Original source: stacy_muur X account
By Stacy Muur
Compiled by: TechFlow
$W - @wormhole
Initial airdrop: 617 million $W (6% of total supply)
Initial airdrop value: $1 billion
Current value: $345 million
Initial price vs. current price: -64%
$ALT - @alt_layer
Initial airdrop: 300 million $ALT (3% of total supply)
Initial airdrop value: $90 million
Current value: $110 million
Initial price to current price: +28%
$ETHFI - @ether_fi
Initial airdrop: 60 million $ETHFI (6% of total supply)
Initial airdrop value: $202 million
Current value: $300 million
Initial price to current price: +47%
$ENA - @ethena_labs
Initial airdrop: 750 million $ENA (5% of total supply)
Initial airdrop value: $450 million
Current value: $690 million
Initial price vs. current price: +75%
$ZK - @PolyhedraZK
Initial airdrop: 150 million $ZK (15% of total supply, linear release over 36 months)
Initial airdrop value: $480 million (to be released)
Current value: $210 million (in progress)
Initial price to current price: -43.8%
$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 vs. current price: -10%
$REZ - @RenzoProtocol
Initial airdrop: 700 million $REZ (7% of total supply)
Initial airdrop value: $105 million
Current value: $94.5 million
Initial price vs. current price: -6.3%
$NOT - @thenotcoin
Initial airdrop: 80 billion $NOT (80% of total supply)
Initial airdrop value: $466 million
Current value: $413 million
Initial price vs. current price: -17%
in conclusion
Always focus on the fully diluted valuation (FDV) and the rationality of product demand.
PS: In this discussion and initial airdrop value calculation, I excluded the first hour sniper candlestick, which may mislead users. This article aims to determine the actual sellable price of the airdrop.
