LLP lost 500U, compensated 0.62 points, and the community is full of complaints. Personal compensation situation, 1 point is 806u, always grateful. Thank you, grass! However, based on the magnitude of the compensation they provided, currently, 80u per point should be achievable, while the earlier 100+ was more influenced by FOMO. Since the compensation won't be full, it will basically cover about 30-50%, which means a loss of 25 million, compensating about 15 million in equivalent points, so the internal evaluation of the project should value one point at around 100u. At the same time, there are currently no more invitations, and it's unclear if this will be the case going forward. If they stop giving them altogether, it might actually be fine; many early large holders can no longer get points for free, which somewhat reduces the speed of point inflation. I assessed the expected price of points through @Surf_Copilot, and it was quite reasonable, for reference: Based on the project's fundamentals: TVL: 1.1 billion USD (2000x growth in 2 months) Trading volume: average daily 7.2 billion USD Investment background: a16z, Lightspeed led the seed round Market expectations: Polymarket shows a 47% probability that FDV exceeds 2 billion USD Valuation range calculation: Conservative estimate: benchmark against mature L2 DEX, each point 60-80 USD Optimistic scenario: considering growth momentum and backing from investors, each point 80-120 USD Risk adjustment: 88% of DeFi tokens drop 60-90% within 3 months, suggesting a discount of 20-30%.