14 小时前
I’ll share my brief thoughts:
1. Having everything under one name (MANTRA Chain, MANTRA Finance, and now $MANTRA )is cleaner. Easier to build around.
2. The 10B supply thing? Not unusual at all. $SUI, $ONDO, $ARB, $SEI... plenty of solid projects use this structure. It's practically standard now.
3. No dilution means ZERO new supply entering the market (a critical point often overlooked)
4. For risk-tolerant investors, post-crisis valuations often offer asymmetric upside, assuming the fundamentals improve (that part is up to the team!).
Whatever happened to $OM in the past, right now this is clearly high risk, high reward territory for newcomers. But honestly? I see potential reward for people willing to wait.
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