Megaeth推出了绒毛NFT系列，针对5.4亿美元的FDV

梅加斯（Megaeth）是一个专注于改善以太坊性能的实时区块链，今天宣布，它将很快推出新的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）是一个专注于改善以太坊性能的实时区块链，周四宣布，它将很快推出新的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.

这个NFT系列的总数为10,000，白名单的价格为1th，它是不可交易且不可推动的SBT（灵魂绑定令牌）。 NFT持有人的权利和利益包括未来的5％令牌分配，50％可以在TGE Day解锁，其余的将在6个月内线性解锁。白名单的细节尚未宣布，但是用户目前可以检查他们是否有资格在官方网站上使用白名单。

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是本轮流行的以太坊扩展解决方案之一。 2024年6月27日，它完成了2000万美元的种子融资，并获得了机构和名人的财政支持，例如蜻蜓，机器人风险投资，Folius Ventures和Vitalik Buterin。 2024年12月，它在Echo平台上进行了社区融资，在3分钟内完成了1000万美元的融资目标，其估值超过了2亿美元。

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发起的NFT销售在社区引起了激烈的争议。一方面，有些球员认为，筹款的几率非常高，并且积极接受现场白人。另一方面，一些玩家质疑Megaeth是否是伪装的ICO，并且在牛市结束之前就提前收获了社区。那么谁更合理？ Odaily Planet Daily将在本文中对读者的参考进行分解双方的观点，并且不打算作为任何投资建议。

Proponent: The valuation is reasonable and worth participating in

拥护者：估值是合理的，值得参与

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.

毫无疑问，Megaeth的The Fluffle系列NFT的亮点在将来是5％的代币空调分配。因此，社区通常将其视为“外壳硬币销售”活动。成功出售代币的项目聚会将获得10,000 ETH，目前约有2700万美元（如果不落下）。如果代币的FDV是根据5％的气流比计算的，则为5.4亿美元。

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.

如果添加了先前筹集的3000万美元，Megaeth的总融资将达到5700万美元。基于融资金额的20倍估值，Megaeth的FDV仅为11.4亿美元。

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，无论是根据NFT定价计算的5.4亿美元的FDV，还是根据融资金额估算的11.4亿美元的FDV，支持Megaeth的社区参与者认为，估值仍在合理的范围内，并且至少具有潜在的回报率10次​​。毕竟，与以前流行的以太坊扩张计划的FDV相比，例如Zksync（42亿美元），Starknet（195亿美元）和Blast（27亿美元） Starknet目前的循环市场价值为6.6亿美元。

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联合创始人Bman发表了一篇文章，以支持Megaeth：“他们本可以筹集更多资金，但他们拒绝了风险投资公司10亿美元的报价，并选择使用Retro ICO方法将代币捐赠给更多社区。我相信这是一个有吸引力的人流动性的机会，这也是最近作为投资者的最不对称的机会，我很高兴以太坊回到了简单，复古的ICO时代。”

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项目Cyber​​kongz的团队成员Enzoblue甚至大胆地发表了声明：如果有些人不想成为白名单，请随时dm他们。

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."

一些社区参与者还看到了Megaeth“通过后门列表出售硬币”的原因。一方面，SBT的使用可以避免在二级市场中猜测NFT；另一方面，它清楚地将NFT定义为“收藏品”，它可以合理地避免法律风险，并以NFT的形式将私人定位价格（几乎与VC）赋予社区。面对社区怀疑，梅加斯联合创始人宁格（Bing Xiong）也坦率地说。 “我们不能直接将象征性的ICO给社区。我们只能以这种方式降低估值，并以NFT的形式将其交给社区。人们是否购买它取决于他们对项目的估值。”

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

反对派：主要网络尚未移动，收获为早产

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,

当然，在这个加密货币世界中，真理和虚假的混合，无罪完全取决于口才，如果您想了解项目所有者的真实思想，