ZRO (LayerZero) is about to be released, price prediction and latest strategy preview!
ZRO estimates a valuation of 2-3x of at least $3 billion is reasonable, which means $6 billion - $9 billion.
LayerZero Airdrop Allocation
Many people have been grinding for a whole year and only got 200-300 tokens. Personally, I think they should add another 1-2% to the core allocation, and the situation will be much better.
But it is still possible that the Core allocations will increase regardless. Since all the witches have not been cleared yet, these allocations will be rotated back to people. Considering the number of witches they caught, this may increase the number of core allocations by a large margin.
ZRO Price Prediction:
To predict the price of $ZRO when it is released, we need to find the following data:
Assumed FDV
Total Supply
The price of $ZRO at launch will then be calculated as: FDV / Total Supply.
As @PrimordialAA mentioned, the total supply is 1 billion, so how to estimate the FDV?
The preferred method for estimating FDV is to look at the FDV of recent projects with similar funding and competitors, taking into account the release of $STRK & $W.
So, why $STRK & $W ?
You can see predicting the price involves taking into account the FDV of recently launched projects, their funding and their valuations, which is why I am looking at $STRK & $W launches, as their public and private valuations can help us predict $ZRO FDV.
Recent Project Comparison:
$STRK ：
Raised: $282 million
Valuation: $8 billion
Launch FDV: $28 billion
$W：
Funding raised: $225 million
Valuation: $2.5 billion
Launch FDV: $17 billion
$ZRO：
Raised: $263 million
Valuation: $3 billion
Start FDV:?
It can be clearly seen from the above that:
$STRK launched at a FDV 3.5x higher than its valuation.
$W launched at 6.5 times its valuation.
Given the poor market conditions, I think a valuation of 2-3x of at least $3 billion is reasonable for $ZRO, which means $6 billion - $9 billion.
What about the price? FDV / Total Supply
Total supply of $ZRO: 1 billion
$ZRO Price:
$6 billion FDV = $6
$7 billion FDV = $7
$8 billion FDV = $8
$9 billion FDV = $9
Unlike L1 and L2 chains, which need to actively attract people to join, LayerZero is more like an infrastructure project that almost all existing and upcoming projects will use as a cross-chain layer.
This means that even if users don’t consciously use LayerZero technology, they will still be exposed to it because it has been integrated into many projects. This is different from L1 and L2, where you have to convince people to actually use your chain.
FDV and Target Price:
At $5 billion FDV or below: I would buy more
I would consider selling some of my holdings at around $8 billion FDV
I would liquidate between $15 billion and $20 billion of FDV
Price
$5 or less: Buy
Sell some at $8
Clear positions between $15-20
