『1.9 $DN New Coin Research』
———
$DN
CA(ETH/Base/BSC): 0x9B6a1d4fa5d90E5f2D34130053978D14Cd301d58
Alpha at 16:00, airdrop claiming time not specified
Total token supply: 100 million, initial circulating supply: 22.5%
12% network emission + Grants, 1% treasury, 7.5% liquidity, 2% airdrop
Fundamentals are AI infrastructure, providing models, computing power, and data (‼️official Twitter claims it was built in three months, CEO's Twitter is clearly staged, all data is likely fabricated)
Team information is unknown; the only visible CEO appears to be a figurehead. I suspect the project is backed by Chinese-speaking individuals (though no direct evidence)
Three funding rounds were disclosed, only two publicly revealed: Seed round at $25M FDV, raised $2M (corresponding to 8% tokens); Strategic round at $75M FDV, raised $3M (corresponding to 4% tokens). The investors are generally unimpressive, though one is a Chinese-speaking firm (the one Yueya is in); the remaining first Private Round, I estimate a reasonable valuation of $10M FDV for $1M (known to give 1% tokens)
Current pool price: $0.8, corresponding to $80M FDV and $180M circulating market cap (normal price)
Gameplay: Fundamentals are weak overall, a purely three-month sprint alpha packaging project (or possibly a shell company), I personally believe there is no contract expectation
The risk-reward ratio is very poor: first, the cost of Seed and Private rounds was extremely low, and the opening price already offers several times the profit; second, risks are uncontrollable, no airdrop checker or official announcements, tokens are almost entirely held by the project team
———
Still DYOR, folks
#Alpha新币分析 #DeepNodeAI