FDV
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“High FDV + low circulation” causes dissatisfaction in the community: Binance adjusts its coin listing strategy, where should project owners and retail investors go?
Background
Recently, due to the fact that "high FDV + low circulation" tokens have flooded the market and generally performed poorly, the community has become strongly dissatisfied with VC (venture capital) and value coins. This phenomenon has not only aroused controversy between MEME coins and VC/value coins, but has also attracted the attention and participation of investment institutions including a16z and Dragonfly.
Exchange Adjustments: New Strategies for Binance and OKX
In this context, crypto exchanges Binance and OKX have adjusted their listing strategies. On the evening of May 20, Binance released a public recruitment plan for listing projects. The announcement pointed out that tokens with high valuations and low circulation will bring huge selling pressure when they are unlocked in the future, which is not good for ordinary investors and loyal community members of the project. To this end, Binance decided to take the lead in supporting small and medium-sized cryptocurrency projects and encourage high-quality teams to apply for listing, including direct listing, Launchpools and Megadrops. Binance hopes to promote the development of the blockchain ecosystem by supporting small and medium-sized projects with good fundamentals, organic community foundation, sustainable business model and industry responsibility.
Recently, due to the fact that "high FDV + low circulation" tokens have flooded the market and generally performed poorly, the community has become strongly dissatisfied with VC (venture capital) and value coins. This phenomenon has not only aroused controversy between MEME coins and VC/value coins, but has also attracted the attention and participation of investment institutions including a16z and Dragonfly.
Exchange Adjustments: New Strategies for Binance and OKX
In this context, crypto exchanges Binance and OKX have adjusted their listing strategies. On the evening of May 20, Binance released a public recruitment plan for listing projects. The announcement pointed out that tokens with high valuations and low circulation will bring huge selling pressure when they are unlocked in the future, which is not good for ordinary investors and loyal community members of the project. To this end, Binance decided to take the lead in supporting small and medium-sized cryptocurrency projects and encourage high-quality teams to apply for listing, including direct listing, Launchpools and Megadrops. Binance hopes to promote the development of the blockchain ecosystem by supporting small and medium-sized projects with good fundamentals, organic community foundation, sustainable business model and industry responsibility.
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What is Fully Diluted Market Cap (FDV) in Cryptocurrency?
Fully Diluted Valuation (FDV) is an important metric commonly used when evaluating cryptocurrency projects, providing insight into the project’s total value potential. FDV represents the estimated market capitalization if all tokens — including those not yet in circulation — were available on the market at the current time.
Unlike circulating supply, which only refers to the number of tokens being traded, FDV takes into account the total supply of tokens. Understanding FDV helps to evaluate the value of a project holistically, rather than just based on the number of tokens currently on the market, thereby providing deeper insight into the project's potential.
Unlike circulating supply, which only refers to the number of tokens being traded, FDV takes into account the total supply of tokens. Understanding FDV helps to evaluate the value of a project holistically, rather than just based on the number of tokens currently on the market, thereby providing deeper insight into the project's potential.
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接下来山寨市场怎么看
我认为山寨的估值逻辑需要被重新定义，此次下跌便是一个很自然很好的现象，高fdv低流通，那就跌到fdv达到合理的不那么贵的区间，为什么"价值币"跑输meme，本质上，还是太贵。短期来看我觉得市场会偏移到真正有硬共识(如btc)，或者硬价值收入(如ldo，13x的市盈)上。
而新币或次新币经历一轮价值重塑(跌的便宜了)，产品迭代增长，一段时间的筑底洗盘换筹，还是会以分化的形式出现一些明星。至于普涨，那就要看btc能不能到足够的高度，市场有足够的拉盘/纳新产品/fomo吸引来足够的圈外流动性。几大前100市值的meme币，市值已经不小，预计还是会作为情绪的晴雨表作为最佳投机工具。
提个醒，如果你的山寨被套了，短期市场出现超跌反弹注意减仓或清仓观望，看看市场如何发展，除非你坚信其价值和庄，否则没必要让自己那么不安和焦虑。 #fdv
我认为山寨的估值逻辑需要被重新定义，此次下跌便是一个很自然很好的现象，高fdv低流通，那就跌到fdv达到合理的不那么贵的区间，为什么"价值币"跑输meme，本质上，还是太贵。短期来看我觉得市场会偏移到真正有硬共识(如btc)，或者硬价值收入(如ldo，13x的市盈)上。
而新币或次新币经历一轮价值重塑(跌的便宜了)，产品迭代增长，一段时间的筑底洗盘换筹，还是会以分化的形式出现一些明星。至于普涨，那就要看btc能不能到足够的高度，市场有足够的拉盘/纳新产品/fomo吸引来足够的圈外流动性。几大前100市值的meme币，市值已经不小，预计还是会作为情绪的晴雨表作为最佳投机工具。
提个醒，如果你的山寨被套了，短期市场出现超跌反弹注意减仓或清仓观望，看看市场如何发展，除非你坚信其价值和庄，否则没必要让自己那么不安和焦虑。 #fdv