TownSquare @TownSquarexyz has also opened in pre-market at Aspecta, and based on this momentum, it looks like a good betting opportunity.

I have taken some positions and would like to share my logic with everyone:

1️⃣ The public fundraising target is 1 million USD, corresponding to approximately 0.67% of the total token supply.

The locking price is 0.015 USD, corresponding to a 150 million USD FDV; the non-locking price is 0.02 USD, corresponding to a 200 million USD FDV. I chose the non-locking this time.

This valuation cannot be considered particularly cheap, but it is also not so expensive that it exhausts all future expectations.

2️⃣ The pre-market price of Aspecta has already reached 2.56 USD/Key, corresponding to approximately 256 million USD FDV.

This means that the pre-market has already given a premium of nearly 28%.

The pre-market price cannot be directly regarded as the TGE price, and liquidity and depth are also limited, but at least it shows that the market is willing to give it a higher pricing upfront with real money.

3️⃣ Polymarket expectations are stable:

Currently, PM probabilities indicate that the chance of raising over 1 million USD is 99%, over 1.25 million USD is 73%, and over 1.5 million USD is 48%.

Actual fundraising has quickly reached 1 million USD, and it is highly likely to be over-subscribed; after over-subscription, it will be allocated proportionally.

As TownSquare is the first project in the Monad ecosystem to conduct a public sale via Sonar, past projects with Sonar have a strong correlation with the listing path on Coinbase, and 95% of Sonar Sale projects have listed on Coinbase. Could TownSquare be far behind?

Overall, I just took some positions to test the waters!

But at the end of the day, I am just sharing my feelings; from my perspective, I think this odds are pretty good. How to play is up to everyone to do their own research, DYOR, and not to follow blindly.

Next, we will see how much valuation the market is ultimately willing to give TownSquare.

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