cryptoHowe

『12.5 $POWER New Coin Research』

———

$POWER @PowerPrtcl

CA(BSC)：0x9dc44ae5be187eca9e2a67e33f27a4c91cea1223
CA(ETH)：0x9dC44ae5BE187ECA9e2A67e33f27A4c91cEA1223
CA(RONIN)：0x394cEF8bDd737EE24DBc9f43d0d5D2ab83136054

alpha 18:00 Opening

Total token supply 1B, initial circulation is 21%

5% liquidity, 2.8% ecological fund, 13.2% community rewards

The fundamentals are infrastructure protocols related to entertainment

European team, core members have extensive experience in entertainment/gaming, the whole team comes from the @PixionGames project (the biggest risk here is that the product makers and the coin operators are two different groups)

No specific financing rounds and amounts are mentioned, relevant investors include Delphi Digital, Spartan, Anomica, Ronin, etc. The lineup looks okay

Gameplay: The project narrative track is not very good, has been disproven, and there is not much real buying power. The overall Tokenomics and financing information are too simple to draw many valid insights

It's easy to see from the team background that the actual coin operation is not done by the project itself, likely controlled by VCs

Not recommended to touch, I personally believe this kind of project has no contract expectations

———

Still DYOR haha

#Alpha新币分析 #PowerProtocol

『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

"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

『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

『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

『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

『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

『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

『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

『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

『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

『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

『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

『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

『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