2026-01-05 11:22:49

트위터를 훑다가 발견한 $ZAMA의 프리마켓 거래 현황이 꽤 흥미롭네요. 거래량은 크지 않지만 그냥 정보 차원에서 살펴볼만 합니다.

현재 시장 평가액이 약 $1.3b 수준이라는 게 포인트예요. 한편 ZAMA OG NFT는 55m 수준의 완전희석시가총액(FDV)에서 $200에 거래되고 있다고 하더군요. 이 괴리를 보면서 한 번쯤 생각해볼 만한 대목이 있습니다.

초기 진입 기회와 현재 시장 평가 사이의 밸류에이션 갭이 눈에 띄네요. 물론 이건 그냥 관찰 수준이고, 실제 투자 결정과는 별개입니다.

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GasFeeNightmare

· 01-08 08:53

Zama's valuation gap is indeed a bit outrageous; it feels like early investors made a huge profit.

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OfflineNewbie

· 01-07 12:03

Zama's valuation gap is indeed huge. I'm a bit tempted to get in but feeling hesitant. NFTs are still at 200? The people buying must be really clear-headed. A $1.3 billion valuation probably needs further adjustment later on. Early entrants have already made a fortune; we can only watch. Can we still follow this wave... not sure.

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OvertimeSquid

· 01-06 23:05

Zama's valuation logic is a bit outrageous, feels like they're just storytelling.

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GateUser-9ad11037

· 01-05 11:52

ZAMA's valuation gap is outrageous; early investors must be laughing their heads off...

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OnchainSniper

· 01-05 11:50

Zama's valuation gap is a bit hard to bear haha --- NFT $200 but FDV only $55M? Who came up with this logic --- Premarket trading volume is so small, the amount of information is quite limited --- 1.3 billion valuation... depends on how the subsequent financing plays out. It's still early to draw conclusions now --- OG holders must be making a lot of money. This gap is indeed outrageous --- The difference between initial entry and current price, someone has to take the buy-in, right? --- Feels like another valuation game. Who ends up losing the most, no one knows yet

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ZenMiner

· 01-05 11:50

Zama's valuation is truly impressive; early investors made a huge profit.

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ser_aped.eth

· 01-05 11:47

Zama's valuation gap is really outrageous, oink NFT sold for $200? Feels a bit fishy... 1.3B vs 55M, that price difference doesn't make sense The early entry window might really be closed I'm optimistic about the track, but these numbers need further research

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tx_pending_forever

· 01-05 11:33

Zama's valuation gap is a bit outrageous. OG NFT has only a $55M FDV, and now it's at $1.3B. The difference in value is huge.

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MEVHunter

· 01-05 11:30

yo that valuation gap is sus ngl... 1.3b vs the nft floor at 200? someone's definitely getting arb'd here and i'm tryna figure out who's eating the spread 👀

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