Now looking back at the analysis from that time, and then looking at the doubts in the comments section, the haters spoke!!! Actually, when I wrote the $AST analysis, there was a price analysis, but I was afraid of being criticized too harshly, so I didn't post it on Twitter, but I have a backup. If calculated based on the data at that time, Hype revenue / Aster revenue is about 14.87 times. 550 / 14.87 = 3.7 billion, this should be Aster's fdv. 37 / 80 = 0.46 fdv / total supply = coin price. So, without considering the premium, Aster's coin price should be 0.46 (with a 5.5x upside potential). The above analysis is based on data from September 10. I don't want to argue with you; those who understand will compare. Back to the $AST airdrop itself, as long as those who worked on this project with me before made money, but I damn sold too early!!!! How can it pump like a single-player coin!! I sold half at 0.084, and I still have a few tens of thousands left, ready to hold and see,...
Today, the details for exchanging $APX for $AST were just announced, and I will discuss $AST from an objective perspective, while also analyzing whether the current price of $APX is reasonable. 1. First, let's compare the leading dex-perp $HYPE with $AST. $HYPE circulating market cap: 18.4 billion FDV: 55 billion 7-day revenue: 15.92M Market share: 85%+, 97% of revenue is used for buybacks, and they will also issue a stablecoin soon. $AST: 7-day revenue: 1.07M (before the TGE announcement, the daily average was only 0.1M) Hype / Aster revenue ratio ≈ 14.87 FDV comparison: 550/14.87 = 3.7 billion Please point out any inaccuracies. Data source: 2. From the perspective of premium: The premium point for Hype lies in high buybacks + market share + wealth creation effect. The premium point for Aster: Buybacks (proportion not announced) Airdrop (high probability of occurrence) + expectations for listing on Binance Support from the entire BSC ecosystem, BNB treasury staking...
Show original
7.21K
0
The content on this page is provided by third parties. Unless otherwise stated, OKX TR is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX TR. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX TR is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.