大老师Bugsbunny|5月 28, 2025 07:41
SOPH Binance Listing Project (Non General)
@sophon
Too long to read the version
1. With a good background and a valuation of about 200-300 million US dollars, I believe it will reach a high point around 500-600 million US dollars
2. This project is modular for Zksync, especially for AI and gamefi
I think it's still a hype level project, not a landing project
3. If ZKsnyc hopes to achieve a valuation leap through this project, SOPH needs to prove that it is better to activate ZKsync related ecological projects and open up channels (positive expectation)
4. The project has a fast speed from establishment to launch, and it is better to pay extra attention to real-time monitoring of product data changes in the project
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Behind the fast access to Binance upbit, there are better resources available
According to public data, yzi labs had investments in October last year
As the largest investor before listing, one should have a significant amount of cryptocurrency rights
So listing may be easier (in simple terms, the institutions that take over the market in the last round have a high demand for listing and monetization)
ZK projects have emerged in large numbers, perhaps with the intention of promoting the story/narrative of ZK at that time, in order to achieve some hype. You can pay extra attention to ZK/privacy projects that will be launched in the future
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Personal opinion section (inaccurate, only stating personal judgment)
The launch will be at the position of 300-500 million FDV and then accept market selling pressure. Selling pressure will hit the range of 200-300 million US dollars to complete the fundraising process, and the next positive trend will be followed by a rally
Currently on OKX listing, everyone can choose @ okxchinese for spot trading OKX
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