Top 15 onchain apps by protocol revenue: $HYPE, $PUMP, $CAKE, $SKY, $JUP, $AAVE, $AERO, $WLFI, $LDO, $MET, $ETHFI, $LIT, $CARDS, $UNI, $RAY
Some of the top onchain apps by revenue have real cash flows, low overhead, and single-digit multiples, and with the CLARITY Act potentially weeks away, we believe investors are facing an attractive entry point today.
Read more from @LowBeta's latest Stack article here: https://t.co/34NkjZuPJF
Isso é bizarro! Empresa negociando a mais de 130x a receita…
Mais cedo ou mais tarde, tudo converge para os fundamentos e eu acho muito difícil que qualquer empresa consiga justificar um valuation desse nível.
Claro que existem vários argumentos para tentar justificar esse valuation, porém todas as bolhas tinham bons argumentos…
Investir te submerge em informações, tanto qualitativas quanto quantitativas, mais do que qualquer pessoa consegue absorver, e ainda oferece um indicador raro de desempenho: a posição ou deu lucro ou não. Isso faz do mercado financeiro um excelente campo para o trabalho de agente de mudança.
Most U.S. money managers own less than 1% of Brazil.
That number will look crazy in 10 years.
Brazil has more farmable land than any country on Earth.
It holds 12% of the world's fresh water.
87% of its power comes from clean sources, the cleanest grid of any major economy.
One Brazilian company in Minas Gerais, called CBMM, makes more than 80% of the world's niobium.
Niobium is the metal jet engines, oil pipelines, and the next wave of EV batteries cannot work without.
Brazil sits on 30 to 40 billion barrels of pre-salt oil under the Atlantic.
That oil ships out through open water, far from every place a hostile country could close.
Two governors, a room full of allocators, and 10 minutes to make the case U.S. capital still misses. Brazil Week 2026, Harvard Club.
Three reasons keep the money out.
1. Wall Street watches Brazil's elections and ignores its soil, water, energy, minerals, and carbon.
2. China controls the refining of the world's most important minerals. Brazil holds the reserves. Most serious investors stop reading after the first sentence.
3. Owning the Bovespa index leaves out where the real money lives, in family-owned factories across Southern Brazil and farmland across MATOPIBA.