【A picture to understand
$SOMI : Dreams are bountiful, but don't fill the positions too much】
@Somnia Official One-sentence positioning
"Million TPS + Metaverse + Deflation" three-piece set, just launched and snatched by 8 exchanges, high enthusiasm, but ecology = "PPT stage".
Core data
• Total supply 1 billion, 100% circulation requires 48 months, currently only 7.4% in the market;
• 50% transaction fee directly burned, approximately 1.3 k SOMI destroyed for every 10,000 transactions on-chain;
• Node threshold 100,000 SOMI, annualized 14%↓ (decreasing with staking rate).
Sweet spot
1. Performance narrative is attractive: Sharding + asynchronous consensus, laboratory environment 1.2 million TPS, latency <0.4 s, friendly to game tick rate;
2. Go live and get listed: Gate, MEXC, KuCoin opened on the same day, short hunters made an average of 300 U;
3. Deflationary expectations: If there are 200,000 daily active users, with each making 10 transactions/day, annual destruction ≈ total supply 2%, naturally creating a short cover.
Hidden reefs
① Ecological vacuum: Mainnet 20 days, only 2 DApp "whack-a-mole" demos, real TPS <10;
② Unlocking flood: Starting from the 9th month, the team + private placement unlock 1.1% monthly for 24 months, maximum single-day selling pressure 800,000 USD;
③ Emotional premium: Trending on Twitter relies on 50,000 follower KOL rotation, but on-chain active addresses dropped from 18,000 to 9,000, divergence in volume and price.
Price script
• Optimistic: Ecological fund 200 million USD subsidizes the launch, a mini-game with 100,000 daily active users appears → igniting demand, target 0.28 U (currently 3×);
• Neutral: Sideways waiting for applications, box oscillation at 0.08–0.12 U, suitable for grid trading;
• Pessimistic: Dual blow from bear market + unlocking, retrace to 0.045 U (IEO price), stop-loss set at 0.04 U.
Operation suggestion
Spot ≤ total position 5%, batch below 0.09 U, do not trade before unlocking;
Leverage should be opened with caution, 20% spike common for hot coins;
Real heavy position signal: More than 3 chain games with over 10,000 daily active users appear, and TVL > 100 million USD.
Remember: A good concept ≠ flying immediately, let the bullets fly for a while, let the ecology run for a while, and then let the funds run for a while.
#Sonia #SOMI small positions to test the waters, large positions wait for "application landing" signal light.