大老师Bugsbunny|Apr 18, 2025 11:48
I also want to talk about the new currency BANK @ LorenzoProtocol (Non Guang)
I've been a bit lazy lately, but I hope to do a long-term analysis of the listing of new coins.
At present, there is no disclosure of financing and valuation information.
Partners has emerged with Arkstream Waterdrop Capital, NGC DHVC Foresight, ABCDE
Currently, Babylon has also fallen below its initial valuation. To some extent, the entire BTCfi track has been falsified.
Then we can't talk about the prospects of this track, we can only talk about it from the perspective of secondary market PVP. Institutions will not focus on this project and will mainly sell tokens. High opening positions will adopt hedging to lock in profits, which requires extra attention to risks.
If we talk about personal valuation, the maximum valuation for this project is between $50 million and $100 million, all of which are relatively high. (This does not mean that it cannot be pulled high, but rather that it has almost only the attributes of a plate/shell)
We are also wary of the potential risk of contract explosion against competitors, which is almost the main mode of profitability for this project.
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