be VERY lucrative, is that all tokens sold in the pre-sale and seed sale will now also have 100% unlocks at token generation event (TGE). If you are familiar with token launches, you likely already know exactly what this often entails … a short lived sharp sell off at listing, and an opportunity for those with spare cash to pick up tokens way below market value.

Here are the pertinent facts: (all numbers approximate)

• Total max $XBG tokens = 1B
• Total tokens from Pre-sale = 50M (100% unlocked)
• Total tokens from Seed Sale = 40M (100% unlocked)
• FDV at token launch $150M ($0.15/ $XBG)
• Total $XBG circulating at TGE including Liquidity, Seed, Presale and minor airdrop unlocks will be roughly 15% (150M $XBG)
• All other tokens are team, treasury & rewards, dev & ecosystem, etc … earliest unlocks are 6 months from TGE, and the majority are 1 year +.
• The 100% unlocks mean short term pain for long term gain. There will be negligible unlocks for the majority of the bull run, and any positive news and progress will send $XBG on a moon mission.

The TLDR here is that there were quite a few vocal dissenters to the course change from a CEX to a DEX, and many of those may impatiently look to exit their pre-sale positions at token launch. Combined with the full 100% unlocks, the sell pressure may cause a sharp short-lived sell off. It is my expectation that $XBG sells off below the pre-sale price of $0.106, and that it would be an excellent buy between the seed and pre-sale prices ($0.05 — $0.106), ideally in the $0.07-$0.08 range. The tokenomics are presenting what may be an excellent opportunity for those with the stomach for higher risk, but the ultimate outcome will still depend on XBorg’s ability to deliver on their lofty promises.

The expected TGE date is Aug 15th, and anyone looking to really take advantage should be ready to buy in pieces in the first couple days after launch. Once the price stabilize in the first week or two, the lack of unlocks for the remainder of the bull run and the more solid holder base resulting from the 100% unlocks should provide a setup for explosive price action.

Conclusion:

Firstly, take everything I say with a grain of salt … I am a investor in the $XBG seed sale, own their Prometheus NFTs and am an investment analyst/advisor for the project. That said, the investment thesis is sound, if a tad on the speculative end of the spectrum.

XBorg is a solid project with all kinds of high risk, high reward potential. Unsurprisingly, as an early stage crypto startup, it has had its share of hiccups and delays. The coming TGE and tokenomics adjustments may present an excellent buying opportunity for those with a 6–12 month investment horizon. Ultimately, the success and return on the investment will depend heavily of XBorg’s ability to deliver, to communicate their progress effectively, and build excitement and hype around their potentially revolutionary tech stack.

Suffice to say, the 100% token unlocks are the best means of stabilizing your holder base and setting the stage for a parabolic price move. Lettuce hands leave early, diamond hands double down, and the dreaded overhang from token unlocks is deleted entirely.

Good luck out there, and see you on the next one!

Sovereign Crypto (aka RickyBobby)

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Disclosures:

• I own or am accumulating the above mentioned tokens/investments.
• Not financial advice.
• I rebalance my portfolio occasionally and the above may change from time to time.