This project is a Binance/Upbit Grand Slam project, with Binance Alpha trading time at 19:00, Binance spot trading time at 21:00; Upbit trading time at 22:00. WLFI investment, this project has top-tier popularity and attracts widespread attention across the network, belonging to the stablecoin staking sector. Below we will conduct a detailed analysis of $FF (Falcon Finance):

I. Investment Research Conclusion (Quick Summary)

Project Summary: WLFI Investment + DWF Market Making Stablecoin Issuer, Top-tier Sector, Upbit Grand Slam Listing Model

Simple Introduction:

Falcon Finance is a centralized-decentralized finance (CeDeFi) stablecoin issuer supported by DWF Labs, a general collateral protocol that allows users to mint over-collateralized synthetic USD (USDf) from various liquid assets, while issuing interest-bearing staking tokens (sUSDf).

Valuation Analysis: Total token supply 1 billion, circulating supply 23.4%, selling pressure 10%+ (Binance ALPHA 1%, Binance Holder 1.5%, Public Sale 1.1%, Airdrop 7.2%, Locked 70%)

1) WLFI Investment: $10 million, July 30th, allocated 4.5% tokens, cost price 0.022

2) Buildpad Public Sale: $4 million, public sale price 0.035 or 0.045, allocated tokens approximately 1%

Total Fundraising: $14 million

Comprehensive Valuation Estimated: Institutional Cost 0.022u, Pre-market Price 0.25, High Attention Projects Short-term Valuation Uncertain, Need to Look at Community Sentiment

Comprehensive Evaluation [Short-term Bullish]: Stablecoin Staking Project, Airdrop Launch Time Whale Unlock in Phases, Lock-up for 6 Months, Short-term Reference USUAL, Spot Launch Short-term Bullish, Upbit Grand Slam Listing Model, High Network-wide Attention, 7:45 AM New Token Unlock, 8:00 AM Airdrop, 9:00 AM Spot Launch, Reference Mira, 0G Trading Methods, Upbit Launches Spot 1 Hour Later than Binance, Expected on-chain Premium.

II. Other KOL Opinions Summary: 5 People Recorded, Observing Mainly, High Game Theory

1) ElevenEleve [Observation]

@EleveResearch:

Apple Coin, just see the final chip structure is good or not, KOL collective optimism brings buying pressure and reduces short-term selling pressure

Wait for the wallet airdrop on the 29th, 2.5B profit and loss ratio is a bit poor, won't go up anymore

2) Steven Song [Observation]

@StevenBayesian

Overall, $0.25 is an important reference point for FF's price. Whether the actual price can reach $0.50 or higher depends on the project's own popularity and the overall market situation.Buying low and not chasing high is always a good strategy.

3) Tuti [Observation]

@0xtututu：

DWF's market making style has always been bold and decisive, if the high control can take it several times up, as long as people are willing to accept, they can pour the project to you, if the ALPHA opening price is below the pre-market price, I will consider taking one hand, if above, then not considering, better to wait for Binance to open and wash out later.

4) Fenglin.eth [Observation]

@Akirapunk99

Stablecoin concept protocol projects, resources and partners are all top-tier, but fundraising is much lower than plasma, if the opening price is not high, there is a high possibility of pump, also a very good project, worth long-term attention, if there is a pumping action within two days after listing, it is recommended to gradually reduce positions, wait for a pullback and then add again, if it continues to fall, do not recommend buying the dip.

5) U.mi [Neutral]

@crypto_umi888
WLFI fundraising, hot project, community is very fomo
Expected listing on Korean exchanges $FF Everyone will be locked for 70%

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

Author: Sakura, ChainThink

Reviewer: Evan, ChainThink