ZAMA Pre-TGE Scoring Report by RateXAI Labs
FHE infrastructure powering confidential DeFi. $138M raised, $1B private valuation, J.P. Morgan PoC.
Rating: A (70/100) | VFR: 1.12x
Auction live now on CoinList — floor $55M, futures at ~$700M.
Full breakdown inside
FHE infrastructure powering confidential DeFi. $138M raised, $1B private valuation, J.P. Morgan PoC.
Rating: A (70/100) | VFR: 1.12x
Auction live now on CoinList — floor $55M, futures at ~$700M.
Full breakdown inside
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Solana is at $89, down 70% from the ATH, and it looks like the market has written it off.
But in the RateXAI Post-TGE model it scores AA 85/100, with near best-in-class tokenomics: 91% of supply already circulating, dilution risk around +14%, fair value ratio 0.92x (about $55B fair value versus ~$50B market cap).
On real usage it is not a “promise” category anymore: ~70M transactions per day, 4M+ active addresses weekly, #1 chain by DEX volume (1.5T+ YTD), ~$5B+ annualized ecosystem fees, DeFi TVL around $8–9B (#2 after Ethereum). It also has institutional access via spot SOL ETFs (BSOL, TSOL).
The contrast versus most alt-L1s is simple: worse float and higher future dilution, while SOL is already largely unlocked and priced near fair value. The risks are clear: a history of outages, a meaningful share of 2025 volume driven by memes, and pressure from Ethereum L2s.
12-month outlook is scenario-based: $60 bear case (20%), $150 base case (50%), $300 bull case (30%).
The model’s positioning is accumulation below $100, strong support around $60, key resistance levels at $150 and $200, ATH at ~$295.
But in the RateXAI Post-TGE model it scores AA 85/100, with near best-in-class tokenomics: 91% of supply already circulating, dilution risk around +14%, fair value ratio 0.92x (about $55B fair value versus ~$50B market cap).
On real usage it is not a “promise” category anymore: ~70M transactions per day, 4M+ active addresses weekly, #1 chain by DEX volume (1.5T+ YTD), ~$5B+ annualized ecosystem fees, DeFi TVL around $8–9B (#2 after Ethereum). It also has institutional access via spot SOL ETFs (BSOL, TSOL).
The contrast versus most alt-L1s is simple: worse float and higher future dilution, while SOL is already largely unlocked and priced near fair value. The risks are clear: a history of outages, a meaningful share of 2025 volume driven by memes, and pressure from Ethereum L2s.
12-month outlook is scenario-based: $60 bear case (20%), $150 base case (50%), $300 bull case (30%).
The model’s positioning is accumulation below $100, strong support around $60, key resistance levels at $150 and $200, ATH at ~$295.
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RateXAi Scoring Systems
Solana is at $89, down 70% from the ATH, and it looks like the market has written it off. But in the RateXAI Post-TGE model it scores AA 85/100, with near best-in-class tokenomics: 91% of supply already circulating, dilution risk around +14%, fair value…
SOL_PostTGE_Report_v03_RateXAI.pdf
12.2 MB
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Investment Demo Day: RateXAI × Fintch @Fintchone
Zoom: 26 Feb, 19:00 (MSC)
Join instructions (Save)
https://us06web.zoom.us/meetings/89946181238/invitations?signature=jq7bTfcWlbPPIQn0FcquZwKpL6dpYMTA3segyCUrVnM
Together with Fintch we are hosting a private Investment Demo Day.
We will break down:
• Agentic AI Trading revolution
• Risk First DEX Trading Terminal
• Big Data scoring architecture
• our go-to-market strategy
• how we onboarded 2,000 trader bloggers
• InfoFi + SocialFi platform
• scaling and growth roadmap
• investment opportunities
Live product demo. Real metrics. Open discussion.
Zoom: 26 Feb, 19:00 (MSC)
Join instructions (Save)
https://us06web.zoom.us/meetings/89946181238/invitations?signature=jq7bTfcWlbPPIQn0FcquZwKpL6dpYMTA3segyCUrVnM
Together with Fintch we are hosting a private Investment Demo Day.
We will break down:
• Agentic AI Trading revolution
• Risk First DEX Trading Terminal
• Big Data scoring architecture
• our go-to-market strategy
• how we onboarded 2,000 trader bloggers
• InfoFi + SocialFi platform
• scaling and growth roadmap
• investment opportunities
Live product demo. Real metrics. Open discussion.
❤9⚡5👍4🐳1