
Ai 姨|Jun 26, 2025 16:22
Today's new coin SAHARA finally dropped 0.145, 2.4 times as expected, and Binance Alpha has made up for the large amount of pork trotter rice that was not eaten in the public offering of Buidlpad, feeling happy
Previously, a valuation of 600 million yuan was considered high by many friends. However, with the support of "Buidlpad+Binance+Upbit", FDV has surged to a maximum of 1.58 billion US dollars, and is currently around 960 million US dollars; In fact, it is easy to understand the conflicting views of both sides. They believe that overvaluation is simply due to the influence of the market trend, while BTC stands out and lacks sufficient liquidity in the market. On the other hand, the one who feels undervalued sees the luxurious background of Pantera+Yzi Labs+Polychain, and the historical record of Web3 AI track financing ranking fifth
It's difficult to determine the winner in the short term, so why not look further ahead and find relevant projects as a reference
🔸 AI Layer1 Track
Another AI Layer1 project invested by Polychain is Bittensor, with a current TAO FDV of $6.75 billion
-Financing situation: undisclosed, inconvenient for comparison
-FDV: TAO FDV $6.75 billion, SAHARA $960 million
-Situation: TAO is listed on Coinbase+Binance, while SAHARA is a combination of Upbit+Binance
TAO TGE is in March 2023, and the overall market is not very good. During the opening period, the FDV was only 450 million, but it continued to rise with the improvement of the market. Even now, there are still several billion FDV; Only with favorable timing, location, and people can a beautifully opening FDV be created. Correspondingly, the script of suppressing first and then rising is only a reward for the diamond player
🔹 Buidlpad Public Fundraising Project
SAHARA's previous LAYER also had a strategy of first suppressing and then boosting the script (although it has dropped significantly now...), with FDV reaching a peak of over 3.2 billion; It has to be said that the standards for screening projects in Buidlpad are still very high. At least two of them are practical projects that work hard. On the same day, the SAHARA TGE team announced the opening of testing for Agent Builder and AI Marketplace. It is difficult not to have a good impression of projects that are "stingy" and work hard, haha
Overall, it is not difficult to see from the data of Binance contracts that it is now the time for both long and short sides to exchange xx, so let the bullets fly for a while longer 🔫
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