Caution! The cost-performance ratio of WLFI has 'dropped to zero', with a 28 billion FDV + 15 times profit potential. Are ordinary investors just buying the dip?
Currently, WLFI's FDV (Fully Diluted Valuation) has lost any investment cost-effectiveness, and we advise ordinary investors not to enter blindly!
First, let's look at two shocking sets of data: Based on the contract price of $0.28 at the time of publication, WLFI's fully diluted valuation has already reached $28 billion, while its historical peak FDV soared to $55 billion—what does this mean? It is equivalent to the total FDV of the four major popular tokens: LINK, UNI, ENA, and ONDO, indicating the extent of the bubble.
Furthermore, examining the chip distribution reveals an outrageous 'wealth gap':
- A fixed total supply of 100 billion tokens, with the Trump family directly holding 22.5 billion tokens, accounting for nearly 1/4;
- Sun Yuchen spent $75 million, acquiring 3 billion tokens at an ultra-low cost of $0.015 each; now, with a contract price of $0.28, the unrealized profit has exceeded 18 times; the initial unlocking of 20% at $0.015 and $0.05 in public offerings amounts to 25 billion,
initial circulation of 220*0.2=4.4 billion
- Other early investors also 'made a fortune': Private round costs are $0.05, $0.1 (corresponding to 250 million tokens), and $0.2 (corresponding to 7.5 billion tokens); compared to the current contract price of $0.28, the minimum has nearly 18 times profit potential, with the maximum offering a 40% return.
The unlocking rules are even more precarious, akin to the 'Sword of Damocles' hanging overhead:
- Online on September 1 at 20:00 on the Ethereum mainnet, while opening for receipt and trading, 80% of the tokens have yet to be unlocked, but the specific unlocking time will depend entirely on future community governance voting decisions, with no clear timetable, leading to maximum uncertainty;
- Although the tokens of founders, team members, and advisors are initially locked, the chips of early low-cost investors are already eyeing the market—it's important to know that WLFI's massive profit expectations from private placements to futures have already been 'overdrawn'; the cost for ordinary investors buying at $0.28 on exchanges is nearly 18 times higher than the early minimum cost, placing them at an absolute disadvantage from a game-theory perspective.
Lastly, comparing with the 'successful path' of the similar type Meme coin TRUMP: Early players of TRUMP had low costs, and the market's heat and liquidity gradually fermented and formed, whereas WLFI may face concentrated selling pressure right upon launch—early investors holding 18 times, 10 times, or 40% profit have a strong impulse to take profits; once a large amount is sold, ordinary investors are likely to become the 'bag holders'.
$WLFI