$BNB #play

Autumn Wind Investment Research

$PLAY (PlaysOut) Total supply 5 billion, initial circulation 7.4% Binance Alpha: 7.31 16:00 (UTC+8) Binance Contract: 7.31 17:30 (UTC+8) First round funding 7 million, token allocation 10%, valuation FDV 70 million Second round funding unknown, valuation unknown, token allocation 7% If the second round valuation is consistent with the first round, then the second round funding will be 4.9 million If the second round valuation rises to 100 million, then the second round funding will be 7 million Total funding at least 7 million, estimated to be between 11.9 million to 14 million, institutional cost token price is 0.014 to 0.02 Token distribution details: Institutions: 17% First round: 10% Second round: 7% Team: 18% Team: 15% Advisors: 3% Airdrop: 6.6% (5.8%) Marketing: 8.4% (0.8%) Ecosystem: 50% (0.8%) Official Twitter has not disclosed token and airdrop related information The above information is from CMC Personally, I think the circulation is a bit too low and the shares are very strange Based on the Alpha listing The following analysis is based on current circulation After the Alpha listing, I will post updates Currently no news from Binance Wallet Assuming to give 2% of the tokens for airdrop, subsequent data will be confirmed and posted BSC Chain Deployment CA: 0xf86089B30F30285D492B0527C37b9C2225bFCF8c The project party's chips are: Airdrop (3.6%) + Marketing (0.8%) = 4.4% Long-term distribution chips are: Airdrop (1%) = 1% Initial selling pressure chips are: Airdrop (2%) = 2% Gork: PlaysOut is a global mini-game infrastructure and distribution platform, fully compatible with the mini-game framework of WeChat and Douyin, aimed at embedding modular game systems into super applications Positive aspects: 1. Initial liquidity is low, making it easy to pump 2. Investment institutions have a good background, including OKX 3. Partnership with Tencent Cloud, adding hype 4. No community airdrop has been identified, have not seen any community airdrop information Tend to be bullish, as long as it is not an exaggerated high open, do not consider shorting In the current circulation situation, buying below 0.03 is reasonable According to the data on the BSC chain, the circulation may be 17.7% 0.02 is also a relatively good position for buying, further adjustments will be made after Alpha goes live.