cryptoHowe

『12.17 $IR New Currency Research』

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$IR @InfraredFinance 【Presale Play】

CA(BSC): 0xace9de5af92eb82a97a5973b00eff85024bdcb39

Presale time 16:00 - 18:00, market opens at 18:00

Total token supply 1B, initial circulation is 20.5% (data source CMC)

No specific token distribution ratio has been provided

The fundamentals are based on the DeFi ecological protocol built on Berachain PoL, and it is also one of the key projects in Berachain Spotlight

Team information is unknown; based on existing information, it can be speculated that it is a foreign project, but the possibility of Chinese involvement cannot be ruled out

Raised 18.75 million USD in 3 rounds of financing, notable institutions include Framework Ventures and Yzi Labs (a separate strategic round)

The total value locked (TVL) of the entire protocol is only over 200 million USD, peaking at over 2 billion in the first half of the year

Current pool price is 0.095, corresponding to 95 million FDV and 19.475 million circulating market value (normally low price)

Presale terms: not yet announced, updates will follow

Play: Overall fundamentals are decent; I think it is passable. It is just an ecological project of Berachain, and currently, there are no standout performances among existing Berachain ecological projects, including the official ones

However, given that so much money has been raised and Yzi Labs has invested, if relationships are well managed, there is still potential in the contract

Finally, there is a rather strange point: the on-chain TGE is at 16:00, but CEX will not open until 20:00, including the distribution of CEX presale airdrops (historically, there has always been a gap of one to two hours)

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Still DYOR haha

#Alpha新币分析 #Infrared

『12.16 $MAGMA New Token Research』

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$MAGMA @Magma_Finance

CA(BSC)：Not available, updates to follow
CA(Sui)：0x9f854b3ad20f8161ec0886f15f4a1752bf75d22261556f14cc8d3a1c5d50e529::magma::MAGMA

Alpha launch time unknown, estimated at 18:00 or 19:00

Total supply 1B, initial circulation at 20.06%

10% community incentives and airdrops, 2% liquidity, 7% foundation and marketing, 1.06% ecosystem revenue

The fundamentals are based on the Move programming language built Sui AMM DEX

Team information unknown, based on existing information, it can be speculated to be a project from China. Observing their Twitter, they seem to have good relations with some project parties under the Sui ecosystem, such as the founders of Walrus and MystenLabs

In the first round of financing, they raised 6 million USD, announced more than a week ago. The investing institutions are all Chinese, likely just a speculative project. From the list, the one with the most speculative capability should be Navi Protocol (this one I recall is also not very reputable)

Current pool price 0.11, corresponding to 110 million FDV and 25.33 million circulating market value (normal price)

Gameplay: Overall fundamentals look decent, it can be considered a small popular project, the project party has also found quite a few people for promotion, clearly a domestic project

It seems to have contract potential, but certainty is low, must consider the launch performance further

If this launch still only has the Sui chain without the BSC chain, then if they provide a contract later, it is likely to be the peak point (reference $US)

If it also goes on the BSC chain, liquidity will be relatively better, providing room for fluctuations. The premise is that the launch is low or within a normal valuation range (personally believe under 300 million is considered normal)

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Still DYOR, ha

#Alpha新币分析 #MagmaFinance

『12.12 $RAVE New Coin Research』

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$RAVE

CA(BSC)：0x97693439ea2f0ecdeb9135881e49f354656a911c
CA(ETH)：0x17205fab260a7a6383a81452cE6315A39370Db97

alpha 20:00 Opening

Total Token Supply 1B, Initial Circulation 23.03%

15.03% Ecosystem, 3% Airdrop, 5% Liquidity

The fundamentals are entertainment culture brands, such as selling tickets in collaboration with concerts

Team information unknown, core team members include Wildwood (an industry godfather figure, previously involved in Disney's Star Wars/Avatar projects) and former Coinbase/Base engineers【This part is excerpted from KOL advertising content】

However, from the available information, I feel that the operation is led by a domestic team (only found a bunch of Chinese-speaking KOLs for advertising, not much overseas promotional content seen)

Currently, the pool price is 0.11, corresponding to 110 million FDV and 25.33 million circulating market cap (normal price)

Play: The narrative fundamentals of the track are average, and the project's revenue based on advertising data shows that last year alone there was 1.3M, totaling 3M in revenue (which is laborious work)

Currently, if the airdrop selling pressure is calculated at the pool price, it is about 3.3 million USD, let's see if it can drop below 100 million FDV

Personally, I tend to have contract expectations, but the certainty is not as high as yesterday, needs to combine with market trends

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Still DYOR haha

#Alpha新币分析 #RaveDAO

The judgment is correct; both of yesterday's new coins were given contract positions today!

『12.5 $POWER New Coin Research』

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$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

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Still DYOR haha

#Alpha新币分析 #PowerProtocol

『12.1 $RLS New Currency Research』

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$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.

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Still DYOR haha

#Alpha新币分析 #Rayls

"11.29 $GAIX New Coin Research"

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$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

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Still DYOR haha

#Alpha新币分析 #GaiAI

『11.27 $GUA New Currency Research』

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$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

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Still DYOR ha

#Alpha新币分析 #SUPERFORTUNE

『11.25 $IRYS New Coin Research』

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$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

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Still DYOR, ha

#Alpha新币分析 #Irys

『11.24 $SSS New Coin Research』

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$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

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Still DYOR haha

#Alpha新币分析 #Sparkle

『11.23 $KO New Coin Research』

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$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.

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Still DYOR haha

#Alpha新币分析 #KyuzosFriends

『11.22 $DIGI New Coin Research』

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$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

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Still DYOR ha

#Alpha新币分析 #DIGI_MineD

『11.21 $ARTX New Coin Research』

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$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

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Still DYOR ha

#Alpha新币分析 #ULTILAND

『11.19 $GAIB New Coin Research』

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$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

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Still DYOR, ha

#Alpha新币分析 #GAIB

『11.18 $DGRAM New Coin Research』

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$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

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Still DYOR haha

#Alpha新币分析 #DatagramNetwork