TownSquare @TownSquarexyz has also opened pre-market on Aspecta, and judging by this momentum it looks like a fairly good odds opportunity.
I've taken a few positions and want to share the logic with everyone:
1️⃣ Public sale target is $1 million, representing about 0.67% of the total token supply.
Locked‑up tier price is $0.015, corresponding to a $150 million FDV; unlocked tier price is $0.02, corresponding to a $200 million FDV. I chose the unlocked tier this time.
This valuation isn’t especially cheap, but it’s not so expensive that it burns all future expectations.
2️⃣ Aspecta’s pre‑market price has already reached $2.56 per Key, corresponding to roughly $256 million FDV.
In other words, the pre‑market already reflects a premium of about 28%.
Pre‑market price, of course, can’t be taken directly as the TGE price; liquidity and depth are limited, but it at least shows the market is willing to pay a higher price upfront with real cash.
3️⃣ Polymarket outlook remains stable:
Current PM probabilities show a 99% chance of raising over $1 million, a 73% chance of exceeding $1.25 million, and a 48% chance of surpassing $1.5 million.
Fundraising is already close to $1 million, highly likely to be oversubscribed, and any excess will be allocated proportionally.
TownSquare, as the first Monad ecosystem project to conduct a public sale through Sonar, has a strong link between past Sonar projects and Coinbase listing paths—95% of Sonar Sale projects ended up on Coinbase. Could TownSquare be any farther behind?
Overall, I’ve only taken a small position to test the waters!
But in the end, I’m just sharing my view; from my perspective the odds look decent. How to play is up to you—do your own research (DYOR) and don’t blindly follow.
Now we’ll see what valuation the market eventually assigns to TownSquare.
