Today League of Traders $LOT is having its TGE on BN Alpha, with a total supply of 1B. Can we short it?
Background Analysis:
The Korean team launched in 2020, it's just a copy trading tool, and CEX has had this feature for a long time, competition is extremely fierce!
3 years ago, they raised $2.4M in Pre-A, with a VC valuation of $18M, 13% token allocation, no new VC in 3 years, suggesting the business volume is not attracting the market.
Data Revelation:
📱 Downloads: Google Play 100K (0 reviews), App Store 10 reviews, real popularity is questionable! (The project rarely boosts downloads in the store)
🌐 Traffic: Monthly average of 37K, bounce rate 50%, estimating real users at most 7K, almost no growth in new users!
📢 Social Media: TG 27K, DC 4K, X 224K, interactions are too balanced, the comments on the TGE tweet are surprisingly not the highest, all comments are positive, suspected of boosting?
Peer FDV Comparison:
@zignaly $180M, @kryll_io $16M, @xyro_io $3M, niche track, not much to compete with.
Token Utility:
Staking, paid subscriptions, etc.
Conclusion: An old project, no white paper, simple functions, just trading competitions every week, no IT progress at all, unless listed on Bithumb, after all, 90% of Korean users are unlikely to buy from other CEXs.
Aggressive: $0.08 short immediately!
Conservative: $0.1 gradually build a position!💸