The project will be directly listed on Binance Smart Contract, with Binance Alpha trading time at 15:00 and Binance Smart Contract trading time at 15:30. The financing amount is 17 million, the project's popularity is average, but the team and financing background are strong, belonging to the L1 infrastructure + AI agent sector. Below we will analyze $COAI (ChainOpera AI) in detail:

I. Investment Research Conclusion (Quick Summary)

Project Summary: L1 Infrastructure + AI Agent Sector, 17 million in financing, Chinese Team and VC Background (Strong Strength, Early Investors Include XRP CIRCLE SUI, etc.), Pre-Opening Price 0.54

Simple Introduction:

ChainOpera AI provides an L1 blockchain and protocol for co-owning and co-creating decentralized AI apps and Agents, supported by a Federated AI operating system and platform.

Valuation Analysis: Total Token Supply 1 billion, Circulating Supply 19.6%, Sell Pressure 2.5% (Binance ALPHA 1%, Community 1.5% from Airdrop)

1) Seed Round: 17 million, led by IDG and Finlity, XRP CIRCLE SUI Coinbase Early Investors, Strong Strength

Total Financing 17 million, VC Allocated Tokens 15.9%, Corresponding Valuation 107 million, Corresponding Institutional Cost Price 0.107

Comprehensive Valuation Estimate: Expectation of Listing, Recent New Coin Market Sentiment is Good, Top Projects Are Listed at 5 Times or More of Institutional Cost, Pre-Opening Price 0.5 Is Reasonable, Expected FDV Over 500 million

Comprehensive Evaluation [Bullish]: Hot Sector of AI Agent Infrastructure, Strong Team Background, Members Are Academicians and Chief Software Engineers at Tencent, VCs Are Old OGs Investing in Infrastructure (XRP CIRCLE SUI Coinbase Early Investors), Strong Strength, Project Team Has High Control, Only Binance ALPHA Has Sell Pressure at Opening, Recent New Coin Sentiment is Good, All Indicators Have Expectation of Listing, It Is Possible to Enter at a Price Lower Than Pre-Opening Price.

II. Comprehensive View of Other KOLs: 5 People Collected, 2 Bullish, 1 Observant, 2 Neutral

1) ElevenEleve [Neutral]

@EleveResearch:

Low External Circulation, Only Alpha Before 4 O'clock, Small Community Shares; Investment Institutions Are Also Good; The Sector Is Also Good; But The Pre-Opening Price Is Too High, Space Is Limited

Today's Attention Is on XPL.

2) ByteWen [Observant]

@bytewen：

Financing 17 million USD, 15.8% of tokens allocated, institutional cost price 0.11 USD. Airdrop ratio is not high, only half of alpha ratio, sell pressure should be moderate. Outside the project team, only 1.5% from airdrop and 3% from alpha are outside, project team has high control, and only 3% of alpha tokens have sell pressure at listing, airdrop can be claimed at 4 PM, those who want to participate can wait until alpha sell pressure ends to see.

3) Tuto [Neutral]

@0xtututu：

Although the document states that ALPHA gets 3%, it actually only got 1%, probably given to Binance for activities.

The project team has high control, pancake pool price is 0.1U, around 0.2 if given an opportunity, it would be a wave up.

Looking at the community's complaints, claiming airdrop requires KYC, which is very troublesome, airdrop will be open for claiming at 4 PM.

4) Fenglin.eth [Observant Bullish]

@Akirapunk99

Early users received only 1.5%, Binance Alpha received 3%, there may be a crash in the first few minutes before opening, if not sold immediately, it is not recommended to rush to sell, wait for the price to stabilize before selling. So far, it is more likely to pump the price, but the pre-opening price of 0.648 is too high, see what the Binance opening price is, if it is around 0.4, you can take one hand and wait for the pump. If it continues to decline, then exit. It is not a three-no project, nor an emotional sector, the possibility of a separate pump later is very small. If it continues to decline, do not try to bottom pick.

5) 0x Qingshan [Observant Bullish]

@0xHengxi

Community airdrop requires KYC certification, the number of airdrop is not queryable

Only alpha sell pressure, the time when the community airdrop is opened determines the degree of project team manipulation

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

Author: Sakura, ChainThink

Reviewer: Evan, ChainThink