cryptoHowe

『12.30 $OOOO New Currency Research』

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$OOOO

CA(BSC)：0xf0a28bddac9d3045c95bf57df033e80685d881c0

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

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

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

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

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

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

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

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

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

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

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Still DYOR haha

#Alpha新币分析 #oooo

『12.27 $COLLECT New Coin Research』

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$COLLECT【Pre-sale Gameplay】

CA(BSC)：0x4B3D30992f003c8167699735F5Ab2831B2A087D3

Pre-sale time 16:00 - 18:00, 18:00 opening, specific airdrop time not mentioned

Total token supply 3B, initial circulation is 17.9% (source CMC)

Tokenomics no specific information

Fundamentally an art collection trading platform (mainly targeting cards)

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

Round 1 financing raised 11.5 million USD, raised in October. Investment institutions have a good background, invested in Polygon and its gaming NFT sector, as well as the $XRP project team

Current pool price 0.013, corresponding to 39 million FDV and 6.981 million circulating market value (normal low price). There is pre-market but liquidity is too low for meaningful reference, current main transaction price is around 0.021

Pre-sale terms: not yet announced

Gameplay: Overall fundamentals are okay, although the sector is quite average, the product side looks decent overall, and has good institutional backing and funds

Currently, the most important chip distribution and airdrop have no news, so it’s quite difficult to make a judgment

But it’s recommended to pay close attention to the opening situation

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Still DYOR ha

#Alpha新币分析 #Fanable

『12.22 $BTW New Coin Research』

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$BTW @BitwayOfficial【Pre-sale Play】

CA(BSC)：0x444045b0ee1ee319a660a5e3d604ca0ffa35acaa

Pre-sale time 16:00 - 18:00, opening time will be notified separately. No airdrop information seen

Total token supply 10B, initial circulation is 20%【‼️This part of the information cannot be guaranteed, two Bitway can be found on CMC, corresponding to different tokenomics】

3% Booster activity (TGE releases 0.5%), other Tokenomics information not disclosed

The fundamentals consist of a CeDeFi stablecoin yield protocol and a BTC Layer1 infrastructure protocol【‼️The original project name was Side Protocol, which had already undergone TGE around the end of last year, and after the name change, it received investment from Yzi】

A team of locals + foreigners, the Chinese co-founder has previously worked as a researcher at Binance Labs, and another co-founder met while working at the previous company, with an overall background that is quite standard

Round 1 30 million FDV financing 1.5 million USD, that is financing 5% tokens (2023 financing, institutional background is quite average); there is also Round Yzi Labs strategic round, specific information unknown

Pre-sale terms: 50k financing 1% tokens, corresponding to 5 million FDV. 216 threshold

Play: Overall fundamentals are quite average, if the performance after opening is good, it is highly likely that the project party will find market makers, there is room for play. Coupled with Yzi's strategic investment, there are expectations for contracts (but I don’t think it’s likely to launch soon)

No airdrop information seen, so overall selling pressure currently only comes from Booster + Alpha pre-sale part

The predecessor Side Protocol I remember had issued coins once, at that time it was said to be issued on Sol and its own chain, but I have not found specific tokens. I only have a vague impression that the performance at that time was quite average (if there are familiar friends, please feel free to add haha)

Overall, I think there are quite a few potential pitfalls, let’s wait and see how it goes after the opening for a while

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Still DYOR haha

#Alpha新币分析 #Bitway

『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