Is the Alpha airdrop token worth holding (for a hundredfold return)? Or is it better to cash out? Let my professional radar take a look!
Let’s start with the conclusion:
The project has a comprehensive rating of B, and after receiving the airdrop, it is recommended to partially sell: sell 50-70% to lock in initial profits, while holding the remaining portion to observe long-term growth (such as platform revenue increases and expansion of the AI market). This balances risk and opportunity, avoiding missing out on rises by selling everything or going to zero by holding everything.
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Detailed analysis:
Project overview:
PublicAI is a decentralized AI data infrastructure platform focused on collecting and annotating multimodal data (such as text, audio, video, and mapping data), ensuring transparency and incentive mechanisms through blockchain technology. The platform allows global contributors to upload, validate, and improve AI training data, thereby earning $PUBLIC tokens. The project will launch its token sale in August 2025, with the mainnet and tokens expected to go live in the third quarter of 2025. It already has over 2.9 million active contributors, covering more than 200 countries, and provides data services to enterprises like Adobe, with cumulative revenue exceeding $15 million.
Actual use cases:
PublicAI addresses the real issue of insufficient quality of AI training data, especially the decline in model performance caused by synthetic data (as pointed out by research in Nature). It aligns AI models with human feedback mechanisms, providing high-quality data annotation and validation services. Application scenarios include AI data crowdsourcing (such as creating datasets for enterprises), model evaluation and improvement, supporting cross-chain compatibility with Solana and NEAR. Unlike DeFi or NFTs, it focuses on AI infrastructure but can be expanded to game AI training or NFT data validation. The platform has delivered over 9 million validated data samples, demonstrating its practical utility.
Team strength:
The team is based in the San Francisco Bay Area and has participated in the Stanford Blockchain Accelerator project. There are no specific past project details, but the team emphasizes practical experience in the integration of AI and Web3.
Backing investment:
PublicAI has completed four rounds of financing, totaling $12 million ($10 million from institutional rounds + $2 million from CoinList public sale). Investors include top institutions such as Stanford Blockchain Accelerator (BBF), NEAR Foundation, and Solana Foundation. These investments reflect the project's recognition in the AI and blockchain fields.
Community building:
The community is large, with over 2.9 million contributors active on the platform, covering more than 200 countries. On platform X, related posts (such as token sale announcements) are highly interactive, with likes ranging from hundreds to thousands, and replies in the tens of thousands, indicating high engagement (for instance, one post has 33,295 replies). From X searches, community discussions focus on earning contributions, token economics, and the future of AI, with high activity and positive user feedback, emphasizing real revenue rather than 'points'.
Competitors:
Similar projects include Bittensor (TAO), which focuses on decentralized AI networks, but PublicAI emphasizes data collection and annotation rather than computation. In comparison, PublicAI has more active users (2.9 million vs. Bittensor's smaller scale), real enterprise revenue ($15 million), and sustainable token issuance (minted only based on revenue). Technically, PublicAI uses BFT consensus and staking validation to ensure data quality; the team places more emphasis on community-driven efforts, positioning itself as the 'human AI layer' targeting enterprise data needs, while competitors lean more towards developer tools.
Market indicators:
Total market value:
The project has not officially launched yet, with a FDV (fully diluted valuation) of approximately $70 million (based on a $0.07 token price and a total supply of 1 billion).
Exchange listing status:
Upcoming listings on exchanges like Bitget and Gate.io, supporting the $PUBLIC/USDT trading pair. Withdrawals will open on August 16, 2025. Additionally, distribution through Binance Alpha airdrop activities (users holding GT can share 350,000 PUBLIC) is planned for more platforms.
Number of holders:
During the presale phase, approximately 28.57 million tokens (2.85% of total supply) were sold via CoinList.
Market value:
Same as total market value, estimated initial circulating market cap is approximately $18 million (18% supply in circulation at TGE).
Unlocking or issuance plan:
Total supply of 1 billion tokens. Distribution includes: investors, team, community, marketing, etc. 18% in circulation at TGE (10% airdrop, 3% public sale, 5% marketing). Investors locked for 6 months, team locked for 12 months. New token issuance is only minted when the platform generates revenue from enterprise clients, at a ratio of 1:1 (no more than $1 token minted for every $1 revenue), avoiding inflation.
Trading indicators:
Weekly trading volume:
The project has not launched yet, so there is no trading volume data.
Trading volume:
No data, but strong demand in the presale phase (CoinList sale has begun), expected high liquidity post-listing, driven by interest in the AI market.
Number of holders: A wide distribution of holders indicates project stability.
No data, but the platform has 2.9 million contributors, expected to have a wide distribution of holders, and the community-oriented approach enhances stability.
Smart contract activity:
The platform uses smart contracts for staking, validation, and governance. More than 9 million data samples have been delivered, indicating active contract calls (for data uploading and validation).
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