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Arbitrum Airdrop Season + Perpy, APE or not?

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Arbitrum Airdrop Season + Perpy, APE or not?

Read this Duneboard & Data to help u

2lambroz.eth
Mar 20, 2023
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Arbitrum Airdrop Pumped PerpyFinance Camelot Auction to the moon

How much did $ARB influenced the auction momentum?

Should u ape in on the 21st on $PRY TGE?

Checkout everything with dashboard & Data

📌TLDR

🔹Retail went hard in auction after $ARB token announcement on 16th

🔹More bigger investor took part in the auction

🔹More investment from non-whitelist investors vs white listed

🔹Ape or not on 21st when $PSY TGE?

📍Numbers are meaningless when u can't campare.

Using $WINR as comparison as its capped auction @CamelotDEX too

Difference

🔹$WINR testnet product (but quite finished with gamble games & staking)

🔹$PRY working product

🔹$WINR has more twitter exposure vs $PRY (gut feel)

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🤔Number of Auction participant

  • @PerpyFinance 3,925 ✅

  • @WINRProtocol 2,843

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🤔Amount Raise

  • @PerpyFinance 5m, 20m FDV, 5.75m inital Mcap ✅

  • @WINRProtocol 2.8m, 28.65m FDV, 2.58m inital Mcap

  • Perpy was fully filled early and WINR was not fully subscribed

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🤔Whitelist ainvestor VS Non Whitelist investor

  • Perpy has a slow start with whitelisted investor but a huge spike of non whitelisted investors after $ARB token announcement on

  • 💸Majority of the funds are generated after the whitelist process

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🤔More "whales" invested amount investor

  • 1.3m raised compare to 63k investment in above 25k investment

  • 830k compare to 326k raised in 5k-10k investment

  • ❓Is it because of $WINR was a profitable IDO for investors n they are doubling down on the latest launch?

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📍Ape or not on 21st

Since 16th $WINR 0.04 (3.9m Mcap) to 0.07 (9.4m Mcap)

Personally i think both token are $ARB token hype driven, either one has show a strong sign of cult following or product traction.

if i put my degen hat on, given if the market stay hot

WIth 5.75 inital Mcap potenitally some funds rotation, $PRY might be able to look for 8m-12m Mcap. approx 1x gain.

Do note both tokens are micro-caps, degen play. i prob just do some quick short trades if im free.

i still think in mid to long term if there are not significant development it might is still a ❌unproven market and ❌over priced.

Short trade wise ✅narrative, ✅hype, ✅$ARB

Pick ur move wisely anon

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Check out my full intro & analysis here

2lambroz.eth’s Substack
First Fixed price, hard cap launch on CamelotDex
First Fixed price, hard cap launch on @CamelotDex @arbitrum Will this fix Camelot's launch problem? Copy trading protocol @perpyFinance 📍In the Thread 1️⃣ What is Perpy 2️⃣ Opportunities & Challenges 3️⃣ Summary But first check out my sponsor ! ArchimedesFi is having their second leverage round 🏛️…
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3 months ago · 5 likes · 2lambroz.eth

Check out more detail about the numbers & full duneboard here

https://dune.com/aleawu/perpy-fair-auction-on-camelot

follow my bro @AwuAle

Thanks for reading

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2 Comments
Zebulon
Mar 20Liked by 2lambroz.eth

👍your insights are great! I'd rather miss it than be impulsive

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