Marielle Bayley sTnM
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This afternoon, the dealer suddenly pushed the market up to 0.1. Compared to Broccoli Dog, the good point of Kilo is that it has a solid exchange business model. It won't go to zero, and there is a valuation support to the downside. Binance's determination to strengthen the chain is clear, and I hope to support this OPBNB chain's perpetual contract as the first exchange.
#kilo FDV Valuation
Core Business Data
https://app.kiloex.io/stats
TVL: 44.44M
daily volume: 60M ~ 90M
FDV based on 2x TVL is 88.88M, which is roughly the current price.
What multiple is appropriate is a matter of speculation.
For example, the Storm on the ton chain is only 0.55.
For example, Synthetix (https://defillama.com/protocol/synthetix#information ) is 2.78.
For example, the leading hyperliquid (https://defillama.com/protocol/hyperliquid) is 48.
daily volume indicates that Kilo's volume is decent, and can be considered in the first tier. Comparable to Drift and GMX. But it's uncertain how much of that volume is inflated.
Conclusion: If FDV drops to a valuation of 1x TVL, it could be a good entry point, as the risk-reward ratio would be appropriate. Corresponding coin price is 0.04444.
Core Business Data
https://app.kiloex.io/stats
TVL: 44.44M
daily volume: 60M ~ 90M
FDV based on 2x TVL is 88.88M, which is roughly the current price.
What multiple is appropriate is a matter of speculation.
For example, the Storm on the ton chain is only 0.55.
For example, Synthetix (https://defillama.com/protocol/synthetix#information ) is 2.78.
For example, the leading hyperliquid (https://defillama.com/protocol/hyperliquid) is 48.
daily volume indicates that Kilo's volume is decent, and can be considered in the first tier. Comparable to Drift and GMX. But it's uncertain how much of that volume is inflated.
Conclusion: If FDV drops to a valuation of 1x TVL, it could be a good entry point, as the risk-reward ratio would be appropriate. Corresponding coin price is 0.04444.
See original
#kilo FDV Valuation
Core Business Data
https://app.kiloex.io/stats
TVL: 44.44M
daily volume: 60M ~ 90M
FDV based on 2x TVL is 88.88M, which is roughly the current price.
What multiple is appropriate is a matter of speculation.
For example, the Storm on the ton chain is only 0.55.
For example, Synthetix (https://defillama.com/protocol/synthetix#information ) is 2.78.
For example, the leading hyperliquid (https://defillama.com/protocol/hyperliquid) is 48.
daily volume indicates that Kilo's volume is decent, and can be considered in the first tier. Comparable to Drift and GMX. But it's uncertain how much of that volume is inflated.
Conclusion: If FDV drops to a valuation of 1x TVL, it could be a good entry point, as the risk-reward ratio would be appropriate. Corresponding coin price is 0.04444.
Core Business Data
https://app.kiloex.io/stats
TVL: 44.44M
daily volume: 60M ~ 90M
FDV based on 2x TVL is 88.88M, which is roughly the current price.
What multiple is appropriate is a matter of speculation.
For example, the Storm on the ton chain is only 0.55.
For example, Synthetix (https://defillama.com/protocol/synthetix#information ) is 2.78.
For example, the leading hyperliquid (https://defillama.com/protocol/hyperliquid) is 48.
daily volume indicates that Kilo's volume is decent, and can be considered in the first tier. Comparable to Drift and GMX. But it's uncertain how much of that volume is inflated.
Conclusion: If FDV drops to a valuation of 1x TVL, it could be a good entry point, as the risk-reward ratio would be appropriate. Corresponding coin price is 0.04444.
See original
#kilo
Negative Factors:
1. The pledge mechanism is problematic; withdrawing within 15 days results in a 50% loss of coins, leading to community dissatisfaction.
2. The airdrop was conducted very unprofessionally, with fewer tokens given, which upset the community.
3. Expectations for listings have decreased; recent listings on Binance have plummeted. Additionally, many DEX projects supported by the Binance ecosystem exist, and Kilo is just one of them.
4. Trump's tariffs create disturbances, and the overall market is poor.
5. The project's own business data, such as TVL and daily trading volume, are manipulated and not sustainable; the valuation is inflated.
6. A domestic project.
7. The airdrop has not yet been fully processed, and the selling pressure from the airdrop has not dissipated.
Positive Factors:
Almost none; the expectation logic for Binance spot trading has failed. It purely depends on whether the project party decides to pump the price.
Action Plan:
Monitor for potential re-entry if market capitalization falls below 50 million. During the TGE, I didn't sell when the market changed during the new token launch and instead bought in at a high valuation of 200 million, resulting in significant losses.
Negative Factors:
1. The pledge mechanism is problematic; withdrawing within 15 days results in a 50% loss of coins, leading to community dissatisfaction.
2. The airdrop was conducted very unprofessionally, with fewer tokens given, which upset the community.
3. Expectations for listings have decreased; recent listings on Binance have plummeted. Additionally, many DEX projects supported by the Binance ecosystem exist, and Kilo is just one of them.
4. Trump's tariffs create disturbances, and the overall market is poor.
5. The project's own business data, such as TVL and daily trading volume, are manipulated and not sustainable; the valuation is inflated.
6. A domestic project.
7. The airdrop has not yet been fully processed, and the selling pressure from the airdrop has not dissipated.
Positive Factors:
Almost none; the expectation logic for Binance spot trading has failed. It purely depends on whether the project party decides to pump the price.
Action Plan:
Monitor for potential re-entry if market capitalization falls below 50 million. During the TGE, I didn't sell when the market changed during the new token launch and instead bought in at a high valuation of 200 million, resulting in significant losses.
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