Julie l Yejin

[Lucia Kim | nonce Classic @jellulu_fish]

1/3 What is the fair value of $MEGA

Current market consensus sits around $2 ~ $2.3:
• @HyperliquidX: $0.23
• @WhalesMarket: $0.21
• @Polymarket: ~$0.2

But if @megaeth solidifies its spot in the Top 15 chains, the upside potential is significant.

Here is my deep dive into the valuation 🧵

Product: The First Real-Time Blockchain
• Block time: ~0.01s
• Total latency: ~0.21s
• Faster than even Netflix or Instagram

Ecosystem
• MegaMafia: 0-to-1 Dapps only possible on MegaETH (28 onboarded)
• RedStone Bolt (@redstone_defi ): Real-time price feeds
• USDm (@ethena ): Native stablecoin giving yields back to the ecosystem

Traction
• Total Raised: $93.5M
• Pre-deposit TVL: $500M
• Public Sale: 5,000+ participants (28x Oversub)
• Active Protocols: 55 (only DeFi & GameFi)

Comps: vs Top 14 Chains
Based on projected metrics, MegaETH would rank:
• TVL: #13• DAU: #11
• Protocol Count: #4
• Revenue: #8

Tokenomics
• Cover Ratio: Est. ~3.7 (Safe)
• Investor Integrity: 1-yr cliff (Seed/Echo) & same terms enforced on staking rewards
• Community Alloc: Transparent & Bimodal distribution for high-loyalty users
• Utility: Governance + Staking for future decentralized sequencer
• Revenue Model: Stablecoin revenue > Sequencer margin
• Deflation: Higher USDm revenue → Lower gas fees → Potential drop in fee burning

Valuation
• Market Consensus: $2B ~ $2.3B
• Target Fair Price & Upside Potential: $4B ~ $12B
• Outlier Case: ~$27.8B
• Volatility Range: $1B ~ $12B

(Full valuation model & report linked at the end 👇)

Disclaimer: Not financial advice. DYOR.

[josh lee @dogemos]

So... we changed our logo

🌌→☁️

5 years ago, I designed the first @keplrwallet logo with no design background

Today, we finally did it right

[Keplr Wallet @keplrwallet]

A new brand for the next era of ownership.

From one chain to 300+.
From one user to 2M+.
From wallet tools to @keplr_infra, we’ve grown with you.

Own your future.

[Lucia Kim | nonce Classic @jellulu_fish]

1/3 Introducing the TGE simulator 🤖

Tokenomics isn’t just allocation — it’s incentives, capital flow, and long-term value

All captured in a single, dynamic model

👉 Download The Full Report: https://t.co/UpJq9m6pkK

[Julie l Yejin @kingstarcookies]

When you use things like Swap, Bridge, etc. in wallet or web Product

Which reasons make you choose them?

@keplrwallet

[Keplr Wallet @keplrwallet]

Tomorrow

[Julie l Yejin @kingstarcookies]

I have been updating everyday this past month because of a tweeting challenge.
But after posting for a while, I decided I wanted to continue posting new information beyond this challenge and after this month.
That is why my update for the last day of this month is in March.

[Julie l Yejin @kingstarcookies]

I think it's reasonable to follow in the footsteps of financial apps created by Web2 companies

https://t.co/cJoCwrVjCI

[Julie l Yejin @kingstarcookies]

AI for Keplr
Calculates an optimal transaction fee
Simplifying tx message
Suggest screen layouts based on frequently used features
Composing contacts for the user

When Artificial super Intelligence comes true, there will be a tool that can handle all the ecosystems at once. 🤦

[Julie l Yejin @kingstarcookies]

What is everyone's most frequently used name service in the cosmos ecosystem?

@keplrwallet

[Julie l Yejin @kingstarcookies]

Every web2 finance app tend to add social feature.

At least as far as I know, there’s no financial social app to beat social media yet

Which of the huge social/financial apps will attract more users?

https://t.co/PkKhEmaDUt

[Julie l Yejin @kingstarcookies]

I talked about ”Lack” with my friend
No one can feel satisfied easily without having experience “Lack of something”
There are many kinds of ways.

Reverse financial treatment
Cold shower
Minimalism
…

And I thought designer can apply this law to Ux structure
.
.
To be continue

[Julie l Yejin @kingstarcookies]

Fun fact:
I usually had checked the price of token through Coingecko or Upbit. But after Keplr wallet supported “price change tag”, the number of times I use Coingecko and Upbit decreased

It's hard to predict which features will impact usability in what ways😂

[Julie l Yejin @kingstarcookies]

@zeeniuth Keplr credit card가 생기면.. 좋겠다는 망상을 해봅니다..

[Julie l Yejin @kingstarcookies]

Just Sharing the random draft I made recently

@keplrwallet

[Julie l Yejin @kingstarcookies]

Today's my question is "What is a good wallet design" in two direction below
1. Design that trains users to adapt
2. Design that just makes it easy for users to achieve their goals
what is the purpose of the wallet?
What action do we want users to do in our wallets?

[Julie l Yejin @kingstarcookies]

Many products have separated UI of them, but now I think the distinction of UIUX between Bridge and just Swap is blurring

Even there are tokens that look the same format for users, but not the same format in the back🫣

How much detail do users need to know?

[Julie l Yejin @kingstarcookies]

What if the word “IBC” disappear in Keplr wallet?

If there has to be an IBC indication, is there a specific reason to do so?

VOTE: Do u think users will be confused or not?
@keplrwallet

[Julie l Yejin @kingstarcookies]

Today’s thought is:
Wallet structures and designs are being unified
Then, is WINNER the first wallet to monopolize the ecosystem?
Won't the big ecosystem be WINNER someday?
So after all, isn't it a game of beating the ground?🫥
So what kind of strategy do we need?🧐
@keplrwallet

[Julie l Yejin @kingstarcookies]

Somehow I fill up my feed with things that I was curious about from user.
What ratio of users are aware of the possibility of different images of chain and token?🤓
Before thinking about classifying chain token image, I should optimize the light/dark mode token image first...🤣