Hell yeah! congrats on the launch
The website and the dashboards look SLICK AF 🔥
Next article idea, it's a genuine thought that popped in my head while reading - Q9 - why should I be paying attention to this growing vertical, and how can I profit from it
OR at the least, how can I use it in my day to day, beyond the obvious
Here are the protocols with price -2% or more over the past 30 days AND revenue +10% or more over the past 30 days AND $200K or more monthly revenue
To make it fun I filtered by the top #3 that meet these criteria but are the most overpriced
1. $ENA on a fully diluted basis has a whopping 178x FDV P/S
but +84% in 30d, powered by sUSDe yield demand and funding rates
2. $VIRTUAL the true cost at full dilution is 117.9× revenue
$486K monthly revenue with an mcap of $435M
3. $APEX the fully-diluted P/S jumps to 55.5× with a 30 day revenue of $209K and a marketcap of $38M
These are price resilient with strong fundamentals in this brutal market, but they do remain overpriced
Run this prompt in @DefiLlama's AI to surface tokens where fundamentals are improving:
"Find protocols with price -2% or more over the past 30 days AND revenue +10% or more over the past 30 days AND $200K or more monthly revenue"