小捕手 Chaos
小捕手 Chaos|Jul 15, 2025 15:10
The Aptos ecosystem is really on the rise. The first phase of Binance Wallet's Bonding Curve IDO has chosen Aptos ecosystem Dex leader @ hypereion_xyz as its first project to take risks. In the short term, market sentiment and funds will tilt towards Hyperion. Expected to have good performance. Valuation analysis From the perspective of valuation, Hyperion's best benchmark is Cetus on Sui. Firstly, both are Dex, the first tier of the Move public chain, and secondly, Cetus has already been Tge, providing abundant reference data. Comprehensive comparison: Public chain background: Undoubtedly, Sui is currently stronger than Aptos in terms of ecology, and Cetus is worth one point. TVL: 94 million US dollars vs 110 million US dollars, Hyperion scores one point. Ecological status: Cetus has a powerful external rival Momentum, which is currently lagging behind Momentum on tvl, and its ecological status is unstable due to the aftermath of the black incident; In contrast, Hyperion's Aptos Crown Prince has achieved a cumulative transaction volume of over 7.1 billion US dollars since its launch, demonstrating stronger ecological dominance. Comparison result: Hyperion wins 2-1. Given that the current Cetus FDV is $120 million, we reasonably expect the FDV at Hyperion's launch to be higher than this level. Also, regarding the Bonding Curve, I would like to emphasize that the core of curve auctions lies in the link between price and demand: the more participants, the higher the token price; On the contrary, when the purchase funds decrease, the price will fall back. So I don't recommend FOMO rushing in. If it were me, I would set a psychological expected price and patiently wait for a pullback if I can't buy it. The most important reminder The last and most important thing is to receive the airdrop query (don't forget): https://hyperion.xyz/airdrop
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