jakiro
Author: Sun and Moon Source: Medium
First, understand node sales first.Node sales are actually a new type of tokens.It is a way to benefit from various parties.For the project, a decentralized network itself requires a lot of nodes.For the project, node sales have also become a new way of financing.For our retail investors, the current projects are all high -valuations, and it is difficult for the secondary market to have good opportunities to make money.Participating in node sales is to invest in the project before the project.
In general, from the point of view of node tokens, Carv is the most generous. The 25% of the total number of reward nodes is the most distributed in the three, and the total amount of 12.5% of the total amount in the bull market was released in the first year.It is more than twice the other two projects.
From the perspective of sales, Sophon sells 30,000 ETH and AETHIR sells 40,000 ETH.Carv is about to start, and it is not expected to be too bad.You can use this as a reference basis.
1 Introduction
AETHIR is a decentralized computing platform.AETHIR aims to build scalable, decentralized Yunji Infrastructure (DCI). The Internet helps games and artificial intelligence companies, regardless of scale, hand over the products directly to consumers.Pystone hardware.AETHIR solves the problem of market fragmentation in a decentralized cloud.
Sophon is an ecosystem centered on entertainment, using ZKSYNC’s hyperchain technology to build a modular summary.As a ZKSYNC hyperchain using ZK Stack, Sophon aims to customize any high throughput applications (such as artificial intelligence and game applications).
CARV aims to build the largest modular data layer to provide data services for Gamefi and AI.It firmly controlled the individual by ensuring privacy, ownership and control, completely changing the method of data use and sharing, and creating the future of data to create value for everyone.Carv has 2.5 million registered users, 1.2 million monthly live users, and more than 750 games and artificial intelligence companies integrate the CARV ecosystem
2 Node tokens
The total amount of CARV is 1 billion, and the reward for nodes is 25%.
The total amount of AETHIR tokens is 42 billion, for node rewards for 15%.
The total amount of tokens of SOPON has not yet been announced, and the total amount of node rewards accounts for 20%.
The total amount of tokens in XAI is 2.5 billion pieces, and the DAC and nodes are 42.09%.
Therefore, 42.09% of XAI is for nodes and DACs, but there are more rewards to nodes.Among the recent sales of several nodes, CARV has the most tokens to nodes.
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3 The first year node release tokens
The release of node tokens is the most critical in the first year.Because the probability of the future is a bull market, the price will be better.After that, it may enter the bear market, and the release of the tokens is constantly cumulative, and both institutions and teams have begun to unlock, so it is normal for the price of currency to fall by 10 times.So the node release, focus on how much currency can be dug within one year.
The 42.09% assigned by XAI is composed of two parts.How much is the release of the specific node? We calculate according to the official release diagram given by the official. The initial daily release of the XAI is 1.712 million.856,000 pieces are released daily.According to the calculation of XAI, the release of about 440 million pieces in the first year, 85% of which are used for node rewards, which is 374 million, accounting for about 14.98%
The reward of CARV nodes is 25%, but its tokens are released faster.According to the official white paper, the CARV token was released in the first year of 50%, which is 12.5%of the total.Basically the same as xai
The release rules of AETHIR are not clear, but it only shows that there are 4 years of release time.Node rewards are only 15%of the total, and it is expected to be around 5%to 7%in the first year.The root cause is that AETHIR has left a lot of rewards for mining for computing providers.
The node reward of SOPON has three years of linear release, and 27.78%was released in the first year, which is 5.56%of the total tokens.
For node token awards, CARV released 12.5%in the first year, the largest of the three items.The share of AETHIR and SOPON to nodes is only 5%of the total, which is relatively much less.
4 -node tokens to redemption
After digging to tokens nodes, it was not immediately got the tokens, but got ESXAI, Vath, VECARV.To be transformed into tokens that can be traded to the exchange, there is a certain redemption period.
For XAI, ESXAI needs to wait for 180 days to transform into XAI, and there are two options. If it is transformed in 15 days, only 25% of XAI can be obtained.You can get 62.5% XAI in 90 days.
This is the case of AETHIR. It can only be redeemed within 30 days, and only 25%can be obtained. The default is 180 days of redemption.
For CARV, VECARV needs to wait for 150 days. The same two options. If it is transformed in 15 days, only 25% of XAI can be obtained.In 90 days, you can get 60 %% Carv.
The release of SOPON nodes was not announced.
In general, the three items have a long redemption period, and the three projects are basically similar.If you want to separate, CARV will have a slight advantage. Its 150 -day redemption is one month shorter than the 180 days of XAI and ATH.
5 The first year of other tokens unlocked
In addition to the reward of nodes, we also need to consider other token unlocking.Because other tokens are released, the inflation rate will increase.
In the token distribution, in addition to the node mining part, it is often divided into three parts, one is the project required, such as the use of cities and operation activities.This part is often released in large quantities when TGE, so it doesn’t need to pay much attention.The second part is ecological rewards, communities, foundation, etc.This part is often due to the long -term development of the project, and DAO voting is required.The third part is the release of institutions and teams.This part needs to be specially considered.
In this regard, XAI is not very friendly.The team and institutions began to unlock in the six months of TGE, and released about 1.5% of the total amount of tokens per month.The node’s reward tokens are open to redemption for about 2 months, and the redemption period is 6 months.This means that teams and institutions have a large number of chips earlier than nodes.
CARV’s investor began unlocking 6 months after TGE, and the team started unlocking for 19 months of TGE.解锁的条件是优于 Xai，并且需要注意的是，CARV 的节点挖矿代币的赎回期的是 5 个月的，所以节点代币是早于投资人解锁的。
AETHIR and SOPON’s agencies and teams have a 12 -month lock -up period.However, the total amount of 35% of the AETHIR tokens is GPU, which is released synchronously with the node, which means that the chips with twice the nodes are unlocked together.
6 -node sales situation
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在节点销售上，Xai 已经售出 35155 个节点，销售金额为 13080ETH，价值 4000 千万美金，节点的平均成本为 0.372ETH。The price of node rose from the lowest 0.133ETH to 1.43ETH, an increase of more than 10 times.
AETHIR has sold 74,040 nodes, with a sales amount of 41627ETH and a value of 130 million US dollars.The average cost of nodes is 0.56ETH.The price of node rose from a minimum of 0.1259ETH to 1.8232ETH, which has risen 14 times.
SOPHON has sold 12,1261 nodes, with a sales amount of 31087ETH and a value of $ 96 million.The average cost of the node is 0.256ETH.
For node sales, XAI can be said to be the beginning of this round. Most node sales projects are learning XAI.But the data of XAI itself was not good because when XAI was sold at the time, the market was not very hot.And because XAI is the first time, many people worry about this form.And many people who have participated in the Gala node in 21 years have not yet returned.However, after XAI went online, it participated in the rich earnings of early nodes, bringing many users to project sales projects later.
AETHIR node sales not only benefit the money -making effect of XAI, but also at the peak of speculation in the AI sector.For other projects with good texture, the possible result is between XAI and AETHIR.
7 summarizes
1 From the project, AETHIR, SOPON, and Carv are not on the same track and cannot be directly compared.But each has its own advantages. AETHIR belongs to the AI track and is a scarce GPU computing power. This is the hottest sector at the moment.SOPON’s project is more like a game that quickly gets together while the market is good.But it has a project made by ZKSYC’s original initial person, and its reputation and resources in the circle are very rich.CARV has accumulated for many years, growing rapidly, with massive users and ecological projects.
2 From the perspective of node sales, Carv is the most generous. The 25% of the total reward node is the most distributed in the three, and it releases 12.5% of the total amount in the bull market in the first year.More than twice.
3 From the perspective of sales, SOPHON sells 30,000 ETH and AETHIR sells 40,000 ETH.Carv is about to start, and it is not expected to be too bad.You can use this as a reference basis.
