@PlasmaFDN 的 XPL 公開銷售即將達到 3 倍超額認購,已承諾資本達 1.475 億美元。 在我們上週的報告中,我們分享了對於在銷售最後幾小時看到資本承諾湧入的預測。 隨著銷售在不到 12 小時內結束,看來我們的預測是正確的。@PlasmaFDN 的銷售目前已達到 2.95 倍超額認購,剩餘的 175 萬美元配額尚未被認領。 目前的平均超額認購為 4,477 倍,中位數為 1.86 倍。 平均超額認購金額似乎受到那些能夠及時將字面上的幾分錢投入 Plasma 保險庫的機會主義地址的影響。 例如,0x76899a7D611Bf9e6D26176cEae61301FCA8ebEff 能夠將 0.01 美元 USDT 投入其中一個 Plasma 保險庫。 雖然他們的保留金額遠低於 1 美分,但他們已承諾 1,820 美元,超額認購倍數為 13,194,492 倍。 這對他們來說可能會成為一個美麗且資本效率高的故事。 /every_cent_counts
Kairos Research
Kairos Research2025年7月23日
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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