⚡️ENSO-社区至上:更低的FDV,以及比VC更优厚的条款——CoinList 公募投资机会要不要参加?
刚才在Enso官推 @EnsoBuild 看到在 CoinList 启动了社区轮融资。以 1.25亿美元完全稀释估值(FDV) 出售占总供应量 4% 的代币(400万枚)。感兴趣的可以参加:
社区公募关键亮点:
- 历史性低估值:社区轮 FDV($1.25亿)低于上一轮私募轮估值,散户首次获得优于机构的条款
-TGE 100%解锁:社区代币无锁仓,VC 代币仍处锁定期
-成熟产品验证:已支持 $15B+ 链上结算,服务 100+ 生产级项目
-下一代Web3基建:唯一同时提供链上数据读取+交易执行的一体化开发工具
一、类比估值机会:
同类基础设施 The Graph( $GRT )FDV 10亿美元,仅提供数据层服务。
Enso 估值仅为 $GRT 的12.5%,却具备 “数据+执行”双引擎 及 $15B+ 真实结算量支撑。TGE时间是今年Q3。
二、代币经济模型
代币名称: $ENSO
总供应量:100,000,000 枚
本轮分配:4,000,000 枚,占比 4%
FDV(全面稀释估值):$125,000,000
开启时间:2025 年 6 月 12 日 17:00 UTC
结束时间:2025 年 6 月 19 日 17:00 UTC 根据以前的惯例,私募轮估值通常包含12-24个月锁定期,而社区轮公募即时流动性进一步放大价格优势。
四、机构背书
顶级资本阵容:
- 领投方:Polychain, Multicoin Capital
-跟投方:Spartan Group, IDEO CoLab
-天使投资人:LayerZero/1inch/Yearn等70+项目创始团队
社区轮参与的核心机会:历史性低估值 + 即时流动性 + 机构成本倒挂,感兴趣的可以看看,并且还可以继续0撸一下测试网,TGE也快了!


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