After some thought, I bought a few @HanaNetwork Capsule Shop NFTs. 1️⃣ The investment background includes Allince DAO and OrangeDAO, and it has also received incubation from Binance. 2️⃣ The last round was valued at 100 million, with 21% in circulation initially, which is about 21 million. Even if 5% of that is allocated for NFT airdrops, that amounts to 5 million USD, with 10,000 NFTs, meaning each can be airdropped 500 USD. Currently, the floor price for the NFT is only 60 USD (0.02 ETH). This means that even if the last round valuation expectation doesn't hold, it shouldn't drop below this 60 USD for a single airdrop, making the risk-reward ratio quite favorable. 3️⃣ The official pinned tweet indicates that most airdrops will be given to NFT holders, suggesting that the number of airdrops should be at least equal to or greater than my 5% estimate. 4️⃣ Additionally, the NFT MINT price is 0.027 ETH, which is currently in a state of underperformance; I don't think it will go much lower. 5⃣ The project's clearly defined next phase is the TGE, and there are hints in the tweets that it may happen in July, possibly this month. The time window is very short. It won't significantly increase everyone's capital lock-in cost. 6️⃣ There are expectations of profit, but don't set your expectations too high; a doubling should be quite feasible. 7️⃣ I have invested, so I have a vested interest; please make your own judgment. 8️⃣ Currently, many projects in the market like to issue NFTs for hype, but the future NFT scenarios haven't really explored a clear path. It feels more like a pre-hype for token airdrops and airdrop certificates. So, consider whether to hold long-term after the airdrop, and proceed with caution.
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