小捕手 Chaos
小捕手 Chaos|Aug 08, 2026 07:19
"Projects daring to go public at this stage are either giving up or holding a trump card. DOS @dappOS_com clearly belongs to the latter. 1/ Listings OKX Boost + Binance—The community has already uncovered this. This setup is basically maxed out, nothing to nitpick. But DOS still has another card up its sleeve: a Korean exchange. Whether it’s Kaito’s Pre-TGE rankings or third-party rankings in Korea, DAPPOS consistently ranks at the top. Strong community consensus combined with the AI sector’s hype gives DOS the confidence to land on Korean exchanges next. 2/ Valuation DAPPOS Series A valuation: $300M DOS pre-listing valuation: ~$320M The numbers align closely, with ~$300M being the fair market valuation based on consensus. Additionally, there are two reference points to help with evaluation: - Surf: Entered the market as the "on-chain Bloomberg terminal" and has now ventured into the vibe coding space. DAPPOS, however, has bigger ambitions: building a one-stop AI operating system that integrates intelligent decision-making, on-chain execution, and ecosystem services, specifically tailored for OPC (One-Person Company) scenarios. - Codex: As one of OpenAI’s core product lines, it boasts around 8 million weekly active users, serving as the benchmark ceiling for products in this sector. 3/ Tokenomics - Investors: 22.5% - Team: 20% - Ecosystem: 20% - Treasury: 20% - Marketing: 11.5% - Airdrop: 6% Tokens for investors and the team are subject to a 12-month lock-up period, with a high concentration of holdings. The main selling pressure at launch will come from the 6% airdrop and partially unlocked marketing tokens, but overall circulating supply is manageable. 4/ Conclusion I personally hold DOS airdrops. Conflict of interest—DYOR. #Crypto #Blockchain #AI #DOS #DAPPOS #OKX #Binance #Korea #Tokenomics #DYOR
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