L

[L @LinglanLinglan]

@BalloonConan @BingXOfficial @BingXZH 生日快乐🎊🎈一定越做越好

[L @LinglanLinglan]

被你影响到了，向你学习

[Conan | 氣球柯男🎈 @BalloonConan]

《十年累積捐款438萬》

為什麼我要捐款？
對我而言一路以來都有許多貴人幫助，
除了努力外，
也有很多運氣成分，
在我有能力時，
希望能用自己小小力量，
帶給這社會一點溫暖

以前常常會聽到「為善不欲人知」，
但對我來說，
必須要讓大家知道，
也能慢慢影響身旁的人一起做這件事，
不管是捐錢、捐血、當志工

而在你內心心情不好，壓力很大，
也能去社福機構、重症病房看看，
才發現，
人家都比你更努力活著了，
自己的心態也會不一樣

捐款這件事除了幫助社會外，
也能夠讓自己的視野更寬闊，
自己的格局會更大，
不容易為了小事、小利益去做計較，
篩選��適合自己的合作夥伴與朋友圈

也許從現在開始，
你也可以開始貢獻你自己小小的力量，
分享知識、幫助他人，
也是一種法布施

[L @LinglanLinglan]

@lammichaeltw 我们住在美国加州，我妈家门口有个挨着条小河的公园，园区内还有个水库。那里也有围栏网，以及禁止游泳的告示牌。但每年夏天都还是有一群一群的人（没见到过华人）去那里游泳。直到去年有个白人小女孩在那里出了意外才关掉了公园。讲这么多就是告诉你，不要动不动就打中国人标签。世界那么大，多看看。

[L @LinglanLinglan]

@Xbt886 建议建议😄

[L @LinglanLinglan]

@Xbt886 谢谢！受益良多

[L @LinglanLinglan]

@CJ900X this is really educational and useful! Thank you

[L @LinglanLinglan]

@Matt41145588 45-60hrs not days🤣

[MEJ毛毛姐 @MEJ50749]

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https://t.co/5zLPey39MW、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., https://t.co/5zLPey39MW, 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.

[L @LinglanLinglan]

@laozhouhengmei 回到电影本身，我觉得它的娱乐性还是不错的。2个多小���有不少缺陷但基本没有尿点。我不喜欢的是埋伏的一些反美的东西，消减它的艺术价值也注定无法真的走出国门。希望下一部能存粹些。

[L @LinglanLinglan]

@laozhouhengmei 老周啊，我昨晚去看了吒2，我认为改编神话人物/故事是一种艺术创造，哪怕是把一位反派改编成正��人物也是可以接受的。神话故事本身就是一种文化的传承，不是严肃历史，它是可以随着时代的变化而变化的。改编者为神话角色赋予了新的解读，这也是它在传递新的文化价值观。

[L @LinglanLinglan]

@laozhouhengmei 你当然可以批判它的价值观，但改编也是文化传承的一部分，漫威的电影不也给各种北欧的神话人物赋予了新生命吗。而且谁又能保证我们知道的这些传统神话就是它最原始的版本呢，哪怕是最早的版本，也没有人规定它就必须是最终的版本。

[L @LinglanLinglan]

@BalloonConan 是的 我试了。谢谢南哥🥹

[L @LinglanLinglan]

@scry2draw1 @BoredApeYC @WelcomeApes I accepted your offer yesterday and see now he is in good hands😊welcome to the club

[L @LinglanLinglan]

been holding/playing 20+ hv since day 1, didn’t sell my j3ff, but missed the announcement to register faraway wallet with only 3 day window. This is ridiculously unacceptable way to retain user

[Rus @rus]

The past few days have been crazy. I'm blown away at the repsonse for Vine.

140K+ Holders in just 3 days 🌟 Unbelievable! This community is something special.

But it’s more than just the numbers. You're all here because you believe in Vine and together, we've achieved the unthinkable and the best is yet to come.

Humbled to be a part of this journey with each and every one of you. Thank you for your trust and dedication ❤️💪

[L @LinglanLinglan]

@shufen46250836 多谢分享！可以看下getbasedai吗

[Vera 🍌💕🐒 @veratheape]

https://t.co/ZSxbibNIYW

[L @LinglanLinglan]

Big projects?👀

[GordonGoner (Wylie Aronow) 🍌 @GordonGoner]

A lot of doomerism and crashing out on the timeline, from me included. I’m still insanely bullish though. Genuinely think the absolute worst case scenario for the year is something like this:

>Bitcoin sees a significant pull back similar to 2021, bottoming in 2-4months.

>Sentiment here gets dark and it becomes hyper weird, trollish, too honest, and brutal for a while.

>Might see memecoins that did well in the bear market start to show signs of life here and even recover after everyone gets exhausted chasing the next pseudo-Trump coin. (The beatings will cease when most people stop aping hard and en masse into every little pipe dream.)

>Bitcoin starts recovering in 2-4 months and then begins to climb to ATH peaking somewhere in November / December like it usually does.

>Multiple catalysts converge around that time (2-4 months from now) to kick off an NFT run. Punks likely to lead it, then apes and pudgies et al.

>Good alts and good established memes with strong communities will run hard. (The work to do in the meantime is continue focusing on onboarding to whatever you’re into even when half the space foolishly thinks the cycle is over.)

>Solana dominates the cycle

>Alts and memes that feel outdated will pump (but weaker than in past cycles) then die by the time the cycle ends and maybe never come back. The hyper normie coded ones might have huge sudden ATH pumps sometime there. In fact I don’t think we see the end of the cycle until DOGE is at ATH.

>Think Apechain continues growing, maturing, and expanding its community and use-cases, and becomes a staple in crypto.

>Think apechain NFTs reach a boiling point and take off massively

>Think Abstract probably has a successful launch, but hard to say what level of lasting impact that will have when Solana is dominating so many aspects of ‘consumer crypto’ and all the on-ramps are there now.

>Yuga, led by Garga, announces a few big projects at just the right times, and BAYC reclaims some glory that was taken away during Yuga’s darker, founder-less days.

>AI x Crypto finds more engaging use cases than gpt wrapper slop as the tech integrates and more builders try dope shit out. (Ironically, I think tokens with killer founders attached is the key thing to look for).

> Everyone who’s been secretly building complex fine art / generative art projects and waiting for the right moment will launch (this being one of several aforementioned NFT catalysts).

>A sense of financial nihilism and an almost situationist prank-like critique on markets will continue to exemplify itself. Impossible to understate just how much Trump coin has fucked with the psychological profile of this space. Fartcoin being the most digestible example here probably becomes the meme cycle leader of the year.

Obviously not financial advice. Just waxing poetic here and trying to peer into the crystal ball.

That’s basically it.

More likely scenario is we just keep going up and to the right and most of the above happens on a much faster timeframe.

[L @LinglanLinglan]

Buy me on Clout App (@cloutdotme)