Azuki coin issuance order number can earn $40,000? Hyperliquid and Kaito communities reap the benefits

Оригинал | Odaily Planet Daily ( @OdailyChina )

Автор: Вензер ( @венсер 2010 )

First, the fat penguin made everyone rich and celebrated, and then Azuki issued a coin. After 3 years, the Azuki coin issuance has finally come to fruition.

At 8am this morning, @animecoin released a detailed announcement about the official launch of ANIME tokens in January, which mentioned that 37.5% of the tokens will be allocated to the Azuki community. Subsequently, the news was forwarded and confirmed by Azuki officials.

As soon as the news came out, the Azuki series of NFTs generally rose, and the floor prices of Azuki Elementals and BEANZ rose by more than 20% in 24 hours. Many community members expect that Azukis coin issuance can create another wave of NFT wealth-making miracles like Pudgy Penguins previous coin issuance. Some people even analyzed that a single Azuki NFT is expected to receive a token airdrop of $40,700. The result is still unknown, but for NFT players, whether they can have a good new year may depend on this.

Odaily Planet Daily will sort out and summarize the information related to Azukis coin issuance in this article, and briefly compare it with the expected airdrop of PENGU tokens for readers reference.

Detailed explanation of ANIME token economics: Community airdrop exceeds 50%, HYPER stakers and Kaito Yappers reap the benefits

В соответствии с the token economics document information released by animecoin, “ANIME is a cultural token — it (is committed to) transforming the fan base of 1 billion anime fans into a community-owned creative network. Here, passion becomes power, cultural energy becomes real value, and the boundaries between consumers and creators (will) disappear.”

The total supply of ANIME tokens is 10 billion, and the initial circulation ratio is as high as 76.94%, or 7.694 billion tokens. It is planned to be deployed on the Ethereum mainnet and Arbitrum. This is also a rare token that is circulated in large quantities as soon as it goes online. Compared with tokens with unlocking periods as short as 1 year and as long as 3-4 years, ANIME gives people the feeling that it is more like the previous intention of the Element series NFT release: to ship to the market as soon as possible.

Токен Economics Diagram

The specific ANIME token distribution is:

• Azuki community: 37.5%;

• AnimeDAO (community cultivation): 13%;

• Animecoin Foundation (domain expansion): 24.44%;

• Partner communities: 2%;

• Team and advisors: 15.62% (33.33% unlocked after 1 year lock-up period, the rest unlocked linearly);

• Azuki Corporation: 7.44% (33.33% unlocked after 1-year lock-up period, the rest unlocked linearly).

In addition, as part of TGE, the Hyperliquid community (HYPE stakers), Kaito yappers, Arbitrum community and related anime communities will serve as cooperative communities and receive airdrops of ANIME tokens. This news was also confirmed by Hyperliquid officials , Kait officials , и Arbitrum officials . Arbitrum officials even directly changed the official account avatar to the Azuki NFT picture .

ANIME Token Distribution Details

Interpretation of the Token Economics Model: Azuki Officials Play Tricks, Official Organizations Account for More Than 60% of the Distribution

Looking closely, the “hidden information” of ANIME token distribution includes the following aspects:

• First of all, the distribution ratio of Azuki official tokens is unreasonable. From the distribution data, the Azuki-related community share of ANIME tokens seems to account for 50.5%, but the token distribution of official related organizations such as AnimeDAO, Animecoin Foundation, team and consultants, and Azuki Company has reached an astonishing 60.5%, and the Azuki community accounts for only 37.5%. In addition, it is well known that many members of the Azuki official team are also large holders of Azuki NFTs, and a considerable part of the Azuki community token distribution will also flow into the hands of the official, whether it is to control the chips or to increase shipments, there will be no obstacles.

• Secondly, the proportion of airdrops to cooperative communities is too low. Although the Hyperliquid community, Kaito community, and Arbitrum community seem to have received 2% of the ANIME token airdrops for free, compared with the token distribution of the Azuki official team and consultants and Azuki company, they are far lower than the distribution ratio of other projects. For example, the PENGU token of Fat Penguin allocated 24.12% of its tokens to other communities, even including ecosystem-level communities such as ETH OG and SOL OG.

• Finally, the total circulation is too high. Excluding the 23.06% of tokens held by the Azuki official team and consultants and Azuki, the remaining 76.94% of ANIME tokens will be circulated at the TGE. This also means that at the time of the TGE, ANIME will face a massive selling pressure. Combined with recent market data, this move is exactly the same as Azukis official issuance of the Element series NFT, which took away 20,000 ETH liquidity from the market.

It is worth mentioning that Azuki officials are still very good at creating expectations – in the Animecoin Foundation allocation column of the token allocation document, Azuki officials combined it with the famous move Infinite Space of the classic character Gojo Satoru in the popular anime Jujutsu Kaisen, and named it Domain Expansion, making the community and the market speculate whether Azuki may have related cooperation with Jujutsu Kaisen in the future.

Although the author speculates that this is most likely a joke, I believe that there will still be many people who have this expectation, and thus have high expectations for ANIMEs market performance.

ANIME initial circulation is nearly 77%

Аирдроп expectations: A single Element NFT airdrop is expected to start at $4,000, and a single Azuki airdrop is expected to start at $40,700

В соответствии с the statistics of Azuki related collectors points по ссылке A Raving Ape, a member of the Azuki community,

• There are approximately 23 million Collector System Points in total;

• If the market value of ANIME token FDV reaches 2 billion US dollars, the airdrop value of a single Azuki NFT is about 32,600 US dollars; the airdrop value of Element NFT is about 3,260 US dollars;

• If the market value of ANIME token FDV reaches 2.5 billion US dollars, the airdrop value of a single Azuki NFT is about 40,700 US dollars; the airdrop value of Element NFT is about 4,070 US dollars;

• If the market value of the ANIME token FDV reaches 3 billion US dollars, the airdrop value of a single Azuki NFT will be approximately 48,900 US dollars; the airdrop value of Element NFT will be approximately 4,900 US dollars.

NFT airdrop value data of different levels under different FDV market values

ANIME VS PENGU: NFT floor price is lower, airdrop may not be as good as the latter

Before the Pudgy Penguins token was launched, the floor price of Pudgy Penguins NFT once rose to about 35 ETH, worth about $140,000; the number of PENGU tokens that can be applied for a single NFT is 1.8 million. Based on the high exchange price of $0.055, the return of a single NFT airdrop is about $99,000. (For details, see the article Pudgy Penguins Launches Airdrop Feast, Will It Drive Blue-chip NFT Tokens? )

The current price of PENGU is US$0.028, with a circulation of approximately 62.8 billion pieces and a total supply of approximately 88.888 billion pieces. The circulating tokens account for approximately 70.71% and the market value is approximately US$1.8 billion.

As of the time of writing, the floor price of Azuki NFT is temporarily reported at 14.14 ETH, worth approximately US$44,000; the floor price of Azuki Element NFT is temporarily reported at 1.8 ETH, worth approximately US$5,500.

Considering that Azuki has not yet officially released the ANIME token snapshot time and the specific rules for claiming ANIME token airdrops, we will temporarily use the floor price and the initial circulation of tokens as the main criteria for market value comparison and estimation.

If compared with the NFT floor price, the price of a single Azuki NFT is about 31% of the high price of a single Pudgy Penguins NFT;

In terms of the initial circulation ratio of tokens, ANIME’s initial circulation ratio is approximately 108.8% of PENGU’s circulation ratio.

Considering the past performance of PENGU tokens, the market value of ANIME tokens ranges from approximately US$1.944 billion to US$3.758 billion, and the price of a single token is approximately US$0.19 to US$0.37.

Conclusion: The development of anime narrative may be difficult to sustain, and Azuki still needs a new way out

In general, the token price of PENGU is supported by the IP route of Pudgy Penguins and the influence of the acquisition of Abstract by its parent company Igloo Inc. to build a new L2 network. In comparison, Azukis anime IP route is not only more expensive, but also has a higher risk of return and lower market acceptance.

Perhaps affected by this aspect, Azuki NFT is still far from the floor price of 25 ETH compared to the high point price . In the near future, when ANIME is officially launched, Azukis official team Chiru Labs will need to paint a more ambitious development blueprint to the market. Otherwise, the market price of ANIME may drop further, and the market value will be difficult to maintain above US$2 billion.

This article is sourced from the internet: Azuki coin issuance order number can earn $40,000? Hyperliquid and Kaito communities reap the benefits

Related: Bananas pasted on the wall, can the meme coin Ban, a combination of art and fruit, be included?

Original | Odaily Planet Daily ( @OdailyChina ) Author | Asher ( @Asher_0210 ) This morning, Justin Sun announced that he had purchased Maurizio Cattelan’s iconic work “Comedian” for $6.2 million , and commented that “This is not just a work of art, it represents a cultural phenomenon that connects the worlds of art, meme, and cryptocurrency communities. I believe this work will inspire more thinking and discussion in the future and become part of history.” Sothebys Cattelan Banana Auction As soon as the news came out, according to GMGN data, the Meme coin Ban, which has the Cattelan banana as its background and is listed on Binance contracts, rose by about 20% in five minutes, and its market value exceeded US$230 million in the short term. However, perhaps affected…