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TGE sentiment hits the floor across upcoming launchesPolymarket bets on FDV one day after launch show a clear shift. Expectations are low almost everywhere, with only a few pockets of optimism.
🥱 OpenSea$100M ~70% → $1B ~20% → $2B ~9%
Market expects a weak launch. Trust is low, NFT narrative faded.
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Backpack$100M ~99% → $300M ~73% → $700M ~7%
Pre-market around $300–350M disappointed many. Returns look average.
🫡 MetaMask$300M ~50% → $1B ~22% → $3B ~6%
Once seen as a multi-billion play. Now mostly skepticism.
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Predict.fun$50M ~92% → $300M ~45% → $1B ~13%
Some curiosity remains. Prediction markets still have momentum.
🫡 edgeX$300M ~94% → $1B ~49% → $5B ~2%
Strongest sentiment in the group. Still early, still attention.
The common thread is simple. Market is no longer paying up for narratives alone.
Feels like pricing is finally getting stricter.
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