" $JUMP sale at $75M… could it really list at $400M? "
I’m joining this one. I’ve used @jumperapp for a while, and the sale price looks interesting when you look at its users and what’s coming next.
Here’s why I’m bullish, and what I actually expect at listing 🧵
REVOKE APPROVALS TO THESE ASAP:
Payment Processor V2 on Ethereum: 0x9A1D00bEd7CD04BCDA516d721A596eb22Aac6834
Payment Processor V3 on ApeChain: 0x9a1D00000000fC540e2000560054812452eB5366
use https://t.co/kDGERRKviL or similar.
If Jump can announce TGE, obviously @Rabby_io will, someday.
The same goes for @SOCKETProtocol & @RelayProtocol
- These products require no expectations; - They're so good that a lot of people use them even if they never TGE.
- Socket is an interoperability protocol with Investment from Coinbase, Framework among a few notable Investors.
Socket; Infra
Bungee; Consumer App
- Relay is an intents/execution layer. A lot of aggregator volume quietly routes through it.
Built by Uneven Labs (ex-Reservoir NFT infra).
CEO; Peter Watts.
Raised ~$26M+ by Variant, Archetype, USV, Framework, Coinbase Ventures. Series B ’26.
$20B+ vol, 85+ chains, also embedded across different Protocol - Fomo, Phantom, Metamask . . .
Relay; infra
The “bridge” people click is usually project's frontend [Relay underneath]
- DeBank; infra.
- Rabby is the consumer wallet
Points for years. No token. Its DBK Chain sitting almost empty.
These products don’t need a token to work.
People already use them, every day.
TGE is optional. Product isn’t.
I love these protocols.
“We’re going after the entire financial market…”
Fair. But what happened to the previous narratives?
Gaming was supposed to be huge for Sui.
SuiPlay. Game Dollar. More gaming coming to Sui.
Then… silence.
@EmanAbio when do we get updates on the things that were promised before moving on to the next big narrative?
The community deserves clarity.
@SuiPlay@PLAYTR0N@SuiNetwork@Mysten_Labs@EvanWeb3@kostascrypto