The dynamics of Token Generation Events (TGEs) in the cryptocurrency market have shifted significantly in recent weeks. The previously popular strategy of low float and high Fully Diluted Valuation (FDV) is now being replaced. Venture capital leverage has decreased, with founders now concentrating on post-TGE performance and gaining market mindshare. This shift is seen as a move towards a more sustainable fair value model for the development of the crypto industry. The low float and high FDV approach, exemplified by projects like ZRO and ONDO, is increasingly viewed as unsustainable and akin to a cash grab.
Low float/high FDV 👎💀
The fair value model is the most sustainable for the development of crypto. Low float High FDV is the easiest way to keep this industry looking like a massive cash grab. That and meme coins to a large extent.
Math behind recent infra token launches. Low float + High FDV = Down and to the right
The dynamics of TGE's has dramatically changed over the last few weeks. I believe the low float high FDV meta is now mostly behind us. Leverage from VCs has been reduced to mark up bags with founders now focusing on post TGE performance and gaining mindshare. Overall this is a… https://t.co/S7xjleisHM
New meta incoming to replace low float, high fdv Now you just try to hide the low float -- tell the public 25% is unlocked when only 8.5% is actually circulating ZRO taking notes from ONDO https://t.co/UTDGb6D4jj