$COAI @ChainOpera_AI
CA(BSC)：0x0a8d6c86e1bce73fe4d0bd531e1a567306836ea5
alpha 15:00 market opens, BN contract 15:30
Total token supply 1B, initial circulation 19.65%, selling pressure around 7.2% (community incentives likely capped, actual should be Alpha 3%, highly controlled)
1% liquidity, 5.45% ecological development, 4.2% community incentives (likely capped), 9% airdrop rewards【First round airdrop 1.5%, of which Alpha 3% (actually gave 1%)】
‼️Note that airdrop starts at 4 o'clock, with a time difference of one hour after the market opens
The fundamentals are the AI Agent network (conventional AI narrative)
Team background, one co-founder is a Chinese with a PhD from the University of Southern California; another co-founder is a foreigner, a professor at the University of Southern California, and an IEEE Fellow. Most VCs are attracted to the professor's credentials.
So the division of labor between the two is likely that the Chinese handles the Crypto part (financing, MKT, PR, etc.), while the foreigner manages the product part.
Round 1 financing raised 17 million USD (allocated 15.9% tokens), VC background is standard, MM is likely to involve Amber (I actually have a question here, logically this team's background shouldn't just be like this, speculating the Chinese's financing ability is weaker, referencing the COO of the neighboring Sahara).
VC cost price is 107 million FDV, corresponding price is 0.107.
Play style: can play, belongs to a fundamentally sound AI project. Watch the opening situation, unlikely to open low, and selling pressure is very small.
There are two notable differences here: 1) alpha gave 3% (this fundamental aspect seems unlikely to yield such a high possibility); 2) it's rare to see Tokenomics clearly calculated for you.
Additionally, everyone's attention is currently on $XPL tonight, so there may be mismatched opportunities. But large positions are not recommended.
https://x.com/EleveResearch/status/1971071842413838416
$XPL @PlasmaFDN
CA(BSC): 0x405fbc9004d857903bfd6b3357792d71a50726b0
alpha opens at 19:00, BN already has pre-contract, 21:00 BN spot.
Initial total supply of tokens is 10B (will inflate), initial circulation is 18%, with selling pressure around 13.75% (assuming based on the pre-opening price of 0.7, approximately 920 million USD in selling pressure).
10% public sale (on-chain part, American buyers will lock up for 1 year), 8% ecological growth (0.75% Holder rewards, 1% BN regular financial activities, 0.5% Marketing, 1.5% for Marketing after 6 months), alpha 0.5%.
The fundamental aspect is a stablecoin payment public chain, and the stablecoin sector is currently worth trillions. The stablecoin sector can be said to have the largest market scale in the industry, and Plasma is backed by Tether (whether it's considered a favored child is no longer important, the sentiment is already in place), the combination has a very large imagination, and can be said to be the project with the highest expected capital carrying capacity in this cycle.
Not much to say about the team and financing, top-notch. The most important player in the investment lineup is Bitfinex.
Play style: must play, currently the strongest narrative project, capable of carrying the most funds (just think, for a new alpha coin you can invest at most a few tens of thousands of U, while Plasma can easily involve tens of millions of dollars).
Currently, 7B+ FDV is undervalued in the long term; I don't think a hundred billion valuation is a problem. The biggest controversy now is the selling pressure at the opening, making it uncertain how many pre-sale big holders will dump.
So the ideal situation is to fall first and then rise after opening, buying on dips. Bunny estimates the limit at 0.5 - 0.6 (for reference only). If it reaches that, I would put all available funds in.
$XPL The pre-contract has been open for 1 month now, and I have never seen such a standard line (textbook level).
Key position to look at these red lines.
Summary
Both projects have playability, $COAI depending on the opening looks like a quick in and out play. $XPL is the top priority today, must keep an eye on the opening, waiting for a good opportunity to buy the dip.
Still DYOR haha.
