$SENT

CA(BSC):Not yet announced, will update later

CA(ETH):0x56A3BA04E95d34268A19b2a4474DC979baBDaf76

Pre-sale time 20:00 - 22:00, Alpha 1.22 opens at 18:00, BN spot at 20:00, airdrop collection time not specified

Total token supply 34.35B (2 to the power of 35), initial circulation is 21.065%

2% BN Prime pre-sale, 13.2% community incentives + airdrop (no details on airdrop share), 5.865% ecology and R&D

The fundamentals are an open-source AGI network that provides Agents, models, data, computing resources, etc. (The current narrative has pivoted; initially, it was intended to create a web3 version of GitHub)

Indian team, a classic project from Polygon founder Sandeep (historically, the ones he participates in or endorses usually don't have good outcomes. And what I heard is that this project was found by an Indian team through Vietnamese outsourcing 😂).

Round 1 financing raised 8500w, and this round of financing was obtained without a complete product and narrative pivot. The financing background is very strong, with several top US institutions such as Pantera, Framework Ventures, Founders Fund, etc. participating.

The pre-contract price is currently close to the pre-price, around 0.02, corresponding to 6.87 billion FDV (normal price).

Pre-sale terms: 760w financing 2% tokens, corresponding to 3.8 billion FDV. 225 threshold.

Gameplay: Just observe as a Western gathering, I personally believe the narrative level does not hold, so the speculation value is far greater than the practical value. Let's see if there will be an early announcement of BN spot in the next few days, along with Han and cb.

The pre-sale is basically like participating in a financial management bureau; the alpha opening did not drop below the pre-sale cost price (at least I haven't seen any of the previous pre-sales dropped below).

In my opinion, this project is pure garbage, but after all, their background resources are there, just respect and fear. The game theory of the current pre-price is still relatively average, let's see if there are opportunities to reach near the pre-sale cost price later.

$FIGHT

CA(BSC): 0xb2d97c4ed2d0ef452654f5cab3da3735b5e6f3ab

CA(SOL): 8f62NyJGo7He5uWeveTA2JJQf4xzf8aqxkmzxRQ3mxfU

alpha opens at 19:00, airdrop claim time at 20:00.

The initial total supply of tokens is 10B, with an initial circulation of 20.5% (circulation data from CMC).

15.5% community (including airdrop, but no specific share mentioned), 5% liquidity.

The fundamentals are a fan economy platform combining UFC and Web3.

The founder appears to be of Chinese descent, but is probably an ABC. Their background is very glamorous; they previously worked in traditional arts and games, with well-known games like (Plants vs. Zombies) and (Angry Birds) created by their studio. They are also the official partner of UFC digital collection; additionally, they have invested in several well-known projects in Web3, such as Polkadot, Near Protocol, Galxe, and are also involved in VC investments.

There are investors and advisors, but no specific details disclosed.

Originally held a few pre-sales on Holoworld (it was very popular at that time), announced full refunds yesterday, but the airdrop is still given (TGE circulation is 0.2%).

  • For all ICO, x402, and Holler event participants: 0.2% of total supply unlocked at TGE, 0.15% unlocked on the 7th day, 0.15% unlocked on the 14th day.

  • For $HOLO stakers: 0.15% of total supply unlocked on the 7th day, 0.2% unlocked after the first month.

The current pool price is 0.015, corresponding to 150 million FDV and 30.75 million circulating market value (normal price). The average transaction price before the opening is around 0.017-0.018, but the transaction volume is generally not very valuable for reference.

Gameplay: For such projects, there is no need to look at the narrative. The founder's background and resources must be very good, and choosing to refund all and give airdrops close to TGE (I personally tend to think this is a good thing; historically, such situations generally do not perform poorly).

I personally think there is a contract as expected (it has already been listed on cb, and the remaining relationship with the founder should not be a big problem).

The opening selling pressure is about 1.2% (corresponding to 180w selling pressure), I don't think this selling pressure is large for this project.

Currently considering buying some if there is no particularly severe drop in the first few minutes before opening, then wait until 20:00 when airdrops are available to see specific selling pressure before deciding whether to sell some or wait for a suitable opportunity to buy back.

———

Still DYOR haha.

#Alpha新币分析 #Sentient #Fight