Monad FDV 預測(Polymarket) - 我覺得是理財局耶 > $4B 的機率微乎其微 ( 理財局) > $2B 我覺得機率也很低 (高股息) 最近同樣是 L1 公鏈的 Kite , 夾帶 AI 敘事才 $800M 開盤, PUA 那麼久的 Monad又沒有特殊敘事, 開盤高機率不樂觀 且賭盤 resolution 是TGE 後24小時 cut off , 真要拉盤也不會1天就開始拉吧 !? 不先低價收籌碼嗎? 另外, 還有幾點 - 有些熟悉 Blast 項目都跑去Monad生態 - 連空投都學 Blast 開箱子....(PTSD) - 空投全部 unlock, TGE 賣壓重
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