Penjualan publik XPL @PlasmaFDN mendekati 3x overlanggan, dengan modal berkomitmen $147,5 juta. Dalam catatan kami dari minggu lalu, kami membagikan prediksi kami seputar melihat masuknya komitmen modal dalam beberapa jam terakhir penjualan. Dengan penjualan berakhir dalam waktu kurang dari 12 jam, tampaknya kami benar. Penjualan @PlasmaFDN sekarang 2,95x over-subbed, dengan 1,75 juta sisa alokasi belum diklaim. Kelebihan langganan rata-rata saat ini adalah 4.477x, dan median adalah 1,86x jumlah rata-rata over-sub tampaknya miring oleh alamat oportunistik yang mampu mendapatkan uang sen literal ke lemari besi Plasma tepat waktu. Misalnya, 0x76899a7D611Bf9e6D26176cEae61301FCA8ebEff bisa mendapatkan $0,01 USDT ke salah satu brankas Plasma. Sementara jumlah cadangan mereka jauh kurang dari 1 sen, mereka telah berkomitmen $1.820, kelipatan over-sub 13.194.492x. Bisa menjadi cerita yang indah dan efisien bagi mereka. /every_cent_counts
Kairos Research
Kairos Research23 Jul 2025
The @PlasmaFDN public sale via @echodotxyz is currently ongoing and will conclude in roughly 6 days, on Monday, July 28 at 9:00 AM ET So far, the $50m public sale is 1.17x over-committed in total, even with 36.6% of reserved allocation remaining unclaimed. The average committed amount by users is 51x their reserved amount, while the median committed amount is 1.8x. According to Plasma's blog post: "Depositors who (i) secured an allocation during the deposit period and (ii) successfully completed onboarding through Sonar are guaranteed an XPL allocation during the public sale and can commit their funds at any point during the sale window. Additionally, overcommitments are permitted to secure any allocated, but unpurchased XPL. At the conclusion of the sale, any unpurchased XPL from reserved allocations will be sold proportionally to participants who commit additional funds, based on their share of total committed funds. To be eligible, you must include the additional funds as part of your commitment during the sale window. This mechanism ensures unused allocation is efficiently reallocated to long-term aligned participants. Over-committed capital will be returned to participants after the token sale is completed." We predict there will be an influx of reserved allocations purchased in the last few hours, and we'll post an update once the sale has completed where we unpack the data.
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