cryptoHowe

『3.25 Alpha New Token Research — $PRL』

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$PRL @PerleLabs @PerleFDN

CA(BSC)：0xd20fB09A49a8e75Fef536A2dBc68222900287BAc
CA(Sol)：PERLEQKUNUp1dgFZ8EvyXHdN9d6ZQqfGxALDvfs6pDs

alpha 18:00 opens, has been listed on CB, airdrop claim time 19:00

Initial total supply of tokens is 1B, initial circulation is 17.5% (circulation data source CMC)

10% ecosystem, 7.5% community (Alpha 1%, airdrop witch is very serious)

The fundamentals are an AI data training protocol

European and American team, the core team does not have much Crypto background. The background is very average

The two rounds of financing totaled 17.5 million USD, 1st round 8.5 million USD, 2nd round 9 million USD. The average financing valuation is 63 million FDV, corresponding price is 0.063

The opening pool price is 0.075, the main transaction price before the market is around 0.1, trading volume generally refers to a lower value

Gameplay: It should be a platform shell project, European and American team without much Crypto background, yet it has secured substantial financing from Chinese VCs, which is not in line with normal logic. However, since it can be listed on CB, the overall project is still acceptable

Given the current situation, the opening price and selling pressure are controllable, wait for the airdrop and observe for a while to see if there are signs of major players before considering entry

Focus on the average transaction price of VC, the valuations of the two rounds of financing, 8.5 million and 9 million, should not differ too much

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Still DYOR haha

#Alpha新币分析 #PerleLabs

『3.18 Alpha New Coin Research — $KAT 』

$KAT @katana @Katana_FDN

CA(ETH)：0x8F051Ca72a3440d83B18E71C3E59676203aB8f91
CA(Base)：0xD5390300c5DB71F80d46f0fA9983Fc72D4d1e3da
CA(KAT)：0x7f1f4b4b29f5058fa32cc7a97141b8d7e5abdc2d

alpha 19:00 opens, pre-contracts and CB are online, BN spot at 21:00, airdrop collection time unknown

Initial total token supply 10B, initial circulation 23.42% (circulation data from CMC)

0.7% Pre-deposit user rewards, 9.3% TVL commitment rewards, 1.4% POL traditional staking airdrop (first batch), 6% ecosystem liquidity supply, 4.87% ecosystem pre-listing project reserve【This part was researched with Claude's help, and there is no detailed explanation of the unlocking part in the official tokenomics article】

The fundamentals are a DeFi public chain

Team information unknown, looks like an overseas team on LinkedIn, but there is no information about the Founder. Background is quite average

No financing, this project is jointly incubated by Polygon and GSR Ventures

Couldn't find the pool price, the pre-contract minimum point is around 0.011, the main transaction price in the pre-market is around 0.015, trading volume generally refers to lower value

Gameplay: To be honest, I don't understand how this project can get close to a grand slam, I personally think this cannot be a long-term project. The expectations are low but there are certain difficulties, after all, BN spot is already launched, most likely there are some relationships involved

Looking at the current situation, the project side is controlling the valuation to be no less than 100 million FDV, after the opening pressure ends, as long as there is no unknown dumping force, it can be played in segments

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Still DYOR ha

#Alpha新币分析 #Katana

The Principles of Participation in Primary Projects

I didn't expect to fall into a pit in the primary project after all. Recently, I've also reviewed my past participation in primary presales.

Remember the following principles, and you will definitely avoid many pitfalls👇🏻

1️⃣ Don't rush in just because the terms seem cheap

"Cheap goods aren't good, and good goods aren't cheap." A project with expectation management certainly won't be willing to finance at a price below the market average valuation (except for a very limited number of insider rounds).

If a project is attracting users/investors based on low prices, it indirectly indicates that the project team has nothing else to showcase.

2️⃣ Avoid projects and presales with no information (no team info / no financing / no background)

This is akin to buying a power strip online: are you buying low-end, cheap, no-name products from PDD, or are you buying certified products from the official flagship store? The difference is the same.

A reasonable project presale should have some public information. If you can't find anything, it's no different from gambling. The presale platforms are even worse.

Even if you can find public information, make sure to conduct background checks to see if there are any related black histories. Remember this phrase: "Black history behavior results in zero and countless failures."

3️⃣ Don't engage with projects that are not currently popular narratives (Games, SocialFi, NFTs, etc.)

Every cycle will have its own bull and bear narratives. Popular narratives usually have good market attention and liquidity, making it much harder to achieve returns on the basis of a marginal narrative.

The pit I fell into on Genome was ignoring this aspect and thinking the terms were decent😐

4️⃣ Avoid IDO/ICO platforms that have performed poorly in the past (the classic example is Kaito Launchpad)

If you have the energy, you can organize the historical performance of common launchpads, including but not limited to BuidlPad, Echo, Legion, MetaDAO, Coinlist, Kaito Launchpad.

You will definitely discover a pattern: "The strong get stronger." The essential reason is that well-performing presale platforms have unique advantages in resources, connections, and influence, and have room for negotiation with the project team.

From this, we can also infer that which presale platform a specific project is on indicates its starting line situation and project quality to some extent.

Projects that can get on BuidlPad will definitely not go for Coinlist or Kaito Launchpad; the difference in credibility and participation liquidity between the two is enormous.

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Additionally, I should mention that participating in primary presales doesn't have as many barriers as everyone imagines.

To play well, it's a competition of information channels, information quality, background checking abilities, and the ability to integrate and judge information.

"Information disparity" is the most important influencing factor in primary presales, and there is nothing else.

Just opened a chat room, welcome everyone to join!

The entrance is in the introduction section of my homepage, you can ask me about topics including but not limited to projects/level 1/level 2

『3.5 Alpha New Coin Research — $OPN 』

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$OPN @opinionlabsxyz

CA(BSC)：0x7977BF3e7e0c954D12cdcA3E013ADAf57E0B06E0

alpha 19:00 opens, pre-market contracts have been launched, the airdrop collection time is not mentioned

Initial total supply of tokens is 1B, initial circulation is 19.85%

5.65% ecosystem, 1% foundation, 7.7% marketing, 2% liquidity and MM, 3.5% airdrop

The fundamentals are the leading prediction market on BSC

Chinese team, the team's background is standard, with not much information. However, it is said that the founder's wife is in a high position

In the second round of financing, they raised 25 million USD, with investment institutions including Hack VC, Jump Crypto, Yzi Labs, Amber, echo, etc., and a separate investment from Yzi Labs that has not disclosed specific information (but it should be an incubation, with not much investment), overall financing background is good

If based on a total financing of 25 million, the average financing cost valuation of VC is just over 100 million, corresponding to a 23% token share. At the same time, a KOL disclosed KOL round information, 100M FDV unlocks 40%, such terms are basically risk-free, pure financial returns

Currently, the pool price is 0.4, corresponding to 400 million FDV (normal high price), the lowest point of the pre-market contract is around 0.45, and the main transaction price in the pre-market is around 0.5, with transaction volume generally reflecting lower value

Play style: just treat it as a narrative project to speculate, it cannot be a long-term project. Overall team background is average but financing background is very good, with a high probability of a grand slam

External chips have given a lot to BN (doing Booster activities, providing Launchpad mining, and also listing on Alpha), currently the airdrop seems to be a full-scale anti-rollback

If everything is not achieved before the opening, there is still room for speculation. However, I think a reasonable price should be at 0.2+. Any higher price is only suitable for short-term trading, and definitely don't think too big

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Still DYOR, ha

#Alpha新币分析 #Opinion

『3.4 Alpha New Coin Research — $BSB』

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$BSB @BlockSt_HQ

CA(BSC)：0x595deaad1eb5476ff1e649fdb7efc36f1e4679cc

alpha 18:00 market open, airdrop claim time not specified (registration ends at 18:00)

Initial total supply 1B, initial circulation 20.775%

3.125% community and user incentives, 2% ecological partners, 10.65% exchanges and marketing, 5% liquidity

The fundamentals are a liquidity protocol

Chinese team, the team background is average, with no particularly outstanding experiences, relatively little Crypto experience

Round 1 financing raised 11.5 million USD, investors include Hack VC, Generative Ventures, DWF (essentially all Chinese capital). Average financing cost is 73.2484 million FDV, corresponding price is 0.07324. There is also a round of strategic investment with a 3% share that has not been disclosed

Current pool price is 0.075 (normal price), pre-market main transaction price is around 0.1, trading volume generally refers to a lower value

Gameplay: Based on the current information, treat it as a narrative project to trade. The overall team and financing background are average, contract expectations are moderate, and I think there are difficulties with Korean exchanges and CB (basically purely relying on Hack VC's relationship)

Currently, there are very few circulating chips, and the airdrop is also not much. High control and normal opening price have worth speculating space, it can be traded purely for short-term waves

Still not a long-term project, especially since Hack VC invested, this point was emphasized by a certain big V today 😂

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Still DYOR ha

#Alpha新币分析 #BlockStreet

『2.6 Alpha New Token Research — $RNBW』

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$RNBW @rainbowdotme

CA(Base)：0xa53887f7e7c1bf5010b8627f1c1ba94fe7a5d6e0

alpha 1:00 opens, airdrop collection time not mentioned

Initial total supply 1B, initial circulation unknown (CMC information not yet released)

Tokenomics information unknown

Fundamentals are the Crypto wallet from the last cycle

Foreign team, not much Crypto experience, three co-founders: two with engineering backgrounds and one with a design background

In the second round of financing, they raised 19.5 million USD, the first round of 1.5 million financing has not disclosed specific information, first round financing 18 million, YC invested, other institutional backgrounds are average

Currently, there is no pool price. The average transaction price before the market was around 0.1, but the trading volume is too low to have much reference value

Gameplay: narrative level is average, the overall team and financing background are standard, they have already been listed on the CB roadmap, personally, I think there is a certain expectation for the contract and Korean market but not particularly high

The existing information is too scarce, making it difficult to judge. But it is clear that this type of old cycle wallet issuing a token now only indicates that they are not making money. According to Dune's dashboard, their total product revenue cannot repay the investment, so issuing tokens is more for accountability

https://dune.com/hashed_official/rainbow-wallet

Therefore, such projects are not suitable for long-term holding, and I personally do not recommend engaging with this under unknown tokenomics

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Still DYOR, ha

#Alpha新币分析 #Rainbow

『1.30 Alpha New Coin Research — $KIN』

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$KIN @Kindred_AI

CA(BSC/Sei)：0xcc1b8207853662c5cfabfb028806ec06ea1f6ac6

alpha 19:00 opens, the airdrop collection time wasn't mentioned

Initial total supply is 1B, initial circulation is 14.54% (circulation data sourced from CMC)

5% liquidity, 9.54% community growth (includes airdrop but specific ratio not mentioned)

Fundamentally an AI digital companion

Singapore team, overall background is quite average, with no remarkable experiences

There are investor shares, but specific information hasn't been disclosed

Current pool price is 0.03, corresponding to 30 million FDV and 4.362 million circulating market cap (normal price). The current pre-market price is around 0.07, but the trading volume is too low to have significant reference value

Gameplay: The narrative aspect is very ordinary, and the overall team and funding background are quite average. Personally, I feel there are no contractual expectations

The better points are that, first, the community airdrop does not specify a specific ratio, allowing for considerable operational space, and TGE selling pressure is relatively low (1% alpha corresponds to 300k selling pressure); second, the circulating market cap for the pool price is decent

I believe there is room for speculation (high control + low price open), but the choice is up to the project team themselves (think clearly about the purpose of the pump)

Cannot hold long, but can consider taking a small profit at the opening. If there is a large dump, it can only be the project team themselves selling off

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Still DYOR haha

#Alpha新币分析 #KindredLabs

『1.28 Alpha New Coin Research — $BIRB』

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$BIRB @moonbirds

CA(Sol)：G7vQWurMkMMm2dU3iZpXYFTHT9Biio4F4gZCrwFpKNwG

alpha 19:00 opening, the airdrop collection time was not mentioned (market feedback suggests the team designed some mechanisms for high control and locking, which is quite unpleasant)

Initial total supply of the token is 1B, initial circulation is 28.49% (circulation data from CMC)

No specific Tokenomics were provided, only that related NFT holders can only receive 1.0417%

The underlying asset is the native token of Moonbirds NFT

Foreign team, actually created by a team from a traditional brand design for this NFT

Funding has been secured but specific information has not been disclosed, the backing team has raised a total of 550w, 1kx, with investments from Yuga Labs and others. The funding background is fairly standard

Current pool price is 0.06, corresponding to 6000w FDV and 1709.4w circulating market value (normal price). The current pre-market price is around 0.167, but the trading volume is too low to be of much reference value

Gameplay: the narrative aspect is mediocre, the NFT token has already been disproven, the only reference point is the leading token $PENGU (which has both money and resources). Moonbird is relatively weaker, I think both the listing expectations and contract expectations are pretty average

There are not many points to speculate on, only high control. But how the project team wants to play is known only to them

If you want to make a choice between Zama and Birb, if you seek stability, choose Zama; if you want to speculate, choose Birb

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Still DYOR, ha

#Alpha新币分析 #Moonbirds

『1.23 Alpha New Coin Research — $SPACE 』

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$SPACE

CA(BSC/ETH)：0x87acfa3fd7a6e0d48677d070644d76905c2bdc00

alpha 18:00 Opening, airdrop collection time not mentioned

Initial total supply 21B, initial circulation 10.25% (circulation data from CMC)

11% total airdrop share (divided into two seasons, first season 5%, TGE unlock 25% which is 1.25%), 9% CEX and MM【Information source CMC】

Fundamentals are built on a blockchain network constructed by satellites

Foreign team, overall not much special Crypto background, CTO has military industry experience

Has financing but has not disclosed specific information

Current pool price 0.004, corresponding to 8400w FDV and 861w circulating market value (normal price)

Gameplay: Narrative level is average, but being able to achieve satellite level I think definitely has resource backing, and recently announced cooperation with WLFI. Expected contract I think is average

The better point is that, first, TGE selling pressure is relatively low (1% alpha + 1.25% airdrop corresponds to 189w selling pressure); second, choosing a low opening, there is less downward space

Let's see the dumping situation at the opening, I think this potential background + low opening has worth paying attention to space

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Still DYOR ha

#Alpha新币分析 #Spacecoin

『1.21 $GWEI New Currency Research』

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$GWEI

CA(BSC)：0x30117e4bc17d7b044194b76a38365c53b72f7d49

alpha 20:00 opens, airdrop collection time 21:00（‼️ The official said it will automatically stake for at least 30 days, and then you can choose to unbind or continue to stake）

Initial total supply of the token 10B, initial circulation 17.5% (circulation data source CMC)

Tokenomics is not written in detail. 8% foundation, 10% community (4 years linear release, this includes airdrop shares but is not within the 4 years linear release scope), 31% ecosystem (10 years linear release)

The fundamentals are an infrastructure protocol for Gas, transforming Ethereum's originally fluctuating and unpredictable 'Gas/block space' into a set that can be purchased in advance, can commit delivery, and allows dApps to hedge costs and provide user rebates.

Foreign team, the founder previously worked on a decentralized lending protocol (currently it seems the official Twitter has not been updated, but it has received investments from GSR, CMS Holdings, etc.)

In the first round of financing, 27% of token shares raised 12 million, corresponding to 44.44 million FDV, with investments from Polychain and Amber, the investment lineup is also decent.

Currently, the pool price is 0.01, corresponding to a 1 billion FDV and 17.5 million circulating market value (normal price). The current pre-market price is around 0.015, but the trading volume is too low to be of much reference value.

Gameplay: The narrative aspect is average, the overall team and financing background are quite standard, with the advantage of a relatively high financing amount. Personally, I feel the contract expectations are quite low.

The better points are, first, the airdrop is equivalent to indirect locking, with less selling pressure at TGE (1% alpha corresponds to 1 million selling pressure); second, the market heat during the recent period was not bad, attracting market attention.

Overall, I think the cost-performance ratio of the game is average, let's see how it performs after the opening, at least we need to see if there is market making.

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Still DYOR haha

#Alpha新币分析 #ETHGAS

『1.16 $ROLL New Coin Research』

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$ROLL @rollxfi

CA(Base)：0xab6363da0c80cef3ae105bd6241e30872355d021

alpha 18:00 market open, airdrop claim time 19:00, first batch airdrop unlock time 1.26 19:00

Total token supply 1B, initial circulation is 15.5%

4.5% airdrop, 6% CEX Listing, 1% future community incentives, 2% treasury, 2% ecological fund

The fundamentals are PerpDEX on Base

Team information is unknown, based on available information, it is a foreign team, but they likely hired a domestic agency for considerable promotion (mainly focused on Africa and Chinese-speaking regions)

No institutional financing has been conducted, nor any ICO/IDO

Currently, the pool price is 0.12, corresponding to a 1.2 billion FDV and 18.6 million circulating market value (normal price)

Gameplay: Overall fundamentals are very average, looking at the single-chain data, it ranks as a project that cannot get on the table in PerpDEX, overall data is significantly lacking. I personally believe there are no contractual expectations

Data from Dune shows the project's cumulative revenue is 2.77 million, currently, the airdrop selling pressure is 6.6 million (4.5% community airdrop + 1% alpha airdrop)

So the opening should see a decline for a while, unless this airdrop has created a lot of insider trading. I think the cost-performance ratio of the speculation is relatively low, and I currently plan to wait for a while to see the price performance before making further decisions

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Still DYOR, ha

#Alpha新币分析 #RollX

『1.14 $SIGHT New Coin Research』

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$SIGHT

CA(BSC): 0x107c9c954b19f69dec6ddeffff9a5745a05e86a3

Alpha 16:00 Launch

Total Token Supply: 1.6B (Information Source: BSC Scan)

No information available on circulation or Tokenomics (‼️Extremely no-information project, even no CMC listing submitted)

Fundamental: AI-driven MMORPG game, has good relations with Sei

Team information unknown; official Twitter lists Japan as location, but PR collaborations reveal a purely Chinese team

Funding information unknown

Current pool price: 0.0594, corresponding to 95.04M FDV (overpriced)

Gameplay: No-information project, overall fundamentals are poor, making reasonable valuation impossible. Personally, I see no contract expectations

The risk-reward ratio is extremely low, not recommended

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Still DYOR

#Alpha新币分析 #EmpireOfSight

『1.9 $DN New Coin Research』

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$DN

CA(ETH/Base/BSC): 0x9B6a1d4fa5d90E5f2D34130053978D14Cd301d58

Alpha at 16:00, airdrop claiming time not specified

Total token supply: 100 million, initial circulating supply: 22.5%

12% network emission + Grants, 1% treasury, 7.5% liquidity, 2% airdrop

Fundamentals are AI infrastructure, providing models, computing power, and data (‼️official Twitter claims it was built in three months, CEO's Twitter is clearly staged, all data is likely fabricated)

Team information is unknown; the only visible CEO appears to be a figurehead. I suspect the project is backed by Chinese-speaking individuals (though no direct evidence)

Three funding rounds were disclosed, only two publicly revealed: Seed round at $25M FDV, raised $2M (corresponding to 8% tokens); Strategic round at $75M FDV, raised $3M (corresponding to 4% tokens). The investors are generally unimpressive, though one is a Chinese-speaking firm (the one Yueya is in); the remaining first Private Round, I estimate a reasonable valuation of $10M FDV for $1M (known to give 1% tokens)

Current pool price: $0.8, corresponding to $80M FDV and $180M circulating market cap (normal price)

Gameplay: Fundamentals are weak overall, a purely three-month sprint alpha packaging project (or possibly a shell company), I personally believe there is no contract expectation

The risk-reward ratio is very poor: first, the cost of Seed and Private rounds was extremely low, and the opening price already offers several times the profit; second, risks are uncontrollable, no airdrop checker or official announcements, tokens are almost entirely held by the project team

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Still DYOR, folks

#Alpha新币分析 #DeepNodeAI

『1.6 $BREV SGD Research』

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$BREV

CA(BSC/ETH/Base): 0x086f405146ce90135750bbec9a063a8b20a8bffb

Alpha at 20:00, BN spot at 22:00, airdrop claiming time at 1.6 21:00

Token supply: 1B, initial circulating supply: 25%

14.5% for ecosystem development, 7.5% for community incentives, 3% for airdrop rewards (1.5% for holders, estimated 1% for alpha, and 0.5% reserved for future marketing activities, effectively depositing at least 3% of stakes into BN)

Fundamental: zkVM project, part of zk infrastructure

Chinese team, co-founder is former IOSG partner, previously worked on an interoperability protocol project (still has over $40M FDV)

First round: $80M valuation, raised $7.5M, led by Yzi and Polychain; additional investors include IOSG, Nomad Ventures (fund managed by BuidlPad founder), Bankless Ventures, Hashkey, GeekCartel (fund of He Yi's close friend Jia Yi). Strong investor lineup, with three institutions having connections to BN

Current pool price: 0.4, corresponding to $400M FDV and $100M market cap (normal price). Pre-market average trading price was around 0.45, but liquidity is too low to be meaningful

Strategy: Solid fundamentals, already passed BN spot and Coinbase listings. Be cautious of Korean exchange rumor-driven pump

Otherwise, shorting is the only option. Current pre-market FDV of over $400M is considered normal, but with 2.5% of supply unlocked at a $0.4 opening price, there's a $10M selling pressure, which is unsustainable under normal conditions (currently observing pre-market price trends; if it remains range-bound, no action will be taken. For now, consider placing a short order at the previous high to capture better value)

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Still DYOR

#Alpha新币分析 #Brevis

"1.5 $ESIM New Currency Research"

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$ESIM

CA(BSC): 0x7765A659C5b0cFBFD9fbc2Ef2298b75a598F2d2D

alpha 20:00 opens, the first batch of airdrop collection time is 1.5 (no specific time mentioned)

Total token supply is 1B, initial circulation is 13.45% (data source CMC)

No specific tokenomics mentioned (but from the airdrop's phased distribution, plus the complicated collection process, it is estimated that the circulation will not be much)

The fundamentals are a Depin project, providing bandwidth through mobile phones, and SIM cards providing global networks (comparable to Roam), also leveraging x402

Team information is unknown, but based on existing information, I feel there is a shadow of Chinese involvement (but no specific evidence found)

Round 1 financing raised 8 million, led by Outlier Ventures, with investments from DWF and Mask Network. Overall background is quite standard (aside from DWF, I also saw that the official Twitter followed a certain MM, whose market-making style is to only sell and not buy, for reference only)

Current pool price is 0.08, corresponding to 80 million FDV and 10.76 million circulating market value (normal price). The average pre-market transaction price is around 0.12, but the liquidity is too low for meaningful reference

Gameplay: Overall fundamentals are relatively average, the track has basically been disproven

I feel the cost-performance ratio of the game is relatively low, let's wait for the opening to see the situation, first see if it will confirm the market-making situation I observed (this point I cannot fully confirm now, for reference only)

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Still DYOR hah

#Alpha新币分析 #Depinsim

『12.30 $OOOO New Currency Research』

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$OOOO

CA(BSC)：0xf0a28bddac9d3045c95bf57df033e80685d881c0

alpha 16:00 opens, airdrop collection time 16:00

Total token supply 1B, initial circulation is 15.86% (circulation data source CMC)

No specific token unlocking details provided, related tokenomics can be viewed (based on this ratio, the airdrop should be very small, overall it is highly controlled)
https://docs.oooo.money/tokenomics

The fundamentals support a modular full-chain interoperability protocol for the Bitcoin ecosystem

Team information unknown, based on available information it can be inferred to be a domestic team

Financing information has not been disclosed, only that Series A financing closed in January

Current pool price is 0.07, corresponding to 70 million FDV and 11.102 million circulating market cap (normal price). The pre-market price averaged at 0.075 but the liquidity is too low to be significantly meaningful

Gameplay: Overall fundamentals are relatively average, the sector has basically reached a regulatory limit. However, since it is infrastructure, the overall imagination space will be slightly larger

If we calculate the opening selling pressure at 1.5%, it is 1.05 million selling pressure, I believe as long as there are market makers involved, it won't drop significantly

The most prudent way is still to wait for a period after the opening to observe the price performance; if it performs well overall, then consider trading in waves

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Still DYOR haha

#Alpha新币分析 #oooo