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Doodles是自2021年以来最具标志性的PFP NFT收藏之一,它正在进入新的开发阶段,其原始令牌$ DOOD的推出。
Doodles, one of the most iconic PFP NFT collections since 2021, is entering a new phase of development with the launch of its native token, $DOOD.
Doodles是自2021年以来最具标志性的PFP NFT藏品之一,它正在进入新的开发阶段,其原始令牌$ DOOD的推出。
This article will take a deep dive into the cultural, community, investor, and market factors to provide a price forecast for $DOOD at the time of TGE.
本文将深入研究文化,社区,投资者和市场因素,以在TGE时为$ DOOD提供价格预测。
Community and Cultural Momentum Behind Doodles
涂鸦背后的社区和文化动力
Doodles is a vibrant PFP NFT collection launched in 2021, featuring 10,000 hand-drawn avatars in a colorful cartoon style. In 2022, Doodles grabbed attention by naming ex-Billboard President Julian Holguin as CEO and Pharrell Williams as Chief Brand Officer.
Doodles是2021年推出的充满活力的PFP NFT系列,具有10,000个以五颜六色的卡通风格的手绘化身。在2022年,涂鸦(Doodles)引起了前票板总裁朱利安·霍尔金(Julian Holguin)担任首席执行官的关注,而法雷尔·威廉姆斯(Pharrell Williams)担任首席品牌官员。
Early in 2023, Doodles acquired Emmy-nominated animation studio Golden Wolf to bolster its content production capabilities. Doodles also partnered with McDonald’s to put its art on over 100 million McCafé cups across U.S. stores by late 2024.
2023年初,杜德尔斯(Doodles)收购了艾美奖提名的动画工作室金狼(Golden Wolf),以增强其内容生产能力。 Doodles还与麦当劳合作,到2024年末,将其艺术品放在美国商店的超过1亿个麦卡菲杯上。
These moves pushed Doodles beyond crypto, reaching mainstream audiences and cementing its role as a cultural brand.
这些举动将涂鸦推到了加密货币之外,吸引了主流观众,并巩固了其作为文化品牌的作用。
In September 2022, the company behind Doodles successfully raised $54 million at a $704 million valuation. This strong financial backing enabled Doodles to focus on long-term product development.
2022年9月,涂鸦背后的公司成功筹集了5400万美元,估值为7.04亿美元。这种强大的财务支持使涂鸦能够专注于长期产品开发。
The project’s cultural narrative and community-first approach are key to its enduring value. Early on, Doodles introduced DoodleBank, a treasury DAO that allows NFT holders to vote on project funding and direction.
该项目的文化叙事和社区优先的方法是其持久价值的关键。早期,Doodles引入了Doodlebank,这是一项财政部DAO,允许NFT持有人对项目资金和指导进行投票。
Doodles is also known for its immersive offline experiences. At SXSW 2022, Doodles built a vibrant installation that wowed even non-crypto visitors, showcasing its appeal. These physical-digital hybrids create emotional bonds, turning fans into cultural ambassadors.
涂鸦还以其沉浸式离线经验而闻名。在SXSW 2022上,涂鸦建造了一个充满活力的装置,即使是非透明访客也令人赞叹,展示了其吸引力。这些物理数字杂种建立了情感纽带,使粉丝变成了文化大使。
The team supports community creativity through the Inkubator, funding member-led events and Doodles-inspired business ideas. Success stories include “Rolling Doods” in Hong Kong and the Toastie Co scented candle brand.
团队通过Inkubator,以成员为主导的活动和涂鸦为灵感的商业创意来支持社区的创造力。成功的故事包括香港的“滚动doods”和Toastie Co Cand Candle品牌。
Dozens of sub-communities have formed on Discord and X, like China's Doodbro Alpha, Korea's Koodles, and Southeast Asian groups.
在Discord和X上形成了数十个子社区,例如中国的Doodbro Alpha,韩国的Koodles和东南亚群体。
Doodles NFTs have maintained strong demand due to their distinctive aesthetic and evolving utility.
NFT由于其独特的美学和不断发展的效用而保持了强劲的需求。
Holders got early access to Doodles 2 on Flow, a platform for customizing avatars, swapping traits, and earning or buying wearables. This new dimension adds life and longevity to the original NFTs, encouraging greater engagement and long-term value accrual.
持有人可以尽早使用Flow上的Doodles 2,这是一个定制化身,交换特征以及收入或购买可穿戴设备的平台。这个新的维度为原始的NFT增添了寿命和寿命,鼓励更多的参与度和长期价值应计。
Doodles NFTs act as entry points to the Dreamverse, a story-driven world built on DreamOS and DreamNet, blending music, fashion, and community. As Doodles grows into animation, music, and gaming, its original NFTs will likely anchor licensing and character development.
Doodles NFT充当了Dreamverse的入口,这是一个以故事驱动的世界为基础的Dreamos和Dreamnet,混合音乐,时尚和社区的世界。随着Doodles成长为动画,音乐和游戏,其原始的NFT可能会锚定许可和角色发展。
Doodles combines strong visuals, real-world reach, and platform expansion to keep its NFTs culturally relevant in the long term.
Doodles结合了强大的视觉效果,现实世界中的覆盖范围和平台扩展,以使其长期以来保持其文化相关。
Doodles Tokenomics
Doodles tokenomics
Token Allocation
令牌分配
The total supply of $DOOD is 10 billion tokens. Here is the allocation breakdown of $DOOD:
DOOD的总供应量为100亿个令牌。这是$ dood的分配分解:
Although the official total supply of $DOOD has yet to be confirmed, it’s likely that both the Doodles Community and New Blood allocations will be 100% unlocked at TGE, Together, they represent 43% of the total supply. This could result in early sell-side pressure, similar to what we saw with $PENGU or $ANIME.
尽管$ DOOD的正式总供应尚未确认,但涂鸦社区和新的血液分配可能会在TGE上100%解锁,但它们占总供应量的43%。这可能会导致早期的卖方压力,类似于我们在$ pengu或$ $动漫中看到的压力。
As the token is being launched on major exchanges, such as MEXC, where it’s currently trading around $0.025. Binance will be the first major exchange to list $DOOD Futures. It seems to be inevitable that over 90% of Binance Futures listings are followed by Spot listings.
当代币正在主要交易所(例如MEXC)上启动时,目前的交易约为0.025美元。 Binance将是列出$ DOOD期货的第一个主要交易所。似乎不可避免的是,超过90%的Binance Futures列表之后是现货清单。
Considering these facts, and given the relatively low pre-market valuation, a Spot listing price of around $0.08 would be a healthy and realistic initial target, reflecting both the project’s cultural strength and speculative demand.
考虑到这些事实,并且鉴于相对较低的预估估值,售价约为0.08美元,这将是一个健康且现实的初始目标,这既反映了该项目的文化实力和投机性需求。
Market Comparison
市场比较
Facing its token launch milestone, Doodles is not the first major PFP NFT project to take this step. Comparable case studies, particularly Pudgy Penguins $PENGU and Azuki $ANIME offer useful context and precedent.
面对其代币发布的里程碑,Doodles并不是第一个采取此步骤的PFP NFT项目。可比的案例研究,尤其是矮胖的企鹅$ pengu和Azuki $动漫提供了有用的背景和先例。
$DOOD Moonsheet
$ DEAD MOONSHEET
DOOD vs PENGU
DOOD与Pengu
Once considered a failed cute-PFP collection, Pudgy Penguins made a remarkable comeback under the leadership of CEO Luca Netz, pivoting toward community engagement and mainstream cultural relevance.
一旦被认为是一个失败的可爱PFP系列,矮胖的企鹅在首席执行官卢卡·尼兹(Luca Netz)的领导下进行了非凡的卷土重来,朝着社区参与和主流文化相关性旋转。
In December 2024, the project launched its native token $PENGU on the Solana network, which quickly gained traction, debuting with a fully diluted valuation (FDV) of approximately $1.7 billion.
2024年12月,该项目在Solana Network上推出了其本地的代币$ Pengu,该网络迅速获得了吸引力,并以大约17亿美元的全部稀释估值(FDV)首次亮相。
About 23.5% of the total supply (roughly 20.9 billion $PENGU) was distributed via free airdrops to NFT holders, a strategy that successfully broadened user participation.
大约23.5%的总供应量(约为209亿美元的pengu)是通过免费的Airdrops分配给NFT持有人的,该策略成功地扩大了用户的参与。
The token launch also
令牌发布也
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