Recently, modularization has been tried out
I was particularly optimistic about modularization before. I still think it is a particularly good infrastructure. But a good project is not necessarily a good investment target.
After I looked at the chips of Tia and Alt, I dare not buy it.
Let's talk about the leader Tia. On October 31, a large number of team and institution chips will be unlocked.
The team's chips are free, what about the institutions?
The seed round price is 0.0094, with a profit of 500 times. Round A and Round B, the valuation is said to be 1 billion US dollars. According to the chips and financing amount, the cost is 0.28. This part still has a profit of 20 times.
DYM will unlock the team and institutions in February next year, and the financing of 6.7 million US dollars will be allocated 14%. If calculated in this way, the cost of investors is 0.048 dollars. Now there is a profit of 40 times.
It is undeniable that if the market is good, coupled with the previous large decline. A decent rebound will definitely be no problem.
But if you expect them to have a bull market, that may be a low probability event.
For me, what I need to find is an investment target that is worth a heavy position. Then I can only stay away from it.