
Bugsbunny—e/acc|Aug 20, 2025 11:00
Potential possibilities of ERA from a Pro perspective
From the currently disclosed investment institutions, the lineup behind ERA is almost full:
·Sequoia Capital
·Founders Fund (VC of PayPal co-founder Peter Thiel, and also a whistleblower for ETH besides Tom Lee)
·Dragonfly (currently one of the best Chinese venture capitalists)
·Ethereal Ventures' investment is also a key project incubated by Alliance
2/The project background is almost top-notch, which is also why ERA was able to win the grand slam of Coinbase/Binance/Upbit on the day of its launch, and go to Tianting, demonstrating its operational strength and Milestone completion.
3/As Caldera is a second tier public chain, holding ERA=has the opportunity to receive airdrop tokens for ecological projects.
4/Currently, the depth is extremely high:
·FDV is approximately 850 million US dollars
·The daily trading volume is almost between 40M-200M, with excellent depth
This is currently the best depth in Layer2, and market makers clearly provide thicker liquidity support in this project.
Note: ERA has fallen back to Binance's opening price since its opening, and the selling pressure of "profit taking" has almost been exhausted. In any macroeconomic favorable situation, ERA is worth paying attention to changes in OI and rates for timely short-term trading in the market
5/Technical related research:
According to the disclosed audit report, the audit period was 7 days, and the results were good. The overall development quality was high, indicating that the team has top-level development capabilities and mature code experts.
6/Valuation logic:
·The institutional cost is approximately 200 million US dollars
·Current FDV~800 million US dollars, institutional revenue~4x
But from the perspective of tokenomics, Investors and Teams have not yet unlocked tokens.
According to Binance's disclosed data:
The first unlocking time was on June 18, 2026, and the team shares were also unlocked at the same time.
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