Can the sunlit airdrop of Fat Penguins save the narrative of NFTs?

Recently, there are two NFT-related projects, ME launched on Han, and the top blue-chip Fat Penguins also issued tokens with a market capitalization close to three times that of its big brother APE, but from the price trend, the narrative of NFTs itself has become less sexy. Below, I will talk about my views on the valuation of PENGU??

?? The purpose of the sunlit airdrop of Fat Penguins is to throw money around

Big penguins, small penguins, Solana and ETH OG wallet airdrops, Binance BNB HODLer airdrops. From a few thousand dollars to tens of thousands of dollars. Apart from PENGU's airdrop, many well-known projects like ZK, L0, DYM have cumulative airdrops of nearly $100,000.

The success of Pudgy Penguins cannot be separated from its active community, which is the best at creating excitement and has the most cross-border collaborations among NFTs. Through various activities, they enhance community cohesion, allowing the community to have the most active and loyal user base in the crypto field, which is probably their value.

?? Valuation Analysis

Based on the current circulating market value of PENGU at $1.46 billion and an FDV of $2 billion. The big brother APE has a circulating market value of $730 million and an FDV of $1 billion. It's hard to say who is overestimated and who is underestimated, after all, the big brother has already laid flat.

?? Track Analysis

Is there still value in the NFT track? We can judge by the former NFT trading leader OpenSea. OpenSea's peak valuation once reached $13.3 billion, and the current valuation is less than $2 billion. The overall valuation in the crypto circle is somewhat high, but we can see that the ceiling for track valuations will not exceed $10 billion, and the feedback from the capital market is the most realistic valuation.

The best way to enjoy the market dividend of Web3 is to hold BNB, which is a win-win situation = principal protection, earning tokens + launchpool + megadrop + HODLER airdrop.

In the next layout direction, I will guide everyone to aim for the lucrative opportunities in altcoins, especially those projects with great potential. An expected space of more than 10 times is not a problem. If you want to make big money in a bull market, like + leave a message, and I will take you to layout the entire bull market together! $BNB $SOL $BTC #圣诞行情分析 #圣诞行情分析 #本周微策略是否继续增持BTC？ #萨尔瓦多将“加速”增持BTC