2024 Airdrop Token Comparative Analysis: Not All Will Experience a Price Drop, FDV and Real Demand Are More Important

Original source: stacy_muur X account

Author: Stacy Muur

Compiled by: Deep Tide TechFlow

$W - @wormhole

• Initial airdrop: 617 million $W (6% of total supply)

• Initial airdrop value: $1 billion

• Current value: $345 million

• Initial price vs current price: -64%

$ALT - @alt_layer

• Initial airdrop: 300 million $ALT (3% of total supply)

• Initial airdrop value: $90 million

• Current value: $110 million

• Initial price vs current price: +28%

$ETHFI - @ether_fi

• Initial airdrop: 60 million $ETHFI (6% of total supply)

• Initial airdrop value: $202 million

• Current value: $300 million

• Initial price vs current price: +47%

$ENA - @ethena_labs

• Initial airdrop: 750 million $ENA (5% of total supply)

• Initial airdrop value: $450 million

• Current value: $690 million

• Initial price vs current price: +75%

$ZK - @PolyhedraZK

• Initial airdrop: 150 million $ZK (15% of total supply, linear release over 36 months)

• Initial airdrop value: $480 million (in release)

• Current value: $210 million (in release)

• Initial price vs current price: -43.8%

$ZETA - @zetablockchain

• Initial airdrop: 31.5 million $ZETA (1.5% of total supply)

• Initial airdrop value: $52 million

• Current value: $47.5 million

• Initial price vs current price: -10%

$REZ - @RenzoProtocol

• Initial airdrop: 700 million $REZ (7% of total supply)

• Initial airdrop value: $105 million

• Current value: $94.5 million

• Initial price vs current price: -6.3%

$NOT - @thenotcoin

• Initial airdrop: 8 billion $NOT (80% of total supply)

• Initial airdrop value: $466 million

• Current value: $413 million

• Initial price vs current price: -17%

Conclusion

Always pay attention to fully diluted valuation (FDV) and the reasonableness of product demand.

PS: In this discussion and the calculation of initial airdrop value, I excluded the first hour's sniper candlestick, which may mislead users. This article aims to determine the actual sellable price of the airdrop.