"10.23 $APR $MET New Coin Research"

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$APR @aPriori【预售玩法】

CA(BSC): 0x299ad4299da5b2b93fba4c96967b040c7f611099

Starts at 16:00, ends at 18:00

Total supply of tokens is 1B, with initial circulation expected to be around 20% (not specified).

The known unlocked shares are 16% foundation, 12% airdrop, 22% community incentives, 17% ecosystem normal, and 1% liquidity (the specific unlocked shares are not specified, but it is mentioned that the majority of the airdrop will be unlocked on Monad).

The fundamentals are the liquidity staking protocol on Monad (which should be the largest in the ecosystem at present).

The American team has two co-founders with decent backgrounds. One previously worked at Jump Trading and Jump Crypto and is a core contributor to Pyth, while the other has experience as an engineer at Coinbase (it's difficult to assess whether they were in a very core position in their previous roles, so I'll take that with a grain of salt).

In the 3 rounds of financing, we raised 30.7 million USD (with an interim round valued at 100 million), and there is still one round of strategic investment from Yzi Labs that has not been disclosed. The overall investment background is quite good, with investments from ConsenSys, Pantera, and Monad co-founder Keone among others.

New issue terms: 5 million FDV financing 75,000 USD, that is, 1.5% token for financing. 240 points threshold.

Gameplay: Overall, I think it's actually average, especially as a leading DeFi project with a TVL of only over 5 million Mon. There are no particularly outstanding data and mechanisms, just a relatively strong endorsement.

Given that this is a presale game, I will invest 5 million FDV, basically can't lose.

But to be honest, I don't think this project has a particularly high ceiling, the expectations are not high, and I don't plan to buy in at the secondary market; at most, I'll participate in the presale as a simple investment.

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$MET @MeteoraAG

CA(Sol): METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL

alpha 21:00 open

Total token supply is 1B, initial circulation is 48%, and I believe the selling pressure is very high (almost everything except for the liquidity part is selling pressure).

20% Mercurial participants (a previously failed project by the project party, then migrated proportionally, defaulting to all being sell pressure), 15% LP users, 3% Launchpad/Launchpool users, 2% off-chain contributors, 3% Jupiter staking users, 3% Listing and Marketing, 3% $M3M3 users (if I remember correctly, this is a coin previously issued by the project party, defaulting to all being sell pressure)

The fundamentals are a well-known liquidity protocol on Solana, and most Meme LP pools originate from here.

The team background is great, it's a project done by the original team of Jupiter.

After obtaining one round of financing in 2021, it stopped financing and did not disclose specific information. However, this indirectly indicates that the project's cash revenue is very good.

Gameplay: Shorting at the opening, this kind of "conscientious" + large coin distribution + tokens with no utility at all is a must short at the opening for big truck projects.

The current pre-market price is 960 million FDV, which is 0.96. Based on previous data calculation methods and considering the current selling pressure, I personally believe the reasonable price is around 0.45 (i.e., half of the pre-market price).

So during the TGE, there will be direct sales of airdrops. Personally, I will consider shorting depending on the situation. I will wait until the selling pressure is mostly digested, then there will be a period of sideways consolidation, and only then will I consider entering near a reasonable price above for a second expectation.

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Summary: $APR overall feels average, with a presale of 500w FDV I will participate; $MET is bearish at the opening, and if it consolidates around 0.45 for a period of time afterward, I will consider entering for a second segment expectation.

Still DYOR ha

#Alpha新币分析 #aPriori #Meteora