The Aptos ecosystem is really about to take off.

The first phase of the Binance Wallet Bonding Curve IDO has chosen the leading DEX of the Aptos ecosystem, @hyperion_xyz, as the first project to take the plunge. In the short term, market sentiment and funds will lean towards Hyperion. A good performance is expected.

Valuation Analysis

From a valuation perspective, Hyperion's best comparable is Cetus on Sui. Both are top-tier DEXs on Move public chains, and Cetus has already had its TGE, providing a wealth of reference data.

Comprehensive Comparison:

Public Chain Background: Undoubtedly, Sui currently has a stronger ecosystem than Aptos, so Cetus gets one point.

TVL: $94 million vs $110 million, Hyperion gets one point.

Ecosystem Position: Cetus has a strong external competitor, Momentum, and is currently lagging behind Momentum in TVL. Additionally, it has recently recovered from a black swan event, making its ecosystem position unstable. In contrast, Hyperion is undoubtedly the prince of Aptos, with a cumulative trading volume exceeding $7.1 billion since its launch, demonstrating stronger ecosystem dominance.

Comparison Result: Hyperion wins two to one. Given that Cetus's FDV is currently $120 million, we reasonably expect Hyperion's FDV at launch to be above this level.

Additionally, I want to mention something about the Bonding Curve. The core of the curve auction is the link between price and demand: the more participants there are, the higher the token price; conversely, when purchasing funds decrease, the price will fall. Therefore, I do not recommend FOMOing in. If it were me, I would set a psychological expected price and patiently wait for a pullback if I couldn't buy in.

Most Important Reminder

Lastly, and most importantly, don't forget to check and claim your airdrop: https://hyperion.xyz/airdrop

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