Anti Fomych pfp
Anti Fomych
@anti-fomo
Thoughts on the drop market as a result of the release of STRK, ZK, ZRO: 1. The narrative of drops will not go anywhere, since drops are a common GTM strategy for entering the project market, in which they can take part of the unlocked tokens already on TGE. 2. Competition after this three will change only in the number of accounts, but the quality of the shares will actually increase quite a lot, so the final “competition” will not decrease much. Those who had farms of 100 acсs will keep 30-50 acсs for themselves, but they will make them not for $ 500, but for $ 1000 +. 3. Launch tags for 1-2 projects with high IMC in relation to FDV. Now the market does not want to buy back what is ahead has a bunch of faults and has entered a circulation of only 10% of the total value. A high IMC relatively solves this problem. 4. Drops with westing. This can partially solve the problems of the same Linea, in which there are a lot of mouths claiming to drop and which cannot be offended.
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tonight1
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tonight1
@tonight1
Анализ рынка дропов и их влияние на качество активов. Участники рынка будут сохранять доли, но повысят ценность. Выделение проектов с высоким IMC может улучшить ситуацию. Предложение дропов с вестингом может решить проблемы.
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