Megaeth推出了絨毛NFT系列，針對5.4億美元的FDV

梅加斯（Megaeth）是一個專注於改善以太坊性能的實時區塊鏈，今天宣布，它將很快推出新的NFT系列：The Fluffle。

megaETH, a real-time blockchain focused on improving Ethereum performance, announced on Thursday that it will soon launch a new NFT series: The Fluffle.

梅加斯（Megaeth）是一個專注於改善以太坊性能的實時區塊鏈，週四宣布，它將很快推出新的NFT系列：The Fluffle。

The total number of this NFT series is 10,000, the whitelist price is 1ETH, and it is a non-tradable and non-transferable SBT (Soul Bound Token). The rights and interests of NFT holders include a future 5% token distribution, 50% can be unlocked on the TGE day, and the rest will be unlocked linearly within 6 months. The whitelist details have not yet been announced, but users can currently check whether they are eligible for the whitelist on the official website.

這個NFT系列的總數為10,000，白名單的價格為1th，它是不可交易且不可推動的SBT（靈魂綁定令牌）。 NFT持有人的權利和利益包括未來的5％令牌分配，50％可以在TGE Day解鎖，其餘的將在6個月內線性解鎖。白名單的細節尚未宣布，但是用戶目前可以檢查他們是否有資格在官方網站上使用白名單。

megaETH is one of the popular Ethereum expansion solutions in this round. On June 27, 2024, it completed a $20 million seed round of financing, and received financial support from institutions and celebrities such as Dragonfly, Robot Ventures, Folius Ventures and Vitalik Buterin. In December 2024, it conducted a community round of financing on the Echo platform, completing the $10 million financing target within 3 minutes, and its valuation has exceeded $200 million.

Megaeth是本輪流行的以太坊擴展解決方案之一。 2024年6月27日，它完成了2000萬美元的種子融資，並獲得了機構和名人的財政支持，例如蜻蜓，機器人風險投資，Folius Ventures和Vitalik Buterin。 2024年12月，它在Echo平台上進行了社區融資，在3分鐘內完成了1000萬美元的融資目標，其估值超過了2億美元。

However, the NFT sale launched by megaETH has caused heated controversy in the community. On the one hand, some players believe that the odds of this fundraising are extremely high and actively accept whitelists off-site. On the other hand, some players question whether megaETH is a disguised ICO and is harvesting the community in advance before the bull market ends. So who is more reasonable? Odaily Planet Daily will sort out the views of both parties in this article for readers' reference, and it is not intended as any investment advice.

但是，Megaeth發起的NFT銷售在社區引起了激烈的爭議。一方面，有些球員認為，籌款的機率非常高，並且積極接受現場白人。另一方面，一些玩家質疑Megaeth是否是偽裝的ICO，並且在牛市結束之前就提前收穫了社區。那麼誰更合理？ Odaily Planet Daily將在本文中對讀者的參考進行分解雙方的觀點，並且不打算作為任何投資建議。

Proponent: The valuation is reasonable and worth participating in

擁護者：估值是合理的，值得參與

There is no doubt that the highlight of megaETH's The Fluffle series of NFTs lies in the future 5% token airdrop allocation. Therefore, the community generally regards it as a "shell coin sale" activity. The project party that successfully sells the tokens will receive 10,000 ETH, which is approximately US$27 million at this stage (if ETH does not fall). If the FDV of the tokens is calculated based on the 5% airdrop ratio, it will be US$540 million.

毫無疑問，Megaeth的The Fluffle系列NFT的亮點在將來是5％的代幣空調分配。因此，社區通常將其視為“外殼硬幣銷售”活動。成功出售代幣的項目聚會將獲得10,000 ETH，目前約有2700萬美元（如果不落下）。如果代幣的FDV是根據5％的氣流比計算的，則為5.4億美元。

If the previously raised $30 million is added, megaETH’s total financing will reach $57 million. Based on the general token valuation of 20 times the financing amount, megaETH’s FDV is only $1.14 billion.

如果添加了先前籌集的3000萬美元，Megaeth的總融資將達到5700萬美元。基於融資金額的20倍估值，Megaeth的FDV僅為11.4億美元。

But whether it is the FDV of $540 million calculated based on NFT pricing or the FDV of $1.14 billion estimated based on the financing amount, community players who support megaETH believe that the valuation is still within a reasonable range and has a potential return of at least 10 times. After all, compared with the FDV of the previous popular Ethereum expansion schemes TEG, such as ZKsync ($4.2 billion), Starknet ($19.5 billion) and Blast ($2.7 billion), megaETH’s current FDV is indeed not high, and is even still lower than Starknet’s current circulating market value of $660 million.

但是，無論是根據NFT定價計算的5.4億美元的FDV，還是根據融資金額估算的11.4億美元的FDV，支持Megaeth的社區參與者認為，估值仍在合理的範圍內，並且至少具有潛在的回報率10次​​。畢竟，與以前流行的以太坊擴張計劃的FDV相比，例如Zksync（42億美元），Starknet（195億美元）和Blast（27億美元） Starknet目前的循環市場價值為6.6億美元。

ABCDE Venture co-founder BMAN published an article to support megaETH : "They could have raised more funds, but they rejected the VC's $1 billion offer and chose to use the retro ICO method to give tokens to more communities. I believe this is an attractive opportunity for liquidity, and it is also the most asymmetric opportunity in recent times. As an investor, I am very happy that Ethereum has returned to the simple, retro ICO era."

ABCDE Venture聯合創始人Bman發表了一篇文章，以支持Megaeth：“他們本可以籌集更多資金，但他們拒絕了風險投資公司10億美元的報價，並選擇使用Retro ICO方法將代幣捐贈給更多社區。我相信這是一個有吸引力的人流動性的機會，這也是最近作為投資者的最不對稱的機會，我很高興以太坊回到了簡單，復古的ICO時代。”

enzoblue, a team member of the NFT project CyberKongz, even made a bold statement : if there are people who don’t want to be on the whitelist, feel free to DM them.

NFT項目Cyber​​kongz的團隊成員Enzoblue甚至大膽地發表了聲明：如果有些人不想成為白名單，請隨時dm他們。

Some community players have also seen through the reason why megaETH is "selling coins through a backdoor listing". On the one hand, the use of SBT can avoid the speculation of NFT in the secondary market; on the other hand, it clearly defines NFT as a "collectible", which reasonably avoids legal risks and gives the private placement price, which is almost the same as VC, to the community in the form of NFT. In the face of community doubts, megaETH co-founder Bing Xiong also said frankly ; "We can't directly give the token ICO to the community. We can only lower the valuation in this way and give it to the community in the form of NFT. Whether people buy it depends on their own valuation of the project."

一些社區參與者還看到了Megaeth“通過後門列表出售硬幣”的原因。一方面，SBT的使用可以避免在二級市場中猜測NFT；另一方面，它清楚地將NFT定義為“收藏品”，它可以合理地避免法律風險，並以NFT的形式將私人定位價格（幾乎與VC）賦予社區。面對社區懷疑，梅加斯聯合創始人寧格（Bing Xiong）也坦率地說。 “我們不能直接將像徵性的ICO給社區。我們只能以這種方式降低估值，並以NFT的形式將其交給社區。人們是否購買它取決於他們對項目的估值。”

Opposition: The main network has not been moved, and the harvest is premature

反對派：主要網絡尚未移動，收穫為早產

Of course, in this cryptocurrency world where truth and falsehood are mixed and innocence depends entirely on eloquence, if you want to understand the real thoughts of the project owner,

當然，在這個加密貨幣世界中，真理和虛假的混合，無罪完全取決於口才，如果您想了解項目所有者的真實思想，