Research Report | Balance Project Introduction & EPT Market Value Analysis

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远山洞见2025/04/21 08:59

By:远山洞见

I. Project Introduction

Balance is a Web3 interactive entertainment platform initiated by the global gaming social platform E-PAL team. It aims to create an open entertainment ecosystem for global users by integrating artificial intelligence and blockchain technology. The platform's core application scenario is AI companionship, where users can create, deploy, and interact with personalized AI Epal on the platform, covering various services such as gaming battles, skill improvement, emotional companionship, and content creation.

Research Report | Balance Project Introduction & EPT Market Value Analysis image 0

Balance platform integrates multiple functional modules such as game access, asset trading, virtual social interaction, and reward mechanisms, building a unified virtual identity system, Balance Passport, to enable seamless switching for users in multi-chain gaming and social environments. The platform design emphasizes decentralized participation and ecological synergy, supporting multilateral interaction and value sharing among users, content creators, and AI model providers.

The content distribution and revenue-sharing mechanism based on the Fans Protocol further expands the service boundaries of Balance, serving not only players but also a user base interested in participating in Web3 creation and interaction through AI technology. Leveraging E-PAL's user base of millions and experience in companion services from the Web2 stage, Balance aims to become an important platform product in the Web3 entertainment sector, integrating AI and social attributes.

II. Project Highlights

1. Web2 Business Verification + Million-Level User Base, Empowering Web3 Launch

Balance originates from the globally leading gaming companionship platform E-PAL, which has accumulated over a million registered and active users, covering mainstream gaming scenes such as "League of Legends," "Valorant," "APEX," etc. As a continuation of E-PAL's Web3 strategy, Balance achieves an effective linkage between a mature traffic pool and on-chain ecology, possessing inherent user cold-start advantages and social network migration capabilities.

2. AI-driven Interaction Protocol, Reshaping Companionship Services and Social Relationship Chain

Balance's core product form is AI Epal, allowing users to create and deploy personalized intelligent agents to participate in gaming, social, and content creation interactive scenes. The platform introduces the Fans Protocol distribution and revenue model, supporting AI commercialization deployment in scenarios such as companionship and fan interaction, realizing a complete path of "creation-interaction-monetization" and reconstructing interactive entertainment services in the Web3 scene.

3. Full-featured Entertainment Infrastructure, Supporting Comprehensive Expansion of Chain Game Ecosystem

Balance has built an integrated product system centered on game access, NFT asset trading, achievement system (SBT), and virtual social interaction. Through a unified identity system, Balance Passport, and cross-chain interoperability protocol, it offers a smooth on-chain experience for users and a one-stop access, distribution, and monetization platform for game developers, gradually creating a bilateral entertainment infrastructure for players and developers.

4. Capital Support + Strong Technical Team, Potential for Long-term Ecological Construction

The Balance team is composed of Web2 entrepreneurs and Web3 Builders with extensive product experience and on-chain development capabilities. The project has completed two rounds of funding totaling $40 million, participated by top institutions such as a16z, Animoca, Galaxy Interactive, and DWF Labs, with ample funds and strong resource backing.

III. Market Value Expectation

As an AI+Web3 entertainment infrastructure project incubated by the E-PAL team, Balance's product form integrates AI companionship, chain game distribution, content creation incentives, and virtual social modules, possessing comprehensive attributes akin to GameFi+SocialFi+AI Agent. From an ecological positioning perspective, Balance's AI entertainment application layer's landing and commercialization path is clearer compared to traditional GameFi projects, and it also exhibits cross-features similar to PROMPT (AI protocol), MANA, SAND (virtual social platform) projects.

Currently, Balance's total supply is 10 billion $EPT, with no public price or market value. We can reference the fully diluted valuation (FDV) range of similar projects to assist in estimating the corresponding $EPT unit price and potential valuation space under different market value assumptions.

Research Report | Balance Project Introduction & EPT Market Value Analysis image 1

IV. Economic Model

Total Token Supply: 10 Billion

Token Allocation

Airdrop and Community Incentives (15%)

This section is used to incentivize the dual user groups of Balance and E-PAL platforms, covering early supporters, NFT badge holders, active Twitter community users, content creators, etc. 5% of the tokens will be released in full at TGE (Token Generation Event), and the remaining 10% will be linearly released over 48 months starting from TGE as a long-term incentive pool.

Node Rewards (25%)

This section specifically incentivizes core node holders that support Balance's decentralized architecture, governance participation, and AI computing services. A long-term "halving model" is adopted for distribution, encouraging early deployment and long-term node activity.

Ecosystem Growth (23%)

Used for diversified expansion of platform ecology, covering cross-chain deployment, product development, function improvement, and liquidity support for DEX and CEX. A small part of these tokens will be unlocked at TGE, and the rest will be linearly released over the next 48 months.

Marketing (7%)

For global user growth, brand promotion, and activity incentives in various scenarios. Some will be unlocked at TGE, with the remaining portion released linearly over 48 months.

Strategic Investors (17%)

Allocated to strategic investors who provided equity or token support in the project's early stages. Early investors have a 12-month cliff vesting period, followed by linear release over 36 months; later investors have a 6-month cliff, followed by linear release over 12 months.

Team and Advisors (13%)

Used to incentivize core project builders and long-term support advisors. All allocated tokens have a 12-month cliff vesting period, then will be linearly released over 36 months, ensuring deep binding of team interests with long-term project development.

Token Utility

$EPT, as the core functional token of the Balance platform, will be used in the following scenarios to drive stable operation of the platform ecosystem:

- Payment for AI services and fan interaction fees

- Supporting content monetization for creators through the Fans Protocol

- Participating in governance voting, promoting platform decentralization

- Staking to earn platform incentive rewards

- Paying Gas costs during on-chain interactions

- For infrastructure and AI computing service resource calls

Research Report | Balance Project Introduction & EPT Market Value Analysis image 2

V. Team & Funding

Team Information:

The core team is composed of the founding members of the globally leading gaming social platform E-PAL. Members have extensive experience in Web2 gaming entertainment and Web3 protocol construction. The founder, Lucas, previously founded the visual novel platform "Martial Arts Dream," which was acquired by Tencent in the Web2 stage, demonstrating his deep accumulation in user growth and community operations. Co-founder Norris Wang is the co-founder of Oasis Pastoral, long focused on growth strategies for content communities and the design of virtual interactive products, possessing strong community operations and pan-entertainment ecosystem building capabilities.

Funding Information:

Bedrock completed the latest round of financing on May 2, 2024, attracting funds from multiple top investment institutions. Major investors include OKX Ventures, LongHash Ventures, Comma3 Ventures, Waterdrip Capital, Amber Group, Arche Fund, and LBank Labs. Additionally, Bedrock has received strategic investments from several industry leaders, including Babylon co-founder Mingchao (Fisher) Yu and IoTeX founder Raullen Chai.

Subsequently, in November 2024, Balance completed an additional funding round involving institutions such as Animoca Brands, Amber Group, Mask Network, GSR, MARBLEX, Web3Port, 300DAO, MetaBlast Group, securing $10 million. This provides Balance with ample resources and injects strong industry synergy momentum into its ecological development.

VI. Potential Risk Warning

1. Balance's core product revolves around AI Epal, dependent on the actual performance of large language models, AI interaction strategies, and user emotion modeling. Currently, AI-driven companionship services are still in the early exploratory stage. If model response effects, emotional understanding capabilities, or generated content do not meet user expectations, it may affect user retention and platform activity.

2. The project platform plans to build a content ecosystem including chain game distribution, NFT market, AI Epal store, etc., but currently, user-generated content (UGC) and developer toolchains are still in the early stages of construction. If there is a lack of high-quality content supply and low creator participation in the short term, it may affect platform user growth and ecological activity.

VII. Official Links

Website: https://balance.fun/

Twitter: https://x.com/BalanceWeb3

Telegram: https://t.me/Balance_Fun

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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