Bid-one

Point prices for 20 perps. Pure math @variational_io - $7 ~$300m implied. 9.15m total points (3m retro + 150k weekly till q3). assuming 20% drop allocation @etherealdex - $0.005 no premarket. no polymarket odds. assume $150m fdv, 20% drop. ~6.5b points. upside - possible $ena extra drop @hyenatrade - $0.01 24 weeks × 100m = 2.4b points. rough guess. also $ena + based potential upside @GeniusTerminal - $0.18 lowered my fdv to $400m. 200m points. 8.8% drop (aster case study). launch before april 12. still one of the cleanest setups @OstiumLabs - $1 ~$200m fdv. 35m points. assume 15% drop @backpack - $0.25 per point / $0.12 token ~$500m fdv implied by market. ~500m points, 1b tokens. 24% allocated to points @paradex - $0.14 ~$200m fdv. 350m points. 25% drop @pacifica_fi - $0.05 ~$200m fdv. ~300m points now + ~300m more incoming. assume 15% drop @hibachi_xyz - $0.5 assume $200m fdv. 43m current points + 500k weekly till q2 end. call it ~52m total. 15% drop @extendedapp - $1 ~$200m fdv. 50m points. assume 25% community allocation @nadoHQ - $1.5 ink premarket ~$450m. assume 10% to perps. 30m points @reya_xyz - $1.5 ~$100m fdv. 20% drop. 12m total points. lower than this = poverty tier @BullpenFi - $0.1 assume $50m fdv. 100m points. 20% drop. previously i was 20x more bullish. reality check @edgeX_exchange - $25 closest to $1b narrative. modeled at $800m. 8m points. 20% drop @grvt_io - $10 ~$250m fdv. 5m points. 20% drop (23% total but part goes broader community) @BasedOneX - $0.2 ~$100m fdv. 100m points. 20% drop. already optimistic given emissions schedule @prjx_hl - $0.013 modeled at $20m fdv (hyperlend comp at $15m). 20% drop. 226m points now + similar incoming @DefxOfficial - $1 modeled at $40m fdv. 4m points. 10% drop @01Exchange - $1 early stage. ~$100m fdv assumption. 10m points. 10% drop @o1_exchange - $0.055. ~$50m fdv. 88m total points (2 seasons). 10% drop Thoughts?