2025-12-25 11:24:06

Solstice's ICO faces significant pressure in the current market environment. The core issue is the tokenomics design: 50% of the presale supply is unlocked on the first day, which means a $260 million initial valuation is needed to prevent early investors from losing money. However, looking at the ratio between TVL and FDV, the data is actually quite pessimistic.

Even more concerning is the distribution of supply. Airdrops account for nearly 8%, which doesn't sound like much, but the problem is that market demand for this project is already moderate. The real issue is: with such a large unlocking pressure, who is willing to take the next step and buy in? Early investors are eager to exit, and the new buying volume needed to stabilize the price must be very strong. Coupled with the current market trend, the overall environment is not very friendly to new projects. For such projects to break through, tokenomics must be designed more conservatively.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

9 Likes

Reward
9
6
Repost
Share

Comment

0/400

TokenToaster

· 2h ago

First day unlock 50%? Are you looking for death? Who dares to take this position --- That same old tired economic model again, I really can't stand it --- A $260 million initial valuation, what were they thinking --- Airdrop 8% sounds small, but the market simply doesn't buy it --- Still want to break the deadlock? Fix the token design first --- Suckers are almost extinct, yet they still play this game --- The market is so competitive, who cares about Solstice --- Early investors run away, later investors suffer huge losses, it's just a cycle --- This kind of token release rhythm is basically courting death --- The ratio of TVL to FDV clearly shows it can't be played

View OriginalReply0

CoinBasedThinking