SecondLane OTC - Announcements

Selling: Asset: SEI Total size: 2.5m locked tokens Minimum size: $250k Pricing: Discount from spot Notes: Direct re-assignment, staked tokens earn yield Any questions: DM @otcnick

Selling: Asset: SpaceX Total size: $15m+ Minimum size: $1m Details: Direct to cap table SPV Any questions: DM @otcnick

Selling: Asset: Panoptic Total size: $2m+ Minimum size: $1m Notes: Equity + token warrant Any questions: DM @otcnick

Selling: Asset: Animoca Tranche: $4m+ Minimum size: $1m Price: $0.85 per share Any questions: DM @otcnick

Selling: Asset: Manta Network Total size: $1m+ Minimum size: $500k Pricing: $800m FDV Any questions: DM @otcnick

Selling: Asset: Nation state aligned (G7) Bitcoin miner Total size: $4m+ Minimum size: $2m Notes: SPV Any questions: DM @otcnick

Selling: Asset: ALEO Total size: $5m+ Minimum size: $500k Pricing: $2.5B Any questions: DM @otcnick

The December report is live. Key takeaways on Web3 secondary market in December 2023 by SecondLane - All time record of offers amounting to $680M USD - +57% increase in amount of offers to Nov ⁃ Largest discounts to last funding round were offered for projects in: DID, NFT, wallets, CeFi, Social, L2 and Blockchain services ⁃ Largest premiums came with L1s, Staking, GameFi, and Blockchain analytics ⁃ Largest premiums came for Round A deals (67%); Pre-Seed rounds came with discounts or at par ⁃ top projects: FTX claims, LayerZero, EigenLayer, Aleo, Monad, Celestia, Nil Foundation, Spacemesh, Berachain, Blockdaemon, Stability.ai, Worldcoin - median spread on minimum amount of Buy/Sell IOIs of the same projects in December dropped to 0% vs cumulative 8 months median of 50% - Median Buy ask dropped to $200k in Dec from $1.5M in November compared to $4.1M avg Sell Offer ($1.5M median Sell offer) - 62% SAFT and 38% equity deals - 90% (Pre-)Seed, 10% Rounds A-D - 5 industries dominate the Web3 secondary market with 64% of offers on L1, L2, DeFi, blockchain services and infrastructure ⁃ Average deal maturity: 1.6 months on Buy requests and 2.2 months on Sell offers until expiration or transaction Subscribe for insights: Twitter | Telegram | YouTube

Selling: Asset: Arbitrum Total size $3m+ Minimum size: $2m Pricing: Discount from spot Any questions: DM @otcnick

Buying: Asset: FTX Claims Total size: No size caps Minimum size: $200k Special notes: Updated higher pricing. Pricing is based on size of the claim(s). Any questions: DM @otcnick

Selling: Asset: SpaceX Total size: $15m+ Minimum size: $1m Details: Direct to cap table SPV Any questions: DM @otcnick

Selling: Asset: Selling Picasso (PICA) Total size: $2m+ Minimum size: $250k Pricing: Discount to spot Any questions: DM @otcnick