Comparative analysis of airdropped tokens in 2024: Not all will break even, FDV and real demand are more important

Always focus on the fully diluted valuation (FDV) and the rationality of product demand.

author:Stacy Muur

Compiled by: Xiaobai Navigation coderworld

2024 年空投代币比较分析:不是所有都会破发,FDV和真实需求更重要

$W@wormhole

  • Initial airdrop: 617 million $W (6% of total supply)

  • Initial airdrop value: $1 billion

  • Current value: $345 million

  • Initial price and current price: -64%

2024 年空投代币比较分析:不是所有都会破发,FDV和真实需求更重要

$ALT@alt_layer

  • Initial airdrop: 300 million $ALT(3% of total supply)

  • Initial airdrop value: $90 million

  • Current value: $110 million

  • Initial price and current price: +28%

2024 年空投代币比较分析:不是所有都会破发,FDV和真实需求更重要

$ETHFI@ether_fi

  • Initial airdrop: 60 million $ETHFI(6% of total supply)

  • Initial airdrop value: $202 million

  • Current value: $300 million

  • Initial price and current price: +47%

2024 年空投代币比较分析:不是所有都会破发,FDV和真实需求更重要

$ENA@ethena_labs

  • Initial airdrop: 750 million $ENA (5% of total supply)

  • Initial airdrop value: $450 million

  • Current value: $690 million

  • Initial price and current price: +75%

2024 年空投代币比较分析:不是所有都会破发,FDV和真实需求更重要

$@PolyhedraZK

  • Initial airdrop: 150 million $(15% of the total supply, linear release over 36 months)

  • Initial airdrop value: $480 million (to be released)

  • Current value: $210 million (in progress)

  • Initial price and current price: -43.8%

2024 年空投代币比较分析:不是所有都会破发,FDV和真实需求更重要

$ZETA@zetablockchain

  • Initial airdrop: 31.5 million $ZETA (1.5% of total supply)

  • Initial airdrop value: $52 million

  • Current value: $47.5 million

  • Initial price and current price: -10%

2024 年空投代币比较分析:不是所有都会破发,FDV和真实需求更重要

$REZ@RenzoProtocol

  • Initial airdrop: 700 million $REZ (7% of total supply)

  • Initial airdrop value: $105 million

  • Current value: $94.5 million

  • Initial price and current price: -6.3%

2024 年空投代币比较分析:不是所有都会破发,FDV和真实需求更重要

$NOT@thenotcoin

  • Initial airdrop: 80 billion $NOT(80% of total supply)

  • Initial airdrop value: $466 million

  • Current value: $413 million

  • Initial price and current price: -17%

2024 年空投代币比较分析:不是所有都会破发,FDV和真实需求更重要

in conclusion

Always focus on the fully diluted valuation (FDV) and the rationality of product demand.

PS: In this discussion and initial airdrop value calculations, I excluded the firstXiaobai NavigationThe hourly sniper K-line may mislead users. This article aims to determine the actual sellable price of the airdrop.

The article comes from the Internet:Comparative analysis of airdropped tokens in 2024: Not all will break even, FDV and real demand are more important

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