麻子新
--
$WLFI is going live on September 1st, the big one is finally here✨
First, let's talk about costs:
A total of 8 rounds of financing, with disclosed amounts adding up to $2.26 billion. The most outrageous is the ALT5 Sigma deal, that $1.5 billion equity acquisition, which directly pushed the valuation to the ceiling. In comparison:
The first public offering was $0.015,
The second phase was $0.05;
ALT5 priced it at $0.2, which is equivalent to 13 times and 4 times the public offering price.
Now, looking at the unlock:
Public offering 20% TGE, the remaining 80% will be decided by community vote.
The team / advisors / partners are all locked up.
Will the strategic round institutions unlock? The official statement has never been clear, and this is the biggest uncertainty.
The launch timing is very strategic; during a hot market, it is basically predictable:
👉 Exchanges will engage in fierce debut battles
👉 Liquidity will be crazily drained
👉 Various “get rich quick screenshots” will flood the screen
The previous off-market transactions were in the range of $0.1–0.2, corresponding to a valuation of $10 billion–$20 billion. Some in the market have even called for $0.4 (approximately a $40 billion market cap). If the opening price indeed reaches $0.3, $0.4, or even hits $1:
0.3 = $30 billion market cap
0.4 = $40 billion market cap
$1 directly jumps to $100 billion, competing head-on with top projects
Early birds of the first and second phases, any opening price would yield several times or even tens of times profit, and how the selling pressure unfolds after unlocking is something everyone has in mind.
In short, WLFI's opening on September 1st is going to be a grand show:
In the short term, it’s an exchange carnival + on-site and off-site scramble for funds;
In the medium term, we need to monitor unlocking and liquidity depth;
As for whether it can maintain a $100 billion market cap in the long term, it depends on whether the project team can tell a convincing story.
In summary: This wave is definitely a lively situation, don’t get misled by the teachers' screenshots.
First, let's talk about costs:
A total of 8 rounds of financing, with disclosed amounts adding up to $2.26 billion. The most outrageous is the ALT5 Sigma deal, that $1.5 billion equity acquisition, which directly pushed the valuation to the ceiling. In comparison:
The first public offering was $0.015,
The second phase was $0.05;
ALT5 priced it at $0.2, which is equivalent to 13 times and 4 times the public offering price.
Now, looking at the unlock:
Public offering 20% TGE, the remaining 80% will be decided by community vote.
The team / advisors / partners are all locked up.
Will the strategic round institutions unlock? The official statement has never been clear, and this is the biggest uncertainty.
The launch timing is very strategic; during a hot market, it is basically predictable:
👉 Exchanges will engage in fierce debut battles
👉 Liquidity will be crazily drained
👉 Various “get rich quick screenshots” will flood the screen
The previous off-market transactions were in the range of $0.1–0.2, corresponding to a valuation of $10 billion–$20 billion. Some in the market have even called for $0.4 (approximately a $40 billion market cap). If the opening price indeed reaches $0.3, $0.4, or even hits $1:
0.3 = $30 billion market cap
0.4 = $40 billion market cap
$1 directly jumps to $100 billion, competing head-on with top projects
Early birds of the first and second phases, any opening price would yield several times or even tens of times profit, and how the selling pressure unfolds after unlocking is something everyone has in mind.
In short, WLFI's opening on September 1st is going to be a grand show:
In the short term, it’s an exchange carnival + on-site and off-site scramble for funds;
In the medium term, we need to monitor unlocking and liquidity depth;
As for whether it can maintain a $100 billion market cap in the long term, it depends on whether the project team can tell a convincing story.
In summary: This wave is definitely a lively situation, don’t get misled by the teachers' screenshots.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.