摘要：Arb近期IDO简要分析：密码是哪个？
Arb近期IDO简要分析：
(仅供大家参考，盈亏自负，当前市场回调下参与需谨慎)
废话就不说了，简单分析下+自我的预期操作
1. 15. Feb - Dsqaurred
项目简介：量化策略defi协议，部署与Arb和AVAX上， 产品目前公布的有三种不同策略的vault (arb两个，AVAX一个)
总结分析：项目质量一般，叙事无太大新颖，代币经济模型有ev模型和分红以及bond，较为完善但是没有其他创新
数据较乱，似乎不在camelot ido而是在自己官网上，官方增加第三轮有些坐地起价圈钱行为。有点在于private round，seed round，项目方手里token，以及ido的第二，三轮均有锁定时间开盘无解锁。按照目前信息只有public round1-69eth 会全解锁。
也就是说开盘流通极少，按照目前eth估计约13wu左右tge，fdv三轮打满的话25m fdv
Fdv高，开盘流通低
建议：根据目前数据开盘考虑参加round1-69eth上限，其他轮次不参加
2. 17. Feb - Nitrol Cartel 子项目Arbitrove
项目简介：神剑IDO，Nitro cartel是一个通过社区建立政体从而影响生态发展的治理协议，Arbitrove是 Arbitrum生态指数基金。Arbitrove治理代币Trove将在camelot进行IDO
总结分析：售卖 200m $TROVE (20% of total supply and 100% of initial supply)
总结分析：IDO为治理代币$FCTR, 可stake作为$veFCTR, ve后拥有：1. 50%分红权 2.决定协议费用水平和激励代币发放。因此有一定贿选价值
10%代币会在IDO发行，价格发现模型-最后根据具体需求决定价格，大家的参与价格会是一样的，IDO持续5天
$FCTR价格: $0.10-无上限
总量: 10,000,000 $FCTR (10% of total supply)，TGE 100%解锁
TGE流通市值：$1m-无上限
其余筹码：bootstrapping 4.2% 代币12个月linearly释放，团队15% 代币 24个月linearly释放
建议：项目热度不错，产品目前没有beta test版本，根据白皮书有创新及完善的产品构想和经济系统。由于是价格发现模式及无价格上限，建议先观望等快结束时看价格具体是多少。TGE在3m以下才会考虑参与也就是价格低于$0.3的话看情况谨慎参与
个人优先度：Arbitrove> FactorDAO > Dsqaurred
在加密行业你想抓住下一波牛市机会你得有一个优质圈子，大家就能抱团取暖，保持洞察力
想抱团取暖，或者有疑惑的，欢迎加入我们——公众号：狗哥他来了
感谢阅读，喜欢的朋友可以点个赞关注哦，我们下期再见！
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