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Boop.Fun leading the way with a new launchpad on Solana.
Theo
PTSD from the 2019 bera. Class of WAGMI 2069.
This is a massive catalyst for both $NOICE & $ZORA
Creator coins get more utility
More peops will use Noiceapp to tip
More usage means more fees (ultimately)
Mad flywheel for both Apps
$NOICE at $10m mcap / $18m FDV is a bargain
23 tuntia sitten
did you hear than anon? @zora creator coins are now supported on noice
👀
9,06K
$SEND (@suilendprotocol) can do a 5x from here and it still would sit at the lower end vs the peer group
5x => $250m FDV
That’s a 25x FDV/Rev multiple
For a high growth protocol , that would still be cheap
Comps (FDV/Rev):
EUL: 65x
Aave: 34x
KMNO: 24x
21 tuntia sitten
Simple inv math for $SEND (Suilend)
Mcap/FDV: $37m/$52m
Annualised Fees & Revs: $28m & 10m
Mcap/FDV-multiples to...
Fees: 1.3x / 1.85x
Revs: 3.7x / 5.2
Cumulative (=realised) Fees of $19m & Revs of $9.6m
=> Signals high income quality. Annualised income not driven by one-off gains
Comps (FDV/Rev):
EUL: 65x
Aave: 34x
KMNO: 24x
What am I missing about $SEND? What's wrong with the valuation?
3,43K
Simple inv math for $SEND (Suilend)
Mcap/FDV: $37m/$52m
Annualised Fees & Revs: $28m & 10m
Mcap/FDV-multiples to...
Fees: 1.3x / 1.85x
Revs: 3.7x / 5.2
Cumulative (=realised) Fees of $19m & Revs of $9.6m
=> Signals high income quality. Annualised income not driven by one-off gains
Comps (FDV/Rev):
EUL: 65x
Aave: 34x
KMNO: 24x
What am I missing about $SEND? What's wrong with the valuation?
6,1K
Can't get my head around the fact total Alt-Mcap, excl BTC, ETH and stables is still 22% below the Nov-21 ATH
That's AFTER all the sh*tters that were launched on numerous launchpads
Waiting for a breakout
25.7. klo 17.08
One concern of mine is that we have simply run out of crypto-native capital to bid alts beyond prior cycle peaks. If we look at total alt notional market cap peak in Q4'21 and Q4'24 it tops out at roughly the same number: just under $1.2 trillion. Adjusted for inflation its almost the exact same number between cycles. Perhaps this is how much retail capital there is in the world to bid what is 99% vapourware?
3,97K
Managed DeFi category clearly standing out as the one that solves the biggest pain point for many users
Onboarding the next billion users. And excited to see @ipor_io being in there 🥳
15.7. klo 18.38
15+ top-tier DeFi protocols
50+ Integrations
1B+ Telegram users
Full-stack DeFi on @ton_blockchain. Deep liquidity from Day 1.
Kicking off DeFi Summer on Telegram
Here’s what’s launching on Day 1 👇
1,89K
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