This project is a 20-year-old project. Binance Alpha trading time is 19:00, Gate and MEXC spot trading time is 20:00. The project has raised 4 million USD. The current project has low popularity and belongs to the AIAgent agent trading + staking sector. Below we will analyze $MAIGA (formerly ThirdFi):

I. Investment Research Conclusion (Quick Summary)

Project Summary: AI Agent, Staking Token uses AI, oMAIGA staking tokens are unlocked based on trading volume, Chinese project

Simple Introduction:

Maiga.ai is an AI agent platform that provides AI-driven trading signals and alpha insights for cryptocurrency enthusiasts. Maiga.ai is designed for traders, creators, and speculators, combining advanced AI frameworks with real-time data to optimize users' DeFi strategies.

72% of the unissued tokens are oMAIGA, which follows the POT unlock mechanism.

$oMAIGA can only be converted into MAIGA through verified transaction activities under the Proof of Transaction (PoT) token consensus model.

(By increasing trading volume on the platform, tokens are allocated proportionally. In the first cycle, trading 600$MAIGA can earn 200$oMAIGA)

Valuation Analysis: Total token supply is 1 billion, circulating supply is 280 million, TGE selling pressure: Community round 2%, ALPHA 1%

1) First Round (2024): 2 million, valuation 20 million USD, corresponding token price 0.02

2) Strategic Financing (September 4th): 2 million, valuation unknown

Source of community round is not identified

Institutional financing total 4 million, token allocation about 15%, average institutional valuation 26 million, corresponding token price 0.026

Comprehensive Valuation Estimate: Recent alpha token market is hot, usually opens at 2-3 times the VC cost price, estimated reasonable token price is around 0.05-0.07

Comprehensive Evaluation [Observe Bullish]: AI Agent + Staking DeFi project, large TGE circulation is still in the hands of the project team, Chinese project needs to observe the project team's structure. If the opening price is around 0.05-0.07, it is considered reasonable. The PoT staking unlock mechanism is interesting, the first period incentive is also significant, if it opens lower, it can be bullish. Chinese project, if the opening market cap is too high, then proceed with caution.

II. Other KOL Opinions: 5 people were collected, 2 observed, 3 were bullish

1) ElevenEleve [Bullish]

@EleveResearch:

Highly controlled, the project team has a lot of tokens, high liquidity, external chips released are all oMAIGA, cannot be unlocked without trading, I think the incentive system can be considered as a positive factor, two aspects

1. Brings trading volume; 2. Some people buy but do not sell immediately, there is real buying pressure in the short term

It should not be below 0.05, the current sniping will cause the opening price to be very high

2) U.mi [Observation]

@crypto_umi888:

Strong backing from the funding team, POT mechanism is relatively innovative, more fair than traditional linear unlocking, long-term product practicality
Negative factors:
Token issuance is urgent, subsequent unlocking depends on platform trading volume. There are many good ones, competition is fierce
Watch the market cap at launch  If it opens low, you can play a bit. The recent $stbl attracted a lot of attention  No need to worry about exiting liquidity

3) Tutu [Observation]

@0xtututu:

As usual, watch the project team's structure. If the market cap is not high, it can be played a bit. Since the current ALPHA sentiment is high, monitor the project team's token situation, if they dump, run away. If the opening price is below 0.078U, consider taking a position, monitor the project team's address, this holder situation is not clean, could possibly secretly dump, if they dump, then run quickly

4) Junge [Bullish]

@LiFeng61532:

Total initial selling pressure is not big  , listing strategy: Free signals to attract community, PoT incentives to lock activity, paid "experts" agents to monetize
Based on similar projects, consider buying if the opening FDV is below 150 million
Binance Alpha users: can claim

5) 0x Qingshan [Bullish]

@0xHengxi:

A 2020 old project, two rounds of financing are relatively new, token economics is interesting, it is ve33 model, initial circulation is 28%, remaining 72% unlocks based on total trading volume, i.e., the project itself has a self-generated trading volume mechanism, regarding the token distribution, alpha is clear selling pressure, how many tokens have been distributed through marketing is unknown, basically can be considered highly controlled, bullish

Risk Warning: The above content is based on network information analysis and compilation, for project research discussion only, not to be used as investment advice.

Author: Sakura, ChainThink

Editor: Evan, ChainThink