Vultisig 这次打新的设计真的牛。 按这节奏看,3M FDV的时候基本买不到,能在10M FDV进场都算赚到。 / 初始条件:FDV $3M,价格 $0.03,LP 池 35M VULT + $105万 USDC。 白名单 1500 人 × 1000U = 150 万 USDC,这一轮买入理论上能把市值拉到 17M 左右,平均成交价约 $0.073。(这是理想状态,没人卖的前提下。) 第一阶段结束后,市值仍未到 VC 最后一轮估值。从以往项目看(如 SafeMoon V2、Baby Doge),短期收益通常可观,但 7 天后普遍回调。 / 第一阶段结束后进入第二阶段,依旧是白名单打新、单人上限 10K。到这个阶段,市值走势会吸引更多买盘,大概率会超预期。 这个做市逻辑的精妙在于: 它让白名单用户之间形成“竞价效应”——大家都卷,而能拿到 WL 的多是 Kaito 的 KOL、早期社区等高净值用户。资金卷起来,市值自然被抬升。 / 第三阶段是关键节点:上Kraken打新,所有人可以参与。 这次 Vultisig 打新是机制设计真的牛,项目方把节奏拿捏得死死的。可以说是「流动性可控 + 市值可预期 + 多阶段做市」的经典案例,机制设计堪称教科书级。 #VULT @vultisig
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