Delphi Labs COO质疑Octra公募估值过高,Octra联创回应称当前项目进展可以支撑估值提升

Blockbeats
Dec 10, 2025

BlockBeats 消息,12 月 10 日,Delphi Labs 首席运营官 Kevin Simback 发文质疑隐私链项目 Octra 在 2 亿美元估值进行公募的合理性。他表示,一年多前,他们完成了 400 万美元的种子轮融资,我估计当时的估值最多也就 4000 万美元,如今估值放大 5 倍以上,几个月后再进行 TGE,却“几乎没有真实需求”。

对此,Octra 联合创始人 Alex 回应称,并不认识 Kevin Simback。其强调,Pre-seed 估值较低是因为团队当时只有白皮书与最初构想,属于典型的风险溢价;而如今项目已经完成沙盒测试,拥有完整数学文档、开源 PoC,并上线了已稳定运行数月的完整功能网络,因此估值提升具备合理基础。

此前报道,Octra 背后的团队 Octra Labs 将于 12 月 18 日在 Sonar 平台举行公开代币销售。Sonar 是由 Jordan“Cobie”Fish 创建、近期被 Coinbase 收购的 ICO 平台 Echo 所推出的代币发行平台。本次为期一周的代币销售计划募集 2000 万美元,销售 10% 的 OCT 代币总量,对应 2 亿美元的完全稀释估值(FDV)。

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