【Base Selected Projects】I have been researching several promising projects these past few days.

1/NODERZZ $NODE

https://app.virtuals.io/virtuals/18481

0x2ACd6A246157bf51636D06A83200F8923E7Eb864

Current market cap $1.68m, highest market cap $8.8M, 40% locked, previously airdropped 15%. Its background is a node service provider @mintairxyz that collaborates with several public chains.

2/ DaosWorld $ALCH

Assets on @daosdotworld have plummeted significantly. The DAO projects listed on the platform are essentially closed-end funds that distribute profits upon maturity. I believe the most important metric for such funds is the price-to-net-asset ratio (DAO token market cap/fund net asset value). Other DAOs like AR, AiSTR, and FDREAM have very poor price-to-net-asset ratios. The price drop is partly due to the overall liquidity exhaustion in Base, but more importantly, their net assets have decreased significantly. However, ALCH currently offers great value; @ALCHDAO has a market cap of 350k and net assets close to 200k, resulting in a price-to-net-asset ratio of only 1.75 times. The majority of ALCH DAO's positions are in cbBTC and wstETH, with a small proportion invested in new coins. If DAOSWorld continues to issue new projects, ALCH DAO will receive whitelist access, providing decent asset appreciation potential. If they invest in two or three new projects, or if ETH rises, they could reach a balanced price-to-net-asset ratio of 1. When liquidity returns to Base, the valuation will also have a premium. Buying in under 400k within six months should yield considerable returns.

https://daos.world/fund/base/0x194e9bea4f46667ec86332b96e2be2247b164fa7

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