How to Participate in the SOON Project Like an Institution Soon Emergency Analysis (Non Guang'an Heart Edible @ binancezh) key word: 1. The project party is relatively wealthy, with a financing amount of about 40-50 million US dollars, and TGE spends about 15-20 million US dollars (inaccurate) 2. This track has strong hype value and is supported by Jump 3. The dividends brought by institutional background come to an end here, and additional attention needs to be paid to the K-line trend and market maker trading performance 4. The financing debt is about 100 million US dollars, which can be simply understood as future selling pressure (this figure is not accurate) 5. Personally, I believe that this project does not have excessively high technical barriers and should be cautious in value investing 6. With a cost of approximately 20 million dollars, it is expected to leverage at least 100 million funds I don't think this project can maintain a unit price of over $1 for the long term —————————————————————— Based on the current Binance Alpha, approximately 14964000 coins have been airdropped online From what we can see, a price of 0.5 corresponds to a circulating market value of 500 million US dollars for FDV of 100 million US dollars The airdrop value is 7.5 million US dollars, and the selling pressure here is almost the same as what Soon wants to forcefully swallow. This ratio is about 1.5%, and there is no mention of a relatively easy deal. In my opinion, there is no hope of launching Binance spot trading on the same day. Friends who want to know more can open a separate post to discuss this matter. In addition, mainstream PR platforms such as OKX Bitget Bithumb Upbit have basically confirmed that they can be listed on the spot market. Meets my previous expectations for cryptocurrency listing. But I am also thinking that having listed on so many platforms may to some extent affect Binance's decision to list. If this is achieved, then everything will be worth it. Roughly speaking, the cost is about 15 million US dollars. Based on the financing amount, it is expected to hold around 40M-50M of financing funds. According to the current FDV and valuation, there is currently twice the potential, which means the future selling pressure will be around 100 million US dollars. This is actually the debt of financing. Based on the current financing background and listing strategy, there is not much problem with this selling pressure, which is sufficient to digest. —————————————————————— So how to operate it? I think institutions will definitely lock in three times the profit, which is a $900 million FDV. At this point, the unit price is $0.9, and gradually hedge around 0.6-0.9 (institutions' hedging is often TWAP). The bottom position of the pullback is around $0.3, which is the $300 million FDV position If you are optimistic about the speculative value of SVM in this field, a price range of 0.3 to 0.4 dollars is also suitable for this layout. If calculated based on unofficial bulk OTC prices, a price of 0.2 dollars is the bottom line, and a drop below it means that the institution is bearish. I can't say the specific operation in the 0.3-0.9 range, DYOR (hedging is a professional action, novices should not imitate it, new currency has a high control rate, also pay attention to risks) (Risk: It is expected that market makers will repeatedly try to find liquidity gaps, so buying is extremely necessary for testing. After opening various contracts, this demand will be directly amplified.). —————————————————————— And the track is currently waiting to be verified. Based on my investment research, there are no technical barriers overall, and the background is good. However, the benefits brought by the background are limited to this point. The project has high hype value but low landing value. The background is also sufficient to encourage retail investors to participate, so there is no need to worry about counterparty positions. Jump hardly took over any new deals after the FTX incident. So Soon's background is quite profound, but he still considers that market makers are there to ship projects, which would be a good battlefield for opportunists. (Jump message source is Aunt AI, I think the message is accurate)