1⃣Kaito
Essentially, helping project parties do social media marketing through YAP incentives is a great intention, but the algorithm still has a lot of room for improvement. For example, many low-weight accounts make less impact than some major influencers, including higher interaction weight, leading to a pyramid effect where ordinary promoters lose interest and choose to interact in major influencers' comments. At the same time, social media is flooded with various homogeneous 'kaito' voices.
If you don't understand, just ask:
1. Can score increases be a periodic update instead of daily, as this makes the specific algorithm easy to guess?
2. Adjust interaction weight or have a decreasing mechanism based on fan count and reading numbers, while also using AI to analyze the content's similarity and originality.
Now let's talk about the price of NFTs: the current floor price is 7E, worth 2.3WU. The profit-loss ratio is already quite exaggerated, 1500 NFTs even if all airdrops would be 3450WU. The project raised a total of 10.8 million, isn't that a bit unrealistic? I suggest ordinary people not to FOMO too much into raising the price.
https://opensea.io/collection/kaito-genesis
2⃣SoonSVM
Price 1200 for 3 months unlock, cost 0.375
3800 for 1 year lock-up, 12 months linear unlock, cost 0.296
30000 for 1 year lock-up, 36 months linear unlock, cost 0.12
The highlight of this project is the impressive background of the founders, with a bunch of angel co-builders basically being major players. The absence of VC selling pressure has become a major selling point. Initially, it looked promising, but after the testnet, they messed it up with a sales pitch. There must be costs to list on exchanges, right? Marketing requires money, right? Team development requires money, right?
No matter what, it's starting at a million dollars, so it can only be said that there are no VCs holding a lot of chips, but there is still selling pressure.
https://comming.soo.network/
Price 1200 for 3 months unlock, cost 0.375
3800 for 1 year lock-up, 12 months linear unlock, cost 0.296
30000 for 1 year lock-up, 36 months linear unlock, cost 0.12
The first round supply is 15825 (with two more rounds to come), roughly calculated at an average price of 2000, 16000 would be 3200WU... The cheapest FDV is also 3.75 billion + 3 months unlock. Referencing the recent @sonicSVM raising 16 million, listing on Upbit and OKX is quite good, MC 280 million, FDV 1.9 billion.
Busy guessing if it will sell out, can sneak in a last-minute buy. If not much is sold, buy a cheap one to play with. If it lists on top exchanges like Upbit/Binance, there is a chance to make money, but betting in the face of time is riskier.
3⃣Solayer
Raised 12M, originally the team and background were solid. Right before the TGE, they sold 10.5M tokens through buildpad without locking. A 3.5 billion FDV on top exchanges isn't a loss, but honestly, I don't understand why they need so much. By the way, while it's said to restrict so many countries for compliance, it just benefits those selling KYC.
The question is not whether it will be listed, but whether retail investors can grab it. 🤣 Generally, it's profitable and limited to 2000U/pp, but of course, great studios might get thousands.
https://www.buidlpad.com/solayer
PS: Also, one of these three projects has a good chance of being listed on a top exchange.
Not investment advice