2024 Airdrop Token Comparative Analysis: Not All Will Immediately Dump—FDV and Real Demand Matter More
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2024 Airdrop Token Comparative Analysis: Not All Will Immediately Dump—FDV and Real Demand Matter More
Always pay attention to the reasonableness of fully diluted valuation (FDV) and product demand.
Navigating Web3 tides with focused insightsAuthor: Stacy Muur
Translated by: TechFlow
$W - @wormhole
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Initial airdrop: 617 million $W (6% of total supply)
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Initial airdrop value: $1 billion
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Current value: $345 million
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Change from initial to current price: -64%
$ALT - @alt_layer
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Initial airdrop: 300 million $ALT (3% of total supply)
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Initial airdrop value: $90 million
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Current value: $110 million
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Change from initial to current price: +28%
$ETHFI - @ether_fi
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Initial airdrop: 60 million $ETHFI (6% of total supply)
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Initial airdrop value: $202 million
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Current value: $300 million
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Change from initial to current price: +47%
$ENA - @ethena_labs
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Initial airdrop: 750 million $ENA (5% of total supply)
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Initial airdrop value: $450 million
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Current value: $690 million
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Change from initial to current price: +75%
$ZK - @PolyhedraZK
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Initial airdrop: 150 million $ZK (15% of total supply, linearly vested over 36 months)
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Initial airdrop value: $480 million (vesting in progress)
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Current value: $210 million (vesting in progress)
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Change from initial to current price: -43.8%
$ZETA - @zetablockchain
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Initial airdrop: 31.5 million $ZETA (1.5% of total supply)
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Initial airdrop value: $52 million
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Current value: $47.5 million
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Change from initial to current price: -10%
$REZ - @RenzoProtocol
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Initial airdrop: 700 million $REZ (7% of total supply)
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Initial airdrop value: $105 million
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Current value: $94.5 million
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Change from initial to current price: -6.3%
$NOT - @thenotcoin
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Initial airdrop: 80 billion $NOT (80% of total supply)
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Initial airdrop value: $466 million
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Current value: $413 million
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Change from initial to current price: -17%
Conclusion
Always pay attention to fully diluted valuation (FDV) and the rationality of product demand.
PS: In this discussion and initial airdrop value calculation, I have excluded the first-hour sniper candlestick, which could mislead users. This article aims to determine the actual sellable price of the airdrop.
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@stacy_muur
