🚨 $ROLL just listed on Binance Alpha - but should you ape in?
I analyzed RollX's:
• $12.7M funding (Balaji invested!)
• On-chain flows
• Tokenomics
• Smart Money activity
The data tells a different story than the hype 👇
WHAT IS IT?
RollX = Perpetual DEX on Base
Key features:
• Hybrid Orderbook-AMM model
• Up to 500x leverage (1000x BTC!)
• Full on-chain settlement
• Competing with Hyperliquid, GMX, dYdX
Solid tech, but crowded market ⚔️
🧵 FUNDING
$12.7M raised from tier-1 VCs:
✅ IOSG Ventures (lead)
✅ Balaji Srinivasan (ex-Coinbase CTO!)
✅ Animoca Brands
✅ Galaxy Interactive
✅ Alchemy
This is LEGIT backing. Score: 8/10
🧵 ON-CHAIN REALITY
Here's what Nansen data shows:
🔴 ZERO Smart Money inflow
🔴 No whale accumulation
🔴 One big player bought $30k, dumped for quick profit
🔴 Mostly bots & retail
Smart Money is NOT buying. Yet.
🧵 TOKENOMICS
• 54% Community (good)
• 16% Treasury
• 14% Ecosystem
• 10% Team
• 6% Liquidity
⚠️ Missing: Total supply, vesting schedule
⚠️ No clarity on unlock timeline
Score: 6/10
🧵 VERDICT
📊 FINAL SCORES:
• Project: 7/10
• Funding: 8/10
• Tokenomics: 6/10
• Flow Intelligence: 5/10
• Sentiment: 6/10
🎯 RECOMMENDATION: WAIT
Let the post-TGE volatility settle. Watch for Smart Money entry signals before aping.
NFA. DYOR.
#RollX #PerpDex #OnChainAnalysis