@litocoen now if you check which ones are already at/near FDV (i.e. they are achieving this P/S without token emissions & free of linear unlocks).
once Inverse finishes paying down its bad debt (soon) feels like repricing is prob inevitable.
some interesting finds on the defillama P/S ratio dash
ORE 0.69
Meteora 2.71
Inverse 2.87
Spark 2.91
Velora 3.09
Usual 3.17
Jupiter 3.27
Gains 3.31
Cowswap 3.37
Pump 3.45
Hyperliquid 7.64
everyone talks about how cheap hyperliquid is from P/S pov - but there's even cheaper
ICYMI: compelling and comprehensive after-action report from the @InverseFinance Risk Working Group on decisions made earlier this year that helped Inverse to ride out the bad weather of the past 4-5 weeks:
https://t.co/kTvZSMmHez
FIXED DEBT BELOW 6%
People aren’t paying attention… but right now, you can lock your debt on @InverseFinance under 6%.
Sure, Aave sits at ~5% cheaper. But that rate floats.
Inverse gives you certainty. And that's cool.
Even if I’m not looping loans right now, I’m watching $DBR closely.
It hit a low around $0.045 and we’re not far from that again.
With the right @pendle_fi PT, this could become a speculator’s dream.
However, Inverse feels slow lately. No major updates.
But the mechanics are there.
I sold my bag before, I’m flat now. But I’m seriously considering accumulating $DBR at these levels again.
Just in case they wake up.