Legion上新的打新项目Tria,感觉雷点比较多啊
1.印度老哥项目,机构投资人除了Aptos,剩下两家MH Ventures和P2 Ventures 也是印度机构,然后个人投资者里面还有4个查不到信息的名字
含印量太太太高了
最搞笑的是还有一个【Tria 自己的社区】,村头资本?
2.产品就是个U卡,讲道理2亿估值,在这个赛道上可以投到基本面好很多的项目,而且U卡有啥好发币的
3.解锁方案莫名其妙,一个按1亿估值30% TGE,一个2亿估值60% TGE,那TGE解锁选哪个方案不是一样的么?
影响里印度老哥数学不应该这么差啊
4.Tria上的不是Legion主板,上的是子版块Nozomi。我查了半天也没人说明白Nozomi和主板有啥区别。
看了下历史记录,以前只发过TEE和LAB两个项目,TEE还没有发币,LAB倒是表现还不错,目前名义ROI还有5x
不过问题是LAB的打新估值是2500w,而且TGE是0解锁,要三个月以后才开始线性解锁,LAB投资人现在没有回本,如果这个市值稳定,也要大概5-6个月以后回本
LAB的基本面和Listing时候市场情绪好很多都才这个样子,如果Tria 也开成现在这个FDV,投资人账面市值还得倒亏25% + 剩下40% Token等解锁
结论:先嘴嗨申购一笔,出额度之后大概率不打


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