Trending topics
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
Recently, there has been less engagement with TGE events.
Using betting on prediction markets as a benchmark,
many projects' FDV has been significantly bearish lately.
84.7% are below the opening valuation, with the median FDV dropping by 71%, and only 15% barely maintaining positive returns.
Looking at the VC path,
at their peak, they entered at 10-1000 times lower prices.
Now, projects valued in the hundreds of millions are common, and a 90% drop is the norm.
TGE events may also involve insider arrangements and making a big deal out of valuation bubbles.
I've heard that some VCs currently have two strategies that are not losing: making off-market moves, reducing investments, and exiting funds later, which is quite a pragmatic survival strategy.
The project token launch can be seen as the final liquidity exit.
After TGE, weakness will be the norm.
Top
Ranking
Favorites
