cryptoHowe
推特：@0xcryptoHowe
5 Following
4.5K+ Followers
1.7K+ Liked
54 Shared
All
Quotes
Videos
Live
See original
『12.1 $RLS New Currency Research』
———
$RLS @RaylsLabs
CA(BSC)：0x17ea10b6ae4fde59fdbf471bd28ab9710f508816
CA(ETH)：0xB5F7b021a78f470d31D762C1DDA05ea549904fbd
alpha 19:00 opens
Total token supply 10B, initial circulation is 15% (there is a discrepancy with the data on CMC, 15% shall prevail)
No specific allocation details for this 15% were mentioned, and the official Twitter did not mention any airdrop matters (it is speculated that this 15% has little external chips apart from Alpha's share)
The fundamentals are modular blockchain infrastructure that can connect institutional private chains with public chains, enabling institutions to use various DeFi products. Its developer Parfin is a very established infrastructure provider, focused on business in South America.
The Brazil team, the CEO has good experience and resources in traditional finance, and the CTO has been working on blockchain products since 2014. Overall, the team’s fundamentals are quite good, at least they have gone through a bull and bear cycle in their parent company.
They raised 25 million USD in two rounds of financing, with Framework Ventures as their core investor. The overall institutional lineup completely overlaps with its parent company Parfin, and it is worth noting that Parfin also received investment from Tether last month.
The average VC investment cost is 113 million FDV, corresponding to a price of 0.0113. Currently, the pool price is 0.06, corresponding to 600 million FDV and 90 million circulating market capitalization. Pre-market transaction prices are generally below 0.04.
Gameplay: Overall, the project’s fundamentals are stable and improving, and in terms of FDV, it falls within a normal valuation range. Purely considering circulating market value, I think it’s acceptable.
Currently, I personally would consider going for the airdrop while also averaging in some at 0.04 in the pre-market (this generally means buying only a few hundred USD, don’t buy too much, and the official delivery is at 10 PM tonight, not available right at the opening).
Of course, I should also mention the related risks. Although the fundamentals are good, projects of this type generally find it difficult to provide users with a point to fomo buy in, so we are buying based on the narrative expectations being undervalued, leading to a value mismatch. Also, today’s market performance is relatively poor, so everyone should participate according to their risk preferences.
———
Still DYOR haha
#Alpha新币分析 #Rayls
———
$RLS @RaylsLabs
CA(BSC)：0x17ea10b6ae4fde59fdbf471bd28ab9710f508816
CA(ETH)：0xB5F7b021a78f470d31D762C1DDA05ea549904fbd
alpha 19:00 opens
Total token supply 10B, initial circulation is 15% (there is a discrepancy with the data on CMC, 15% shall prevail)
No specific allocation details for this 15% were mentioned, and the official Twitter did not mention any airdrop matters (it is speculated that this 15% has little external chips apart from Alpha's share)
The fundamentals are modular blockchain infrastructure that can connect institutional private chains with public chains, enabling institutions to use various DeFi products. Its developer Parfin is a very established infrastructure provider, focused on business in South America.
The Brazil team, the CEO has good experience and resources in traditional finance, and the CTO has been working on blockchain products since 2014. Overall, the team’s fundamentals are quite good, at least they have gone through a bull and bear cycle in their parent company.
They raised 25 million USD in two rounds of financing, with Framework Ventures as their core investor. The overall institutional lineup completely overlaps with its parent company Parfin, and it is worth noting that Parfin also received investment from Tether last month.
The average VC investment cost is 113 million FDV, corresponding to a price of 0.0113. Currently, the pool price is 0.06, corresponding to 600 million FDV and 90 million circulating market capitalization. Pre-market transaction prices are generally below 0.04.
Gameplay: Overall, the project’s fundamentals are stable and improving, and in terms of FDV, it falls within a normal valuation range. Purely considering circulating market value, I think it’s acceptable.
Currently, I personally would consider going for the airdrop while also averaging in some at 0.04 in the pre-market (this generally means buying only a few hundred USD, don’t buy too much, and the official delivery is at 10 PM tonight, not available right at the opening).
Of course, I should also mention the related risks. Although the fundamentals are good, projects of this type generally find it difficult to provide users with a point to fomo buy in, so we are buying based on the narrative expectations being undervalued, leading to a value mismatch. Also, today’s market performance is relatively poor, so everyone should participate according to their risk preferences.
———
Still DYOR haha
#Alpha新币分析 #Rayls
See original
"11.29 $GAIX New Coin Research"
———
$GAIX @GaiAIio
CA(BSC)：0xc12eFb9e4A1A753e7f6523482C569793C2271dbB
alpha 16:00 market opening
Total token supply 1B, initial circulation is 16.41% (Information source: CMC)
No specific unlocking ratio is mentioned, complete Tokenomics can be viewed at
https://gitbook.gaiai.io/
The fundamentals are an AI Agent product for image generation
Team information is unknown, but based on existing information, it is speculated to be a domestic team (hired a domestic marketing agency for AMA)
Round 1 funding raised 5 million USD, the investing institutions are very niche, all unheard of
Gameplay: This project is more haphazard than the previous two, if an image-generating Agent looks like its Twitter pictures, then it really is a mess
Related narratives are basically debunked, there won't be much real buying pressure
Not recommended to touch this
———
Still DYOR haha
#Alpha新币分析 #GaiAI
———
$GAIX @GaiAIio
CA(BSC)：0xc12eFb9e4A1A753e7f6523482C569793C2271dbB
alpha 16:00 market opening
Total token supply 1B, initial circulation is 16.41% (Information source: CMC)
No specific unlocking ratio is mentioned, complete Tokenomics can be viewed at
https://gitbook.gaiai.io/
The fundamentals are an AI Agent product for image generation
Team information is unknown, but based on existing information, it is speculated to be a domestic team (hired a domestic marketing agency for AMA)
Round 1 funding raised 5 million USD, the investing institutions are very niche, all unheard of
Gameplay: This project is more haphazard than the previous two, if an image-generating Agent looks like its Twitter pictures, then it really is a mess
Related narratives are basically debunked, there won't be much real buying pressure
Not recommended to touch this
———
Still DYOR haha
#Alpha新币分析 #GaiAI
See original
『11.27 $GUA New Currency Research』
———
$GUA @SUPERFORTUNE888
CA(BSC)：0xa5c8e1513b6a08334b479fe4d71f1253259469be
alpha 16:00 opening, airdrop collection time synchronized with opening
Total supply 1B, initial circulation 4.5%
1% airdrop (remaining 4% will be unlocked in 8 months), 1.5% liquidity, 1% treasury, 0.5% ecological fund【The treasury and ecological fund ratios are not explicitly stated, but based on the current situation, only 0.5% is left for alpha, which seems unlikely. So it should be alpha 1%, treasury + ecological fund 1%】
The fundamentals are a metaphysical prediction application incubated by the Manta ecosystem
Team and financing information unknown, but based on existing information, it can be inferred that it is a domestic team
Current pool price 0.04, corresponding to 40 million FDV and 1.8 million circulating market value
Gameplay: This narrative track is obviously falsifiable, and there won't be much buying pressure. Personally, I believe there is no potential for subsequent contract upgrades
Low market value with high control, at most it will be a rebound after digesting the selling pressure. Irys starts to set the example, and we can see how these small tokens perform next
If the performance is good, then the upcoming new currency strategy should return to a fundamentals-based state, rather than purely looking at the strength of the investors
I personally do not recommend playing this asset
———
Still DYOR ha
#Alpha新币分析 #SUPERFORTUNE
———
$GUA @SUPERFORTUNE888
CA(BSC)：0xa5c8e1513b6a08334b479fe4d71f1253259469be
alpha 16:00 opening, airdrop collection time synchronized with opening
Total supply 1B, initial circulation 4.5%
1% airdrop (remaining 4% will be unlocked in 8 months), 1.5% liquidity, 1% treasury, 0.5% ecological fund【The treasury and ecological fund ratios are not explicitly stated, but based on the current situation, only 0.5% is left for alpha, which seems unlikely. So it should be alpha 1%, treasury + ecological fund 1%】
The fundamentals are a metaphysical prediction application incubated by the Manta ecosystem
Team and financing information unknown, but based on existing information, it can be inferred that it is a domestic team
Current pool price 0.04, corresponding to 40 million FDV and 1.8 million circulating market value
Gameplay: This narrative track is obviously falsifiable, and there won't be much buying pressure. Personally, I believe there is no potential for subsequent contract upgrades
Low market value with high control, at most it will be a rebound after digesting the selling pressure. Irys starts to set the example, and we can see how these small tokens perform next
If the performance is good, then the upcoming new currency strategy should return to a fundamentals-based state, rather than purely looking at the strength of the investors
I personally do not recommend playing this asset
———
Still DYOR ha
#Alpha新币分析 #SUPERFORTUNE
See original
『11.25 $IRYS New Coin Research』
———
$IRYS
CA(BSC)：0x91152B4Ef635403efBAe860edD0F8c321d7c035d
CA(ETH)：0x50f41F589aFACa2EF41FDF590FE7b90cD26DEe64
alpha 19:00 market open, airdrop claim time 20:00
Total supply 10B, initial circulation is 20%, no specific unlock ratio specified
For fundamental analysis and financing background, check this article
https://x.com/0xcryptoHowe/status/1959150326659129394
Mainly a European and American team, the core members have limited Crypto Native experience. Moreover, from previous information received, the project party has a very noticeable information gap when targeting the Chinese market, providing a very sufficient budget but not seeing many major influencers involved in promotion (indirectly proving that the team should have paid quite a bit in tuition)
Currently, the pool price is 0.052, corresponding to 520 million FDV and 104 million circulating market cap. The pre-market trading price is generally around 0.02
Gameplay: I think this narrative track has quite a prospect, infrastructure projects generally still align with BN's appetite, and there's a certain possibility for the Korean market as well. There is currently not much information on listings, so we can wait and see if anything is announced in the afternoon
The current BN contract standard should have undergone a major adjustment, no longer easily giving day1 perp, but choosing to observe the performance and data within a period after TGE before granting
The current pool price is considered above average, a bit expensive. I also can't be sure about the reasonable valuation range because, strictly speaking, Irys has no direct competitors of the same type, only similar type competitors
Personally, I am preparing to grab the alpha airdrop. If there is no listing information for BN announced before TGE, it will be included in the upcoming observation list for a chance to enter
———
Still DYOR, ha
#Alpha新币分析 #Irys
———
$IRYS
CA(BSC)：0x91152B4Ef635403efBAe860edD0F8c321d7c035d
CA(ETH)：0x50f41F589aFACa2EF41FDF590FE7b90cD26DEe64
alpha 19:00 market open, airdrop claim time 20:00
Total supply 10B, initial circulation is 20%, no specific unlock ratio specified
For fundamental analysis and financing background, check this article
https://x.com/0xcryptoHowe/status/1959150326659129394
Mainly a European and American team, the core members have limited Crypto Native experience. Moreover, from previous information received, the project party has a very noticeable information gap when targeting the Chinese market, providing a very sufficient budget but not seeing many major influencers involved in promotion (indirectly proving that the team should have paid quite a bit in tuition)
Currently, the pool price is 0.052, corresponding to 520 million FDV and 104 million circulating market cap. The pre-market trading price is generally around 0.02
Gameplay: I think this narrative track has quite a prospect, infrastructure projects generally still align with BN's appetite, and there's a certain possibility for the Korean market as well. There is currently not much information on listings, so we can wait and see if anything is announced in the afternoon
The current BN contract standard should have undergone a major adjustment, no longer easily giving day1 perp, but choosing to observe the performance and data within a period after TGE before granting
The current pool price is considered above average, a bit expensive. I also can't be sure about the reasonable valuation range because, strictly speaking, Irys has no direct competitors of the same type, only similar type competitors
Personally, I am preparing to grab the alpha airdrop. If there is no listing information for BN announced before TGE, it will be included in the upcoming observation list for a chance to enter
———
Still DYOR, ha
#Alpha新币分析 #Irys
See original
『11.24 $SSS New Coin Research』
———
$SSS @sparklefun2023
CA(BSC)：0xcc442a4c0b9c35578aa285f0d39f2bcc0e152acd
alpha 18:00 opens, airdrop collection is at the same time as the opening
Total token supply 1B, initial circulation is 9% (source: CMC)
5% liquidity, 7.2% community, the specific ratio for the ecosystem is not stated, but the share with the community is similar on the chart (the total of the three parts does not match the information from CMC)
The fundamentals are an AI-driven entertainment creation platform
Team information is unknown, but it can be inferred from existing information that it is a domestic team
Round 1 financing, specific amount not disclosed, only Folius Ventures as an investor. There may be projects incubated by it
Current pool price 0.05, corresponding to 5000w FDV (circulating market cap information is incorrect and cannot be calculated). Pre-market prices have recently traded above 0.045, while there are some large orders of over a thousand dollars trading around 0.06 (this situation is relatively rare)
Gameplay: The narrative track is not good, no day1 perp indicates average strength resources
Folius's ability to gather is considered relatively average, not as good as waiting to see tomorrow's Irys
———
Still DYOR haha
#Alpha新币分析 #Sparkle
———
$SSS @sparklefun2023
CA(BSC)：0xcc442a4c0b9c35578aa285f0d39f2bcc0e152acd
alpha 18:00 opens, airdrop collection is at the same time as the opening
Total token supply 1B, initial circulation is 9% (source: CMC)
5% liquidity, 7.2% community, the specific ratio for the ecosystem is not stated, but the share with the community is similar on the chart (the total of the three parts does not match the information from CMC)
The fundamentals are an AI-driven entertainment creation platform
Team information is unknown, but it can be inferred from existing information that it is a domestic team
Round 1 financing, specific amount not disclosed, only Folius Ventures as an investor. There may be projects incubated by it
Current pool price 0.05, corresponding to 5000w FDV (circulating market cap information is incorrect and cannot be calculated). Pre-market prices have recently traded above 0.045, while there are some large orders of over a thousand dollars trading around 0.06 (this situation is relatively rare)
Gameplay: The narrative track is not good, no day1 perp indicates average strength resources
Folius's ability to gather is considered relatively average, not as good as waiting to see tomorrow's Irys
———
Still DYOR haha
#Alpha新币分析 #Sparkle
See original
『11.23 $KO New Coin Research』
———
$KO @KyuzosFriends
CA(BSC)：0x2d739dd563609c39a1ae1546a03e8b469361175f
alpha 17:00 opening
Total token supply 1B, initial circulation of 21.75%
4.5% ecosystem, 4.75% marketing, 5.5% listing, 5% liquidity, 2% treasury
The fundamentals are Web3 social board games
Team information is unknown, but based on existing information, it can be inferred that it is a Japanese team (promotion mainly concentrated in China and Japan)
Round 1 financing, specific amount not disclosed, recently announced, mainly funded by Chinese investors. Interestingly, the $AIA project team also invested in this project
Current pool price 0.04, corresponding to 4000w FDV and 870w circulating market value. Pre-market price has mainly maintained around 0.05 recently
Gameplay: Narrative track is not good, no day1 perp indicates average strength and resources
Given that the $AIA project team has invested, if this project can get on the BN contract later, it will need to be monitored
I do not recommend playing at the opening, but you can see if there are any shadows of $AIA, such as trends, whether on-chain addresses overlap, etc.
———
Still DYOR haha
#Alpha新币分析 #KyuzosFriends
———
$KO @KyuzosFriends
CA(BSC)：0x2d739dd563609c39a1ae1546a03e8b469361175f
alpha 17:00 opening
Total token supply 1B, initial circulation of 21.75%
4.5% ecosystem, 4.75% marketing, 5.5% listing, 5% liquidity, 2% treasury
The fundamentals are Web3 social board games
Team information is unknown, but based on existing information, it can be inferred that it is a Japanese team (promotion mainly concentrated in China and Japan)
Round 1 financing, specific amount not disclosed, recently announced, mainly funded by Chinese investors. Interestingly, the $AIA project team also invested in this project
Current pool price 0.04, corresponding to 4000w FDV and 870w circulating market value. Pre-market price has mainly maintained around 0.05 recently
Gameplay: Narrative track is not good, no day1 perp indicates average strength and resources
Given that the $AIA project team has invested, if this project can get on the BN contract later, it will need to be monitored
I do not recommend playing at the opening, but you can see if there are any shadows of $AIA, such as trends, whether on-chain addresses overlap, etc.
———
Still DYOR haha
#Alpha新币分析 #KyuzosFriends
See original
Recent Market Outlook
Today, I will sort out the recent trends of the market from the big cycle to the small cycle.
Disclaimer: This is purely personal reflection and analysis. The views are for reference only and do not constitute any investment advice.
The first thing we need to know is that in a bull market, the top is not spoken of, and in a bear market, the bottom is not spoken of.
We need to update our views and trading strategies in a timely manner based on the changes in the current market conditions. Essentially, this means adapting ourselves to the market environment, rather than expecting the market to adapt to us.
The reason why the recent market is extremely difficult to navigate is that:
Firstly, a large number of long-term indicators are starting to fail, and time is needed to find new indicators that can adapt to the current market conditions.
Disclaimer: This is purely personal reflection and analysis. The views are for reference only and do not constitute any investment advice.
The first thing we need to know is that in a bull market, the top is not spoken of, and in a bear market, the bottom is not spoken of.
We need to update our views and trading strategies in a timely manner based on the changes in the current market conditions. Essentially, this means adapting ourselves to the market environment, rather than expecting the market to adapt to us.
The reason why the recent market is extremely difficult to navigate is that:
Firstly, a large number of long-term indicators are starting to fail, and time is needed to find new indicators that can adapt to the current market conditions.
See original
『11.22 $DIGI New Coin Research』
———
$DIGI
CA(BSC)：0x5b6e1cCf4CBBE27F588F8DcEa8e9e39AcB595e3d
alpha 18:00 Opening
Total token supply 100B, initial circulation is 23.9%
7% Binance, 3% liquidity, 0.67% Binance Marketing, 8.9% ecosystem, 1.93% Marketing and partnerships, 2.4% reserves
Fundamentals are GameFi platform
Team information unknown, based on existing information it can be inferred that it is a domestic team
Round 1 financing, specific amount not disclosed, investment from Chinese funds. The diving boss's fund also invested, likely also to cut losses
Current pool price 0.0003, corresponding to 3000w FDV and 717w circulating market value
Gameplay: Narrative track is not good, no day1 perp indicates average strength and resources. Moreover, institutions with financing backgrounds have significant losses
Still not recommended to touch, this type of project has not performed well in the past. The only good one is $BEAT with insider connections, but that also happened after it went on perp
———
Still DYOR ha
#Alpha新币分析 #DIGI_MineD
———
$DIGI
CA(BSC)：0x5b6e1cCf4CBBE27F588F8DcEa8e9e39AcB595e3d
alpha 18:00 Opening
Total token supply 100B, initial circulation is 23.9%
7% Binance, 3% liquidity, 0.67% Binance Marketing, 8.9% ecosystem, 1.93% Marketing and partnerships, 2.4% reserves
Fundamentals are GameFi platform
Team information unknown, based on existing information it can be inferred that it is a domestic team
Round 1 financing, specific amount not disclosed, investment from Chinese funds. The diving boss's fund also invested, likely also to cut losses
Current pool price 0.0003, corresponding to 3000w FDV and 717w circulating market value
Gameplay: Narrative track is not good, no day1 perp indicates average strength and resources. Moreover, institutions with financing backgrounds have significant losses
Still not recommended to touch, this type of project has not performed well in the past. The only good one is $BEAT with insider connections, but that also happened after it went on perp
———
Still DYOR ha
#Alpha新币分析 #DIGI_MineD
See original
『11.21 $ARTX New Coin Research』
———
$ARTX
CA(BSC)：0x8105743e8A19c915a604D7D9e7aa3A060A4C2c32
alpha 18:00 opens
Total token supply 280 million, initial circulation 15.14%
1.785% ecosystem, 1.785% liquidity, 11.57% airdrop and community incentives (the circulation ratio here differs from the specific unlocking shares given in the white paper, I think the project party didn't design it well, or hid some operable undisclosed circulation shares)
The fundamentals are an RWA asset issuance platform, focusing on the issuance and trading of art assets
Team and financing information unknown, currently based on existing information, it can be inferred that it is a domestic team
Current pool price 0.132, corresponding to 36.96 million FDV and 5.6 million circulating market value
Gameplay: the narrative track is not good, and the absence of day1 perp shows that the strength and resources are average. Moreover, the team and financing information are not transparent, which poses considerable risks
The current market situation can no longer be assessed purely on affordability; the value of shells is decreasing. Coupled with the current market downturn, do not expect it to have any good outcomes
———
Still DYOR ha
#Alpha新币分析 #ULTILAND
———
$ARTX
CA(BSC)：0x8105743e8A19c915a604D7D9e7aa3A060A4C2c32
alpha 18:00 opens
Total token supply 280 million, initial circulation 15.14%
1.785% ecosystem, 1.785% liquidity, 11.57% airdrop and community incentives (the circulation ratio here differs from the specific unlocking shares given in the white paper, I think the project party didn't design it well, or hid some operable undisclosed circulation shares)
The fundamentals are an RWA asset issuance platform, focusing on the issuance and trading of art assets
Team and financing information unknown, currently based on existing information, it can be inferred that it is a domestic team
Current pool price 0.132, corresponding to 36.96 million FDV and 5.6 million circulating market value
Gameplay: the narrative track is not good, and the absence of day1 perp shows that the strength and resources are average. Moreover, the team and financing information are not transparent, which poses considerable risks
The current market situation can no longer be assessed purely on affordability; the value of shells is decreasing. Coupled with the current market downturn, do not expect it to have any good outcomes
———
Still DYOR ha
#Alpha新币分析 #ULTILAND
See original
『HeyElsa: When DeFi No Longer Requires You to 'Learn to Use It'』
If you tried to introduce a friend to DeFi before, you probably experienced a similar scene:
Explaining how to install wallets, switch networks, calculate Gas, navigate cross-chain bridges, and why USDC looks different...
By the tenth minute, you'll notice the other person's gaze starting to blank out.
DeFi does not lack tools; rather, all tools assume that users possess a systematic knowledge base of on-chain operations. This is the reason it has never been able to expand.
HeyElsa's entry point is exactly the opposite; it completely removes the prerequisite of 'whether or not to operate on-chain', leaving only one thing at the entrance - saying something you can understand.
Explaining how to install wallets, switch networks, calculate Gas, navigate cross-chain bridges, and why USDC looks different...
By the tenth minute, you'll notice the other person's gaze starting to blank out.
DeFi does not lack tools; rather, all tools assume that users possess a systematic knowledge base of on-chain operations. This is the reason it has never been able to expand.
HeyElsa's entry point is exactly the opposite; it completely removes the prerequisite of 'whether or not to operate on-chain', leaving only one thing at the entrance - saying something you can understand.
See original
『11.19 $GAIB New Coin Research』
———
$GAIB
CA(BSC)：0xc19d38925f9f645337b1d1f37baf3c0647a48e50
CA(ETH)：0xC19D38925F9F645337B1D1f37bAf3C0647A48E50
alpha 18:00 Opening, BN Contract 20th 17:00
Total Token Supply 1B, Initial Circulation 20.48%
Community 10%, Ecosystem and Growth 10.48% (The official description is not very detailed, but currently it seems the airdrop has not been given out much, and the project party has been engaging in some insider trading)
The fundamentals are AI asset tokenization, that is, AI + DeFi protocol
A team from China, with core members having a good Crypto Native background, have done some VC and other high-ecological-position work
In the second round of financing, they raised 15 million USD, the investment lineup is quite good, including Hack VC, Amber, Hashed, Animoca, etc., along with many angel investors
If we consider 19.82% as the VC quota from the white paper, the average cost price for VC is 75.68 million valuation, corresponding to a price of 0.07568
Currently, the pool price is 0.25, corresponding to 250 million FDV and 50 million circulating market value. Meanwhile, the current TVL is around 200 million, if we consider the public relations events, the actual TVL should be around 100 million
Gameplay: Another project that opens contracts the day after, but recently the project party has a public relations crisis (CBB lamented that the project party misappropriated user funds into BN and then borrowed it out to put into the deposit pool to obtain airdrop benefits)
I have a cautious attitude towards this project, since they can engage in the misappropriation of user funds, it should essentially be quite a ruthless scheme, plus Amber separately invested in a round of 10 million USD (recent projects involved have not had good outcomes)
Not very eager to participate, the last one with such contract operations did not perform well. The key support level is around 100 million FDV
———
Still DYOR, ha
#Alpha新币分析 #GAIB
———
$GAIB
CA(BSC)：0xc19d38925f9f645337b1d1f37baf3c0647a48e50
CA(ETH)：0xC19D38925F9F645337B1D1f37bAf3C0647A48E50
alpha 18:00 Opening, BN Contract 20th 17:00
Total Token Supply 1B, Initial Circulation 20.48%
Community 10%, Ecosystem and Growth 10.48% (The official description is not very detailed, but currently it seems the airdrop has not been given out much, and the project party has been engaging in some insider trading)
The fundamentals are AI asset tokenization, that is, AI + DeFi protocol
A team from China, with core members having a good Crypto Native background, have done some VC and other high-ecological-position work
In the second round of financing, they raised 15 million USD, the investment lineup is quite good, including Hack VC, Amber, Hashed, Animoca, etc., along with many angel investors
If we consider 19.82% as the VC quota from the white paper, the average cost price for VC is 75.68 million valuation, corresponding to a price of 0.07568
Currently, the pool price is 0.25, corresponding to 250 million FDV and 50 million circulating market value. Meanwhile, the current TVL is around 200 million, if we consider the public relations events, the actual TVL should be around 100 million
Gameplay: Another project that opens contracts the day after, but recently the project party has a public relations crisis (CBB lamented that the project party misappropriated user funds into BN and then borrowed it out to put into the deposit pool to obtain airdrop benefits)
I have a cautious attitude towards this project, since they can engage in the misappropriation of user funds, it should essentially be quite a ruthless scheme, plus Amber separately invested in a round of 10 million USD (recent projects involved have not had good outcomes)
Not very eager to participate, the last one with such contract operations did not perform well. The key support level is around 100 million FDV
———
Still DYOR, ha
#Alpha新币分析 #GAIB
See original
『11.18 $DGRAM New Coin Research』
———
$DGRAM
CA(BSC)：0x49c6c91ec839a581de2b882e868494215250ee59
alpha 16:00 Opening
Total token supply 10B, initial circulation is 20.9% (based on CMC data, white paper indicates 57.5%【updated three months ago】), estimated selling pressure is around 2.65%
No latest Tokenomics data, only white paper data updated three months ago: 7.5% full node rewards, ecosystem 16%, 5% MM/exchanges/liquidity (‼️ Huge risk point, the design of Tokenomics is completely mismatched)
The fundamentals are communication DePIN infrastructure
Southeast Asia team, overall background lacks significant Crypto Native experience
Round 1 financing raised 4 million USD, led by Blizzard Fund focusing on the Avalanche ecosystem, with participation from Animoca and Amber
If based on the 10% VC allocation in the white paper, the VC cost price is 40 million valuation, corresponding price is 0.004
Currently, pool price is 0.01, corresponding to 100 million FDV and 21 million circulating market value (calculated based on 20.9% circulation)
Playstyle: Three major risk points: The design of Tokenomics is mismatched; as a project on Avalanche, it has yet to announce its ARC-20 CA; projects invested by Amber have frequently encountered issues recently, handle with caution
From the current pool price perspective, there is no significant upside potential, coupled with a very weak market and the DePIN narrative being half-debunked, the ceiling is not high, not recommended to touch this thing
———
Still DYOR haha
#Alpha新币分析 #DatagramNetwork
———
$DGRAM
CA(BSC)：0x49c6c91ec839a581de2b882e868494215250ee59
alpha 16:00 Opening
Total token supply 10B, initial circulation is 20.9% (based on CMC data, white paper indicates 57.5%【updated three months ago】), estimated selling pressure is around 2.65%
No latest Tokenomics data, only white paper data updated three months ago: 7.5% full node rewards, ecosystem 16%, 5% MM/exchanges/liquidity (‼️ Huge risk point, the design of Tokenomics is completely mismatched)
The fundamentals are communication DePIN infrastructure
Southeast Asia team, overall background lacks significant Crypto Native experience
Round 1 financing raised 4 million USD, led by Blizzard Fund focusing on the Avalanche ecosystem, with participation from Animoca and Amber
If based on the 10% VC allocation in the white paper, the VC cost price is 40 million valuation, corresponding price is 0.004
Currently, pool price is 0.01, corresponding to 100 million FDV and 21 million circulating market value (calculated based on 20.9% circulation)
Playstyle: Three major risk points: The design of Tokenomics is mismatched; as a project on Avalanche, it has yet to announce its ARC-20 CA; projects invested by Amber have frequently encountered issues recently, handle with caution
From the current pool price perspective, there is no significant upside potential, coupled with a very weak market and the DePIN narrative being half-debunked, the ceiling is not high, not recommended to touch this thing
———
Still DYOR haha
#Alpha新币分析 #DatagramNetwork
See original
『11.14 $PLAYSOLANA $PIEVERSE New Coin Research』
I caught a cold today, so I didn't synchronize to the square in time
---
$PLAYSOLANA
CA(Sol): PLAYs3GSSadH2q2JLS7djp7yzeT75NK78XgrE5YLrfq
alpha opens at 20:00
Total supply 5B, initial circulation unknown
Tokenomics information unknown
The fundamentals are a gaming handheld on Solana
Portuguese team, no remarkable background or experience
Financing information unknown
Gameplay: This doesn't need to be looked at, it basically has all the risks that it should have
$PIEVERSE
CA(BSC): 0x299ad4299da5b2b93fba4c96967b040c7f611099
alpha opens at 19:00, BN contract at 19:30, airdrop collection at 19:45
Total supply 1B, initial circulation 17.5%, estimated selling pressure is 3.6% (972w selling pressure)
---
$PLAYSOLANA
CA(Sol): PLAYs3GSSadH2q2JLS7djp7yzeT75NK78XgrE5YLrfq
alpha opens at 20:00
Total supply 5B, initial circulation unknown
Tokenomics information unknown
The fundamentals are a gaming handheld on Solana
Portuguese team, no remarkable background or experience
Financing information unknown
Gameplay: This doesn't need to be looked at, it basically has all the risks that it should have
$PIEVERSE
CA(BSC): 0x299ad4299da5b2b93fba4c96967b040c7f611099
alpha opens at 19:00, BN contract at 19:30, airdrop collection at 19:45
Total supply 1B, initial circulation 17.5%, estimated selling pressure is 3.6% (972w selling pressure)
See original
『11.13 $PLANCK New Currency Research』
Today was too busy, I forgot to post in the square
———
$PLANCK @plancknetwork
CA(BSC)：0x004d50b3fc784b580531d8e8615aa96cf7fbb919
alpha 20:00 opens, BN contract 14 at 16:00
Total token supply 500 million, initial circulation 17.66%, corresponding circulating market value 4.65 million, estimated selling pressure around 2.65%
13% liquidity, 0.075% public sale, 0.675% community, 0.05% Pre-Seed round, 0.375% Seed round, 0.4368% A round, 0.038% KOL round, 3% ecology, 0.006% partnerships
The fundamentals are an artificial intelligence computing infrastructure platform
Indian + European team, overall background does not have much Crypto Native background, but everyone has quite a bit of relevant experience in their respective positions
6 rounds of financing raised a total of 5.14 million USD, no specific institutions mentioned
- Pre-Seed: 28 million valuation financing 140,000 USD, corresponding share is 0.5%, cost price is 0.056 (locked for 2 months)
- Seed: 40 million valuation financing 1.5 million USD, corresponding share is 3.75%, cost price is 0.08 (locked for 1 month)
- A round: 55 million valuation financing 2 million USD, corresponding share is 3.64%, cost price is 0.11 (locked for 1 month)
- KOL round: 80 million valuation financing 300,000 USD, corresponding share is 0.38%, cost price is 0.16 (locked for 1 month)
- Community round: 20 million valuation financing 900,000 USD, corresponding share is 4.5%, cost price is 0.04
- Public sale: 100 million valuation financing 300,000 USD, corresponding share is 0.3%, cost price is 0.2
Gameplay: A very rare contract opened a day later, plus financing rounds TGE all have a small portion released, and the locking period for financing rounds is very short, which is a fast-paced project (generally when VCs have unlocks, they will first pull down the market and then dump)
Currently, it looks like a high-control project, key positions refer to the KOL round and public sale prices. If the public sale drops below the opening price, it is estimated that it will wash for a while in the short term. If it maintains above the public sale cost price before tomorrow, it indicates that the main force has the intention to control the market, and will consider buying a bit in the sideways range
———
Still DYOR, haha
#Alpha新币分析 #Planck
Today was too busy, I forgot to post in the square
———
$PLANCK @plancknetwork
CA(BSC)：0x004d50b3fc784b580531d8e8615aa96cf7fbb919
alpha 20:00 opens, BN contract 14 at 16:00
Total token supply 500 million, initial circulation 17.66%, corresponding circulating market value 4.65 million, estimated selling pressure around 2.65%
13% liquidity, 0.075% public sale, 0.675% community, 0.05% Pre-Seed round, 0.375% Seed round, 0.4368% A round, 0.038% KOL round, 3% ecology, 0.006% partnerships
The fundamentals are an artificial intelligence computing infrastructure platform
Indian + European team, overall background does not have much Crypto Native background, but everyone has quite a bit of relevant experience in their respective positions
6 rounds of financing raised a total of 5.14 million USD, no specific institutions mentioned
- Pre-Seed: 28 million valuation financing 140,000 USD, corresponding share is 0.5%, cost price is 0.056 (locked for 2 months)
- Seed: 40 million valuation financing 1.5 million USD, corresponding share is 3.75%, cost price is 0.08 (locked for 1 month)
- A round: 55 million valuation financing 2 million USD, corresponding share is 3.64%, cost price is 0.11 (locked for 1 month)
- KOL round: 80 million valuation financing 300,000 USD, corresponding share is 0.38%, cost price is 0.16 (locked for 1 month)
- Community round: 20 million valuation financing 900,000 USD, corresponding share is 4.5%, cost price is 0.04
- Public sale: 100 million valuation financing 300,000 USD, corresponding share is 0.3%, cost price is 0.2
Gameplay: A very rare contract opened a day later, plus financing rounds TGE all have a small portion released, and the locking period for financing rounds is very short, which is a fast-paced project (generally when VCs have unlocks, they will first pull down the market and then dump)
Currently, it looks like a high-control project, key positions refer to the KOL round and public sale prices. If the public sale drops below the opening price, it is estimated that it will wash for a while in the short term. If it maintains above the public sale cost price before tomorrow, it indicates that the main force has the intention to control the market, and will consider buying a bit in the sideways range
———
Still DYOR, haha
#Alpha新币分析 #Planck
See original
『11.11 $ALLO New Currency Research』
———
$ALLO
CA(BSC)：0xcce5f304fd043d6a4e8ccb5376a4a4fb583b98d5
CA(ETH)：0x8408D45b61f5823298F19a09B53b7339c0280489
CA(Base)：0x032d86656Db142138AC97d2c5C4E3766E8c0482d
Alpha opens at 19:00, BN spot and futures at 21:00, airdrop can be claimed when it opens and is not issued on BSC
Total token supply 1B, initial circulation 20.05%, initial selling pressure estimated at around 7.5% (mainly depends on whether the airdrop is smooth)
9.3% community incentives (1.5% holder airdrop, 5% community airdrop, 1.5% Alpha, and part for Kaito but no specific share details provided and not issued at opening), 4.425% ecosystem, 4.925% foundation, 2.5% staking rewards
Fundamentals, team, and financing have been analyzed in detail before, see directly
https://x.com/0xcryptoHowe/status/1937089552952496285
The final pre-market closing price is 0.45, VC average financing cost is 100 million FDV
Surf estimates a reasonable valuation of 0.5-1.5 (personally I tend to think it won't exceed 1)
https://asksurf.ai/share/a101f35d-dd79-4ac0-9717-fa28e84069e0
Gameplay: Pay attention to the airdrop selling pressure at opening (big players are in the community airdrop part), if not much is given and the community is complaining, then the selling pressure is in a controllable range
I originally expected to go with the last contract, but finally went directly to spot. I think it's highly likely that it's leveraging VC relationships to go directly to Binance, it's been delayed for so long, and the VCs also want to recoup their investments, so any help is better than none
The risk points of this project are actually not small, the financing interval is too long, all core team members have been replaced, and the narrative has pivoted. Moreover, the data provided when I took the business order has not changed at all after a month (data falsification)
Personally, I would choose to grab the Alpha airdrop and then see the shorting opportunities after the contract opens; I probably won't buy the spot. The main reason for getting the Alpha airdrop is also to see if they will do a dead cat bounce (the fundamentals of new coins at this stage have become less significant, more reliant on trading experience)
———
Still DYOR ha
#Alpha新币分析 #Allora
———
$ALLO
CA(BSC)：0xcce5f304fd043d6a4e8ccb5376a4a4fb583b98d5
CA(ETH)：0x8408D45b61f5823298F19a09B53b7339c0280489
CA(Base)：0x032d86656Db142138AC97d2c5C4E3766E8c0482d
Alpha opens at 19:00, BN spot and futures at 21:00, airdrop can be claimed when it opens and is not issued on BSC
Total token supply 1B, initial circulation 20.05%, initial selling pressure estimated at around 7.5% (mainly depends on whether the airdrop is smooth)
9.3% community incentives (1.5% holder airdrop, 5% community airdrop, 1.5% Alpha, and part for Kaito but no specific share details provided and not issued at opening), 4.425% ecosystem, 4.925% foundation, 2.5% staking rewards
Fundamentals, team, and financing have been analyzed in detail before, see directly
https://x.com/0xcryptoHowe/status/1937089552952496285
The final pre-market closing price is 0.45, VC average financing cost is 100 million FDV
Surf estimates a reasonable valuation of 0.5-1.5 (personally I tend to think it won't exceed 1)
https://asksurf.ai/share/a101f35d-dd79-4ac0-9717-fa28e84069e0
Gameplay: Pay attention to the airdrop selling pressure at opening (big players are in the community airdrop part), if not much is given and the community is complaining, then the selling pressure is in a controllable range
I originally expected to go with the last contract, but finally went directly to spot. I think it's highly likely that it's leveraging VC relationships to go directly to Binance, it's been delayed for so long, and the VCs also want to recoup their investments, so any help is better than none
The risk points of this project are actually not small, the financing interval is too long, all core team members have been replaced, and the narrative has pivoted. Moreover, the data provided when I took the business order has not changed at all after a month (data falsification)
Personally, I would choose to grab the Alpha airdrop and then see the shorting opportunities after the contract opens; I probably won't buy the spot. The main reason for getting the Alpha airdrop is also to see if they will do a dead cat bounce (the fundamentals of new coins at this stage have become less significant, more reliant on trading experience)
———
Still DYOR ha
#Alpha新币分析 #Allora
See original
『11.10 $JCT New Currency Research』
———
$JCT
CA(BSC)：0xea37a8de1de2d9d10772eeb569e28bfa5cb17707
alpha 18:00 opening, BN contract 18:30
Total token supply 50B (BSC total circulation 5B), initial circulation 22.99%
10.287% ecosystem, 4% liquidity, 3% community incentives, 5.7% airdrop
The fundamentals are a decentralized GPU computing power platform
Japanese team, other information unknown
Completed a round of seed financing, no specific amount stated. The institutions in the picture invested, MM is likely DWF (speculated that they could help with the contract listing)
Currently, the pool price is around 0.002, corresponding to 100 million FDV, BSC circulating market value is 10 million
Gameplay: I don't think this can get listed on the contract, since it has now been listed it means there is some money and connections involved. The core operator I believe is either DWF or Waterdrop
The current pool price looks okay, considered relatively low. Plus, the community airdrop official Twitter currently has no news, so the actual selling pressure is only from the alpha airdrop part
Therefore, if the market cap is low enough, there is still room for speculation, keep an eye on it when the market opens tonight
———
Still DYOR haha
#Alpha新币分析 #JANCTION
———
$JCT
CA(BSC)：0xea37a8de1de2d9d10772eeb569e28bfa5cb17707
alpha 18:00 opening, BN contract 18:30
Total token supply 50B (BSC total circulation 5B), initial circulation 22.99%
10.287% ecosystem, 4% liquidity, 3% community incentives, 5.7% airdrop
The fundamentals are a decentralized GPU computing power platform
Japanese team, other information unknown
Completed a round of seed financing, no specific amount stated. The institutions in the picture invested, MM is likely DWF (speculated that they could help with the contract listing)
Currently, the pool price is around 0.002, corresponding to 100 million FDV, BSC circulating market value is 10 million
Gameplay: I don't think this can get listed on the contract, since it has now been listed it means there is some money and connections involved. The core operator I believe is either DWF or Waterdrop
The current pool price looks okay, considered relatively low. Plus, the community airdrop official Twitter currently has no news, so the actual selling pressure is only from the alpha airdrop part
Therefore, if the market cap is low enough, there is still room for speculation, keep an eye on it when the market opens tonight
———
Still DYOR haha
#Alpha新币分析 #JANCTION
See original
『11.7 $ARIAIP New Token Research』
$ARIAIP
CA(BSC)：0x2a7e3392458307493c86388d5e544aad93286836
CA(Story)：0xC9cbbD8f211300Dd0e7a3933b7AeEdAC6F61Dd52
alpha 15:00 open, airdrop claim 15:00 (issued on IP chain)
Total supply 1B, initial circulation 33%, initial selling pressure estimated around 6%
7% ecosystem, 7% community development, 10% treasury, 9% airdrop and liquidity (5% airdrop)
For fundamental analysis and financing background, see this article
https://x.com/0xcryptoHowe/status/1984447805490856269
In addition to the financing mentioned in the above tweet, there is also a round of $500,000 strategic investment from OKX Ventures and Selini Capital
A European and American team, with one co-founder having many years of legal experience (most likely related to intellectual property)
Pre-market transaction price mostly above 0.25, pool price is 0.1
Gameplay: There is a certain playability, although this time there is only alpha opening. However, according to some old OGs in the IP ecosystem, the return rate of projects under the Story ecosystem is generally quite objective (can be understood as the overall development momentum of ecosystem projects is good, very generous to ecosystem members, and the corresponding selling pressure will be larger; if the airdrop is not stuck, the selling pressure won't be small)
Having taken so much money but no alpha + day1 perp, there are only two possibilities (either it can't go up, or there are ulterior motives)
The suggestion is to grab some alpha airdrop and then take a look, and then pay special attention to BuidlPad cost price 0.06 (similarly also has the principal protection mechanism, plus it is the first project of their new business line), there should be some action around this price level
Additionally, the principal protection mechanism will become invalid after withdrawing tokens from BuidlPad
———
Still DYOR haha
#Alpha新币分析 #Aria
$ARIAIP
CA(BSC)：0x2a7e3392458307493c86388d5e544aad93286836
CA(Story)：0xC9cbbD8f211300Dd0e7a3933b7AeEdAC6F61Dd52
alpha 15:00 open, airdrop claim 15:00 (issued on IP chain)
Total supply 1B, initial circulation 33%, initial selling pressure estimated around 6%
7% ecosystem, 7% community development, 10% treasury, 9% airdrop and liquidity (5% airdrop)
For fundamental analysis and financing background, see this article
https://x.com/0xcryptoHowe/status/1984447805490856269
In addition to the financing mentioned in the above tweet, there is also a round of $500,000 strategic investment from OKX Ventures and Selini Capital
A European and American team, with one co-founder having many years of legal experience (most likely related to intellectual property)
Pre-market transaction price mostly above 0.25, pool price is 0.1
Gameplay: There is a certain playability, although this time there is only alpha opening. However, according to some old OGs in the IP ecosystem, the return rate of projects under the Story ecosystem is generally quite objective (can be understood as the overall development momentum of ecosystem projects is good, very generous to ecosystem members, and the corresponding selling pressure will be larger; if the airdrop is not stuck, the selling pressure won't be small)
Having taken so much money but no alpha + day1 perp, there are only two possibilities (either it can't go up, or there are ulterior motives)
The suggestion is to grab some alpha airdrop and then take a look, and then pay special attention to BuidlPad cost price 0.06 (similarly also has the principal protection mechanism, plus it is the first project of their new business line), there should be some action around this price level
Additionally, the principal protection mechanism will become invalid after withdrawing tokens from BuidlPad
———
Still DYOR haha
#Alpha新币分析 #Aria
See original
『11.6 $UAI $FOLKS $LONG New Coin Research』
$UAI
CA(BSC): 0x3e5d4f8aee0d9b3082d5f6da5d6e225d17ba9ea0
Alpha opens at 19:00, BN contract at 19:30, airdrop collection at 21:00.
Total token supply 1B, initial circulation 23.9% (initial circulation source CMC).
7% liquidity, 3.33% ecological community, 13.57% marketing.
The fundamentals are an Agent platform that can provide Crypto information organization, answers to DeFAI questions, and automated operations, with arbitrage programs predicting market trends running automatically, etc. (Simply put, Surf Copilot leans towards information collection, while UnifAI leans towards automated execution; I have used both for quite a long time).
CA(BSC): 0x3e5d4f8aee0d9b3082d5f6da5d6e225d17ba9ea0
Alpha opens at 19:00, BN contract at 19:30, airdrop collection at 21:00.
Total token supply 1B, initial circulation 23.9% (initial circulation source CMC).
7% liquidity, 3.33% ecological community, 13.57% marketing.
The fundamentals are an Agent platform that can provide Crypto information organization, answers to DeFAI questions, and automated operations, with arbitrage programs predicting market trends running automatically, etc. (Simply put, Surf Copilot leans towards information collection, while UnifAI leans towards automated execution; I have used both for quite a long time).
See original
『11.5 $TURST $SENTIS New Coin Research』
$TURST
CA(Base)：0x6cd905df2ed214b22e0d48ff17cd4200c1c6d8a3
alpha opens at 17:00, BN contract at 17:30
Total supply 1B, initial circulation 18.23%
2.05% treasury, 10% community distribution, 3.68% ecological incentives, 2.5% liquidity
Whether to pay attention to the airdrop situation at the opening (I checked the official Twitter, and airdrop claims need to be registered in advance, so some shares are likely to be cut, and there is no specific airdrop time mentioned, likely high control)
The fundamentals are a decentralized identity infrastructure based on knowledge graphs
European and American team, the founder is in Puerto Rico (you can Google this region; it has an interesting relationship with the United States). They have good industry experience and have worked at Consensys for a long time
CA(Base)：0x6cd905df2ed214b22e0d48ff17cd4200c1c6d8a3
alpha opens at 17:00, BN contract at 17:30
Total supply 1B, initial circulation 18.23%
2.05% treasury, 10% community distribution, 3.68% ecological incentives, 2.5% liquidity
Whether to pay attention to the airdrop situation at the opening (I checked the official Twitter, and airdrop claims need to be registered in advance, so some shares are likely to be cut, and there is no specific airdrop time mentioned, likely high control)
The fundamentals are a decentralized identity infrastructure based on knowledge graphs
European and American team, the founder is in Puerto Rico (you can Google this region; it has an interesting relationship with the United States). They have good industry experience and have worked at Consensys for a long time
See original
‘Base Season and the Ecological Paradigm of Intuition’
In 2025, the crypto market ushered in a new narrative of compliance, with Base becoming one of the core participants in this wave.
Starting in 2024, Base's TVL increased from $400 million to over $5 billion, becoming the fastest-growing Layer 2 in the world within just a few months.
On the surface, Base is just another Layer 2 within the Ethereum ecosystem. In reality, it represents Coinbase's gradual migration of the 'user trust and compliance foundation' accumulated over the past decade in centralized trading systems to on-chain infrastructure.
Its business matrix has extended from a single trading platform to the on-chain ecosystem:
Starting in 2024, Base's TVL increased from $400 million to over $5 billion, becoming the fastest-growing Layer 2 in the world within just a few months.
On the surface, Base is just another Layer 2 within the Ethereum ecosystem. In reality, it represents Coinbase's gradual migration of the 'user trust and compliance foundation' accumulated over the past decade in centralized trading systems to on-chain infrastructure.
Its business matrix has extended from a single trading platform to the on-chain ecosystem:
Login to explore more contents