"9.27 $LIGHT $GOATED New Coin Research" ——— $LIGHT @BitlightLabs CA(BSC): 0x477c2c0459004e3354ba427fa285d7c053203c0e Alpha opens at 19:00, BN contract at 19:30 Total token supply unknown (currently circulating 420 million on BSC, expected total supply 1B), initial circulation is 17.22%, estimated selling pressure is around 8% (airdrop likely to be stuck, actual should just be Alpha + Listing part, tightly controlled) 4% liquidity, 3.22% ecological development (airdrop likely to be stuck), 10% listing reserve (to be unlocked and used based on specific conditions, keeping this much should be for a big push), Alpha estimated at 1% The fundamentals are that they are the leading wallet in the RGB track, and their positioning in the ecosystem can be said to be the closest to the RGB official relationship (the developer of RGB is a public welfare foundation, so development is slow, and then Bitlight directly sent people to help develop, and also sent a few people to the RGB foundation as chairman) Chinese team, the founder is very young and strong Two rounds of financing, information on the first round is unknown, the second round recently raised 9.6 million USD, the core investor is Fundamental Labs (just recognize this) Gameplay: Can play, my personal expectation is a big push project (the main consideration is whether CEX will still accept the RGB narrative, and how much buying power it can bring) Let's see the opening situation, this founder should be quite skilled in operations, so the chips will definitely be tightly controlled, don't fantasize about how much the airdrop can give Consider a low open or a continuous horizontal rise after opening, I can't give a valuation, currently the first in the ecosystem ——— $GOATED @GOATRollup CA(BSC): 0x5d7909f951436d4e6974d841316057df3a622962 Alpha opens at 17:00 Total token supply 1B, initial circulation is 10.43%, selling pressure is 4.93% (assuming airdrop + mouth-picking) 0.93% Pre-Seed investors, 2.5% Seed investors (this is estimated, not necessarily accurate), 6% airdrop, 1% Kaito mouth-picking (these two will unlock at TGE, but likely to be stuck), Alpha 1.5% For fundamental analysis, see this article ‼️ It should be noted that the project party has hidden a round of financing here. The Tokenomics document mentioned two rounds, while only one round is publicly disclosed on Rootdata (hiding cards is generally for later accumulation) Pre-market currently at 0.24, corresponding to a valuation of 240 million Gameplay: Can play, this project party seems to be quite wealthy, at least they have been able to collaborate with major investment research KOLs for almost a year now The upper limit is hard to guess, at this pre-market price I think it's still relatively cheap. The view is similar to Bitlight, consider a low open or a continuous horizontal rise after opening ——— Summary: Both projects have good fundamentals and playability, but the upper limits are hard to estimate, let's see the specific situation after opening before deciding Still DYOR, haha #Alpha新币分析 #Bitlight #GoatNetwork

Today, I want to remind everyone about the risks of the two new coins. Currently, it seems that the teachers who often play with new coins all feel that these two are quite average. The timing for Bitcoin ecosystem projects is not good right now. Among the previously hyped star projects, only Lombard and B2 have seen some price movement; the others are basically flat on the ground. The gameplay in this track has been debunked. I believe the core issue is that it hasn't resonated with the BTC Maxi group, which holds the most assets, and it currently cannot bring in good buying pressure and users (one of the reference points for listing coins on CEX). ——— As for why I have high expectations for $LIGHT, this is my personal bias. This project was the first one I encountered when I was in VC, so I have emotional biases towards it. I want it to succeed, and I want RGB to do well. Even though I know its situation, I can only treat it as a narrative shell to speculate on because the market isn't buying it. How the track and project will ultimately develop won't follow my thoughts. All speculative actions must respect the market, not personal emotions. ——— The project team behind $GOAT is likely wealthy, but I have clearly listed the risk points in my fundamental analysis tweets. It seems that the project team has undergone a major overhaul; they are not the same group of people I initially saw. Although it is an infrastructure project, whether it can be played depends purely on how well the project team controls the supply and how well the market makers operate. Everything else is not important. #Alpha新币分析 #Bitlight #GoatNetwork