Breaking: OG 发布了最新的代币分配方案、 现在可以预估下TGE时币价和流通市值（仅供参考）💰 我们已知的信息有⬇️ 总供应量：10亿枚 初始流通量：21.32% = 2.132亿枚 支持者（投资方）分配：22% = 2.2亿枚（锁仓12个月后分36个月解锁） 融资总额：1.05亿美元（种子轮+次轮） ps:有没有私募和预售我没找到信息，知道的小伙伴可以留言，不过基金会在今年2月份宣布推出了一个8800万美元的Ai生态基金用以发展项目生态，去年11月份还拿到了2亿美元购买代币的承诺（什么时候买，什么成本价买未知） 估值锚点⚖️ 投资方成本价= 融资总额 / 支持者代币量 = 1.05亿 / 2.2亿 ≈ 0.477美元/枚 完全稀释估值（FDV） = 总供应量 × 成本价 = 10亿 × 0.477 ≈ 4.77亿美元 Key Parameters and Assumptions Total Supply: 1 billion tokens Initial Circulating Supply: 21.32%=213.2 million tokens Investor Allocation: 22% → 220 million tokens (locked for 12 months, then linearly unlocked over 36 months) Total Funding Raised: 105 million (Seed + Subsequent Round) Valuation Anchors: Investor Cost Price = Total Funding / Investor Token Allocation = 105M / 220M ≈ 0.477/token Fully Diluted Valuation (FDV)= Total Supply × Cost Price = 1B × 0.477 ≈ 477 million ps: I didn’t find any information about whether there is IDO and pre-sale.W ho know can leave a message below. However, the foundation announced in February this year that it has launched an 88 million Ai ecological fund to develop the project ecology. In November last year, it also received a commitment of 200 million to purchase tokens (when to buy and at what cost price is unknown) 😇 开盘价与流通市值估算｜ 📹情景1️⃣：保守估值（按投资方成本价） 开盘价≈ 0.477美元/枚（反映投资方成本） 流通市值 = 2.132亿枚 × 0.477 ≈ 1.017亿美元 FDV = 4.77亿美元 📹情景2️⃣：市场溢价（对标同类项目） 若市场热度较高（如AI+区块链赛道），可能给予 2-3倍溢价： 开盘价 ≈ 0.95–1.43美元/枚 流通市值 = 2.132亿 × (0.95–1.43) ≈ 2.03–3.05亿美元 FDV = 10亿 × (0.95–1.43) ≈ 9.5–14.3亿美元 Opening Price and Circulating MCE 💰Scenario: Conservative Valuation (Based on Investor Cost Price) Opening Price ≈ 0.477/token (reflecting investor cost) Circulating Market Cap = 213.2M tokens × 0.477 ≈ 101.7 million FDV = 477 million 💰Scenario 2: Market Premium (Comparable to Similar Projects)If market sentiment is bullish (e.g., AI + blockchain sector hype), a 2-3x premium may apply: Opening Price ≈ 0.95–1.43/token Circulating Market Cap = 213.2M × (0.95–1.43) ≈ 203–305 million FDV = 1B × (0.95–1.43) ≈ 950 million–1.43 billion 关键依据与风险提示｜ ✅估值逻辑： - 投资方成本价是核心锚点，但实际价格受市场情绪、赛道热度（AI+存储）、项目技术背景等影响。 - 对标项目参考（如http://Fetch.ai、Filecoin）：AI+存储项目FDV通常在 10–50亿美元，流通市值占比20%-40%。 ✅风险因素： - 解锁抛压：团队/投资方代币锁仓12个月后逐步释放，可能长期压制价格。 当然社区奖励空投也不少，可以适当关注，开盘后等币价稳定适当分仓埋伏，dyor - 通胀率：社区奖励季度释放（年化约6.5%），稀释持有者权益。 - 市场波：若同期比特币或大盘下跌，可能拖累开盘表现。 Key Rationale and Risk Factors Valuation Logic: Investor cost price serves as the core anchor, but actual pricing depends on market sentiment, sector hype (AI + storage), and technical fundamentals. Comparable projects (e.g., http://Fetch.ai, Filecoin): AI + storage projects typically have FDVs in the 1–5 billion range, with circulating market caps at 20%-40% of FDV. Risk Factors: Unlock Pressure: Team/investor tokens begin unlocking after 12 months, potentially suppressing long-term prices. Inflation Rate: Community rewards are distributed quarterly (annualized ~6.5%), diluting holder equity. Market Volatility: Concurrent Bitcoin or broader market downturns could negatively impact opening performance. 根据上面的信息，我们可以预测下开盘价 合理区间： 0.5–1.5美元/枚，对应流通市值 1.07–3.2亿美元，FDV 5–15亿美元。 交易的时候还是需结合交易所流动性、项目进展、市场Beta（如比特币价格）动态调整。 最近大盘也不是很好，技术面都是看盘整，OG的TGE时间我感觉会考虑大盘时间？ 建议以上线前后的实际交易量和市场情绪为最终判断依据。 @mheinrich 感谢中文社区代表的工作 @Jtsong2 Summary Reasonable Range: Opening price 0.5–1.5/token，corresponding to a circulating market cap of 107–320 million. and FDV of 500 million–1.5 billion. Key Variable: Requires dynamic adjustments based on exchange liquidity, project milestones, and market beta (e.g., Bitcoin price trends). Final judgments should prioritize real-time trading volume and market sentiment post-listing.