FOLD New Project Candidate Deep Research Update |

Conclusion: FOLD can be studied as a small-position candidate, but it is not a new coin suitable for heavy positions. Its strengths are privacy infrastructure narrative, Gnosis Guild background, public auction structure, and low initial FDV; risks include the project being at an early stage, unverified real revenue, node demand, market making, and secondary market absorption.

Key information: FOLD total supply is 1.2 billion tokens, with up to 120 million tokens (10%) available via public CCA auction; initial FDV is approximately $20 million, initial price around $0.0167; there is a 40-day cooling period after the auction, with the target transfer/TGE date around August 19, 2026.

Valuation assessment: Below $30 million FDV is considered undervalued; $30 million to $60 million is the observation zone; above $90 million is not worth chasing. Based on the 1.2 billion total supply, roughly below $0.025 is undervalued, $0.025 to $0.05 is observation, and above $0.075 is not worth chasing.

Action suggestion: Suitable only as a small-position candidate. Focus on final liquidation FDV, transfer pressure after the 40-day cooling period, node-staking demand, and real ecosystem usage.

Risk warning: New coins have extremely high volatility. The above is project research and market observation, not investment advice.