Waking up to find everywhere is $ept rights protection, let's briefly analyze the @RealBalanceFun project, and see if everyone's comments are correct.

Project Background and Financing Overview

- Financing Situation:

Led by a16z, with a financing amount of $30 million;

Raised $110 million through node sales,

Total financing scale reached $140 million.

- Token Information:

Total issuance of $EPT tokens is 10 billion,

Current coin price is about $0.014,

FDV (Fully Diluted Valuation) is $140 million.

Analysis:

Upon reviewing the information, I found that the nodes actually sold for $110 million, while VC only invested a total of $30 million, especially with node sales accounting for as much as $110 million, far exceeding the VC investment amount, indicating a possibility of the project team cashing out too early.

Assumption:

If I were the project team, with a total of $140 million, I would allocate $60 million to VC, allowing VC to double their returns and exit, keeping $10 million to maintain project operations for 1 to 2 years, and still have $70 million left for myself.

The incentive mechanism is insufficient, and the community believes the project team "lacks motivation for progress."

Coin Price:

Currently supported at $0.014, how coincidental,

$140 million is exactly the total financing amount, indicating a possibility of the project team defending the price at $0.014.

Node:

I heard that the node purchase is $600 each, with a yield of about 8,000 coins, $600/8,000=0.075, the coin price needs to be $0.075 to break even, which is basically a pipe dream.

Wishing everyone success in their rights protection.

The above reference data comes from

https://www.rootdata.com/zh/Projects/detail/Balance?k=MTQzMDM%3D