Fundraising insight bar chart
How to analyze insight bar chart
Interactive visualization with two analysis modes that can be toggled:
Token Valuation Mode
Compares funding raised against current market metrics:
Total Raised (blue): Actual capital invested across all funding rounds
Market Cap (green): Current market valuation based on circulating supply
FDV (orange): Fully diluted valuation if all tokens were in circulation
Analysis Framework:
Market Cap < Total Raised: Potential undervaluation - investors paid more than current market value
Market Cap > Total Raised: Market premium - current valuation exceeds total investment
FDV vs Market Cap Gap: Shows potential dilution impact when locked tokens enter circulation
FDV vs Total Raised Ratio: High ratios (10x+) may indicate overvaluation or significant market speculation
Investor Allocation Mode
Analyzes investor token distribution and liquidity:
Total Raised (blue): Total capital invested (same as above)
Investor Unlocked (green): Current dollar value of investor tokens that can be traded
Total Investor Allocation (orange): Full dollar value of all investor tokens (locked + unlocked)
Analysis Framework:
Unlock Percentage: (Unlocked ÷ Total Allocation) shows how much investor capital is liquid
Low Unlock %: Most investor tokens still locked - potential future selling pressure
High Unlock %: Majority of investor tokens already released - less future dilution risk
Allocation vs Raised Gap: Shows paper gains/losses for investors at current prices
Selling Pressure Assessment: Compare unlocked allocation to daily trading volume to gauge market impact
Cross-Mode Analysis Strategy:
Start with Token Valuation to assess overall market positioning
Switch to Investor Allocation to understand unlock dynamics and selling pressure
Compare unlock percentage with market performance to identify optimal entry points
Monitor projects with high allocations but low unlock rates for potential volatility during unlock event
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