Every quest adds strength to the soil!
I'm collecting beans to fuel Gassy Jack's climb out of the gassy world 💨 Invite others to multiply the growth and share in the rewards. Jump in now👇
https://t.co/N2Zl9MUdoq
https://t.co/N2Zl9MUdoq
Summoning my favourite protocols @Uniswap@opensea@aave to join the movement!
ETHGas is introducing the Open Gas Initiative, eliminating gas fees from the end-user experience
Learn more: https://t.co/bXmURY2NHi
https://t.co/jz4iCgBZLl
Introducing the Open Gas Initiative - a way for protocols to subsidize gas for users, zero-code, for a seamless, frictionless onchain experience.
With OG cohort: @eigencloud, @ether_fi, @pendle_fi, @Velvet_Capital.
👇
Leveled up in the Great Gas Reckoning with ETHGas! 💪
Legendary Jack status: 6.6222 ETH gas spent, 4000 Beans earned—supporting the Gasless Future!
Claim your Gas ID at https://t.co/5o840YGUja
Yap early, yap only, yap often.
@KaitoAI is connecting AI, attention and capital with Yaps.
Just claimed my social card and I'm accumulating Yap points in real-time.
Claim yours 👉 https://t.co/BbtTE4vuQw
We're thrilled to announce our $2.6M Strategic Round led by @dragonfly_xyz!
Along with our previous round co-led by Dragonfly and @polychain, we've now raised over $6M to build the future of decentralized stablecoins
We're thrilled to announce our $2.6M Strategic Round led by @dragonfly_xyz!
Along with our previous round co-led by Dragonfly and @polychain, we've now raised over $6M to build the future of decentralized stablecoins
@0xSleuth_ $GUAN by @KieranWarwick. He's got a full dedicated team behind it. Started tweeting some days ago with mkt insights and calls with technical analysis and onchain data. Staking coming, NFTs, auto trading and casino. Check it out.
Maple Valuation Update || 🥞 @maplefinance
Since the conversion of $MPL tokens to $SYRUP, the price action has fallen short of expectations, particularly when compared to Maple's growth.
This is not uncommon, but such events often create panic among some investors, along with liquidity and accessibility issues, among other challenges.
However, we see this as a significant opportunity because Maple's organic growth is undeniable.
For instance, Maple is one of the leading RWA projects in terms of TVL. As an example, $ONDO has only around 15% more TVL than Maple, yet Ondo's valuation is 10 times that of Maple.
Justified ?
For us, there doesn’t seem to be any organic reason to explain such discrepancies.
The most effective way to determine whether an asset is over- or undervalued is by comparing it to peers based on key metrics. That's why we'll use P/TVL multiples, as TVL is undeniably the best metric for comparing RWA projects.
So, what does the comparison reveal?
It becomes clear that @maplefinance appears undervalued compared to the peers median. Specifically, Maple is valued at 0.22 times its TVL, while the conservative median valuation sits at 0.4.
Notably, newer RWA projects like $ONDO, $CFG, $GFI, $CPOOL are valued at a significant premium compared to more mature projects like @aave.
We’ve applied a 15% premium for Maple (see assumptions), which indicates that $SYRUP, under current market conditions, would be fairly valued at around 0.48. This suggests a potential upside of 140%.
Let us know your thoughts on this valuation below.
To us, it seems like a significant opportunity to capitalize on the challenges surrounding the conversion, as there’s no way Maple remains this undervalued for long.
We've also published a token research report on @maplefinance earlier this month. If you're interested in learning more about Maple, please check the comments below.
NFA,
Peace 🫰
1)
$GUAN just released their whitepaper and it might just be the best utility AI agent so far.
Built by @KieranWarwick, founder of $ILV (went to $13B mkt cap last cycle), this isn't just another AI agent
- it includes portfolio management, advanced analytics and trading 🧵👇
11)
Remember, this is still INTENTIONALLY under the radar, as the founder stated himself.
This is the chance to be early to a potential banger of a project.
Success leaves clues. @kieranwarwick has done this before, and he's positioned to do it again!