1/ $ROBO (Fabric) Upcoming TGE, currently there are three completely disconnected "price anchors" in the market with significant information gaps. All holders are advised to read:


Anchor A (Kaito new issue cost): $400M FDV This is the hard cost at the public sale at the end of January. 100% TGE release. This means the baseline for IDO players is $0.04. Anchor B (Polymarket prediction): Bullish sentiment is strong. Players on Polymarket are heavily betting on the market cap after opening. Most funds are betting on $400M, $500M. Anchor C (Aspecta pre-market): $300M FDV This is currently the most "real" transaction price and also the lowest pricing.
2/ Spot the loophole? There is a serious "valuation inversion" here. Kaito's new issue participants are currently at a 25% paper loss compared to Aspecta's price. Meanwhile, Polymarket predictors believe the price will be far above $400M.
Polymarket is a "talking shop": Everyone is betting on a probability, not involving actual token buying and selling exchanges, making it easy to be swayed by emotions. Kaito is the "past tense": $400 million is set by the project team, not by the market. Aspecta is the "present continuous": The $300M here is real.
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