$XAN @anoma
CA(BSC): not currently announced, but I think there should be one
CA(ETH): 0xcedbea37c8872c4171259cdfd5255cb8923cf8e7
alpha opening time unknown, likely 18:00, BN contract 18:30
Total token supply 10B, initial circulation 25%
Interestingly, the 25% includes community airdrops/Marketing/liquidity provision, generally, this kind of unmentioned defaults to high control. But we can roughly estimate how much airdrop selling pressure there is.
Currently known is 1% Kaito rewards (likely capped). Airdrop reward estimated at 2%-3%, being generous 5% (likely capped), Alpha estimated at 1%
Roughly estimate that the selling pressure won't be much.
The fundamentals are intent protocols, simply put, it is to complete various on-chain operations using natural language without worrying about the existence of different chains (similar to chain abstraction; past similar products like DappOS, but that one is garbage, cannot compare to Anoma).
European team, three co-founders have been working together since 2018, with a strong underlying technical research background. This type of team is generally very appealing to European and American VCs.
In four rounds of financing, a total of 60 million USD was raised, with one round being 2.5 million for the community. The core investors are Polychain and Electric Capital. At the same time, Coinbase Ventures has invested (cb reserved).
‼️ Here I boldly make a speculation about financing; the known total investment ratio is 31%, with four rounds of financing, among which the second round allocates 10%. Therefore, the situation from the first round to the fourth round may be:
- 67.5 million FDV financing 6.75 million, 10%
- 260 million FDV financing 26 million, 10%
- 250 million FDV financing 25 million, 10%
- 250 million FDV financing 250,000, 1%
Gameplay: Playable, I personally think it will have grand slam expectations (Teacher Bunny also mentioned it would be a grand slam). But at the opening, we need to watch the valuation situation; if it opens low, go straight up (I personally think around 500 million; isn't it reasonable for investors to double their money?).
If it's too high, first observe how much actual selling pressure there is; if it's not much, it can still go up. From the current situation, the project party has done quite well in expectation management.
$Bless @theblessnetwork
CA(Sol): A1t2UviBYwyfYZDJyKY2W6Td8ritgsCriUDuNaAQN49S
Alpha opens at 17:00, BN contract at 17:30.
Total token volume is 10B, initial circulation is about 15%, estimated opening selling pressure is below 2% (high control; there should only be selling pressure from alpha).
10% airdrop (of which 8.5% can only be claimed on the 24th), the remaining 5% is mainly for TGE marketing and liquidity provision, a very small portion is for the community. Alpha estimates 1%-2%.
‼️ What is needed here is that the project party has played a dual-token model, $TIME is the reward token, $Bless is the core token. The general rule is that $TIME issues 100 million tokens each quarter to reward operational nodes and content creation, which can be exchanged for $Bless at the end of each period.
This time, the reward given by Kaito for the airdrop is $TIME (so no matter how much is given, it won't help).
The fundamentals are hashing power mining Depin; the fundamental reference for such high control projects is not significant.
Highly likely a Chinese team, three co-founders, two of whom are Chinese, the only foreign CTO has already left. The core task should still be the CEO; he previously worked at Lightspeed China and NGC.
In two rounds of financing, a total of 8 million USD was raised, and the core investor is NGC Ventures (matched up), the rest have no highlights.
Gameplay: Playable, extremely high control, and requires skill. Look at how the opening market cap is, if it opens low, go straight in, quick in and out. This type of project depends purely on how the project party wants to play, don't think too big.
The upper limit of hashing power mining Depin projects is generally quite average, but with extremely high control, you can understand it from the neighboring 0G. Don't be too greedy; being able not to lose is already lucky.
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Summary: Both new coins today generally have playability, $XAN I personally have a grand slam expectation, but currently no positive news has been released; $Bless has extremely high control, it is recommended to go in and out quickly, if the cost is low enough to let it fly, you can hold and see if it continues to perform; if the situation isn't right, tp at any time.
Still DYOR haha.
