加密韋馱|Skanda 🔶|2月 14, 2025 03:05
Shell is the first project I explicitly did not participate in, and the reason has been mentioned before. It's not that the team is' bad ', but I don't think the team is good enough for crypto. They have the ability to do a good product, but not the ability to do a good coin. But at the secondary level, making money is more important than everything else
I started talking about the possibility of copying some shells before CZ's dog "Don't Chat" posted yesterday, for the following reasons:
-The sunk cost of the Myshell project is very high, whether it is airdrop cost, VC cost, team product cost, or Binance ecosystem related promotion cost, they are all outrageously high
-With such a high cost, it's impossible to justify an FDV of less than 300M
-Yesterday, the trading volume on BSC was over 40 million, while the other exchanges were small and the actual buying volume was very low. ETH can be ignored. This project of this size cannot make any meaningful shipments on the first day of trading volume
-If Shell is posted on the chain, we can use the standard of a regular memecoin. Currently, its hourly trading volume remains above 1M, with significant protection around 120M
-Shell's initial on chain liquidity deployment is in Native, and both they and Myshell are invested by Nomad Capital. Nomad's CEO Eric was once a key decision maker for Binance
If we want to bet on Shell, what are we betting on?
1. You can laugh at me for being under the banner, but there is indeed a certain possibility: Myshell will be upgraded to Binance at the second level.
Imagine a situation where Binance's current strategic focus is on BSC, and reviving BSC requires strong on chain assets: strong "fundamentals," strong on chain participation, and strong market capitalization. Enable value discovery and initial PVP to be completed on the BSC chain, and post on Binance after the handover is completed
That is to say, if Myshell is listed on Binance, it is not because of AI storytelling, but as a BSC module
If you believe that Myshell cannot be listed on any of Bybit's major exchanges, then its valuation is KOMA or VINU's valuation$ 30M is amazing
If you think Myshell will go public, then the current opening method can refer to COW or Cetus, which are 2-3X of the on chain price, roughly in the range of 6-800M
Once you achieve great success, your bones will wither away. Good luck, officers
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